Ferrosilisium, ferrolegering bestående av jern og silisium. Legeringen produseres ofte ved karbotermisk reduksjon, hvor malmer av det ønskede produktet reagerer med karbon ved høye temperaturer i en smelteovn. Ferrosilisium er et halvfabrikat som brukes i framstilling av rustfritt stål, karbonstål og andre legeringer.
Norge er en stor produsent av ferrosilisium. Dette skjer blant annet gjennom selskapene Finnfjord smelteverk og Elkem.

Interessant overskrift og vinkling på denne artikkelen:

"Sunrise brief: EV battery capable of 98% charge in less than ten minutes

Also on the rise: REC Silicon and Ferroglobe agreement will help establish fully traceable US-based solar supply chain. Toyota unveils 8.7 kWh battery for residential applications. And more."

https://pv-magazine-usa.com/2022/06/14/sunrise-brief-electric-vehicle-battery-capable-of-98-charge-in-less-than-ten-minutes/

Meldingen om Enovixvar interessant. De ser ut til å ha utviklet noe som kan bli en suksess. Og - de bruker visstnok silangass.
Jeg tenker når jeg skal handle meg en el-auto vil jeg ha et batteri som lader like fort som det tar å tanke i dag, og hvor man kan tilbakelegge 1000 km innen man må lade igjen. Men klart, når man kan lade på 5-10 minutter blir rekkevidden litt midre viktig - men fremdeles viktig.
Hva skjer med dagens el-biler når man får batterier som lader på 5 minutter og har 1000 km rekkevidde.... venter et par år jeg :) Vil ha batteri med anode med silan fra REC :)

SEMA er ikke død og begravet helt enda, og samtalene som pågår er det nå helt tyst om dette da Manchin som kjent ble fly forbanna sist gang da White House representanter lekket informasjon fra forhandlingene da de trodde dette vill forsere prosessen og/eller legge press på Manchin - slik gikk det ikke. Her er et utdrag fra en artikkel som langt på vei bekrefter at noe er på gang:

"Speaker Nancy Pelosi (D-Calif.) said Thursday that negotiations on a massive social spending and climate package remain active despite the opposition from Senate centrists that stopped the legislation in its tracks last year.

The Speaker emphasized that House Democrats, who passed a roughly $2 trillion reconciliation package in November, are essentially sidelined as Senate leaders seek to continue the delicate talks with the centrist holdouts.

But a day after meeting with President Biden and Senate Majority Leader Charles Schumer (D-N.Y.) at the White House to discuss the economy, Pelosi said there’s still a chance of enacting some slimmed-down version of the House legislation this year.

“Reconciliation is a Senate matter. We passed our bill, we made our views known. And that is a closely held negotiation on the Senate side,” Pelosi said during a press briefing in the Capitol.

“Suffice to say that we expressed our interest in the timing, when it would happen. But we did not get into the details.”

“It’s alive,” she added. “I would say that.”

Pelosi declined to reveal any details about the White House talks, but expressed some hope that whatever proposal might emerge will extend enhanced premium subsidies for millions of patients under ObamaCare. Those subsidies, adopted last year under Biden’s $1.9 trillion coronavirus relief package, are scheduled to expire at the end of 2022 — an occurrence that vulnerable House Democrats are scrambling to prevent.

“There are certain concerns that we have about subsidies in the health care bill and the rest, which may or may not be in the negotiation,” Pelosi said. “But we shall see.”

Pelosi and House Democrats had passed their version of the enormous reconciliation package late last year after months of tense talks between liberals and moderates over the particulars of the legislation.

The social spending bill includes a host of policies designed to help working families that Democrats have sought, in some cases, for decades. The list includes child care subsidies, universal preschool, paid family leave, renewable energy tax incentives and extensions of both the expanded child tax credit and enhanced ObamaCare subsidies.

The bill represented the core of Biden’s successful campaign message in 2020, but it hit a brick wall in the Senate, where centrist Democrats — most notably Sen. Joe Manchin (W.Va.) — balked at the size and scope of the benefits. Manchin said the new spending was particularly concerning amid the national spike in inflation, which he fears will be exacerbated by another round of federal stimulus.

Under the reconciliation rules, Republicans do not have the power to filibuster the legislation, meaning the bill would require only a simple majority to pass through the Senate. But in the 50-50 upper chamber, Democrats would need all their members — and the two Independents who caucus with them — to move it to Biden’s desk. Manchin, alone, can block it."

https://thehill.com/homenews/house/3526342-pelosi-social-spending-and-climate-package-is-alive/

Ikke for å være noen Party pooper, men vi har vel lest de samme utsagnene i over 1 år nå. Det brukes nok veldig lite energi på denne pakken og jeg tror fokuset deres er en helt annen plass. SEMA kommer ikke.

Du er ingen "party pooper" selv om du mener dette har tatt lang tid - det er det flere som gjør. Når det er sagt, så ser det derimot ut til at de holder kortene veldig tett til brystet denne gangen. Det at det ikke kommer lekkasjer betyr ikke at de ikke jobbes med denne saken. Husk at demokratene gjerne vil ha noen seire å dra frem når mellomvalget skal promoteres, og dette er en av de "pakkene" de derfor gjerne ser gå gjennom. Hva de er villig til å akseptere fra Manchin i så måte, se det er en annen sak og noe vi kanskje får litt mer innsikt i etter hvert. Jeg tror personlig at denne pakken vil gå gjennom, om enn i en noe endret versjon, og da med de skatteincentivene som allerede ligger på bordet hva gjelder solpaneler og poly.

Biden har ike tenkt å "rulle over og legge seg på rygg" når det gjelder klima, noe dette møtet bekrefter:

"On Friday, President Biden is meeting virtually with world leaders on climate issues, and is expected to launch several climate initiatives in the process.

The meeting, slated for Friday morning, will include 19 other countries, including China, Australia, Germany, the United Kingdom and South Korea, senior officials told reporters on Thursday night. They will also be joined by the European Union.

China will be represented not by leader Xi Jinping, but by the country’s counterpart to U.S. climate envoy John Kerry, an official said.

The officials detailed announcements they would make — including a collective goal for countries to make 50 percent of new cars sold electric, a goal the U.S. has already set for itself.

