Showing posts with label REE. Show all posts
Showing posts with label REE. Show all posts

Thursday, May 13, 2010

"Recent Oil Spill shows the real price for Oil and leaves no doubt for us that there will be no more cheap oil: offshore drilling is costly now, it will be even more costly later. Relatively cheap Oil is in the hands of state owned companies in not so friendly to U.S. places. Oil squeeze will come from diminishing production rates and rising Inflation. The move will be even more explosive than in the Gold market - in the end only minority of people is effected by the gold price even now, Oil is the underlining of all Western Energy Diet. It is not sustainable. Emerging markets are taking more and more share of world wide production, oil producing countries are spending more at home. If you account all cost to produce, deliver and protect Oil supply to U.S. corp the price is already above 150 USD/barrel.
"
Peak Oil and Lithium: Joint Operating Environment 2010
Please pay attention,
this report is written by those who knows the Real Price of Oil. If you account all military needed to protect Oil supply lines and cost of wars to get more oil, price will be well above 150 USD/barrel already. Now we all have another problem: there is simply no more oil enough for all. Will future wars for oil be the only answer?"
Another "liberation" operation like Iraq, this time against Iran will break the camel's back with no return point. Competition for Oil is heating up and aggressive move by China into Electric Cars leaves no other options for US than to follow. In order to keep power China needs gradually improve standard of living, it will bring upside pressure on labor cost. Electrification will not only provide Energy Security to China, but will significantly reduce the cost of its transportation element and provide another opportunity to stay among low cost producers. Situation is completely different to U.S. - they have capital to invest in Electric Mobility CAPEX now and rip the rewards of lower cash cost on transportation side later. We will refer you to the
Economics of Electric Cars.
Recent Ash Cloud events in Europe brought a very sobering sense of the feeling to be grounded. It is amazing how many things are taking for granted. This time it is Ash Cloud - what will happen with oil above 150?
Electric Cars is the only commercially viable technology today to sustain mobility world wide with rising Oil prices. Lithium is at the heart of Green Mobility revolution - it is an industry adopted standard for batteries and billions of dollars are invested into battery technology and upcoming by the end of this year Electric Cars on a mass market scale. This Bull market is still very young - only a year or so from the beginning after the crash of 2008.
We will provide you with few links to study the subject further:"



Vice President Joe Biden calls the Navistar Electric Truck Team to congratulate them on shipping their first vehicle as a result of Recovery Act funding, from his home office in Wilmington, Delaware,
The Recovery Act:
First Recovery Act Electric Vehicle Delivered Today
Posted by Liz Oxhorn on May 13, 2010 at 04:04 PM EDT
For months now, a team at an Indiana plant has been hard at work preparing to manufacture electric delivery trucks that are entirely powered by plug-in power. They’ve been installing equipment, retrofitting an old manufacturing facility, assembling parts, testing the new technology – and today they became the very first Recovery Act recipient to deliver an electric vehicle with the advanced battery and electric drive grants the President announced last year as they unveiled their new truck today and handed the keys off to the customer.
Perhaps the President was on to something last year when he chose Navistar’s Wakarusa plant as the location to announce these awards – because that Indiana team marking this important milestone today is none other than the fine folks at Navistar. You may remember some of them from this video of the President’s visit there last year. Their community was hard-hit when a local employer, RV manufacturer Monaco Coach, went bankrupt during the economic downturn. Like communities across the country, they’re still making their way to back to economic recovery – but they’re starting to see a brighter future thanks to the Recovery Act. The electric truck being unveiled today? It was manufactured at one of Monaco’s old facilities - which is today Navistar’s new electric vehicle facility. And it was made with the help of some former Monaco employees – who, thanks to the Recovery Act, are now on the job at Navistar.
The folks at Navistar took a few minutes in the middle of their busy launch day to take a phone call from a special guest Vice President Biden congratulated the team not only reaching this important milestone, but on playing a leading role in putting Recovery Act dollars to work manufacturing smarter, cost-efficient vehicles and helping build an industry that will create good middle-class jobs for years to come. This is just the beginning for Navistar’s electric vehicle program – they plan to eventually develop and deploy 400 of these trucks and put sixty people to work in the process thanks to the Recovery Act investment.
And this wasn’t just an accomplishment for Navistar, but for the entire advanced battery and electric vehicle industry. In fact, the battery that is powering the new electric delivery truck unveiled today was built in Michigan by Michigan workers at A123 Systems – also thanks to a Recovery Act award announced last year.
It’s easy to get a look at this electric delivery truck and the other advanced technology the Recovery Act awardees are producing and think this is just about the future. But Navistar and companies like it are bringing the future to market today. In fact, this truck isn’t a model or test vehicle – it’s going to be immediately put on the road by the customer making deliveries in a smarter, more cost-efficient way. A plug-in powered vehicle that can carry in excess of 2 tons a distance of up to 100 miles per charge – that’s not the future, that’s today.



And because of the advances the more than 40 recipients of the Recovery Act’s $2.4 billion investment in electric vehicles are making today, we’re going to go from two advanced vehicle battery factories last year to 30 by 2012. We’ll go from two percent of the world’s advanced vehicle battery market share to 20 percent by 2012. And we’re not just making the parts here at home, we’re also helping plant the power stations to fuel electric cars all over the country. So while Navistar’s customer will hit the road with a brand new electric vehicle soon – it may not be long before you do too.
Liz Oxhorn is Recovery Act Communications Director

