Media

[Gero]

Link to Talga's latest Swedish Newsletter.

https://mailchi.mp/talga/talga-nyhetsbrev-maj-2022?e=48bbdd0806

Couple of the articles.

The inauguration of Europe's first battery anode factory in Luleå attracted both dignitaries and the public​

In April, the inauguration of EVA – Electric Vehicle Anode factory – took place in Luleå. The factory, which is now fully operational, supplies test-scale anode materials to battery and automotive customers. In addition, the factory, which operates in Swerim's premises, has two dedicated labs for testing advanced materials and batteries.

Tobias Lindbäck
Tobias Lindbäck is Production Manager at EVA:

• "There are eight of us working here now. We have hired a ninth and are going to hire a tenth. This is not about commercial production but large-scale testing together with battery and vehicle customers in so-called campaigns."

• "As an example, customers might want to have, say, 100 kg of anode material a month to run in their test lines, or they want to test different chemical compositions for the anode material on site and see how these react depending on what materials you use in the rest of the battery. It's much appreciated by the industry."

During the inauguration of the factory in April, both Luleå's chairman of the municipal board, Carina Sammeli, and the Government's State Secretary for Foreign Trade Affairs Krister Nilsson, spoke.

From left: Martin Phillips, Talga; Krister Nilsson, State Secretary; Carina Sammeli, Chairman of the Municipal Board; Pontus Sjöberg, Swerim

Krister Nilsson, State Secretary for Foreign Trade, speaks during the inauguration of Europe's first battery anode factory

Open house attracted from near and far​

Even during the immediately following open house day, lots of curious visitors came to see how an anode factory works.

Curious guests at open house in the anode factory

Crash course in how graphite is formed naturally in the bedrock and how Talga takes advantage of it

During both the VIP and open house events, visitors got to see how the machines and battery labs work, as well as presentations from Talgas' experts on what the future plans look like and what Talga's strategy for growing and combating global warming looks like, as well as how both the mine and the intended full-scale factory will work. All in all, the events attracted widely different participants from both the European electric vehicle market to, among others, local entrepreneurs, the general public and cottage owners from Vittangi.

• "In the next step, we will build the full-sized factory on Hertsön and scale it up to
  19,500 tonnes per year. Then we will need to be at least 70 people, probably slightly more. That factory is then planned to be expanded to produce 100,000 tonnes per year," concludes Tobias Lindbäck.

Test mining in Niska Södra continues this summer​

Tom Kearney, geologist.

This summer's test mining at Niska Södra is currently being planned in full. The plan is to extract the remainder of the 25,000 tonnes to which the permit applies. Already last year, a smaller part was taken out and through this division you can try to break both on a very small and on a slightly larger scale. The test mining is carried out to test and evaluate the Niskagrafite, including together with customers, as well as to test drive and learn from the process.

Tom Kearney, lead geologist, tells us more about this summer's plans:

• "We started this last summer, and now we're taking out the rest that we need to test break,"

When do you get started?

• "It starts the second week of June if everything goes according to plan. This year we will take out the remaining graphite ore according to the permit we have, so there will be significantly more ore to be mined this time."

Will there be any differences compared to last summer?

• "There will be more of us working on site at the mining and we will be crushing the ore on site this time as well. So the business is getting bigger this summer. We will also have some other equipment, as the volumes are larger this year. We will have bigger machines, a bigger excavator and more trucks than regular trucks this time."

Which entrepreneurs will be involved?

• "Just like last year, we will have Orefields for excavation and crushing and A methodology that supports with project management. In addition, there are some other local partners, which is both fun and educational."

The test mining is expected to be completed in September, and an open house day is planned for mid-August.
Interested parties such as Sami villages, land and cottage owners have been informed.

 

[Gero]

Also from Talga's latest Swedish Newsletter.

In interestingly it states that Talga has applied for a permit of 120,000 tonnes of graphite ore per year not 100,000.

If Talga were to mine one of the higher grade permitted areas, say around 30%, with 90% of that ore producing finished anode material, then the first annual production could be closer to 32kt per annum than the 19kt in the DFS.

Talga Newsletter May 2022 (mailchi.mp)

Announcement regarding the application for an environmental permit for Nunasvaara Southern

Land and Environment Court at Umeå District Court has now received and published Talga's application for a permit under the Environmental Code for mining operations, etc.m. at Nunasvaara Södra.

The application includes permits to conduct mining activities in the form of mining and enrichment of up to 120,000 tonnes of graphite ore per year, and also includes facilities and activities to be able to operate it all safely and responsibly.

Comments on the application and the environmental impact assessment may be submitted in writing to the Court until.m 23 June 2022.

See the link below to see the announcement in its entirety.

https://www.domstol.se/globalassets...ngsratt/umea-tr-m-1573-20-aktbil-155-kung.pdf

 

[TentCity]

Also from Talga's latest Swedish Newsletter.

In interestingly it states that Talga has applied for a permit of 120,000 tonnes of graphite ore per year not 100,000.

If Talga were to mine one of the higher grade permitted areas, say around 30%, with 90% of that ore producing finished anode material, then the first annual production could be closer to 32kt per annum than the 19kt in the DFS.

Talga Newsletter May 2022 (mailchi.mp)

Announcement regarding the application for an environmental permit for Nunasvaara Southern

Land and Environment Court at Umeå District Court has now received and published Talga's application for a permit under the Environmental Code for mining operations, etc.m. at Nunasvaara Södra.

The application includes permits to conduct mining activities in the form of mining and enrichment of up to 120,000 tonnes of graphite ore per year, and also includes facilities and activities to be able to operate it all safely and responsibly.

Comments on the application and the environmental impact assessment may be submitted in writing to the Court until.m 23 June 2022.

See the link below to see the announcement in its entirety.

https://www.domstol.se/globalassets...ngsratt/umea-tr-m-1573-20-aktbil-155-kung.pdf

Nice find Gero!

Should correlate to at least a 50% increase in NPV valuation of Talga if they can indeed target the higher grade resource for Stage 1.

Have you modelled this in your spreadsheet? What valuation do you come out with?

 

[Gero]

 

[Gero]

 

[cosors]

Thanks Gero! I have quickly copied. The links to the podcast also work.

