Sunday, 28 October 2018

How To Cross The Digital Divide To Tesla Energy rEVolution: Blockchain Technology Explained.



This is the best video primer on Blockchain Technology I have found. It is highly recommended. Like when we were launching International Lithium in 2008, it is time for TNR Gold to study and learn from the best. I will be sharing my sources on my feeds





Can we start talking about decentralized sources of capital for mining as well now? For us, at TNR Gold, the most interesting subject now is to build the access to the capital which is already allocated to the crypto space and plugging our company into participating in the "crypto capitalism movement" as Mark Yusko calls it, which is already opening new sources of capital. We are aiming with John Davies, TNR Gold Director: Capital Markets and Blockchain Technology - to navigate through all hype with scam ICOs and hundreds of coins which are dead already and mapping the landscape of the most trusted participants in this market. 




At TNR Gold we are moving forward and building A Green Energy Metals Royalty Company by expanding our capital base and business model. Our Royalty with ILC on Mariana Lithium project in Argentina, which is being developed by Ganfeng Lithium, is among core potential royalty streams in our Royalty Portfolio. This is the essence of our business model when industry leaders like Ganfeng and McEwen Mining are the operators on the projects which will potentially generate royalty streams for our Company.


Like in 2008 when at TNR Gold we were building International Lithium portfolio, now it is time to study, build our network and educate the market about the new frontiers. Honor, Commitment and Loyalty: the drive which has made John Davies The Mentor - will always attract the High-Frequency Energy which is connecting our Team. Everything that cannot stand the power of light will be left in the dust. These core values demand a lot of very hard work and will be the best compass to navigate us towards new and exciting grounds of the future when Green Energy rEVolution will be merging with Blockchain Technology, making many dreams possible.





Tesla Energy rEVolution And FinTech: How Blockchain Will Transform The Mining And Metals Industry.






We are discussing here the Tesla Energy rEVolution and the importance of mining and security of supply chains in order to make this transition to the Post Carbon Economy happen. Access to the advanced materials and Green Energy Metals are at the very base of the new distributed energy generation systems with smart grids which will power our future. The dramatic decrease in cost for Solar and Wind power generation is making it possible. Cheaper lithium batteries change everything. Now we can produce energy, store it and consume when we need it. Unbelievable performance of Tesla's electric cars clearly demonstrates the success in advancing of this technology.




Despite all incredible progress with the technology, which we are all enjoying at this moment, the very base of this leap into the future is still hardly revolutionized. Metals which are making all our gadgets tick are still at the mercy of the old multi-year long mining cycle. Extraction technology has improved, exploration is using more and more advanced methods, but still, you can hardly find really tectonic shifts which can break the cycle which is taking too long for the appetite of the modern investors. Maybe urban mining will become that thing when your exploration can be literally on the streets and the best extraction technology will define the success.




The other integral parts of the mining cycle: exploration and development of the new mining projects are literally in the free fall meaning that we are witnessing the very significant decrease in the amount of capital available for this activity and an even larger decrease in the number of the new projects being developed into the production stage.

Junior miners have been thriving for decades in this very important part of the mining cycle, but now financing flow available for this activity has dried up. Years of low commodities' prices, fear, uncertainty and doubt have pushed investors away from the junior mining sector. The demographic situation is not helping as well, Gold Bugs are facing extinction and millennials are chasing crypto bubbles.




There will be EToys and AtHomes of the crypto haze with found and lost fortunes along the way: there are more than 800 cryptocurrencies which are dead already. But if Internet Revolution can provide us with any guidance the core technologies like Blockchain will stay. This sector has attracted and developed already a very significant pool of capital chasing the dreams.

All this situation can provide one of the best "Time Arbitrage" opportunities, as Mark Yusko - Bear Creek Capital CEO - likes to talk about some of the investment ideas on his feed. Recent bloodbath in commodities was the result of the hotheads making even hotter headlines. Trade Wars come and go and unless there will be a total collapse of the financial system, critical commodities like copper will enjoy much higher prices. Actually, we can have now one of the best entry points in our sector now.




Price shocks are imminent and will be followed by the much higher prices for the Green Energy Metals. We have too mega trends colliding: The Switch to Clean Energy which will demand more and more energy metals like copper and production deficit which will be increasing every year with diminishing reserves and going down head grade. Resource nationalism will only exaggerate this looming supply deficit.




