Har inntrykk av at du har vært superoptimist, er du ikke det lenger? :P

Kort svar:
REC 👍
Ledelsen 👎🏻

Hører folk klage på ledelsen hele tiden.
Jeg pleier å følge opp med et spørsmål, da jeg oppriktig lurer og ønsker i tilfellet å utvide min forståelse av hvordan ting henger sammen.

Hva er det ledelsen egentlig skulle ha gjort annerledes? Fordi fra mitt ståsted er det ikke mye de kan gjøre, annet enn å satse på det de allerede gjør :)

Folk må slappe av. Røkke skal melke hver krone ut av støtteordninger/fradrag og tilskudd som vil komme. Da gjelder det å ikke forhaste seg. Amerikanerne ønsker flere arbeidsplasser i segmentet, og REC sitter med gode kort på hånda for fremtiden.

Ja, selskapet har kommunisert tydelig at Butte gir selskapet tid til å forhandle avtaler til beste for aksjonærene.

Jeg ser at mange er utålmodige, men det er alt for tidlig å dømme ledelsen før man faktisk vet hvordan avtalene ser ut. Altså; kritikk basert på uvitenhet er dumskap…

After a decade of growth, there were 10 million electric cars on the world’s roads by the end of 2020. This growth trend is set to continue, with at least 145 million on the roads by 2030.

The performance of batteries in this electrified future will be critical.

In this episode we are looking at a start-up that is hoping to revolutionise the materials we use to build batteries, just in time for the coming boom in demand.

Guest

Rick Costantino, Chief Technology Officer, Group14 Technologies

https://engineeringmatters.reby.media/2021/08/19/121-batteries-the-lithium-silicon-age/

Derfor jeg svarte deg kort. For dette kan bli en lang diskusjon og det har jeg ikke tid til. Men en ting skal jeg si er at når han kaster hele styret ut og presser seg frem og tar sjef stolen så burde han informere rest på 75,3% aksjonærer i selskapet en forklaring! Hva er det han kan gjøre både for selskapet og ikke minst for aksjonærene som de avgåtte styret ikke var i stanset til å gjøre? Dette burde vi har hørt noe om synes jeg i det minste.

Ja. Det kan jeg kanskje være enig med deg om. Kunne kommet ut med litt visjoner, ting og tang :D

Hører på podcasten nå, bra deling.

Nästa vecka är det event medfokus på poly och wafers

https://celltech.solarenergyevents.com/


The PV CellTech conference this year and next year will be focused on predicting the key metrics underpinning the next big shift to n-type. Join us in August for answers to key questions: The PV CellTech conference this year and next year will be focused on predicting the key metrics underpinning the next big shift to n-type. Join us in August for answers to key questions:
When will the transition to n-type happen?
Which companies will be first to 10 GW capacity and production?
Who will be the key equipment suppliers for the new production lines?
Which n-type process flow/architecture will emerge as the front-runner?
What will polysilicon purity and wafer thickness levels look like for optimized n-type manufacturing?
What will the upstream poly/wafer supply-chain look like in 5 years from now?

Representantene i Huset kommer tilbake fra ferie på mandag, 23. august, også. Da starter jobben med å godkjenne pakkene til Biden, 1,2 trillioner usd og 3,5 trillioner usd. Det bli noen spennende dager og uker fremover .

Tenker det er mye støtte de selskapene kommer til å få fra staten, når det gjelder store skattefradrag og ikke minst økonomisk støtte for å eskalere vekst.
Uten tvil dette er noe både REC og G14 og de andre venter på før de kommer med noe konkret til markedet. Når det gjelder solar i USA den blir så stor at de kommer til å kreve flere ML i løpet av kort tid for å tilfredsstille markedet og for å gjøre USA uavhengig av China. Tenker slutten av september/oktober kommer mye fine nyheter for REC. Merk til at det kan komme toll på varer fra andre land som Malaysia, Vietnam and Thailand. Da tenker jeg mer på Jinko avtalen og

Solar could be 40% of US generation by 2035, but it needs more investment, White House report finds
Dive Brief:

Solar power could represent 40% of U.S. electrical generation and could sustain as many as 1.5 million jobs by 2035, according to a report on the Biden administration's solar policies released by the White House on Tuesday.

To decarbonize the U.S. grid by 2035, the nation must deploy solar at three to four times the current rate, according to the report. The extension of investment and production tax credits by Congress could increase the rate of deployment, as could new incentives for storage and transmission projects, the report says.

