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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 2/6/21 at 8:07 pm to SmackoverHawg
Posted on 2/6/21 at 8:07 pm to SmackoverHawg
Do you know offhand what separates STLHF’s direct extraction process from other direct extraction processes like those of Lake Resources out of Australia?
1
Posted on 2/7/21 at 7:29 am to GeneralLee
I know this doesn't answer your question directly, but it is somewhat related. In the video woodbird posted of the CEO (around 5:25), he states that the direct extraction process is not much different but that any time it is used it has to be tailored for that specific region and resource. He believes that the smackover region has all the stars aligned to be perfect for the process. (brine access, plentiful water, locally trained work force, all permits and regulations already in place from the bromine operations, needed chemicals locally manufactured, and brine injection after the extraction is already operational.
I did read somewhere that STLHF does have patents pending in key countries including the US.
(thanks for posting that video woodbird)
I did read somewhere that STLHF does have patents pending in key countries including the US.
(thanks for posting that video woodbird)
This post was edited on 2/7/21 at 7:56 am
Posted on 2/7/21 at 9:35 am to GrizzlyAlloy
More take aways from the video:
The USMCA is going to be beneficial to US based lithium production due to tarrifs associated with foreign sourcing.
They will produce battery grade lithium carbinate first.
Lithium hydroxide is what is more sought after for batteries, but one negative aspect for producers is getting rid of the chlorine gas byproduct. Just so happens that lanxess uses chlorine in the bromine production, so this will be a mutual benefit.
Carbonate VS Hydroxide
Chinese producers have well established lithium hydroxide markets. (probably a large reason for musk to build a gigafactory there outside of the large population base)
Hopes to have commercial production by end of 2021, but won't be full scale until 2026.
Final Investment Decision by Lanxess in the coming months.
More observations outside the video:
There are a lot of people in the lithium game. You can extract it from brine, hard rock, and clays. China and Australia are the other big players. Others in the US have water resource issues out west or permitting problems on BLM land.
Lithium prices have been falling from an all time high in 2017, but have been on an up tick the past few months. There is currently no shortage of lithium supply. Obviously we assume demand will increase.
Looks like Standard and Lanxess' plan is to just do it faster and cheaper than anyone else. Which is a good plan
The USMCA is going to be beneficial to US based lithium production due to tarrifs associated with foreign sourcing.
They will produce battery grade lithium carbinate first.
Lithium hydroxide is what is more sought after for batteries, but one negative aspect for producers is getting rid of the chlorine gas byproduct. Just so happens that lanxess uses chlorine in the bromine production, so this will be a mutual benefit.
Carbonate VS Hydroxide
Chinese producers have well established lithium hydroxide markets. (probably a large reason for musk to build a gigafactory there outside of the large population base)
Hopes to have commercial production by end of 2021, but won't be full scale until 2026.
Final Investment Decision by Lanxess in the coming months.
More observations outside the video:
There are a lot of people in the lithium game. You can extract it from brine, hard rock, and clays. China and Australia are the other big players. Others in the US have water resource issues out west or permitting problems on BLM land.
Lithium prices have been falling from an all time high in 2017, but have been on an up tick the past few months. There is currently no shortage of lithium supply. Obviously we assume demand will increase.
Looks like Standard and Lanxess' plan is to just do it faster and cheaper than anyone else. Which is a good plan
This post was edited on 2/8/21 at 4:11 pm
Posted on 2/8/21 at 10:00 am to GrizzlyAlloy
Up 5% today but lost in the other stocks ripping up, haha. Let's crack $3.65 this week and get some MOMO going.
Posted on 2/8/21 at 11:14 am to GrizzlyAlloy
quote:
Final Investment Decision by Lanxess in the coming months.
Is there any reason to believe Lanxess won't invest? Also, what does that imply. Buyout? Revenue Sharing?
Posted on 2/8/21 at 4:05 pm to Drunken Crawfish
I think that is when they will actually sign on to the contractual terms of the joint venture. It will be a 30/70 split with the option for Standard to get to 40%.
Posted on 2/8/21 at 6:28 pm to GrizzlyAlloy
How the US plans to capture the EV battery market
I read that the batteries alone make up 30% of the cost to manufacture electric vehicles. If Musk wants to get to his goal of a $25k Tesla, it seems lowering battery costs will be a part of the answer. In steps STLHF.
