Nyheter som angår Rec

Slettet bruker
RECSI 28.03.2021 kl 18:14 783430

Helgelesning fra pv-magazine:
https://pv-magazine-usa.com/
Redigert 18.01.2022 kl 19:10 Du må logge inn for å svare
Slettet bruker
11.10.2021 kl 11:50 8364

Styrer også så smått med denne TA-en. Bevegelsen startet på RSI 30,22 (>30 = oversolgt) og avtok rundt 75,57. (<70 = overkjøpt) Sånn sett virker det i vært fall svært maskindrevet for min del.

Dersom dette var algoritmene som plukket så mange aksjer som mulig pga lav omsetning, så klarte de å dra meg seg over 2.5 millioner aksjer nå i hvert fall. (Tilsvarende omtrent halve dagens omsetning så langt på ca 10 min. 5 mil totalt per ca. 11.53)

Kanskje var dette det fullstendig algoritmestyrte og datadrevne fondet Voleon som kvittet seg med hele shortposisjonen sin? De sitter i følge de siste tallene rundt. 2.4m aksjer short:
* https://ssr.finanstilsynet.no/Home/Details/NO0010112675
Redigert 11.10.2021 kl 11:54 Du må logge inn for å svare
Slettet bruker
11.10.2021 kl 16:51 7873

@Whitehouse
President Biden’s Build Back Better Agenda and Bipartisan Infrastructure Deal will help us meet the moment on climate change and become a global leader in fast-growing clean energy industries, like solar and wind power.

De må ha store og konkrete planer og REC er en stor brikke i dette uten tvil.
manman01
11.10.2021 kl 16:51 8098

Solar supply, demand, and a foreign policy shakeup
https://www.pv-magazine.com/2021/10/11/solar-supply-demand-and-a-foreign-policy-shakeup/
OCTOBER 11, 2021
questi
11.10.2021 kl 17:01 8053

Oj.. så alt de trenger er å få et sertifikat som viser hvor de har kjøpt silisiumpulveret sitt fra?
Hvem kan utstede sånne, a? :P

"...InfoLink’s research showed that some modules which had arrived in the U.S. between July and September were detained or sent back. As the FAQ regarding WRO does not include a list of required papers, it remains difficult for manufacturers to provide certificates of origin for silicon and silicon powder. Manufacturers mostly provide a declaration statement, PO, and bank slip for product traceability; no manufacturer has thus far provided a certificate of origin for silicon powder. In the face of increasingly high export risks, some Tier-1 module manufacturers have temporarily stopped shipments to the U.S. and have lowered their annual targets to the country..."
Redigert 11.10.2021 kl 17:02 Du må logge inn for å svare
manman01
11.10.2021 kl 17:24 7924

Mere info her :)

“Importers contending that merchandise detained under 19 CFR § 12.42(a) was not produced with forced labor must submit the Certificate of Origin signed by the foreign seller as required by 19 C.F.R. § 12.43(a), which may be submitted in electronic form, and a detailed statement from the importer, as outlined in 19 C.F.R. §12.43(b).”
https://www.cbp.gov/trade/programs-administration/forced-labor/hoshine-silicon-industry-co-ltd-withhold-release-order-frequently-asked-questions#faq-What-kind-of-evidence-will-CBP-expect-from-importers-seeking-release-of-detained-shipments?--



19 CFR § 12.43 - Proof of admissibility.
(a) If an importer of any article detained under § 12.42(e) or (g) desires to contend that the article was not mined, produced, or manufactured in any part with the use of a class of labor specified in section 307, Tariff Act of 1930, he shall submit to the port director or Commissioner of CBP within 3 months after the date the article was imported a certificate of origin, or its electronic equivalent, in the form set forth below, signed by the foreign seller or owner of the article. If the article was mined, produced, or manufactured wholly or in part in a country other than that from which it was exported to the United States, an additional certificate, or its electronic equivalent, in such form and signed by the last owner or seller in such other country, substituting the facts of transportation from such other country for the statements with respect to shipment from the country of exportation, shall be so submitted.
(b)
The importer shall also submit to the port director or Commissioner of CBP within such 3-month period a statement, or its electronic equivalent, of the ultimate consignee of the merchandise, showing in detail that he had made every reasonable effort to determine the source of the merchandise and of every component thereof and to ascertain the character of labor used in the production of the merchandise and each of its components, the full results of his investigation, and his belief with respect to the use of the class of labor specified in the finding in any stage of the production of the merchandise or of any of its components


