Electric future

[Joshuatree]

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.

[Lewylewylewy]

Mining seems like a risky investment with high Rewards but electricity utility companies seem like a steady investment with ok Rewards

[kiora]

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Vimal Vallabh, Morrison & Co’s (MCO) global head of energy, said the pumped hydro scheme is an outdated idea and there are better solutions to solving New Zealand’s dry year problem to ensure energy security as the country pushes towards 100% renewable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."

[xafalcon]

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Vimal Vallabh, Morrison & Co’s (MCO) global head of energy, said the pumped hydro scheme is an outdated idea and there are better solutions to solving New Zealand’s dry year problem to ensure energy security as the country pushes towards 100% renewable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

[LaserEyeKiwi]

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."

He has a giant vested interest in Onslow not going ahead. Can’t take anything he says seriously.

[LaserEyeKiwi]

In NZ plenty of coal is still burned for energy. Look at Fonterra and the milk processing plants in the SI. They are not going to stop doing so any time soon either.

Fonterra has already announced they are converting all these plants to renewable energy.

plus NZ coal is crap for electricity generation - which is why the remaining coal fired power plants import coal form overseas.

[LaserEyeKiwi]

I happen to think wind turbines are a blight on the landscape. Greenies not alright with polluting the atmosphere but visual pollution is just fine. One perfectly good hill outside Palmerston North now nothing but an eyesore. Makara used to be a pleasant escape (loved escaping there for a bit of diving and fishing) - now signs of industrialization speckle the hills all over the place. Disgusting for this "clean green country of ours!

LOLWUT - windmills are glorious.

[Snoopy]

Plus NZ coal is crap for electricity generation - which is why the remaining coal fired power plants import coal form overseas.

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

[kiora]

New Zealander, Josh Whale making a difference in Rwanda
https://www.ampersand.solar/

[xafalcon]

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