Hfox1 (H) Looking Upstream & Downstream
@claudiohfox.bsky.social
Had to Leave X & 6,000+ Followers
Researcher/Analyst/Investor in Cu, Au, Ag, Lithium & Battery Metals, exploration & mining stocks on:
AIM, TSX & ASX.
EV & Battery supply chain
DLE & Renewables
Still trying to ‘Join The Dots’
Who do I know on Bluesky?
Researcher/Analyst/Investor in Cu, Au, Ag, Lithium & Battery Metals, exploration & mining stocks on:
AIM, TSX & ASX.
EV & Battery supply chain
DLE & Renewables
Still trying to ‘Join The Dots’
Who do I know on Bluesky?
Pinned
Reposted by Hfox1 (H) Looking Upstream & Downstream
Lithium-ion batteries are remaking Google’s data centers
Lithium-ion batteries are remaking Google’s data centers
Google is replacing lead-acid battery backup units with lithium-ion cells, freeing up space for more servers.
© 2024 TechCrunch. All rights reserved. For personal use only.
tcrn.ch
March 12, 2025 at 2:41 PM
Lithium-ion batteries are remaking Google’s data centers
Reposted by Hfox1 (H) Looking Upstream & Downstream
Reminder, this is one of the reasons why the felon wants Canada, we have Lithium in several Provinces in Canada.
Thunder Bay lithium refinery would create 'hundreds' of jobs: Fedeli #Ontario
Frontier Lithium plans to build facility on Mission Island
www.cbc.ca/news/canada/...
Thunder Bay lithium refinery would create 'hundreds' of jobs: Fedeli #Ontario
Frontier Lithium plans to build facility on Mission Island
www.cbc.ca/news/canada/...
Thunder Bay lithium refinery would create 'hundreds' of jobs: Fedeli | CBC News
A proposed Thunder Bay lithium refinery has taken a big step forward, getting support from both the provincial and federal governments.
www.cbc.ca
March 13, 2025 at 1:41 PM
Reminder, this is one of the reasons why the felon wants Canada, we have Lithium in several Provinces in Canada.
Thunder Bay lithium refinery would create 'hundreds' of jobs: Fedeli #Ontario
Frontier Lithium plans to build facility on Mission Island
www.cbc.ca/news/canada/...
Thunder Bay lithium refinery would create 'hundreds' of jobs: Fedeli #Ontario
Frontier Lithium plans to build facility on Mission Island
www.cbc.ca/news/canada/...
Reposted by Hfox1 (H) Looking Upstream & Downstream
“Saudi Aramco, the world’s largest oil company, is to expand its investments in lithium production in the race to build a supply chain for the metal vital for batteries to power electric cars.”
🔌💡🚗
www.ft.com/content/d349...
🔌💡🚗
www.ft.com/content/d349...
Saudi Aramco to expand investments in lithium as it diversifies from oil
World’s largest oil company in race to build supply chain for metal vital for batteries to power electric cars
www.ft.com
January 15, 2025 at 11:55 AM
“Saudi Aramco, the world’s largest oil company, is to expand its investments in lithium production in the race to build a supply chain for the metal vital for batteries to power electric cars.”
🔌💡🚗
www.ft.com/content/d349...
🔌💡🚗
www.ft.com/content/d349...
Reposted by Hfox1 (H) Looking Upstream & Downstream
Interesting warranties in a new electric car I'm reviewing in a few weeks time.
7-year/160,000km warranty on the vehicle – plus 8 years/240,000km on the high-voltage battery.
Repeat after me:
The battery will last longer than the car.
The battery will last longer than the car.
7-year/160,000km warranty on the vehicle – plus 8 years/240,000km on the high-voltage battery.
Repeat after me:
The battery will last longer than the car.
The battery will last longer than the car.
January 13, 2025 at 8:50 PM
Interesting warranties in a new electric car I'm reviewing in a few weeks time.
7-year/160,000km warranty on the vehicle – plus 8 years/240,000km on the high-voltage battery.
