Sunday, 14 September 2014

Powered By Lithium: Formula E 2014. Round 1. Beijing. Race.




  The Lithium Technology is here, now we need to bring the prices down with volume to ignite the mass market for electric cars. It is not the coincidence that the first race starts in Beijing.

China Welcomes Electric Cars: Tesla Motors, China Unicom Plan 400 Charging Stations.

  

  "As I have discussed with you here before, Elon Musk is taking the largest auto-market in the world very seriously. Needless to say that this Supercharger Network will be the base for the mass market for electric cars in China. Now we are waiting for Tesla Model III coming out in 2017 with $35k price tag and 200 miles range. Tesla Gigafactory will make this development possible with better and cheaper lithium batteries. After establishing Tesla Motors brand in the luxury sector with Tesla model S and Tesla model X Elon Musk will move down the value chain into the mass market for electric cars.
  Foxconn plan for the $15k electric cars is the wild card here, it remains to be seen who will be involved in its implementation, but I can tell you my personal observations already now: Electric Cars are here to stay and they are taking over the largest auto-market in the world right now like the wild fire. If you are still looking for the next Apple: Elon Musk, Electric Cars and China could be pointing out to the Next Big Thing. Read More."



China Rolls Out Welcome Mat for Electric Cars: Ganfeng Lithium Partners with International Lithium in Argentina and Ireland.





Friday, 12 September 2014

Rob McEwen: McEwen Mining Live Webcast on Gold, Los Azules Copper, China and Argentina.

  

  Rob McEwen - our partner on Los Azules copper project in Argentina - has made the great presentation at Colorado. He talks about Gold, Silver and the potential value of Los Azules copper based on recent transaction with Lumina Copper buyout. Please carefully read my disclaimer and you can google this live presentation on the web, all TNR Gold information can be found on our website and always contact us to find more!
  Argentina is getting more and more attention now for its assets in mining and resources space. China's Trade Agreement backed by Currency Swap and George Soros make this story going into the headlines.

Argentina to get $1bn in currency swap with China before end of 2014





Acquisitions signal a turning market for miners. Canadian Junior TNR Gold holds back-in right into one of the largest copper deposits in the world.


"Los Azules is a unique, long-life, copper mining opportunity in Argentina," commented Kirill Klip, Non-Executive Chairman of TNR. "Recent acquisitions, which include the Las Bambas copper mining project in Peru acquired by Minmetals Group from China and the Taca Taca copper deposit in Argentina acquired by First Quantum Minerals, confirm there is significant value to be realized for projects in this region. We are pleased that large-scale, capital intensive projects like Los Azules are attracting attention from global mining companies, increasing our ability to monetize our portion of the asset."

Soros Bets Big on Argentina Shale



Please read carefully my legal disclaimer.






BNAmericas:

Streaming deals wiping out mining profits - CEO 

By 

Royalty and streaming agreements are erasing mining sector margins, McEwen Mining CEO Rob McEwen said at a precious metals summit in Colorado.
The agreements, under which miners sell a share of future production for cash up front, have been very expensive for the sector, particularly in the current lower metal price environment, the CEO said.
"You don't get share dilution, you get your money up front, but you can't deliver anything to your shareholders," McEwen told the event. "If you assume your project has more room on the upside, you're giving away your future."
Shares of streaming and royalty companies, including Silver Wheaton and Franco-Nevada, are currently trading at levels about 50% better than mining companies, McEwen said.
Silver Wheaton has streaming agreements in place with Primero Mining's San Dimas gold-silver mine in Mexico,Hudbay Minerals' US$1.55bn Constancia copper project in Peru, Vale's Salobo mine in Brazil and Barrick Gold'sUS$8.5bn Pascua Lama project on the Chile-Argentina border, among others.
In June, US-based Coeur Mining renegotiated a gold royalty agreement with Franco-Nevada regarding its Palmarejo silver-gold mine in Mexico, which Coeur CEO Mitchell Krebs had previously described as an outsized burden on cash flow.
McEwen has the El Gallo 1 gold mine and El Gallo 2 silver project in Mexico, a 49% stake in the San José gold mine in Argentina, and the Los Azules copper deposit in Argentina, along with projects in the US. BNAmericas."



Thursday, 11 September 2014

The One Chart Everybody Must Be Watching Now.



  Yes, it is the almighty US Dollar. Its levitation has brought commodities markets to a hold, but nothing grows up to the sky and the Weekly Chart is very much in the overbought territory. ECB had its chance to run down the Euro, but a lot of people could be disappointed should US Dollar fail to broke through near 85.00 High in July 2013.
  Printing presses are changing countries, but the fact stays the same - all this record levels of liquidity are driving assets prices up with real economic growth slowing on the world-wide scale. The geopolitical game now is to secure the resources for the long term plan of development. As links below are indicating you cannot print Copper, Lithium, Gold or Oil and smart money are already moving fast to secure the best assets.


Acquisitions signal a turning market for miners. Canadian Junior TNR Gold holds back-in right into one of the largest copper deposits in the world.



