PILBARA MINERALS WKN: A0YGCV ISIN: AU000000PLS0 Forum: Aktien Thema: Hauptdiskussion

Milliarden Investitionen zu Batteriewerk in Europa stockt. Europäische Genehmigung fehlt siehe Link

https://www.n-tv.de/21163869

Lol

Und über 200 % für 1€....

Ja läuft mega. Brauchen nur noch 100%. Dann sind wir wieder beim Kurs von vor einem Jahr.

Alle drei großen deutschen Autobauer erlebten heute erhebliche Kursgewinne durch positive Zukunftsnachrichten. Absolutes Zugpferd im Bereich E-Mobilität ist VW. "VW stellt sein gesamtes Werk in Zwickau auf die Produktion von Elektrofahrzeugen um und bereitet sich auf den Start der ID.3-Produktion im Laufe dieses Jahres vor. Das Unternehmen kündigt an, dass die ID.3-Produktion Ende des Jahres beginnen und bis 2021 jährlich 330.000 Elektroautos im Werk hergestellt werden können". https://electrek.co/2019/07/22/vw-zwickau-factory-electric-cars/amp/?__twitter_impression=true

👍🤞😎

Läuft! :)

SVOLT, a Chinese battery maker resulting from a spin-off from Great Wall Motor, said on 9 July that it is planning its first overseas manufacturing base in Europe. General manager Yang Hongxin broke the news at an event in the Chinese city of Baoding, announcing that SVOLT plans to have five production bases worldwide, including locations in the USA and Europe. These plants could eventually give SVOLT a global manufacturing capacity of 100GWh by 2025. The Chinese company is planning to build facilities in an as yet undecided European country, to include a research centre, a plant for battery chemical products, and a cells and modules plant with an initial 20GWh capacity. This operation will have an initial investment of €2Bn (US$2.2Bn) with production starting in 2022. Roskill View After five years of exponential growth in the Chinese EV market, local battery and EV makers are looking to overseas demand to replicate the success of Korean and Japanese battery makers. SVOLT started an ambitious expansion strategy in 2018 with an aim to expand globally. Unlike other, overly ambitious battery projects in China and South East Asia, SVOLT’s parent company, Great Wall Motors, has deep roots in the automotive industry with more than 1M cars sold annually. While Great Wall Motor is pushing hard for EVs, however, it only entered the EV market less than a year ago. In April 2018 Great Wall unveiled its Ora brand at the Beijing auto show targeting young customers in major Chinese cities through one of the worlds’ least expensive EVs. Since January 2019, its ORA brand has sold more than 26,000 EVs. Whether SVOLT European and North American plants will only supply batteries to its parent brand Great Wall Motor remains unclear. It seems likely that SVOLT will follow BYD’s steps by selling its batteries to other automakers. With the 20GWh of SVOLT, Roskill forecasts European battery capacity to reach 145GWh by 2025. Installed battery capacity in Europe is expected to increase from 0% in 2019 to almost 38% by 2025. Roskill’s Lithium-ion Batteries: Outlook to 2028 report and Greenfield Battery Raw Material Projects for the 2020s report were both published in Q2 2019. Click to download the brochure and sample pages or to access further information.

L.ü.g.n.e.r

Sind die Batteriehersteller *** um so günstiger an Lithium zu kommen?

battery plant capacity is due to rise 10x in the next 4 years to ~200 GWh. Global capacity is forecasted to reach 1,200 GWh by 2023. The number of EV models in Europe is said to rise from 60 in 2018 to 214 by 2021 & 330-350 by 2025. Volkswagen AG alone will offer 70 of those. History has shown that actual chemical production falls well short of corporate presentations - the future is likely to repeat the past. What does that mean? It means if we deduct industrial & electronic #lithium demand there's ~480KT LCE of remaining supply in 2023. Ignoring the battery quality debate for now, 480KT, using a 0.8kg/kWh intensity, equates to 600 GWh of capacity. Well short of the "planned" 1,200 GWh. Effective capacity of 70% means ~850 GWh of nameplate capacity is possible by 2023. So the question is, are battery manufacturers/OEMs playing liar's poker? The BMI tracker/BNEF forecasts continue to grow daily against the backdrop of an inevitable #lithium (& possibly other EV materials) shortage. #Lithium prices reflect tight credit & subdued EV demand in China. EU CO2 emission fines are real, supporting EU battery plant construction - if there's 850 GWh of "genuine" battery capacity in 2023 when will this translate into #lithium demand?

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Tja der Markt sagt was anderes und das schon seit fast 2 Jahren.

Die Lieferketten müssen funktionieren zudem sind laut H.C. Die Lithium Vorräte aufgebraucht.

Die aktuelle Nachrichtenlage im Bereich Lithium Shell steigt ins Batteriegeschäft ein und denkt über Ist im Bereich Rohstoffe für Batterien offen für Übernahmen. Altura Shanshan Wäre dann nach KDR und MIN die dritte Übernahme.