Trade Wars And Asymmetric Warfare: China Leapfrogs Oil-Based Infrastructure And Secures Supply For Lithium-Based Post Carbon Economy - The U.S. Has A Battery Problem In the Race for Electric Car Supremacy.

Bloomberg brings the spotlight to the "Problem for the U.S. in the race for electric cars supremacy." We have been discussing here at length the subject of Tesla Energy rEVolution, Green Energy Metals which make every single gadget tick and that security of supply for critical commodities will determine the geopolitical situation for years to come. Energy security does not mean just to control Oil anymore. Tesla's lithium supply chain goes all around the globe and back to China now.

Smart money controls bottlenecks. Control of $3 Billion plus by the sales market of Lithium gives you the leverage over the disruption of $12 Trillion markets of Transportation and Energy during Energy rEVolution. 

Brave scientific experiment with Trade Wars was met years ago with Asymmetric Warfare and not a lot of people even noticed it. China has announced many years ago New Energy Plan and today we can see the results. China leapfrogs Oil based infrastructure and secures supply for Lithium-Based Post Carbon Economy.

China is controlling the majority of produced lithium chemicals in the world, becoming very fast the dominant lithium battery producer with many out of 76 lithium batteries Megafactories mushrooming in China. Its "1000 and 1" electric cars automakers are sucking all the best technology and talent all over the globe to secure its top place in the exponentially growing industry. 

Now Tesla is building its Gigafactory in Shanghai and we can be sure that the best EVs technology transfer will be imminent. Recent changes in subsidies policies for New Energy Vehicles in China are supporting the best battery based technology - the one which provides the longest range and safety.

The US Senate is finally looking into this crucial issue of security of supply of critical materials for Energy rEvolution between the nap sessions - as Tesla's electric cars sales cannot be ignored anymore. But in China, the whole industries have been built during the last couple of decades already and lithium giants like Ganfeng Lithium have emerged to rule the markets.

Building The Green Energy Metals Royalty Company: TNR Gold Reports On Mariana Lithium Royalty Holding - Giant From China Ganfeng Lithium Advances The Project In Argentina.

"Kirill Klip, Executive Chairman of the Company commented, "We are very pleased to see that Ganfeng Lithium is advancing the Mariana Lithium project in Argentina towards further pre-feasibility studies. The Mariana Lithium preliminary economic assessment ("PEA"), as announced in our news release of January 28, 2019, was the first PEA on the project that provided a potential value for the total NSR Royalty from Mariana's life of mine cashflow. TNR Gold does not have to contribute any capital for the development of Mariana Lithium and our NSR Royalty does not depend on the size of ILC's share in Mariana Lithium. The 1.8% Mariana NSR Royalty is an important part of TNR Gold's portfolio. The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders."

Building The Green Energy Metals Royalty Company: TNR Gold Reports On Mariana Lithium Royalty Holding - Ganfeng Lithium JV In Argentina Filed Report With PEA Results.

"The Mariana Lithium PEA study for ILC is the first preliminary economic study that provides a potential value for the total NSR Royalty from the project's life of mine cash flow. TNR does not have to contribute any capital for the development of Mariana Lithium and 1.8% NSR Royalty is an important part of TNR's portfolio," stated Kirill Klip, Executive Chairman of TNR. "The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cash flows to contribute significant value for our shareholders."

Lithium Will Power Us For The Next 50 Years And Then Robots: GEM Royalty TNR Gold Lithium Presentation January 2019.

We are back in business.

"I am very pleased that the TNR Gold team has the full support of the Company's investment loan capital provider who is supporting our business plan and long-term strategic initiatives," commented Kirill Klip, Executive Chairman of TNR. "It is clear that the decision of our investment loan capital provider is a resounding show of confidence in TNR Gold's long-term business strategy, asset portfolio and management team. Now we can concentrate our efforts on building this green energy metals royalty company by maximizing the value of our royalty portfolio of copper and lithium projects that are instrumental in the electric vehicle and green energy sectors, investigating new strategic acquisitions, and development of the Shotgun Gold project in Alaska. The essence of our business model is to have industry leaders like McEwen Mining and Ganfeng Lithium as operators on the projects that will potentially generate royalty cash flows to contribute and develop a significant long-term value for our shareholders."

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.

Bloomberg:

The U.S. Has a Battery Problem in the Race for Electric Car Supremacy

By 

Laura Millan Lombrana

 and 

Joe Deaux

April 30, 2019

•  
  Pressure mounts for U.S. to become a raw-materials producer
•  
  Congress, officials, industry plan May 2 strategy meeting

Building The Green Energy Metals Royalty Company: TNR Gold Reports On Mariana Lithium Royalty Holding - Giant From China Ganfeng Lithium Advances The Project In Argentina.

