Panic is in the air. Establishment is challenged by one of them, who knows all the Rules. Donald Trump: the first presidential candidate without Corporate Prepaid Access Card - is running wild and straight into the Oval Office. He will be elected on just one slogan "Let's stop all this BS (Banking Slang) - I did it myself". He has answers for everything, he is not asking for money anyone and he can act fast. And do not hold your nose, please; it is your country, what is left out of it after air pollution and GMO attack. He talks the language the fed up with BS people can understand. They want the real change.
Establishment is in a total shock. One of them had blown the last pieces of the built by Brothers for thousand of years Pyramid and now it is turned over on its head. It is still on the U.S. Dollar bill, but Chinese trust Gold more now. Welcome to the end of the beginning. We are finishing Information Revolution based on Internet.
Pyramid was built on the control of the information flow. Organise people, give them proper information control and entertainment. Small pyramids have been aggregated in a one big, nicely dressed and manageable for those in the know. Internet has disrupted this Centralised Information control.
Donald Trump will never go really too far, but he is the symbol that Pyramid is turned upside down. Few short years ago all your money could not buy all centralised broadcasting networks, now suddenly you do not have to do it any more. I am out of politics, but writing here about investment mega trends. We have just finished one and moving into the next one. Next Big Thing. Few billionaires are already on top of it busy adding more billions as well as all China with its military plan to dominate this space. We are talking about Power, it is based now on Centralised Energy Control. Corporate slavery and debt servitude are the last holding supporting structures after Information Control is lost, but Energy is the core. And Energy still means Oil by the large account, but not only any more. Solar and Wind power generation costs are dropping very fast down. And now we have the miracle. Lithium Technology allows us to store energy - a lot of it and use it When We Need It!
This magic device is called an electric car and Elon Musk with Tesla has demonstrated its full potential. Cheaper Lithium batteries are changing everything. Electricity is the most efficient form of Energy known to us. Now you can produce energy somewhere else, transfer it, store and use it when you need. Or even better: you can put Solar on your roof and go literally off the grid with Home Energy Storage. Utility scale energy storage systems are helping to make Solar and Wind power fully integrated into the smart grids. Lithium is the magic metal at the very heart of this Energy rEVolution and this new distributed energy generation system will bring the real energy security.
Nothing will be easy this time as usual, Inverted Pyramid is unstable by nature and after Energy rEVolution with distributed energy generation based on Solar and Wind maybe the distributed Power will be coming in place? But let's first survive the next disruption with Energy rEVolution and try to build up our middle class back with it from being totally extinguished. As with all big changes, there will be very big risks and even larger opportunities. About them are my previous pieces below.
It is time for me to come out and to put a face to this blog. I have studied my English by listening to Master Yoda in the "Star Wars" and now I have my own Lithium ones. Not a bad start, I guess, even for a movie script. Can I sell some rights or something to Leonardo DiCaprio for his upcoming blockbuster "Deception" or "Volkswagen "Clean Diesel" Cheat"? Something like my story how I am still Censored by Twitter on DieselGate? I promise - I will put all this money back into International Lithium as always. And do not you worry: the only burning thing in all this story is the ground under the feet of the Boardroom Corporate Cheaters.
But I am very bad at selling. And I am not very good with my spin either, this must be why I have never made it big with Oil. I was building "Big Grey Ships", than time has come to learn better English and I was trading pure things like Gold and Silver. Precious Rock and Uplifting Techno always kept my BSmeter sharply calibrated. Sweet memories. One very good old friend came once to me and after very expensive red asked me with the "devilish" smile: "you are not building anything any more, you are just trading all that glitter, what will be left after …" Or that smile! Now I am building again "Big White Hovercrafts" - electric ones, well not really at least yet … "Every investment is the unsuccessful speculation." This is another very expensive "joke" to share with you today. That smile was not "devilish", he was from The Other One and they saved me.
