Genlith, Inc.

“Our mission is to fund, accelerate and enable a sustainable New Energy Ecosystem.”

[Mitchell Smith @MitchSmithVanc]

As the world moves to meet stringent targets for cutting carbon emissions - partly by phasing out internal-combustion-engine cars - demand for #lithium #cobalt & #nickel vital for #EV #batteries will soar, raising the prospect of shortages.
@Reuters $GEMC
https://t.co/AbF3A9h6Dg

[Genlith, Inc. @GenlithInc]

Copper is a critical metal for many industries but particularly for the New Energy Transition.
Below is a great schematic demonstrating the ways that it is processed. #copper

[Genlith, Inc. @GenlithInc]

Mining Stocks Gleam As Copper, The Red Metal, Becomes The ‘Green Metal’ | Investor's Business Daily #copper https://t.co/8DtxF4jkEq

[Genlith, Inc. @GenlithInc]

Column: Cobalt, Congo and a mass artisanal mining experiment | Reuters #cobalt https://t.co/y7XFEvjxEk

[Genlith, Inc. @GenlithInc]

Britain set to stockpile metals for electric cars to beat Chinese threat -The Telegraph | Reuters https://t.co/kQQrXs9rrC

[Genlith, Inc. @GenlithInc]

The world risks ‘running out of copper’ — and here’s how high prices may rise as the economy reopens, BofA warns - MarketWatch. #copper https://t.co/hRT3UbsyaT

[Genlith, Inc. @GenlithInc]

Chile output falls for 10th consecutive month, adding fuel to copper price rally - https://t.co/ZkkrcOl0Zx #copper https://t.co/9jAAPdfZSL

[Mitchell Smith @MitchSmithVanc]

The price of #cobalt has jumped 40% so far this year on persistent demand from electric vehicle #EV makers, underlining the challenge in reducing reliance on the rare metal to make #batteries for longer-range cars.

@hjesanderson | @FT | @EnergyMetals

https://t.co/orOBwdg1JY

[Genlith, Inc. @GenlithInc]

This older graph (2014) from the from the U.S. Energy Information Administration (EIA) provides amazing context.
Let this sink in: Pre-1850, it was WOOD !!!!!!

https://t.co/xUY45Eijoo

#renewables #solar #solarenergy #innovation #renewableenergy

[Marimaca Copper Corp @Marimaca_Copper]

The reasoning of analysts at the investment bank is that copper will play a key role in the rush to replace vehicles with internal combustion engines with electric vehicles (EVs) as well as being essential in everything else which uses electricity.

https://t.co/mVDL9RITqg

[Cerro Dominador @CerroDominador]

Cuando te digan que en Chile no hay innovación en energías renovables, muéstrales esta foto. Primera Planta termosolar en America Latina. ¿Guapa o no?
#sincronizacion

[Andrew Miller @amiller_bmi]

For all the talk of #cobalt free #batteries, 66% of all new #cathode capacity in construction today is targetting cobalt-containing chemistries. No 1 size fits all for passenger #EVs but to meet energy density, charging etc needs, NCM/NCA still pivotal: https://t.co/NVJfC2OtsQ

[Genlith, Inc. @GenlithInc]

Credit Suisse sees a 'multi-decade' investment opportunity in clean energy https://t.co/eXuPHN6j06

[Genlith, Inc. @GenlithInc]

After an incredible 2-year run, many New Energy Indices have taken a slight hit in 2021.

The chart below shows the YTD returns of the top New Energy Indices.

Blue Horizon's New Energy Economy 100 Index is the top performer. #newenergy

https://t.co/q6pv3mEesd

[Jervois @Jervois_Global]

.@Ereguly of the @Globeandmail argues that access to #cobalt will become so important that it may drive miners and #carmakers to merge. Most cobalt is mined in DRC and refined in China. Who will soon be supplying ethical U.S. cobalt?

$JRV

[Genlith, Inc. @GenlithInc]

https://t.co/FLEbodRjIo

#lithium #cobalt # nickel

[Genlith, Inc. @GenlithInc]

Copper is 'the new oil' and could reach $15,000 by 2025 as the world transitions to clean energy, Goldman Sachs says | Markets Insider https://t.co/Aovaz0ccEc

[Genlith, Inc. @GenlithInc]

Potential-dependent switch aids water-splitting using cobalt-oxide catalysts - https://t.co/npwKSr4tMQ https://t.co/tflgUr1NHp

[Simon Moores @sdmoores]

It’s official: we are now at 200 #EV battery megafactories / gigafactories in the pipeline - @benchmarkmin

But how much lithium, graphite, cobalt, nickel, cobalt, manganese will this need? a lot

👀 https://t.co/t8n6Caf1BA

[Albert Cheung @albertwycheung]

We've just announced the winners of the 2021 @BloombergNEF Pioneers competition! These 12 innovative companies are well worth following, as they are tackling some of the most important challenges on the road to net zero.
https://t.co/pTcmVGL4ey