As of Thursday night, it was unclear how many countries would join this initiative or any of the others announced.

The US and EU are expected to unveil an initiative that seeks to reduce releases of planet-warming methane from the oil and gas sector.

Methane is a greenhouse gas that contributes 25 times as much to climate change as carbon dioxide over a 100 year period, but also spends less time in the atmosphere.

The new initiative specifically aims to eliminate routine flaring — a process where companies burn excess natural gas that’s a byproduct of oil production — by 2030.

Meanwhile, the officials also said that some countries will be updating their climate change pledges for 2030, though they didn’t specify which countries or how many.

Biden will also encourage other countries to try to collectively reach $90 billion in government investments in developing climate friendly technologies. According to a fact sheet, the U.S.’s Bipartisan Infrastructure Law already devotes $21.5 billion to the effort.

In addition, the U.S. and Norway will launch an effort aimed at encouraging emissions reductions from the shipping sector by 2050."

https://thehill.com/policy/energy-environment/3527316-biden-to-meet-with-major-economic-powers-on-climate-launch-new-global-initiatives/

"SCOTUS ruling ups pressure on Schumer to strike climate deal with Manchin
by Alexander Bolton - 07/01/22 6:00 AM ET

The Supreme Court’s decision Thursday to dramatically limit the Environmental Protection Agency’s authority to regulate the greenhouse gas emissions of power plants puts new pressure on Senate Majority Leader Charles Schumer (D-N.Y.) to strike a climate deal with Sen. Joe Manchin (D-W.Va.).

The conservative court’s 6-3 decision in West Virginia v. EPA strikes a blow to President Biden’s climate agenda and has Democrats and activists scrambling to salvage Biden’s pledge to reduce greenhouse gas pollution by 50 percent by 2030.

The setback places renewed importance on Schumer’s efforts to revive a budget reconciliation bill that would include climate provisions such as clean energy tax incentives, a fee on methane emissions and possibly a border tax on carbon-intensive imports.

“This devastating decision is only the latest shot in the arm to Congress to legislate action on climate,” said Melinda Pierce, the legislative director of the Sierra Club.

“What else do we need when we’re looking at wildfires and drought and flooding, with climate impacts on the doorsteps of both red and blue states, what other justification do you need?” she added.

“Today’s Supreme Court decision is stark reminder that the clock is ticking and Congress and must act.”

Schumer on Thursday said the court’s decision lights a fire under Congress to get something done to limit carbon emissions.

“Make no mistake — the consequences of this decision will ripple across the entire federal government, from the regulation of food and drugs to our nation’s health care system, all of which will put American lives at risk, making it all the more imperative that Democrats soon pass meaningful legislation to address the climate crisis,” he said in a statement responding to the opinion penned by Chief Justice John Roberts.

Many Democratic lawmakers have become pessimistic about getting Manchin to agree to any budget reconciliation deal that would include provisions to significantly reduce carbon emissions.

Darrell West, the director of governance studies at the Brookings Institution, said the court’s decision “puts a lot of pressure on Schumer to pass climate provisions but it doesn’t look like they have the votes.”

“It’s going to be hard for Democrats to take significant action,” he said.

But Schumer is continuing to negotiate with Manchin and there are some signs of progress.

The Washington Post reported Wednesday that Democratic leaders have finalized a proposal to lower the price of prescription drugs for seniors, which would be a core element of the budget reconciliation package.

This development puts Schumer and Manchin in position to negotiate the other pillars of the reconciliation package: tax reform and climate provisions.

Schumer told reporters last week that he’s making progress with Manchin but that they still have significant differences that need to be resolved. He declined to commit to bringing a reconciliation package to the floor before the August recess, which is scheduled to begin Aug. 6.

Schumer’s and Manchin’s staff have continued to negotiate over the two-week July 4 recess, leaving some Democrats optimistic of getting a deal in July or early August.

Democrats are desperate to secure an accomplishment after the Supreme Court’s decisions to strike down Roe v. Wade, the landmark abortion rights case, repeal a longstanding New York law limiting conceal-carry handgun permits and now Thursday’s decision curbing the EPA.

Manchin may be close to signing off on legislation to lower the prices of some prescription drugs but getting him to agree to a package of climate provisions will be more difficult, given Manchin’s advocacy for the domestic fossil fuel industry.

“I think Schumer would have to go to Manchin hat in hand and say, ‘Can we work something out?’ that’s going to satisfy the very, very strong environmental base of the Democratic Party and the coal industry in West Virginia,” said Ross K. Baker, a professor of political science at Rutgers University who served several fellowships in the Senate.

“There’s a sense of urgency particularly as the forecasts for global warming become more and more grim,” he added. “Undoubtedly pressure will be put on Schumer to make some kind of overture to Manchin but what comes out of that, I think, is unlikely to quiet the anxiety and anger of the Democratic base.”

Schumer has kept his Senate colleagues mostly in the dark about the details of his conversations with Manchin, giving them only the same broad progress reports he has shared publicly.

Democratic senators, however, feel confident that a package of clean energy tax incentives produced by the Finance Committee and a fee on methane emissions, which Sen. Tom Carper (D-Del) largely worked out with Manchin at the end of last year, could be included in the budget reconciliation legislation.

Sens. Sheldon Whitehouse (D-R.I.) and Chris Coons (D-Del.) are also pushing hard for a carbon border adjustment tax that would place a fee on carbon-intensive imports from China and other countries with more lax emission standards than the United States.

“There’s one particular colleague it needs to resonate with and he said very nice things about it spontaneously in the Appropriations Committee the other day so we’ll see what happens,” Whitehouse said, referring to what he believes is Manchin’s openness to considering the proposal.

“The dog’s still in the hunt,” he said.

Manchin last week said the border adjustment tax could help U.S. manufacturers compete with Chinese competitors who can get away with operating under much looser environmental standards.

“The reason we have Democrats and Republicans talking about a border adjustment, we think that’s the only level playing field we might have [against China],” Manchin said at a recent appropriations hearing, according to E&E News.

Josh Freed, who heads the climate and energy program at Third Way, a centrist Democratic think tank, said the court’s decision in West Virginia v. EPA may give Manchin more incentive to agree to a budget reconciliation package with climate provisions because that such a bill would include 45Q, a tax credit for carbon sequestration.

