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Nickel

A First Look at Lithium Ion Batteries (Electric Vehicles)Electric cars (mobility in general) are part of our future. Demand is growing all over the world and producers now exist in Asia, Europe & North America. It's an emerging market and is yet to mature. This makes it interesting from an investment point of view. But when and how to invest? I'm just going to publish my research here as and when I can be bothered. If anyone wants to contribute with news, ideas, technical info I will be grateful. Lithium Ion Batteries (Li-ion) Provide energy storage, make up one of the key components in e-vehicles, determine to a large degree vehicle range and performance limitations Key ingredients incl: lithium (carbonate or hydroxide) as well as cobalt , nickel , aluminium , manganese and graphite Basically ions (charged particles of lithium) flow from a negative electrode (anode) to a positive electrode (cathode) in a liquid medium (electrolyte). Lithium is used in production of the electrolyte and cathode Current li-ion types incl: lithium-cobalt oxide ( LiCoO ) and lithium-nickel-manganese-cobalt oxide (LiNiMnCoO or NMC ). NMC takes a leading place in the automotive sector. Apart from lithium both cobalt and nickel are highly prized by manufacturers and NME batteries, which are made out of all three, offer good safety levels with promising energy densities. For investors li-ion innovation/production is an important area to keep abreast of. Recently prices of cobalt have gone through the roof, this led manufacturers to look for alternatives such a nickel and manganese. Berkeley researchers claim it is possible to build electrodes without cobalt (cleantechnica.com) which also offer more capacity using manganese for example. So it is important to have a layman's grasp of the technology and ensure knowledge of latest research. It is likely that a variety of different solutions will come online in the next 10 years and the market / physics will decide on the winners. However, many R&D advances have long lead times to reach production. This makes it unlikely that cobalt will disappear completely from the manufacturing process in my opinion in the near future. Market Activity Recently cobalt (Co) has skyrocketed whilst nickel has not increased that much and shows possibility of more growth whilst cobalt looks to be correcting (hard). This is in my view due to Development of cobalt bubble unsupported by fundamentals A shift of fundamentals away from cobalt to other metals such as nickel Does this mean nickel will see continue uptrend at cobalt's expense? The speculative activity in this sector seems to force manufacturers away from the underlying asset / material. Therefore it is imperative to get in early. Again this is an area of very active R&D and fundamentals can change rapidly within limited time, often before uninformed investors can react. Futures Launching Another interesting development is the London Metals Exchange (LME) will be launching car battery metals' futures sometime in 2019/2020: www.cnbc.com This will include cobalt, nickel, manganese, graphite and lithium. As far as I am aware futures are generally released at the top of a bubble (see gold/silver/bitcoin...). See recent Tesla bubble and research that shows just how overvalued shares were: all due to e-vehicle hype. New tech sectors are rampant with hype. Just look at fang stocks: all hideously overvalued with exception of Google. The hype in the e-car market is real and is an area that will continue to grow into the coming decade, but e-vehicles is a real manufacturing sector.
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by RealMcafee
Zinc Vs other metals, Winner-winner still UREducational Metal Futures Insights: ZA1! Zinc futures are up 15% over the past month, however note "Uranium futures" have been notably increasing since May. Silver COMEX:SI1! and Copper COMEX:HG1! futures have just started their uptick with recent volatility in market. CBOE:VIX Gold GC1! is also just starting a small uptick. The summary: Uranium is a low cost energy driver globally with China bringing on new plants, India on the horizon, the US domestic sourcing to some degree, and japan starting to restart their power plants from 2011 Fukashima issue as safety, now 7-years later has been implemented for deemed fail-safe. Uranium has achieved an all-time low from high in 2006-2007, and 2011-2012 to current recovery in April-May of this year. Any company that can benefit in gold, copper, silver along with uranium such as Rio Tinto, great. Low energy nuclear fusion and going to be the next Uranium, so again mining companies with Nickel (no futures contacts and oddity and needs a futures contract added) is another benefit. Suggest you use this Nickel website for ideas. www.miningfeeds.com Ur watchlist: TSX:U , AMEX:UUUU , TSX:URE , NYSE:CCJ , AMEX:DNN , NYSE:RIO , AMEX:UEC Ni watchlist: TSXV:SFR CHXEUR:AALL LSE:ALBA ASX:AUZ ASX:ANW TSX:HBM TSXV:CNX , TSX:RNX , OTC:RNKLF Note: Royal Nickel recently struck a Father's day gold vein and spiked from 0.07 to now 0.71. Lucky me for knowing small nickel stock. Share your favorites in comments below. I know most here are just it's just a deal type, but appreciate hearing from you. LENR Technology: www.ecat-world.com Low CO2 energy. Having recently dealt with 70 something houses and businesses be affected by a natural gas over pressurization am thankful no one has to move outside the zone of a nuclear plant, so keep it real and keep it safe. Rule #1: Don't loose the money, Rule #2: Rule #1. @pokethebear
ZLong
by Pokethebear
HZM - Approaching Buy ZoneFundamentals of HZM seem strong, with the BFS on their flagship asset due in the coming weeks. That being said, a persistent seller has been present over the past several months, resulting in the share price drifting lower. Recent cross of the 50 and 200 MA is usually a bearish sign, and the price has now dropped below the 61.8% fib retrace level. Recent support levels line up roughly with previous resistance levels, so potential around the 3.5-3.6 levels for a bounce over the coming weeks, particularly given the RSI approaching 30. Ultimately I think the BFS will move the share price upwards quite dramatically as the project begins to look like a reality, especially if funding plans are already progressing; in the meantime, worth keeping an eye on for a slightly lower buy price. Nickel is also looking bullish for the coming years, giving the potential for HZMs projects to coincide perfectly with strong prices.
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by CalderCapital
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