Solar industry groups praised the report for highlighting the industry's growth and potential, and expressed optimism that it signals potential reforms to tax policy and other potential incentives
Dive Insight:

Solar will play a critical role in decarbonizing the U.S. electric grid, but only if the pace of deployment and investment accelerates, the White House report stated.

Citing an as-yet unreleased analysis by the National Renewable Energy Laboratory, the report indicates that deployment of solar must accelerate to three to four times its current rate by 2030 in order to decarbonize the electric grid by 2035. The report noted several congressional actions to accomplish this goal, including the extension of investment and production tax credits, the creation of new incentives for transmission and storage projects, and promoting community and residential solar for low- and moderate-income households.

"It’s encouraging to see the Biden administration continue to prioritize accelerating the transition to a renewable energy economy," Gregory Wetstone, president and CEO of the American Council on Renewable Energy (ACORE), said in a statement. "As the report makes clear, seizing this growth opportunity will require rapid transformation of the power sector and significant investment in a 21st century grid. But the payoff will be both climate protection and greater economic prosperity."

Tax reformation, Wetstone continued, will be a critical step in achieving the White House's goals. "We must move the renewable sector beyond the endless cycle of temporary stopgap measures to a stable, predictable, and long-term clean energy tax platform that helps decarbonize the economy while putting millions of Americans back to work," he said.

Alisa Petersen, manager of RMI's U.S. program, noted that although investor-owned utilities, municipalities and co-ops own 55% of the U.S.'s generating capacity, they currently own just 11% of utility-scale solar installations. Creating a direct pay tax credit, she said, would create more credit flexibility and allow these organizations to deploy more solar resources. One analysis, she said, projected that creating a solar production tax credit with a direct pay option would double emissions reductions, compared to extending the full value of existing credits.

The Solar Energy Industries Association (SEIA) also called for attention to trade policy while praising the report. In a note sent to SEIA members on Tuesday, SEIA president and CEO Abigail Roth Hopper noted that four companies have filed anonymous petitions for new tariffs on solar cell and module imports from Malaysia, Vietnam and Thailand.

"The disruptive and harmful impact of new trade petitions and CBP [U.S. Customs and Border Protection]*>> making sure that's the CBP she means* ***That's correct she spells it out earlier in the letter*** enforcement action cannot be understated," she wrote. "SEIA will continue to aggressively oppose any effort to unfairly favor one set of imports over another, or trade actions that hinder our industry’s ability to meet critical climate goals."

The planet is in peril. We’re building Congress’s strongest-ever climate bill

Let me be honest in telling you that this reconciliation bill, the final details of which are still being written, will not do everything that needs to be done to combat climate change. But by investing hundreds of billions of dollars in the reduction of carbon emissions it will be a significant step forward and will set an example for what other countries should be doing.

Here are some of the proposals that are currently in the bill:

Massive investments in retrofitting homes and buildings to save energy.

Massive investment in the production of wind, solar and other forms of sustainable energy.

A major move toward the electrification of transportation, including generous rebates to enable working families to buy electric vehicles and energy-efficient appliances.
https://www.theguardian.com/commentisfree/2021/aug/18/planet-peril-congress-reconciliation-climate-bill#climate

Om man vill följa de politiska processen i USA och kommande beslut om stora investeringar och subventioner kan man göra det här https://www.govtrack.us/congress/bills/

Nu i veckan ska kongressen följa upp infrastruktur paketet

@Al Capone

"Massive investment in the production of wind, solar and other forms of sustainable energy"

Klarere kan det ikke sies, framstår utenkelig at ML ikke gjenåpner.

Ikke direkte knyttet til REC, da Oljefondet utelukkende investerer i utlandet. Men bekrefter trenden vi alle tror på:

https://e24.no/boers-og-finans/i/g63md1/utvalg-foreslaar-nullutslippsmaal-for-oljefondet-dette-er-kjempebra

Så er det selvsagt ingenting i veien for at Oljefondet kan investere i selskaper som handler råvarer fra REC.

The House returns to stalemate
https://www.politico.com/newsletters/weekly-transportation/2021/08/23/the-house-returns-to-stalemate-797283
AUGUST 23, 2021
"
WELCOME BACK, CONGRESS: The House comes back today for a short interruption to its August recess. At 11 a.m., the Rules Committee will meet to pass the rule governing debate on three key bills: the bipartisan infrastructure bill, H.R. 3684 (117); a voting rights bill named after the late Rep. John Lewis, H.R. 4; and the Democratic budget resolution, S. Con. Res. 14. Per Speaker Nancy Pelosi’s plan, House members will pass the rule tonight and then pass the budget resolution Tuesday before heading back to their districts.