"Recent Oil Spill shows the real price for Oil and leaves no doubt for us that there will be no more cheap oil: offshore drilling is costly now, it will be even more costly later. Relatively cheap Oil is in the hands of state owned companies in not so friendly to U.S. places. Oil squeeze will come from diminishing production rates and rising Inflation. The move will be even more explosive than in the Gold market - in the end only minority of people is effected by the gold price even now, Oil is the underlining of all Western Energy Diet. It is not sustainable. Emerging markets are taking more and more share of world wide production, oil producing countries are spending more at home. If you account all cost to produce, deliver and protect Oil supply to U.S. corp the price is already above 150 USD/barrel.
"
Peak Oil and Lithium: Joint Operating Environment 2010
Please pay attention,
this report is written by those who knows the Real Price of Oil. If you account all military needed to protect Oil supply lines and cost of wars to get more oil, price will be well above 150 USD/barrel already. Now we all have another problem: there is simply no more oil enough for all. Will future wars for oil be the only answer?"
Another "liberation" operation like Iraq, this time against Iran will break the camel's back with no return point. Competition for Oil is heating up and aggressive move by China into Electric Cars leaves no other options for US than to follow. In order to keep power China needs gradually improve standard of living, it will bring upside pressure on labor cost. Electrification will not only provide Energy Security to China, but will significantly reduce the cost of its transportation element and provide another opportunity to stay among low cost producers. Situation is completely different to U.S. - they have capital to invest in Electric Mobility CAPEX now and rip the rewards of lower cash cost on transportation side later. We will refer you to the
Economics of Electric Cars.
Recent Ash Cloud events in Europe brought a very sobering sense of the feeling to be grounded. It is amazing how many things are taking for granted. This time it is Ash Cloud - what will happen with oil above 150?
Electric Cars is the only commercially viable technology today to sustain mobility world wide with rising Oil prices. Lithium is at the heart of Green Mobility revolution - it is an industry adopted standard for batteries and billions of dollars are invested into battery technology and upcoming by the end of this year Electric Cars on a mass market scale. This Bull market is still very young - only a year or so from the beginning after the crash of 2008.
We will provide you with few links to study the subject further:"



Vice President Joe Biden calls the Navistar Electric Truck Team to congratulate them on shipping their first vehicle as a result of Recovery Act funding, from his home office in Wilmington, Delaware,
The Recovery Act:
First Recovery Act Electric Vehicle Delivered Today
Posted by Liz Oxhorn on May 13, 2010 at 04:04 PM EDT
For months now, a team at an Indiana plant has been hard at work preparing to manufacture electric delivery trucks that are entirely powered by plug-in power. They’ve been installing equipment, retrofitting an old manufacturing facility, assembling parts, testing the new technology – and today they became the very first Recovery Act recipient to deliver an electric vehicle with the advanced battery and electric drive grants the President announced last year as they unveiled their new truck today and handed the keys off to the customer.
Perhaps the President was on to something last year when he chose Navistar’s Wakarusa plant as the location to announce these awards – because that Indiana team marking this important milestone today is none other than the fine folks at Navistar. You may remember some of them from this video of the President’s visit there last year. Their community was hard-hit when a local employer, RV manufacturer Monaco Coach, went bankrupt during the economic downturn. Like communities across the country, they’re still making their way to back to economic recovery – but they’re starting to see a brighter future thanks to the Recovery Act. The electric truck being unveiled today? It was manufactured at one of Monaco’s old facilities - which is today Navistar’s new electric vehicle facility. And it was made with the help of some former Monaco employees – who, thanks to the Recovery Act, are now on the job at Navistar.
The folks at Navistar took a few minutes in the middle of their busy launch day to take a phone call from a special guest Vice President Biden congratulated the team not only reaching this important milestone, but on playing a leading role in putting Recovery Act dollars to work manufacturing smarter, cost-efficient vehicles and helping build an industry that will create good middle-class jobs for years to come. This is just the beginning for Navistar’s electric vehicle program – they plan to eventually develop and deploy 400 of these trucks and put sixty people to work in the process thanks to the Recovery Act investment.
And this wasn’t just an accomplishment for Navistar, but for the entire advanced battery and electric vehicle industry. In fact, the battery that is powering the new electric delivery truck unveiled today was built in Michigan by Michigan workers at A123 Systems – also thanks to a Recovery Act award announced last year.
It’s easy to get a look at this electric delivery truck and the other advanced technology the Recovery Act awardees are producing and think this is just about the future. But Navistar and companies like it are bringing the future to market today. In fact, this truck isn’t a model or test vehicle – it’s going to be immediately put on the road by the customer making deliveries in a smarter, more cost-efficient way. A plug-in powered vehicle that can carry in excess of 2 tons a distance of up to 100 miles per charge – that’s not the future, that’s today.



And because of the advances the more than 40 recipients of the Recovery Act’s $2.4 billion investment in electric vehicles are making today, we’re going to go from two advanced vehicle battery factories last year to 30 by 2012. We’ll go from two percent of the world’s advanced vehicle battery market share to 20 percent by 2012. And we’re not just making the parts here at home, we’re also helping plant the power stations to fuel electric cars all over the country. So while Navistar’s customer will hit the road with a brand new electric vehicle soon – it may not be long before you do too.
Liz Oxhorn is Recovery Act Communications Director

Sunday, May 9, 2010




Satturday May 8th, 2010.


James Dines Editor & Publisher The Dines Letter with Jim Puplava.


"Lithium is the leveraged play on Peak Oil and rising Oil price with coming Inflation. Sector is very small and market is even more smaller - everything is ready for the parabolic move in case of supporting fundamentals."




James Dines has started the fire with REE market last spring as he did with Uranium before:





"Big IF" was in 2003 when James Dines pronounced bull market in Uranium and we made an easy killing on basket of Uranium Junior miners, some of them going from low 0.2 to over 1.0 AUD on Chinese money coming into the sector in less then a year. James Dines is in the picture again and this May he moved the REE market with value doubled and tripled with his announcement of the first Major Bull market after 2003 Uranium call in Rare Earth Elements. It will be our first take out from San Francisco Hard Assets conference last week - meeting hall was full of crowd and Master energised by attention proclaimed:
In 70s he told to his followers Buy Gold and he was a Gold Bug. He was stared down but refused to retreat. (This phrase followed every of his bullish calls.)
In 80s he told to Buy China and he was China Bug. He was...you know what happen next.
In 1997 he told to Buy Internet and he was an Internet Bug.
In 1999 he told to sell Internet stocks.
He told that it will be era of raw materials in 2000.
2002 he announced Uranium Super Bull.
2005 he told Sell Real Estate.
In November 2008 he told that it is Not the End of the world and mining stocks will double again.
In May 2009 he told about coming Buying Panic in Rare Earth Elements, announced Super Major Bull market in REE and became a Rare Earth Bug. They (REE) will be on front pages and Goldman Sachs owns Molycorp - private company which owns last past producing mine in USA. (We did not verify this information.)
- James Dines, John Kaiser and Jack Lifton are all extremely bullish on Rare Earth Elements and Jay Taylor has picked up recently TNR Gold / International Lithium for his Watch List. James Dines called it "The One Best Area to Buy Now", John Kaiser worried about "Security of Supply in a Changing World" and Jack Lifton reported on "In 2010 What will be the Best Plays in Rare Earths for Small Investors As Well As Large". Reasons sighted are the same as we have discussed before here:
China controls more then 97% of the market now.
By 2014 China will consume everything that will be produced in REE space.
All other REE metrics like 36 kg of REE in every Prius and 300kg of Rare Earth magnets per 1 mW of Wind Tubines."





