Given AlScN is in its infancy this is an interesting development. If AlScN becomes the ‘go to’ chip then scandium demand soars even higher and the fight of control begins. Not just The West v China for defence, but a 4 way battle of the titans including also the Mag7 and SOFC developers powering Ai.
Yep, where will Bloom $BE get their 80T of Sc per GW? Even with ‘thrifting’ and at 1GW Bloom needs more scandium than the world can currently supply. @Bloom_Energy say they are scaling up to the 5GW range. That would be 400T of scandium! ⏰⏰⏰ are ringing! @robert_ivanhoe@KaiserResearch@SunriseMetals
New data centers need power now, but grid connections can take years.
Fuel cells are bridging the gap behind the meter, with a $30B market emerging.
Read Rystad Energy’s latest on demand, costs, emissions and scandium risk: https://t.co/IJUOxo4GiK
#DataCenters#FuelCells
Sam Riggall, CEO of @SunriseMetals appeared on Bloomberg TV Monday, June 15, to discuss our Syerston Scandium Project and G7 countries’ plans to reduce their dependence on China for critical metals…One could benefit by listening carefully to his conversation…
Sunrise’s Syerston Scandium Project is the largest and highest-grade deposit of scandium in the world. As G7 countries seek to reduce Chinese supply for rare earths like scandium to a maximum of 60%, Sunrise will serve as an alternative, given that China currently produces approximately 85% of global supply. Sunrise’s deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global scandium demand for many decades to come.
Scandium’s absolutely critical applications are numerous and significant: both in defense (where it is primarily used as a lightweight yet incredibly strong alloy in military and space applications) and for thousands of civilian applications (such as Radio Frequency filtering chips to enable 5G and 6G wireless, and Solid Oxide Fuel Cells to produce energy efficiently).
Scandium is also integral to the future of AI…Sunrise is a cornerstone investor in @AgniSemiAI, the company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminum scandium nitride (AlScN). Agni will produce the most energy-efficient non-volatile memory chips on the market, facilitating the massive rollout of AI that is only set to consume more energy and memory as models continue to snowball…Agni’s chips can operate up to 600ºC, which have the potential to benefit the geothermal drilling technology we are developing at @IPulseGroup. In scandium’s critical applications, there is no known substitute metal that can deliver the same level of efficiency.
Founding and serving as Chairman of our companies is a passion. Like I-Pulse, @SunriseMetals is not only a mining company; Sunrise will also become a leading technology powerhouse in all things scandium as we make strategic investments in the downstream scandium value chain. The importance of this rare earth metal that you may have just heard of cannot be overstated.
Now is the right time to learn more about Sunrise Energy Metals…
Sunrise is the most exciting mining company right now.
I first met CEO Sam Riggall when we were developing the Oyu Toigoi copper project in Mongolia 🇲🇳. Back then Sam was in charge of Strategic Planning for Rio Tinto.
I have since worked with Sam as Founder and Chairman of @SunriseEnergyMetals from the very beginning. Today, Sunrise is the best performing mining venture in the world... and soon it will explode into a leading technology developer with government support. Sunrise’s Syerston Scandium Project is a globally unique orebody, which is under construction in one of the best places on the planet to build a mine... Australia 🇦🇺. We have more exciting developments to come. Watch this space…
We are excited and privileged to have invested in Agni Semiconductors LLC.
https://t.co/Ocw4TaRGRT is a US-based, private company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminium scandium nitride (AlScN).
Normal memory chips disintegrate at 200°C. Agni are developing chips that operate at up to 600°C, making them ideal for heavy duty, high temperature applications, such as geothermal drilling, hypersonics, ballistics and satellites. As a form on non-volatile memory, these chips are extremely energy-efficient, addressing one of the key physical constraints to AI, which is energy consumption.
The investment by @SunriseMetals will increase its exposure to emerging scandium-enabled semiconductor technologies and advances our strategy of participating in the downstream value chain for scandium produced from our 100% owned Syerston Scandium Project in Australia.
The successful development of Agni’s technology will also have significant benefits in developing our G-Pulse geothermal drilling technology, which we are advancing at @IPulseGroup. This technology will enable us to drill deeper into our earths crust, unlocking significant, abundant geothermal electrical power in places where we currently can’t reach.
It was a pleasure for Sunrise Energy Metals’ CEO Sam Riggall to appear on Bloomberg TV to discuss scandium, rare earths, and the G7’s conversations around these critical topics.
Sam discussed the need for the G7 to continue to invest in new projects to gain independence from China for rare earths.
“There is very strong support coming out of the U.S. at the moment. And as we saw last year at the G7 meeting, which is currently being held, the discussion was very much focused on how to incentivise enough new Western capacity to address our supply and demand issues,” CEO Sam Riggall told @BloombergTV Anchor @VonnieQuinn. “The discussion this year is going to be quite different. Once you accept that Western supply will be built, the issue then very quickly becomes how do you make it sustainable over the long run?”
Sunrise Energy Metals is developing the Syerston Scandium Project, the world’s largest and highest-grade deposit of scandium that will be developed as a primary mine source instead of a by-product. Located in the Australian state of New South Wales, our deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global demand for decades to come.
Watch the full interview here: https://t.co/ffZyfoFUje
Find out more about Sunrise Energy Metals’ Syerston Scandium Project: https://t.co/eEPs4OLjvg
#G7 #RareEarths #SupplyChains #Technology #Scandium #Interview