Repeat after me:
The battery will last longer than the car.
The battery will last longer than the car.
7-year/160,000km warranty on the vehicle – plus 8 years/240,000km on the high-voltage battery.
Repeat after me:
The battery will last longer than the car.
The battery will last longer than the car.
Reposted by Hfox1 (H) Looking Upstream & Downstream
Reposted by Hfox1 (H) Looking Upstream & Downstream
So investment from an Aussie mining company doesn't present a national security risk, but investment from a Japanese steel maker does? Is steel more strategic/critical than lithium? (mild sarcasm here) $ALTM $X $RIO
ir.arcadiumlithium.com/investors/ne...
ir.arcadiumlithium.com/investors/ne...
Arcadium Lithium Receives CFIUS Clearance for Proposed Acquisition by Rio Tinto
Arcadium Lithium plc (NYSE: ALTM, ASX: LTM, "Arcadium Lithium"), a leading global lithium chemicals producer, announced that the Committee on Foreign Investment in the United States (CFIUS) has conclu...
ir.arcadiumlithium.com
January 8, 2025 at 2:44 PM
So investment from an Aussie mining company doesn't present a national security risk, but investment from a Japanese steel maker does? Is steel more strategic/critical than lithium? (mild sarcasm here) $ALTM $X $RIO
ir.arcadiumlithium.com/investors/ne...
ir.arcadiumlithium.com/investors/ne...
Reposted by Hfox1 (H) Looking Upstream & Downstream
Maybe the most surprising chart from my article about the European battery recycling market today. In Germany, a market with no credits or subsidies for EVs, BEV/PHEVs had market shares of between 31% and 62% in three segments including SUV in 2024. Nicht schlecht!
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
January 8, 2025 at 4:22 PM
Maybe the most surprising chart from my article about the European battery recycling market today. In Germany, a market with no credits or subsidies for EVs, BEV/PHEVs had market shares of between 31% and 62% in three segments including SUV in 2024. Nicht schlecht!
www.linkedin.com/posts/hanser...
www.linkedin.com/posts/hanser...
Reposted by Hfox1 (H) Looking Upstream & Downstream
Reposted by Hfox1 (H) Looking Upstream & Downstream
"A people that elect corrupt politicians, imposters, thieves and traitors are not victims . . .
but accomplices."
(George Orwell)(Photo Credit: Malik Çelik/Pexels)
#NeverForgetJan6th
but accomplices."
(George Orwell)(Photo Credit: Malik Çelik/Pexels)
#NeverForgetJan6th
January 6, 2025 at 12:54 PM
"A people that elect corrupt politicians, imposters, thieves and traitors are not victims . . .
but accomplices."
(George Orwell)(Photo Credit: Malik Çelik/Pexels)
#NeverForgetJan6th
but accomplices."
(George Orwell)(Photo Credit: Malik Çelik/Pexels)
#NeverForgetJan6th
Reposted by Hfox1 (H) Looking Upstream & Downstream
Quebec, Canada is leading North America in EV adoption with 33% market share of new car sales—higher than even California! ⚡ Powered by renewables, massive lithium deposits, and a 2035 gas car ban firmly set, Quebec is charging ahead toward a sustainable future. 🍁🔋 #EVRevolution #Quebec #Lithium #EV
Quebec will ban gas engines in cars starting in 2035 – or sooner?
Quebec has passed a stronger gas-engine ban than the rest of Canada, which won't even allow new plug-in hybrids starting in 2035.