Now you know the story, everything is happening very fast these days. All our society is at the bifurcation point, we will either transgress into the higher level of consciousness really fast or all our world will be just teared apart by ourselves, but this entry is not about the High Frequencies and Brothers holding us back. There is the right time and place for everything. Today here it is all about AC/DC and our ability to store electricity: the most efficient form of energy known to us - in lithium batteries. Today we are talking about Lithium "Star Wars". Paraphrasing: "Great minds discuss ideas. Average minds discuss events. Small minds discuss people." The idea is very simple: let's stop BS just around us, just with one thing - do not put your own kids anymore in danger, there is The Solution and there is your free choice - Lithium Technology provides you with the one now.
And you do not have to do anything else in this rEVolution, no fighting required, you should not be scared - we are talking just about your driveway. "They" are very scared now - you can still read and now you have the choice. This choice is about the real Energy Security, about distributed power systems with Sun and Wind, when you buy your electric car and can charge it with Solar at home. You are getting off the Oil Needle. One electric car at a time. How will you justify another war to "bring democracy" to another country if the Oil is not needed any more? But it is not our problem. By the way, big Toyota noise about Hydrogen in Germany today is just another Needle from the same good old buddies from the Big Oil, but I will cut another track for that one later. Now you know all the story. "Good Uncles" from the boardrooms brought me from the baseline to the net and they will get a proper poaching while my strings are holding, but than you know there is always The Force.
It is time to put the face to this blog: I am the talking one, but we are legion… I will put forward a few - the brightest ones out of the trenches digging out for the Magic Metal Lithium and building the future for all of us. This future is electric and Lithium is at the very heart of it. Stay on the same wavelength. More serious music is coming. And Nope, I do not need your money - I will sort this out with Elon Musk, Warren Buffet and Leonardo DiCaprio once they are ready. Just donate your RT and keep your kids out of danger before we make electric cars for you better and cheaper than that cancer hazard fumes spitting rubbish they are trying to sell to us. Best.
"I need a really good detox now after all this "Clean Diesel" and other DieselGate scams. What can be the better remedy than listen to the people who already made it? Paraphrasing Winston Churchill: "If you are going through Hell - keep going". I am jogging through all these poisonous fumes, I am jogging … If you are interested, all my chronicles are here and you can always join me for a good work out! Watch the video."
"Exhaust from diesel engines contributes to air pollution and is a cancer hazard to humans," said Dr. Kurt Straif. Forbes.
"Dear Mr Erik Jonnaert, Secretary General of UN, sorry … of ACEA (European Automobile Manufacturers' Association), please be careful, couple of NRs like this one and those "pillars" can hit you on the head very hard! "Clean Diesel" Dream is dead, unfortunately with thousands of people killed by it. It is time to move on, not just to pretend that autos are changing, but embrace that change for real. I like all those articles now how Volkswagen moves so fast into electric cars space. I would love to believe it, but why are they signing this NR asking for delay in emissions standards implementation and lobbying in EU for The Toxic Emissions Limits to be INCREASED? On behalf of all what is left of the brain-healthy population, I tell you that we will not buy all that killing us last century oil thirsty rubbish any more. My dear girls and boys, please, do not let me down here and stay for a bit to find out why I am breaking into this smoking party here.
I can understand Auto-makers very well: they have invested Billions in the "Clean Diesel" scam and related technology. Can you imaging for them to admit now that all those plants, equipment, all that already produced cancer hazard spitting rubbish is a total waste? They do not care about you or your kids for real: just read the News Release from ACEA below. But shareholders are the different story: they will tear them apart. This is where the real worry comes and this is where is your power. All that rubbish has to be sold to somebody. I do hope that not to you any more. Just do this one thing: do not buy it - the rest we will do for you and your kids, there is the solution.
Mass media is very slow to react to this scandal, but how could they? Auto sector must be one of the largest advertisers for the mass media. There are reports that the first thing Volkswagen did was, no not EV announcements these ones came later, but their Ad Agency has threatened to pull out all advertisement from the papers reporting on Volkswagen scandal. Advertisement is going on-line now where "They" are censoring you once you start talking about the real things. By the way, I cannot really read that article on the link above on Forbes, I found it in another place and the WHO report is below for your kind attention.