"Kirill Klip, Executive Chairman of the Company commented, "We are very pleased to see that Ganfeng Lithium is advancing the Mariana Lithium project in Argentina towards further pre-feasibility studies. The Mariana Lithium preliminary economic assessment ("PEA"), as announced in our news release of January 28, 2019, was the first PEA on the project that provided a potential value for the total NSR Royalty from Mariana's life of mine cashflow. TNR Gold does not have to contribute any capital for development of Mariana Lithium and our NSR Royalty does not depend on the size of ILC's share in Mariana Lithium. The 1.8% Mariana NSR Royalty is an important part of TNR Gold's portfolio. The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders."

Building The Green Energy Metals Royalty Company: TNR Gold Reports On Mariana Lithium Royalty Holding - Ganfeng Lithium JV In Argentina Filed Report With PEA Results.

"The Mariana Lithium PEA study for ILC is the first preliminary economic study that provides a potential value for the total NSR Royalty from the project's life of mine cash flow. TNR does not have to contribute any capital for development of Mariana Lithium and 1.8% NSR Royalty is an important part of TNR's portfolio," stated Kirill Klip, Executive Chairman of TNR. "The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cash flows to contribute significant value for our shareholders."

Lithium Will Power Us For The Next 50 Years And Then Robots: GEM Royalty TNR Gold Lithium Presentation January 2019.

We are back in business.

"I am very pleased that the TNR Gold team has the full support of the Company's investment loan capital provider who is supporting our business plan and long-term strategic initiatives," commented Kirill Klip, Executive Chairman of TNR. "It is clear that the decision of our investment loan capital provider is a resounding show of confidence in TNR Gold's long-term business strategy, asset portfolio and management team. Now we can concentrate our efforts on building this green energy metals royalty company by maximizing the value of our royalty portfolio of copper and lithium projects that are instrumental in the electric vehicle and green energy sectors, investigating new strategic acquisitions, and development of the Shotgun Gold project in Alaska. The essence of our business model is to have industry leaders like McEwen Mining and Ganfeng Lithium as operators on the projects that will potentially generate royalty cash flows to contribute and develop significant long-term value for our shareholders."

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.

TNR Gold:

TNR Gold Reports on Mariana Lithium Royalty Holding

Vancouver, British Columbia--(Newsfile Corp. - April 24, 2019) - TNR Gold Corp. (TSXV: TNR) ("TNR", "TNR Gold" or the "Company") is pleased to announce that, further to the Company's news release dated January 28, 2019, International Lithium Corp. (TSXV: ILC) ("ILC") issued a news release on April 12, 2019 related to the Mariana Lithium project in Salta Province, Argentina. TNR Gold holds a 1.8% Net Smelter Returns ("NSR") Royalty on the Mariana Lithium project.

The news release issued by ILC stated, "As a result of cash calls made up to the present date, the Company's share in Mariana will reduce from 17.246% to 15.392% by the end of April 2019. A budget of US$4.25 million has been set by the manager for May and June 2019. If expenditure indeed reaches that level, the Company's share in Mariana would reduce further to 13.607%. The Company retains a back-in right entitling it to increase this percentage by a further 10%, i.e. to 23.607%."

Kirill Klip, Executive Chairman of the Company commented, "We are very pleased to see that Ganfeng Lithium is advancing the Mariana Lithium project in Argentina towards further pre-feasibility studies. The Mariana Lithium preliminary economic assessment ("PEA"), as announced in our news release of January 28, 2019, was the first PEA on the project that provided a potential value for the total NSR Royalty from Mariana's life of mine cashflow. TNR Gold does not have to contribute any capital for development of Mariana Lithium and our NSR Royalty does not depend on the size of ILC's share in Mariana Lithium. The 1.8% Mariana NSR Royalty is an important part of TNR Gold's portfolio. The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders."

Resignation of COO

The Company also announces that Anthony Kovacs, Chief Operating Officer of TNR Gold has resigned from the Company. He currently serves as COO and director of ILC. The Company would like to thank Mr. Kovacs for his service to TNR Gold.

ABOUT TNR GOLD CORP.

TNR Gold Corp. is working to become the green energy metals royalty company.

Over the past twenty-three years, TNR, through its lead generator business model, has been successful in generating high-quality exploration projects around the globe. With the Company's expertise, resources and industry network, it identified the potential of the Los Azules copper project in Argentina and now holds a 0.36% NSR royalty on the entire project, which is being developed by McEwen Mining Inc.