Our ability to cross this "digital divide" and connect capital chasing crypto bubbles with solid values provided by mining industry can determine the geopolitical future for many sectors of the evolving technologies like Solar, Wind, Energy Storage and Electric Cars. The alternative will be the Oligopolies controlling the supply of the critical commodities created by States and Sovereign funds backed by those states.




John Davies and I have started this conversation, which I would like to share with you today. The article below by Max Weiland provides some general ideas for integrating blockchain technology into the mining industry. I am personally very excited to explore these new opportunities which we can bring to our GEM Royalty TNR Gold. We would like to go further and find the way to engineer products which will be connecting capital allocated for FinTech sector and solid values provided by our potential Royalty cash flow streams in the future.  This will be the ultimate "Time Arbitrage". We are open to all new ideas and partnerships. Please step in and share your ideas - you know where to find us.




Monday, 22 October 2018

GEM Royalty Co. TNR Gold: Shotgun Project Presentation - Gold In Alaskan Elephant Country.




GEM Royalty Co. TNR Gold Shotgun Gold Project: Gold In Alaskan Elephant Country.





InvestorIntel: TNR Gold Fine Tuning Royalty Model For Green Energy Metals.


"The third major component in TNR’s portfolio is the Shotgun gold project, located close to NovaGold and Barrick Gold’s Donlin project in Alaska. Early resource numbers suggest the project holds 20.7 million tons of ore with an average gold grade of 1.06 grams a ton, with a 0.5 g/t cut-off grade. Barrick and NovaGold’s project obtained a key environmental approval from the U.S. Army Corps of Engineers in April, indicating the government of Donald Trump is more amenable to mining in Alaska. Once again, external factors are moving in TNR Gold’s favor. 
Klip’s next step with Shotgun is to find an exploration partner of the same caliber as McEwen. One of TNR’s board members, Greg Johnson, founded NovaGold and was instrumental in the discovery of Donlin. He is entrusted with the task of finding that partner, Klip said. Don’t bet against TNR repeating the success it has had so far in ILC and Los Azules."

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.






Building A Green Energy Metals Royalty Company: TNR Gold Investor Presentation.




This is the essence of our business model when industry leaders are operators on the world-class projects providing us in the future with the potential cash flow royalty streams.

VISIT TNR GOLD FOR ALL UPDATED PRESENTATIONS.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.

Sunday, 21 October 2018

Tesla Energy rEVolution And Demand For Lithium: BMI Battery Megafactory Forecast - 400% Increase In Capacity To 1 TWh By 2028.





This brilliant infographic was created by Visual Capitalist - Benchmark Mineral Intelligence forecasts that we will see a 400% increase in lithium battery production by 2028. I think that these numbers are very conservative. Let's put it in perspective of electric cars production. 1.1 TWh capacity of lithium batteries annually will allow making 11 million electric cars annually if we assume that 100 kWh will become the industry standard after prices will drop to $100 per KWh. 

It will represent only 16% of the worldwide auto sales in 2017, which hit the record of 68.3 million units. So this forecast can hardly be called outrages and, in my personal opinion, even if lithium batteries will be smaller on average than 100 kWh per car, this capacity must be much higher in order to feed Energy rEVolution including electric trucks and buses with much larger batteries and Energy Storage Systems, which will consume even more lithium batteries than transport in the future.

Now let's convert this lithium battery capacity into potential lithium demand. Tesla's 100 kWh lithium battery contains approximately 90 kg of Lithium LCE. Lithium solid state batteries will require even more lithium. 1.1 TWh in lithium batteries capacity can be translated into 990,000 T of Lithium LCE needed annually only for the batteries. Total lithium production in 2017 was 220,000 T LCE. We are getting closer to the forecast by UBS of 1 million T of LCE needed by 2026 annually.




In order to understand better the recent situation in the lithium market, let's try to find out the amount of investment capital which is needed for the increase in lithium LCE annual production from 220,000 T to 1 million T. The price tag can be as high as USD $20 billion. The industry's rule of thumb used to be USD $15k of CAPEX per 1 T of LCE lithium hydroxide annual production, but CAPEX is going up every year, plus we have to account for the projects acquisitions from lithium juniors. Who will finance this lithium expansion? So far, this year 3 out of "Lithium Top Five" are struggling to raise in different IPOs USD $1 billion altogether. 

Ganfeng Lithium was going to raise USD $1B in Hong Kong IPO first, then USD $1.5B was discussed last spring, but the actual IPO was only USD $400 million plus this Fall. FMC Lithium division IPO was going to raise USD $1B, but the actual IPO was only USD $300M plus. Now Tianqi is battling with its IPO the market conditions and SQM's legal situation. We have the huge gap between the capital needed for expansion of lithium production and available financing even for the top names in the industry.

