Energy

The Future of U.S. Energy Independence

Historically, access to energy has been of strategic importance as countries that are not energy independent are subject to embargos, shortages, and political blackmail. In years past, wars were fought over land that produced oil and gas, but more recently we have seen battles like those in Ukraine where the battle was for the land that held pipelines transporting the gas. So, one reason that being energy independent is so important is that it makes your country more secure. But it also makes it less susceptible to price increases.

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Is Bill Gates Right On Energy Investing?

Not long ago, Bill Gates offered some investment advice. That, in itself, constitutes news, but the content and the reactions make up a more interesting story. Gates told the Financial Times, in essence, that investors who want to do something about climate change should stop making up lists of companies they do not want in their portfolios based on involvement in fossil fuel production or use. They should, instead, invest in disruptive technologies that will provide actual solutions to climate change.

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China Vanadium Battery Factory

Move Aside Lithium – Vanadium Is The New Super-Metal

The lithium ride was a great one. Cobalt, too. All they needed was their Elon Musk moment, which came in the form of the Nevada battery gigafactory. The next Elon Musk moment won’t be about lithium at all—or even cobalt. It will be for an element that takes everything electric to its revolutionary finish line: Vanadium.

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Lithium

A New Lithium War Is About To Begin

It’s the modern gold rush. Around the world, the most sought-after mineral isn’t a precious metal, nor is it oil and gas…it’s lithium. Lithium, or “white petroleum” as some call it, has become a crucial element in today’s high-tech economy. Demand for lithium is soaring, and producers are frantically searching for new sources of supply. Prices have doubled in the last two years, rising as high as $16,500 per ton.

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Solar Hot Water

Will Solar Energy Finally Catch On?

The idea of using solar power is a popular one. Not only is it eco-friendly, but the hope is that it can also save your household a significant amount of money. But the idea of using solar power is not new. The first solar hot water heater was created by Clarence Kemp of Baltimore who painted a tank black and enclosed it in a wooden box thus creating the first known “batch water heater”.

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Electric Car War Sends Lithium Prices Sky High

For once, we have agreement across the board on a commodity: Demand for lithium will continue to rise throughout the year–and beyond–spurred by the rise of battery mega/gigafactories and a burgeoning energy storage business that will change the way we live.

That’s why Goldman Sachs calls lithium the “new gasoline”. It’s also why The Economist calls it “the world’s hottest commodity”, and talks about a “global scramble to secure supplies of lithium by the world’s largest battery producers, and by end-users such as carmakers.”

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