hehe tak :))

Måske er det her hvad du søger

Der bliver nævnt noget om SK's Z-folding metode, som jeg også ser bliver nævnt i den artikel du delte :)

[News Analysis] EV fires draw attention to separator tech of LG Chem, Samsung SDI, SK Innovation
http://www.koreaherald.com/view.php?ud=20201102000706
Nov 2, 2020

G7 agrees to end new gov’t support for coal power by end of 2021
https://www.reuters.com/business/environment/g7-agrees-end-new-govt-support-coal-power-by-end-2021-2021-06-13/
JUNE 14, 2021

U.S. Department of Energy Announces New Vehicle Technologies Funding and Future Partnerships with Battery Industry
https://www.energy.gov/eere/articles/us-department-energy-announces-new-vehicle-technologies-funding-and-future
JUNE 14, 2021

InterBattery 2021: SK Innovation shows safer, faster, longer EV batteries
https://skinnonews.com/global/archives/5892
JUNE 9, 2021

her er en artikel med nogle billeder af det som var på udstillingen :)

Wow, denne er VIKTIG!

For de som ikke har skjønt det enda

- Most technologies mix silicon and carbon, some obviate the need for graphite, the most exciting and promising technologies use a high % silicon
› Preferred form of silicon is silane, given the stability & flexibility of silane
- REC the only silane producer in the United States
- REC’s silane has lowest carbon footprint and REC’s silane reputation and competence is unsurpassed.

Som sagt blir utsiktene bekreftet ukentlig hvor vi er på vei de neste årene :)

REC har vel 70% av hele silane markedet i dag?

Takk for link 👍👍 Går rette veien dette...

Hehe. Spennende tider og det beste er at det kommer bare til å bli enda mer spennende fremover! Gøy at vi får leve gjennom og bli med på den grønne revolusjonen verden er på vei til.

U.S.-China relationship 'going down a path of great confrontation,' analyst says
https://finance.yahoo.com/news/us-china-confrontation-analyst-191424205.html
JUNE 14, 2021

https://auto.economictimes.indiatimes.com/news/auto-components/company-to-announce-more-battery-plants-this-week-gm-executive/83530373

GM + LG chem = Enevate sin teknologi? Som vi tror baserer teknologien på FBR granulater rett fra reaktorene i ML?

https://www.greencarcongress.com/2021/06/20210609-enevate.html

Ref. :

https://finansavisen.no/nyheter/industri/2020/01/24/7491591/rec-smeller-opp-19-prosent

"Det er all grunn til å tro at FBR-mikrogranulene som Enevate skal bruke i sin nye gigafactory kommer fra REC. REC er som kjent verdens eneste polysilisium produsent som bruker FBR (Fluidized Bed Reaktor) metoden, og det er umulig for Evenate å få tak i råstoffet for sitt batteri andre steder enn nettopp fra REC, skriver questi."

SEMI calls for US and EU cooperation on technology and trade
https://evertiq.com/design/50178
JUNE 15, 2021

Pure Silicon-Dominant Battery Technology er teknologien til enevate.

REC sin silane er foretrukne delen av silicon som rec har 70% av markedet av.
Høyst sannsynelig enevate er i kontakt med REC, angående fbr granuler eller silane.

Selskapet er som sagt i dialog med flere, men vi vet enda ikke hvem. Er mange potensielle kunder her.
Utvilklingen skjer veldig raskt nå, alle vil være først...

Er nok en med god grunn rec selv sier de er sikre på en lønnsom portofølje til oppstart av ML :-)

Hvem det blir som stikker av med silane gas kapasiteten til REC får vi nok vite om ikke altfor lenge

Jeg syns det er ekstremt spennende og ting virker virkelig å akselerere.

Forumbruker Questi lagde en tråd om Enevate og kobling mot REC her:

https://finansavisen.no/forum/thread/73819/view (ligger fortsatt under tickeren REC)

GM skal samarbeide med LG chem som har investert i Enevate.

