Personally I'm a fan of the Danish model. Especially the ownership structures.
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Played a couple of rounds of Golf at Makara about 35 years ago loved the place! Off track a bit from NZ but maybe of int.
Ive held ORE Orocobre (ASX) for years(has its own thread). First brine operation in about 15 years; in Olaroz Argentina. Has had many problems but is nearly at full production but not at nameplate yet ; producing about 12,000 tonnes lithium this year. Getting re US$10,000 to $14,000 tonne atm. Last i looked cost was re c$3500 tonne but think its higher now. latest problem is the weather! S/P down again atm due to a 30 year severe winter slowing evaporation and delivery of soda ash (essential in the production process). The local Jujuy govt have holding in the project.
https://reneweconomy.com.au/china-co...-system-77919/
Electrochemical storage system
"Regardless, the project is impressive. The Luneng Haixi Multi-mixed Energy Demonstration Project is made up of 200 MW of solar PV, 50 MW of concentrated solar PV (CPV), 400 MW of wind energy, and a 100 MWh energy storage system, all connected to one another and unified and connected to the grid."
Assuming EVs don't get quashed by lobbyists or some other force, i wonder where most of the money is to be made: mining battery minerals, or filling them up.
Mining battery metals are a good starter imo. Lithium, Copper, cobalt, Nickel, lead. I have a few company's covering some of these. I havnt been savvy enough to find other ideas in other sectors of the EV production line yet. Would enjoy any input from anyone.
LTHM US LIVENT has been reccoed by my normally conservative brokers, a pure play lithium producer with an impressive(if accurate) target price. My lithium play has been for many years and currently under the pump; is ORE Orocobre, Toyota own a chunk of this lowest cost Lithium producer from brines in Argentina fwiw.
Mining seems like a risky investment with high Rewards but electricity utility companies seem like a steady investment with ok Rewards
Surely he would know?
https://businessdesk.co.nz/article/e...-a-digital-age
Onslow project: an 'analogue solution in a digital age'
The Lake Onslow pumped hydro project is an ‘analogue solution in a digital age’ and the government even just talking about it as a possibility is chilling investment, a global energy investment manager says.
Vimal Vallabh, Morrison & Co’s (MCO) global head of energy, said the pumped hydro scheme is an outdated idea and there are better solutions to solving New Zealand’s dry year problem to ensure energy security as the country pushes towards 100% renewable electricity generation."
There may be better solutions, but nothing comes close to the economics of Lake Onslow. 5TWh of storage, 5000GWh, 5000000MWh. Switzerland has just started operating a 20GWh pumped hydro plant, which is hailed as a great success. Much more difficult (expensive) construction than Lake Onslow
Be careful what you read. Check who is sponsoring a research project. Lake Onslow will upend the NZ electricity market in 10 years time, so long as it is operated by the government as a public-good utility rather than a cash cow
That coal we mine on the West Coast and send overseas for steel making. That could equally well be burned at Huntly for electricity production. But that coal does not contain the impurities found in alternative coal deposits, that would make those alternative coal deposits unsuitable for steel making. There are other lower quality coal deposits in NZ that we could access for power generation at Huntly. But at this stage in the global warming cycle, I think it would be politically unacceptable to open up a new coal mine to do that! So to summarize , we could burn West Coast coal at Huntly perfectly well. It is just that it would be a waste of good steel making coal to do so.
SNOOPY
New Zealander, Josh Whale making a difference in Rwanda
https://www.ampersand.solar/
The world is on the cusp of the electricity revolution. The gas supply issue in the EU, together with fires and droughts in EU and USA will bring about a massive investment in renewable generation. This will potentially retard some development in NZ as renewable generation equipment manufacturers prioritise supply to their own markets. Wind turbines in particular because EU is a major supplier. These are the companies I would be investing in
Also worth considering are copper and aluminium, which are both used for electrical conductors. A lot more grid capacity will need to be built to support electrification