Hele verden fokuserer på dette med forsyning av råvarer til det grønne skiftet ., er bare i molbolandet man ikke ser den enorme oppsiden for REC ..

Ikke bare det. Men her ser også Biden-administrasjonen tidenes mulighet til å skape arbeidsplasser i USA. Det er det lenge siden en amerikansk president har fått til.

Når man ser hvor ille faktisk ligger det i verden angående halvledere så må en se hvor fantastisk ligger det an for Rec
https://podcasts.apple.com/no/podcast/mil-etter-mil-en-podcast-om-bil/id1492447958?l=nb&i=1000520139229

Norske fjellaper og Oslo børs passer ikke godt sammen i denne sovjetstat. Alt for mye politikk og nasjonalisme for at noen skjønner hva REC egentlig er..

Jeg er spent på hvordan silgassetterspørselen skal dekkes i årene fremover. Rec har kapasitet til å dekke 70% av silangassmarkedet pt. Rec kan produsere 32 KT silangass og i 2025 vil batterier kreve 40 KT. Det er omtrent hele dagens silangasskapasitet. I 2030 vil batteriene kreve 268 KT silangass. Produksjon av silangass må bygges ut helt enormt frem til 2030, ref slide i q1 presentasjon fra analysehus. Når Sila nano kan ta all silangass fra ML, hvordan skal de andre anodeprodusentene som baserer seg på silangass få dekket sine behov? Det er Rec som er ekspert på dette i vesten. Jeg ser for meg flere jv med anodeprodusenter, og utvidelse av både ML og Butte. Bare tenk når kontrakter blir underskrevet og planer om jv-er og utvidelser blir kjent. Jeg kan ikke skjønne annet enn at Rec-aksjen kan bli verdt både 100,- og 200,- og kanskje enda mer. Vi sitter jo midt i gullgryta:)

Jeg tenker det samme. Her vil vi se flere nye silanfabrikker poppe opp i fremtiden, noen av dem sannsynligvis med REC-logoen på.

Og når/hvis Tesla innser at de også må hoppe på toget i stedet for å tilby mindreverdig metallurgisk kvalitet i anoden, vil det bli ekstra interessant. Da trenger Tesla i så fall en silanleverandør som kan garantere for stabile mengder. Og: Made in the USA.

Det blir spekulasjon, men jeg tror uansett verden her vil se veldig annerledes ut om 5 år fra nå.

Kanskje KIR burde sponse en influencer…😂
men det blir vanskelig å finne noen som har noe som helst peiling på teknologi…🤣

EN drøss med grunner for lovende utsikter for Rec. Men må si meg enig med enkelte andre - Torvund sin kvartalspresentasjon var en sørgelig affære. Hvor blir det av engasjementet? Hvor blir det av vyene? Hvor blir det av evnen til å trekke noen linjer, vise til noen trender som Rec er en del av?
Så nettopp Quantafuel sin presentasjon og må si de var lysår bedre. Både selskapet Rec og Rec sine investorer/aksjeeiere fortjener at det brukes litt mer kalorier på å levere bedre enn dette.

Helt enig.
Jeg synes grunnleggende at budskapet i Q1 var positivt, i forhold til min personlige investeringsstrategi - men presentasjonen stiller jeg meg undrende til på noen punkter.
Noen dager før REC Q1 bevitnet jeg PLT Q1 og jeg må si det er vesentlige forskjeller i kommunikasjonsform - og hvordan fe resonnerer med meg.
Personlig liker jeg ledere og virksomheter som tegner visjoner. Dem som maler bilder av dét de streber etter. Og jeg setter veldig stor pris på dem som ikke skjuler deres ambisjoner.
Min opplevelse av REC Q1 var nettopp underspillede ambisjoner - og dermed den motsatte av hva jeg foretrekker. Men deres grunnleggende budskap vekker tillit.
Spørsmålet er vel egentlig om dette er strategisk eller uvitenhet - eller anything om between. Inntil videre er jeg overbevist om at Q1 performance er bevisst strategisk og at vi skal stole på at de kan skape bæredyktig industri.

"
The United States and the European Union issued a joint statement on Monday saying that they can partner to "hold countries like China that support trade-distorting policies to account".

The statement was issued by the United States Trade Representative Katherine Tai, U.S. Secretary of Commerce Gina Raimondo, and European Commission Executive Vice President Valdis Dombrovskis.