I read that the batteries alone make up 30% of the cost to manufacture electric vehicles. If Musk wants to get to his goal of a $25k Tesla, it seems lowering battery costs will be a part of the answer. In steps STLHF.
Posted on 2/8/21 at 7:00 pm to Drunken Crawfish
quote:
Is there any reason to believe Lanxess won't invest? Also, what does that imply. Buyout? Revenue Sharing?
I don’t believe there will be a buyout.
Both are working on a JV. They wouldn’t spend time and money on a JV just to later do buyout.
Also I have seen these JV agreements work out very well over the long term
Posted on 2/9/21 at 8:45 am to Guntoter1
lil pop
Posted on 2/9/21 at 8:46 am to jimbeam
quote:
lil pop
?? It's down a bit this morning?
Posted on 2/9/21 at 8:48 am to jimbeam
quote:What chu talking bout willis?
lil pop
Posted on 2/9/21 at 8:48 am to GeneralLee
Damn my chart must’ve not reloaded my b
Posted on 2/9/21 at 5:22 pm to GrizzlyAlloy
quote:
“Scaling production is very hard,” Chief Executive Elon Musk said in a Wednesday earnings call. “So a big part of the reason—the main reason we have not accelerated new products is—like, for example, Tesla Semi—is that we simply don’t have enough cells for it.”
quote:
The company has said the Semi will have a range of up to 500 miles, and would use about five times more battery cells than Tesla’s passenger cars.
quote:
The company has said the electric truck will be built at its new Austin, Texas, factory, its fourth vehicle-assembly plant, which is expected to start delivering vehicles this year.
Tesla Says Battery-Cell Squeeze Strains Semi Truck Production
Posted on 2/10/21 at 3:29 am to GrizzlyAlloy
Way late to the party on this. Just spent the last Hour and a half reading about 3/4 of this thread and now I can't keep my eyes open. Will finish reading the rest tomorrow(later today). Sorry if these are questions that I'll find answers to once finished reading but hope to come back to a quick few answers.
1. Border restrictions still ongoing, correct?
2. Is buyout with Lanxess still a possibility, and if so would that buyout price make getting in now not as lucrative? I believe I saw estimates at $5-$7.
3. I believe somewhere in middle of the thread it was mentioned Elon Musk has previously worked with CEO Robert Mintak. This recent news of Tesla building their Semi truck at Austin just down the road possibly points to Lithium buyer?
Thanks for any reply and great thread with lots of great info starting from the beginning. Really hope this plays out especially for those who have been on this from the start. Tomorrow will be my first day watching this so plan on buying soon.
1. Border restrictions still ongoing, correct?
2. Is buyout with Lanxess still a possibility, and if so would that buyout price make getting in now not as lucrative? I believe I saw estimates at $5-$7.
3. I believe somewhere in middle of the thread it was mentioned Elon Musk has previously worked with CEO Robert Mintak. This recent news of Tesla building their Semi truck at Austin just down the road possibly points to Lithium buyer?
Thanks for any reply and great thread with lots of great info starting from the beginning. Really hope this plays out especially for those who have been on this from the start. Tomorrow will be my first day watching this so plan on buying soon.
Posted on 2/10/21 at 5:31 am to JustForThisThread
quote:
1. Border restrictions still ongoing, correct?
2. Is buyout with Lanxess still a possibility, and if so would that buyout price make getting in now not as lucrative? I believe
Border still closed for many months but is not stopping most progress. Other than sift plant.
Appears to be a joint venture that should be completed by now
Posted on 2/10/21 at 9:38 am to JustForThisThread
It'd be nice to see this prove out and have Tesla or another EVM player integrate this into their business.
Posted on 2/11/21 at 10:31 am to Aubie Spr96
I'm beyond ready for this to move. I'm sure we'll be sideways for a bit more, but I want it now! 
Posted on 2/11/21 at 1:10 pm to Got Heeem
Has to be a great sign on the stability in this range
Posted on 2/11/21 at 1:11 pm to Got Heeem
quote:
I'm beyond ready for this to move. I'm sure we'll be sideways for a bit more, but I want it now!
Actually I am hoping it stays down for a little longer until WKHS gets the postal bid. Then I will sell Wkhs and dump it all in STLHF
Posted on 2/11/21 at 1:31 pm to Tower_Tiger12
quote:
Has to be a great sign on the stability in this range
I agree
The owners of the company appear to work really hard to maintain share value.
I really think this stock will move much higher eventually . Patience
This post was edited on 2/11/21 at 1:34 pm
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