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CleanTeq (CLQ) – Co, Ni, Sc en waterbehandeling in AU

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easy56
0
quote:

DeZwarteRidder schreef op 26 juni 2018 08:19:


[...]
CleanTeq is een heel mooi bedrijf, maar erg duur en behoorlijk riskant vanwege problemen die kunnen ontstaan bij het opstarten van een grote nieuwe mijn.
jawel,daarom ook nog niet teveel kopen en niet teveel tegelijk.

Produktie nog ver weg ook.

Maar lange termijn kan t interessant bedrijf zijn mede doordat in safer politiek land bevindt met de goede grondstoffen voor EV revolutie.

En kansen schoonwater technology.

Maar kan idd langere zit worden dan gedacht.
easy56
0
www.youtube.com/watch?v=GVZILQbXlZQ&a...

Ivanhoe Mines: Leading the charge for Green Metals
-------------------
aan t einde ook clean teq

maar hele video is aanrader.
maurice73
0
www.miningweekly.com/article/the-us-a...

8TH JULY 2019 BY: BLOOMBERG

The US and Europe are getting more anxious about EV battery shortages

MELBOURNE – Automakers to trading houses from North America to Europe are becoming more concerned about future supply shortages of key materials needed for electric vehicle batteries as spending on new production soars, according to the developer of a $1.5-billion project in Australia.

More than a dozen parties have now expressed interest in taking up as much as a 50% stake in Clean TeQ Holdings’ Sunrise nickel/cobalt/scandium project, CEO Sam Riggall said Monday in an interview. They include companies in regions that until recently had shown less impetus to tie up raw material supplies.

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“It’s dawning on North America and Europe that there’s a raw materials issue that needs to be addressed here,” Riggall said by phone. “For the previous two years, I’ve been wearing out a lot of shoe leather and banging on a lot of doors trying to get interest in Europe and North America with very little success. In the last six months things have changed quite dramatically.”

Volkswagen in May picked Sweden’s Northvolt as a partner to start production of battery cells for electric cars, while the German and French governments have pledged funding and political support for efforts to spur a European battery manufacturing industry. In the US, the number of battery electric models available to consumers is forecast to double by the end of 2021, according to BloombergNEF.

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Melbourne-based Clean TeQ, which said last month it had appointed Macquarie Group to run a process to identify a partner, is seeking final offers for a stake in the Sunrise project by the end of September, and will aim to complete any sale by the end of the year, according to Riggall.

China’s grip on lithium-ion battery cell manufacturing is forecast to loosen through 2025, as new capacity is added close to demand centers in the US and Europe, BNEF said in a May report.

The scale of planned investments in electric lineups means both automakers and related industries in Europe and North America are focusing on how to secure future supplies of battery-grade nickel -- and also on ensuring there’s sufficient cobalt after the market tightens from about 2021 to 2022, Riggall said. “Their minds are being forced to turn to raw materials,” he said. “They are seeing significant risks on that side of the business.”

There’s a looming shortage of nickel sulfate, the material used for battery products, with demand forecast to outstrip planned new capacity, BNEF said in a July 2 report. Cobalt demand may also top global supply from about 2025, according to the note.

Cobalt prices have tumbled since early 2018 on new supply from incumbent producers in the Democratic Republic of Congo, and as some battery makers seek to reduce the amount of the metal in their packs. Nickel has declined about 11% on the London Metal Exchange in the past year.

Clean TeQ is targeting commerical production at the Sunrise project, with a forecast mine life of more than 40 years, from 2022, Riggall said.
Osho
0
quote:

maurice73 schreef op 8 juli 2019 21:07:


www.miningweekly.com/article/the-us-a...

8TH JULY 2019 BY: BLOOMBERG

The US and Europe are getting more anxious about EV battery shortages

MELBOURNE – Automakers to trading houses from North America to Europe are becoming more concerned about future supply shortages of key materials needed for electric vehicle batteries as spending on new production soars, according to the developer of a $1.5-billion project in Australia.

More than a dozen parties have now expressed interest in taking up as much as a 50% stake in Clean TeQ Holdings’ Sunrise nickel/cobalt/scandium project, CEO Sam Riggall said Monday in an interview. They include companies in regions that until recently had shown less impetus to tie up raw material supplies.

ADVERTISEMENT

“It’s dawning on North America and Europe that there’s a raw materials issue that needs to be addressed here,” Riggall said by phone. “For the previous two years, I’ve been wearing out a lot of shoe leather and banging on a lot of doors trying to get interest in Europe and North America with very little success. In the last six months things have changed quite dramatically.”