"Foxconn Has a Plan to Upend the Electric Vehicle Industry
Can Foxconn supply all the key parts to automakers around the world?

The interior of Foxconn Technology Group's Foxtron Model E concept electric sedan unveiled at the Hon Hai Tech Day event in Taipei, Taiwan, on Monday, Oct. 18, 2021. Foxconn unveiled its first electric vehicles, a milestone that could boost the Taiwanese electronics manufacturer's credentials as a serious bidder for Apple Inc.'s secretive automotive project.

Listen to this article
:47

Listen to Odd Lots on Apple Podcasts
Listen to Odd Lots on Spotify

Most people think of Foxconn as the company that assembles iPhones. But it's a lot more than that. In fact the company really got started by manufacturing all of the tiny components and connectors for the PC industry around the world, long before the iPhone ever existed. Now it wants to go back to its roots, but instead of making parts for PCs, it wants to make all the key components for electric vehicles. The potential is massive, and if they get it right, it could be wildly profitable. On this episode of the podcast, we speak to Bloomberg Opinion's Tim Culpan (@tculpan on Twitter) who has followed the company for a long time. He explains how EVs fit into Foxconn's strategy, and how it plans to win in the space.

Foxconn Has a Plan to Upend the Elect..."

 

[cosors]

Perhaps the best breadcrumb MT has dropped yet. The podcast only briefly touches on batteries but they seem to be becoming a label-less supermarket for the EV market. Want harnesses, chips, electronics - heck even batteries, no problem! Maybe it will become more than it seems now. I recommend listening to it. And Foxconn (LT Tech) is a giant.
_____
@JoMo68 @Diogenese @Dallas (you posted in a German forum about Socionext and Foxconn) @Slymeat This could be interesting even for us in the other group. Foxconn is working with Socionext, who made Brainchip's Akida.... when understanding it right.

 

[JoMo68]

Perhaps the best breadcrumb MT has dropped yet. The podcast only briefly touches on batteries but they seem to be becoming a label-less supermarket for the EV market. Want harnesses, chips, electronics - heck even batteries, no problem! Maybe it will become more than it seems now. I recommend listening to it. And Foxconn (LT Tech) is a giant.
_____
@JoMo68 @Diogenese @Dallas (you posted in a German forum about Socionext and Foxconn) @Slymeat This could be interesting even for us in the other group. Foxconn is working with Socionext, who made Brainchip's Akida.... when understanding it right.

Woop woop, I always thought our two favourite stocks might come together somehow. Fingers crossed heh!

 

[Gero]

Graphite has a huge role to play in the renewables future… but why hasn’t the market realised it yet?

Mining16 hours ago | Jessica Cummins

• Experts say there’s a chance graphite could become a better play than lithium, so why hasn’t the market caught on yet?
• Maybe ‘cos 99% of battery graphite production is concentrated in China….
• But some say graphite is the next battery mineral to take off

Most people are familiar with graphite because of its use in the humble pencil or in refractory (‘heat resistant’) bricks, but the critical mineral has a far greater and much more important role to play as we shift towards a low-carbon economy.

Graphite flies under the radar when discussing lithium-ion batteries but an EV battery contains around 50kg of the stuff, around 10 times the amount of lithium required, so it’s playing a huge part in decarbonisation by way of energy mobility through batteries.

It is the -100-mesh product (also known as natural graphite concentrate), used in the production of spherical graphite for anodes in lithium-ion batteries that has analysts predicting the graphite market will enter a period of unprecedented growth.

Benchmark reckons a structural deficit is looming as global demand begins to outstrip supply, Credit Suisse says there’s a chance graphite could become a better play than lithium, and the World Bank forecasts low-carbon energy technologies will require 4.5Mt of graphite per year by 2050.

“That’s a 500% increase over 2018 levels and around a 318% increase over the total graphite produced in 2019,” Peak Asset Management’s Conor Daley said.

But unlike lithium, where prices get all hot and frothy surging as much as 400%in the past year to record levels, graphite prices in comparison are somewhat mediocre – up by 22%… but still up.

Graphite hasn’t captured the mainstream attention of investors globally yet and we asked Talga Resources’ (ASX:TLG)managing director Mark Thompson why.

Buckle up and prepare for graphite’s take-off​

“Graphite has been flying under the radar because lithium, copper, and cobalt are old, well understood metals that are publicly traded and visible,” he said.

“Around 99% of battery graphite production is concentrated in China and the rest of the world hasn’t really known much about it, hasn’t had to think about it but they are beginning to now.

“It isn’t publicly traded – it’s a non-metal so I think people find it a little harder to understand but because it is 50% of all the batteries and because products you make from graphite like graphene can change the world for the better, it is growing in popularity, and I would say the time for graphite is now.”

Graphite has another critical role to play as the source for making graphene, which is an ultra-thin, super strong, lightweight material that when added to things such as paint coatings, concrete, plastic, fibre glass, wind turbines or solar panels makes them stronger, lighter, and faster.

Researchers have discovered that adding even a trace amount of graphene – about 1 or 2% – into materials can make a massive difference.

It is therefore believed to hold the potential in revolutionising entire industries such as electricity, conductivity, energy generation, and batteries.

“What we are seeing now is demand for batteries is only just starting to hit graphite,” Thompson said.

“It is not being speculated on, it’s just simple business demand.

“Graphite is the next battery mineral to take off.”

Graphite has a huge role to play in the renewables future... but why hasn't the market realised it yet? - Stockhead

Graphite has a great role to play as we shift towards a low-carbon economy. Here's why - and why nobody seems to have noticed.

stockhead.com.au

 

[cosors]

"Mining industry: We can save the world 30 million tonnes of carbon dioxide emissions​

• 2022-06-23
• 21:28
• News

Martin Ådahl (C), Mattias Jonsson (S) and Jessica Rosencrantz (M) receive Svemin’s updated Climate Roadmap from Svante Axelsson, national coordinator Fossil-free Sweden and Maria Sunér, CEO Svemin.

Sweden is at the beginning of a green industrial revolution. And it’s fast. So fast that the mining industry have now updated our Climate Roadmap.

– With the right political conditions, we can lay the foundation both for the implementation of the Swedish industry’s roadmaps and, through exports, for the whole of Europe’s green transition, says Maria Sunér, CEO Svemin.

