Står det noe om at de bruker silisium eller silan?

Solar Industry Briefing: Enforcement Action and Forced Labor Prevention
https://youtu.be/nzYkLT6ckwI
JUNE 25, 2021

United States: House Members Call On CBP To Stop Imports Of Polysilicon Products Made With Forced Labor In Xinjiang
https://www.mondaq.com/unitedstates/international-trade-investment/1083724/house-members-call-on-cbp-to-stop-imports-of-polysilicon-products-made-with-forced-labor-in-xinjiang
JUNE 29, 2021

US ban on China's Xinjiang solar products linked to alleged forced labour heaps pressure on supply chains
https://finance.yahoo.com/finance/news/us-ban-chinas-xinjiang-solar-093000960.html
JUNE 29, 2021

Third-party auditing won't solve US solar industry's Xinjiang problem
https://www.piie.com/blogs/realtime-economic-issues-watch/third-party-auditing-wont-solve-us-solar-industrys-xinjiang
JUNE 25, 2021

Fra G14 LinkedIn

As U.S. automakers ramp up EV production, a domestic battery ecosystem is a must for the U.S. to become not only a world leader in innovation but also a world leader in the production of battery innovations. In support of the U.S.’s national blueprint for lithium batteries to establish a secure supply chain for batteries by 2030, Group14 is working to produce commercial quantities of next-gen lithium-silicon battery material from our Battery Active Material (BAM) factory in Washington state. Manufacturing is a critical component to meet the global demand for electrifications and spur the growth of a clean energy economy in the U.S..

Joann Muller shares the risks of the U.S. becoming dependent on imported batteries, mirroring its dependence on foreign oil via Axios: https://bit.ly/3hgF8SK

NREL says US renewables up to 90% by 2050 would cost less than current generation mix
https://www.pv-magazine.com/2021/06/29/nrel-says-us-renewables-up-to-90-by-2050-would-cost-less-than-current-generation-mix/
JUNE 29, 2021

Quantifying the challenge of reaching a 100% renewable energy power system for the United States
https://www.sciencedirect.com/science/article/abs/pii/S2542435121002464
JUNE 16, 2021

SIA Calls for House Passage of Legislation to Advance U.S. Technology Leadership
https://www.semiconductors.org/sia-calls-for-house-passage-of-legislation-to-advance-u-s-technology-leadership/
JUNE 28, 2021

Statement by President Joe Biden on House Passage of the National Science Foundation for the Future Act and the Department of Energy Science for the Future Act
https://www.whitehouse.gov/briefing-room/statements-releases/2021/06/28/statement-by-president-joe-biden-on-house-passage-of-the-national-science-foundation-for-the-future-act-and-the-department-of-energy-science-for-the-future-act/
JUNE 28, 2021
"
In March, I outlined my vision for how we can grow our economy for all workers through the American Jobs Plan, and today the House took an important step in moving that forward by advancing two bipartisan bills. Led by Chairwoman Eddie Bernice Johnson and Ranking Member Frank Lucas, the National Science Foundation for the Future Act and the Department of Energy Science for the Future Act will make vital investments in R&D, science, and our economic competitiveness, and re-affirm the role of science in helping us solve major challenges like the climate crisis.

Manufacturing, and the innovation fueling it, are the backbone of the American economy, and they’re powered by the American workers and unions who help build our middle-class and the strongest, most dynamic economy in the world. But decades of neglect and disinvestment have left us at a competitive disadvantage as countries across the globe, like China, have poured money and focus into new technologies and industries, leaving us at real risk of being left behind.

We need historic—once in a generation—investments in our competitiveness that support R&D, innovation, our semiconductor industry, and advanced manufacturing to grow our economy and create good-paying middle-class jobs in every corner of America. By rebuilding those domestic sources of strength, we can out-compete China and the rest of the world for years to come.

I was pleased to see the Senate pass crucially important investments in our domestic strength through the U.S. Innovation and Competition Act with massive bipartisan support, and I’m heartened today to see the House pass similar bipartisan investments in R&D and science tonight. These pieces of legislation—and the agreement reached on the infrastructure framework last week—show the American people, and the world, that we’re capable of coming together as a country and setting aside our differences to make transformational investments that will strengthen us both at home and abroad. My Administration looks forward to continuing to work with the House and the Senate in producing a final bill I can sign.
"

America’s Lack Of Chips Is More Than A Blip
https://www.forbes.com/sites/deborahwince-smith/2021/06/29/americas-lack-of-chips-is-more-than-a-blip/?sh=29662e365158
JUNE 29, 2021

Fantastisk med alt av nyheter som legges ut her daglig nå! Så mye som skjer i USA nå at det er helt utrolig!!!