Freed noted that the court’s decision bars the EPA from implementing sector-wide emissions standards and instead requires the environmental agency to apply individually tailored emissions standards for different energy producers. He said that could give coal-fired power plants incentive to adopt technology to capture and store carbon.

He said the court’s decision “gives power plants a pathway with carbon capture to remain in operation, which would be easier if reconciliation is passed.”

“It reinforces some of the tools that Sen Manchin supports in reconciliation” such as the 45Q tax credit and “hopefully gives the senator more reason to support clean energy investments,” he added.

Josh Freed, who heads the climate and energy program at Third Way, a centrist Democratic think tank, said the court’s decision in West Virginia v. EPA may give Manchin more incentive to agree to a budget reconciliation package with climate provisions because that such a bill would include 45Q, a tax credit for carbon sequestration.

Freed noted that the court’s decision bars the EPA from implementing sector-wide emissions standards and instead requires the environmental agency to apply individually tailored emissions standards for different energy producers. He said that could give coal-fired power plants incentive to adopt technology to capture and store carbon.

He said the court’s decision “gives power plants a pathway with carbon capture to remain in operation, which would be easier if reconciliation is passed.”

“It reinforces some of the tools that Sen Manchin supports in reconciliation” such as the 45Q tax credit, he added, and “hopefully gives the senator more reason to support clean energy investments.”"

https://thehill.com/homenews/senate/3543307-scotus-ruling-ups-pressure-on-schumer-to-strike-climate-deal-with-manchin/

Tror at Manchin igjen holder sine kollegaer i demokratene for narr, og drar dette ut i langdrag, for til slutt å si "nei, dette kan jeg ikke være med på" igjen.
Han førte kullselskapet sitt over på sønnen for en del år siden, og ved å gi tommel opp for skattefordeler til solar industrien, slår han samtidig bena under sønnen sin og sitt imperium.

Korrupt snik, men slik er det vel over hele fjøla...

https://edition.cnn.com/2021/10/27/politics/joe-manchin-coal-interests/index.html

Kanskje. Det kan også tenkes at dette er et politisk godt spill av Manchin. At han hele tiden har planlagt å gå med på noe, men at han ville drøye det til siste instans (nå i juli), for å få mest mulig press til og få det mer spiselig for sin egen del.

Ut fra infoen som kommer nå har han fått igjennom en del som han ville. Det kan tenkes at det var målet hele veien og at det nå kan bli stemt ja for hele pakken når endringene er gjort. Det er vel den sosiale delen av pakken han har vist mest motstand til, og det er vel også her det nå har blitt endringer ifølge lekkasjene.

Bare spekulasjon selvsagt.

Han må ikke spille det politiske spillet for lenge....han er jo godt oppe i årene :)

Registrerer at enkelte klipper og limer fra dette innlegget for så å debattere innholdet på sin egen tråd. Det er ikke slik forumet er tenkt skal fungere og dersom ikke folk evner å diskutere innhold som er publisert på en gitt tråd, så bør de holde seg for god til å opprette egne tråder for å diskutere innholdet der.

Dersom noen har en mening om innholdet på denne tråden, og ønsker å diskutere det som er lagt ut her, så er det bare å be om tilgang.

Fra å ikke ha hørt veldig mye om SEMA på en stund, ser det nå ut til at inflasjonen som stiger som ville helvete i USA og Europa, er med å sette denne på dagsordenen igjen. Manchin rasler med sablene, og Biden ser ut til å tilby noe han kan akseptere. At det nå kommer ut informasjon kan bety at vi nærmer oss en avslutning på denne sagaen, om enne kanskje litt annerledes enn hva vi har sett for oss:

"Centrist Sen. Joe Manchin (D-W.Va.) on Wednesday pumped the brakes on negotiations with Senate Majority Leader Charles Schumer (D-N.Y.) over a budget reconciliation bill, warning that it “needs to be scrubbed much better” after a new report showed that inflation hit 9.1 percent in June.

Manchin told reporters Wednesday he’s not sure if he can agree to anything beyond the prescription drug reform component of the bill, which has already been sent to the Senate parliamentarian’s office and has the support of all 50 members of the Democratic caucus.

“We know what we can pass is basically the drug pricing, OK, on Medicare,” he told reporters. “Is there any more we can do? I don’t know, but I am very, very cautious.”

“And I’m going to make sure that I have every input on scrubbing everything humanly possible that could be considered inflammatory,” he said.

He said that “deficit reduction is going to be 50 percent” of the new revenue gained from prescription drug savings and tax reforms, such as a 3.8 percent tax on wealthy individuals and couples who earn more than $400,000 or $500,000, respectively, from pass-through businesses.

He said the latest inflation report showing prices have increased by 9.1 percent compared to a year ago means negotiators are going to have to slow down and proceed more cautiously on putting together the budget bill.

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“Basically, take your time and make sure we do it and do it right. We can’t afford mistakes in the highest inflation we’ve seen in the last 40 years,” he said.

Manchin has pushed back against a goal set by other Democrats of passing the bill before the August recess, saying that he sees Sept. 30, the end of the fiscal year, as the deadline.

Manchin, however, did not rule out including a provision to continue subsidies of health insurance plans provided under the Affordable Care Act, explaining that whether he could agree to extended subsidies would depend on how they are drafted and paid for.

“It depends on if we can look at things and find a pathway forward that is not inflammatory,” he said.

But the West Virginia senator also emphasized that he’s more inclined to keep the spending in the bill as modest as possible to avoid further stimulating an overheated economy."

https://thehill.com/homenews/senate/3557652-manchin-pumps-brakes-bill-needs-to-be-scrubbed-much-better/

******************************************************************************

"Democrats are scrambling to secure a deal to mitigate climate change as their window for an agreement is rapidly closing.

Key lawmakers say they’re still working to sell Sen. Joe Manchin (D-W.Va.) on a slate of clean energy tax credits and a fee on methane emissions.

And the stakes are particularly high amid high fuel prices, a Supreme Court ruling that curbed the Environmental Protection Agency’s climate powers and the growing threat of climate change itself.

