At ML må gjenåpne tidligere enn planlagt er ingen tvil om.
https://finansavisen.no/nyheter/industri/2021/05/25/7678338/prishopp-skaper-solproblemer
https://finansavisen.no/nyheter/industri/2021/05/25/7678338/prishopp-skaper-solproblemer
Redigert 25.05.2021 kl 18:09
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Og når en ser Rec kursen helt nede i det nivået er helt uforståelig! Det må virkelig en sterk makt bak for å holde denne kursen så langt nede i så lenge.
Ja, for omsatte aksjer er jo helt spinnvilt om dagen. Det pøses ut for å holde den nede.
IKM-ANSATT
25.05.2021 kl 18:44
28459
E ikkje akkurat bare rec så blir hold nede😅 mafia oslobørs enkelt å greit jalla😤💸 eg bare laste opp heile veien så får me bare sjå😅📈💶 langsiktig er ingen problem rec komme den👍
Holo
25.05.2021 kl 22:25
28120
Operatør for gassanlegg - knyttet til utvidelse i Butte?
https://www.ziprecruiter.com/c/REC-Silicon-ASA/Job/Silane-Operator/-in-Butte,MT?jid=30e701afdd292596
https://www.ziprecruiter.com/c/REC-Silicon-ASA/Job/Silane-Operator/-in-Butte,MT?jid=30e701afdd292596
Holo
25.05.2021 kl 22:33
28038
Den ligger forresten her også sammen med to andre stillinger. Ingenting i ML enda.
https://phf.tbe.taleo.net/phf04/ats/careers/v2/searchResults?org=RECGROUP&cws=38
https://phf.tbe.taleo.net/phf04/ats/careers/v2/searchResults?org=RECGROUP&cws=38
manman01
26.05.2021 kl 07:13
27453
Business Highlights: Infrastructure wait, solar ambitions
https://apnews.com/article/business-1133df7c6f2a31214d2549fad6cb0118
MAY 24, 2021
https://apnews.com/article/business-1133df7c6f2a31214d2549fad6cb0118
MAY 24, 2021
Holo
26.05.2021 kl 14:21
26900
25 mai:
"SK Innovation’s battery facility in Georgia is the only Korean company’s business site that was visited by President Moon during his trip to the U.S. this time. As the U.S. government is pressing for stable supply chains in high-tech industries including EV batteries and President Biden sets to focus on green energy, while South Korea is also promoting its own version of “Green New Deal”, the importance of SK Innovation’s large scale battery plants in the U.S. are undeniable."
https://batteriesnews.com/south-korean-president-moon-sk-innovation-ev-battery-plant-georgia-usa/
"SK Innovation’s battery facility in Georgia is the only Korean company’s business site that was visited by President Moon during his trip to the U.S. this time. As the U.S. government is pressing for stable supply chains in high-tech industries including EV batteries and President Biden sets to focus on green energy, while South Korea is also promoting its own version of “Green New Deal”, the importance of SK Innovation’s large scale battery plants in the U.S. are undeniable."
https://batteriesnews.com/south-korean-president-moon-sk-innovation-ev-battery-plant-georgia-usa/
dette er det vi har sagt . når avtalen med G14 blir kunngjort ser vi 100% . i tillegg når definitt åpning av ML kunngjøres ... ja da ....
tipper de i tillegg jobber med å utvide kapasiteten som det ser ut nå kan de trenge mer produksjon. i tillegg til det som Butte og ML evt kan produsere ...
I tillegg bør ML være i drift før 2023 , tipper de jobber på spreng.
I tillegg bør ML være i drift før 2023 , tipper de jobber på spreng.
Stonks_
26.05.2021 kl 14:57
27110
Ikke bare det, men OneD snakket nettopp om rec sinn silan kapasitet i butte
Avtalen kommer før g14 setter spaden i jorda i ML. En avtale om levering vil automatisk si åpning av ML. I avtalen kommer det nok også ett tidspunkt for når leveringen skal starte, da må også ML være i gang.