electrek.co
December 20, 2024 at 2:54 AM
Quebec, Canada is leading North America in EV adoption with 33% market share of new car sales—higher than even California! ⚡ Powered by renewables, massive lithium deposits, and a 2035 gas car ban firmly set, Quebec is charging ahead toward a sustainable future. 🍁🔋 #EVRevolution #Quebec #Lithium #EV
Reposted by Hfox1 (H) Looking Upstream & Downstream
Mercedes-Benz new CLA EV promises 800 miles of driving range with 20 minutes charging
Mercedes-Benz new CLA EV promises 800 miles of driving range with 20 minutes charging
Mercedes is preparing to reveal what’s expected to be its most important EV in just a few months. The 2026 Mercedes-Benz CLA EV will “set standards” in terms of range, efficiency, and charging. According to the engineers, the new EV can travel nearly 800…
electrek.co
December 16, 2024 at 7:07 PM
Mercedes-Benz new CLA EV promises 800 miles of driving range with 20 minutes charging
Reposted by Hfox1 (H) Looking Upstream & Downstream
fastest charging vehicle in Europe at €54K
13 min to 80%🔋🔋
#alwaysbecharging
#Deutschland are you ready?
13 min to 80%🔋🔋
#alwaysbecharging
#Deutschland are you ready?
December 16, 2024 at 12:21 PM
fastest charging vehicle in Europe at €54K
13 min to 80%🔋🔋
#alwaysbecharging
#Deutschland are you ready?
13 min to 80%🔋🔋
#alwaysbecharging
#Deutschland are you ready?
Reposted by Hfox1 (H) Looking Upstream & Downstream
The Department of Energy's Loans Program Office has the pedal to the metal, racing to get these loans out the door. #EV
Three weeks ago, $6.6B for Rivian Two weeks ago, $7.5B for Stellantis/Samsung. Today, $9.6B for Ford and BlueOval SK.
Three weeks ago, $6.6B for Rivian Two weeks ago, $7.5B for Stellantis/Samsung. Today, $9.6B for Ford and BlueOval SK.
Coming across the @bloomberg.com terminal wire - seems like the DOE LPO just finalized another loan, this time for Ford's battery plants ($9.63 billion): www.energy.gov/lpo/articles...
DOE Announces $9.63 Billion Loan to BlueOval SK to Further Expand US Manufacturing of Electric Vehicle Batteries
LPO Loan will Finance Construction of Three Manufacturing Plants in Tennessee and Kentucky to Scale Battery Production, Create New, Good-Paying, High-Quality Jobs and Deliver New Economic Opportunitie...
www.energy.gov
December 16, 2024 at 3:27 PM
The Department of Energy's Loans Program Office has the pedal to the metal, racing to get these loans out the door. #EV
Three weeks ago, $6.6B for Rivian Two weeks ago, $7.5B for Stellantis/Samsung. Today, $9.6B for Ford and BlueOval SK.
Three weeks ago, $6.6B for Rivian Two weeks ago, $7.5B for Stellantis/Samsung. Today, $9.6B for Ford and BlueOval SK.
Reposted by Hfox1 (H) Looking Upstream & Downstream
🚨 Milestone alert 🚨
Lithium ion battery demand has surpassed 1TWh for the first time!
On the back of a record month for EV sales and strong BESS deployments in November, global demand for the year has surpassed the 1TWh mark, a milestone narrowly missed in 2023.
#battery #lithium
Lithium ion battery demand has surpassed 1TWh for the first time!
On the back of a record month for EV sales and strong BESS deployments in November, global demand for the year has surpassed the 1TWh mark, a milestone narrowly missed in 2023.
#battery #lithium
December 16, 2024 at 4:04 PM
Reposted by Hfox1 (H) Looking Upstream & Downstream
With 2024 EV sales in the EU in decline, the work required to meet 2025 emission targets is significant. Based on current sales OEMs would face huge fines.
Pressure is ramping up on the upcoming legislation, with calls for carmakers to get relief from fines for next year.
#EV
Pressure is ramping up on the upcoming legislation, with calls for carmakers to get relief from fines for next year.
#EV
December 12, 2024 at 9:22 AM
With 2024 EV sales in the EU in decline, the work required to meet 2025 emission targets is significant. Based on current sales OEMs would face huge fines.
Pressure is ramping up on the upcoming legislation, with calls for carmakers to get relief from fines for next year.
#EV
Pressure is ramping up on the upcoming legislation, with calls for carmakers to get relief from fines for next year.