As you may have heard, there is disagreement over the proper order in which things should proceed from there: Pelosi refuses to hold a vote on the infrastructure bill until the $3.5 trillion reconciliation bill is ready to be voted on, too. And the reconciliation bill can’t happen until after the budget resolution is enacted. Meanwhile, a group of nine House moderates is publicly — and reportedly dozens more are privately — pushing for the infrastructure bill to come to the floor now. They’re threatening to tank the vote on the budget resolution if the infrastructure bill doesn’t come to the floor along with it.

That’s the status as lawmakers head to the Capitol today.

The smart money’s on Pelosi: It’s never a good idea to bet against Pelosi’s whipping skills, and most people we’ve talked to think she’ll get her way. But it’s not just a handful of centrists in her caucus who would have liked a quicker vote on the infrastructure bill: The Chamber of Commerce and many others in the business community and in the transportation world are eager to see that money start making its way around the country.

What that means for the FAST Act reauthorization: Remember, swallowed up inside that infrastructure bill is the five-year reauthorization for surface transportation programs that expire Sept. 30. Pelosi said in a letter to Democrats on Saturday that “the House is hard at work to enact both the Build Back Better Plan and the bipartisan infrastructure bill before October 1st, when the BIF would go into effect." But the American Association of State Highway and Transportation Officials is worried that if Congress kicks the can now, they could run out of time and end up having to enact a short-term extension.
"

Dette kan bety at The reconciliation bill kan fort bli vedtatt.

Synes det er veldig merkelig at markedet glemmer å prise inn noe så digert som ML!
Som denne artikkelen somer 1 mnd gammel der sier REC at det er ikke tvil om at ML åpnes men de venter rett og slett på de fordelene som kommer til å tilbys solar investment. Og det er ikke lenge igjen til det. Så det er så vanskelig å forstå når ting er så klinkende klart og markedet ikke tør å prise det.

REC Silicon progressing towards 2023 Moses Lake restart as Biden policy agenda adds weight to business case
REC Silicon said it is continuing to work towards a restart of operations at its Moses Lake polysilicon production facility in the US, with the company buoyed by recent policy initiatives unveiled by US President Joe Biden.

Discussing the Norway-headquartered firm’s Q2 2021 results, CEO Tore Torvund said the company is exploring opportunities created by the president’s renewables agenda which could add further weight to a restart of REC Silicon’s fluidised bed reactor (FBR) technology.

“A US solar value chain will support the transition to renewable energy, create high-paying manufacturing jobs in the US and result in the restart of the REC Silicon Moses Lake facility,” Torvund said.

And in a conference call with analysts following the results disclosure, Torvund said the company was still working to restart production at Moses Lake in 2023 – some four years after the facility was shuttered in 2019 – but stressed this was dependent on REC Silicon securing sales in the region, either for solar-grade polysilicon or silicon anodes.

During the investor presentation, REC Silicon stressed the benefits of its FBR method, and in particular the results of its FBR-B technology that has been used to produce solar-grade polysilicon within the company’s joint venture in Yulin, China, itself a 20,000 metric tonne facility. REC Silicon said the FBR-B method posed numerous benefits over the Siemens process, including reduced energy consumption, and the company estimates it could operate facilities with around one-third of the workforce required to operate a facility using the Siemens method.

REC Silicon would look to upgrade around half of the FBR-A reactors at Moses Lake to FBR-B at a cost of around US$40 million, Torvund said.

But this would be contingent on the creation of a market for polysilicon outside of China, and in particular the US, which has been all but curtailed due to trade sanctions relating to the material.

REC Silicon noted that despite facilities in the US having the capacity to produce polysilicon for around 10GW of solar modules, there is currently no polysilicon being produced because there is no access to ingot or wafering capacity in the country. Almost all ingot and wafering capacity exists in China, which has a further knock-on effect on US solar manufacturing chains, as represented in the below slide used in REC Silicon’s presentation.

Torvund continued to point towards recent policy initiatives in the US that have been announced and progressed under President Biden, including both an extension of the investment tax credit (ITC) to help stimulate solar installations, and a prospective manufacturing tax credit proposed by Democrat senator Jon Ossoff last month.

Merk dette her!
That tax credit, proposed to be enshrined within the Solar Energy Manufacturing for America Act, would provide tax credits for each unit of material or component produced at facilities in the US. Under Ossoff’s proposals solar-grade polysilicon would receive a tax credit of US$3 per kilogramme, with further credits available for wafers, cells and modules produced inside the US.


Those incentives would be available until the end of 2028 before being gradually phased out until 1 January 2031.