Nå må Norge virkelig komme på banen å. Også EU, så kan det her virkelig bli bra for det grønne skiftet og rec!

EU raises another €15bn for Covid-recovery effort
https://www.pv-magazine.com/2021/06/30/eu-raises-another-e15bn-for-covid-recovery-effort/
JUNE 30, 2021
“
The EU is conducting a near-€800 billion fundraising plan to borrow around €150 billion per year to the end of 2026 in order to offer €408 billion in grants and €386 billion in credit lines to member states attempting to rebuild their economies after the pandemic. EU nations must devote at least 37% of their planned ‘recovery and resilience' spending to green investment.
“

Herlig, kanskje vi ser et Rec jv i Europa.

New IRS Safe Harbor Notice Provides Needed Relief and Clarity for Solar Companies
https://www.seia.org/news/new-irs-safe-harbor-notice-provides-needed-relief-and-clarity-solar-companies
JUNE 29, 2021
"
Following is statement from Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA) on this critical new notice:

“Many solar companies have faced significant disruptions to their project timelines due to COVID-19, and this new notice from the IRS will give them much-needed breathing room to complete these projects.

“Over the last year and a half, the pandemic disrupted supply chains, shipping and construction operations, permitting processes and financing timelines. Without clarity on safe harbor rules from the IRS, some of these solar projects, and the local economic benefits they bring, would not have made it across the finish line. Businesses now have the certainty they need to keep these projects moving forward, and we thank our federal leaders at the Treasury Department for making this decision.

“The solar industry is leading America’s economic recovery and is a critical part of the solution to climate change. As we continue to work with Congressional allies on strong federal policies that will grow the solar industry and meet our climate goals, solar companies are working every day to bring billions of dollars of investment and thousands of jobs to local communities. This meaningful IRS action will help this job creation continue.”
"

Spekulasjon:

Michael Koenig slutter i Elkem på dagen. Hvor skal han nå?
Mer spennende utvikling i REC? Tore Torvund blir 70 neste år.

https://e24.no/boers-og-finans/i/lE7mvL/michael-koenig-gaar-av-paa-dagen-som-sjef-i-elkem

Det skjer mye om dagen ja, ikke bare i USA. Batterier kommer nå. Bare i Norge anslås det at det kan skapes mellom 14000-30000 jobber i denne bransjen innen 2030.

https://e24.no/det-groenne-skiftet/i/yRal4x/nho-og-lo-tror-paa-30000-batterijobber-det-maa-til-en-milliardsatsing

Var det derfor Rec gikk så mye ned idag mens Elkem steg? Dårlig start i tilfelle!
Spøk til side: tror Røkke & co snart må vise hvilke planer de har med eierskapet i Rec, ellers
vil vi nok ligge og vake rundt 20 en stund. Markedet venter nok på en avklaring av bl.a hvor stor
eierdel AKH sikter seg inn på.

Haha! Håper ikke det...

Det der har jeg tenkt på mye, Hvis AKH vil øke, hvorfor gjorde de det ikke når vi ble kjørt ned å toucha 13 sist? Med alle disse teoriene om at kursen er styrt, hvorfor er ikke AKH tjent med at kursen går til himmelen ( hvis de ikke skal øke eierandel? )
Beklager for at jeg stilte spørsmål i den ellers meget ryddige tråden din Flyers.

Tror ikke vi skal dra i gang konspirasjoner rundt AKH og ønske om lav kurs igjen:) Kristian Røkke har vel ved en tidligere anledning uttalt at AKH er fornøyd med eierandelen de sitter på. Skulle de få mer enn 1/3 eierandel, så utløses budplikten, og det spørs det om de er så veldig lystne på.

Vil jo anta at AKH også vet hvilke fremtidige kurser vi kan forvente oss, og om de da øker sin eierandel til, la oss si 30-32% ved emisjon (som vil komme), så unngår de budplikten, men får allikevel større del av kaka.

Hvis fremtidig kurs (4-5 år frem i tid) antas å bli 3-sifret slik mange her mener, så vil EMI kurs på 20-25,- være peanuts i det store og hele.

Det er markedet som styrer kursene, og i går gikk det meste av grønt ned, REC var i går faktisk ikke verst i klassen.
AKH vil jo ønske å få inn mest mulig cash fra en EMI, så jeg tror vi må slappe helt av rundt dette med manipulerte kurser.

