TLG Discussion 2022

BlackBeak

Regular
Your first statement is true for blended natural graphite from China which comes from many different mines, which can be quite inconsistent. The trick is to make it stable with synthetic as the synthetic graphite is very consistent. So yes, you are sort of correct. Talgas product acts and is priced similar to synthetic graphite and might be blended with cheaper natural graphite from china. But I can also see it being used in isolation. Its not like "natural" or "synthetic" is a property that makes any sense on its own. Its the overall characteristics that are the deciding point. With Talgas great quality and good consistency, the blending game is not necessary.
I remember thinking our anodes don't need to be blended either, but then LTT came along, which didn't make sense. So seems there is still a use case 🤷‍♂️
 
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beserk

Regular
We are clean says the entry in the German lobby register:
https://www.lobbyregister.bundestag.de/suche/R005930/17954

Good info in clear and concise German. Don't know if MP and MT would like to sport their direct telephone numbers though.

Hopefully they are numbers for a pay wall service. You can pay to have a PR firm to screen any incoming calls with a person with friendly but determined manner showing the many loonies ringing where the exit is.

And of course as a 1st hurdle the answering machine with options 1 to 5 etc etc etc. All to stall the person ringing in.

Indeed there are ways to screen calls....

-beserk
 
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beserk

Regular
Your first statement is true for blended natural graphite from China which comes from many different mines, which can be quite inconsistent. The trick is to make it stable with synthetic as the synthetic graphite is very consistent. So yes, you are sort of correct. Talgas product acts and is priced similar to synthetic graphite and might be blended with cheaper natural graphite from china. But I can also see it being used in isolation. Its not like "natural" or "synthetic" is a property that makes any sense on its own. Its the overall characteristics that are the deciding point. With Talgas great quality and good consistency, the blending game is not necessary.
Yes the unique chemical and physical composition of the graphite AND graphene in the Vittangi mining district makes it wortwhile.

And us Talgarians just went through a three year fight in the courts when the antis tried their best to stall the process to make us loose belief in the mining of this unique resource.

And we have come through our 'stål bad' ie tempering of the steel even steelier...

I say watch out murder of crows...

-beserk
 
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BigDog

Regular
Did anyone catch Mark speaking yesterday at the RIU Sydney Resources Round-Up?

Impressive!

In short, the stars have aligned and once this permit shenanigans is over offtakes and financing will follow very swiftly. Clearly these are both already agreed and waiting for permit approval before making public.

Good times ahead!
 
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brewm0re

Regular
Random question for all the Aussies on here, who may invest/trade using CommSec. If anybody uses this platform, are you having issues seeing balances on Netbank or logging into Commsec? Phone lines are out of hours. Cheers to anybody who can check.
 

Slymeat

Move on, nothing to see.
Random question for all the Aussies on here, who may invest/trade using CommSec. If anybody uses this platform, are you having issues seeing balances on Netbank or logging into Commsec? Phone lines are out of hours. Cheers to anybody who can check.
Commsec seems to be down-can’t login. NetBank is up, but has a message stating some balances can’t be loaded.
 
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brewm0re

Regular
Commsec seems to be down-can’t login. NetBank is up, but has a message stating some balances can’t be loaded.
Legend Slymeat! That's the same. Thought my worst fears of being hacked! Cheers mate
 
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brewm0re

Regular
Legend Slymeat! That's the same. Thought my worst fears of being hacked! Cheers mate
fyi: Netbank showing the balances now mate. Commsec now also able to login. Cheers again Slymeat
 
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ACinEur

Regular
Hi All, this came through my Twitter feed…I haven’t had a chance to verify so very much DYOR….
 

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Hi All, this came through my Twitter feed…I haven’t had a chance to verify so very much DYOR….
I have seen this before calculated at a past date. Is it from Benchmark or Fastmarkets ?
 
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ACinEur

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cosors

👀
Hi Cosors, I’m no mining expert but yes, vertical or near vertical ore bodies can be mined using underground techniques.