The statement announced the start of discussions to address global steel and aluminum excess capacity.
"
EU, U.S. say they can partner to hold China to account on "trade-distorting policies"
https://www.reuters.com/world/china/eu-us-say-they-can-partner-hold-china-account-trade-distorting-policies-2021-05-17/
May 17, 2021

Interessant, omhandler ikke REC på nogen måde, men syntes stadig det var værd at dele.

A Turning Point for the Polysilicon Industry

https://www.eqmagpro.com/a-turning-point-for-the-polysilicon-industry/?utm_source=rss&utm_medium=rss&utm_campaign=a-turning-point-for-the-polysilicon-industry
MAY 17, 2021

“

Wake-up call for an alternative solar supply chain outside China
Three aspirants for the top four spots in 2022 – GCL-Poly, Daqo and Xinte Energy – are running factories with very low-cost electricity from coal-fired power plants in the Xinjiang Uyghur autonomous region in northwestern China.
The area has come under scrutiny after reports surfaced on the widespread use of forced labor there.
“These reports should be a wake-up call for western governments. If their countries don’t want to become almost completely dependent on solar products from China for the transition to renewable energy, they have to implement an effective and long overdue industrial policy for a non-Chinese solar supply chain, in particular for ingot and wafer manufacturing,” comments Bernreuter.
“Low-cost and renewable hydropower in the northwestern USA, Canada, Norway and Malaysia offers them the chance to fuel an alternative supply chain without forced labor and a high carbon footprint.”
“

U.S. Senate votes to open debate on China tech bill
https://finance.yahoo.com/news/u-senate-votes-open-debate-224327972.html
May 18, 2021
"
WASHINGTON (Reuters) - The U.S. Senate voted 86-11 Monday to open debate on a measure authorizing more than $110 billion for basic and advanced technology research over five years in the face of rising competitive pressure from China.

The Endless Frontier Act would authorize most of the money, $100 billion, to invest in basic and advanced research, commercialization of the research, and education and training programs in key technology areas like artificial intelligence (AI).

Senate Democratic Leader Chuck Schumer said the Senate will debate the bill for a week or two beginning on Tuesday.

"We can either have a world where the Chinese Communist Party determines the rules of the road for 5G, AI, and Quantum Computing — or we can make sure the United States gets there first," Schumer said, calling it a "once-in-a-generation investment in American science and American technology."

The bill under consideration includes $2 billion to boost semiconductor production and research for the auto and defense sector, but a group of senators are also working on a measure to include $52 billion for chips, according to draft summary of a proposal.

Despite discussions throughout the weekend, no final agreement on funding chips provisions that were authorized in a defense bill adopted in January have been reached.

Other China related bills are likely to be included in a final package.

Schumer said the bill "will fortify weak spots in our economy like semiconductors."

The White House said Monday it supports the Endless Frontier bill that "would authorize historic investments in critical science and engineering research, from artificial intelligence to advanced energy... It would strengthen scientific research and technology commercialization activities at academic institutions across the country."

Republican Senator Steve Daines said he will introduce an amendment this week to include critical mineral production as part of a new program to help the United States remain globally competitive.
"

Price trends amid polysilicon shortage
https://www.pv-magazine.com/2021/05/18/price-trends-amid-polysilicon-shortage/
MAY 18, 2021

Dette er bra saker, man! Skulle tro det snart ble synlig på Rec aksjekursen.

https://mobile.twitter.com/POTUS/status/1394707598423830539

Nok en god tale. Biden spiller veldig på patriotismen og at det er ett race mot Kina. Verden venter ikke på USA.
Halvledere, mikroprosessorer, batterier og solceller skal lages i USA Hele verdikjeder skal bygges i USA. Nærmere bull scenario kommer du ikke uten at Biden hadde nevnt REC Silicon personlig i talene.

Good times!

Kina-politikken, holdningen om at USA må bygge opp en egen verdikjede for å konkurrere, må være et av de svært få områdene der demokratiske og republikanske politikere faktisk er enige. Lovende!

Fatter ikke at markedet greier å prise denne så latterlig feil. Selv et lite barn kan ser hva som vil skje her fremover.