U.S. Solar Market Eclipses 100 Gigawatts
https://www.seia.org/news/us-solar-market-eclipses-100-gigawatts
JUNE 15, 2021
"
WASHINGTON, D.C. and HOUSTON, TX — The U.S. solar market surpassed 100 gigawatts (GWdc) of installed electric generating capacity, doubling the size of the industry over the last 3.5 years, according to the U.S. Solar Market Insight Q2 2021 report, released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie.

Solar had a record-setting Q1 2021 and accounted for 58% of all new electric capacity additions in the United States. Renewable energy accounted for nearly 100% of all new electric capacity in Q1.
"

‘The status quo is no longer going to cut it’: Investor confidence sky high but ACORE calls on solar funds go further still
https://www.pv-tech.org/the-status-quo-is-no-longer-going-to-cut-it-investor-confidence-sky-high-but-acore-calls-on-solar-funds-go-further-still/
JUNE 15, 2021

EXPECTATIONS FOR RENEWABLE ENERGY FINANCE IN 2021-2024:
https://acore.org/wp-content/uploads/2021/06/Expectations-for-Renewable-Energy-Finance-in-2021-2024-EMBARGOED-UNTIL-JUNE-15-AT-12.01-AM-ET-2.pdf
JUNE 15, 2021

https://www.linkedin.com/posts/group14-technologies_us-department-of-energy-roundtable-a-national-activity-6810714758711525376-GFjg

👀

U.S. Department of Energy Roundtable: A National Lithium Battery Blueprint:
https://www.youtube.com/watch?v=LM8DUnQxQa8

Dette er bra.

Det er forunderlig hvordan kursen beveger seg - og hvordan dette styres. Og det værste er at mange aksjonærer blir stressa når noen kjører kursen ned/ og tilsvarende optimistiske når den går opp igjen.

Det har jo ingen verdens ting med selskapet RECsi å gjøre.

Min eldre bror ringer fra tiden til annen og spør: Hva skjer?

Svaret er : Ingen ting er endret fra i går. Men noen vil tjene penger på at du tror det:)

Uansett: Jeg ser fram til annonserte avtaler og 3-dobling innen årets slutt.

Chuck Sutton fra REC snakker fra 19:18.

Dette er meget bra. Skal mye til for at ML ikke åpner nå.

Hør hva hun sier fra 7:50 - 8:00

Jøss, det var en forsnakkelse men dette er dynamitt.

Secretary of Energy, USAs energiminister Jennifer Granholm sier altså rett ut: "We are gonna be announcing a public-private partnership to focus on the ltihiumbattery supplychain very soon, so stay tuned for more on that" Noen som vil vedde IMOT at REC er en del av avtalen? Ojojoj, dette kommer til å TA SÅNN AV!!!

Det er lov å håpe, slik jeg ser det er Rec en stor del av supply chain for nestegenerasjons batterier basert på Silan kapasiteten. Mye av satsningen nå er for å konkurrere og ta ledelsen over Kina og andre nasjoner, teknologisk sett. Da gir det veldig mening at Rec er en del av dette.

For å være litt vrien. Et ltihiumbattery har vel ltihium som anode ?. Eller er dette ordet nå etter hvert, også brukt for nye tekniske løsninger ?. (f.eks.Silisium) Kan kanskje også betyr at Jennifer bruker ordet som en fellesbetegnelse på batterier. Når man er All in, er det lett å henge seg opp i språk varianter.😎

"Group14 has received a $3.96 million grant for the project from the U.S. Department of Energy. The company is backed by the lithium-ion battery maker Amperex, specialty chemicals provider Cabot, lithium-ion anode materials producer Showa Denko, BASF Venture Capital and OVP Venture Partners."

https://www.bernreuter.com/newsroom/polysilicon-news/article/rec-silicon-planning-to-restart-its-plant-in-moses-lake-in-2022/

Fra 13. oktober 2020. Altså har Department of Energy allerede kastet en del penger etter Group 14 tidligere. Videre investeringer nå låter logisk!