#EV
Reposted by Hfox1 (H) Looking Upstream & Downstream
It took lots of hard work, and un-learning old habits, to walk back GM’s disastrous electric 2023.
CEO Mary Barra was up for the challenge, and earns our 2024 Person Of The Year: insideevs.com/news/743774/...
CEO Mary Barra was up for the challenge, and earns our 2024 Person Of The Year: insideevs.com/news/743774/...
Why GM CEO Mary Barra Is Our 2024 Person Of The Year
It took lots of hard work, and un-learning old habits, to walk back GM’s disastrous electric 2023. Its CEO was up for the challenge.
insideevs.com
December 11, 2024 at 9:14 PM
It took lots of hard work, and un-learning old habits, to walk back GM’s disastrous electric 2023.
CEO Mary Barra was up for the challenge, and earns our 2024 Person Of The Year: insideevs.com/news/743774/...
CEO Mary Barra was up for the challenge, and earns our 2024 Person Of The Year: insideevs.com/news/743774/...
Reposted by Hfox1 (H) Looking Upstream & Downstream
There will be battery manufacturing in Europe, including jobs, investment and all the good things that go with that.
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
December 11, 2024 at 3:28 PM
There will be battery manufacturing in Europe, including jobs, investment and all the good things that go with that.
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
Reposted by Hfox1 (H) Looking Upstream & Downstream
Reposted by Hfox1 (H) Looking Upstream & Downstream
Regarding this headline, I'd say maybe so, maybe not. Hard to believe the new administration would throw away so much potential. Ditto for the battery supply chain.
www.ft.com/content/e478...
www.ft.com/content/e478...
US chipmaking boom in doubt after Biden’s defeat
Executives wary after president-elect Donald Trump criticised subsidy programme in Chips Act as a ‘bad’ deal
www.ft.com
December 10, 2024 at 5:37 PM
Regarding this headline, I'd say maybe so, maybe not. Hard to believe the new administration would throw away so much potential. Ditto for the battery supply chain.
www.ft.com/content/e478...
www.ft.com/content/e478...
Reposted by Hfox1 (H) Looking Upstream & Downstream
In 2022, a spike in lithium & nickel prices halted 20 yrs of steady cost reductions in batteries. Now, investments in metal/material production have put the world back on a path toward ever cheaper batteries and EV demand growth. But, this has been dominated by China, and the US is playing catch-up.
The results from BloombergNEF's 2024 lithium-ion battery price survey are out. Lithium-ion battery pack prices dropped 20% from 2023 to a record low of $115 per kilowatt-hour. This is the largest decline observed in our survey since 2017. 🧵⬇️
December 10, 2024 at 4:29 PM
In 2022, a spike in lithium & nickel prices halted 20 yrs of steady cost reductions in batteries. Now, investments in metal/material production have put the world back on a path toward ever cheaper batteries and EV demand growth. But, this has been dominated by China, and the US is playing catch-up.
#Ghana🇬🇭 General Election 2024
👉The ruling New Patriotic Party (NPP) conceded defeat to the opposition National Democratic Congress (NDC)
#AtlanticLithium awaits RATIFICATION of its #Mining licence @ #Ewoyaa #Lithium project but markets like GE result.
#ALL up📈 13.2%
www.bbc.com/pidgin/artic...
👉The ruling New Patriotic Party (NPP) conceded defeat to the opposition National Democratic Congress (NDC)
#AtlanticLithium awaits RATIFICATION of its #Mining licence @ #Ewoyaa #Lithium project but markets like GE result.
#ALL up📈 13.2%
www.bbc.com/pidgin/artic...
December 9, 2024 at 12:26 PM
#Ghana🇬🇭 General Election 2024
👉The ruling New Patriotic Party (NPP) conceded defeat to the opposition National Democratic Congress (NDC)
#AtlanticLithium awaits RATIFICATION of its #Mining licence @ #Ewoyaa #Lithium project but markets like GE result.