Igjen, hvis det går som det skal, vil G14 klare sette i gang byggingen august-oktober en gang.
Forventer en avtale med G14 , angående levering og planlagt start på leveringen da altså før oktober. Kun noen måneder dette :-)
Denne avtalen vil bekrefte åpning av Ml for levering til G14.
Da har vi full fyr i kursen kun innen noen måneder ;)
Så vil alt annet være bonus på veien med evt nye avtaler, og evt solar delen.
Igjen, hvis det går som det skal, vil G14 klare sette i gang byggingen august-oktober en gang.
Forventer en avtale med G14 , angående levering og planlagt start på leveringen da altså før oktober. Kun noen måneder dette :-)
Denne avtalen vil bekrefte åpning av Ml for levering til G14.
Da har vi full fyr i kursen kun innen noen måneder ;)
Så vil alt annet være bonus på veien med evt nye avtaler, og evt solar delen.
Redigert 26.05.2021 kl 15:09
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Stonks_
26.05.2021 kl 15:15
27473
Slettet brukerskrev Når snakket de om det?
Se tråden potensiell partner
Det dokumentet ble publisert Oktober 2020.
Helt merkelig at markedet greier å holde denne her nede å mere opptatt med traiding. Greier rett å slett ikke forstå at de ikke får med seg noe av det som skjer. Har sjelden opplevd maken som denne handlingen når det nå er veldig tydelig at vi får annonsert at ML skal åpne, seinest på slutten av året får vi vite mer.
Redigert 26.05.2021 kl 15:22
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manman01
26.05.2021 kl 15:33
27388
Global solar supply chain under scrutiny
https://www.pv-magazine.com/2021/05/24/global-solar-supply-chain-under-scrutiny/
MAY 24, 2021
https://www.pv-magazine.com/2021/05/24/global-solar-supply-chain-under-scrutiny/
MAY 24, 2021
manman01
26.05.2021 kl 15:51
27376
Commerce secretary on boosting U.S. semiconductor production: ‘We’re going to get it done’
https://www.cnbc.com/2021/05/25/commerce-secretary-confident-us-can-boost-semiconductor-production.html
MAY 25, 2021
https://www.cnbc.com/2021/05/25/commerce-secretary-confident-us-can-boost-semiconductor-production.html
MAY 25, 2021
manman01
26.05.2021 kl 17:33
27399
As critical sectors such as mobility and grid storage continue to electrify, cumulative demand for batteries is slated to swell 1,700% by 2030. In order to support the projected demand from EVs alone, it all comes down to innovations across the battery value chain that can compete with conventional lithium-ion batteries.
Intercalation and Climate Tech VC recently teamed up for an excellent battery feature, naming Group14 as an innovator to watch out for in the cell components sector of the battery industry. 🥳 If you’re interested in continuing to follow coverage of the energy storage sector, don’t forget to subscribe to both newsletters for the latest in solid state, lithium metal, sulfur, and silicon.
Read the full article on innovations in the battery value chain here: https://bit.ly/34kGPIV
https://www.linkedin.com/posts/group14-technologies_staying-current-with-the-battery-value-chain-activity-6803076411407007744-2qLV
Intercalation and Climate Tech VC recently teamed up for an excellent battery feature, naming Group14 as an innovator to watch out for in the cell components sector of the battery industry. 🥳 If you’re interested in continuing to follow coverage of the energy storage sector, don’t forget to subscribe to both newsletters for the latest in solid state, lithium metal, sulfur, and silicon.