INFOGRAPHIC: Here Is When The World's Resources Will Run Out.


Chris Martenson: The Perfect Business Case - Exponential Money And Limited Resources Supply.



  "It is very important to have the right information, when we are making our investment decisions. Some people will be right some of the time. That is why it is so important that you have the maximum diversity of information. But very soon you will be overloaded with the flood of opinions, pushed agendas and hired writers. You have to develop your own trusted sources. I have few of my own, which I will share with you here. Chris Martenson is one of them. This video explains why I am personally came into TNR Goldand building International Lithium now. He lays out The Perfect Business Case - Exponential Money And Limited Resources Supply.



  There is not enough Resources for Everyone. We have Peak of Everything. Peak Oil, Peak Gold, Peak Copper. You can not print Oil, Copper, Gold or Silver. The more you print - the more valuable the limited Resources will be. The art is to find them and buy cheaper than you will be able to sell them later after de-risking the projects enough that other buyers would like to buy them. This what we do in TNR Gold and International Lithium. I will provide some links in case you are interested: Read more."

  


  

Wednesday, 10 September 2014

Powered By Lithium: DENZA - Electric Car Made In China For China.


  I would like to introduce today one more player in Electric Cars space in China. J/V between Daimler and BYD has finally produced its first electric cars. Warren Buffet, BYD, Daimler, Electric Cars in China and Lithium - sounds interesting.

China Rolls Out Welcome Mat for Electric Cars: Ganfeng Lithium Partners with International Lithium in Argentina and Ireland.



"According to the World Bank, air pollution costs China as much as $300-billion a year in health problems and productivity losses.
In response, the Chinese central government just announced a slate of pro-electric car policies, including slashing charging station rates by 30%. Navigant Research predicts that global lithium ion battery sales will increase 400% by 2023.
A Canadian company is strategically positioned to benefit from this macro-trend. Read more."





PureGreenCars:


First DENZA Rolls Off Production Lines in China


DENZA, Daimler’s ‘made in China, for China’ electric vehicle, has started rolling off production line at Shenzhen BYD Daimler New Technology Co., Ltd. (BDNT), in Shenzhen.
This milestone is the culmination of cooperative efforts at Daimler’s technology joint venture with its Chinese partner BYD. The company is the first Sino-German joint venture dedicated to an all-electric vehicle in and for China, and targets raising the bar in the domestic electric vehicle market by combining Daimler’s renowned engineering expertise as global forerunner in safety and quality with BYD’s leading battery technology.
The quality of DENZA’s production is secured at a modern production line that follows Daimler’s proven production management system. Attention to quality is thereby extended to the complete supply chain and supported by significant investments into the latest technologies. For instance, through a Coordinate Measuring Machine whose precision is accurate up to 0.1 mm, the physical and geometrical characteristics of single parts and complete vehicles are assured to be compliant with defined requirements. Additionally, special on and off-the job training for staff, for example by Daimler’s local production joint ventures or specific HV processes and specialists, complete DENZA’s ‘quality first’ production philosophy.
As a modern, urban vehicle concept for private and fleet customersDENZA has been designed around its lithium iron phosphate battery which is solidly framed by a lightweight aluminum case with extrusion profiles. Intended to absorb large amounts of energy, it is located at the safest place in the car – underneath the body. With a driving range of up to 300 kilometers, DENZA offers the ease and convenience of emission free mobility for day-to-day use. The charging is equally as convenient: connected to a 22 kW wall-box customers can fully charge the DENZA in less than three hours, alternatively standard household power outlets can be used as well. Thanks to a wheel-base matching the Mercedes-Benz E-Class’ level, DENZA offers generous legroom also in the rear compartment and trunk volume of 460 liters. The ample space for up to 5 adults is paired with an intelligent safety concept: DENZA attained 5 stars at China-NCAP’s crash rating, a first for an electric vehicle.
Distributed by an independent dealer network, BDNT’s first DENZA models will hit the market at the end of September. Starting at RMB 369,000 (about EUR 45,700), DENZA will immediately offer its customers three more convincing arguments: central and local subsidies totaling up to nearly RMB 120,000 (about EUR 14,900) which can be deducted from the vehicle price right away, freelicense plates in cities like Shanghai and Shenzhen, and lastly, a 10% purchase tax exemption. PureGreenCars.

Tesla Is Planning To Build Its Electric Cars In China.


  I am very interested to see whether Tesla Motors will move into production in China alone or with Foxconn. You cannot really operate in China on your own, normally all auto-makers are establishing the J/V with local partner. It is the way for China to get the access to the latest technology in exchange for the access to the biggest auto-market in the world. Elon Musk Open Source concept plays very well in these circumstances. Anyway the technology "giveaway" will happen in time, but fast move can bring your the largest market to conquer.


Will We See Electric Car For $15k? Foxconn to Invest 5 Billion Yuan in Its Shanxi Factories.