In 2009, TNR founded International Lithium Corp. ("ILC"), a green energy metals company that was made public through the spin-out of TNR's energy metals portfolio in 2011. ILC holds interests in lithium projects in Argentina, Ireland and Canada. 

TNR retains a 1.8% NSR Royalty on the Mariana Lithium Project in Argentina. ILC has a right to repurchase 1.0% of the NSR Royalty on the Mariana Lithium Project, of which 0.9% relates to the Company's NSR royalty interest. The Company would receive $900,000 on the completion of the repurchase. The project is currently being advanced in a joint venture between ILC and Ganfeng Lithium International Co. Ltd.

TNR provides significant exposure to gold through its 90% holding in the Shotgun Gold porphyry project in Alaska. The project is located in Southwestern Alaska near the Donlin Gold project, which is being developed by Barrick Gold and Novagold Resources Inc.

The Company's strategy with Shotgun Gold Project is to attract a joint venture partnership with one of the gold major mining companies. The Company is actively introducing the project to interested parties.

At its core, TNR provides significant exposure to gold, copper and lithium through its holdings in Alaska (the Shotgun Gold porphyry project) and Argentina (the Los Azules copper and the Mariana Lithium projects) and is committed to the continued generation of in-demand projects, while diversifying its markets and building shareholder value.

On behalf of the Board of Directors,

Kirill KlipExecutive Chairman

www.tnrgoldcorp.com

For further information concerning this news release please contact +1 604-229-8129

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Cautionary Statement Regarding Forward-Looking Information

Except for statements of historical fact, this news release contains certain "forward-looking information" within the meaning of applicable securities law. Forward-looking information is frequently characterized by words such as "plan", "expect", "project", "intend", "believe", "anticipate", "estimate", "will", "could" and other similar words, or statements that certain events or conditions "may" or "could" occur, although not all forward-looking statements contain these identifying words. Specifically, forward-looking statements in this news release include, but are not limited to, statements made in relation to: TNR's corporate objectives, changes in share capital, market conditions for energy commodities, the results of McEwen Mining's and ILC's PEAs, and improvements in the financial performance of the Company. Such forward-looking information is based on a number of assumptions and subject to a variety of risks and uncertainties, including but not limited to those discussed in the sections entitled "Risks" and "Forward-Looking Statements" in the Company's interim and annual Management's Discussion and Analysis which are available under the Company's profile on www.sedar.com. While management believes that the assumptions made and reflected in this news release are reasonable, should one or more of the risks, uncertainties or other factors materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in forward-looking information. In particular, there can be no assurance that: TNR will be able to repay its loans or complete any further royalty acquisitions or sales; debt or other financing will be available to TNR; or that TNR will be able to achieve any of its corporate objectives. TNR relies on the confirmation of its ownership for mining claims from the appropriate government agencies when paying rental payments for such mining claims requested by these agencies. There could be a risk in the future of the changing internal policies of such government agencies or risk related to the third parties challenging in the future the ownership of such mining claims. Given these uncertainties, readers are cautioned that forward-looking statements included herein are not guarantees of future performance, and such forward-looking statements should not be unduly relied on.

In formulating the forward-looking statements contained herein, management has assumed that business and economic conditions affecting TNR and its royalty partners, McEwen Mining Inc. and International Lithium Corp. will continue substantially in the ordinary course, including without limitation with respect to general industry conditions, general levels of economic activity and regulations. These assumptions, although considered reasonable by management at the time of preparation, may prove to be incorrect.

Forward-looking information herein and all subsequent written and oral forward-looking information are based on estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this cautionary statement. Except as required by law, the Company assumes no obligation to update forward-looking information should circumstances or management's estimates or opinions change.

Gold In The Alaskan Elephant Country. McKinsey: Can The Gold Industry Return To The Golden Age? It’s Time To Dig For A Solution To The Gold Mining Reserve Crisis.

Gold loves FED in the election cycle. "Growth solves a lot of problems", according to Larry Kudlow, but what to do when there is no growth anymore? Statutory limitations are making the question to be or not to be elected rhetorical and the only unknown now is what will be the price for the world to pay for the privilege. Among not so many options, throwing US Dollar under the bus seems to be the least unpatriotic compared to many bad choices tried last time. At least it is not a new war.

The majority of voters are not flying to St. Barts for the weekend and they will hardly notice any changes in FED's "Strong Dollar Policy from 1913". They will not be hit with afterparty checks presented in euro. The young libertarians will continue to study Austrian economics on Twitter and play "revolution" with the myriad of sh$tcoins, so weaker dollar will not propel Gold to $10,000 any time soon, which can become uncomfortably disturbing for the lost MMT academics.

