NEN EXCLUSIVES
Donald Trump just threatened to cut GM's electric vehicle subsidies in their entirety
Copper and nickel are being stockpiled by China, Europe, and others, and no, it’s not because demand is drying up
Investor Alert: "Battery mining" is about to become big business and you don't want to miss the boat
Nemaska Lithium looks to produce lithium carbonate and hydroxide in Quebec by August 2020
New Energy Narrative, the Drudge Report of new energy news, is now offering battery metals miners/explorers, clean energy companies, and EV makers an exceptional advertising opportunity
It's official: The Trump Administration slaps China with $200 billion in new tariffs, to include tariffs on lithium, cobalt, nickel, graphite, manganese, aluminum, vanadium, and copper
New Energy Narrative presents: MAJOR PREDICTIONS for renewable energy, electric vehicles, batteries, and more, courtesy of investor Cory Groshek
A social (media) experiment by New Energy Narrative proves that lithium investors really need to do their own research
Why Elon Musk taking Tesla private could be a boon for lithium, cobalt, and other battery metals related stocks
Evaporation ponds are a waste of time, money, space, and water, and lithium producers would be wise to lose them
An open letter to Elon Musk, by Cory Groshek of New Energy Narrative and Manifestation Machine
3 major trends that battery metals investors must pay attention to in 2018
ELECTRIC VEHICLES & EV CHARGING
Toyota's European CEO says "electrification" is a "requirement for the future," but he isn't referring to fully-electric EVs, but rather the inefficient hybrids his company is obsessed with
Delusional Chief Technology Officer at Saudi Aramco honestly believes that electric vehicles will only have a 10% penetration rate by 2050
Harley-Davidson just increased the range of its electric motorcycle, the LiveWire, from 110 to 140 miles, with deliveries of the vehicle to begin this fall
NIO, widely considered the closest thing China has to Tesla, just gave up on the idea of building its own EVs
Porsche hasn’t produced a single one of its Taycan EVs yet and they’ve already “sold out” of 20,000 of them
Tesla could be in some deep doo-doo after Elon Musk gave material, non-public information regarding Model 3 margins to Deutsche Bank only
Europe should be ashamed of itself, because in 2018 Americans bought more electric vehicles than Europeans did!
Elon Musk says that “volume production” of Tesla’s $35,000 Model 3 will not begin until mid-2019
Tesla owners who just bought their vehicles recently are so pissed at Tesla’s recent price cuts that they’re actually protesting outside of the company’s stores
The long-awaited, $35,000 version of Tesla’s Model 3 is finally available, with a couple very big caveats
German automakers intend to pour over $45 billion into electric vehicle production over the next three years to triple their EV offerings
Volkswagen just admitted that Tesla has a major advantage over most automakers in that it doesn’t have to consider sales (or a lack thereof) of ICE vehicles in its EV plans
MISCELLANEOUS NEWS
Altech Chemicals says demand for high purity alumina (HPA) from the lithium-ion battery sector is increasing every day
Zambia and the Congo may have won the battle to squeeze more money out of foreign miners, but lost the war in the longer term
Hydrogen-powered cars are getting their asses handed to them in every way imaginable by more cost-effective and efficient electric vehicles
The mining industry is developing an increasingly intimate relationship with renewable energy as it attempts to clean up its act
The New Green Deal championed by American socialist Alexandria Ocasio-Cortez could cost upwards of $93 trillion…with a T
Donald Trump’s Environmental Protection Agency just terminated talks with California over emissions and fuel economy regulations
Argonne Nationals Labs, a U.S. Dept of Energy lab outside of Chicago, says it’s developed a lighter, cheaper, and more efficient electric motor for EVs
2018 will go down as the year that truly tested the conviction of battery metals investors worldwide, on the back of plummeting lithium and cobalt prices, despite strong fundamentals
Oxford PV, a leader in the field of perovskite solar cells, has announced a new, certified, world record for its perovskite based solar cell efficiency of 28%
Zambia's largest industry lobby group: More than half of the copper mines in Zambia will probably be unprofitable next year with thousands of jobs on the line due to mining tax increases
