Discover and read the best of Twitter Threads about #Vanadium
Most recents (18)
#AuraEnergy initial #uranium reserve expansion, we expect this to move from 30mlbs to over 70mlb within the next 30 months. In the next few weeks expect the initial substantial lift in NPV as the project capacity increases to 3mlbs and the AISC falls to around $20. $AEE 
30mlb reserve NPV at $75 pricing = A$400m or 60c per share
70mlb NPV = A$1.0bn or $1.30 per share
$AEE #uranium
70mlb NPV = A$1.0bn or $1.30 per share
$AEE #uranium
Swedish assets with pro #uranium mining add another $2-5 per share NPV through 2027.
Note the $2 per share value in #molybdenum, #Vanadium, #nickel
And #zinc at current spots alone.
$AEE #auraenergy
Note the $2 per share value in #molybdenum, #Vanadium, #nickel
And #zinc at current spots alone.
$AEE #auraenergy
$AEE AGM about to start, join and become enlightened. Tiris #uranium project cashflowing 2025, scaling production through 2027.
56mlb resource increase to 120mlbs at Tiris > $1.6bn NPV or $1.80 per share. WOW #Uranium $AEE #auraenergy
1600 holes drilled for expansionary resource and reserves = huge above expectation data incoming #uranium
$AEE
$AEE
$AEE using only 20% of the old resource in the NPV (without #vanadium credits) = 600% increase in the NPV = $800m at $75 pricing Vs current cap $140m (excluding Swedish battery metals project) #uranium
$AEE ability to expand the resource at 10c per pound #uranium
$AEE 45% fixed operating costs, spread over 3-5mlbs Vs 1mlb boosts the scaling productivity materially pushing AISC lower #uranium
Did you know where the potentially largest #uranium mines are in the world? Do you know the company that has the most upside in Sweden reinstating uranium mining? $AEE
This scoping study level project has a sub $20/lb AISC given the huge credits from Nickel, Molybdenum and V.
This scoping study level project has a sub $20/lb AISC given the huge credits from Nickel, Molybdenum and V.
Reality check:
Low grade #uranium mines with massive secondary credits = low AISC outcomes
The option value of the Swedish assets to be built into $AEE's stockprice for $5-8 of NPV is 10-20c over the next 1-5 months.
Low grade #uranium mines with massive secondary credits = low AISC outcomes
The option value of the Swedish assets to be built into $AEE's stockprice for $5-8 of NPV is 10-20c over the next 1-5 months.
You have been warned $AEE
$URNM entry coupled with #uranium Mining ban removal = satisfactory result
$URNM entry coupled with #uranium Mining ban removal = satisfactory result
“@WillisThomas, an analyst at @CRUGROUP, shared his outlook on #vanadium this year in an article published by Investing News Network titled "Vanadium Outlook 2022: Battery Demand Poised to Grow, Supply Threats Mount."
Read the full article here: investingnews.com/daily/resource…
Read the full article here: investingnews.com/daily/resource…
Global demand for vanadium is expected to grow.
“There is limited demand downside, as either growth is expected to slow (steel, chemicals) or increase in pace (aerospace, batteries) as all main demand categories are poised for some growth,” Thomas said.
“There is limited demand downside, as either growth is expected to slow (steel, chemicals) or increase in pace (aerospace, batteries) as all main demand categories are poised for some growth,” Thomas said.
Another segment that continues to grab attention from investors is the battery space, as vanadium is a key metal used in vanadium redox batteries.
Do you expect vanadium demand to continue in the months ahead, let us know in the comments below?
Do you expect vanadium demand to continue in the months ahead, let us know in the comments below?
$AEE gearing up the expertise for fast tracking production. At $75 pricing, Tiris peak annual cashflow exceeds A$150m, in ground resource will produce $3.5bn in cashflow, revised NPV on full resource exceeds A$700m. #uranium Skate to where the puck is going, not where it has been
Those who continue to skate to where the puck has been will miss the real story as it unfolds:
A) resource and reserve upgrade
B) "full" NPV over A$700m
C) fast track expertise additions
D) financing avenue crystalization
E) larger production capacity 3-5mlbs
#uranium $AEE
A) resource and reserve upgrade
B) "full" NPV over A$700m
C) fast track expertise additions
D) financing avenue crystalization
E) larger production capacity 3-5mlbs
#uranium $AEE
Our focus continues to be enjoying this cap growing from lows of A$6m to A$1bn over the #uranium cycle. Implementing positive change and direction has and will be key to achieving this result. The road to production for this low cost and capex player is pretty much assured.