Satturday May 8th, 2010.


James Dines Editor & Publisher The Dines Letter with Jim Puplava.


"Lithium is the leveraged play on Peak Oil and rising Oil price with coming Inflation. Sector is very small and market is even more smaller - everything is ready for the parabolic move in case of supporting fundamentals."




James Dines has started the fire with REE market last spring as he did with Uranium before:





"Big IF" was in 2003 when James Dines pronounced bull market in Uranium and we made an easy killing on basket of Uranium Junior miners, some of them going from low 0.2 to over 1.0 AUD on Chinese money coming into the sector in less then a year. James Dines is in the picture again and this May he moved the REE market with value doubled and tripled with his announcement of the first Major Bull market after 2003 Uranium call in Rare Earth Elements. It will be our first take out from San Francisco Hard Assets conference last week - meeting hall was full of crowd and Master energised by attention proclaimed:
In 70s he told to his followers Buy Gold and he was a Gold Bug. He was stared down but refused to retreat. (This phrase followed every of his bullish calls.)
In 80s he told to Buy China and he was China Bug. He was...you know what happen next.
In 1997 he told to Buy Internet and he was an Internet Bug.
In 1999 he told to sell Internet stocks.
He told that it will be era of raw materials in 2000.
2002 he announced Uranium Super Bull.
2005 he told Sell Real Estate.
In November 2008 he told that it is Not the End of the world and mining stocks will double again.
In May 2009 he told about coming Buying Panic in Rare Earth Elements, announced Super Major Bull market in REE and became a Rare Earth Bug. They (REE) will be on front pages and Goldman Sachs owns Molycorp - private company which owns last past producing mine in USA. (We did not verify this information.)
- James Dines, John Kaiser and Jack Lifton are all extremely bullish on Rare Earth Elements and Jay Taylor has picked up recently TNR Gold / International Lithium for his Watch List. James Dines called it "The One Best Area to Buy Now", John Kaiser worried about "Security of Supply in a Changing World" and Jack Lifton reported on "In 2010 What will be the Best Plays in Rare Earths for Small Investors As Well As Large". Reasons sighted are the same as we have discussed before here:
China controls more then 97% of the market now.
By 2014 China will consume everything that will be produced in REE space.
All other REE metrics like 36 kg of REE in every Prius and 300kg of Rare Earth magnets per 1 mW of Wind Tubines."


Tuesday, May 4, 2010


We think that Fisker Karma will do the trick:

"IRVINE, CA – April 15, 2010: American green-car maker Fisker Automotive will be launching a North American tour to introduce the stylish Karma premium plug-in hybrid to local markets, and support the company’s new retail network.Scheduled to kick off Tuesday, April 27 from the company’s Irvine, California headquarters, the two-month program will stop in 42 cities in 26 states and three Canadian provinces. An intended schedule can be found below and online in the News section of http://www.fiskerautomotive.com/"

Will he be looking next for Lithium for his portfolio?

May 1st, 2010.
Bill Powers (Energy) Editor Powers Energy Investor Topic: Peak Oil, Higher Natural Gas Prices & Energy Opportunities


We think that Fisker Karma will do the trick:

"IRVINE, CA – April 15, 2010: American green-car maker Fisker Automotive will be launching a North American tour to introduce the stylish Karma premium plug-in hybrid to local markets, and support the company’s new retail network.Scheduled to kick off Tuesday, April 27 from the company’s Irvine, California headquarters, the two-month program will stop in 42 cities in 26 states and three Canadian provinces. An intended schedule can be found below and online in the News section of http://www.fiskerautomotive.com/"

Will he be looking next for Lithium for his portfolio?

May 1st, 2010.
Bill Powers (Energy) Editor Powers Energy Investor Topic: Peak Oil, Higher Natural Gas Prices & Energy Opportunities

Monday, May 3, 2010

Race for Strategic Materials is on and U.S. is not in the front seats now: China controls 97% of REE market and lithium mostly produced in Chile, Argentina and Australia at the moment. Bolivia - named the Saudi Arabia of lithium by some, has its own mind about its vast undeveloped resources of lithium. Japanese companies are buying into Canadian and Australian junior mining companies to secure lithium supply and Chinese are very active in Australia. When U.S. will look at domestic lithium development in Nevada? Government sponsored enterprise in U.S. Strategic Metals Development Corp. like a Japanese JOGMEC can do the trick and finance juniors like International Lithium, Western Lithium and Rodinia Minerals on J/V basis: otherwise it will be 80s with Japanese Fever all over again. This time Japanese conglomerates will control not only movie studious, but something little bit more essential in the time of peak oil - lithium supply for the Electric Mobility Revolution. Recent deal in Nevada by JOGMEC with Lomico Metals is the first step in that direction, properties are still under DD review, but appetite to be engage in lithium exploration and development in Nevada by Japanese is there. Who will be gone next? When GM, Ford, GE, Dow, Rio Tinto, Boeing and DOE will wake up?
The U.S. may stockpile lithium, thin pieces of which are shown here at the Center for Lithium Energy Advanced Research lab in North Carolina


WSJ:



Pentagon in Race for Raw Materials
Stockpiling Minerals Takes on Greater Urgency as Global Supply Gets Squeezed



By LIAM PLEVEN
The U.S. military is gearing up to become a more active player in the global scramble for raw materials, as competition from China and other countries raises concerns about the cost and availability of resources deemed vital to national security.
The Defense Department holds in government warehouses a limited number of critical materials—such as cobalt, tin and zinc—worth about $1.6 billion as of late 2008. In the coming weeks, the Pentagon is likely to present a plan for Congress to overhaul its stockpiling program,


The new plan, dubbed the Strategic Materials Security Program by the Pentagon, would give the military greater power to decide what it stockpiles and how it goes about buying the materials. It would also speed up decision making at a time when military technology evolves rapidly, commodity markets swing widely and countries around the world fight to secure access to natural resources.
"It's a risk-management program," said Paula Stead, who oversees the effort for the Defense National Stockpile Center at Fort Belvoir, in Virginia. The goal is to be able to obtain "a much broader" array of materials in "a much shorter time," she said.
Right now, the military can't add to the stockpile list without congressional approval, a process that can take as long as two years. The military wants to remove that restriction. It also wants the authority to strike long-term deals with companies or allied nations to provide emergency supplies of materials that the military says are irreplaceable for making weapons, jet engines, high-powered magnets and other gear.
U.S. allies are also increasingly alert to possible supply threats. Last year, Australia blocked a Chinese firm's bid for control of a company that was developing a mine for rare-earth elements, which are used in products such as alloys, electronics and computer monitors.
China controls more than 90% of global production of rare-earth elements, which the U.S. military uses in lasers and high-powered magnets. The U.S. in October added several of these elements to its list of materials that it might warehouse.

The proposed changes to the stockpile system are part of a broader overhaul of the way the Pentagon buys raw materials. The military currently uses hundreds of millions of dollars worth of raw materials annually, for building weapons and equipment, among other things.
The military has recently tested a system of bulk-buying commodities—by putting in joint orders across the armed services—which could cut purchasing costs. The military also wants the latitude to have private companies stockpile materials in "buffer stocks" that the military can tap if other supplies dry up.
Critics argue the current stockpiling system—set up in 1939 for World War II and shaped by the Cold War—is outdated and leaves the U.S. vulnerable to a shortage of critical supplies. That could weaken the military's negotiating position or leave it at the mercy of wild price swings in the market, or unable to get the material it needs for key weapons.
The huge purchasing power of other nations such as China and India makes this even more critical, according to a Department of Defense report given to Congress last year. Worries about potential shortages of strategic materials escalated in 2007 and 2008, as commodity prices jumped and demand from emerging economies soared.
At a hearing on the stockpile last July, a Defense Department official told Congress that the price of rhenium, whose heat-resistant qualities help jet engines operate at higher speeds, at one point shot up 1,000%. Rhenium is one of many materials the department already screens for stockpiling.
China looms large in the debate. In addition to dominating production of rare-earth elements, China is an aggressive deal maker with countries and companies that produce raw materials. The Chinese government also stockpiles a range of natural resources.
The rising competition for raw materials has sparked fears in the U.S. military that some materials that once seemed abundant could suddenly become hard to get at any price. In 2008 the military suspended or limited sales of 13 commodities it had previously considered excess. Last year it added 14 materials to its list of resources it considers for stockpiling, including specialty steels, lithium and some rare-earth elements, taking the total to 68. More additions are expected, said Ms. Stead of the Defense National Stockpile Center.
The changes being proposed by the military have the potential to move prices, especially on materials for which the market is small. If the military decides to add a commodity to the stockpile, it could cause "some upward pressure on price," said Roderick Eggert, a mineral economist at the Colorado School of Mines, who has tracked the proposal.
The Defense Department is also a major buyer of raw materials for immediate consumption, as opposed to stockpiling. It purchases about three-quarters of a million tons of raw materials a year for immediate consumption, and it uses almost 1% of U.S. steel production and nearly 5% of its aluminum.
The stockpiling system evolved over the past few decades into a network of warehouses containing material that, after the Cold War, the military largely concluded it no longer needed. Much of what was stored has since been sold off, shrinking the hoard and netting about $7 billion.
In 1995, the stockpile held 90 different commodities at 85 different locations. Today, it holds 20 commodities in 10 locations, Ms. Stead said.
The system amounted to "putting stuff into big piles," said Robert Latiff, a retired Air Force major general and lead author of a recent study on managing raw materials for the National Academies. The process for adding new material was "not only lengthy but torturous," said Mr. Latiff, who is now a professor at George Mason University.
The military has been caught flat-footed in the past. A special type of steel was needed early in the Iraq war to reinforce Humvees to protect soldiers from powerful explosives used by insurgents. The Defense Department didn't have the steel in its stockpile, and couldn't find a domestic firm to produce all it needed.
The rules were changed to allow the military to use material from Mexico, according to testimony to Congress last year.
At the same time, the military has also adapted to emergencies. When it was racing to build bomb-resistant trucks to use in Iraq, the Pentagon invoked authority it hadn't used in decades to force contractors to give key projects top priority access to essential material, because it feared shortages of ballistic glass and other components.
Write to Liam Pleven at liam.pleven@wsj.com"

Race for Strategic Materials is on and U.S. is not in the front seats now: China controls 97% of REE market and lithium mostly produced in Chile, Argentina and Australia at the moment. Bolivia - named the Saudi Arabia of lithium by some, has its own mind about its vast undeveloped resources of lithium. Japanese companies are buying into Canadian and Australian junior mining companies to secure lithium supply and Chinese are very active in Australia. When U.S. will look at domestic lithium development in Nevada? Government sponsored enterprise in U.S. Strategic Metals Development Corp. like a Japanese JOGMEC can do the trick and finance juniors like International Lithium, Western Lithium and Rodinia Minerals on J/V basis: otherwise it will be 80s with Japanese Fever all over again. This time Japanese conglomerates will control not only movie studious, but something little bit more essential in the time of peak oil - lithium supply for the Electric Mobility Revolution. Recent deal in Nevada by JOGMEC with Lomico Metals is the first step in that direction, properties are still under DD review, but appetite to be engage in lithium exploration and development in Nevada by Japanese is there. Who will be gone next? When GM, Ford, GE, Dow, Rio Tinto, Boeing and DOE will wake up?
The U.S. may stockpile lithium, thin pieces of which are shown here at the Center for Lithium Energy Advanced Research lab in North Carolina