Metals and minerals are absolutely necessary to produce the climate technologies needed for the green transformation of society. In Sweden, we can also make it more climate-friendly than in almost any other part of the world. Wind turbines, solar panels, electric cars and batteries, all require metals to a greater degree than in the technologies used today. The green transition is the single most important driving force for increased demand for many metals.

A lot has happened in the Swedish mining and minerals industry since the first climate roadmap was published in 2018. Our member companies have taken further steps to reduce their emissions and prepared roadmaps for strategic sustainability work. In the new Climate Roadmap, which was launched on Tuesday morning, the industry is counting on how great this climate benefit is.

– We estimate that emissions of 6 million tonnes of CO2 per year are avoided today. But the climate benefit can grow far greater: more than 30 million tonnes by 2045, through plans for increased production, more advanced and fossil-free processes, a new generation of mining machines, and further processing, says Sandra Lindström, climate and energy expert at Svemin.

Sweden now has the opportunity to take greater global responsibility for the climate transition by exploiting the potential of the Swedish mining industry. To succeed, action from politics is required, in this updated climate roadmap we have a list of ten clear requirements.

– We address ourselves directly to our governing politicians, only with their support can this become a reality. 30 million tonnes of carbon dioxide are at stake, says Sandra Lindström.

At the launch, she was supported by the politicians present, who all showed some self-criticism.

– We in politics are behind the curve, we really have to stick to keep up with the industry’s enormous progress. We must accelerate when it comes to permit processes, when it comes to the fossil-free electricity supply and also the supply of skills, said Martin Ådahl (C).

Mattias Jonsson (S) agreed and added:
– We should be proud of the mining nation we are, but we from politics must also be there and create conditions, he said.

The unity extended across the entire political scale.
– Politics should not stand in the way. Companies are the new environmental movement, saving the climate can be done at work nowadays, Jessica Rosencrantz (M), summed up.

Svemin’s updated climate roadmap is not only the mining and mineral industry’s roadmap, it also lays the foundation for the other 21 industries within Fossil-Free Sweden to succeed with their respective transition. If our industry, as the first link in the value chain, succeeds with the transition, it will provide better conditions for more subsequent industries to produce climate-smart products from our materials.

– Without sustainably produced metals and minerals – no sustainable transition. The green transition begins in the mine, says Maria Sunér.

Note – The updated Climate Itinerary is only available in Swedish at the moment. A translated version is under development and will be presented shortly.

---

Svemin’s Climate Roadmap 2022 – Political requirements list

1. Create efficient and more predictable permitting processes
2. Secure access to fossil-free electricity and biofuels at a competitive cost
3. Enable hydrogen production and storage
4. Develop a national strategy for capturing and storing carbon dioxide
5. Ensure stability and long-term perspective in national and international climate policy for a competitive transition
6. Support front-runners
7. Create sustainable transport systems for the future
8. Prioritise long-term research funding for sustainable raw materials
9. Invest in recycling and metallurgy
10. Ensure the right skills to enable adjustment

---

Roadmap for a competitive and fossil-free mining and mineral industry (Svemin’s Climate Roadmap) is part of, and funded by, Swedish Mining Innovation, the strategic innovation program for the Swedish mining and metals mining industry, which is a joint venture by Vinnova, Formas and the Swedish Energy Agency."
https://www.svemin.se/en/news/news/mining-industry-30-million-tonnes-co2/

Finally, politicians agree for once - LoL

 

[WheresTheMonkey]

"Mining industry: We can save the world 30 million tonnes of carbon dioxide emissions​

• 2022-06-23
• 21:28
• News

Martin Ådahl (C), Mattias Jonsson (S) and Jessica Rosencrantz (M) receive Svemin’s updated Climate Roadmap from Svante Axelsson, national coordinator Fossil-free Sweden and Maria Sunér, CEO Svemin.

Sweden is at the beginning of a green industrial revolution. And it’s fast. So fast that the mining industry have now updated our Climate Roadmap.

– With the right political conditions, we can lay the foundation both for the implementation of the Swedish industry’s roadmaps and, through exports, for the whole of Europe’s green transition, says Maria Sunér, CEO Svemin.

Metals and minerals are absolutely necessary to produce the climate technologies needed for the green transformation of society. In Sweden, we can also make it more climate-friendly than in almost any other part of the world. Wind turbines, solar panels, electric cars and batteries, all require metals to a greater degree than in the technologies used today. The green transition is the single most important driving force for increased demand for many metals.

A lot has happened in the Swedish mining and minerals industry since the first climate roadmap was published in 2018. Our member companies have taken further steps to reduce their emissions and prepared roadmaps for strategic sustainability work. In the new Climate Roadmap, which was launched on Tuesday morning, the industry is counting on how great this climate benefit is.

– We estimate that emissions of 6 million tonnes of CO2 per year are avoided today. But the climate benefit can grow far greater: more than 30 million tonnes by 2045, through plans for increased production, more advanced and fossil-free processes, a new generation of mining machines, and further processing, says Sandra Lindström, climate and energy expert at Svemin.

Sweden now has the opportunity to take greater global responsibility for the climate transition by exploiting the potential of the Swedish mining industry. To succeed, action from politics is required, in this updated climate roadmap we have a list of ten clear requirements.

– We address ourselves directly to our governing politicians, only with their support can this become a reality. 30 million tonnes of carbon dioxide are at stake, says Sandra Lindström.

At the launch, she was supported by the politicians present, who all showed some self-criticism.

– We in politics are behind the curve, we really have to stick to keep up with the industry’s enormous progress. We must accelerate when it comes to permit processes, when it comes to the fossil-free electricity supply and also the supply of skills, said Martin Ådahl (C).

Mattias Jonsson (S) agreed and added:
– We should be proud of the mining nation we are, but we from politics must also be there and create conditions, he said.

The unity extended across the entire political scale.
– Politics should not stand in the way. Companies are the new environmental movement, saving the climate can be done at work nowadays, Jessica Rosencrantz (M), summed up.

Svemin’s updated climate roadmap is not only the mining and mineral industry’s roadmap, it also lays the foundation for the other 21 industries within Fossil-Free Sweden to succeed with their respective transition. If our industry, as the first link in the value chain, succeeds with the transition, it will provide better conditions for more subsequent industries to produce climate-smart products from our materials.