The below snippet is from the Niska scoping study. Niska S, Niska N will be mined using longitudinal stoping, and Nunasvaara N will be mined using traverse stoping.

Nunasvaara E would probably use underhand or shrinkage stoping.

https://en.m.wikipedia.org/wiki/Stoping


View attachment 33136

In terms of the crusher plant slab over future NE mine location, nothing is impossible but it would make mining NE needlessly more complex. Pretty certain they will just modify the building permit once granted. For a minor reconfiguration of the buildings within the site area this should be pretty straightforward. It’s very common for any big project of this nature to have multiple modifications submitted post approval (incl during construction), as plans change, designs are finalised and unforeseen site conditions are encountered.
Here we have a more detailed drawing of what the underground mining could look like.
um.png
 
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OK so the heavily polluting industrial park at Lulea is about to expand ..................LOL.......no mention of permits

And how does a fertiliser manufacturer get the green light on permits but we are apparently too polluting ?



"Now work starts on the Hertsö field

May 30, 2023

The expansion of the Luleå Industrial Park at Hertsöfältet is now starting. In July, the ground work will start and work on the first industrial establishments can already start this autumn. "Talga and probably also Duroc intend to start up," says Robert Eriksson, project manager for Luleå Industripark.



Robert%20A%CC%88lgtorn.jpg




Robert Eriksson, project manager at Luleå Industripark, visits a lonely hunting tower that will soon be a thing of the past on the Hertsö field. New industries will be built here.

The Hertsö field between Lövskärsvägen and Svartön has been mined in parts and in part of the area Luleå Energi is already preparing for a new plant, a power station to receive the planned power lines and then distribute electricity to the establishments. But soon, more machines will start earthworks on the industrial plots where the forest has now been felled, because now the current environmental verdict for the earthworks has gained legal force.

- We hope to be able to start the work in July with earthworks. Now there are already roads to start from, so we don't need to start building roads. We uncover the ground, then stumps and stones are simply shoveled away. Then we lay the foundation with soil and gravel to create an establishment area to be able to set up barracks that can function as workplaces, says Robert Eriksson, project manager for Luleå Industripark.

In the current part of Luleå Industrial Park, Hertsöfältet, new industries are planned, such as Talga, which will manufacture battery components, anodes, where natural graphite from Vittangi will be used, and Fertiberia, which will manufacture climate-smart fertilizer. But industries also moved from Svartön, such as Lindab and Duroc, which are building new on the Hertsö field.

- Now we are entering a phase where all preparatory work with land instructions and plans turns into actual construction. Of course, it feels good when concrete construction begins, says Robert Eriksson.

Emma Sailamaa, project manager for infrastructure, keeps an eye on the next stages:
- In the autumn, we will start building a pumping station. After that, we build additional infrastructure around the industries, she says.

In addition to the constructions at Luleå Industripark, a footpath and cycle path are also being built along Hertsövägen.
- That construction will start late in the autumn, during the fourth quarter and hopefully we will be ready by the summer of 2024, says Emma Sailamaa.

How will all this construction affect the public?
- It will mean that the construction traffic will start along Hertsövägen and of course it will be noticeable to some extent, but in the same order of magnitude as when we clear snow. Most likely, Gräsörenvägen will be closed to the public so that there will only be construction traffic on it, notes Sailamaa."
 
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Pharvest

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Pharvest

Regular
Sure can
Here we have a more detailed drawing of what the underground mining could look like.
View attachment 37517
Sure can be done! Decline, cross passage, ore drives.. rinse and repeat down and down and down! Then long hole drilling level to level, charge it up, blow it all up.. you’ve got yourself the start of and underground stope full of paydirt.. you beauty!!!
 