Se der ja!!!

Jeg tipper det her kan være grunnen til at Røkke skulle inn som styreleder i hui og hast. Han har allerede gode relasjoner med demokratene etter snuoperasjonen i Philadelphia - Bill Clinton besøkte Røkke da han var i Norge. De ble kjent da Clinton var president ref snuoperasjonen i Philadelphia.

Vel/ for å sikre verdikjeden er de helt avhengig av RECsi - så de kommer ikke utenom.

RECsi flerdobles så snart dette bekreftes.

I et litium-batteri er det litiumet som holder på energien. Men for at litiumet skal flyte fra anode til katode (via elektrolytt og separator), må anode og katode bestå av ulikt materiale, som kan holde på x antall litium-ioner. Det vanlige er at anoden bruker grafitt, mens katoden gjerne har en blanding av nikkel, kobolt og mangan.

Problemet med dagens batterier er at grafittanodens kapasitet for litium-ioner er så mye mindre enn katodens. Hele batteriet begrenses av anoden. Ved å blande inn silisium, øker man andelen av litium-ioner anoden - og dermed hele batteriet - kan holde. Konkurransen går nå på hvor mye silisium man kan bruke i anoden før den blir ustabil og bryter opp.

Kort sagt: et batteri med silisiumanode er fortsatt et litium-ion-batteri.

Bill Clinton var ikke president da han besøkte Røkke, det var G.W Bush

Takker deg. Da kan jeg eller kose meg med setningen "supplychain very soon, so stay tuned for more on that ".

Chuck Sutton (REC):
https://youtu.be/LM8DUnQxQa8?t=1158

Dette: https://youtu.be/LM8DUnQxQa8?t=472
(Da blir det ikke noe annet enn texas her 💥)

👍 Det var etter/ de ble kjent da han var president.

Meyer Burger shifts cell strategy to keep production in-house and accelerate expansion plans
https://www.pv-tech.org/meyer-burger-shifts-cell-strategy-to-keep-production-in-house-and-accelerate-expansion-plans/
June 16, 2021
"
Franz Richter, chairman of the board of directors at Meyer Burger, said the change in strategy would allow it to focus on the higher-margin module business, while the closure of the financing facilities would allow the company to expand faster than planned.

A selection process for the second module fab has started, and Meyer Burger said the design of the facility will be flexible to allow it to produce both utility-scale modules and rooftop modules, responding to market demand.
"


hm

US Congress urges Border Patrol action on forced labor allegations
https://www.pv-magazine.com/2021/06/16/us-congress-urges-border-patrol-action-on-forced-labor-allegations/
JUNE 16, 2021

"
Members of the U.S. House Ways and Means Committee has sent a letter urging customs officials to “immediately take aggressive enforcement actions” regarding polysilicon products entering the United States from Xinjiang, China.

The letter to acting U.S. Customs and Border Protection commissioner Troy Miller was dated June 10 and has been signed by two dozen members of the congressional tax writing committee.

The letter complained that the agency has been slow in following up on forced labor allegations and “has yet to take a single enforcement action.” The letter said that customs officials had received allegations in late 2020 and suggested “imminent enforcement action” three months ago. “We believe it is time to act,” the letter said.
"

LINK TIL BREVET
https://waysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/LettertoActingCommissionerMiller.pdf?source=email?

"We write to respectfully request that U.S. Customs and Border Protection (CBP) immediately
take aggressive enforcement actions regarding polysilicon products entering the United States
from Xinjiang, China.
In response to detailed allegations regarding the prevalence of forced labor in polysilicon
production in Xinjiang, CBP sent a letter to Members of Congress in December 2020 confirming
that it will investigate such allegations and take all appropriate follow up action. In a subsequent
briefing with congressional offices of Ways and Means members working in February 2021,
CBP asserted that enforcement actions regarding polysilicon were forthcoming. However, CBP
has yet to take a single enforcement action, even though it received allegations more than
seven months ago and suggested imminent enforcement action nearly three months ago. CBP
has had sufficient time to review the disturbing facts regarding forced labor and polysilicon
production in Xinjiang—we believe it is time to act.
There is overwhelming evidence of the use of forced labor in polysilicon production that we
believe exceeds the standard for acting in accordance with Section 307 of the Tariff Act of 1930
(19 U.S.C. §1307). CBP must act quickly to enforce our laws prohibiting the use of forced and
slave labor from entering our country. Our government cannot sit idly by. We need you to take
strong action. American jobs, our economy and our values are at stake."