– Without sustainably produced metals and minerals – no sustainable transition. The green transition begins in the mine, says Maria Sunér.

Note – The updated Climate Itinerary is only available in Swedish at the moment. A translated version is under development and will be presented shortly.

---

Svemin’s Climate Roadmap 2022 – Political requirements list

1. Create efficient and more predictable permitting processes
2. Secure access to fossil-free electricity and biofuels at a competitive cost
3. Enable hydrogen production and storage
4. Develop a national strategy for capturing and storing carbon dioxide
5. Ensure stability and long-term perspective in national and international climate policy for a competitive transition
6. Support front-runners
7. Create sustainable transport systems for the future
8. Prioritise long-term research funding for sustainable raw materials
9. Invest in recycling and metallurgy
10. Ensure the right skills to enable adjustment

---

Roadmap for a competitive and fossil-free mining and mineral industry (Svemin’s Climate Roadmap) is part of, and funded by, Swedish Mining Innovation, the strategic innovation program for the Swedish mining and metals mining industry, which is a joint venture by Vinnova, Formas and the Swedish Energy Agency."
https://www.svemin.se/en/news/news/mining-industry-30-million-tonnes-co2/

Finally, politicians agree for once - LoL

"Mining industry: We can save the world 30 million tonnes of carbon dioxide emissions​

• 2022-06-23
• 21:28
• News

Martin Ådahl (C), Mattias Jonsson (S) and Jessica Rosencrantz (M) receive Svemin’s updated Climate Roadmap from Svante Axelsson, national coordinator Fossil-free Sweden and Maria Sunér, CEO Svemin.

Sweden is at the beginning of a green industrial revolution. And it’s fast. So fast that the mining industry have now updated our Climate Roadmap.

– With the right political conditions, we can lay the foundation both for the implementation of the Swedish industry’s roadmaps and, through exports, for the whole of Europe’s green transition, says Maria Sunér, CEO Svemin.

Metals and minerals are absolutely necessary to produce the climate technologies needed for the green transformation of society. In Sweden, we can also make it more climate-friendly than in almost any other part of the world. Wind turbines, solar panels, electric cars and batteries, all require metals to a greater degree than in the technologies used today. The green transition is the single most important driving force for increased demand for many metals.

A lot has happened in the Swedish mining and minerals industry since the first climate roadmap was published in 2018. Our member companies have taken further steps to reduce their emissions and prepared roadmaps for strategic sustainability work. In the new Climate Roadmap, which was launched on Tuesday morning, the industry is counting on how great this climate benefit is.

– We estimate that emissions of 6 million tonnes of CO2 per year are avoided today. But the climate benefit can grow far greater: more than 30 million tonnes by 2045, through plans for increased production, more advanced and fossil-free processes, a new generation of mining machines, and further processing, says Sandra Lindström, climate and energy expert at Svemin.

Sweden now has the opportunity to take greater global responsibility for the climate transition by exploiting the potential of the Swedish mining industry. To succeed, action from politics is required, in this updated climate roadmap we have a list of ten clear requirements.

– We address ourselves directly to our governing politicians, only with their support can this become a reality. 30 million tonnes of carbon dioxide are at stake, says Sandra Lindström.

At the launch, she was supported by the politicians present, who all showed some self-criticism.

– We in politics are behind the curve, we really have to stick to keep up with the industry’s enormous progress. We must accelerate when it comes to permit processes, when it comes to the fossil-free electricity supply and also the supply of skills, said Martin Ådahl (C).

Mattias Jonsson (S) agreed and added:
– We should be proud of the mining nation we are, but we from politics must also be there and create conditions, he said.

The unity extended across the entire political scale.
– Politics should not stand in the way. Companies are the new environmental movement, saving the climate can be done at work nowadays, Jessica Rosencrantz (M), summed up.

Svemin’s updated climate roadmap is not only the mining and mineral industry’s roadmap, it also lays the foundation for the other 21 industries within Fossil-Free Sweden to succeed with their respective transition. If our industry, as the first link in the value chain, succeeds with the transition, it will provide better conditions for more subsequent industries to produce climate-smart products from our materials.

– Without sustainably produced metals and minerals – no sustainable transition. The green transition begins in the mine, says Maria Sunér.

Note – The updated Climate Itinerary is only available in Swedish at the moment. A translated version is under development and will be presented shortly.

---

Svemin’s Climate Roadmap 2022 – Political requirements list

1. Create efficient and more predictable permitting processes
2. Secure access to fossil-free electricity and biofuels at a competitive cost
3. Enable hydrogen production and storage
4. Develop a national strategy for capturing and storing carbon dioxide
5. Ensure stability and long-term perspective in national and international climate policy for a competitive transition
6. Support front-runners
7. Create sustainable transport systems for the future
8. Prioritise long-term research funding for sustainable raw materials
9. Invest in recycling and metallurgy
10. Ensure the right skills to enable adjustment

---

Roadmap for a competitive and fossil-free mining and mineral industry (Svemin’s Climate Roadmap) is part of, and funded by, Swedish Mining Innovation, the strategic innovation program for the Swedish mining and metals mining industry, which is a joint venture by Vinnova, Formas and the Swedish Energy Agency."
https://www.svemin.se/en/news/news/mining-industry-30-million-tonnes-co2/

Finally, politicians agree for once - LoL

"Mining industry: We can save the world 30 million tonnes of carbon dioxide emissions​

• 2022-06-23
• 21:28
• News

Martin Ådahl (C), Mattias Jonsson (S) and Jessica Rosencrantz (M) receive Svemin’s updated Climate Roadmap from Svante Axelsson, national coordinator Fossil-free Sweden and Maria Sunér, CEO Svemin.

Sweden is at the beginning of a green industrial revolution. And it’s fast. So fast that the mining industry have now updated our Climate Roadmap.

– With the right political conditions, we can lay the foundation both for the implementation of the Swedish industry’s roadmaps and, through exports, for the whole of Europe’s green transition, says Maria Sunér, CEO Svemin.

Metals and minerals are absolutely necessary to produce the climate technologies needed for the green transformation of society. In Sweden, we can also make it more climate-friendly than in almost any other part of the world. Wind turbines, solar panels, electric cars and batteries, all require metals to a greater degree than in the technologies used today. The green transition is the single most important driving force for increased demand for many metals.