Read the full article on innovations in the battery value chain here: https://bit.ly/34kGPIV
https://www.linkedin.com/posts/group14-technologies_staying-current-with-the-battery-value-chain-activity-6803076411407007744-2qLV
manman01
26.05.2021 kl 21:45
27010
Beyond Polysilicon: The Ties between China’s GCL-Poly and the United States
https://www.csis.org/analysis/beyond-polysilicon-ties-between-chinas-gcl-poly-and-united-states
MAY 26, 2021
https://www.csis.org/analysis/beyond-polysilicon-ties-between-chinas-gcl-poly-and-united-states
MAY 26, 2021
manman01
27.05.2021 kl 07:24
26758
Soaring Solar Costs Could Slow The Renewable Boom
https://finance.yahoo.com/news/soaring-solar-costs-could-slow-000000584.html
MAY 27, 2021
https://finance.yahoo.com/news/soaring-solar-costs-could-slow-000000584.html
MAY 27, 2021
manman01
27.05.2021 kl 07:25
26778
Solar and wind outpacing all other renewables growth in US
https://www.pv-tech.org/solar-and-wind-outpacing-all-other-renewables-growth-in-us/
MAY 26, 2021
https://www.pv-tech.org/solar-and-wind-outpacing-all-other-renewables-growth-in-us/
MAY 26, 2021
Ford vil lage in-house faststoffbatterier med solid elektrolytt og anode av... silisium!
https://techcrunch.com/2021/05/26/fords-30b-investment-in-electric-revs-up-in-house-battery-rd/
https://techcrunch.com/2021/05/26/fords-30b-investment-in-electric-revs-up-in-house-battery-rd/
manman01
27.05.2021 kl 15:39
26334
A Temporary U.S.-China Trade Truce Starts to Look Durable
https://www.nytimes.com/2021/05/27/business/us-china-trade-deal.html
May 27, 2021
"
Chinese officials appear more open to talking narrowly about solar energy. Such a deal could involve lifting Chinese tariffs on American polysilicon, the main raw material for solar panels, in exchange for removing American tariffs on Chinese panels. That would make solar energy less expensive in the United States and help Americans rely less on coal and other fuels that contribute to climate change.
Exports of American polysilicon, mainly produced with electricity from hydroelectric dams in the Pacific Northwest, would also lessen China’s dependence on producing polysilicon using coal-fired power in its western Xinjiang region. A recent report alleged that the Chinese government worked with big Chinese solar companies to create jobs in programs that activists describe as prone to human rights abuses.
The Chinese government has denied that any abuses took place.
But a deal would worry those in Congress and elsewhere who contend that the West needs to shore up its industrial base and who point to its dependence on Chinese solar panels.
“Countries outside China,” said Seamus Grimes, a professor emeritus at the National University of Ireland who studies Chinese supply chains, “are becoming much more aware of how dependent they are.”
"
https://www.nytimes.com/2021/05/27/business/us-china-trade-deal.html
May 27, 2021
"
Chinese officials appear more open to talking narrowly about solar energy. Such a deal could involve lifting Chinese tariffs on American polysilicon, the main raw material for solar panels, in exchange for removing American tariffs on Chinese panels. That would make solar energy less expensive in the United States and help Americans rely less on coal and other fuels that contribute to climate change.
Exports of American polysilicon, mainly produced with electricity from hydroelectric dams in the Pacific Northwest, would also lessen China’s dependence on producing polysilicon using coal-fired power in its western Xinjiang region. A recent report alleged that the Chinese government worked with big Chinese solar companies to create jobs in programs that activists describe as prone to human rights abuses.
The Chinese government has denied that any abuses took place.
But a deal would worry those in Congress and elsewhere who contend that the West needs to shore up its industrial base and who point to its dependence on Chinese solar panels.
“Countries outside China,” said Seamus Grimes, a professor emeritus at the National University of Ireland who studies Chinese supply chains, “are becoming much more aware of how dependent they are.”
"
Redigert 27.05.2021 kl 15:42
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manman01
27.05.2021 kl 21:50
25825
Bipartisan China Competition Bill Clears First Senate Hurdle
https://www.bloomberg.com/news/articles/2021-05-27/bipartisan-china-competition-bill-clears-first-senate-hurdle
MAY 27, 2021
Alternativt: https://pastebin.com/Rtp96WuW
"
The Senate Thursday voted to move forward on an expansive bill to bolster U.S. economic competitiveness and confront China’s rise after a deal was struck for a debate on additional amendments that was demanded by Republicans.