"Drama in the Atacama", when 3 out of "Lithium Top Five": Albemarle, SQM and Tianqi - can be affected by the outcome of different legal actions in Chile shows that even relatively well-financed top lithium companies cannot just switch on additional lithium production at will. And we are not even talking about the chemistry soup of lithium brines and technical challenges like with Orocobre production ramping up. 

My personal conclusion will be the same as before: any even serious discussion about the coming lithium oversupply is not taking into account the real speed of electrification of transportation and energy industries and that the "Opaque Lithium Kingdom" remains to be a very closely controlled system. 

Falling lithium prices are making any competition with the oligopoly of "Lithium Top Five" even more difficult, cash is the real king in our lithium kingdom - and the best projects will be acquired from juniors at the depressed valuations.  





Building A Green Energy Metals Royalty Co. TNR Gold: The Battery Boom Has Created A New Lithium Superpower In China.




Thank you, David Stringer, for your interest in our story and our congratulations go today to Ganfeng Lithium Team celebrating their IPO in Hong Kong! 

“They understood so many years back -- in the early 2000s -- that lithium would be driving all of the green energy revolution,” said Kirill Klip, a former executive with Ganfeng’s first overseas partner, International Lithium Corp., who joined the working party in Ireland. “It’s a very hands-on approach, literally -- they were working with our geologists turning over rocks, studying all the lithium boulders,” said Klip, now executive chairman of TNR Gold Corp. Bloomberg.



"At TNR Gold we are moving forward and building A Green Energy Metals Royalty Company by expanding our capital base and business model. Our Royalty with ILC on Mariana Lithium project in Argentina, which is being developed by Ganfeng Lithium, is among core potential royalty streams in our Royalty Portfolio. This is the essence of our business model when industry leaders like Ganfeng and McEwen Mining are the operators on the projects which will potentially generate royalty streams for our Company.Read more.






Saturday, 13 October 2018

Green Energy Metals At LME Week In London: John Davies TNR Gold - Are The Supply Lines Within Reach For The Tesla rEVolution?



‘It’ starts with mining. 
Said ‘it’ is the resources often not considered by the general public but critical in many of the technological innovations of today. From our daily lives of using a mobile phone, a collection of lithium, copper, nickel, cobalt, lead, zinc and more, to every possible electronic item in our homes and business, each is dependent upon metals and minerals. 
This is never so more important then when considering the electrification of automobiles, the related battery storage sector and enormous infrastructure requirements for charging stations and ‘green energy’. To consider the emergence of electric vehicles and for that matter a possible purchase of such in the future is, whether one realises or not, is casting a vote in the supply requirements from the mining sector. 


Yet for all the talk of the ‘EV revolution’ and related matters, the question remains are the supply lines for many of the metals and minerals involved in production within comfortable reach for both existing demand and say forecasts by 2030? 
Quite simply the industry will be put to the test and as the automotive sector is jockeying to procure supply lines few G20 governments, excluding China, have invested appropriately or incentivised investment sufficiently. Furthermore the recent retracement of commodity prices, due largely in part to the global trade war, has exacerbated the matter, put new projects on hold, and potentially created a bottleneck in the future. 


As discussed at length at the recent ‘LME Week’ in London, the ‘EV revolution’, in combination with ‘green energy’ and global infrastructure has the potential of catapulting the demand of copper, as well as many other critical metals such as nickel, cobalt and vanadium, well beyond existing supply lines. Given such, and it is certainly no industry secret, senior mining companies are actively on the acquisition trail and looking for key exploration partners. 
At TNR Gold we possess the winning strategy that sees the long term and the vast possibilities ahead with the remarkable growth phases coming in the ‘EV’ and ‘green energy’ revolution and well positioned for the future with our existing projects and will continue to search globally for potential acquisitions that meet our high standards. 
We are working diligently on our various efforts at TNR Gold, in order to advance our innovative approach in capital financing, how we prioritise creating maximal shareholder value and how investors can participate in a company that understands the enormous growth in the ‘green energy' and the 'EV' revolution and the benefits each provides society for generations to come. 
JKD 





Building A Green Energy Metals Royalty Company: TNR Gold Investor Presentation.




This is the essence of our business model when industry leaders are operators on the world-class projects providing us in the future with the potential cash flow royalty streams.

VISIT TNR GOLD FOR ALL UPDATED PRESENTATIONS.


LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.
How can we link Solid Values which are provided by mining which is powering Green Energy rEVolution and capital allocated to Blockchain FinTech?




