Will Solar rESScue Lithium?! w/ Morgan Bazilian

[@peterjohn5834]

Rodney and Howard you have really kicked a goal here with this expert in an established and credible industry. The School of Mining whether located in the US, Canada or Australia has significant and unqualified credibility. No hype, no political spin or sectional lobby interests in this one. Great job, no superb job fellows. Thank you for your intellectual interests.

[@RockStockChannel]

Thanks Peter, appreciate the comment!

[@ajitv3263]

Looking forward to your discussion on the recently approved loans to Lithium miners in the US

[@jemezname2259]

I have a small ranch in Northern New Mexico. I am completely off grid because the local coop won't allow solar on their system. So screw them. My 10 kW system with 60 kWh of batteries has provided all my electric needs for the past two years. I haven't even needed a backup generator. And I use a lot of electric energy with an electric oven, induction cooktop and a heatpump. And I never have power failures unlike my grid connected neighbors. Now that is freedom.

[@RockStockChannel]

Amazing! Thanks for sharing your personal experience!

[@benlamprecht6414]

Thanks for yet another excellent interview

[@zotter2542]

I my country electricity prices vary throughout the day. I have an hourly contract and a battery from Zonneplan that trades with the electricity prices automatically. When demand is high, my battery delivers to the net. When prices are cheap, or even negative it charges up. I love this system and it pays for itself.

[@RockStockChannel]

Thanks. What country?

[@zotter2542]

@RockStockChannel Netherlands. Right-wing extremism is trying to stop everything, but people like making money and you see the market shifting to batteries.

[@jayconway8016]

@@zotter2542a number of studies have confirmed it’s now cheaper to go all electric in New Zealand. (Even if you have to borrow the money for the panels / EVs etc…)

[@zotter2542]

@@jayconway8016 Yep. That's because in every way it's more efficient.

[@APPA1]

Great questions presented to Morgan Brazilian. Morgan answered them brilliantly with a scientific impartial viewpoint. Its a shame he couldn't put a time frame on China internal build out for ESS as this could be inline when China government changes to ESG starts to cut back on intergrated lepidolite mining. Howard last question was very interesting last bit of summation by Morgan summed up eloquently.

[@RockStockChannel]

Thanks. Glad you found it useful

[@maladaptedmalarkey]

Interesting perspective on the sociotechnical dimension. Certainly an interesting framing to explain the incredible deployment speed of PV despite all the handwringing over purely technical or purely financial framings, both of which seem to imply PV shouldn’t scale at the speed or extent that it is.

[@RockStockChannel]

Thanks. Solar growth seems unstoppable.

[@oldtimer7979]

industrial, utility and residential solar all require storage so this should help lithium demand.

[@plantpotpeople]

The Safire Project. Aureon Energy Ltd.

[@RockStockChannel]

@@plantpotpeople thanks

[@jack0dds11]

Should talk about enhanced geothermal.

[@grizzlymartin1]

Awesome discussion.

[@grizzlymartin1]

At the 15 minute mark roughly, the discussion around variability is a bit odd, because they never talk about Peaker plants in the coal energy generating industry. Peaker plants are required the same way the variability options and renewables are. So it’s odd that no one ever brings this up.

[@RobbyBobcat]

Great interview. With solar manufacturing one element never mentioned is tellurium. I invested in a company here in US producing this. First Tellurium. Whats your opinion?

[@RockStockChannel]

Thanks - have never looked at tellurium. First Tellurium has very small market cap and limited liquidity according to Yahoo Finance. And is not yet producing but exploring. Thanks for the heads up.

[@RobbyBobcat]

@@RockStockChannel Rio Tinto runs one of only 2 refineries in US and recovers Tellurium at its Kennecott mine I believe in Utah

[@RockStockChannel]

@@RobbyBobcat thanks

[@RobbyBobcat]

@@RockStockChannel always a pleasure watching and exchanging more elements in the mining sector. I hope some day all these companies I bought shares in will bear fruit.

[@whaaaaaaaaaaaaaaaaaaaaaaaaaaa]

Surpassing electricity from natural gas by 2030 and coal by 2032? That's highly doubtful. Projecting linear trends is questionable but projecting exponential growth is dubious. Global investment in solar is more than all other energy sources combined yet only produces 6% of global power (nameplate capacity or actual production?) What type of investment is needed to increase solar power by 500%? And that doesn't include battery investment needed to make it viable. Furthermore, with that massive investment and modern mercantilism policies, ~100 solar industry companies have gone bankrupt in the past year alone. The academic that has never ran a business claims it's bad management, I'm guessing it's pie in the sky claims that don't always pan out in reality.

[@grizzlymartin1]

The sun makes up 99.6% of the total mass in our solar system. And in one hour the Earth receives enough energy to power the entire planet for one year. The Earth is literally a battery. Not figuratively, literally. Science is slowly, but surely learning that we don’t need to replicate the Sun, but instead simply tap into what is already there…here. Suggested read: The Blue Machine by Helen Czerski.

[@grizzlymartin1]

Watching through a second time. In your opening Howard, and then in Morgan’s closing words, I am left with a unsettling question I would hope is addressed by experts like yourselves, in time. My question is prefaced on the sun’s energy being “free.” IMO, this is the main control of market/political forces because these forces struggle (primarily) how to “control” this “free” asset. May sound trite, but IMO it is very, very relevant.