So girls and boys it is all up to us. Will you allow "Them" just to take over your iPhoneor Twitter account or can they mess up with all your life? That report from WHO "Diesel Engine Exhaust Carcinogenic" is … from 2012! All we have to do now is just not to allow this BS happen around us any more, technology is here to help us. Educate yourself and help to educate others. Donate your RT, do not suffer in silence. Everybody who is still talking about more pollution coming from Electric Cars, please, do not bother - enjoy the fumes, apparently brain damage from the air pollution is the very serious issue as well now. Read more."
International Agency for Research on Cancer
World Health Organisation.
All major corporate crimes can be committed only when the masses are silent being busy digesting fast food with video games and Facebook "friends". Or deeper: when corporate slavery affects your own perspective from the cubicle so much that you think that it is Not Evil any more.
Living from cheque to cheque is not helping to build up your independence. This is why there is a War on the middle class in the West. Independent people are dangerous to the System by definition. Here comes Debt and slavery to the banks by generations only to pay off the ticket just to get on the ladder of the "American Dream".
This is what happened at Volkswagen. This is what happening with Fracking and GMO. They all affect literally billions of people on our planet. It is a corporate mass murder sanctioned by the corrupt politicians. Now we know about Volkswagen and it is already growing into the DieselGate, when nobody of auto-makers really is in compliance with toxic emissions limits. The next is coming the AutoGate, when ALL cars are emitting deadly pollutions at much higher levels than we all have thought.
And I am not talking about the socialism in any sense here, it is just the problem that we do not have capitalism in the West as well. I am not against corporations, but the corrupted HFT version of the wild corporate capitalism now is pushing more and more young people to the nihilism and socialism is on the rise in the West again. Evil minds will get into power driving the desperation again. But I am out of politics and, thanks God, we have the solution now.
Let's stop talking and let's start walking. But walking to the Solution - not just ban all the cars, get in the communes again and read with a candle. No, we do not have to do it any more, despite of Fossil Fuel corporate propaganda. Finally technology has made it possible not only to preserve "our way of life", but make it better without sacrificing anything or, what is even more important, anyone.
If somebody in Power does really want it, we have all technology and solutions available now. If somebody in Power was allowed by the Corporations who paid her ticket there - we have all the money to make it. Just take all costs of all Wars - yes, they all about Control of Energy and Oil means Energy to us even now. Add here all Trillions in tax breaks and subsidies provided to Fossil Fuel Industries. Nuclear will go here as well. Add all billions wasted on Hydrogen - it will be controlled by the same Old Big Oil, I will not even talk about the very low energy efficiency of full Energy cycle of Hydrogen To Wheel today. Add here all medical bills for cancer and other chemical pollution related deceases. It will be enough for a very good and fast start to the race into the post carbon world!
Invest this money into Electric Cars, Solar and Wind. Put trucks on the Natural Gas first and Hybrids later. Move to the real Energy Security with distributed Solar and Wind power generation. Close all coal plants and nuclear as well. Use the Sun: Solar and Wind power costs are dropping like a stones now, why do we have to live still in the stone age in cages provided by Big Oil and Fossils? It was supposed to be over - the stone age, and not due to the lack of stones, we have the technology to make it without burning fossil fuels now.
Maybe now we have a chance, finally, with all our social media? Do not hold your breath thou. There is a Kill Switch. Once you start talking about the real things, censors are here: you are just getting lost - so far so good, it is only in the social media. And it is not in China or with Putin, it is here on Twitter …
Snowden is trending with his latest revelations how "They" can take over your iPhone. "They" will take over everything if you allow it! And the last thought on social media: we have multiple choices now, but just check the quality and what kind of message do you get from all those multiple streams. It is great that you can chose, but than again GMO is claiming its victims …
Why is it so long? Because the time has come. Other people will make the choice for you as usual. I am not talking here about poor asylum seekers or millions of refuges displaced by Wars for Oil. I am talking about you driving Range Rover to the school where your kids are breathing toxic cancerogenic air from thousands of other cars around them. Where is your rage, are you mad as hell at all of them lying to us? At least for your kids? No, don't take guns, do not vote for socialists or even do not stop to drive. Just bring change, demand it, talk about it, donate your RT! Vote with your wallet. When you can, buy your electric car. Stop buying all that killing us rubbish. Just do not let "Them" decide for you again and raise 70% toxic emissions standards in order that auto-makers can just barely comply with it! Every limit of emissions is toxic and poisoning our planet.