WSJ:



Pentagon in Race for Raw Materials
Stockpiling Minerals Takes on Greater Urgency as Global Supply Gets Squeezed



By LIAM PLEVEN
The U.S. military is gearing up to become a more active player in the global scramble for raw materials, as competition from China and other countries raises concerns about the cost and availability of resources deemed vital to national security.
The Defense Department holds in government warehouses a limited number of critical materials—such as cobalt, tin and zinc—worth about $1.6 billion as of late 2008. In the coming weeks, the Pentagon is likely to present a plan for Congress to overhaul its stockpiling program,


The new plan, dubbed the Strategic Materials Security Program by the Pentagon, would give the military greater power to decide what it stockpiles and how it goes about buying the materials. It would also speed up decision making at a time when military technology evolves rapidly, commodity markets swing widely and countries around the world fight to secure access to natural resources.
"It's a risk-management program," said Paula Stead, who oversees the effort for the Defense National Stockpile Center at Fort Belvoir, in Virginia. The goal is to be able to obtain "a much broader" array of materials in "a much shorter time," she said.
Right now, the military can't add to the stockpile list without congressional approval, a process that can take as long as two years. The military wants to remove that restriction. It also wants the authority to strike long-term deals with companies or allied nations to provide emergency supplies of materials that the military says are irreplaceable for making weapons, jet engines, high-powered magnets and other gear.
U.S. allies are also increasingly alert to possible supply threats. Last year, Australia blocked a Chinese firm's bid for control of a company that was developing a mine for rare-earth elements, which are used in products such as alloys, electronics and computer monitors.
China controls more than 90% of global production of rare-earth elements, which the U.S. military uses in lasers and high-powered magnets. The U.S. in October added several of these elements to its list of materials that it might warehouse.

The proposed changes to the stockpile system are part of a broader overhaul of the way the Pentagon buys raw materials. The military currently uses hundreds of millions of dollars worth of raw materials annually, for building weapons and equipment, among other things.
The military has recently tested a system of bulk-buying commodities—by putting in joint orders across the armed services—which could cut purchasing costs. The military also wants the latitude to have private companies stockpile materials in "buffer stocks" that the military can tap if other supplies dry up.
Critics argue the current stockpiling system—set up in 1939 for World War II and shaped by the Cold War—is outdated and leaves the U.S. vulnerable to a shortage of critical supplies. That could weaken the military's negotiating position or leave it at the mercy of wild price swings in the market, or unable to get the material it needs for key weapons.
The huge purchasing power of other nations such as China and India makes this even more critical, according to a Department of Defense report given to Congress last year. Worries about potential shortages of strategic materials escalated in 2007 and 2008, as commodity prices jumped and demand from emerging economies soared.
At a hearing on the stockpile last July, a Defense Department official told Congress that the price of rhenium, whose heat-resistant qualities help jet engines operate at higher speeds, at one point shot up 1,000%. Rhenium is one of many materials the department already screens for stockpiling.
China looms large in the debate. In addition to dominating production of rare-earth elements, China is an aggressive deal maker with countries and companies that produce raw materials. The Chinese government also stockpiles a range of natural resources.
The rising competition for raw materials has sparked fears in the U.S. military that some materials that once seemed abundant could suddenly become hard to get at any price. In 2008 the military suspended or limited sales of 13 commodities it had previously considered excess. Last year it added 14 materials to its list of resources it considers for stockpiling, including specialty steels, lithium and some rare-earth elements, taking the total to 68. More additions are expected, said Ms. Stead of the Defense National Stockpile Center.
The changes being proposed by the military have the potential to move prices, especially on materials for which the market is small. If the military decides to add a commodity to the stockpile, it could cause "some upward pressure on price," said Roderick Eggert, a mineral economist at the Colorado School of Mines, who has tracked the proposal.
The Defense Department is also a major buyer of raw materials for immediate consumption, as opposed to stockpiling. It purchases about three-quarters of a million tons of raw materials a year for immediate consumption, and it uses almost 1% of U.S. steel production and nearly 5% of its aluminum.
The stockpiling system evolved over the past few decades into a network of warehouses containing material that, after the Cold War, the military largely concluded it no longer needed. Much of what was stored has since been sold off, shrinking the hoard and netting about $7 billion.
In 1995, the stockpile held 90 different commodities at 85 different locations. Today, it holds 20 commodities in 10 locations, Ms. Stead said.
The system amounted to "putting stuff into big piles," said Robert Latiff, a retired Air Force major general and lead author of a recent study on managing raw materials for the National Academies. The process for adding new material was "not only lengthy but torturous," said Mr. Latiff, who is now a professor at George Mason University.
The military has been caught flat-footed in the past. A special type of steel was needed early in the Iraq war to reinforce Humvees to protect soldiers from powerful explosives used by insurgents. The Defense Department didn't have the steel in its stockpile, and couldn't find a domestic firm to produce all it needed.
The rules were changed to allow the military to use material from Mexico, according to testimony to Congress last year.
At the same time, the military has also adapted to emergencies. When it was racing to build bomb-resistant trucks to use in Iraq, the Pentagon invoked authority it hadn't used in decades to force contractors to give key projects top priority access to essential material, because it feared shortages of ballistic glass and other components.
Write to Liam Pleven at liam.pleven@wsj.com"

Tuesday, April 27, 2010



"TNR Gold Corp. is employing the project generator model. For those of you who may not know what a project generator model is, a word of explanation is in order. “Project generators” are companies that pick up early stage exploration ground when there are historical or scientific reasons to believe a property is prospective for a given mineral. Because these properties are obtained at an early stage of development, the cost of obtaining them is very low.As a project generator, TNR then uses its intellectual capital rather than hard currency capital to add value to its shareholders. By carrying out relatively low cost early exploration work, it demonstrates with greater confidence, the potential for a given property to host an economically viable mineral deposit. At that point in time, TNR hopes to bring in other companies that are willing and able to spend considerably more money to explore and advance those prospects toward production. TNR will generally retain a carried interest in those prospects into the future or at least a Net Smelter Return on any future production from the property. The prospect generator model is in theory a less risky model because, if other companies are spending considerable amounts of money, they can reduce the number of shares issued to raise capital."