#ALL up📈 13.2%
www.bbc.com/pidgin/artic...
👉The ruling New Patriotic Party (NPP) conceded defeat to the opposition National Democratic Congress (NDC)
#AtlanticLithium awaits RATIFICATION of its #Mining licence @ #Ewoyaa #Lithium project but markets like GE result.
#ALL up📈 13.2%
www.bbc.com/pidgin/artic...
Reposted by Hfox1 (H) Looking Upstream & Downstream
Ghana Elections: While official election results are yet to be announced, governing party candidate and Vice-President Mahamudu Bawumia has conceded defeat, says he has congratulated opposition candidate, John Dramani Mahama.
December 8, 2024 at 1:09 PM
Ghana Elections: While official election results are yet to be announced, governing party candidate and Vice-President Mahamudu Bawumia has conceded defeat, says he has congratulated opposition candidate, John Dramani Mahama.
Reposted by Hfox1 (H) Looking Upstream & Downstream
Couple of things. Never heard of this newsfeed before. Anyone?
But the dreadful bucket of tired old FUD these drongo’s have slipped out is just part of a drip drip campaign to try and delay the inevitable. Sigh.
But the dreadful bucket of tired old FUD these drongo’s have slipped out is just part of a drip drip campaign to try and delay the inevitable. Sigh.
December 9, 2024 at 11:51 AM
Couple of things. Never heard of this newsfeed before. Anyone?
But the dreadful bucket of tired old FUD these drongo’s have slipped out is just part of a drip drip campaign to try and delay the inevitable. Sigh.
But the dreadful bucket of tired old FUD these drongo’s have slipped out is just part of a drip drip campaign to try and delay the inevitable. Sigh.
Reposted by Hfox1 (H) Looking Upstream & Downstream
Disruption isn't linear. The shift from horse-drawn carriages to cars took 20 years from 5% to 80% adoption. The EV transition will be faster due to rapid tech advancements, existing infrastructure, & informed consumers. EVs will dominate by 2030. #EV #Disruption
evcurvefuturist.com/2024/12/the-...
evcurvefuturist.com/2024/12/the-...
December 8, 2024 at 12:02 AM
Disruption isn't linear. The shift from horse-drawn carriages to cars took 20 years from 5% to 80% adoption. The EV transition will be faster due to rapid tech advancements, existing infrastructure, & informed consumers. EVs will dominate by 2030. #EV #Disruption
evcurvefuturist.com/2024/12/the-...
evcurvefuturist.com/2024/12/the-...
A very optimistic view on #USA being able to #refine & process all its #Lithium supply in 🇺🇸 by 1930s.
Mining all the HR #Spodumene, Clay & #Brine deposits first is a huge hurdle in itself let alone processing it all.
#Permitting
#Local
#Political
#Indigenous issues
+
#Technical refining Issues
Mining all the HR #Spodumene, Clay & #Brine deposits first is a huge hurdle in itself let alone processing it all.
#Permitting
#Local
#Political
#Indigenous issues
+
#Technical refining Issues
We are also on track to processing all of our Lithium here in the United States in the early 2030s. We are also diversifying graphite, nickel, manganese and other mineral supply chains. The 30D tax credit is important to support domestic demand. www.energy.gov/lpo/critical...
CRITICAL MATERIALS PROJECTS
Tackling Mission Critical: LPO investments in critical materials projects help create quality American jobs and secure domestic supply chains for the clean energy future
www.energy.gov
December 8, 2024 at 10:15 AM
A very optimistic view on #USA being able to #refine & process all its #Lithium supply in 🇺🇸 by 1930s.
Mining all the HR #Spodumene, Clay & #Brine deposits first is a huge hurdle in itself let alone processing it all.
#Permitting
#Local
#Political
#Indigenous issues
+
#Technical refining Issues
Mining all the HR #Spodumene, Clay & #Brine deposits first is a huge hurdle in itself let alone processing it all.
#Permitting
#Local
#Political
#Indigenous issues
+
#Technical refining Issues