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

weiter rot in Sydney -2,45% aktuell

@usuallyYJLee · 18h You heard it here first from Arcane Capital before @TheEconomist ! The #BESS story is going mainstream now. @BainandCompany forecasts the market going from $15bn in 2023 to $200-700bn in 2030 ie up 13-47x. And that's not even accounting for the falling battery prices, i.e. installation volumes could grow even faster than this! The 2023 global BESS total was around 120GWh. 13-47x growth implies 1.5TWh - 5.6TWh. Clearly I believe the lower range is plausible, that's our BASE case forecast; the upper range would consume ALL the #lithium in the world. 1.5TWh of BESS would consume about 1.1 Mt LCE, or almost the entire lithium supply of 2024. #letthatsinkin "The IEA reckons that #solar power combined with #batteries is now competitive with #coal-fired #electricity in India, and is on track to be cheaper than #gas-fired power in America in a few years." -- BESS is disrupting all the traditional power generation sources. Those fossil-fuel generators being built today now will need protection via fixed power tariffs, and if the price environment gets changed, they become obsolete immediately. What The Economist didn't say is that in China, the payback period for commercial BESS is <2 years, and for grid BESS it's <5 years. Without subsidies. There was also news recently about the new city renewal policies to be implemented that involve BESS - that's why battery-maker share prices jumped 10-20% last week. China will also install about 300-500GW of solar per year from 2025 onwards, many of these will come paired with batteries. In short, BESS demand is growing really FAST!

in Sydney aktuell rot -2,67 %

so - in Sydney - 1,22 %

Die Börse handelt die Zukunft. Klar, wenn Zahlen stark überzeugen, gibt's an dem Tag paar Prozent. Aber langfristig versucht der Markt die Zukunft zu antizipieren und die sieht deutlich besser aus als die letzten Jahre.

der ist ja auch nicht von mir der Artikel 😂 - es geht allgemein um die Aussichten die werden wohl positiv gesehen

Trotzdem steigt Pilbara.

heute gibts Cash +5,6% in Sydney

Auf der Bewertung des Aktienmarktes und der politischen Weltlage.

Ist das dein Bauchgefühl oder auf welchem Propheten basiert deine Aussage?

Sydney knapp -1%

Endlich wieder über 1,30€ feine Sache

PLS 8,84% schlusskurs 16:18:58 Uhr $2,340 dayhigh $2,34 daylow $2,21 Vol ASX 61.196.699 EUR/AUDheute 1,3066 € EUR/AUDgestern 1,2005 € week52high $3,41 week52low $1,07...vor 52 wochen 3,41$

Mit 2,34 AUD in Australien höchster Schlusskurs seit mehr als einem halben Jahr!

in Sydney + 7,3 % cool

in Sydney +/- 0%