And it is not your choice any more, The big pain is coming. Lithium Technology is here to change our world. Elon Musk will not make it all alone. We have to push our society to accept this disruption and stop burning fossil fuels to produce our energy. We have to have our "Manhattan plan" in the West to make it.
China is rising and it has the military plan to build electric cars as strategic industry. It is great … for China, but what about us? Now David Cameron is supporting Nuclear plants to be built by China in the UK and cutting Solar subsidies. Yes, stupidity is without boarders or party limits. Mark my words: it will be another one as "Clean Diesel" which was made by Labor. But "Clean Nuclear" made by Tories can be even more damaging. Just check the latest news on cancer rates from Fukushima. They have swept it under the rug already!
Two Solar companies have gone bust already in the UK with thousands of workers on the streets now. Before this shameful myopic disgrace on the part of David Cameron UK Solar Power was growing fastest in Europe. I will extend my brave experiment with ultimate emissions test to Nuclear Power vs Solar as well. I will stay with Solar Panels and politicians should go into the Nuclear Reactor Room. First step to recovery is to stop BS ourselves.
"My personal offer still stands. Ultimate emission test. Now I will extend it to all politicians and regulators as well. I will spend a night in the closed garage with Tesla Model S with "running engine." CEOs from automakers and their friends politicians are welcome to do the same with Internal Combustion Engine (NYSE:ICE) car and engine running even with the best compliance with all emission standards. I hope that Elon Musk will borrow me one Tesla while I am waiting for mine."
Do you know that Lithium Battery was developed in the West? It was commercialised by SONY in 80s and now South Korea is the leading manufacturer with Samsung and LG Chem. But China already controls 75% of Lithium Hydroxide which goes into Tesla batteries and they are moving very fast with their own Megafactories to rival Tesla with its Gigafactory to produce lithium batteries on the mass scale.
The pain is coming, you can't stop it. Internal Combustion Engines (ICE) will be dying with Fossil Fuels. It is just the law of nature. Electric Cars are better and they will become cheaper as well very soon. We can make it as a pain of growth, but who will make it? All these jobs for The Next Industrial rEVolution could be here, not just going again to China. Germany with its brilliant engineers can produce lithium batteries and electric cars and it can happen in every country. It is all here, with all numbers on the links below. Just spread the word.
But we all need your help for this change, what have you done lately?
It is the very impressive number! Tesla Gigafactory in my personal estimation will bring even this cost down to the magic $100 per kWh once it is at its full capacity. We are talking here about just few more years. And you can see similar estimations on GM graph, but by 2022. We are entering the mass market stage for electric cars.
The short answer: All cars will be electric and the rest is history. If you like some details you are welcome! Nobody knows the future. We can only speculate and try to extrapolate the existing trends into the future. I would like to remind you that all expressed opinions on this blog are my personal ones and do not reflect the official position of any companies I am involved with.
Actually, I do not have anything against oil and, particularly, those hardworking women and men who were powering our technological progress for a little bit more than one hundred years. I just hate to pay so much for my petrol - guilty, I like Big and Powerful cars. Particularly I hate that this money is going to pay for Wars and provide dirty politicians which are bathing in oil denying the climate change. And I hate that my own money will pay for the use of One Hundred Years Old Technology based on controlled explosions of Dinosaurs Poop with less than 35% efficiency: heating everything around it and chocking us all with deadly air pollution. But not for long, Elon Musk has changed everything - I can get my Big and Powerful car from Tesla now.
I am just thinking about The Next Fifty Years here on this blog. We will pay to Oil our due respect at the appropriate time, but today I would like to share with you a few observations from my latest research. Please, stay tuned - I will publish the sources for your own conclusions later.
