PEER NEWS -NION ( Dumont )
https://www.businesswire.com/news/home/20240118746438/en/Nion-Nickel-Advances-Dumont-Project-to-Support-Quebec-Battery-Supply-Chain
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Nickel spot and just today Copper spot = Down.
Platinum + Palladium = holding nicely.
IBERDOLA - massive company expanding worldwide.
Hydrogen + Methanol Now there's a company to link Wellgreen with....
Open the link - lots of good reading material and videos
https://www.iberdrola.com/about-us/what-we-do/green-hydrogen/puertollano-green-hydrogen-plant Another Iberdrola link - explains 3 diff types of hydrogen production.
https://www.iberdrola.com/sustainability/electrolyzer Here's one style some may not heard about -
solid oxide - inks Solid oxide electrolysis cell (SOEC)
SOECs operate at a higher temperature (between 500 and 850 ºC) and have the potential to be much more efficient than PEMs and alkaline electrolysers. The process is called high-temperature electrolysis (HTE) or steam electrolysis and uses a solid ceramic material as the electrolyte. Electrons from the external circuit combine with water at the cathode to form hydrogen gas and negatively charged ions. Oxygen then passes through the sliding ceramic membrane and reacts at the anode to form oxygen gas and generate electrons for the external circuit. Technologically they are less developed than the above.
There are other types of electrolysers that are not yet as efficient or cost-effective as the above, but have a lot of potential for development. One example is photoelectrolysis, which uses only sunlight to separate water molecules without the need for electricity. However, this device requires semiconductors that have not yet been sufficiently developed.
Here's another company selling the solid oxides - inks
All sorts of oxides - 2 pages
Platinum + Nickel are there.
Just look at how pricy just 1/g of these oxides are.
WOW - $$$$$ per gram.
Solid Oxide Fuel Cell Components
https://www.fuelcellstore.com/fuel-cell-components/sofc-materials?limit=50 So what should a junior do if... ? EV market sales are slumped
LME has plenty of Nickel tonnage
China has plenty of Nickel tonnage
Peers only seeing 10% investments ( nowhere near enough to build a mine )
BUT....
hydrogen + Methanol markets are surging. Hello.
Why would NCP have a conference booth to advertise Wellgreen when, Electrum has
significant stake - makes no sense.