Enkelt og greit på grunn av innsideinfo. Og kursen blir ikke styrt (muligens i korte perioder av trader(e) med dyp lommebok).

Saueflokken er usikker, det er megler med kursmål under dagens nivå (som jeg personlig stusser over - men jeg har ikke sett analysen), samt historien til selskapet og aksjen. Dette er faktorer som er med på å gjøre aksjen svært volatil — og det må vi nok dess verre leve med til det kommer børsmeldte avtaler.

Jeg tror AKH vil øke sin eierandel, og at de vil ha kursen lavest mulig da, men at de ikke kommer til å bruke skitne triks — men heller ikke hausse aksjen.

Ingenting er manipulert.

Følg samme kursgraf for mange esg grafer.

Nådde peak etter en lang fin oppgang, der nesten samtlige korrigerte ned.
Fra mai til nå har vi vært i en fin trend oppover.

https://www.tradingview.com/x/cCOcjZcy/

Ingen grafer går RETT uten noen korrigeringer på veien.
Trenden går opp og gjort i over 1 1/2 mnd.
Høyere HIGHS og høyere LOWS.

Jo raskere kursen går opp, vil også hvert fall virke mye, men vi klatrer oppover. Ingen store mysterier ved dette.

3 meglere virker å følge REC. Vi vet pareto og arctic har høye kursmål med en sannsynlighet at batteri silicon anodene slår igjen med en sannsynlighet på 50%. Dette er en stund siden så denne sannsynligheten må de nok øke, og derav kursmålet.

Den siste analytikeren som har lavest kursmål , ser mest sannsynlig kun på levering til poly industrien, og har nok ikke satt seg nok inn i levering av silan gas til batteri industrien, eller ser på den som stor nok sannsynlighet.
Slik vi ser utviklingen nå, ser alt ut som silicon anodene kommer for fult og at de har klart dette.
Kursmålene må endres og det til det høyere.
For 2 uker siden har en av disse endret oppover, og regner med det kommer analyser snart, og så er det ikke lenge til neste q rapport :)

China’s Use of Expat Uyghurs in CCP Centenary Propaganda Sparks Backlash
https://www.rfa.org/english/news/uyghur/propaganda-backlash-06302021190015.html
JUNE 30, 2021

SK Innovation pumps $26bn into EV batteries to quintuple output
https://asia.nikkei.com/Business/Technology/SK-Innovation-pumps-26bn-into-EV-batteries-to-quintuple-output
JULY 2, 2021*
"
SEOUL -- SK Innovation will spend 30 trillion won ($26.5 billion) on its electric vehicle battery business over the next five years, the South Korean energy and materials company said Thursday, looking to multiply production capacity by a factor of five to capture surging global demand.

The world's sixth-largest battery producer reports already having orders worth 130 billion won on its books.

"We are transitioning from carbon to green, and we will transform into an energy and materials company that is good for the environment," CEO and President Kim Jun said during a business strategy briefing in Seoul.

SK Innovation's EV battery operations accounted for just 5% of the company's 34 trillion won in revenue last year. The oil refining and distribution business generated more than 60% of sales, while petrochemicals contributed over 20%.

Yet the South Korean company positions batteries as a growth driver. It landed long-term supply contracts with the Hyundai Motor group, Volkswagen, Ford Motor and other big-name automakers.

SK Innovation is building five new factories in the U.S., Europe and China. The company targets production capacity of 200 gigawatt-hours by 2025, up from 40 GWh at present.

The supplier envisions spinning off the battery unit and taking it public to raise funds for the expansion.

"We should quickly carry out the spinoff so that we don't miss out on the best time to invest," said Ji Dong-seop, the head of SK Innovation's battery business.

SK Innovation held just a 5.2% share of the global EV battery market in 2020, Tokyo analytics firm Techno Systems Research says. The field is led by China's Contemporary Amperex Technology Ltd. (CATL), along with South Korea's LG Chem and Panasonic of Japan.

"We will rise to the world's top three by late 2022," Ji said.
"

Dette er jo veldig bra. Vi vet jo at G14 har både Rec og SK Materials på partnersiden, så her kan ting skje.

Så klart det komme te å skje ting📈💶😎 kjøpe så snart lønnå komme på konto eg iallfall, shite I om prisen e 14 elle 20kr😉 REC blir et sann eventyr🌄🌏📈

https://twitter.com/POTUS/status/1410576805464088576

"President Biden
@POTUS

United States government official

Folks, I’m a car guy – and I firmly believe the future is electric. Gina McCarthy and Secretary Granholm hit the road to talk about the Bipartisan Infrastructure Framework’s historic investments in electric vehicles and how we’re going to ensure the future is made in America."

https://twitter.com/ENERGY/status/1410702011201470464?s=19

"The 'deploy, deploy, deploy' mantra is ringing through all of our ears."