Can we start talking about decentralized sources of capital for mining as well now? For us, at TNR Gold, the most interesting subject now is to build the access to the capital which is already allocated to the crypto space and plugging our company into participating in the "crypto capitalism movement" as Mark Yusko calls it, which is already opening new sources of capital. We are aiming with John Davies, TNR Gold Director: Capital Markets and Blockchain Technology - to navigate through all hype with scam ICOs and hundreds of coins which are dead already and mapping the landscape of the most trusted participants in this market. 




The idea is simple but successful solving of this problem can be Company building for us: how can we link Solid Values which are provided by mining which is powering Green Energy rEVolution and capital allocated to Blockchain FinTech? You already know about our GEM Royalty Portfolio, which will provide potentially cash flows from projects producing copper and lithium. Now is the next stage for building up the new capital base and multiplying our Green Energy Metals Royalties.


Wednesday, 10 October 2018

Building A Green Energy Metals Royalty Co. TNR Gold: The Battery Boom Has Created A New Lithium Superpower In China.




Thank you, David Stringer, for your interest in our story and our congratulations go today to Ganfeng Lithium Team celebrating their IPO in Hong Kong! 

“They understood so many years back -- in the early 2000s -- that lithium would be driving all of the green energy revolution,” said Kirill Klip, a former executive with Ganfeng’s first overseas partner, International Lithium Corp., who joined the working party in Ireland. “It’s a very hands-on approach, literally -- they were working with our geologists turning over rocks, studying all the lithium boulders,” said Klip, now executive chairman of TNR Gold Corp. Bloomberg.



At TNR Gold we are moving forward and building A Green Energy Metals Royalty Company by expanding our capital base and business model. Our Royalty with ILC on Mariana Lithium project in Argentina, which is being developed by Ganfeng Lithium, is among core potential royalty streams in our Royalty Portfolio. This is the essence of our business model when industry leaders like Ganfeng and McEwen Mining are the operators on the projects which will potentially generate royalty streams for our Company.


Like in 2008 when at TNR Gold we were building International Lithium portfolio, now it is time to study, build our network and educate the market about the new frontiers. Honor, Commitment and Loyalty: the drive which has made John Davies The Mentor - will always attract the High-Frequency Energy which is connecting our Team. Everything that cannot stand the power of light will be left in the dust. These core values demand a lot of very hard work and will be the best compass to navigate us towards new and exciting grounds of the future when Green Energy rEVolution will be merging with Blockchain Technology, making many dreams possible.





Everything is not so difficult in the end, the future is already here, we just have to remember it.






Building A Green Energy Metals Royalty Company: TNR Gold Investor Presentation.




This is the essence of our business model when industry leaders are operators on the world-class projects providing us in the future with the potential cash flow royalty streams.

VISIT TNR GOLD FOR ALL UPDATED PRESENTATIONS.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.
How can we link Solid Values which are provided by mining which is powering Green Energy rEVolution and capital allocated to Blockchain FinTech?



Bloomberg:



Ganfeng Lithium and International Lithium staff members on a visit to Ireland to study prospective sites in 2013.

"With a ruined 13th Century castle, the Irish town of Carlow is an unlikely staging post in the super-charged rise of a key player in China’s push to dominate the global electric-vehicle revolution. 
Ganfeng Lithium Co. sent a team to the town -- a 90-minute drive southwest of Dublin -- in 2013, shuttling between prospective lithium deposits dotted through the verdant countryside. It was part of their company’s first foray outside China amid a drive to boost production of key materials needed to make rechargeable batteries. 
With projects and partnerships now spanning South America to Australia, Ganfeng is aiming to use proceeds from a share sale in Hong Kong this week to continue a growth spree that’s forecast to make it the industry’s second-largest producer from this year. 
“They understood so many years back -- in the early 2000s -- that lithium would be driving all of the green energy revolution,” said Kirill Klip, a former executive with Ganfeng’s first overseas partner, International Lithium Corp., who joined the working party in Ireland. “It’s a very hands-on approach, literally -- they were working with our geologists turning over rocks, studying all the lithium boulders,” said Klip, now executive chairman of TNR Gold Corp. 
Since that Irish expedition, Ganfeng’s share of refined lithium output has jumped from about 6 percent in 2013 to an estimated 11 percent this year, according to Roskill Information Services Ltd. It accounts for about a quarter of battery-grade lithium hydroxide, the material that’s now most sought after by automakers, the researcher’s data shows." Read more.