[Thread in 8: Poo-Tins #Rohstoffwaffen]
Kurzfassung: Öl, Gas, Bienenhonig, Holz, Weizen, Zucker, Zinn, Aluminium, Kupfer, Diamanten, Nickel, Kubalt, Palladium, Sonnblumenöl
All das wird teurer.
Durch den #Ukrainekrieg sind auch allerhand Agrarprodukte betroffen (s.o.).
1/8
Kurzfassung: Öl, Gas, Bienenhonig, Holz, Weizen, Zucker, Zinn, Aluminium, Kupfer, Diamanten, Nickel, Kubalt, Palladium, Sonnblumenöl
All das wird teurer.
Durch den #Ukrainekrieg sind auch allerhand Agrarprodukte betroffen (s.o.).
1/8
Russlands Wirtschaft ist extrem von Rohstoffen abhängig. Rund 75 aller russischen Exporte beruhen auf Rohstoffen oder Rohstoff-Produkten.
Der Rest sind Waffenexporte...
(OK: Das ist eine kleine Übertreibung)
Ein Problem ist: Auch wir sind von diesen Rohstoffen abhängig.
2/8
Der Rest sind Waffenexporte...
(OK: Das ist eine kleine Übertreibung)
Ein Problem ist: Auch wir sind von diesen Rohstoffen abhängig.
2/8
Unser Kohleausstieg erweist sich in diesem Zusammehang als Glückfall, denn ein erheblicher Teil unserer Steinkohleimporte kommen aus #Russland!
Man könnte es so sagen:
#Sonnenenergie und #Windräder dienen der Freiheit!
3/8
Man könnte es so sagen:
#Sonnenenergie und #Windräder dienen der Freiheit!
3/8
1/7
The latest vanadium price report is now available.
V205 120,500 CNY/t now the norm. See my previous explanations for what this likely means for the price in dollars.
I make China V205 running at $8.70 per lb.
#BMN #vanadium
The latest vanadium price report is now available.
V205 120,500 CNY/t now the norm. See my previous explanations for what this likely means for the price in dollars.
I make China V205 running at $8.70 per lb.
#BMN #vanadium
2/
That's now well above my $8 per lb rising trend break out point.
More importantly,
"People in the market has high enthusiasm for inquiries, and big factory is expected to adjust June V2O5 flake next week, and their wait-and-see sentiment increases."
That's now well above my $8 per lb rising trend break out point.
More importantly,
"People in the market has high enthusiasm for inquiries, and big factory is expected to adjust June V2O5 flake next week, and their wait-and-see sentiment increases."
3/
As I have said previously the big factories in China are key here as they produce the vast majority of Chinese V205.
Here's a second report from today.
As I have said previously the big factories in China are key here as they produce the vast majority of Chinese V205.
Here's a second report from today.
1/12
This energetic and informative interview with #BMN Mikhail Nikomarov gives great insight into what VRFBs can potentially offer the S.A. market
From 3m 23s,
VRFBs are "cheaper if you need multiple hours of storage on a daily basis"
#vanadium
moneyweb.co.za/moneyweb-radio…
This energetic and informative interview with #BMN Mikhail Nikomarov gives great insight into what VRFBs can potentially offer the S.A. market
From 3m 23s,
VRFBs are "cheaper if you need multiple hours of storage on a daily basis"
#vanadium
moneyweb.co.za/moneyweb-radio…
2/
By "shifting energy from when it is sunny to when it's not, like in the evenings."
Also, to "support the transmission system and the distribution network."
There he touches upon S.A.s biggest hindrances "load shedding" but also "overloaded networks."
By "shifting energy from when it is sunny to when it's not, like in the evenings."
Also, to "support the transmission system and the distribution network."
There he touches upon S.A.s biggest hindrances "load shedding" but also "overloaded networks."
3/
Added to this is the vanadium rental product which significantly reduces the upfront capital costs.
Given that Eskom is effectively broke but in need of efficiencies, it is a perfect solution for their ongoing troubles.
