Studere litt i helgen?
https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.energy.gov/sites/default/files/2021-06/FCAB%2520National%2520Blueprint%2520Lithium%2520Batteries%25200621_0.pdf&ved=2ahUKEwia95PD26HxAhUPt4sKHZymBu8QFjAAegQIBhAC&usg=AOvVaw0AQB4aZVG8fxcM_a5-vcA9
Og for dere som ikke har sett eller vil se reprise på videoen:
https://youtu.be/LM8DUnQxQa8
Go' helg alle reccere!!😊
https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.energy.gov/sites/default/files/2021-06/FCAB%2520National%2520Blueprint%2520Lithium%2520Batteries%25200621_0.pdf&ved=2ahUKEwia95PD26HxAhUPt4sKHZymBu8QFjAAegQIBhAC&usg=AOvVaw0AQB4aZVG8fxcM_a5-vcA9
Og for dere som ikke har sett eller vil se reprise på videoen:
https://youtu.be/LM8DUnQxQa8
Go' helg alle reccere!!😊
Redigert 18.06.2021 kl 19:49
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Holo
17.06.2021 kl 23:12
12836
Ikke selg huset eller svigermor.
Du har Hemlock og Wacker på silisium, og det kan tenkes at lavere destillasjonsgrad (mer uren) på silangass vinner frem som ledende innsatsfaktor for anodemateriale.
Men ja, BULL RECSI er jeg helt klart. Og ikke selg bilen heller hvis du trenger den i det daglige.
Edit: Stor takk til alle dere som deler og diskuterer.
Du har Hemlock og Wacker på silisium, og det kan tenkes at lavere destillasjonsgrad (mer uren) på silangass vinner frem som ledende innsatsfaktor for anodemateriale.
Men ja, BULL RECSI er jeg helt klart. Og ikke selg bilen heller hvis du trenger den i det daglige.
Edit: Stor takk til alle dere som deler og diskuterer.
Redigert 17.06.2021 kl 23:14
Du må logge inn for å svare
Småplukker
17.06.2021 kl 22:54
12977
For en enkel fersking i aksjemarkedet virker det nesten for godt til å være sant.
At det BLIR dannet en amerikansk verdikjede innen batteriutvikling og batteriproduksjon hersker det nå ingen tvil om. Så spørsmålet mitt er til dere som har inngående kjennskap til hva rec produserer (polysilikon og silikongasser): Finnes det noen reell konkurrent til Rec i USA per idag, som kan levere til en slik amerikansk verdikjede? En konkurrent som KAN gjøre at vi rec-investorer ikevel sitter igjen med skjegget i postkassa?
Har lest at Rec produserer 70% av verdens høykvalitets silangass, som nesten høres for bra ut... men altså, finnes det en "grey horse" der ute?
For hvis ikke, så selger jeg huset, bilen og svigermor (får en hundrings der, hehe) og putter i REC!!!!
At det BLIR dannet en amerikansk verdikjede innen batteriutvikling og batteriproduksjon hersker det nå ingen tvil om. Så spørsmålet mitt er til dere som har inngående kjennskap til hva rec produserer (polysilikon og silikongasser): Finnes det noen reell konkurrent til Rec i USA per idag, som kan levere til en slik amerikansk verdikjede? En konkurrent som KAN gjøre at vi rec-investorer ikevel sitter igjen med skjegget i postkassa?
Har lest at Rec produserer 70% av verdens høykvalitets silangass, som nesten høres for bra ut... men altså, finnes det en "grey horse" der ute?
For hvis ikke, så selger jeg huset, bilen og svigermor (får en hundrings der, hehe) og putter i REC!!!!
manman01
17.06.2021 kl 22:07
13161
Dette var endnu en dag med gode opslag, takket være jer alle - både i denne tråd og de andre :)
Det er virkelig en fornøjelse at læse med :)
Fortsæt endelig det gode arbejde!!!!
Det er virkelig en fornøjelse at læse med :)
Fortsæt endelig det gode arbejde!!!!
heheh, morsom lesning! Ting kommer til å gå fryktelig fort fremover nå.
En ting som er sikkert, Main, og det var at nemis tok fullstendig feil da han forsøkte å drite ut meg for hele børsforumet, for ganske nøyaktig et år siden. Da skrev han: « Flyers er min yndling i gjengen deres. Han sier at han er aksjonær for å ta del i batterirevolusjonen REC nå opplever.»