For months, lawmakers have been negotiating a package that would seek to limit climate-warming emissions, lower prescription drug costs and raise taxes on high-income individuals.

But with the August recess looming, lawmakers are seeing their time run short.

Senate Environment and Public Works Committee Chairman Tom Carper (D-Del.) told reporters on Tuesday that he is still working with Manchin on a program aimed at cutting methane emissions from the oil and gas sector.

He said that the two sides had reached a “pretty good agreement” a few months ago, and added, “We’re looking at it now, tweaking it a little bit.”

Methane is a potent source of planet-warming emissions, with 25 times the impacts of carbon dioxide over a 100-year period. It’s also the main component of natural gas, which is used in electricity generation and home heating.

The version of the methane “fee” that passed the House last year as part of a large budget reconciliation package known as Build Back Better contained both penalties and incentives for oil and gas companies to cut their emissions of the gas.

Despite the obstacles, Carper said he’s feeling “encouraged.”

“It’s important that we get to yes,” he said. “I think we will.”

Finance Committee Chairman Ron Wyden (D-Ore.) said he believes the essence of his panel’s clean energy tax credits are still “intact.” In particular, he said a “neutral” approach that would give credits to various kinds of emissions-reducing technologies is still in play.

“A new system based on technological neutrality — not picking winners and losers — and making sure that in the future, the bigger your emissions reductions the bigger your tax savings — I believe are still in good shape.”

If something passes the Senate, it will be a much smaller package that the Build Back Better agenda once dreamed of by Democrats.

It’s likely to have a ceiling of $300 billion in spending on clean energy, a little more than half of the $555 billion that was included in the House bill.

On Wednesday, The Washington Post reported that the White House is considering another approach to secure Manchin’s support: approving fossil fuel projects.

The Post reported that the Biden administration is considering approving more drilling in the Gulf of Mexico and a massive project in Alaska — as well as a pipeline that runs through West Virginia."

https://thehill.com/policy/energy-environment/3557518-democrats-push-for-climate-deal-as-time-runs-short/

Project Riser, som er nevnt tidligere i denne tråden, er en del av RECSI sin videre strategi (ser det ut til). Innlegget er delt av Svenn_13 på en annen tråd (kudos til denne brukeren for å finne denne informasjonen), og jeg anbefaler alle å lese det som står på side 11 (første side i vedleggene til endringen) i denne pdf'en:

https://www.grantcountywa.gov/DocumentCenter/View/5307/P-22-0154-REC-Silicon-Inc-PDF?bidId=

Det som stod på side 11. der, det så jo meget spennende ut!

Man kan lese litt lengre også. Det ser ut til at svære ting er planlagt. Her kan det komme overraskelser vi ikke turde håpe på. Nå leste jeg ikke alt siden bare har handy og ingen briller.... men mente det stod noe om at Rec med denne tomten kunne unngå mye transport. Da tenker jeg fort på disse rørerne fra Rec direkte til anodefabrikker som TT snakket om... Moses Lake dobler vel innbyggertallet på få år...

Alt dette er gammelt nytt. Side 57 viser jo ingot/wafer produksjonen. I REC's søknad oppgir de jo her utbygning foretatt av et "datterselskap" (side 45).

Men det må jo skje. Mens gresset er grønt og kua lever, og fortrinnsvis fortsatt er velfødd.

Må si jeg trodde dere kunne dette.

Hvordan har Nemis fått godkjennelse i lukket tråd?! Og hvorfor i huleste bruker du en lørdags kveld på å lese 50 sider med PDF om et selskap som snart går konkurs?

Jeg fikk dokumentet i mars.

👌 Yes!!

InForTheWin
15.12.2021 kl 01:15
13115
Noe jeg antar gjelder REC ekspansjonen:

"I am aware of about 2,500 potential jobs currently in play in the Wheeler Corridor"

Utklipp fra ASPI kommentar:

The most glaring substantive issue is the data assumptions used to justify the consultant’s recommendations. The City Manager has made it clear that she wants the next twenty years of residential growth in Moses Lake to occur in the urban core and not in the UGA areas. The way to justify that is to influence and control the data used in the residential land supply equation. It is a simple supply and demand analysis. The first data input is demand – in this case projected population growth. The smaller the number you use, the less room you need to allocate for residential growth. If the number is too large, expansion is required. To support a vision of ‘urban core in-fill’ you need a small population number. The consultant’s recommendations assume only about 7,000 new residents over the next 20 years. If they can find ‘room’ for 7,000 new residents in the urban core, they can then recommend elimination of UGAs. ASPI, Mark Fancher (as a real estate professional and representing Central Terminals), Hayden Homes and Houston Aho have all provided testimony that the population growth number used in the analysis is far too low. As the largest industrial landowners in the city, ASPI and Central Terminals are heavily involved in recruiting large industrial employers. We work with the Port of Moses Lake, Grant County EDC, and most importantly, the Washington State Department of Commerce to entice large industrial employers to the community. I am aware of about 2,500 potential jobs currently in play in the Wheeler Corridor and proposals out for another 3-5000 aerospace and industrial jobs in the airport industrial area which includes the ASPI Technology Park, ASPI Airpark, and the Port’s new westside industrial area. The Port, EDC, ASPI and Commerce have dozens of proposals out to prospect employers.


Moses Lake is blessed with a massive international airport, the lowest electric power rates in the nation, a foreign trade zone, U.S. Opportunity Zone designation, and readily developable heavy industrial lands. Moses Lake is a huge target for industrial growth. The population forecasts appear to completely miss that

https://www.yahoo.com/video/moses-lake-port-buys-more-195500324.html

Tidligere:
https://www.yahoo.com/lifestyle/bill-passage-sets-stage-local-195200685.html

According to Richard Hannover, business development director for the Port of Moses Lake, the Warnick legislation is effectively a companion piece to House Bill 1812, which creates a new approval procedure for complex projects intended to help Washington meet its clean energy needs, and S.B. 5901, which provides significant sales tax breaks for large warehouse and manufacturing projects in smaller counties.

Hannover said the new legislation would benefit "Project Riser," the code name for a major new investment officials with the Port and the Grant County Economic Development Council have been focusing on for the last few months. While he gave no details on "Project Riser," in an email to the Columbia Basin Herald, Hannover did refer to it as "a new solar manufacturing facility."