https://www.law.cornell.edu/cfr/text/19/12.43
Redigert 11.10.2021 kl 17:33 Du må logge inn for å svare
Slettet bruker
11.10.2021 kl 17:27 7910

https://www.electrive.com/2021/10/11/farasis-presents-new-battery-cell-with-anodes-from-group14/

Farasis Energy has developed and tested a battery cell with the silicon-carbon anode material SCC55 from the supplier Group14. According to the partners, it is supposed to have a 25 per cent higher energy density than battery cells currently available on the market that use graphite as anode material.

Group14 Technologies is a US supplier of lithium-silicon battery materials. As the company, which was founded in 2015, now states in a press release, Farasis is said to have achieved an increase in energy density through the integration of lithium silicon technology, which is said to enable a gravimetric energy density of 330 Wh/kg or a volumetric energy density of 750 Wh/l with more than 1,000 charging cycles in typical cells for e-cars.

These figures correspond to the key performance indicators for Farasis’ fourth-generation battery cell technology, which the company first made public in March. “Conventional BEV lithium-ion batteries using graphite as the anode material typically achieve an energy density of 260 Wh/kg, so this increase in performance over conventional lithium-ion batteries represents a real breakthrough for EV applications,” said Keith Kepler, CTO of Farasis Energy. He did not comment on the timing of a possible market launch.

The cells with SCC55 technology are said to “significantly increase the range of electric vehicles without compromising the cycle life standards set by high quality graphites and synthetic graphites”, according to Group14. “These significant third-party results with Farasis demonstrate that SCC55™ has the potential to meaningfully impact the performance of batteries for automotive applications,” said Rick Costantino, CTO of Group14 Technologies. “This is a significant milestone in our goal to enable EVs to achieve true cost-parity with internal combustion engines, and Group14 is ready to deliver our lithium-silicon battery technology manufactured in our commercial-scale Battery Active Materials (BAM) factory in Washington state.”

Currently, much of the factory’s current production capacity is reserved for Group14’s consumer electronics customers. However, the US company is increasingly looking to tap into the electric car market. In fact, Group14 is currently working on expanding its capacity to be able to offer larger quantities than the current batch to automotive customers. The recently struck deal with Inobat further supports this. In July, the company announced a joint venture with the South Korean company SK Materials for this purpose. The sister company of battery cell manufacturer SK Innovation wants to build a factory for lithium-silicon battery materials in South Korea together with Group14. Construction of the $52 million plant in Nabe is scheduled to begin in 2022. SK Materials has already invested in the company in a Series B financing round that Group14 closed in December 2020. BASF, among others, is also a shareholder in Group14.

Farasis was founded in 2002 and has been producing lithium-ion batteries for electrically powered commercial vehicles and two-wheelers since 2009, and for passenger cars since 2016. By now, the company says it has an annual production capacity of 21 GWh (as of 2020) at its two production sites in Ganzhou and Zhenjiang. Further global production sites inside and outside China are currently in preparation. In addition to the fourth generation of cells mentioned above, the manufacturer is already working on a fifth generation.

Since 2019, the European arm of the group, Farasis Energy Europe GmbH, has been based in Frickenhausen near Stuttgart. The prominent partnership with Daimler also stems from that year. Since 2020, the Stuttgart-based automotive group has held a 3 per cent stake in the listed battery manufacturer. However, there are constant rumours that the partnership is on the rocks. This is said to be due to alleged quality problems with the battery cells that were actually planned by Farasis Energy – but both companies deny this.

questi
12.10.2021 kl 13:19 6859

"...While manufacturing would create hundreds of jobs in the US, the largest job creator would be solar installations, where 5,000 people can be hired, Hershman said, citing design, engineering and other work involved in installations..."