Electric Cars have reached The Point Of No Return. Whatever happens next to Oil is not relevant any more. With more expensive oil we can have our iPod Moment chart of EV adoption rate just going even steeper. With lower price for oil we can just listen about the coming doom for electric cars for another few months and those journalists will have just a little bit more time to find another jobs. FED is hiring by the way - they will need a lot of spin to keep this Market Ball rolling. To paraphrase: the stone age has gone not due to the lack of stones … Electric Cars are just better, they are more powerful and they are getting cheaper now.
This point of no return was reached not only because of the exponential take off, finally, in sales of EVs. It was made by Elon Musk alone. Tesla Gigafactory, when Musk has committed billions of dollars with the total lack of any Wall Street accepted visibility, has changed everything. Our Holy Grail for Electric Cars is approaching very fast now. Mass market for EVs will be ignited by the dramatically reduced cost for Lithium Batteries - $100 per kWh will come with the mass production of batteries. Elon Musk has started the Lithium Race. I am writing a lot about Lithium Batteries Megafactories coming now from Foxconn, BYD, LG Chem, Boston Power, Samsung and A123.You can find all these information on my blog, just use the search engine.
My personal formula for the mass market for electric cars is 20/200. When you pay $20k for 200 miles range electric cars similar to BMW 2. It will literally kill ICE (Internal Combustion Engine) cars. The average price paid for the new car in U.S. was $23k last year. Will you pay for any ICE cars - if you can have more powerful electric one and run it so much cheaper or even almost free of charge like in the case with Tesla with Tesla Superchargers? We will not have even to consider any more any air pollution which is killing us all or call to the higher consciousness - economics will do the job. Disruption will happen very fast. People will buy what is better and cheaper - electric cars.
Actually, it is all already happening very fast. Apple is still hiding with its Electric iCar on the military base in California, but Tesla Model 3 is coming next March to Geneva Auto Show with 200 miles range and $35k price tag. GM is catching up on Tesla with GM Bolt promised to hit the production lines in the Fall of 2016 and will go for 200 miles on a charge with close to $30k price tag. Nissan Leaf is flirting with 500 km range on the testing tracks, while increasing its battery to 30 kWh for its upcoming 2016 model.
Breakthrough can come from Asia, as usual. This one is my favourite tune, as you already know. Foxconn is building a mysterious $15k Electric Car and investing almost 1 billion dollars in its production facilities for EVs in China. BYD with Warren Buffett on board is investing as well almost 1 billion dollars in its EV trucks production plants. And both companies are building their own Lithium Batteries Megafactories, as I have mentioned above.
Here where my beloved Lithium twist to the story is coming on. I will not retype all my blog and just throw a few numbers to stimulate your creative thinking. Tesla, Lithium Bottlenecks and Royalty. Stay tuned - this one is coming.
All the Lithium Demand by now is … not from lithium batteries. Lithium demand for all batteries was under 20% in 2013. It were Mobile Devices and Power Tools. Electric Cars were just not there yet. But now they are coming like a storm to take over the market. And Energy Storage is starting to print its own exponential "hockey stick" chartthanks to Tesla Energy as well.
Tesla Gigafactory alone will produce the same amount of lithium batteries capacity as the whole world in 2013! It will consume close to 17% of existing lithium supply. I have calculated that only Tesla Gigafactory, LG Chem, BYD, Boston Power and Foxconn will consume 42% of the existing Lithium Supply! Add here Samsung, A123 and … 17 new ventures in China rushing to accommodate the falling from the skies stimulus money. A lot will be wasted, but some will come on-line. This is The Next Fifty Years Plan in action.
China has announced "The War On Pollution". They have made Electric Cars The Strategic Industry. While we are here in the West were fed up by GMO in order to increase our acceptance of Shale Oil and its consequences like dramatically increased because of water pollution cancer rates and flaming water from the tabs; China has spent billions to secure the best Lithium Deposits, has built 75% of the world Lithium Hydroxide production facilities and leapfrog the ICE age straight into the post carbon EVs world powered by Solar.