— LPO Director Jigar Shah on @SecGranholm's push for rapid investment in clean energy infrastructure 🔋⚡🏃‍♀️

Listen to the episode: https://t.co/t2zLzSa558 https://t.co/gaDtgG0LWt

Spændende (: tak for at dele!

WRO on Polysilicon, TPA Expiration, and Updates at the WTO
https://www.csis.org/podcasts/trade-guys/wro-polysilicon-tpa-expiration-and-updates-wto
JULY 1, 2021

2021 Trafficking in Persons Report
https://www.state.gov/reports/2021-trafficking-in-persons-report/
JULY 1, 2021

China, Other Asian Nations Cited as State Sponsors of Human Trafficking in US Government Report
https://www.rfa.org/english/news/china/trafficking-report-07012021193642.html/ampRFA
JULY 1, 2021

https://www.cnbc.com/2021/07/02/gm-moves-to-secure-critical-us-sourced-lithium-for-electric-vehicles.html

USCIRF Applauds Ban on Chinese Solar Panels Produced by Uyghur Forced Labor
https://www.uscirf.gov/news-room/releases-statements/uscirf-applauds-ban-chinese-solar-panels-produced-uyghur-forced-labor
JULY 2, 2021

US Government Policy Will Help Reshape Semiconductor Supply Chain
https://www.fitchratings.com/research/corporate-finance/us-government-policy-will-help-reshape-semiconductor-supply-chain-01-07-2021
JULY 1, 2021

Democrats Hope to Pass Climate Bill After Failing a Decade Ago
https://www.wsj.com/articles/democrats-hope-to-pass-climate-bill-after-failing-a-decade-ago-11625490000
JULY 5, 2021
Alternativt: https://pastebin.com/eZm1Ewtd

Infrastruktur, transportplan ved REC (Wheeler Road) blir forvaltet.

Moses Lake OKs plan for transportation :
how much extra traffic will be generated and how this will affect the road.
The next six years, the city will conduct further studies on the WHEELER ROAD and Road L intersection,
Division Street and Nelson Road intersection, East Broadway Avenue and WHEELER ROAD

https://columbiabasinherald.com/news/2021/jul/05/moses-lake-oks-plan-transportation/

Global Semiconductor Sales in May Up 26.2% Year-to-Year, 4.1% Month-to-Month
https://www.semiconductors.org/global-semiconductor-sales-in-may-up-26-2-year-to-year-4-1-month-to-month
JULY 6, 2021
"
WASHINGTON—July 6, 2021—The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $43.6 billion in the month of May 2021, an increase of 26.2% over the May 2020 total of $34.6 billion and 4.1% more than the April 2021 total of $41.9 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

“Global demand for semiconductors remained high in May, as sales increased both year-to-year and month-to-month across all major regional markets,” said John Neuffer, SIA president and CEO. “The industry shipped more units on a three-month moving basis in May than during any previous month in the market’s history, indicating semiconductor production has ramped up significantly to address rising demand.”

Regionally, year-to-year sales increased in Europe (31.2%), Asia Pacific/All Other (30.9%), China (26.1%), the Americas (20.9%), and Japan (20.4%). Month-to-month sales increased in the Americas (5.9%), China (5.4%), Japan (3.1%), Asia Pacific/All Other (2.6%), and Europe (1.1%).
"

Group 14 ute på Twitter nå. Ser store muligheter i Lithium Silicon i tog. Vi snakker da om amerikanske tog - :-)

Batteri tog altså 😉

For å kaste litt bensin på konspirasjonsbålet, ble det ikke akkurat godkjent toglinje « rett inn» i moses lake eiendommen?

CEO & President Kim also said “We are now at the point in time in which the Deep Change and innovation we started from 2017 must be completed and produce meaningful results. Building on our ESG competitiveness which we secured through stringent efforts, we will complete our Financial Story together with the BOD and stakeholders.” He added “We are planning to invest a total of 30 trillion won until 2025 for green growth, which is more than twice the size of investment over the past 5 years. As a result, we aim to increase the proportion of our green assets to 70% from the current level of 30%.”

https://batteryindustry.tech/sk-innovation-changes-the-corporate-identity-from-carbon-to-green-500-gwh-of-batteries-in-2030/