A lot has happened in the Swedish mining and minerals industry since the first climate roadmap was published in 2018. Our member companies have taken further steps to reduce their emissions and prepared roadmaps for strategic sustainability work. In the new Climate Roadmap, which was launched on Tuesday morning, the industry is counting on how great this climate benefit is.

– We estimate that emissions of 6 million tonnes of CO2 per year are avoided today. But the climate benefit can grow far greater: more than 30 million tonnes by 2045, through plans for increased production, more advanced and fossil-free processes, a new generation of mining machines, and further processing, says Sandra Lindström, climate and energy expert at Svemin.

Sweden now has the opportunity to take greater global responsibility for the climate transition by exploiting the potential of the Swedish mining industry. To succeed, action from politics is required, in this updated climate roadmap we have a list of ten clear requirements.

– We address ourselves directly to our governing politicians, only with their support can this become a reality. 30 million tonnes of carbon dioxide are at stake, says Sandra Lindström.

At the launch, she was supported by the politicians present, who all showed some self-criticism.

– We in politics are behind the curve, we really have to stick to keep up with the industry’s enormous progress. We must accelerate when it comes to permit processes, when it comes to the fossil-free electricity supply and also the supply of skills, said Martin Ådahl (C).

Mattias Jonsson (S) agreed and added:
– We should be proud of the mining nation we are, but we from politics must also be there and create conditions, he said.

The unity extended across the entire political scale.
– Politics should not stand in the way. Companies are the new environmental movement, saving the climate can be done at work nowadays, Jessica Rosencrantz (M), summed up.

Svemin’s updated climate roadmap is not only the mining and mineral industry’s roadmap, it also lays the foundation for the other 21 industries within Fossil-Free Sweden to succeed with their respective transition. If our industry, as the first link in the value chain, succeeds with the transition, it will provide better conditions for more subsequent industries to produce climate-smart products from our materials.

– Without sustainably produced metals and minerals – no sustainable transition. The green transition begins in the mine, says Maria Sunér.

Note – The updated Climate Itinerary is only available in Swedish at the moment. A translated version is under development and will be presented shortly.

---

Svemin’s Climate Roadmap 2022 – Political requirements list

1. Create efficient and more predictable permitting processes
2. Secure access to fossil-free electricity and biofuels at a competitive cost
3. Enable hydrogen production and storage
4. Develop a national strategy for capturing and storing carbon dioxide
5. Ensure stability and long-term perspective in national and international climate policy for a competitive transition
6. Support front-runners
7. Create sustainable transport systems for the future
8. Prioritise long-term research funding for sustainable raw materials
9. Invest in recycling and metallurgy
10. Ensure the right skills to enable adjustment

---

Roadmap for a competitive and fossil-free mining and mineral industry (Svemin’s Climate Roadmap) is part of, and funded by, Swedish Mining Innovation, the strategic innovation program for the Swedish mining and metals mining industry, which is a joint venture by Vinnova, Formas and the Swedish Energy Agency."
https://www.svemin.se/en/news/news/mining-industry-30-million-tonnes-co2/

Finally, politicians agree for once - LoL

The momentum is extraordinary when you compare it to maybe 2 years ago

 

[Gero]

 

[cosors]

That fits with what we have seen so far from NV. They talk about applying Anode on the copper foil for cell production, that is what they call 'coating'. Some people misread (in my opinion) this in the past of coating the graphite particles, which is necessary to produce anode material. So far, we have not seen any indication that NV will produce their own Anode. I guess the only option they would have to do it domestically is to make a synthetic plant. Which requires a LOT of energy and needle coke (I think) or petrolium waste material. Which probably would require a mention in some environmental assessment. We dont have hard information yet about a partnership of Talga and NV, but its only a matter of time IMHO.

Only sad that NV is not publically traded. I tried to buy some 2 years ago, together with my first purchase of TLG..

I had read somewhere in the Swedish press that the CEO gave an interview and mentioned that they want to go public but only in a few years. The only thing I can find quickly is this: https://www.nyemissioner.se/foretag/planerad-notering/northvolt_ab/2554

 

[Semmel]

I had read somewhere in the Swedish press that the CEO gave an interview and mentioned that they want to go public but only in a few years. The only thing I can find quickly is this: https://www.nyemissioner.se/foretag/planerad-notering/northvolt_ab/2554

It's too late then to real in the strongest growth period. Will need to find something else then.

 

[cosors]

"A green revolution will not come by itself

GREEN ENVIRONMENT It's not enough to have grand plans for mines and wind farms. To create a green revolution, you also need people on board, writes Björn Elmbrant.

Minister for Enterprise Karl-Petter Thorwaldsson recently declared that he loved mines. He then softened this declaration of love somewhat in Saturday's radio interview. But he did not back away from the basics - that Social Democrats more than most appreciate industrial progress. That's why social democratic hearts are beating faster for the Northvolt battery factory in Skellefteå and H2 Green Steel's construction in Boden. Probably it is because what is happening now is a reminder that the great Swedish industrial successes of the 1950s were accompanied by the dominance of the labour movement in the political arena. Perhaps the love may also be because it seems to be not about living on inflated share values like Klarna and other similar liberal boondoggles, but trying to create "real" value.

But there are several question marks over whether we are facing such a development here. Where will the thousands of new workers live? The prices of residential property in Skellefteå have risen by several hundred percent in recent years. The Social Democrats' failings in housing policy are becoming visible here. Most OECD countries are chasing the same excellence as the green pioneers in northern Sweden. So if recruitment is to be managed, won't wages have to go up and what does that mean for inflation, which is already soaring?

Because the construction process in Skellefteå is supposed to be fast, parts of it have ended up with less serious subcontractors without collective agreements. Something that the old trade unionist Karl-Petter Thorwaldsson should hardly appreciate. But above all, the hunt for minerals - many necessary for building batteries - has created conflicts of interest between the industry's plans and people living in northern Sweden. Most famously, there is a battle between reindeer herders and ideas for a mine at Kallak in Jokkmokk. But attempts to extract graphite in Vittangi in Kiruna municipality have also met with local protests from the Sami. This is despite the fact that the Northvolt battery factory, if fully developed, would need 5% of all the graphite mined in the world. And with a mine in Vittangi, the world market for the coveted metal would no longer be dominated by China.