  

  "We have very interesting report today from Bloomberg on Foxconn. It is all the same web: electric cars, China, Tesla and Apple. Will we see electric car for $15k produced by Foxconn in China after all? Today we get one step closer to this groundbreaking development for the mass market for electric cars.
  China moves very fast now to fight the air pollution and ignite the next industrial revolution. This collaboration with Tesla will allow it to acquire the latest technology in electric cars space. Lithium batteries and materials are already the very important foundation for this advance being built in China right now. Read more."

Powered By Lithium: Will Foxconn Make The Electric iCar For Apple Priced Under $15,000?


Everything new in this life was started with the simple question: Why Not? Can we start talking that Tesla, Apple and Foxconn Is A Match Made In Heaven To Make Electric Apple iCar Under $15k? Tesla and Apple have met after all discussing SOMETHING before. Whether it was Tesla Gigafactory for potential production of Lithium Polymer Batteries for iPhones and iPads or my beloved Apple iCar my "Chinese tea leaves" are not telling me at the moment, but these three companies have everything in the world to make the mass market for Electric Cars happen overnight: Apple with its Billions of Capital, iconic brand and marketing machine, Tesla Motors with Electric Cars Lithium Technology and Foxconn with its Low Cost Manufacturing Base for mass market production and entry into the world's largest auto-market in China. Read more."


China Rolls Out Welcome Mat for Electric Cars: Ganfeng Lithium Partners with International Lithium in Argentina and Ireland.




Elon Musk With Tesla Gigafactory Starts The Race To Secure Supply Of Lithium Batteries And Lithium.







Monday, 8 September 2014

Elon Musk Delivers Tesla Model S In Japan And Signals That May Work With Toyota Again.




 There is very interesting report from Bloomberg this morning. Toyota is a vivid supporter of the Hydrogen Cars, but for sure would not like to miss on electric cars advance into the mass market stage.

All You Need To Know About Tesla's Nevada Lithium Batteries Gigafactory.


  "The deal of the century or at least its first decade for electric cars is signed by Elon Musk. Gigafactory will open the doors for the mass market for electric cars and $35k Tesla Model III will be the first one rolling out. I will provide links in addition to the report by Damon Lavrinc so that you can get the full picture of this groundbreaking development for our industry. Read more."

China Rolls Out Welcome Mat for Electric Cars: Ganfeng Lithium Partners with International Lithium in Argentina and Ireland.




Elon Musk With Tesla Gigafactory Starts The Race To Secure Supply Of Lithium Batteries And Lithium.




Bloomberg:


Tesla Motors Inc. (TSLA) may partner with Toyota Motor Corp. (7203) again in the future, Chief Executive Officer Elon Musk said.
“If you look out maybe two or three years from now, I would not be surprised if there was a significant deal with Toyota and Tesla,” Musk told reporters today in Tokyo. While Tesla and Toyota have no definitive plans, Musk said he envisioned a larger project than their deal for the RAV4 electric vehicle.
The comments come as the two carmakers wind down sales of the jointly developed RAV4 EV after delivering only about 2,000 units since it went on sale two years ago. Since that project, both companies have taken separate paths, with Toyota now preparing to sell its first fuel-cell vehicle, a technology Musk has ridiculed.
Toyota has no comment on Musk’s remarks, spokesman Ryo Sakai said.
While people with knowledge of the matter have told Bloomberg News that the RAV4 EV project was marred by clashes between engineers, Musk said today that Tesla has “a very good relationship with Toyota.”
After having panned hydrogen-powered cars as “fool cells” in the past, he told reporters today at an event marking the start of Model S deliveries in Japan that there was some value in experimenting with other technologies. Read more on Bloomberg."

Sunday, 7 September 2014

INFOGRAPHIC: Here Is When The World's Resources Will Run Out.

Mining.com

Chris Martenson: The Perfect Business Case - Exponential Money And Limited Resources Supply.



  "It is very important to have the right information, when we are making our investment decisions. Some people will be right some of the time. That is why it is so important that you have the maximum diversity of information. But very soon you will be overloaded with the flood of opinions, pushed agendas and hired writers. You have to develop your own trusted sources. I have few of my own, which I will share with you here. Chris Martenson is one of them. This video explains why I am personally came into TNR Gold and building International Lithium now. He lays out The Perfect Business Case - Exponential Money And Limited Resources Supply.



  There is not enough Resources for Everyone. We have Peak of Everything. Peak Oil, Peak Gold, Peak Copper. You can not print Oil, Copper, Gold or Silver. The more you print - the more valuable the limited Resources will be. The art is to find them and buy cheaper than you will be able to sell them later after de-risking the projects enough that other buyers would like to buy them. This what we do in TNR Gold and International Lithium. I will provide some links in case you are interested: Read more."



Mining.com:

INFOGRAPHIC: Here is when the world's resources will run out

"How many times have we heard humans are "using up" the world's resources, "running out" of oil, "reaching the limits" of the atmosphere's capacity to cope with pollution or "approaching the carrying capacity" of the land's ability to support a greater population? 
Studies there are many, but this infographic, posted in the popular social media site Reddit by CrazyHors3, shows you just how much is left. Mining.com."