Added to this is the vanadium rental product which significantly reduces the upfront capital costs.
Given that Eskom is effectively broke but in need of efficiencies, it is a perfect solution for their ongoing troubles.
1/8
Interesting deal announced between Brisbane based @VeccoTom and Shanghai Electric for the supply of an electrolyte plant in Australia.
Yet another sign of momentum that is gathering in the VRFB inudusty.
#BMN #Vanadium
veccogroup.com.au/vecco-group-to…
Interesting deal announced between Brisbane based @VeccoTom and Shanghai Electric for the supply of an electrolyte plant in Australia.
Yet another sign of momentum that is gathering in the VRFB inudusty.
#BMN #Vanadium
veccogroup.com.au/vecco-group-to…
2/
Shanghai Electric recently announced plans for a 100MW/400MWh VRFB project in Yancheng in east China's Jiangsu province.
One of several high profile projects and which alone should demand c. 1,600 mtV of vanadium,
argusmedia.com/en/news/219673…
Shanghai Electric recently announced plans for a 100MW/400MWh VRFB project in Yancheng in east China's Jiangsu province.
One of several high profile projects and which alone should demand c. 1,600 mtV of vanadium,
argusmedia.com/en/news/219673…
3/
which is close to 1.5% of total world vanadium supply in 2020.
Just one project.
A subject I discussed in a recent blog (see here).
bbnbigbitenow.com/post/do-newly-…
which is close to 1.5% of total world vanadium supply in 2020.
Just one project.
A subject I discussed in a recent blog (see here).
bbnbigbitenow.com/post/do-newly-…
#CRCL Corcel
Share Price : 1.35p
Shares o/s : 348m
Mkt Cap : £5m
𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗠𝗲𝘁𝗮𝗹 𝗧𝗿𝗲𝗻𝗱𝘀
•Nickel - key to battery density
•Cobalt - key to battery stability
•Vanadium - utilised in vanadium-redox flow batteries
Share Price : 1.35p
Shares o/s : 348m
Mkt Cap : £5m
𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗠𝗲𝘁𝗮𝗹 𝗧𝗿𝗲𝗻𝗱𝘀
•Nickel - key to battery density
•Cobalt - key to battery stability
•Vanadium - utilised in vanadium-redox flow batteries
1-A thread on $EFR $UUUU and #REE
The company is focusing on converting monazite to an oxidate concentrate that can be put through the separation process. This could lead to the company having a monopoly in the critical step of creating magnets.
Let me explain.
The company is focusing on converting monazite to an oxidate concentrate that can be put through the separation process. This could lead to the company having a monopoly in the critical step of creating magnets.
Let me explain.
2-#Monazite is a mineral highly rich in #REE, with a particular high concentration of those required to create magnets used in EVs, for example. This picture from Medallion Resources 2017 presentation gives you an idea of the #REEs that can be found.
3-However #monazite contains thorium (2%-14%) and uranium (0.05%-0.3%) that must be removed before it can be sent to the separation plant. Enter $EFR $UUUU. In the US there is no facility licensed to do this except for White Mesa, not even $MP.
“a Section 34 Ministerial Determination will be issued shortly to give effect to the Integrated Resource Plan 2019, enabling the development of additional grid capacity from renewable energy, natural gas, hydropower, battery storage and coal”
#BMN #EnergyStorage #vanadium
#BMN #EnergyStorage #vanadium
"Mantashe said he would in the next few weeks make a ministerial determination under section 34 of the Electricity Regulation Act to procure energy from all generation technologies."
#BMN #EnergyStorage #vanadium
businesslive.co.za/bd/national/20…
#BMN #EnergyStorage #vanadium
businesslive.co.za/bd/national/20…
Mantashe states ;
"We will give further details to these measures in the SONADebate next week"
That debate is due to start in around 30 mins time.
Section 34 determination = Eskom tender release
Tick Tock
#BMN #EnergyStorage
"We will give further details to these measures in the SONADebate next week"
That debate is due to start in around 30 mins time.
Section 34 determination = Eskom tender release
Tick Tock
#BMN #EnergyStorage
A comprehensive update on what being an investor in @BushveldMin_Ltd means for today and tomorrow.