Company update:



TNR Gold Corp. has entered into a letter agreement with Cricket Capital Corp. on the Company's 100% owned Forgan Lake property located 125km northeast of Thunder Bay, OntarioIn addition, the Company has commenced drilling at the Mariana Lithium brine project in Argentina, and it has increased its land position in Nevada to 5,285 hectares through staking and has commenced a geophysical program on its Mud Lake project, Nye County, Nevada. The Company proposed to waive the production of a feasibility study and exercise its right to acquire 25% of the northern half of the properties for Minera Andes' Los Azules Project in Argentina.
TNR established June 8, 2010 as a date of the meeting date for shareholder approval of the previously announced spin-out of TNR's lithium and rare metals assets into its wholly-owned subsidiary, International Lithium Corp. TNR shareholders of record on the date of the spinout, planned for late June or early July, will receive one share and one fully tradable warrant of International Lithium Corp. for every 4 shares of TNR."
We have a position in this company, please, do not consider anything as an investment advise, as usual, on this blog.



"TNR Gold Corp. is employing the project generator model. For those of you who may not know what a project generator model is, a word of explanation is in order. “Project generators” are companies that pick up early stage exploration ground when there are historical or scientific reasons to believe a property is prospective for a given mineral. Because these properties are obtained at an early stage of development, the cost of obtaining them is very low.As a project generator, TNR then uses its intellectual capital rather than hard currency capital to add value to its shareholders. By carrying out relatively low cost early exploration work, it demonstrates with greater confidence, the potential for a given property to host an economically viable mineral deposit. At that point in time, TNR hopes to bring in other companies that are willing and able to spend considerably more money to explore and advance those prospects toward production. TNR will generally retain a carried interest in those prospects into the future or at least a Net Smelter Return on any future production from the property. The prospect generator model is in theory a less risky model because, if other companies are spending considerable amounts of money, they can reduce the number of shares issued to raise capital."







Company update:



TNR Gold Corp. has entered into a letter agreement with Cricket Capital Corp. on the Company's 100% owned Forgan Lake property located 125km northeast of Thunder Bay, OntarioIn addition, the Company has commenced drilling at the Mariana Lithium brine project in Argentina, and it has increased its land position in Nevada to 5,285 hectares through staking and has commenced a geophysical program on its Mud Lake project, Nye County, Nevada. The Company proposed to waive the production of a feasibility study and exercise its right to acquire 25% of the northern half of the properties for Minera Andes' Los Azules Project in Argentina.
TNR established June 8, 2010 as a date of the meeting date for shareholder approval of the previously announced spin-out of TNR's lithium and rare metals assets into its wholly-owned subsidiary, International Lithium Corp. TNR shareholders of record on the date of the spinout, planned for late June or early July, will receive one share and one fully tradable warrant of International Lithium Corp. for every 4 shares of TNR."
We have a position in this company, please, do not consider anything as an investment advise, as usual, on this blog.

Tuesday, December 15, 2009

This is our Ultimate Electric Car marketing tool in action, this time with HRH Frederik.
"This is what we call the "Cool Factor", it is above and below. It is bold, streamlined and ready to take off. It is your statement about your values. It is not Cheap in any sense and it is a way to go, at least for us - this is what we would like to have on a drive way. Did we mention that it is Electric Hard Hybrid with lithium-ion battery? We did, hundred times already - Electric cars are not Vacuum Cleaners with wheels any more. They are piece of art and coming in numbers. Karma Fisker is an ultimate marketing tool for Electric Revolution to happen. Money in Lithium and REE will be made with EV's mass market saturated with Nissans, Renaults, BYDs and Revas. Mass market wild fire will be started by Cars like Karma."


New Car Net:
Danish prince drives Fisker to Copenhagen

The Crown Prince of Denmark is on his way to the COP15 UN Climate Conference events in Copenhagen driving a Fisker Karma plug-in hybrid car.
The prototype saloon, developed by American automaker Fisker Automotive, can travel 50 miles emission-free on a single charge of its Lithium-ion battery.The Karma can travel an additional 250 miles on a range extending generator turned by an efficient four cylinder petrol engine. Economy is 2.4L/100km and emissions of just 83g/km CO2 - better than today's best hybrids. Still, the Karma can reach 62mph in about 6 seconds and exceed 125mph.HRH Prince Frederik is due to arrive in the Fisker Karma at the Hopenhagen event at Raadhuspladsen around 4pm."

Wednesday, December 9, 2009



"The Electrification Roadmap presents a bold and specific vision: By 2040, 75 percent of light-duty vehicle miles traveled in the United States should be electric miles. As a result, oil consumption in the light-duty fleet would be reduced by more than 75 percent, and U.S. crude oil imports could effectively be reduced to zero."



TNR Gold reports another significant success of International Lithium Corp. exploration program on Mavis Lake, Ontario. Jay Taylor does his homework right and now we can see why he has suggested recently:
Our main take out from the news:

"We are observing both high-grade well-evolved Lithium and Tantalum zonation as well as significant levels of Cesium and Rubidium on the Mavis Lake property," states Gary Schellenberg, President and CEO of TNR Gold, and continues, "The project is clearly emerging as a premier multi-element rare metals project and warrants a major exploration program in 2010."

Dr. Frederick Breaks, Special Advisor for TNR Gold, stated, "The peak tantalum values observed are amongst the highest reported in north western Ontario and when taken in conjunction with the strong widespread nature of the mineralization, this indicates significant exploration potential at the Mavis Lake property."