Jeg synes det er utrolig rart at SEIA påstår at en solar manufacturing kjede i USA ville skape 'et hundretalls' jobber, og sette det opp mot ca 5000 i installeringsbransjen.

At et hundretalls arbeidere i USA skal klare å ta råsilisium og produsere de millioner av paneler på alle hustak og solparker, synes rett og slett utrolig.... Jeg har hørt om flittige kinesere.. men amerikanere må bare være kinesisk arbeider på steroider.
Redigert 12.10.2021 kl 13:25 Du må logge inn for å svare
manman01
12.10.2021 kl 13:25 6854

Det virker også ret så ulogisk i mit hoved (: Syntes det virker til at SEIA arbejder meget hårdt på at undgå en amerikansk værdikæde, så deres medlemmer fortsat kan importere billige og beskidte kinesiske paneler - men det er blot min tankegang.
Redigert 12.10.2021 kl 13:27 Du må logge inn for å svare
Slettet bruker
12.10.2021 kl 13:34 6904

Det tenker jeg også. Bevare status quo, de jobber ut i fra egne interesser. Slik fungerer kapitalen :P USA har ingen egen verdikjede, så det er ikke mange som kjemper for dette. Annet enn de som ønsker det, men det er vel heller ingen løsninger på dette enda.

Litt tricky situasjon egentlig. På tide at disse løsningene kommer på bordet.
Slettet bruker
12.10.2021 kl 13:38 6907

@SolarKellyP
Looks like REC will soon have a module assembly facility in the United States.

Meyer Burger + REC = HJT #solar panel manufacturing boost in USA 🇺🇸
https://twitter.com/solarkellyp/status/1447887300273352708?s=21
Slettet bruker
12.10.2021 kl 13:40 6899

Bruker Meyer en prosess slik at de kjøper råstoff(poly) og forvandler dette til moduler direkte? Ikke noe wafer mellomledd?
C-Eiken
12.10.2021 kl 13:48 6877

Rec Sil og REC sol (group). er jo ikke det samme firma mere. OG bruger ikke samme produkter ?
Redigert 12.10.2021 kl 13:49 Du må logge inn for å svare
questi
12.10.2021 kl 13:52 7056

Ser man på polysilisium leddet og kun på MosesLake, ville fabrikken alene sysselsette ca 1000 arbeidere. (*)

Hvis man antar at solar installeringen i USA fremover stagneres på 2020 nivået, dvs 19 GW/år, krever dette ca 19*5000tonn polysil/år = 95.000 tonn polysil/år. (**)
95.000 tonn/år tilsvarer ca 5 MosesLaker, dvs 5000 arbeidere...

Hvis man antar for enkelhetsskyld at stegene polysil->ingot->wafer&celle->moduler->paneler = består av 4 steg som hver krever like mange arbeidere hver, vil dette bety 5000*4 = 20.000 arbeidere. Jeg tror dog at steg lavere ned i kjeden (dvs mot polysil) er mindre arbeidsintensive (går ut på kun å passe 2-4 reaktorer), mens ledd nærmere modulene er mer arbeidsintensiv (dvs passe 50-100 roboter som etser og monterer cellene). I tillegg har vi spin-offs som transport, distribusjon, lager, salg, kvalitetskontroll, offentlig administrasjon ++.

---
Kilde:
(*) Antall arbeidere v MosesLake: https://www.recsilicon.com/media/newsroom/newshandler/?feed=/R/136555/PR/201807/2202401.xml
(**) Installasjonsvolum 2020 SEIA: https://www.seia.org/solar-industry-research-data
Redigert 12.10.2021 kl 14:00 Du må logge inn for å svare
Slettet bruker
12.10.2021 kl 14:00 7117

Røkkes venn , Gjeldsten satser i USA :

Freyr med storsatsing i USA
FREYR Battery går sammen med amerikanske Koch Strategic Platforms for å bygge en gigantfabrikk. Sammen blir de et av de største battericelleprodusentene i USA.


https://finansavisen.no/nyheter/industri/2021/10/12/7751857/freyr-med-storsatsing-i-usa
Slettet bruker
12.10.2021 kl 14:03 7134