The procedural vote is the first of two on the legislation before the Senate takes a final vote on passage, which Majority Leader Chuck Schumer said he wants done before the weekend, when senators are scheduled to begin a week-long break. It came after hours of negotiations on what amendments would get votes.
The legislation, which has bipartisan support in the Senate, would plow more than $100 billion into U.S. research and development and provide $52 billion to foster domestic semiconductor manufacturing. It also includes a wide array of measures directly targeting China -- on human rights and its influence in the U.S. -- underscoring the bipartisan angst over the rise of the strategic rival.
"
https://www.bloomberg.com/news/articles/2021-05-27/bipartisan-china-competition-bill-clears-first-senate-hurdle
MAY 27, 2021
Alternativt: https://pastebin.com/Rtp96WuW
"
The Senate Thursday voted to move forward on an expansive bill to bolster U.S. economic competitiveness and confront China’s rise after a deal was struck for a debate on additional amendments that was demanded by Republicans.
The procedural vote is the first of two on the legislation before the Senate takes a final vote on passage, which Majority Leader Chuck Schumer said he wants done before the weekend, when senators are scheduled to begin a week-long break. It came after hours of negotiations on what amendments would get votes.
The legislation, which has bipartisan support in the Senate, would plow more than $100 billion into U.S. research and development and provide $52 billion to foster domestic semiconductor manufacturing. It also includes a wide array of measures directly targeting China -- on human rights and its influence in the U.S. -- underscoring the bipartisan angst over the rise of the strategic rival.
"
Redigert 27.05.2021 kl 21:51
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Underskudd på polysil presser priser opp og forsinker utbygging sv solenergi:
https://pv-magazine-usa.com/2021/05/18/price-pressures-may-delay-15-of-utility-scale-solar-projects-this-year-roth-capital-warns/
https://pv-magazine-usa.com/2021/05/28/polysilicon-and-wafer-price-pressures-make-their-way-to-markets/
https://pv-magazine-usa.com/2021/05/18/price-pressures-may-delay-15-of-utility-scale-solar-projects-this-year-roth-capital-warns/
https://pv-magazine-usa.com/2021/05/28/polysilicon-and-wafer-price-pressures-make-their-way-to-markets/
Redigert 29.05.2021 kl 11:35
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Vel, noen sitter med gode kort på hånden.
Good times!!
Good times!!
Rubin
29.05.2021 kl 16:26
24614
Det betyr at ALLE batteriprodusenter (anodefabrikker) må ha Silisium og Silangass fra RECSI. Nesten utrolig å tenke på…🤩
Redigert 29.05.2021 kl 16:30
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Akkurat hvordan silisiumet til Ford sine faststoffbatterier er strukturert vet jeg ikke, godt mulig det gjøres uten silan. Men det er uansett veldig spennende hvor mye silisium som vil flyte rundt omkring når The Golden Age of Batteries setter i gang for fullt!
Rubin
29.05.2021 kl 20:22
24479
Ja, og selv om faststoffbatteriene er noen år unna er det betryggende alle satser på Silikonanoder de neste 10+ år…🙂
manman01
30.05.2021 kl 21:26
23178
The Energy Transition Won’t Happen Without Secure Mineral Supply Chains
https://www.forbes.com/sites/davidblackmon/2021/05/30/the-energy-transition-wont-happen-without-secure-mineral-supply-chains/
May 30, 2021
https://www.forbes.com/sites/davidblackmon/2021/05/30/the-energy-transition-wont-happen-without-secure-mineral-supply-chains/
May 30, 2021
Very good !. Thanks. Kan REC gå seg bort her ! Nei x 10.
Redigert 30.05.2021 kl 21:38
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uldiuldi
31.05.2021 kl 06:57
22463
31.5.2021 06.35·
Ritzau Finans
Joe Biden, den amerikanske præsident, vil bruge 6000 milliarder dollar på at "gentænke" den amerikanske økonomi og afværge konkurrence fra Kina.
Det meddelte han fredag i et bud på landets kommende budget, skriver AFP.
- Vi må gribe chancen for at gentænke og genopbygge den amerikanske økonomi, siger han.