Ja/ svært gode tider. Tipper Røkke smiler godt i kulissene🪃

Man har lov at håbe! (:
Selvom jeg ikke har noget imod flere billige aktier... hehe

Xinjiang solar industry launches charm offensive as sanctions loom
https://www.ft.com/content/a4e3377a-6743-4b69-bb8f-ecefd1c003cf
MAY 19, 2021
“
But Xinjiang’s polysilicon manufactures are being scrutinised by human rights groups and foreign governments, which have alleged the industry benefits from a controversial state-run worker transfer scheme that they argue amounts to forced labour.
“

EDIT:
Alternativ link: https://techilive.in/xinjiang-solar-industry-launches-charm-offensive-as-sanctions-loom/

PODCAST: How could solar’s materials crisis affect deployment?

https://www.solarpowerportal.co.uk/news/podcast_how_could_solars_materials_crisis_affect_deployment
MAY 18, 2021

Det er nå det skjer. Dette gjelder ikke REC men bransjen forøvrig.

https://finansavisen.no/nyheter/industri/2021/05/19/7675301/batteriavtale-for-elkem?internal_source=sistenytt

https://www.pv-tech.org/us-retains-position-as-most-attractive-investment-market-for-renewables/

Absolutt. Det som er artig er at jeg tror Rec står nærme en ordentlig leveringsavtale, ikke bare intensjonsavtale. Kanskje det å, men jeg tror vi ser en ordentlig avtale som vil sørge for åpnining av ML etterhvert.

Er liten tvil om at det kommer avtaler om ikke lenge. Røkke/selskapet har foreløpig holdt igjen, men de har hintet flere ganger at vi snart får vite mer. Stor risiko og ikke ha aksjer når melding kommer tenker da på traderne som må løpe etter:)) det vil explodere mange kr oppover og det vil gå kanon raskt:)))

PV prisene opp nye 10% ish

Robust Federal Incentives for Domestic Chip Manufacturing Would Create an Average of Nearly 200,000 American Jobs Annually as Fabs are Built, Add Nearly $25 Billion Annually to U.S. Economy

https://www.semiconductors.org/robust-federal-incentives-for-domestic-chip-manufacturing-would-create-an-average-of-nearly-200000-american-jobs-annually-as-fabs-are-built-add-nearly-25-billion-annually-to-u-s-economy/
MAY 19, 2021
"
The Semiconductor Industry Association (SIA), in partnership with Oxford Economics, today released a study analyzing the semiconductor workforce in the United States and the economic benefits that would come from robust federal investment in domestic chip production. The report, titled “Chipping In: The Positive Impact of the Semiconductor Industry on the American Workforce and How Federal Industry Incentives Will Increase Domestic Jobs,” finds the semiconductor industry directly employs more than 277,000 workers in high-paying R&D, design, and manufacturing jobs across 49 states and supports 1.6 million additional American jobs. The study also projects a $50 billion federal investment program to incentivize domestic semiconductor manufacturing would create an average of 185,000 temporary American jobs annually and add $24.6 billion annually to the U.S. economy as new semiconductor manufacturing facilities, or fabs, are constructed from 2021-2026.

“American jobs are built on semiconductors, and workers in our industry are driving the innovations critical to America’s economy, national security, and global leadership in the technologies of today and tomorrow,” said Bob Bruggeworth, President, CEO, and Director of Qorvo and SIA Board Chair. “Leaders in Washington can spur greater U.S. economic growth and job creation, while also strengthening America’s chip supply chains, by investing boldly in domestic manufacturing incentives and research initiatives.”

In addition to boosting U.S. temporary job creation as fabs are built from 2021-2026, the study also finds a $50 billion federal investment program to incentivize domestic semiconductor manufacturing would add 280,000 permanent jobs to the U.S. economy beyond 2026, including 42,000 direct semiconductor industry jobs.
"

SIA Applauds Strong Senate Vote to Proceed with Consideration of Endless Frontier Act
https://www.semiconductors.org/sia-applauds-strong-senate-vote-to-proceed-with-consideration-of-endless-frontier-act/
MAY 17 2021
"
The Semiconductor Industry Association (SIA) released the following statement from President and CEO John Neuffer commending the bipartisan Senate vote today that clears the way for consideration on the Senate floor of the Endless Frontier Act (S.1260), bipartisan legislation that seeks to sustain and strengthen U.S. science and technology leadership by authorizing more than $100 billion for science and technology initiatives, including semiconductor research. The procedural vote to invoke cloture was approved by an impressive vote of 86-11. The Endless Frontier Act was introduced last month by Sens. Chuck Schumer (D-N.Y.) and Todd Young (R-Ind.) and a bipartisan group of cosponsors.

“America’s economic strength, national security, and global competitiveness depend heavily on its ability to lead the world in semiconductors and the many technologies they enable. Today’s truly impressive bipartisan vote shows a driving commitment in Congress to boost U.S. competitiveness by moving the Endless Frontier Act one significant step closer to enactment.