I tillegg skrev han et par-tre måneder før Røkke betalte 10,80kr per Rec aksje:
« Stakkars Flyers. Han tror virkelig at Røkke kommer til å bla opp 6kr/ aksje om kun seks måneder for å få utøve opsjonen på 49%. Så klart kommer heller ikke ML til å bli startet i 2022, slik Tore Tafatt nå sier er blitt beste fall for ML.»
https://finansavisen.no/forum/post/2197056
Men, så feil tok han altså.
I tillegg skrev han et par-tre måneder før Røkke betalte 10,80kr per Rec aksje:
« Stakkars Flyers. Han tror virkelig at Røkke kommer til å bla opp 6kr/ aksje om kun seks måneder for å få utøve opsjonen på 49%. Så klart kommer heller ikke ML til å bli startet i 2022, slik Tore Tafatt nå sier er blitt beste fall for ML.»
https://finansavisen.no/forum/post/2197056
Men, så feil tok han altså.
Redigert 17.06.2021 kl 21:47
Du må logge inn for å svare
Dette er helt konge. Nå legges alt til rette. Nå er det ikke lenge før børsmeldingene kommer på løpende bånd, synd jeg ikke har mer penger tilgjengelig. Noen som har hørt noe fra nemis i det siste?
Veldig bra jobbet, alle sammen👌og tusen takk for alle linker til nyheter som angår Rec. Vi klarer å samle det meste av nyheter og jeg tipper at det ikke finnes noe som er så bra som dette, på hvilket som helst annet børsforum. Det er en fryd å lese nyhetene dere linker til, og det gjør det veldig enkelt å følge med på Rec. Sannsynligvis sitter vi på flere nyheter, saker og kompetanse om Rec enn hvilken som helst analytiker i Norge, og for så vidt resten av verden.
"SEMI Supports Introduction of FABS Act in the U.S. Senate to Spur Semiconductor Manufacturing Growth
MILPITAS, Calif. – June 17, 2021 – SEMI, the industry association serving the global electronics design and manufacturing supply chain, today expressed strong support for the Facilitating American-Built Semiconductors (FABS) Act. The bill, introduced by Senate Finance Committee Chairman Ron Wyden (D-Ore.) and Ranking Member Mike Crapo (R-Ida.), and co-sponsored by Senators Mark Warner (D-Va.), John Cornyn (R-Tex.), Debbie Stabenow (D-Mich.) and Steve Daines (R-Mont.), would create a 25% federal tax credit, with an election to receive the tax credit as a direct payment, for investments in semiconductor manufacturing facilities and equipment, as well as facilities and equipment to produce semiconductor manufacturing tools.
Image
“SEMI commends Chairman Wyden, Ranking Member Crapo, and Senators Warner, Cornyn, Stabenow and Daines for their leadership to introduce a broad investment tax credit that will strengthen U.S. semiconductor supply chains and help U.S. policies keep pace with incentive proposals around the world,” said Ajit Manocha, SEMI president and CEO. “As lead times and demand for new tools grow, ensuring that upstream tool manufacturers can claim the tax incentive is particularly important.”
“We strongly support the FABS Act and look forward to working with the Senate, the House of Representatives and the Biden Administration to pass this critical legislation,” Manocha said.
About SEMI
SEMI® connects more than 2,400 member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, software, devices, and services that enable smarter, faster, more powerful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA) and the MEMS & Sensors Industry Group (MSIG) are SEMI Strategic Technology Communities, defined communities within SEMI focused on specific technologies. Visit www.semi.org to learn more, contact one of our worldwide offices, and connect with SEMI on LinkedIn and Twitter.
SEMI Contact
Samer Bahou/SEMI
Phone: 1.408.943.7870
Email: sbahou@semi.org"
MILPITAS, Calif. – June 17, 2021 – SEMI, the industry association serving the global electronics design and manufacturing supply chain, today expressed strong support for the Facilitating American-Built Semiconductors (FABS) Act. The bill, introduced by Senate Finance Committee Chairman Ron Wyden (D-Ore.) and Ranking Member Mike Crapo (R-Ida.), and co-sponsored by Senators Mark Warner (D-Va.), John Cornyn (R-Tex.), Debbie Stabenow (D-Mich.) and Steve Daines (R-Mont.), would create a 25% federal tax credit, with an election to receive the tax credit as a direct payment, for investments in semiconductor manufacturing facilities and equipment, as well as facilities and equipment to produce semiconductor manufacturing tools.
