CHINA - METHANOL Look to the right - investors preached EV
Look to the left - world changing to Methanol
Here's Why China is Betting Big on Methanol
Renewable methanol fuel could become a part of our future low-emissions energy mix,
cutting CO2 emissions by up to 95 percent according to the Methanol Institute, an industry trade association.
In 2019, the Chinese government issued guidelines on methanol as a vehicle fuel, encouraging its use for official cars, taxis, and short-distance buses. This prompted a rollout of methanol vehicles and infrastructure across the country– Shanxi Province, for instance, is building
more than 200 methanol refuelling stations by the end of the year. China now uses methanol as a vehicle fuel in blends
ranging from five percent to 100 percent (‘M5' to ‘M100'), with a view to encouraging the take-up of entirely methanol-powered vehicles.
Methanol has seen limited adoption elsewhere in the world, despite experimentation in the US in the 1980s and 1990s, which saw the successful deployment of cars and buses using 85 percent methanol. A 15 percent methanol blend in gasoline is allowed in Israel, while other countries introducing or considering introducing significant methanol blending include Egypt, India, Italy, New Zealand and Trinidad.
To fulfil its promise as a more sustainable fuel, however, production will need to shift away from its current dependence on fossil-based feedstocks (which represent 95 percent of current methanol production).
https://www.ief.org/news/heres-why-china-is-betting-big-on-methanol
There are numerous ( China Methanol ) articles.
Do search them out.
It is my belif,
Methanol will allow each country to produce their own Methanol fuel.
A form of dereg of inter dependence on oil shipments.
Countries will wesn from petro to methane.
North America is still hanging onto the EV hype
While China has already gone through that bubble and is on to, Methanol.
Being a first mover in north america = could benefit.
That massive circular mettalic hydrogen producing cathode plates
Imagine supplying 100 hydrogen plants that need 10 ( 12 ft disks )
nickel coated in platinum ?
Or.... redesigning a fuel pump ( like gas stations )
where each fuel pump has its own hydrogen production
blended to produce methal - on demand.
The fuel pump housing is a step down scale - small methanol plant.
Carbonic acid + distilled water in ground tank
Hydrogen unit housed in, fuel pump.
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Our problem with the handful of nickel deposits in, Canada ?
Juniors inviting in Stakeholders.
Stakeholders want shares for money.
Several Stakeholders
Each with a piece of the junior.
$50 +/- million total vested ( or less )
Stock supressed
Board / Directors installed by Stakeholder
= Projects eventually are % owned on the cheap
= Versus $2-$3 billion buyouts
Throw in, Gov't offering 30% incentives ( or more like wanting 30% )
Several Stakeholders
= Spells hoarding projects - unfair to common shareholders
Never enough funds to build or buy the project outright.
Just enough to keep it going and take more % and dilute
= takes from shareholders
How i see it
Wellgreen is worth a mint.
Yet... look at our valuation.
I'd be embarrassed if i was managing wellgreen.
How does one ever move the needle with the last pfs ?
= has to be revamped.
Are other nickel juniors pumping out the news ?
Yes.
Yet... look at FPX
stock went down on, news of - $14.4 million stakeholder funding.
Again.... not enough to build mine, just enough to take more % ownership + dilute.
Any wonder why Chinas and LME's nickel stockpiles are full ?
Nickel prices not moving ?
They're shifting to Methanol.
And here we sit with nickel + plats doing what....?
Ideal metals to produce green hydrogen....
Why iI bet....
our junior is still stuck in, 2017still thinking - EV's.
Cheers....