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Monkeymandan

Regular
Sure can

Sure can be done! Decline, cross passage, ore drives.. rinse and repeat down and down and down! Then long hole drilling level to level, charge it up, blow it all up.. you’ve got yourself the start of and underground stope full of paydirt.. you beauty!!!
I have to say the highlight of the webinar for me was seeing how enthused MT was when talking about the expansion strategy they’ve been working on. Second time in a couple of weeks he’s made reference to it.

Niska is going to get well and truly supersized!
 
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cosors

👀
That is interesting:

"Atlant Green Tech Metals decreased 0.6 percent in May – Epiroc has received an order from Boliden​

Published5 June at 9.16
The fund Atlant Green Tech Metals decreased 0.6 percent in May. Since the turn of the year, the fund has decreased by 2.1 percent. This is evident from a monthly report from the fund's manager Mattias Gromark.

Initially, the manager writes that the market had a negative month. The Stockholm Stock Exchange fell 2.1 percent in May and has increased 4.3 percent this year.
“As you know, Green Tech Metals invests in sustainable companies in the material supply industry for sustainable energy and electrification. We are convinced that the requirements for sustainable supply chains, at all stages, will only increase in the coming years, especially to Europe and North America", writes Gromark.
Furthermore, the administrator highlights the Chinese company Putailai, which has been in bad weather recently as the company is to build a factory for Northvolt in Torsboda outside Timrå. According to information, Putailai has deliberately concealed the fact that it has a subsidiary in a region of China where a genocide is taking place, which is why, among other things, the United States has banned all trade in Chinese goods from the region.

The manager instead highlights
a number of companies in the portfolio that produce the same type of battery material, but which are instead based on natural graphite, which creates much less carbon dioxide emissions. These companies are Nextsource Materials, Northern Graphite, Noveau Monde Graphite and Talga.

The main contributions to the fund came during the month from the holdings in AMG Critical Materials, Standard Lithium and FLSmidth.
In the negative balance were Electra Battery Materials, IBU-TEC Advanced Materials and Taseko instead.
During the month, the fund reduced its holdings in Eramet and Lundin Mining and increased in Epiroc and Elkem. At the end of May, Epiroc received an order for 130 million kroner from Boliden, which the fund also owns, for mining equipment.
"Boliden has set very high targets to reduce emissions from its operations. By 2030, scope 1 (direct emissions) and 2 (indirect emissions) must be reduced by 40 percent. Scope 3 (indirect emissions from the value chain) must be reduced by 30 percent by 2030.”
The largest holdings in the fund's portfolio at the end of the month were Cameco, Lithium Americas and FLSmidth & Co with portfolio weights of 9.9, 8.0 and 3.7 percent respectively."
Atlant Green Tech Metals, %maj, 2023
Fund MM, change in percentage-0.6
Fund this year, change in percentage-2.1
https://www.realtid.se/telegram/atl...-i-maj-epiroc-har-fatt-en-order-fran-boliden/
direct souce: https://www.atlantfonder.se/?do=template.fil&id=27519&csrf=9dd9d91be8fecefe1157ed4cb63d37ec

It's probably not going to be that easy for them after all. It's good that someone is taking a closer look. What is NV doing now?

______
They are a shareholder.
It is not that insane with AU$561,333, but...!

Atlant Green Tech Metals​

fond.png

https://www.atlantfonder.se/?page=forvaltarkommentar&id=2147 and there follow the link...
The statement above comes 1:1 from the fund description.


Atlant Fonder also retweeted the investor webinar from us. https://twitter.com/mgromark?lang=de
 
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Semmel

Top 20
Ohh interesting.. I'll add another nugget.. posted by nutteee over in the garbage dump.. The original article is behind a paywall if you google for it, so I will copy the text over.