Volkswagen in May picked Sweden’s Northvolt as a partner to start production of battery cells for electric cars, while the German and French governments have pledged funding and political support for efforts to spur a European battery manufacturing industry. In the US, the number of battery electric models available to consumers is forecast to double by the end of 2021, according to BloombergNEF.

ADVERTISEMENT

Melbourne-based Clean TeQ, which said last month it had appointed Macquarie Group to run a process to identify a partner, is seeking final offers for a stake in the Sunrise project by the end of September, and will aim to complete any sale by the end of the year, according to Riggall.

China’s grip on lithium-ion battery cell manufacturing is forecast to loosen through 2025, as new capacity is added close to demand centers in the US and Europe, BNEF said in a May report.

The scale of planned investments in electric lineups means both automakers and related industries in Europe and North America are focusing on how to secure future supplies of battery-grade nickel -- and also on ensuring there’s sufficient cobalt after the market tightens from about 2021 to 2022, Riggall said. “Their minds are being forced to turn to raw materials,” he said. “They are seeing significant risks on that side of the business.”

There’s a looming shortage of nickel sulfate, the material used for battery products, with demand forecast to outstrip planned new capacity, BNEF said in a July 2 report. Cobalt demand may also top global supply from about 2025, according to the note.

Cobalt prices have tumbled since early 2018 on new supply from incumbent producers in the Democratic Republic of Congo, and as some battery makers seek to reduce the amount of the metal in their packs. Nickel has declined about 11% on the London Metal Exchange in the past year.

Clean TeQ is targeting commerical production at the Sunrise project, with a forecast mine life of more than 40 years, from 2022, Riggall said.



Mooi bericht. Even geduld, maar er komt een deal/JV aan. Zit erin aan 0,42 cent.
maurice73
0
www.miningweekly.com/article/cleanteq...

CleanTeQ transitions Sunrise to EPCM model, terminates MCC contract

The behind-schedule Sunrise battery materials complex, in central New South Wales, Australia, will be ready for a final investment decision (FID) by the middle of next year, owner CleanTeQ said on Friday, announcing that the project would transition to a conventional engineering, procurement and construction management (EPCM) execution approach.

The ASX- and TSX-listed company explained that the project was behind schedule because it had not been able to agree on a number of design, procurement, contracting and project execution matters with contractor Metallurgical Corporation of China (MCC).

As a result, the parties had agreed to terminate the MCC front-end engineering design services agreement and the engineering, procurement and construction heads of agreement.

“The project is best served by a delivery model that provides Clean TeQ with a higher degree of control over key aspects of project execution and management,” the project developer said.

Under an EPCM, Clean TeQ would select a contractor to provide management services for the project, oversee the appointment of subcontractors to supply major plant and equipment packages and construct the process plant and associated project infrastructure.

The company said that the EPCM model would tightly manage the cost and schedule risk by delivering about 65% of the cost of the process plant by subcontractors and vendors under fixed price contracts, with performance guarantees on the packages.

Fluor Australia, as the Sunrise project management contractor, would deliver a comprehensive project execution plan. Fluor is already engaged on engineering activities for the project and has been part of the integrated engineering team working with MCC in Beijing for the past four months.

The scope of work for the integrated Fluor and Clean TeQ team includes systematic collation and review of all the feasibility, engineering and project development work undertaken for the project to date.

The project execution plan would include an updated capital cost estimate for the project, incorporating input from design engineering work to date, and a revised master schedule for the engineering, procurement, construction and commissioning of the project.

Prior to making a FID, Clean TeQ would select an EPCM contractor for the engineering, procurement and construction phase of the project.

A FID is subject to financing and Clean TeQ reported that there was global interest in the project, which is one of the largest, lowest-cost and development-ready nickel/cobalt projects in the world.

In June, Clean TeQ announced that it had appointed Macquarie Capital to run a partnering process for the Sunrise complex. The decision to commence the partnering process followed numerous inbound enquiries from a range of parties in the electric vehicle supply chain in relation to both project level ownership, long-term offtake and other financing arrangements.

Strong metal price movements in recent months - with nickel prices up 45% over the past year and cobalt up around 40% from recent lows - has prompted increasing interest from the battery and automotive supply chains seeking to identify and secure long-term sourcing options for battery-grade nickel and cobalt sulphate, starting within the 2023 to 2025 timeframe.
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