Image
“SEMI commends Chairman Wyden, Ranking Member Crapo, and Senators Warner, Cornyn, Stabenow and Daines for their leadership to introduce a broad investment tax credit that will strengthen U.S. semiconductor supply chains and help U.S. policies keep pace with incentive proposals around the world,” said Ajit Manocha, SEMI president and CEO. “As lead times and demand for new tools grow, ensuring that upstream tool manufacturers can claim the tax incentive is particularly important.”
“We strongly support the FABS Act and look forward to working with the Senate, the House of Representatives and the Biden Administration to pass this critical legislation,” Manocha said.
About SEMI
SEMI® connects more than 2,400 member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, software, devices, and services that enable smarter, faster, more powerful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA) and the MEMS & Sensors Industry Group (MSIG) are SEMI Strategic Technology Communities, defined communities within SEMI focused on specific technologies. Visit www.semi.org to learn more, contact one of our worldwide offices, and connect with SEMI on LinkedIn and Twitter.
SEMI Contact
Samer Bahou/SEMI
Phone: 1.408.943.7870
Email: sbahou@semi.org"
manman01
17.06.2021 kl 17:45
14174
Slettet brukerskrev Takk igjen manman!! Super informasjon👍
:)
Her er en artikel om det sidste roundtable møde :)
US energy secretary: ‘We need to act now to develop domestic lithium battery capabilities’
https://www.energy-storage.news/blogs/us-energy-secretary-we-need-to-act-now-to-develop-domestic-lithium-battery
JUNE 17, 2021
"
...
What did Secretary Granholm ask him?
Granholm asked Subra Herle how the 17 National Labs could facilitate innovation and scale-up of technology and manufacturing processes for advanced batteries.
Herle said the semiconductor industry example of installing next generation factories running on advanced machines enabled with technology like artificial intelligence should be followed.
Herle said that the lithium process isn’t really standardised, with each company having its own processes. The US has good know-how of materials, which needs to be brought together in a way that innovative and fast processes can be developed in the shortest time.
REC Silicon’s Chuck Sutton said that because the US lacks a strong manufacturing base and supply chain, the majority of his company’s products go overseas, where they’re used in the production of electronics power devices, then sent back to US and sold into the market.
REC Silicon produces silicon gases and polysilicon to industries including flat panel displays, solar PV and lithium batteries and Sutton said the opportunity exists for battery materials technologies to be built and developed in the US.
After witnessing first-hand what happened to the US solar manufacturing industry, “we strongly want that to not happen to batteries”, Sutton said, but a value chain can’t happen organically, it needs to be supported by government.
REC strongly supports the DOE’s new call for direct investment in the upstream sector: specifically cost-sharing grants to produce silane gas, lithium hydroxide, anodes, cathodes — everything that makes up a battery.
“This is the quickest way to scale the industry,” he said.
What did the energy secretary ask?
Granholm asked the US can respond to competitive challenges from abroad in silane gas production.
The US government needs to consider full supply chain, Sutton said.China is developing battery materials through its government and will look for ways to dominate the industry.
The US needs to do more than trade and loan guarantees to stimulate manufacturing: like offering grants and refundable tax credits to support the complete supply chain.
Solid Power CEO Doug Campbell’s company produces batteries with solid, not liquid, electrolyte. Representing the potential next generation of lithium batteries, Solid Power already has partnerships with automakers like BMW and Ford.
Developing a much-needed supply chain is a big opportunity for the US, Campbell said.
What did Secretary Granholm ask?
Jennifer Granholm asked Campbell what the hurdles are to commercialisation and adoption of solid state batteries and how the DOE could help.
“Supply chain, supply chain, supply chain,” Doug Campbell said.
The US is among the leaders in global innovation, but not in production. The Solid Power CEO echoed Glen Merfeld’s sentiment that the US should focus on leapfrogging to advanced technologies and processes, rather than investing in today’s supply chain.
....
"
Her er en artikel om det sidste roundtable møde :)
US energy secretary: ‘We need to act now to develop domestic lithium battery capabilities’
https://www.energy-storage.news/blogs/us-energy-secretary-we-need-to-act-now-to-develop-domestic-lithium-battery
JUNE 17, 2021
"
...
What did Secretary Granholm ask him?
Granholm asked Subra Herle how the 17 National Labs could facilitate innovation and scale-up of technology and manufacturing processes for advanced batteries.
