The Energy Thread

[Flystripper]

This is good because right now China controls too much of the lithium industry.

Agreed. Also as part of my work have been valuing the tech for these guys and it appears very promising...recycling just might be another option and these guys are close to commercialization of an eco friendly way of doing it.

https://ir.aquametals.com/press-rele...refining-pilot

[Moliere]

This is exciting. Exxon is building a plant to extract brine water from underground formations in Arkansas and neighboring states to mine lithium.

https://www.wsj.com/articles/this-ar...-boom-54ad7306





This is good because right now China controls too much of the lithium industry.

Very exciting. I Hope they can commercialize it.

[Jeff Lebowski]

This is exciting. Exxon is building a plant to extract brine water from underground formations in Arkansas and neighboring states to mine lithium.

https://www.wsj.com/articles/this-ar...-boom-54ad7306

Exxon Mobil, a new player in the hunt for U.S. lithium, is planning to build one of the world’s largest lithium processing facilities not far from Magnolia, with a capacity to produce 75,000 to 100,000 metric tons of lithium a year, according to people familiar with the matter.

At that scale, it would equate to about 15% of all finished lithium produced globally last year, according to one analyst.

The Wall Street Journal reported in May that Exxon purchased 120,000 gross acres in the area for a price tag of more than $100 million. A consultant for the seller had estimated the prospect could have the equivalent of 4 million tons of lithium carbonate equivalent, enough to power 50 million EVs.

This is good because right now China controls too much of the lithium industry.

[Bo Diddley]

You forgot to type "Love" before your last word...

That reminds me how sometimes when I'm talking to one of my buddies on the phone, I'll close with, "Love you too..." for the benefit of the missus.

[Clark Addison]

Yeah. And operating at a loss of $7B. Seems unsustainable. You

You forgot to type "Love" before your last word...

[Green Monstah]

Tons of Rivians on the mean streets of Provo.

Yeah. And operating at a loss of $7B. Seems unsustainable. You

[Jeff Lebowski]

If you like Rivians, you may want to buy it while you still can. I doubt they'll be around in a couple of years.

Tons of Rivians on the mean streets of Provo.

[Moliere]

If you like Rivians, you may want to buy it while you still can. I doubt they'll be around in a couple of years.

I’ve only seen a couple of them in Houston but their Amazon delivery trucks are everywhere by my house.

[Northwestcoug]

If you like Rivians, you may want to buy it while you still can. I doubt they'll be around in a couple of years.

Not the way they are proliferating in town. I see a ton of them.

Probably won't get one anyways. Mrs. NWC will likely never get over her short stature complex and will always want a big truck. Not enough room in the garage for 2 trucks

[Green Monstah]

Well maybe I'll hold off on the Rivian for a couple of more years then.

If you like Rivians, you may want to buy it while you still can. I doubt they'll be around in a couple of years.

[Northwestcoug]

Well maybe I'll hold off on the Rivian for a couple of more years then.

[Copelius]

I might consider getting an EV if they can pull it off

If I got one, would I have to drive like other Toyota drivers.

[Jeff Lebowski]

I might consider getting an EV if they can pull it off

It is tough to overstate what a game-changer that would be. There would be no reason to own an ICE car after that.

This would also be a game-changer for my son's electric taxi (EVTOL) company. They would have greater range and/or higher payload. And as luck would have it, Toyota is their biggest investor.

Hopefully, this isn't yet another breakthrough announcement that doesn't pan out.

[Moliere]

Toyota claims to have made a giant breakthrough in battery design. A solid state lithium battery that will go 1200KM (750 mi) and charge in 10 minutes. Says they will begin delivering in 2027.

https://www.ft.com/content/87cb8e92-...3-2943f8f63e1d

I might consider getting an EV if they can pull it off

[Jeff Lebowski]

That sounds pretty incredible. I wonder if there's enough lithium to scale it.

Time to start mining those deep-sea nodules.

https://www.nytimes.com/interactive/...g-nodules.html