What would a juicy royalty look like though? 1.5 to 2 % is what I’ve seen popped up. A percentage of what? Revenue? What would that look like in dollar terms?
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Samus
Top 20
Well they half way thereWhat was the Chinese offer again?
We'll steal it all for nothing
Don't post unless you reached the top. I guess that why you didn't get any special mention from Frank...just jk.
Let's not pretend the CATH deal wasn't a great thing for us.
What was the Chinese offer again?
We'll steal it all for nothing
Maybe CATH can do a deal with Trumpy. Say they'll build a few battery plants in the good 'ol US of A with American employees if he'll look the other way for this security for minerals deal. They give us 10B, they get the spod, Trump gets jobs for Americans and we get drunk
Samus
Top 20
CATH are Chinese CCP. They never lifted a finger to help AVZ as Zijin plundered our tenement.
They made a 20 mil deal and squeezed us on the terms only when it was clear that we'd get alternate funding (same amount of our money that they locked up in escrow)
CATH can get rooted imo unless they enter the bidding war for the entire resource.
I just hope they haven't stitched us up in terms of selling elsewhere.
Mr Inappropriate
Regular
I think @Winenut may have first ”proposed” $10.
With a #FuckZijin shitfuckery loading it became $12, then $12USD
DiscoDanNZ
Regular
"Help me, Obi-Nigel, you're my only hope."
View attachment 84346
View attachment 84347
View attachment 84348
I'll take one of those over a "I got butt fucked by the DRC" tshirt anyday
Carlos Danger
Top 20
Unlikely imo
This document is scheduled to be published in the Federal Register on 01/07/2025
DEPARTMENT OF DEFENSE
Office of the Secretary
Notice of Availability of Designation of Chinese Military Companies
AGENCY: Office of the Under Secretary of Defense (Acquisition and Sustainment), Department of Defense.
ACTION: Notice of Chinese military companies operating in the United States.
SUMMARY: The Deputy Secretary of Defense has determined that the entities listed in the SUPPLEMENTARY INFORMATION section of this notice qualify as “Chinese military companies” in accordance with the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021.
SUPPLEMENTARY INFORMATION: Section 1260H of the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021 (Pub. L. 116-283) requires the Secretary of Defense to identify and publish a list of “Chinese military companies” annually until December 31, 2030. Paragraph (b)(2) of this section requires the Secretary of Defense to publish the unclassified portion of such list in the Federal Register (FR).
The Deputy Secretary of Defense has determined that the following entities qualify as “Chinese military companies” in accordance with Section 1260H1:
Contemporary Amperex Technology Co., Ltd. (CATL)
Rechnerhand
Regular
Hey Nigel ... just in case you or the Top20 are not happy what Kobold is actually put as a bid on the table show them this alternative very close their home base and in case they say friendly 'Thank you but we want to invest in the DRC' then I would agree they are desperate or forced to get this asset.
" ... These metrics and context entrench the Project as a Tier 1, world-class lithium pegmatite asset. ..." --> Paxxxxx Baxxxxx Mexxxx
" ... These metrics and context entrench the Project as a Tier 1, world-class lithium pegmatite asset. ..." --> Paxxxxx Baxxxxx Mexxxx
Chase
Regular
Love ya Danger thanks mate for all posts but I don't understand this one?
Carlos Danger
Top 20
CATH is half owned by CATL
CATL have been designated by the USA Department of Defence as a Chinese military company
No chance the gringo king does a deal with a Chinese military company which is why KoBold specifically said they didn't want CATH as part of the deal in their letter to Felix in January imo
Frank
Top 20
American energy sector set to invest $100B in battery storage by 2030
Members of the US energy industry has committed to investing $100 billion over the next five years to build and buy American-made batteries for large, utility-scale deployments of battery energy storage systems (BESS).
Executives from the American Clean Power Association (ACP) and several utility company representatives said Tuesday that they were committed to a fivefold increase in active investments that could, according to the Association, lead to 100% American-made BESS projects – but that vision depends on both a streamlined permitting environment and predictable tax and trade policy, the ACP said.
This commitments “demonstrate what success can look like,” said ACP CEO Jason Grumet, adding that many industry players have been waiting in a sort of holding pattern until some long-term clarity develops around Trump’s tariff and trade policies.
“There is a remarkable tension right now between probably the best fundamentals for investment in the energy sector that we’ve seen in a generation and the greatest amount of uncertainty that we’ve seen in a generation.”
Those fundamentals involve rapidly dropping battery costs with increasing density – and that efficiency improvement is coming with reliability, too, Hyundai joining Tesla (and others) in delivering batteries good for hundreds of thousands of miles of driving.
The tension, of course, comes from the fact that most batteries, today, are made in Asia.
Form Energy CEO Mateo Jaramillo says his company sources more than 80% of its battery content in the US and much of the rest from Europe and “non-China Asia.” And, while they’re working to re-shore even more, they remain exposed to heavily tariffed Chinese-made inputs.
Form eventually hopes to source raw iron from US mines in Michigan and Minnesota – and they’re not alone. Executives from other companies spoke up as well:
COVID-era disruptions across the global battery supply chain convinced Fluence that an energy storage market as robust as the United States’ needed a stronger domestic manufacturing base, Fluence Americas President John Zurancik said in the press briefing.
The company’s U.S. investments are now bearing fruit as it expects to deliver its first U.S.-made lithium-iron-phosphate, or LFP, batteries this week for deployment later this year, he said.
Like Fluence, LG Energy Solution Vertech expects to significantly expand its U.S. manufacturing operations in 2025 and 2026.
The South Korean battery powerhouse will adapt existing production lines at its Holland, Michigan, factory to deliver 16.5 GWh of stationary storage batteries this year and add 11 GWh of new capacity in 2026, its CEO said in a statement provided by ACP.
Even industry stalwarts like Wärtsilä have begun sourcing components for the container-based Quantum 3 BESS system we covered last summer from a geographically diverse set of suppliers, with manufacturing capacity across different regions of North America, Asia, and Europe.
This should enable the company’s customers to take advantage of any local tax incentives while avoiding the kind of tariffs impacting global battery markets.
The ACP’s announcement adds about $85 billion to a set of “active investments” worth $10 billion to $15 billion, executives with the trade group said in a press briefing.
Electrek’s Take
Battery energy storage just makes sense – and it’s being leveraged in smart ways by companies like Zenobē, who are using smart BESS deployments to help hold down ratepayer costs while improving grid resilience and reliability.Volvo, too, is working to develop rapidly deployable BESS solutions that can support temporary job sites and disaster relief efforts.
Then there’s the rich people. Located in Abu Dhabi, the world’s largest storage project will feature a 5.2 GW solar PV plant coupled with a 19 gigawatt-hour (GWh) BESS.
You can check that out here, then let us know what you think of all these projects in the comments.
Last edited:
Similar threads
