LYC lynas rare earths limited

Back in the real world......

  1. 13,803 Posts.
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    Very interesting, and serious, development today that has the real potential to ultimately cut straight thru all the glossy C&P here, and even proposes to utilise Wind Gen from the wee small hours, currently wasted:

    AGL Energy will host a $500 million trial led by Japanese giant Kawasaki Heavy Industries to convert Victorian brown coal into liquid hydrogen for export in what represents a major scaling-up of efforts to commercialise the clean energy technology.

    In the initiative to be announced on Thursday at AGL's Loy Yang A coal generator in the Latrobe Valley, Kawasaki will be joined by electricity major J-Power, industrial gases producer Iwatani and Japanese government organisations.

    http://www.afr.com/business/mining/...&promote_channel=social_twitter#ixzz5CVaopENq

    Ticks all the boxes if you bother to read the article, and the Japanese & Chinese are already well advanced hydrogen fuel cell vehicles:

    "Toyota, Nissan and Honda formed a joint venture with major gas and energy firms to build 80 new hydrogen stations in the next four years to add to the roughly 100 such stations already in operation in Japan."

    http://www.dw.com/en/japan-gets-serious-about-hydrogen-fueling-stations/a-42828215

    "Wuhan is scheduled to become a world hydrogen city by 2025, with 3 to 5 world leading hydrogen enterprises and 30 to 100 hydrogen fueling stations."

    http://www.chinadaily.com.cn/a/201801/22/WS5a65538ba3106e7dcc135b88.html

    This is why I view BEV, labrats dragging half a tonne of torch batteries around plugging into the grid, as terminal fantasy and hybrid particularly now 48VMH as the ideal transitory platform until the advent of alt tech that warrants entirely new infrastructure roll out.

    HFC vehicles still push all the buttons for NdFeB powertrains with the major upside they also incorporate lanthanum in the fuel cell potentially creating an important new demand segment, Baotou already working on it > Baotou Rare Earth Research Institute > New high capacity and low self-discharge rare earth hydrogen storage alloy industrialization project.

    http://newmat.chinaiol.com/xtcl/r/1225/58190663.html

    These developments are real time, with very serious funding, would incorporate a LOT of RE, very "green" taking transport off grid, and very much the second half of next decade.

    Meantime: https://www.google.com.au/search?q=...kLbaAhUDVbwKHY2UC8QQ_AUICygC&biw=986&bih=1085

    "Any report written one year ago on 48V mild hybrids is useless because their planned USPs and technology have changed and many volume models have flooded onto the market."

    "Audi has launched the new Audi A6 Avant station wagon equipped with a standard 48V mild hybrid system"

    15 hrs ago: "SEG's biggest tech play is around a 48V mild-hybrid system it calls 48V BRM (Boost Recovery Machine), a technology developed under Bosch ownership."

    "“Our assumption is (conventional) high-voltage hybrids will begin to disappear, because the costs are too high, and be replaced by the 48V mild hybrids,” Schneider says. “For ICE optimization, the 48V system is the best regarding cost-benefit.”
    SEG forecasts 48V mild hybrids at nearly 40% of the North American market, 60% of European sales and 35% of deliveries in China by 2030."
 
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