Now we have a hint where will be exploration efforts of TNR Gold in 2010 in hard rock lithium part of its portfolio.

Mavis Lake Rare Metals project is growing from staking stage into significant exploration target. Hard rock lithium mining, as you remember, includes the crucial element of necessary credit from other metals and minerals, which could make the potential deposit economical even with recent level of prices for lithium.

These discoveries of high Tantalum values, presence of Cesium and Rubidium are making this property a valuable exploration target.

Values of lithium and tantalum and types of minerals found on the property are similar to two producing mines: Tanco mine and Wodgina mine.

Next step will be to confirm exploration model by drilling program on the property in order to find available tonnage of mineralised material and its grade, which will define economics of potential deposit.

There is another significant indication of potential for Mavis Lake property: next to it on the left side on the map is located a historical resource with 500k tones of 1% Li2O in the same geological setting. Size of the property is not limiting exploration potential for economic tonnage to be discovered by further exploration. Tantalum enrichement zone defined by this exploration program is located to the right side of the property after known Lithium enrichment zone.

Mavis Lake project enjoys easy access and infrastracture availible for further development in the area.
We own shares of this company, biased and nothing should be taken as an investment advise on this blog as usual: just enjoy our travel notes "On the way to the Green Future."




Source: TNR Gold Corp.
On 6:20 pm EST, Wednesday December 9, 2009
VANCOUVER, BRITISH COLUMBIA--(Marketwire - Dec. 9, 2009) - TNR Gold Corp. (TSX VENTURE:TNR - News; "TNR" or the "Company") and wholly-owned International Lithium Corp. ("ILC") are pleased to announce results of the 2009 fall field program demonstrating strong and widespread tantalum mineralization on its 100% owned Mavis Lake property located 15km northeast of Dryden in northwestern Ontario.





Key Point Summary:
- 38% or 78 of 204 grab and channel samples returned assay values greater than 150 ppm Ta2O5;
- 1349 ppm and 1246 ppm Ta2O5 from 2 grab samples, amongst highest reported in NW Ontario;
- Highly evolved lithium-tantalum zonation identified similar to producing Tanco mine; and
- Underexplored tantalum zone is significant exploration target.




"We are observing both high-grade well-evolved Lithium and Tantalum zonation as well as significant levels of Cesium and Rubidium on the Mavis Lake property," states Gary Schellenberg, President and CEO of TNR Gold, and continues, "The project is clearly emerging as a premier multi-element rare metals project and warrants a major exploration program in 2010."
2009 Sampling Programs
Two field programs were undertaken in 2009 to assess the lithium (Li), tantalum (Ta) and other rare metals potential of the Mavis Lake property. The initial field program consisted of reconnaissance prospecting and sampling. Samples collected from Pegmatite 18 returned strong results for both Ta and Li with peak assay values of 3.61 Wt% Li2O (lithium oxide) in a grab sample and 1.24 Wt% Li2O over 5.3 metres in a composite channel sample (Company News Release - October 5th 2009).
The follow-up program consisted of detailed mapping and sampling of the known pegmatite occurrences that returned high grade lithium values up to 2.1 wt% Li2O in grab sample and 1.4 wt% Li2O over a 4.7 metre composite channel sample. In addition, a lithogeochemical survey over a 1200m by 900m grid extended the lithium dispersion anomaly (greater than 50 ppm Li) by 1.1kms to 4.5kms in total length (Company News Release - November 19th, 2009). Of special note, 38% (78 of 204 samples) graded better than 150 ppm Ta2O5 (tantalum oxide) demonstrating strong and widespread highly anomalous Tantalum mineralization.
The highest tantalum values came from Pegmatites 13, 14 and 16 which occur within an area of 500 by 800 metres that represents the known southeastern exploration limit for rare metal mineralization on the property. This highly prospective area of elevated tantalum values is underexplored and completely open to the east and southeast and will be the major subject of field investigation in 2010. Samples from this area returned peak Ta2O5 values of 1349 ppm (0.135%) and 1246 ppm (0.125%) from the No.16 and No.14 pegmatites, respectively.
Dr. Frederick Breaks, Special Advisor for TNR Gold, stated, "The peak tantalum values observed are amongst the highest reported in north western Ontario and when taken in conjunction with the strong widespread nature of the mineralization, this indicates significant exploration potential at the Mavis Lake property."
Other highlights include Ta2O5 values of 723 ppm, 614 ppm and 593 ppm from the No.13, No.17 and No.19 pegmatites, respectively (see Table 1).


Samples with very high tantalum values tend to have low lithium values as is typical of sodic aplite and albitite-rock units that represent important host-rocks for tantalum mineralization as exemplified by the Tanco Mine in Manitoba and the Wodgina and Greenbushes Mines of Western Australia. However, there are samples with very high lithium values that also carry strongly anomalous tantalum. Examples of this strong multi-element signature can be found in both grab samples in Table 1 and channel samples of Table 2.
Tantalum mineralization occurs as fine-grained tantalite-columbite group minerals that are hosted primarily in sodic aplite and related albitite (greater than 8 wt% Na2O). Other tantalum-rich minerals may also be present as previous work confirmed wodginite associated with tantalite, columbite, lithium tourmaline and montebrasite at pegmatite 19 (Ontario Geological Survey, 2000 Miscellaneous Release Data 127).
Wodginite is the chief ore mineral for tantalum at the Tanco and Wodgina mines. The Tanco Mine had a historical reserve estimate of 1,879,000 tons grading 0.216% Ta2O5 and has proven to be a world class producer of tantalum, lithium, cesium and rubidium. The Wodgina mine has proven historical reserves of 0.4 million tonnes grading 0.128% Ta2O5. The high-tonnage low-grade Greenbushes mine contains proven and probable reserves of 88.6 million tonnes @ 0.022% Ta2O5.
To view Figure 1 please click on the following link: http://media3.marketwire.com/docs/tnr1209.jpg
Mavis Lake Property
The Mavis Lake property is located 15 km Northeast of Dryden, Ontario. It is easily accessed via the Trans-Canada Highway and a series of logging roads. The claim block comprises a total of 2,544 ha and covers several known rare metal pegmatites.
Regional pegmatite mineralization is directly associated with the strongly peraluminous Ghost Lake pluton and related pegmatitic granite dykes. Rare metal mineralization in the Mavis Lake area occurs in zoned pegmatites hosted by mafic metavolcanic rocks. Rare metal mineralization has been noted to occur in four zones: internal beryl zone within the parent of the Ghost Lake pluton that evolves into external zones of beryl-columbite, spodumene-beryl-tantalite and albite-type pegmatites.
The known pegmatite dykes on the Mavis Lake property comprise spodumene-beryl-tantalite, albite-type or a combination of both. The adjacent Fairservice property is dominated by east trending spodumene-beryl-tantalite-type pegmatites, considered to be part of the same dyke swarm as on the Mavis Lake claim block, and has a historical (non NI 43-101 compliant) resource of 500,000 tons at 1.0% Li2O.
Ike Osmani, P.Geo, is the company's qualified person on the project as required under NI 43-101 and has reviewed the technical information contained in this press release. To help understand the technical aspects of Lithium and other Rare Metals please visit TNR's website at www.tnrgoldcorp.com.