Dette er som en børsmelding fra Røkke og RECSI direkte, om Gjelsten skal åpne fabrikk kan du banne på at Kjell Inge ikke er noe dårligere. Sikkert Røkke som har ordnet det i utgangspunktet :)
questi
12.10.2021 kl 14:09 7062

Jeg ville ha blitt supersur hvis vennen min lagde batteri og ikke brukte anodematerialet mitt som kunne ha gitt 25% forbedring... :P
Redigert 12.10.2021 kl 14:11 Du må logge inn for å svare
Slettet bruker
12.10.2021 kl 14:16 6973

Hva er estimater for behov silan og silicon 2023-2025 og hva er produksjonskapasitet verden over? Kan ikke skjønne at USA i overskuelig fremtid vil importere anoderåstoff om de kan produsere selv. Det er bare ikke mulig for ML og ikke starte opp!
questi
12.10.2021 kl 14:19 7151

Alle annonseringene om fabrikk-åpning i hytt og vær i USA må bety at forsyningskontraktene er ferdigdannet.

Bygger jo ikke fabrikk hvis man ikke vet hvem man leverer til eller kjøper fra. :)
HELE forsyningskjeden for USA er FERDIG UTARBEIDET !!
Redigert 12.10.2021 kl 14:20 Du må logge inn for å svare
Trollstuket
12.10.2021 kl 14:21 7132

Tror vi blir bombet med børsmeldinger når det først starter.
Skal bli morro å se hva Røkke og co har planlagt fremover.
Marketwatch
12.10.2021 kl 14:23 7155

Ja, Røkke bør ikke være noe dårligere! Skal spise hatten jeg ikke har, dersom ikke KIR får til noe stort i ML, med REC sin fabrikk i sentrum.
Det som overrasker er at det ikke allerede har sivet ut litt nfo om hva han bedriver i unaiten.
questi
12.10.2021 kl 14:23 7185

Ja.. Røkke liker å drive med dobbel eller trippel-tapping.
Det husker vi... teppebombe markedet og skape full leven :D
Loveshak
12.10.2021 kl 14:30 7181

Gjelsten har vel ikke en så stor del av Freyr, han har vel heller ikke styreplass. Morrow er hans batterisatsning. Bra at det blir bygget batterikapasitet, men er ikke veldig relevant til recsi.
questi
12.10.2021 kl 14:39 7261

"Severities should be dealt out all at once, so that their suddenness may give less offense; benefits ought to be handed ought drop by drop, so that they may be relished the more." - Niccolo Machiavelli

Røkke hater shorting mot hans selskaper...
Stillheten under shorterangrep kan sees på som drypp av honning som shortere kan gosse seg med...
Avkappingen av hoder kommer brått og med voldsom kraft...
manman01
12.10.2021 kl 14:47 7290

Hehe det ville jeg slet ikke kunne vurdere - dog virker dette langt mere realistisk end et par hundrede jobs, når HELE værdikæden bliver etableret i US…

Og det er en stor fornøjelse at læse dine opslag, questi!! (:
Slettet bruker
12.10.2021 kl 14:55 7320

Da ser jeg på caset som relativt sikkert. Eneste jeg personlig er litt bekymret over er noen dirty triks fra Røkke der akjonærer blir fintet ut.
Men på en annen side tror jeg ikke Rekefiskeren tør å tulle for mye med småaksjonærer, med tanke på satsningsområdene til AKH. Her trengs goodwill fra folket og politikere også fremover, så han er nok litt forsiktig.
Middelmann
12.10.2021 kl 15:01 7274

Gjelsten er 4. største aksjonær i Freyr, etter at han kjøpte Helgeland kraft ( eller hva det nå heter). Det bygges også batterifabrikk i Nordland, og han har kjøpt tomt til bygging i Agder.
Loveshak
12.10.2021 kl 15:08 7294

Med mindre han var med på emisjonen da de gikk på børs og ikke har solgt, så eier han rundt 2-3%. Rundt 7% før børsnoteringen. Når han da ikke har styreplass, så er nok ikke hans påvirkning av Freyr stor. Han kjøpte jo heller ikke Helgeland Invest for Freyr, som nesten ingen hadde hørt om på det tidspunktet han kjøpte. Morrow Batteries er derimot hans bet, som har kjøpt tomten i Agder.
Middelmann
12.10.2021 kl 15:17 7338