“As the bill moves to the Senate floor, we strongly urge leaders in Congress to include needed funding for the domestic semiconductor manufacturing and research provisions in the CHIPS for America Act, legislation championed by Sens. Cornyn, Warner, Schumer, Cotton, and a bipartisan group of other congressional leaders. Doing so would turbocharge U.S. chip production and innovation and help keep America at its competitive best for years to come.”

The share of global semiconductor manufacturing capacity in the U.S. has decreased from 37% in 1990 to 12% today, according to a report by SIA and the Boston Consulting Group (BCG). This decline is largely due to substantial subsidies offered by the governments of our global competitors, placing the U.S. at a competitive disadvantage in attracting new construction of semiconductor manufacturing facilities, or “fabs.” Additionally, federal investment in semiconductor research has been flat as a share of GDP, while other governments have invested substantially in research initiatives to strengthen their own semiconductor capabilities. And global semiconductor supply chain vulnerabilities have emerged in recent years that must be addressed through government investments in chip manufacturing and research, according to a separate SIA-BCG study.

Recognizing the critical role semiconductors play in America’s future, Congress in January enacted the CHIPS for America Act as part of the FY 2021 National Defense Authorization Act (NDAA). The law calls for incentives for domestic semiconductor manufacturing and investments in chip research, but funding must be provided to make these provisions a reality.
"

Flott fangst og takk for at du deler Manman! :)

Hehe. Ting går fremover. Til sommeren er nok ting på plass på makro nivå og vi vil nok få en del studier og ny informasjon som kommer fortløpende fremover til den tid over hvor viktig det er for USA å satse på el-batterier, halvledere og solar-industrien - hvor REC har en fot innenfor hvert eneste segment og leverer ingrediensene som er nødvendige for å bygge disse produktene.

Vet ikke om den har blitt delt før. Kanskje neste besøk blir Rec 😊

Dearborn, Michigan — President Biden traveled Tuesday to Dearborn, Michigan, to visit Ford's electric vehicle plant as his administration continues to push for alternative forms of energy and transportation. Mr. Biden also drove the Ford F-150 Lightning truck, an electric vehicle, while at the facility.

"The future of the auto industry is electric. There's no turning back," Mr. Biden said in remarks from the auto plant, known as the Ford Rouge Electric Vehicle Center.


https://www.cbsnews.com/news/biden-ford-electric-car-plant-michigan-watch-live-stream-today-05-18-2021/

Regner med Bill og Kjell Inge har sendt invitasjon...

Glem ikke denne imorgen :)

https://www.geekwire.com/events/geekwire-awards-2021/ - Thursday, May 20, 2021

GeekWire Awards 2021: Learn about the 5 finalists for Innovation of the Year
https://www.geekwire.com/2021/geekwire-awards-2021-learn-5-finalists-innovation-year/
April 15, 2021

"...
Rick Luebbe, CEO and co-founder of Group14 Technologies
“This is not a tomorrow technology, this is a today technology,” Rick Luebbe says of his Woodinville, Wash.-based company’s silicon-carbon composite material that can replace the graphite anodes in lithium-ion batteries, dramatically improving their performance. Group14 raised $17 million in December and planned to begin deliveries to its first commercial customers in consumer electronics in the first quarter of this year.
..."

Lithium-Silicon batteries have arrived. 🙏 Group14 is enabling the reinvention of batteries. #lithiumbatteries #domesticsupplychain

https://mobile.twitter.com/search?q=%23group14

Det er en fornøjelse!!

Tak til alle jer, for de mange bidrag også :)

Jeg sætter pris på at læse med!

https://mobile.twitter.com/Group14Tech

https://ultralowcarbonsolar.org/blog/biden-administration-pedal-to-metal-development-evs/

Daqo opp 7% idag, vår tur imorra?

Ford Aims to Build Batteries in U.S. With Korea’s SK Innovation
https://www.bloombergquint.com/business/ford-aims-to-build-batteries-in-u-s-with-korea-s-sk-innovation
May 20 2021

Veldig gode nyheter, man! Vi vet jo fra før at SK sponser Group 14.

Og dette skal de tydeligvis ha pressekonferanse om i dag. Vi vet SK Innovation samarbeider med og har investert i G14. Og vi vet G14 samarbeider med RECSI
Det nærmer seg takeoff. Merker jeg er ganske så rolig hva angår investeringen min i RECSI:-)

Jeg er veldig positiv her, men åpner ikke champagnen før det er bekreftet at SK vil benytte seg av anodene til G14. Så snart det er bekreftet, så har jo TT fått den bekreftelsen han trenger for å åpne ML.

Først da kan vi lene oss tilbake og slappe av i årene fremover.

Ser meget bra ut dette.