Torvund said the initiatives “make sense” given the US’ ambitions to decarbonise its economy, however it is expected that the Ossoff proposals will not proceed in their current guise, and are more likely to be watered down to become a more straightforward tax credit available on investments made in facilities, rather than reimbursements on a per-unit basis.
https://www.pv-tech.org/rec-silicon-progressing-towards-2023-moses-lake-restart-as-biden-policy-agenda-adds-weight-to-business-case/

Ser som Egon Olsen; alt er timet og tilrettelagt.

Tipper vi får en utvikling a la høsten 2020. Nyhetene er egentlig allerede offentliggjort, men markedet reagerer først når avtalene bekreftes.

RECsi sitter på verdier verdt flere ti-talls milliarder dersom et marked utenfor Kina vokser frem, (eller Kina åpner).
Tenker Bidens pakke med vanvittige skatteincentiver setter fyr på «made in America».

Jeg tror det er så enkelt som at selskapet har en del å bevise. ML har vært et tapssluk for investorer og oss aksjonærer i flere år nå. Selskapet har siden ting begynte å se lysere ut i fjor, ikke vist til noe som kan skape verdier i ML. Ingenting konkret, det er masse tegn og positivitet politisk, men det er det.

Det er som regel store og kapitaltunge investorer som driver kursen. Disse forvalter så mye som regel og de stiller gjerne en del strengere krav enn de 45000 småaksjonærene eller hva det var, som er i selskapet.

Dette vil snu ganske fort, så fort selskapet kan konkretisere hvordan de kan kapitalisere på denne grønne bølgen vi står ovenfor, med sterk vekst innen solar og batteri. Da kommer de store gutta mer og mer.

Det hjelper ikke at selskapet har en så trøblete fortid, her har mange tapt penger før, selv om det var store lovnader og det så lyst ut. Ser jo det på selskaper som NEL. De tjener ikke penger, men fikk en skyhøy prising på tross av dette. NEL må nå også bevise mer og mer for å gi tillit til investorene slik at de kan forsvare såpass høy prising.

Du kan nok ha noen poenger.

På den andre siden har selskapet bevist at de kan levere både energieffektivt og kostnadseffektivt med høy kvalitet. I tillegg henter de energien i fra vannkraft👍

Det er storpolitikk som knakk ryggen, da de regelrett ble utestengt fra markedet.

RECsi sitter altså med enormt gode kort når USA bygger egen verdi kjede. Selskapet prises svært lavt, så oppsiden er enorm når «made in America» materialiseres.

Hva som er riktig pris mens vi venter, kan man alltid spekulere i og diskutere. Det som er sikkert er oppsiden ved en oppstart av ML er enorm/ mange ganger dagnes kurs - så risiko/award kalkylen er svært høy.

Ja, ganske bombesikkert case etter mitt syn. Hensyntatt risiko.

Oppside fra dagens kurs? 500%+-?

Nedside? Kortsiktig en del, men på sikt ingenting. Butte alene vil drive selskapet og ikke minst vokse. ML kan de i verste fall selge.

Samme her. Semiconductors, solpaneler, og batterier kommer vi aldrig til at have nok af.

Lav carbon fremstilling af råmateriale til dette, bliver guld værd. Især med dagens polysilicon priser. Tror jeg.

Ja, jeg er rimelig sikker på at det vil komme avtaler her i løpet av 2021.
Det ble under presentasjonen av Q2, om jeg ikke husker feil, bekreftet at 2 av 4 reaktorer i ML skal oppgraderes til FBR-B. Disse to vil da kunne levere til halvleder industrien.
REC ville nok ikke gått til dette skrittet og tatt denne utgiften om det ikke lå helt klare indikasjoner/uskrevne avtaler med potensielle kunder som bare venter på tilskudd fra Biden administrasjonen før det signeres.

Sitt i ro i båten, folkens:)

Se dagens artikkel i FA om Fords satsing på elektrisk pick up F150
Ford inngår joint venture med SK som skal bygge 2 fabrikker i USA….

Ja, den har vært kjent en stund. Satses. Har jo spekulert i at G14 kan potensielt bli storleverandør av anoder til SK sine batterifabrikker. SK har jo lagt noen kroner i G14.

Brikkene faller på plass. Det er en potensiell enorm opptur dersom dette betyr at RECsi skal levere til Group14, som igjen leverer til SK/Ford.

Og det beste… det er mer sannsynlig, enn ikke.
SK har allerede opprettet et JV med Group14. RECsi og Group 14 har allerede en intensjonsavtale og Group14 har en testlab på RECsi sin fabrikk i Moses Lake.