Takker for oppdatering :)
Intravenøsiu
12.10.2021 kl 15:56 7173

Amprius bruker silangass som innsatsfaktor, mener å huske at de fester silisium nanotråder direkte på kobberfolie:


https://finance.yahoo.com/news/amprius-technologies-awarded-u-army-130000929.html
Slettet bruker
12.10.2021 kl 16:10 7262

Big banks see risks in high-carbon companies. These risks include #coalfiredsolar manufacturing in East Asia. The market is clear: we need to decarbonize #solarPV production, and Alliance members are leading the way.

https://www.bloomberg.com/news/articles/2021-10-04/banks-start-dropping-clients-to-dodge-costs-linked-to-esg-risks?sref=9CfV7WKt&utm_campaign=Hot%20News&utm_medium=email&_hsmi=167230791&_hsenc=p2ANqtz-9ytd_jdBHI82hzGaEpYGSsmUpt9nrtrDw4Ay_1UC0WVqZjWFNQ4w_-So2nadojMQSBufPq3kMmdtKpLkUxjO1GUJAQfw&utm_content=167230791&utm_source=hs_email
Redigert 12.10.2021 kl 16:11 Du må logge inn for å svare
Slettet bruker
12.10.2021 kl 18:46 6658

Dette vil vi se mer av med EU taksonomi 2022 og tiden fremover. Lovende.
manman01
12.10.2021 kl 19:14 6632

POWER AND COMPOUND FAB CAPACITY PROJECTED TO TOP RECORD 10 MILLION WAFERS PER MONTH IN 2023, SEMI REPORTS
https://www.semi.org/en/news-media-press/semi-press-releases/power-and-compound-fab-capacity-projected-to-top-record-10-million-wafers-per-month-in-2023-semi-reports
OCTOBER 12, 2021


Global Semiconductor Sales Increase 29.7% Year-to-Year, 3.3% Month-to-Month in August
https://www.semiconductors.org/global-semiconductor-sales-increase-29-7-year-to-year-3-3-month-to-month-in-august/
OCTOBER 4, 2021


Actions the U.S. and EU Can Take Together to Strengthen Both Regions’ Semiconductor Supply Chain Resilience
https://www.semiconductors.org/actions-the-u-s-and-eu-can-take-together-to-strengthen-both-regions-semiconductor-supply-chain-resilience/
SEPTEMBER 28, 2021
manman01
12.10.2021 kl 19:20 6595

COP26 | Joe Biden's climate credibility hangs by a thread as the clock ticks to Glasgow
https://www.rechargenews.com/energy-transition/cop26-joe-bidens-climate-credibility-hangs-by-a-thread-as-the-clock-ticks-to-glasgow/2-1-1079730
OCTOBER 12, 2021
Slettet bruker
12.10.2021 kl 20:18 6437

Ja-bare 18 dager igjen. (dersom han ikke internasjonalt skal tape ansikt).
Redigert 12.10.2021 kl 20:18 Du må logge inn for å svare
manman01
13.10.2021 kl 05:40 5483

India’s Reliance Industries invests nearly $29 mln in Germany's NexWafe
https://www.reuters.com/world/india/indias-reliance-industries-invests-nearly-29-mln-germanys-nexwafe-2021-10-12/
OCTOBER 12, 2021
manman01
13.10.2021 kl 05:46 5859

India set to achieve 450 GW renewable energy installed capacity by 2030: Ministry of New and Renewable Energy (MNRE)
https://www.eqmagpro.com/india-set-to-achieve-450-gw-renewable-energy-installed-capacity-by-2030-ministry-of-new-and-renewable-energy-mnre/
OCTOBER 12, 2021
manman01
13.10.2021 kl 07:30 5596

China’s New Renewable Project Rivals All Wind and Solar in India
https://www.eqmagpro.com/chinas-new-renewable-project-rivals-all-wind-and-solar-in-india/
OCTOBER 13, 2021