TNR is a diversified metals exploration company focused on exploring existing properties and identifying new prospective projects globally. TNR has a total portfolio of 33 properties, of which 16 will be included in the proposed spin-off of International Lithium Corp.
It is anticipated that TNR shareholders of record will receive up to one share and one full tradable warrant of International Lithium Corp. for every 4 shares of TNR held as of the yet determined record date. This will result in TNR shareholders owning shares in both TNR and International Lithium. For further details of the spin-off please refer to TNR's April 27, 2009 news release or visit http://www.internationallithium.com.
The recent acquisition of lithium, other rare metals and rare-earth elements projects in Argentina, Canada, USA and Ireland confirms the company's commitment to generating projects , diversifying its markets, and building shareholder value.
On behalf of the board,
Gary Schellenberg, President"

Monday, December 7, 2009


"As the global market for electrified vehicles grows rapidly over the next several years, lithium ion (Li-ion) batteries in a variety of chemistries will be the technology of choice for auto manufacturers." - this is the most important take out for us and our investment strategy from this report. We have mentioned before that auto makers have confirmed this choice of Lithium-ion technology on a number of auto shows. Another important message is a growth rate of this market expected by this company: from $878 million estimated in 2010 to 8 billion in 2015. It means an explosive growth for Lithium Demand if these estimations are valid. Big stakes will be taken in the big game. More about introduction to the sector is in "BBC Rare earth: The New Great Game"










The U.S. government is looking to give out a second $100 million funding round to developers of fuels and batteries for electric cars.
The U.S. Department of Energy has another $100 million to give to cutting-edge research, and it's focus remains on accelerating electric car deployment.
The DOE said Monday it's looking for projects in transportation, liquid fuel and batteries as part of its second round of funding from the Advanced Research Projects Agency-Energy (ARPA-E). The America Competes Act of 2007 created the ARPA-E, which is meant to support sciences that could make a significant contribution to the national goals of reducing foreign oil imports and emissions, and promoting energy efficiencies.
The DOE awarded its first round, $151 million to 37 projects back in October. At the time, $23.7 million of the funding went to startups and universities to investigate ways to make liquid transportation fuels from using sunlight as a key ingredient or even act as a catalyst (see New Form of Solar Energy: Direct Solar Fuel).
For example, BioCee and the University of Minnesota, which received the money from the previous round, are looking at using sunlight and carbon dioxide to grow two organisms for producing hydrocarbon.
Another company, Sun Catalytix, plans to use solar electricity to split water for producing hydrogen, which could be used as a car fuel or fed to fuel cells for electricity generation for homes and businesses at night (see Hydrogen-Harvesting Catalysts From the Sun).
For the latest round of funding, the DOE is again looking for similar, sunlight-to-fuel projects. But instead of projects that rely on the sun, typically for photosynthesis, the DOE wants to fund research that could use engineered microbes to convert carbon dioxide to fuels.
The use of photosynthesis is innovative, but the "overall efficiencies remain low," the DOE said. Plus, the need for sunlight also would limit production to during the day.
Specifically, the DOE is looking for projects to develop microbes that can harvest energy from hydrogen, metal ions or from electric current.
Besides liquid fuel projects, the DOE also wants to fund battery technologies for electric cars, as well as materials and methods to capture carbon dioxide emissions at coal-fired power plants.
Carbon capture remains a focus of various types of DOE funding, given that roughly 50 percent of the country's electricity come from coal-fired power plants."

Sunday, December 6, 2009

This junior is involved in Lithium development in Ireland.
Exploring for Lithium, Rare Earth Metals, Precious & Base Metals across the globe from Argentina to Ireland!


THE POST.IE



"ESB expects majority of electric cars by 2035



06 December 2009 By Eibhir Mulqueen


The head of the ESB’s new electric vehicle division has said that he expects the vast majority of fossil-fuelled cars in Ireland to be replaced by electric vehicles by 2035.Paul Mulvaney said the Irish project to introduce electric vehicles as the first choice for motorists would be a flagship one internationally.He has ordered the installation of the first of hundreds of plug-in charging points on streets and in car parks across the country.The first charging points, supplied by Carra Ireland, a provider of intelligent traffic management systems, will be installed in Dublin and Cork. Over time, the charging points, which look like bollards, will replace petrol stations as the fuelling point for motorists, according to Mulvaney.‘‘It’s a new technology, it’s a new industry. It’s very much happening as we speak," he said. The ESB will also be installing charging points in motorists’ homes, where they will typically use cheaper, nighttime electricity. Mulvaney said that, while there were currently very few electric vehicles being operated, the car industry was building up to 2011 for the first major launch of the next-generation vehicles.Meanwhile, the government has an advance order agreement with Renault-Nissan for 2,000 electric vehicles to be delivered next year. Its intermediate target is for 6,000 electric vehicles to be in use by 2013, as it seeks to reduce the state’s carbon footprint."

 

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