"These bills are at Gov. Inslee's desk," Hannover wrote. "We are excited about the opportunities this new legislation can bring to Washington state."

Warnick's measure will extend current tax breaks for solar makers for another five years, while S.B. 5901 will allow large warehouses — at least 200,000 square feet or larger — in counties with fewer than 650,000 residents to defer sales and use taxes for up to eight years.

nemi's har gode poenger i likhet med mange andre, og folk med gode poenger skal man høre på og vurdere på et selvstendig grunnlag. En lukket tråd er ikke bare en tråd for alle som er "enige" da vi trenger diskusjoner som kan utfordre oss (alle sammen), men dersom språkbruken og/eller andre faktorer taler for at vedkommende som er gitt tilgang ikke tilfører tråden/diskusjonen noe som helst, ja da kaster jeg vedkommende ut!

Poenget er vel at "project riser" ikke har hatt noen "frontfigur" og/eller hovedeier p.t. Nå har vi, og du, fått informasjon om hvem som "driver" denne prosessen og det er svært interessant informasjon. Har ikke hatt tid til å lese dokumentet, men skal se på det i løpet av helgen - det er det sikkert andre som gjør også. At denne informasjonen dukket opp nå er derimot ganske interessant, så får vi se om det dokumentet inneholder resulterer i noen spørsmål til selskapet på 2Q22 eller før.

Det er iallefall inntegnet på en av karttegningene av det området de vil kjøpe en bygning der det er skrevet Ingot/Wafer på.

The Grant County Planning Commission skal ha en offentlig høring 24. august angående den ønskede utvidelsen til REC Silicon.

https://www.grantcountywa.gov/documentcenter/view/5405

Det er ganske mye "snacks" å finne i dokumentet som Svenn_13 har gravd frem, og jeg anbefaler alle som er interessert i en mulig investering i RECSI å lese hele dokumentet selv om det er mye å gå gjennom.

Som det fremkommer av dokumentet, har guvernøren/ML allerede allokert 10 MUSD til dette "grønne prosjektet". I tillegg er det referert til at dette er en "bird-in-hand" situasjon som det haster med å få avklart. Videre nevnes det at denne lokasjonen er "det eneste riktige" og at alle andre lokasjoner for "Project Riser" vil resultere i at RECSI må transportere gods via containere (silangass med all sannsynlighet).

I dokumentet ellers kan man blant annet finne følgende:

"This development will have generational impact to the city of Moses Lake and the residents, both current and future, The 2,500 direct jobs proposed to be created will supply economic vitality and diversification amongst the workplace of Moses Lake." (side 16)

"These impacts include greater utility servicing, high density job creation, $2 billion in construction costs, $1,7 billion in increased visibility of REC, ancillary job creation, an infill of existing industrial areas, road improvements, future taxes............" (finnes på side 16 & 19 blant annet).

"Rec Silicon, through "Project Riser", has proposed this request as a direct result of wanting to expand existing operations via a sister company adjacent to and contiguous to existing facilities that are located within the UGA and city limits of Moses Lake. Additionally, the request is needed in this location in order to create synergy between the two companies, allowing for shared facilities and infrastructure." (side 2 i vedlegget "Industrial Land Capacity Analysis - Moses Lake")

"The Department of Commerce (DOC), on several levels, have supported this project request" (side 3 i nevnte dokument, og noe vi allerede har touchet innom i denne tråden tidligere).

Ellers er det verdt å merke seg tegningen som er vedlagt denne analysen hvor det er tegnet inn en bygning som skal inneholde Ingot/wafer process.

Synes dette er svært interessant informasjon, og hva som ligger i dette fremover kan man bare spekulere i. Som nevnt tidligere, anbefaler folk å lese selv og gjøre seg opp sin egen mening om "Project Riser" og hva dette kan bety for RECSI.

Det ser ikke ut til at Biden har tenkt å la Manchin få styre showet helt alene. Mye kan gjøres med presidentordre, og det ser det ut til at han har tenkt å gjøre:

"Biden to Senate: Pass health bill and I’ll tackle climate through executive action
BY ALEX GANGITANO - 07/15/22 3:46 PM ET

President Biden on Friday told senators to move forward with a slimmed-down, health care-only reconciliation package before their August recess after Sen. Joe Manchin (D-W.Va.) struck a blow to his agenda over its tax and climate provisions, which Biden said he will address through executive action.

“After decades of fierce opposition from powerful special interests, Democrats have come together, beaten back the pharmaceutical industry and are prepared to give Medicare the power to negotiate lower drug prices and to prevent an increase in health insurance premiums for millions of families with coverage under the Affordable Care Act,” Biden said in a statement.

“The Senate should move forward, pass it before the August recess, and get it to my desk so I can sign it,” he said.

Manchin told Senate Majority Leader Charles Schumer (D-N.Y.) on Thursday that if Democrats move the budget reconciliation bill in August, he will only support a provision to lower prescription drug prices and a two-year extension of expiring health insurance subsidies under the Affordable Care Act.

The senator said he would reject the climate spending and tax hikes on the wealthy in the package, only supporting a narrow budget reconciliation package before Labor Day.

In response, Biden said he will move on his climate agenda through executive action.

“Action on climate change and clean energy remains more urgent than ever,” he said. “So let me be clear: if the Senate will not move to tackle the climate crisis and strengthen our domestic clean energy industry, I will take strong executive action to meet this moment.”

Biden said his actions to address climate change would “protect us from oil and gas price hikes in the future.”

Biden’s statement comes while the president is on a trip to Saudi Arabia, where he is expected to discuss energy security, though the White House has signaled there will not be an immediate announcement on boosting oil production on the trip.

The president argued that the reconcilation package will help combat inflation, which the White House has been including in their messaging on it.

Manchin cited this week’s latest inflation report, which showed inflation jumping 9.1 percent in June compared to a year ago, as the reason the chances of him supporting a bill with climate provisions and tax reform anytime soon evaporated.

Schumer is pushing to move the reconciliation package to the floor before September, to align with when states plan to announce premium increases under the Affordable Care Act next month.