VW Seeks New Battery Sources​

Carmaker hunts for ways to depend less on China for EV components, supplies

The Wall Street Journal - 5 Jun 2023 - B Y WILLIAM BOSTON

BERLIN—Volkswagen is searching the world, from Canada to Indonesia, for supplies to make the batteries in electric vehicles it sells in the U.S. and Europe less dependent on Chinese components, a senior VW executive said.
PowerCo, a subsidiary VW created last year, is leading the company’s search for natural resources and other critical battery ingredients. Ultimately, VW wants to secure its own supplies for battery plants outside China and not have to rely on Chinese suppliers for battery materials, most of whom are in China, VW board member and technology chief Thomas Schmall said.
“Today we are 100% dependent on China,” Schmall said, adding that VW’s goal was to reduce the share of Chinese components in the batteries it makes to 50% globally on average—meaning less or no reliance on Chinese supplies for battery plants in Europe and North America.
Other Western automakers also are trying to build batteries independent of China.
For carmakers, the need to rely less on China is particularly pressing because the battery accounts for a large portion of the value of an EV. By making their own batteries with components they source themselves, European and U.S. carmakers can capture a bigger share of the profits for every EV they sell.
Over the past decade, China has secured key sources of lithium, cobalt and nickel and built a homegrown industry for processing and refining them. China dominates global production of refined battery materials used in EV batteries, according to industry estimates.
That ultimately gave Chinese battery manufacturers control over more than half of the global market for EV batteries, according to analyst estimates.
The U.S. and the European Union are pouring tens of billions of dollars into catching up with China and breaking its dominance on core resources that are needed for everything from high-tech weapons to smartphones and electric cars.
VW makes 39% of sales in China but is under mounting competitive pressure there from local carmakers. It is trying to boost its market share in the U.S. and shorten its supply chains to become more resilient as geopolitical tensions rise.
VW will still use supplies from China to build batteries for cars sold there. The company holds a 26% stake in Gotion High-Tech, one of China’s largest battery cell makers. VW also will rely on Chinese knowhow in its drive for independence: In Germany, PowerCo is teaming with Gotion to build its first battery plant.
Schmall and PowerCo chief Frank Blome have traveled the world to secure resources. They have met government officials and mining operators from Canada, South America, Indonesia and Australia. There are large deposits of lithium in South America, where Chile in April said it would nationalize the country’s lithium industry to maintain control of the resource. Mexico also has taken steps to nationalize lithium deposits.

Good job VW.. *slow clap*
 
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cosors

👀
MT gave me the idea to research in French (Twitter; link to French article behind a PW). The first find was a graphite project in Madagascar, directly compared to Talga, which is on the other side of the world. Compare in the article the problems of our environmental peoples and Sami with those of the indigenous people, but see for yourself.


By the way, our environmentalists are on site in Nunasvaara from today until 11 June to start an endangered species collection. Whether this will have an impact, I can't say.

"Madagascar: What happens to the villagers when a graphite miner knocks on their door?​

11. Mai 2023

...
...
Some villagers also claim that the company's employees used water from their village's wells and the stream running through the village during their exploration work.

In addition, Evion would have dug several boreholes around the village. Tahovelo pointed out that the machines used by Evion are used to dig wells that are much deeper than those of the villagers. They enable the company to have water when the villagers' own wells run dry. Moreover, the latter cannot use them because Evion blocks access to them. However, Tom Revy rejected this claim.
1686040619933.png

Komanga, 28, collects standing water on a dirt road leading to Maniry.

...

As calls for decarbonisation of the global economy grow louder, some renewable energy advocates say the clean-up must extend to mining, which will support the transition.

Talga Group , which operates mining deposits in northern Sweden, announces that it will produce one of the world's most environmentally friendly graphite battery anodes. Talga has completed and submitted a definitive feasibility study for its Vittangi graphite project three years ahead of the planned production date of 2024. The mine will rely on hydropower to meet its energy needs. The Australian company Talga, after consultation with community groups, also plans to suspend mining operations for part of the year to allow reindeer migration and respect the rights of indigenous Sami reindeer herders.