"VRFBs that use #vanadium that we produce and the electrolyte that we manufacture, even if they were made elsewhere, will carry more than 50% local content"
"VRFBs that use #vanadium that we produce and the electrolyte that we manufacture, even if they were made elsewhere, will carry more than 50% local content"
#BMN 21st Jan ESP 2nd Stakeholder Consultation presentation ;
"If local content in the Eskom Battery programme achieves the 40-50% level, as was prescribed during REIPPP, from the start, it will accelerate the manufacturing and investment business case"
esmap.org/sites/default/…
"If local content in the Eskom Battery programme achieves the 40-50% level, as was prescribed during REIPPP, from the start, it will accelerate the manufacturing and investment business case"
esmap.org/sites/default/…
Meaning if @BushveldMin_Ltd win sufficient large scale battery mandates from the Eskom BESS Project, it will accelerate electrolyte manufacturing and ultimately drive the investment decision to move those "elsewhere" #VRFBs a lot closer to the contract source.
#BMN
#BMN
India leading the way with "ultramega renewable energy parks" and plan to install a colossal 450GW of RE by 2030.
50GW #batterystorage manufacturing plan also being pushed (#lithium) but with #VRFB also being encouraged through Okaya Power Group research project.
#BMN #vanadium
50GW #batterystorage manufacturing plan also being pushed (#lithium) but with #VRFB also being encouraged through Okaya Power Group research project.
#BMN #vanadium
Here's an article explaining the measures intended to encourage local #lithium battery manufacturing.
#BMN #vanadium #VRFB
pv-magazine.com/2019/06/12/ind…
#BMN #vanadium #VRFB
pv-magazine.com/2019/06/12/ind…
Latest update on Eskom BESS Project tender, is that it is planned for release in Q1 2020.
More importantly, the 200MW phase 1 project, made up entirely of battery storage and valued at $485m, has had its completion date revised to June 2021.
Game on #BMN #vanadium
More importantly, the 200MW phase 1 project, made up entirely of battery storage and valued at $485m, has had its completion date revised to June 2021.
Game on #BMN #vanadium
25th Sept 2019
"The only ministry that has not yet signed off is the Department of Public Enterprises, Moyo added."
"without committing to a launch date for the solicitation. “It’s imminent,” he said."
greentechmedia.com/articles/read/…
"The only ministry that has not yet signed off is the Department of Public Enterprises, Moyo added."
"without committing to a launch date for the solicitation. “It’s imminent,” he said."
greentechmedia.com/articles/read/…
According to latest update from the World Bank, Eskom BESS Project received its final government approval from the Dept of Public Enterprises on 21st Nov 2019.
No more political barriers exist. So it's now purely about the Eskom finalising the tender.
Its truly imminent #BMN
No more political barriers exist. So it's now purely about the Eskom finalising the tender.
Its truly imminent #BMN
Ferroalloys now reporting European vanadium prices ranging between $29.50 to $30.70 per kg, as of Weds 05.02.2020.
I would expect US prices to be moving in a similar vein.
#BMN
I would expect US prices to be moving in a similar vein.
#BMN
(1 of 2)
As expected, US FeV prices rising along side European prices.
US FeV now at $29 per kg meaning 80% of #BMN markets running at these sort of pricing levels.
vanadiumprice.com/vanadium-price…
As expected, US FeV prices rising along side European prices.
US FeV now at $29 per kg meaning 80% of #BMN markets running at these sort of pricing levels.
vanadiumprice.com/vanadium-price…
“Imminent‘ tends to be a dirty word around these parts but this is certainly a positive development.
Let’s go S.A. #BMN is locked and loaded, and ready to help you with this need.
#vanadium
Let’s go S.A. #BMN is locked and loaded, and ready to help you with this need.
#vanadium
As suspected “bidders would need to be aware of a minimum 20 percent local content requirement in the first phase of procurement.”
Locally sourced vanadium moving on to electrolyte next year, will see #BMN sail past that figure. Who else will be able to say the same.
Locally sourced vanadium moving on to electrolyte next year, will see #BMN sail past that figure. Who else will be able to say the same.
“Eskom is also looking for performance guarantees over 20 years and will be imposing penalties for noncompliance.”
So Mr Lithium how do you intend to coping with that requirement then?
#BMN in a very strong position going into this tender.
So Mr Lithium how do you intend to coping with that requirement then?
#BMN in a very strong position going into this tender.