Where are the people who used to be at the forefront of daring ventures and who burned with eagerness to explain in an educational way that for something to be good for many, sacrifices are needed.

Another key prerequisite for a transition - a large increase in fossil-free electricity, which can be achieved most quickly and cheaply by expanding wind power - has met with popular opposition. There is opposition that must be respected. Above all, when reindeer herders' demands for grazing land clash with mining plans, talks must be held and compromises sought. However, in recent years, many planned wind turbines have been stopped because they are said - sometimes wrongly - to obscure residents' sea views and reduce the value of their property.

But can - to put it mildly - private interests repeatedly take over what are key public interests? A major expansion of wind power would probably bring our high electricity prices down quickly. Don't the naysayers want lower electricity prices? Not In My Backyard is the English term for how naysayers reason That is, good or bad, nothing should change in my little backyard. But is it possible to complain about the depopulation of your home area and the relocation of your children and at the same time say no to thousands of new jobs? It is a discouraging picture of the inertia of the Swedish social debate that too few realise that a green revolution will not come of its own accord.

There is now a debate about whether municipalities should be financially compensated for accepting what opponents describe as dirty mines and humming wind turbines. I guess that's a good thing. But don't we also have to educate? Where are the people who used to be at the forefront of daring ventures and who burned with eagerness to explain in an educational way that for something to be good for many, sacrifices are needed. Today, this party is dominated by people who try to patch up a broken reality via a bungling parliament and have little time left for the main long-term educational task. But if you don't get most people on board, how can there be a real green revolution?"
https://www.dagensarena.se/opinion/en-gron-revolution-kommer-inte-av-sig-sjalv/

Delightful! It's election time... I at least respect his opinion and it shows that a rethink is taking place across the boards. I'll stay out of the political classification. I think it's good that there is now more and more debate about us, that the dimension is gradually becoming clear to many who didn't see it before.

 

[cosors]

"Mining industry: We can save the world 30 million tonnes of carbon dioxide emissions​

• 2022-06-23
• 21:28
• News

Martin Ådahl (C), Mattias Jonsson (S) and Jessica Rosencrantz (M) receive Svemin’s updated Climate Roadmap from Svante Axelsson, national coordinator Fossil-free Sweden and Maria Sunér, CEO Svemin.

Sweden is at the beginning of a green industrial revolution. And it’s fast. So fast that the mining industry have now updated our Climate Roadmap.

– With the right political conditions, we can lay the foundation both for the implementation of the Swedish industry’s roadmaps and, through exports, for the whole of Europe’s green transition, says Maria Sunér, CEO Svemin.

Metals and minerals are absolutely necessary to produce the climate technologies needed for the green transformation of society. In Sweden, we can also make it more climate-friendly than in almost any other part of the world. Wind turbines, solar panels, electric cars and batteries, all require metals to a greater degree than in the technologies used today. The green transition is the single most important driving force for increased demand for many metals.

A lot has happened in the Swedish mining and minerals industry since the first climate roadmap was published in 2018. Our member companies have taken further steps to reduce their emissions and prepared roadmaps for strategic sustainability work. In the new Climate Roadmap, which was launched on Tuesday morning, the industry is counting on how great this climate benefit is.

– We estimate that emissions of 6 million tonnes of CO2 per year are avoided today. But the climate benefit can grow far greater: more than 30 million tonnes by 2045, through plans for increased production, more advanced and fossil-free processes, a new generation of mining machines, and further processing, says Sandra Lindström, climate and energy expert at Svemin.

Sweden now has the opportunity to take greater global responsibility for the climate transition by exploiting the potential of the Swedish mining industry. To succeed, action from politics is required, in this updated climate roadmap we have a list of ten clear requirements.

– We address ourselves directly to our governing politicians, only with their support can this become a reality. 30 million tonnes of carbon dioxide are at stake, says Sandra Lindström.

At the launch, she was supported by the politicians present, who all showed some self-criticism.

– We in politics are behind the curve, we really have to stick to keep up with the industry’s enormous progress. We must accelerate when it comes to permit processes, when it comes to the fossil-free electricity supply and also the supply of skills, said Martin Ådahl (C).

Mattias Jonsson (S) agreed and added:
– We should be proud of the mining nation we are, but we from politics must also be there and create conditions, he said.

The unity extended across the entire political scale.
– Politics should not stand in the way. Companies are the new environmental movement, saving the climate can be done at work nowadays, Jessica Rosencrantz (M), summed up.

Svemin’s updated climate roadmap is not only the mining and mineral industry’s roadmap, it also lays the foundation for the other 21 industries within Fossil-Free Sweden to succeed with their respective transition. If our industry, as the first link in the value chain, succeeds with the transition, it will provide better conditions for more subsequent industries to produce climate-smart products from our materials.

– Without sustainably produced metals and minerals – no sustainable transition. The green transition begins in the mine, says Maria Sunér.

Note – The updated Climate Itinerary is only available in Swedish at the moment. A translated version is under development and will be presented shortly.

---

Svemin’s Climate Roadmap 2022 – Political requirements list

1. Create efficient and more predictable permitting processes
2. Secure access to fossil-free electricity and biofuels at a competitive cost
3. Enable hydrogen production and storage
4. Develop a national strategy for capturing and storing carbon dioxide
5. Ensure stability and long-term perspective in national and international climate policy for a competitive transition
6. Support front-runners
7. Create sustainable transport systems for the future
8. Prioritise long-term research funding for sustainable raw materials
9. Invest in recycling and metallurgy
10. Ensure the right skills to enable adjustment

---

Roadmap for a competitive and fossil-free mining and mineral industry (Svemin’s Climate Roadmap) is part of, and funded by, Swedish Mining Innovation, the strategic innovation program for the Swedish mining and metals mining industry, which is a joint venture by Vinnova, Formas and the Swedish Energy Agency."
https://www.svemin.se/en/news/news/mining-industry-30-million-tonnes-co2/

Finally, politicians agree for once - LoL

added:
"july 5, 2022
The industry organisation Svemin launched the "Mineral Policy Review 2022" the other day, in connection with the seminar "Mining time in Sweden - climate change and mineral policy" in Almedalen in Visby.