Earlier on Friday, the White House offered no reaction to Manchin, saying they would not negotiate in public but that the president will “use every tool in his toolbox” to get a deal on climate."

https://thehill.com/homenews/administration/3561529-biden-to-senate-pass-health-bill-and-ill-tackle-climate-through-executive-action/

******************************************************
I tillegg er det en annen demokrat som kaster seg inn i diskusjonen om det grønne skiftet og penger til å realisere dette:
https://thehill.com/policy/energy-environment/overnights/3564830-energy-environment-newsom-positions-himself-as-climate-leader/

Endelig er de fri fra Manchin og Biden kan endelig sette igang. Manchin har holdt partikolleger for narr i lang tid med sin skjulte agenda. Men, nå har han gjort seg selv politisk irrelevant. Og skal republikanerne reversere noe blir det vel tidligst in 2025 - om de vinner presidentvalget da, noe som er langt fra sikkert.
Det kan, som du er inne på i den siste linken, nemlig bli slik at den neste presidenten er demokrat og er den sittende guvernøren i California.

https://thehill.com/policy/energy-environment/3565619-white-house-could-declare-climate-emergency-as-soon-as-wednesday-sources/

Absolutt, men ulempen med presidentordre må selvfølgelig være at nestemann like fort kan ødelegge mye igjen, slik som Trump gjorde mot Obamacare f.eks.
Og skal man investere 10-20mrd kroner og bygge over flere år så skulle jeg tro at forutsigbarhet og langsiktige fordeler som subsidier/skattefritak/redusert toll var foretrukket.

Men når det er sagt, så går vi nå inn i en tid hvor behovet vokser enormt globalt for produkter Rec Silicon produserer og skal produsere i Moses Lake, derfor tenker jeg også at presidentordre kan bidra til å fremskynde/øke lønnsomheten til recsi i den perioden de behøver det mest.

Og er vi heldige så får vi en enda mer "fornybar" president etter Biden som øker dette momentum istedenfor å bremse det, og som mest sannsynlig da også kan høste æren for å følge USA inn i en "fornybar revolusjon" slik Biden har ønsket?

Dette politiske spillet er jammen litt av et sirkus....

Husk at det tidligste en ny president kan endre det Biden gjør med presidentordre nå, er januar 2025. Mye vann har rent i havet innen den tid, og det kan godt hende det allerede er etablert en solrakjede i USA - å fjerne dette for å legge ned en masse arbeidsplasser, det tror jeg ikke er veldig populært eller lurt dersom det skjer. Enkelte ting kan man enkelt endre, mens det nok er mer utfordrende å endre denne type tiltak som er mer inngipende i større deler av samfunnet der borte (spesielt relatert til arbeidsplasser).

" White House looks to salvage Biden’s domestic agenda
by Brett Samuels - 07/19/22 5:35 PM ET

The White House is hoping to salvage what it can of President Biden’s agenda after Sen. Joe Manchin (D-W.Va.) all but struck a fatal blow to talks on climate and tax provisions.

Rather than publicly sparring with Manchin or going back to the drawing board for a reworked deal, the White House is hoping to take any wins it can get in the short time between summer and the midterms, when Republicans appear to have a good chance at retaking both chambers of Congress.

White House officials and their allies believe passing a slimmed down reconciliation bill that addresses prescription drug pricing and health care subsidies — when combined with the bipartisan infrastructure law, the American Rescue Plan and the recently passed bipartisan gun safety bill — would still make for a strong record given the narrow majorities Democrats have in each chamber of Congress.

“Don’t sleep on the health care pieces that will get done. If they get over the finish line, they will be significant wins,” said Eric Schultz, a former spokesperson in the Obama White House. “If you add that to the rest of the victories from the past two years, we’ll have an impressive story to tell.”

Biden, in a statement last Friday, urged Congress to pass a bill before the August recess that would “give Medicare the power to negotiate lower drug prices and to prevent an increase in health insurance premiums for millions of families.”

Jared Bernstein, a member of the Council of Economic Advisers, told reporters Monday that a bill addressing prescription drug pricing and health care premiums “would be an absolutely huge win for reconciliation.”

“Whatever paths are open to us, we will take,” Bernstein said. “When those paths are closed, we’re going to find other paths. That’s how important this agenda is.”

Biden came into office with ambitious plans for an expansive spending package that would invest in housing, clean energy, health care, child care and other areas while paying for the package largely by reforming the tax code and increasing taxes on the wealthiest corporations and individuals.

A framework proposed in October by the White House included $500 billion in climate provisions, with $320 billion for clean energy tax credits to apply to transmission, storage, manufacturing, residential homes, passenger vehicles and commercial vehicles.

The framework also called for a 15 percent minimum tax for corporations, a 1 percent surcharge on stock buybacks and international tax changes that are in line with an agreement reached by more than 100 countries earlier this month. It would also include a surtax on the incomes of multimillionaires and billionaires and investment in IRS enforcement.

But the cost of gas, food, shelter and various goods has been on the rise since Biden released that framework nine months ago. Then there’s Manchin, who can single-handedly upend Democratic plans to pass legislation in a 50-50 Senate, repeatedly citing inflation concerns as a reason not to pass additional spending.

Manchin again dealt a blow to the Biden agenda last week when he said the latest inflation data meant it was “not prudent” to make the investments in climate change or raise taxes on the wealthy at this time.

While Manchin’s comments sparked fury among some Democrats and activists, the White House has publicly maintained an even-keeled position, instead focusing on what Manchin has said he would accept.

“What we’re on the cusp of doing with the reconciliation bill is going to impact tens of millions of Americans’ lives. And that matters as we’re looking at health care,” press secretary Karine Jean-Pierre told reporters.

Biden is expected to take executive action to address some climate change provisions left on the cutting room floor, though the extent and effectiveness is unlikely to be as impactful as congressional action.

House Democratic leaders, asked Tuesday about some of the failures surrounding Biden’s agenda, acknowledged their frustration that more hasn’t been done, particularly since they’ve been successful in passing much of the president’s ambitious agenda through the lower chamber while it languishes in the Senate.

“We should be frustrated at times if what we want to enact is more than what gets enacted,” said Rep. Pete Aguilar (Calif.), vice chair of the House Democratic Caucus. “There’s nothing wrong with that.”