Præsidenten aflægger hvert år forslag til budgettet, men det kræver endelig godkendelse af Kongressen for at blive gennemført.
Budgettet har blandt andet fået kritik af kongresmedlem Kevin McCarthy, der er formand for republikanerne i Repræsentanternes Hus. Han kalder det "det mest uforsvarlige og uansvarlige budget i min livstid".
Budgetforslaget vil give USA et rekordhøjt underskud.
Præsidenten foreslår, at en stor del af pengene skal bruges på infrastruktur, uddannelse og at få den amerikanske middelklasse til at vokse, mens "USA positionerer sig til at udkonkurrere vores rivaler".
Mitch McConnell, den republikanske senatsleder, kritiserer også forslaget og henviser i stedet til deres egne budgetplaner.
- Præsident Bidens forslag ville få de amerikanske familier til at drukne i gæld, underskud og inflation, siger Mitch McConnell ifølge AFP.
Joe Bidens forslag har også mødt modstand fra nogle af de personer, der ellers støtter ham. De mener, at økonomien fortsat er ved at komme sig fra coronapandemien, og derfor er der risiko for inflation.
Den nuværende kongres har kun en lille overvægt af Demokrater, og dermed kan det blive svært for Joe Biden at få forslaget igennem.
/ritzau/
https://www.nordnet.dk/fullscreen/nyheder/1003554583-biden-vil-bruge-6000-milliarder-pa-at-udkonkurrere-kina-gent
Ritzau Finans
Joe Biden, den amerikanske præsident, vil bruge 6000 milliarder dollar på at "gentænke" den amerikanske økonomi og afværge konkurrence fra Kina.
Det meddelte han fredag i et bud på landets kommende budget, skriver AFP.
- Vi må gribe chancen for at gentænke og genopbygge den amerikanske økonomi, siger han.
Præsidenten aflægger hvert år forslag til budgettet, men det kræver endelig godkendelse af Kongressen for at blive gennemført.
Budgettet har blandt andet fået kritik af kongresmedlem Kevin McCarthy, der er formand for republikanerne i Repræsentanternes Hus. Han kalder det "det mest uforsvarlige og uansvarlige budget i min livstid".
Budgetforslaget vil give USA et rekordhøjt underskud.
Præsidenten foreslår, at en stor del af pengene skal bruges på infrastruktur, uddannelse og at få den amerikanske middelklasse til at vokse, mens "USA positionerer sig til at udkonkurrere vores rivaler".
Mitch McConnell, den republikanske senatsleder, kritiserer også forslaget og henviser i stedet til deres egne budgetplaner.
- Præsident Bidens forslag ville få de amerikanske familier til at drukne i gæld, underskud og inflation, siger Mitch McConnell ifølge AFP.
Joe Bidens forslag har også mødt modstand fra nogle af de personer, der ellers støtter ham. De mener, at økonomien fortsat er ved at komme sig fra coronapandemien, og derfor er der risiko for inflation.
Den nuværende kongres har kun en lille overvægt af Demokrater, og dermed kan det blive svært for Joe Biden at få forslaget igennem.
/ritzau/
https://www.nordnet.dk/fullscreen/nyheder/1003554583-biden-vil-bruge-6000-milliarder-pa-at-udkonkurrere-kina-gent
manman01
31.05.2021 kl 06:58
22552
U.S. Supply Chain Examination About to be Completed
http://www.businesskorea.co.kr/news/articleView.html?idxno=68386
MAY 31, 2021
http://www.businesskorea.co.kr/news/articleView.html?idxno=68386
MAY 31, 2021
manman01
31.05.2021 kl 07:30
22435
Intel reiterates chip supply shortages could last several years
https://www.reuters.com/article/taiwan-computex-intel/intel-reiterates-chip-supply-shortages-could-last-several-years-idUSL3N2NH03P
MAY 31, 2021
https://www.reuters.com/article/taiwan-computex-intel/intel-reiterates-chip-supply-shortages-could-last-several-years-idUSL3N2NH03P
MAY 31, 2021