Nothing is perfect anywhere and not all is lost. We have Elon Musk, but we need more of them! Who will take the challenge and will embrace the vision for The Next Fifty Years to come and join me and International Lithium Team to built the secure supply not only for China, but for the West as well? I am waiting for that call and some people are coming already into International Lithium now.
The catalyst and tipping point for EVs' mass market and launch for Energy Storage can happen very fast now. I will publish later the very interesting observation from the lithium battery world: LG Chem and Samsung are in the very fierce competition now in Asia. BYD is rising very fast and actually already has very impressive Megafactories in place and building now more in China and Brasil. There is already lithium battery overcapacity building on, they are all waiting for EVs to take off and Energy Storage will be next driven by exponential growth in Solar installations. Asian players are going for the market share. Dramatic drop in cost for lithium batteries can happen even sooner, I still leave my own estimations conservatively at $100 per kWh by 2018. Elon Musk has started this lithium Race to the bottom … of lithium battery cost. Lithium batteries will become the commodity like it happen with Solar panels. He will benefit once he takes over the mass market with Tesla Model 3.
So everything is so bright with shining Solar and we are all feeling great with Lithium intoxication? It is the interesting part. Nobody knows about Lithium Story yet, if you believe it! Simon Moores has just started his first World Battery Supply Tour by Benchmark Mineral Intelligence. You can follow it on twitter with #Benchmark2015 hash tag. I have attended last week the inaugural event in London - it was perfect location, great brilliant minds from the industry and I highly recommend to attend it in other cities. You can still catch it up in Toronto, Vancouver and meet with International Lithium Team, Singapore, Hong Kong and even in Australia. But it were only 90 people in London … in one of the financial capitals of the world. Some questions asked by the attending bankers just made me think that maybe I live it 24/7, but most are still just watching Bubble Vision. Do not get me wrong, I was too early just to make money here, but I do not like to be too late to make the difference. You are invited as well by the way. You know where to find me.
Back to my tribute to Oil. There is no Cheap Oil Left Any More. Recent War Games will come and go and I will address it later in another post. For now I will present just a few facts to digest. Five Trillion were spent on oil exploration world-wide from 2005 when conventional oil hit its peak. The crude oil just stay flat all that time, only condensates are rising. The new reality of Oil Export Capacity will add to the inevitably diminishing Returns On Energy Invested to the process of extracting oil now. Rising internal consumption in the oil producing countries is putting another strain on the oil supply. And all Shale Oil party can be over by 2020 by the way. And to understand it better you have just to listen to couple of podcasts I will publish later and see what Shell is doing in Alaska and Arctic now. Why on earth Shell is going to invest billions in the projects with such high risks which are working only with $80 oil? Are they committing the corporate suicide or just know the truth: The Cheap Oil Is Gone.
Hedge funds for sure will play oil market both ways with Iran card, but more and more insiders are taking that, actually, Iran was selling its oil all the way to the banks or Gold Vaults even during sanctions. What is left is a toxic low quality mix of oil and condensates, which is very difficult to sell, but we will see this roller-coaster very soon.
After Electric Cars, Lithium Batteries for homes like Solar Systems applications and Utility Scale Energy Storage Systems next drive for Lithium will come with Robots, but this we will discuss later. Next Fifty Years Will Be Powered by Lithium Technology.
Join the Disruption or be Disrupted. Dump The Pump - It Is Time To Go Electric.
"All good things take time, care and patience. Lithium Technology is here and Energy rEVolution is coming next to you with GM Bolt and Tesla Model 3 igniting the mass market for electric cars. Slowly, but surely we are building our Vertically Integrated Lithium Business with Ganfeng Lithium with our J/V projects in Ireland and Argentina. Now it is time for Canada to shine and that wind for our sails I was talking last Fall about is coming. We have survived during the storm on the sand bank, now we know what to do when the tide is coming. I welcome all our new Partners to International Lithium, fasten your seatbelt, we are moving forward. Read more."
Disclosure: I am/we are long TRRXF, ILHMF.