While it is difficult to predict how well this deal will work out in the future, on paper it stands in stark contrast to Evion's plans. The Maniry project's biggest operating cost comes from an unlikely source: diesel. None of the villages on the proposed mine site have access to the electricity grid. Diesel, derived from crude oil, is used to power most mining operations. Projects to integrate solar energy are still under consideration.

Talga will also process graphite concentrate and produce battery anodes in the country. Like other African countries, Madagascar has to ship its graphite concentrate for processing, which deprives it of the economic gains associated with value addition. But Evion has secured agreements to supply factories in India and the United States, positioning itself as a key supplier to battery manufacturers in Europe.

The company is optimistic about its own profitability, given rising demand for electric vehicles and efforts by the US and Europe to secure non-Chinese sources of graphite supply.

Evion expects to sell graphite concentrate for an average of US$1,448 per tonne, which will generate US$1.64 billion in revenue over the life of the mine. The company expects the Maniry project to generate an after-tax return of 29%.

..."
https://fr.mongabay.com/2023/05/mad...itant-de-graphite-vient-frapper-a-leur-porte/


____________

„Sweden is a very strategic mining champion​

As the European colossus of base metals, Sweden wants to play a leading role in ecological change.
...
"The biggest challenge is to design a mine with a lower impact on the community and reindeer husbandry," testifies Talga's director in Europe, Martin Phillips. The Australian junior has been developing the Vittangi mine for a decade. When it opens in 2025, it will be the largest graphite site in Europe. A material that is "essential for batteries and that is hardly produced in Europe", explains the manager, who states that the mine is only exploited in summer when there are no reindeer. A discussion strategy This enabled the company to obtain the operating permit in April."
https://www.usinenouvelle.com/article/la-suede-un-champion-minier-tres-strategique.N2124761
 
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cosors

👀
Found in France but followed to the source

"​

Porsche Sees EVs With Over 1,300 Kilometers Of Range In The Near Future​

Porsche is also working on advanced solid-state batteries with up to 50% greater energy density
May 15, 2023

 Porsche Sees EVs With Over 807 Miles Of Range In The Near Future

Porsche expects to be able to produce electric vehicles with a range exceeding 807 miles (1,300 km) in the medium term and this won’t involve EVs with solid-state batteries, a technology that the carmaker is developing.
The German carmaker believes that optimizing the anode of an EV is one way to optimize it. Porsche currently uses graphite as an active anode material but is developing silicon anodes. It says silicon anodes offer up to 10 times more storage capacity and cells with fast-charging capability could be charged from 5 to 80% in less than 15 minutes with these anodes.
There is one issue with silicon anodes, however. Porsche notes that silicon particles expand by 300% when they absorb lithium, meaning that the service life of the battery would be impaired. Porsche is currently working on anodes made up of up to 80% silicon. Additionally, it is also undertaking intensive work in increasing the proportion of nickel in the cathode, allowing for higher charging capacities.
;) 👉 Read: Maserati Rejects Solid State Batteries For Its Cars Due To Performance Concerns
 Porsche Sees EVs With Over 807 Miles Of Range In The Near Future
“In the medium term, we can expect the combination of new anode chemistry and dense packaging of the cells to allow a vehicle range of 1,300 km (807 miles),” director of the Helmholtz Institute Ulm and Head of the Energy Storage Systems research unit at the Karlsruhe Institute of Technology, Professor Maximilian Fichtner said.
“I think that we will see 30 to 50 percent increases in range in premium vehicles in the future,” added the commercial and technical director of MEET Battery Research Center at the University of Munster, Dr. Falko Schappacher.

Like many other car manufacturers, Porsche is also investing heavily in solid-state battery technology. Its researchers believe such batteries will have 50% greater energy density and offer significantly faster charging times.
Faster charging times will necessitate the development of more powerful charging stations. Charging sockets will also need active cooling so that charging capacities exceeding 500 kW can be conducted reliably."
https://www.carscoops.com/2023/05/porsche-sees-evs-with-over-807-miles-of-range-in-the-near-future/
 

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