But party leaders were also quick to note that, in a divided country with a closely split Senate, it was unrealistic to think Democrats were ever going to get everything they wanted. Instead, they say they’re simply fighting for as much of the agenda as they can, with designs to return later to any unfinished business.

“We’re trying to do the most good for the most amount of people possible. But if that isn’t ultimately what becomes law, but it passes the ‘meaningfulness standard’ — it helps us save lives, help our communities, drive down prescription drug costs, drive down the cost of the Affordable Care Act — those are things that all of us are going to hold hands and support,” Aguilar said."

https://thehill.com/homenews/administration/3566434-white-house-looks-to-salvage-bidens-domestic-agenda/

"Biden to announce other climate actions Wednesday

President Biden will make a climate announcement on Wednesday, but will not declare a climate emergency this week, White House press secretary Karine Jean-Pierre said on Tuesday.

What they’re saying: “He’s going to take, as I said, additional climate actions in that vein tomorrow, and he’s going to continue — he’s not going to just stop with the actions of tomorrow, but I would not plan [an] announcement this week on [a] national climate emergency,” Jean-Pierre told reporters during a briefing.
“Everything’s on the table. It’s just not going to be this week on that decision,” Jean-Pierre said, adding that if the administration does declare the emergency it would unlock a certain “pot of funding,” but she didn’t give many specifics."

https://thehill.com/policy/energy-environment/overnights/3566654-energy-environment-biden-mulls-climate-emergency-declaration/

Leser vi mellom linjene her at Manchin gis en siste sjanse til å bli med på laget, ellers er han og kullet hans ute i kulden?

Dette er nok et stikk til Manchin, men og en mulighet for han å bli med på en løsning "alle" kan skryte av når den er klar. Når det er sagt, så har Manchin vært ganske bombastisk når det gjelder inflasjonen og hvordan dette påvirker en evt. BBB/SEMA, og det er derfor slett ikke sikkert at han "kommer ombord" likevel. Men, da taper han jo også ansikt da han tidligere har vært klar på at han støtter den delen av pakken som omfatter fornybart.

Deler innlegget jeg skrev i går natt fra ukentlig tråd her. Mener den passer denne tråden bedre:

La oss ta to steg tilbake og skille litt mellom selskapet og aksjekurs.

Fantastisk selskap med flere prospekter og fremtidsmuligheter. Bærebjelkene er på plass og fundamentet er knall solid. Markedet REC opererer i vokser stadig til nye høyder, hvor den virkelige veksten vil komme over de neste årene og tiårene, nå som verden er på vei til å tilrettelegge for den grønne fremtiden, uten å være avhengig av Kina.

Det at vestlige stater tok en avgjørelse om å stenge vekk slavearbeid fra Kina og dermed lukke en stor andel av markedet styrker fundamentet ekstremt. Polysil. prisene vokser til nye høyder på månedlig basis og det har de gjort i over to år nå. Denne veksten vil fortsette (tror jeg) ettersom etterspørselen er alt for stor. Hele verden kommer til å ta denne omstillingen, noen før andre - og etterspørselen for polysil. vil bare øke, ettersom det kan bli brukt i så mange ulike områder som er grunnleggende for den grønne fremtiden. Med tiden vil jeg argumentere at Kina vil bli fullstendig lukket ut av det vestlige markedet, da det vil dreie seg om nasjonal sikkerhet, men akkurat nå er Kina nødvendig for USA. På den andre siden;

Utfordrer REC den etablerte el-batteri bransjen med at silangass er nødvendig for fremtidens el-batterier. Disse batteriene vil være i biler allerede fra 2024 og 2025 og aktører slik som Sila Nanotechnologies og Group 14 investerer milliard NOK + for å bygge fabrikker rett ved siden av REC - uten å ha sikret seg endelig kontrakt. Batteriene vil ha lengre rekkevidde, bedre lading - forbedring på alle fronter og de trenger REC. Andre viktige aktører slik som OneD etablerer seg også i Moses Lake - og vi vet at de er avhengig av silanen til REC. Andre dyktige individer fra forumet har gravd frem andre selskaper jeg ikke husker på farten. M.a.o - markedet vokser innenfor begge segmentene og REC`s posisjon blir ytterligere styrket.

På den andre siden så ser vi på aksjekurs og markedsverdi;

Helt katastrofalt. Jeg skjønner veldig godt alle som er slitne, har kastet kortene, er sure eller irriterte for at ting tar tid. Dette har pågått over et lengre periode, med intervaller mellom 14 - 20 NOK (noen få avvik i begge retninger). Flere av oss har ventet på kontrakts melding i noen måneder, andre et år, mange i flere år hvis ikke tiår. Det at REC har så mange småaksjonærer anser jeg som utelukkende negativt for stabiliteten til kursen. Varierer basert på det psykologiske aspektet og endrer mening på månedlig basis. Kursen følger ikke fundamentale nyheter (jeg vet ikke hvorfor, men kan prøve å spekulere) på grunn av mangel av tillit til ledelsen og selskapet, samt selskapets historikk og at ingen kontrakter er meldt, selv om første emisjon ble gjort i oktober 2020 for gjenåpning av ML

Det at vi også lever midt i en veldig spesiell periode for børsene på verden over øker bare volatiliteten i begge retninger. For noen måneder tilbake ble det levert dårlige tall av teknologi selskaper i USA. Deretter startet en resesjons frykt og frykten har bare økt på månedlig basis. Inflasjon har heller ikke hjulpet. Jeg nevnte for noen måneder tilbake at jeg ikke tror på noen varig resesjon og at jeg satser på at Q1 var avvik og Q2 vil levere. Her bommet jeg rundt resesjonen, fordi dette har tydelig preget markedet, men jeg håper å treffe om at teknologi selskaper vil levere, noe som vil fjerne frykten som er i markedet og erstatte det med optimisme.