Herle said the semiconductor industry example of installing next generation factories running on advanced machines enabled with technology like artificial intelligence should be followed.
Herle said that the lithium process isn’t really standardised, with each company having its own processes. The US has good know-how of materials, which needs to be brought together in a way that innovative and fast processes can be developed in the shortest time.
REC Silicon’s Chuck Sutton said that because the US lacks a strong manufacturing base and supply chain, the majority of his company’s products go overseas, where they’re used in the production of electronics power devices, then sent back to US and sold into the market.
REC Silicon produces silicon gases and polysilicon to industries including flat panel displays, solar PV and lithium batteries and Sutton said the opportunity exists for battery materials technologies to be built and developed in the US.
After witnessing first-hand what happened to the US solar manufacturing industry, “we strongly want that to not happen to batteries”, Sutton said, but a value chain can’t happen organically, it needs to be supported by government.
REC strongly supports the DOE’s new call for direct investment in the upstream sector: specifically cost-sharing grants to produce silane gas, lithium hydroxide, anodes, cathodes — everything that makes up a battery.
“This is the quickest way to scale the industry,” he said.
What did the energy secretary ask?
Granholm asked the US can respond to competitive challenges from abroad in silane gas production.
The US government needs to consider full supply chain, Sutton said.China is developing battery materials through its government and will look for ways to dominate the industry.
The US needs to do more than trade and loan guarantees to stimulate manufacturing: like offering grants and refundable tax credits to support the complete supply chain.
Solid Power CEO Doug Campbell’s company produces batteries with solid, not liquid, electrolyte. Representing the potential next generation of lithium batteries, Solid Power already has partnerships with automakers like BMW and Ford.
Developing a much-needed supply chain is a big opportunity for the US, Campbell said.
What did Secretary Granholm ask?
Jennifer Granholm asked Campbell what the hurdles are to commercialisation and adoption of solid state batteries and how the DOE could help.
“Supply chain, supply chain, supply chain,” Doug Campbell said.
The US is among the leaders in global innovation, but not in production. The Solid Power CEO echoed Glen Merfeld’s sentiment that the US should focus on leapfrogging to advanced technologies and processes, rather than investing in today’s supply chain.
....
"
Redigert 17.06.2021 kl 17:53
Du må logge inn for å svare
Takk igjen manman!! Super informasjon👍
manman01
17.06.2021 kl 16:09
6648
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.
"
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.
"
Captain Pound
17.06.2021 kl 09:59
7260
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.
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/
https://www.pv-magazine.com/2021/06/17/general-motors-expands-ev-investments-plans-more-u-s-battery-manufacturing-capacity/
manman01
16.06.2021 kl 16:06
7918
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."
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."
Redigert 16.06.2021 kl 16:08
Du må logge inn for å svare
manman01
16.06.2021 kl 16:05
7911
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
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
👍 Det var etter/ de ble kjent da han var president.
Takker deg. Da kan jeg eller kose meg med setningen "supplychain very soon, so stay tuned for more on that ".
Redigert 16.06.2021 kl 12:45
Du må logge inn for å svare
omac
16.06.2021 kl 12:11
8505
Bill Clinton var ikke president da han besøkte Røkke, det var G.W Bush
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.
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.
Redigert 16.06.2021 kl 11:55
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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.
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.
Redigert 16.06.2021 kl 14:26
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"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!
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!
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.😎
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.
Småplukker
16.06.2021 kl 11:18
8261
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!!!
omac
16.06.2021 kl 10:29
8376
Slettet brukerskrev Hør hva hun sier fra 7:50 - 8:00
Jøss, det var en forsnakkelse men dette er dynamitt.
Hør hva hun sier fra 7:50 - 8:00
Chuck Sutton fra REC snakker fra 19:18.
Dette er meget bra. Skal mye til for at ML ikke åpner nå.
Dette er meget bra. Skal mye til for at ML ikke åpner nå.
manman01 skrev 👀
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.
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.
solfylt
16.06.2021 kl 09:47
8042
U.S. Department of Energy Roundtable: A National Lithium Battery Blueprint:
https://www.youtube.com/watch?v=LM8DUnQxQa8
https://www.youtube.com/watch?v=LM8DUnQxQa8
manman01
15.06.2021 kl 16:46
8665
‘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.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
manman01
15.06.2021 kl 16:43
8614
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.
"
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.
"