General Motors expands EV investments, plans more U.S. battery manufacturing capacity
https://www.pv-magazine.com/2021/06/17/general-motors-expands-ev-investments-plans-more-u-s-battery-manufacturing-capacity/

Jeg har vært inne i REC en stund og har et betydelig antall aksjer. Jeg trader ikke men blir mange ganger frustrert over de "ulogiske" svingningene i aksjen, drevet av daytrade, algoritmer, short osv. Men en ting kan jeg si - jeg har aldri vært mer BULL enn jeg er i dag. Alt ligger til rette for en stor opptur. Alle de "små" signalene på makro nivå, fornybarsatsingen i USA og det grønne skifte. Rart at ikke norske aviser skriver mer om selskaper som er posisjonert for denne oppturen, men det har vi desverre blitt vant til. Husk at vi siden nyttår har gått sidelengs med opp og nedturer sturt av tradere UTEN en eneste nyhet. Nyheter vil komme, hva skjer da? Jo, den ekspoderer og da er toget gått for de somm sitter på gjerdet og de som er ute av aksjen midlertidig. Stay long - stay strong.

https://menafn.com/1102296743/US-industrial-policy-not-a-threat-to-Asian-allies&source=25

Federal Register / Vol. 86, No. 113 / Tuesday, June 15, 2021 / Notices
https://www.govinfo.gov/content/pkg/FR-2021-06-15/pdf/2021-12555.pdf
JUNE 15, 2021

"
SUMMARY: Through this notice, the International Trade Administration (ITA) of the Department of Commerce announces a roundtable discussion with industry representatives and U.S. government officials. ITA invites applications from industry representatives to participate in the roundtable from existing manufacturers and prospective new market entrants, with products that are or will be produced in the United States in one or more of the following segments: Solargrade polysilicon, silicon ingots, silicon wafers, solar cells, and solar modules.

DATES:
Event: The roundtable will be held on June 29, 2021 from 1:00 p.m. to 4:00 p.m., Eastern Daylight Time. Event Registration: ITA will evaluate registrations based on the submitted information (see below) and inform applicants of selection decisions, which will be made on a rolling basis until 25 participants have been selected.

SUPPLEMENTARY INFORMATION: The International Energy Agency (IEA) forecasts that the world will add at least 145 gigawatts (GW) of solar capacity this year and 162 GW in 2022. The United States ranks second in the world for overall solar generation capacity and its solar deployment continues to grow exponentially, with around 20 GW added in 2020. Despite this large domestic demand for solar, U.S. manufacturers have experienced competitive challenges, and the United
States has thus become more reliant on imports including for PV components such as solar cells.

The Department seeks individual input and views at the June 29, 2021 roundtable regarding the U.S. solar PV panel (module) value chain, including the following topics:

• The current state of upstream manufacturing for solar PV in the United States, including solar cells, silicon wafers, polysilicon, and other key materials and components of PV modules;

• The potential contribution of U.S. solar panel manufacturing towards the Biden Administration’s overarching clean energy goals as set out in the Executive Order ‘‘Tackling the Climate Crisis at Home and Abroad;’’

• Best practices and policy proposals to incentivize further investment in a responsible solar panel manufacturing supply chain in the United States; and

• How to ensure that future federal procurement of solar energy will maximize the deployment of solar panels made in the United States. The event is closed to press and public. Industry participation is limited to 25 qualifying industry representatives. Officials from the Department of Energy, Department of State, and other relevant agencies will also be invited to participate in the discussion.

"