And, what is the most important, this is all not a theory anymore and the same Larry Kudlow is calling now for FED to cut 50 basis points. Nobody knows the future, but the weaker dollar and negative real rates, like they are already in Europe, will normally move Gold price higher. Central banks are buying Gold at the highest rate since Nixon closed the Gold window and frontrunning all brave libertarians who are still experimenting with their money being tortured by elliptic-curve cryptography, decentralised, distributed from them and centralised again by the super smart shadow characters on the WEB.

In this perfect picture for the next few years: when we will be promised to see the uninterrupted bull markets supported by the strongest economy, which will be pumped by the fearless FED - we have only one missing piece, according to naughty McKinsey. They have managed to find The Gold Mining Reserve Crisis.

Even sh$tcoins prophets know that supply and demand still matter and only happy hodlers can help them to distribute all hard earned founder coins to the freedom-hungry public who is still hiding on facebook from the Big Brother. Gold market manipulation will work only to a certain extent, rising demand for Gold will require more supply in order to make the increase in Gold price manageable for all organised interested parties involved.

And here we have a problem now, according to McKinsey: "Reserves by major Gold companies have declined 26% from 2012 and now below 2007 levels." M&A will be only part of the solution for some companies as it only redistributes the same Gold reserves, we need new discoveries and new elephant projects coming online just to address the gap between growing demand and available supply.

These two major trends are colliding and pushing the gold price to resume its bullish ascend: weaker dollar which is desired now in order to keep growth intact and keep debt crisis manageable; and available Gold reserves just to keep annual production enough for feeding the increased demand without Gold hitting the headlines every week.

Barrick Gold is developing together with NovaGold 40MOZ giant Donlin Gold in Alaska - "arguably the most important Gold project in the world." So where will you be looking for the new elephants? Maybe in the Alaskan Elephant Country. Barrick Gold received crucial permits to advance Donlin Gold now and this new developing mining district in the US can make the promise of "Gold In the USA" providing stable supply feasible again and it can become that solution to "The Gold Mining Reserve Crisis" McKinsey is talking about:

"The Company's strategy with the Shotgun Gold Project is to attract a partnership with one of the major gold mining companies. TNR Gold ("TNR")is actively introducing the project to interested parties," commented Kirill Klip, Executive Chairman of TNR. "We may be at the beginning of a great discovery. There is a clear path on how to move this project forward using the geological and geophysical research currently available to target drilling to expand the resource and form the basis of a preliminary economic analysis. The next step is to acquire a partner that shares our vision and recognizes the growth potential and value to be added to the Shotgun project over time."

Why More Gold M&A Is Coming: GEM Royalty TNR Gold Presentation - Gold In Alaskan Elephant Country.

Barrick Gold is developing together with NovaGold 40MOZ giant Donlin Gold in Alaska - "arguably the most important Gold project in the world." So where will you be looking for the elephants? Maybe in the Alaskan Elephant Country. Barrick Gold received crucial permits to advance Donlin Gold last week and now this story will be getting more and more interesting.

Please visit TNR Gold website 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.

PDAC 2019: TNR Gold Invites Expressions Of Interest For Shotgun Gold Project, Alaska.

"The Company's strategy with the Shotgun Gold Project is to attract a partnership with one of the major gold mining companies. TNR is actively introducing the project to interested parties," commented Kirill Klip, Executive Chairman of TNR. "We may be at the beginning of a great discovery. There is a clear path on how to move this project forward using the geological and geophysical research currently available to target drilling to expand the resource and form the basis of a preliminary economic analysis. The next step is to acquire a partner that shares our vision and recognizes the growth potential and value to be added to the Shotgun project over time."

TNR Gold Shotgun Gold Project Presentation February 2019 from Kirill Klip

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.

McKinsey and Company:

Can The Gold Industry Return To The Golden Age?

By Greg Callaway and Oliver Ramsbottom

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"The gold industry today finds itself at an inflection point between the recent era of cost-out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and the replenishment of depleting gold reserves. However, after a period of impairments, write-downs, and value destruction following the M&A frenzy of the last gold price boom, shareholders in search of improved returns and greater management accountability are unlikely to support significant M&A programs which have been the traditional mainstay of production growth and gold reserve expansion for major gold companies. The future strategic options to drive growth will differ across industry players, but all will need to consider a mix of organic and inorganic approaches if they want to return to growth in an economic and sustainable way."