In the seminar organised by Svemin, all the parties in the Riksdag were asked how they view their respective mining and mineral policies. The aim of the seminar was to assess what line the parties intend to pursue on these issues during the next parliamentary term.

The results show a wide range of attitudes towards mining issues, but the overall result also showed hope, according to Svemin.

-"There are reasons to believe that Swedish mining policy will undergo a clear improvement during the next parliamentary term. At least if we are to believe what the parties answered in our election survey," says Maria Sunér, CEO of Svemin.

-"The climate change begins in the mines, so it is important that we, who have the conditions for a strong mineral industry here in Sweden, are also given the opportunity by the policy to develop," says Maria Sunér.

-"We will of course review and follow up on the implementation of what is promised in the survey responses. We will also be active in continuing the dialogue on the issues that need to be discussed further."
https://www.metallerochgruvor.se/20220705/8712/svemins-lanserar-mineralpolitisk-granskning-2022

 

[cosors]

"This is how Swedish mines can build the world's most sustainable electric car​

Published by
editors - june 16, 2022
In 2030 , it is estimated that more than 15 times as many electric cars will roll as today in Sweden. This development requires more and more metals than today. And the capacity is in our bedrock, but today we only break a fraction of what is needed for electric cars - it is imported from other countries, which neither benefits the climate nor provides jobs here in Sweden.
With these insights as a starting point, the idea of an electric car produced with raw materials from Sweden was born. The result is the concept car Mine - created by car designer Michael Hallberg and students from Umeå University - a vision that could become a reality with the right conditions for the mining industry. And that, in a nutshell, would save as much as three million tonnes of carbon dioxide.
Sweden's conversion to electric cars is accelerating. According to the site elbilsstatistik.se, the number of electric cars on our roads has increased from just over 77,000 to 133,000 in one year. The forecast for 2030 is that there will then be 1.7 million electric cars rolling on Swedish roads.
It is a massive change that places great demands on society, both in terms of infrastructure but also in terms of access to raw materials. To build an electric car, both more and more metals are required. For example, there is more than twice as much copper in an electric car than in a fossil-powered car, and other metals and minerals are needed than those used in the production of a fossil car. These include graphite, cobalt, nickel and rare earth metals. And of course iron and zinc are also needed.

Maria Sunér, Den Svenska Gruvan and CEO of Svemin.

Mining in Sweden - climate benefit for the whole world
The Swedish mining industry is already today one of the world's most climate-smart and has high goals for becoming completely fossil-free. A calculation from Den Svenska Gruvan shows that the savings in CO2 emissions would be as much as 3 million tonnes if all the new electric cars to be produced by 2030 are made with iron and copper from Swedish mines. This corresponds to the emissions from 1.6 million fossil cars in one year. In addition, if more metals, such as graphite and nickel, and rare earth metals were available from Sweden, the savings would be even greater.
From addiction to independence
Recent developments in the world also put the issue of the availability of metals and minerals in focus even more concretely.
- Sweden and other democratic countries have for a long time left the expansion of the mining industry to developing countries and non-democratic countries. As a result, we are today dependent on countries such as China and Russia, which are far behind us in terms of both climate and social sustainability. To meet the challenges facing the world, we need to develop the mining industry at home, says Maria Sunér - CEO of Svemin, and representative of the Swedish Mine.
Mine - integrated solar cells and specially designed wheels
Back to the concept car Mine. Metals and minerals from Sweden are one thing - what kind of car is it? During the development process, a lot of thought was given to usability, there were ideas for interchangeable chassis to accompany the owner at different stages of life. From single life to family and then maybe comfortable retirement life. But finally they landed in a sporty and spacious sedan, with wheels and body designed to provide as low air resistance as possible while letting cooling air to the powerful electric motors. On the roof, integrated solar cells provide maximum range and enable a flexible battery pack.
Book a test drive
If the vision of Mine is to become a reality, political decisions are needed that enable the development of the Swedish mining industry. The existing laws and regulations place high demands - which is good - but the processes take far too long. Something that in turn slows down the pace of change.
You can already book a test drive HERE ! - with a view to 2035.

Facts: Why should we break metals for electric cars at home?​

• Sweden is a world leader when it comes to sustainable mining industry

A mine affects the environment. It is an intervention in the ground, but Sweden has one of the world's toughest environmental laws and those who are granted permission to mine ore must also have funds locked up for the restoration of the ground when operations cease.
The Swedish mining industry is already considered today to be the most sustainable in the world. Efficient production methods, lower emissions than the industry in comparable countries and a good working environment are the basis for this. And the goals of becoming even more sustainable are high. Mining vehicles are converted to electric power and Swedish companies run several pioneering projects. Among other things, LKAB's investment in fossil-free steel and Boliden's green copper.

• The rare earth metals are found under our feet

Today, there are twelve active mines in Sweden - they together make up 0.4 per mille of the total land area. But the potential to extract both more and more metals from our bedrock is great. For example, graphite, nickel and rare earth metals are needed for a fossil-free society.
Further research and innovation at home not only paves the way for the Swedish transition, it also exports and provides profits globally.

• The metals we have are not enough - despite recycling

When a metal or mineral is extracted from the ground, it can be used again and again for all eternity and in Sweden we are getting better at recycling.
But even if we recycle everything that is already above ground, it is not enough for the adjustment that is required. The availability of metals and minerals sets the pace for electrification - electric cars, the expansion of wind and solar energy and much more need raw materials to be produced.

Compared with a global average, a Swedish production of copper and iron for 1.6 million electric cars would mean a saving of more than 3 million tonnes of carbon dioxide."
https://www.metallerochgruvor.se/index.php/20220617/8655/sa-kan-svenska-gruvor-bygga-varldens-mest-hallbara-elbil

I know, in all my posts today with a political background there is always only talk of the will to do it. But they have to start somewhere. The fact that all parties in the election campaign agree in principle with Svemin at least shows the consensus on the issue.

 

[cosors]

The first of the wave just beginning are happy. By the way, it is not the CEO who is jumping in the photo, but the municipal councilor, who is happy about the new jobs and municipal revenues.) And it shows that there is not only the will to accelerate. I didn't know you could start the groundwork without building permit. Maybe it only refers to the building itself. That would be a good acceleration for us too!