Vel/ Oppsiden er RECsi er enorm. For en høst vi har i vente👍

Solar Energy manufacturing for America Act är fantastisk men den har en lång väg att vandra.
Det går att följa processen här: https://www.govtrack.us/congress/bills/117/s2140

Om den blir antagen kommer vi se investeringar över hela USA och amerikanska tillverkare kommer vara subventionerade prices som Kinesiska och på så sätt konkurrera på lika villkor.

https://www.electrive.net/2021/08/24/group14-und-inobat-schliessen-batterie-kooperation/

The US company Group14 Technologies, a provider of lithium-silicon battery materials, and the Slovak battery company InoBat have entered into a cooperation to produce batteries with high energy density for automotive applications.

As InoBat announced, a letter of intent has been signed to use Group14's lithium-silicon anodes in vehicle batteries. This is apparently supposed to happen according to the principle of the individually adaptable battery cell developed by InoBat - As reported, InoBat uses AI and methods from pharmaceutical research to determine the right cell chemistry for every customer requirement.

In the case of lithium-silicon cells, however, it will initially be about small quantities. InoBat does not mention the exact volumes in the communication. There it says, however, that Group14 is able to produce 120 tons of the patented anode material SCC55TM per year at its plant in Woodinville, Washington. “While most of the factory's current production capacity is for the company's consumer electronics customers, the factory is also making EV-sized batches of material available to auto-focused customers as part of the qualification process,” InoBat writes.

"Our goal is to contribute to the global electrification effort," says Marian Bocek, CEO and co-founder of InoBat. "The partnership with Group14 will enable us to offer advanced energy solutions along the entire battery value chain for a large number of markets."

"To enable the electrification of anything, the successful and sustainable adoption of electric vehicles depends on breakthroughs in energy storage," said Rick Luebbe, CEO and co-founder of Group14 Technologies. "With this partnership with InoBat, we are taking a leap to enable automakers to match and exceed cost parity while delivering unparalleled performance and reducing CO2 emissions worldwide."

Group14 is currently working on expanding its capacities in order to be able to offer larger quantities than the current batch for automotive customers. In July, Group14 announced a joint venture with the South Korean company SK Materials. The sister company of the battery cell manufacturer SK Innovation wants to build a factory for lithium-silicon battery materials in South Korea together with Group14.

SK Materials develops and manufactures electronics, displays and semiconductor elements, so it is familiar with the processing of silicon. Construction of the $ 52 million Nabe facility is slated to begin in 2022. SK Materials has already invested in the company in the Series B financing round that Group14 completed in December 2020. Among others, BASF is also involved in Group14.
Source: Info by email, group14.technology (deal with SK Materials)

Stærkt!!!!!

Mange tak for at dele!!
(:

Når jeg leser om Inobat, så kan jo dette bli riktig så gull.

https://inobatauto.eu/

Jeg skal ikke drepe gleden men hver gang jeg leser pressemelding iblandet AI blir jeg skeptisk, frykter det er buzzword bingo. Men men, får se

Og det drar seg til med etterspørselen av elektriske biler av Ford i USA også. Som igjen medfører stort behov for batterier, som igjen mest sannsynlig skal produseres i USA. Av hvem? Jo, muligens SK-Inovation, som igjen har avtale med Group 14, som igjen samarbeider med RECSI
https://finansavisen.no/nyheter/bil/2021/08/24/7724669/ettersporselsboom-etter-verdens-nest-mest-solgte-bil-produsenten-tar-kraftige-grep

“ China/Taiwan hold 85% of global cell manufacturing capacity and 75% of global module manufacturing capacity.

72% of announced poly expansions are outside Xinjiang, but 89% of global poly production is in China”

https://www.solarpowerworldonline.com/2021/08/polysilicon-production-already-moving-out-of-xinjiang-but-china-still-dominates/

Edit: link

Etterspørselen er større enn fabrikantene klarer å levere, takket være global mangel på mikrobrikker.


https://www.elbil24.no/nyheter/er-elbilen-din-forsinket-det-er-kanskje-ikke-sa-rart/74142136

Off..kan bli tungt framover å shorte denne aksjen 😂
https://www.prnewswire.com/news-releases/group14-technologies-and-inobat-announce-partnership-to-deliver-customizable-lithium-silicon-batteries-to-automotive-oems-301361082.html

Nå venter vi bare på at Røkke viser sine kort også. Absolutt alt peker i riktig retning, men siden Røkke er en mester i «pokerspill» er han ute etter de høye gevinstene…🤩

Bare hyggelig🙂