BATTERIES & BATTERY MATERIALS
South Korean battery giant LG Chem is considering building a second European lithium-ion battery factory in Hungary, based on increasingly exponential demand for electric vehicles
Chinese battery giant CATL and Chinese EV maker FAW have established a joint venture for developing, producing, and selling lithium-ion batteries, including energy storage systems
South Korea’s SK Innovation is spinning off its information and electric material division so it can respond faster to lithium-ion battery-related demand from the EV sector
Chinese EV and battery giant BYD, backed by Berkshire Hathaway's Charlie Munger, has just broken ground on a new 20GWh battery plant in Chongqing, China
Tesla’s attempt to acquire battery tech firm Maxwell is being challenged via a Class Action lawsuit filed by Maxwell’s shareholders
Wood Mackenzie says, with a straight face, that Europe will produce six times more battery cells for electric vehicles by 2026 than it does now
China’s CATL is planning to greatly expand production capacity at its planned lithium-ion battery plant in Erfurt, Germany as Europe struggles to build its own batteries
America’s PolyPlus and South Korea’s SK Innovation team up to develop glass separator for solid-state lithium-metal batteries
South Korean battery giant, LG Chem, apparently threatened by VW’s European battery factory plans, is allegedly threatening to cut the carmaker off from its battery cell supply
Swedish battery startup Northvolt says it wants to “vertically integrate” its operation by getting into cathode production
BATTERY STORAGE & RECYCLING
Hanwha Q CELLS and Eguana Technologies have agreed to market, sell, and distribute the Eguana Enduro Home storage system throughout the European Union, Switzerland, and Norway
Chinese battery giant CATL and Chinese EV maker FAW have established a joint venture for developing, producing, and selling lithium-ion batteries, including energy storage systems
Germany’s Siemens hops headfirst into the home energy storage industry with the Junelight Smart Battery, its apparent answer to Tesla’s Powerwall
Analyst Richard Youngman believes that Shell’s acquisition of German battery firm Sonnen is a sign that home battery storage is about to take off
Tesla’s Powerwall is by far the most-requested home energy storage on the market, but Tesla can’t capitalize due to a shortage of batteries
Sunrun wants solar-battery microgrids to be part of bankrupt utilities giant PG&E’s plan to prevent future wildfires
Battery recycling leader American Manganese successfully completes Stages 1 & 2 of its pilot plant, aims to soon produce battery-grade lithium, cobalt, nickel, manganese, and aluminum
Australia’s Neometals just commissioned a battery recycling pilot plant in Canada, as it hopes to play catch up with urban miner American Manganese
Utility giants are beginning to understand that battery storage, and not new natural gas plants, are the future of the energy industry
The idea of renting electrolytes, versus paying for entire battery storage systems up front, is starting to catch on
LITHIUM
Chilean state-run miner Codelco says it has given its lithium projects in Chile no priority over its copper projects and couldn’t seem to care less about them
Guy Bourassa, CEO of Nemaska Lithium, sat down for an interview with Investing News Network’s Priscila Barrera at PDAC 2019
MGX Minerals is teaming up with Eureka Resources to extract “petrolithium” from Eureka’s Marcellus and Utica shale operations using MGX’s rapid lithium extraction technology
Talison Lithium has settled its tantalum-related dispute with GAM and GAM will get a new recovery circuit at Greenbushes out of the deal
Sayona Mining’s Authier lithium project in Quebec is being officially subjected to the province’s environmental-protection-oriented BAPE process
Chilean lithium leader SQM says it will withhold 10,000 tons of its lithium carbonate equivalent from the market this year, in a very OPEC’ish, to build a strategic stockpile for itself
The inability or unwillingness of the United States to exploit its own lithium resources has left the nation at the mercy of China and Australia
Lithium Americas says it’s still on track for first lithium carbonate production in 2020, despite recent, heavy rains in Argentina diluting the few brine ponds it has filled
Massive multinational OEMs may have to pick up the slack for the big mining companies and banks that are refusing to invest in lithium right now