"Boden's municipal councilor Claes Nordmark cheers on the ground where the new steelworks will be built.

The construction ruling means that the company can start the work this summer that is necessary for the schedule for the new steelworks to hold. The work will begin in August.

- 1 July 2022 is from today a historic date for Boden and an important date in Swedish industrial history. Now begins the beginning of a completely new era that we have not seen in over 100 years, when Boden Fortress was built, and which will change our city and our region for future generations, says Claes Nordmark, municipal councilor in Boden.

Now several processes continue. Among other things about the land agreement between Boden municipality and H2 Green Steel. The municipality's detailed plans for both Boden's Industrial Park and the so-called infrastructure corridor will be reviewed."
https://affarerinorr.se/nyheter/2022/juli/h2-green-steel-far-ja-av-domstolen/

Now I would like to see Lulea's municipal councillor bouncing with MP on our property soon. They have been working towards this for a very long time!

_________
But Lulea is already dragging its feet or the starting shot has already been fired:

"The gallery invests 210 million in new local projects​

LULEÅ Fastighetsbolaget Galären is investing a total of SEK 210 million in new local projects. The market in Luleå has never been hotter according to CEO Gunnar Tåhlin.
June 30, 2022 at 6:00 p.m. Updated: June 30, 2022 at 6:12 p.m.
These are constructions of approximately 10,000 square meters of premises around Luleå. The demand for new premises is a consequence of the large investments that are underway in the Luleå region.
- In the last year, we have made a whole range of premises rentals, it comes from the positive wave that is now washing over the region. The market in Luleå has simply never been hotter, says Galären's CEO Gunnar Tåhlin.

The gallery has just completed 900 square meters for Solar Sverige AB in Notviksstan. Now 2,000 square meters of new premises will be built for SKF Sverige AB at Skutviken, where 100 employees will work.

In Notviksstan, 800 square meters of premises are being built for Dekra Industrial and Dekra Automotive, where up to 25 employees will be accommodated, including car inspections. In Notviksstan, Galären will also build a new paddle hall for the Padel Social Club of 1,630 square meters.

According to the plans, Luleå Miljöresurs, Lumire, will move into new premises on Ytterviken, 4,700 square meters with space for 200 employees." https://affarerinorr.se/nyheter/2022/juni/galaren-investerar-210-miljoner-i-nya-lokalprojekt/

______________________
And the industry in the north is now being brought closer into the media spotlight!

"The factory of the future will both deepen and broaden​

It is in the factory of the future that the new northern Sweden is currently being formed. Both literally, in the industries that are now being greenised to cope with sustainable development, but also more figuratively, where our entire region is changing and creating something new, something we are all a part of. It is time to take a greater journalistic approach to development. Norr Media's responsible publisher explains why.​

In the coming years, more than SEK 1,000 billion will be invested in the new industrialization in the north. At least as much will be invested in community development of various kinds. These are not just unimaginably large sums - behind the billions are new areas of conflict, conflicting interests, the need for renewal and the pace that does not always keep pace. Lessons to be learned, opportunities to be explored, decisions to be made. In the production of the future, most of society's bodies are involved, from the municipality and region to politics and academia, business, culture, the voluntary sector and associations. How should everything go together?

As local media, we need to tell more about this. Therefore, Framtidsfabriken is also an editorial investment by Norr Media, its own digital platform where we collect journalism that complements our usual news coverage with more in-depth material. We want to give our readers more knowledge and insights into the complex contexts that development entails. But also create more pride in being a part of what is happening - because it is something unique we are experiencing now that the world's eyes are finally focused on our part of the country. We can stretch a little more.

Of course, this does not mean that everything that happens is good and works painlessly. We will do our journalistic job and review, lift uncomfortable stones and ask the critical questions. Because it is needed. Also.

Under five different themes, Framtidsfabriken will highlight both positively and negatively. We depict the industrial companies and establishments, business leaders, researchers and visionaries, but also the challenges of skills supply, sustainability, infrastructure and the new local community that must be built in a short time to cope with the expected growth. In addition, we want to meet the people affected. What will life really be like here in the new north?

We also offer more perspectives with a breadth of voices and opinions that comment on what is happening. Here we also want opinions from you who read. What are you wondering, what do you want to know more about, what do you disagree with? Feel free to share your thoughts under the theme More perspectives or in the comment fields next to each article.

On the Framtidsfabriken platform, you will also meet our partners - other societal actors, authorities or companies who are behind our investment and who themselves influence the development and pursue issues that they want to reach out with. We want their content to be as relevant as possible for you as a reader and contribute a different kind of value. But it is important to remember that our journalism is not sponsored or adapted to Norr Media's commercial partners. Journalism can never be bought. No partners can be acquitted of reviews or critical issues. Our editorial offices always seem independent and independent, but at company level, Norr Media knows that we need more people who are helped to create success.

We see that the expanded regional perspective is becoming increasingly important as municipal boundaries are blurred, the labor market is broadened and there is a need for more cooperation and exchange across old borders. With the Norrbotnia line within reach, we are connected even more. At the same time, our locations have different conditions, visions, challenges and strategies, from an entire community relocation in Kiruna to an overheated housing market in Skellefteå. What can we learn from and about each other?

Norr Media's editorial offices are located exactly in the area where all this is happening. With 90 journalists on site in Kiruna, Gällivare, Jokkmokk, Pajala, Arvidsjaur, Arjeplog, Luleå, Piteå, Boden, Kalix, Haparanda, Älvsbyn, Skellefteå, Malå and Norsjö, and in collaboration with VK, we can cover most of what happens in Norrbotten and Västerbotten. With Framtidsfabriken, Norran, Piteå-Tidningen, NSD and Kuriren do something together and deliver journalism that takes a larger, collective approach and can tell more about the whole. We hope it will arouse a greater understanding among you as a reader of the development that is taking place. That it is not so simple. Not so black or white, but exciting and important."
https://pt.se/framtidsfabriken I don't know this page yet. I will definitely keep an eye on it. Good thing!

 

[Semmel]

You are on a roll today!! Whoo great to see all these positive sentiments with our swedish friends!!

 

[cosors]

You are on a roll today!! Whoo great to see all these positive sentiments with our swedish friends!!

Grumbling is in the bar