Det jeg mener er viktig og er noe jeg prøver å gjøre selv - er å skille mellom fundamentet og markedsverdi. Markedsverdien vil nok fortsette å være jo-jo, med oppgang til 20 NOK når markedet forventer gode nyheter og nedgang til 14 NOK når markedet forventer stillhet (med korte avvik i begge retninger), frem til vi ikke får solide kontrakter som bekrefter alt det vi haussere har nevnt i noen år nå. Det er veldig vanskelig for markedet å ta frem kalkulatoren og regne på verdier, når ingen vet hva slags vilkår avtalen blir inngått på. Dette skaper enda mer volatilitet og gjør at psykologi og forventninger har en stor effekt på markedsverdien til selskapet. Markedsverdien følger i all hovedsak tekniske signaler og er styrt av tradere og algoritmer som tjener millioner på volatiliteten. Vi mindre aksjonærer er rett og slett ubetydelige brikker.

Tillit tar tid å gjenbygge og første steg for CEO er å levere på sine lovnader og vise markedet at REC kan inngå avtaler til markedsvilkår og være i full drift allerede i slutten av 2024. Hvis en ny aktør skal komme i REC`s posisjon, så må de investere 25 - 30 milliarder NOK og bruke 3-4 år på prosessen for å være i full drift, kontra 2024. Nå snakker jeg ikke engang om flere tiårs med erfaring som REC har under beltet. Det er bare for å bygge et nytt fabrikk og få denne til full drift.

Korte fakta:

Mest co2 vennlige på verdensbasis, med en fullstendig verdikjede fra USA (Made in USA) hvor det vil være samarbeid med Ferroglobe - Kvalitetsstempel i seg selv og noe flere har glemt. CEO nevnte i møtet med meg at han forhåpentligvis vil ha nyheter innen Q2 og at de jobber med å sluttføre prosesser og prosjekter. Samtidig lærer vi nå at REC står bak Project R. (Takk til Svenn) med et søsterselskap (Hanwha antar jeg) og dette vil skape 2.500 flere direkte arbeidsplasser. Vi vet at 24. august vil politikere ta en endelig avgjørelse rundt dette og alt har gått fint hittil i denne prosessen (dette er en prosess som har tatt flere måneder å jobbe med, offentlig som vi vet). Vi vet også at en av nabotomtene til REC er reservert, pga god graving fra Sørlie og vil forhåpentligvis vite mer innen 24. juli. .

Kort oppsummert fordi denne begynner å bli lang - selskapet jobber i ett sett og har et fundament tidligere aksjonærer kunne drømme om. Den geopolitiske situasjonen har snudd alt for REC og klaffer ting enda mer vår retning her, så vil markedsforholdene være til rette for utvidelser og ytterligere fabrikker, for å møte den lokale etterspørselen. Det at et av verdens største aktører innenfor fornybart valgte å kjøpe opp REC til 20kr (30% over daværende markedspris) og allerede har gitt et tilbud på hele kapasiteten til REC, samtidig som de sier at de skal investere flere milliarder av USD innenfor fornybart, sier egentlig alt om hva slags kort James og REC stiller med. En aksje er verdt hva andre er villig til å betale og selge for. Akkurat nå er nok REC usynlig på radaren til de fleste. Analytikere undervurderer salgsprisen til REC og selv de har satt kursmål på 20, 30 og 33 NOK, som jeg mener er underpriset i forhold til fremtidig potensial.

Jeg skal ikke utdype meg noe rundt hvor jeg tror kursen kan være i fremtiden. Frem til vi ikke får kontrakt så vil alt være så psykologi styrt og jeg forventer store svingninger både opp og ned. Alt jeg kan gjøre er å dele mine meninger med dere og bistå rundt spekulasjoner for fremtiden. Jeg er også sliten av all opp og nedturen med kursen. Det er slitsomt at kursen er styrt av teknikere, tradere og algoritmer fremfor fundamentet. Det er slitsomt å måtte argumentere med individer som ikke engang vet hva de snakker om. Det er slitsomt at ting har tatt tid, men;

Jeg tviler ikke et sekund på fremtiden og mener at ventingen vil bli verdt det, fordi selv om kursen har vært slitsom å følge med på, så har fundamentet og selskapets posisjon styrket seg på månedlig basis. Eller som CEO, James sa til meg - når han tar seg hånd om ML, så vil aksjekurs og kommunikasjon med markedet komme av seg selv.

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Jeg er også veldig positiv til at Biden tar kontroll på ting. Dette har jeg virkelig savnet fra han. Få gjennom den grønne reformen gjennom presidentordre. Den nye presidenten blir ikke valgt inn før 2025 og dette er mer enn nok tid til å starte toget i USA. Blir ikke bare å fjerne dette, hvis det vil berøre flere tusenvis av mennesker, som Sa2ri er inne på. Samtidig er nok alle enige om at dette er nødvendig, men kampen mellom de ulike partiene kommer i veien mot den virkelige kampen, som egentlig er et kappløp med Kina. Dette gir også politikerne mer tid til å bli enige seg i mellom for en langsiktig løsning. Det haster så mye at de rett og slett må få dette på plass. Håper vi ser slike sider av Biden fremover. Han er presidenten i USA, ikke en nikkedukke som skal bli gjort narr av pga. en senator.

Det er vanskelig å følge Manchin's ressonement om at statlige insentiver for å stimulere investeringer i fornybar energi er inflasjonsdrivende. Det er virker mer som han var forutinntatt hele veien og har leflet om mulige kompromiss kun for å hale ut tiden til fordel for GOP og hans egeninteresser. Biden har nå ingenting å tape mer, tvert i mot kan presidentordrer vise seg å bli det som gir hans presidentskap et løft. Manchin møter seg selv litt i døra finner jeg, han ville spille viktigper og blir sittende igjen med svarteper.

Store tabben fra demokratene var å godta at pakken om infrastruktur ble stemt gjennom, uten å kreve at den andre helse/klimapakken gikk samtidig.
Når Manchin fikk tildelt det esset, var det gjort. Tror nok han opplever seg selv som en vinner så lenge han unngår at kull får et "ANDRESORTERING"stempel over seg.
Og det har han vel klart så langt?

Da må jeg si du er veldig aktiv og følger med Nemis.
Dokumentet er stemplet mottatt hos Grant County Planning den 31.03.2022, og du sier du fikk dokumentet i mars.

Noe som ikke stemmer her, slik jeg ser det....