Lithium leader Albemarle believes demand for the silvery-white battery metal will easily exceed one million tons per annum by 2025
COBALT
First Cobalt CEO Trent Mell sits down with Proactive Investors at PDAC 2019 to discuss his company’s non-DRC-based cobalt assets in Idaho and Ontario
Bad news for big copper and cobalt miners in the Congo: The DRC's new President plans to enforce the country's new mining code as enacted
KoBold Metals, a California startup backed by the likes of billionaires Bill Gates, Jeff Bezos, and Ray Dalio, intends to use technology to find undiscovered and untapped cobalt reserves on Earth
First Cobalt is continuing to develop its Iron Creek cobalt project in Idaho as it plays catch-up to its neighbor eCobalt’s Idaho Cobalt Project, which is currently on hold
Near-term, Canadian cobalt producer, eCobalt, has put its Idaho Cobalt Project in the United States on temporary hiatus while it waits for cobalt prices to rise
As the DRC’s grip on the world’s cobalt supply tightens, the world casts an increasingly leery eye on the country’s unethical labor practices
eCobalt has been compelled to put its Idaho Cobalt Project on care and maintenance as the company waits for cobalt market conditions to improve
A former three-term Idaho Governor has joined the Board of Directors of First Cobalt
Cobalt looks to end the year with slumping prices as an overall bearish outlook for 2019 and a temporary oversupply of cobalt sulphate in China weighs on investor sentiment
Matt Bohlsen presents: Cobalt explorer and miner news for December 2018
NICKEL
Philippines nickel output is expected to recover in 2019 following years of decline due to production disruptions, boding well for the global outlook for this year
Sumitomo Metal Mining: Higher output of primary metals from global suppliers will cut the 2019 nickel market deficit from 93,000 tons to just 49,000, with nickel demand growing by 3.4%
China Metallurgical Group Corp has started a project in top steelmaking city Tangshan to produce 40,000 tons of nickel-cobalt-manganese (NCM) hydroxides per year, plus 20 tons of scandium
Australian nickel and cobalt player CleanTeQ has received approval for modifications to its plans for its Sunrise project which will aid the environment and make the project more economical
Zambia's Minister of Labour: Canada’s First Quantum Minerals plans to lay off more than 1,000 workers at its Kalumbila copper-nickel mine when the Zambian government hikes taxes next month
Indonesian nickel mining group Silkroad Nickel has entered into a new long-term offtake agreement with PT TBR to supply 15 million tons of nickel ore over a period of 5-8 years
Greece is desperately trying to avert the possible shut-down of Europe’s biggest nickel producer, 55%-state-owned Larco, and looking at ways to ensure its electricity supply
Head of Cuban state monopoly Cubaniquel Cuba: Cuba's final nickel-plus-cobalt tonnage for 2018 is around 50,000 tons thus far, with just over 4,000 tons being cobalt specifically
CEO of African Battery Metals: Cameroon, an African country on the Gulf of Guinea, has great potential to become a player in the battery metals space with its cobalt and nickel deposits
India’s environmental court says it will issue its judgment next week on whether to allow Vedanta Ltd to re-open its copper smelter in Tamil Nadu, currently shut down over pollution concerns
COPPER
Bad news for big copper and cobalt miners in the Congo: The DRC's new President plans to enforce the country's new mining code as enacted
Chile's Chuquicamata underground copper mine is due to start operations in middle of this year, according to state-run mining company Codelco
Rio Tinto is having problems sinking a shaft at its huge Oyu Tolgoi copper project in Mongolia and expects a delay in mining until 2021
Peru will likely grant Southern Copper a construction license for its $1.4 billion Tia Maria project before its environmental permit expires this August
Vedanta says it has lost nearly $200 million since a court order shut down its copper smelter in Tamil Nadu state this past May
Nzuri Copper’s Directors are recommending that the company’s shareholders accept a cash acquisition proposal from China’s Chengtun Mining Group
With copper demand soon to be at an all-time high, why is investor sentiment so unsavory?
Chinese miner MMG can’t ship copper concentrate in Peru due to an indigenous peoples’ blockade of a road at its Las Bambas mine site