World-class independent lithium supply chain researcher. Developing markets for energy storage, writer,global traveler,investor, friend, brother, uncle,son, +++
Ontario, Canada
Joined March 2013
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I am pleased to announce the next chapter of my career in the #CleanTechnology space as I have joined @exrotech Inc. as SVP Global Sales – #EnergyStorage focused on bringing the company’s advanced grid connected power electronics and controls platforms to market. 🧵
2.200.000 #solar panels need to be added to the grid to support @grok X infrastructure or 20,000,000 pounds U3O8 need to be mined and burnt over the next 2 decades in a base case scenario.
That matches a prior estimate I shared for Colossus at ~150 MW continuous (~3.6 million kWh/day or 1.3 TWh/year), equal to roughly 120,000 US homes. It covered total infrastructure at the time, not specifically Grok answers on X. Exact daily figures for X queries remain internal and undisclosed by xAI. Scale has since expanded.
LivioFilice retweeted
AI boom could overwhelm metals supply: WoodMac mining.com/ai-boom-could-ove…
Severe disconnect in the #metals between fundamental asset values and current valuations is deep. Will cash flush producers get active? Maybe. Maybe not.
That’s why I always say in the junior markets take the capital while it is available. The average investor does not have the experience to understand the lifecycle of capital available to juniors.
Markets are clearly pricing in lower metal prices. The metals market is like the Paris of asset classes - burning down! #Paris #EnergyMetals #Gold
Why didn’t @StelcoCanada remain as an independent company as it was flush with cash, customers and was aggressively investing back into the operations? Our stock price hit over $50 prior to the acquisition. $STLC
ATHA Energy (TSXV:SASK) - Funded Uranium Discovery Work Continues Throug... youtu.be/CqDeCPIEYEE?si=NkV0… via @YouTube
Honestly, with the hyper devaluation of currencies, geopolitical instability, yo-yo central bank actions who is not rushing to #gold and other hard physical assets?
Watching #gold penny stocks this morning - no buyers, no sellers. Nothing.
Watchlist include: @AshleyGoldCorp @casaminerals @goldencariboo @Engineer_Gold $CAN @WestRedLakeGold and a few others.
LivioFilice retweeted
We have news ⚡️ We have linked RIB North and RIB East across 3.4 km of mineralized strike. 21 of 23 RIB Corridor holes intersected uranium mineralization. System remains open. Prelim results. Assays pending. $SASK $SASKF $SASK.V
See the release → xitter.cf/athaenergycorp/status/…
Outstanding week in #gold penny stock land with @AshleyGoldCorp @goldencariboo @casaminerals - all 3 have broken through resistance on the heels of exciting news. ⛏️⚜️⚱️
@AshleyGoldCorp $ASHL drill results this morning are of interest for a few different reasons. The low-grade halo gives us pit volume while the high-grade shoots give us grade (increased overall grade). A pit that averages 0.5- 1.0 g/t near surface in Ontario is potentially open-pitable, especially if it's abutting Goliath. For a major like NexGold sitting right next door, a near-surface 0.5 g/t system alone is not that exciting. A near-surface system that shows it can run 3.3 g/t over 60m with #bonanza veins inside adds much value and differentiation. Could this be a hub and spoke feeder site for @NexGoldMining mill and operation?
Shares in @AshleyGoldCorp $ASHL are halted pending assay results. We continue to hit #gold with every drill and step out. Market valuation has been depressed compared to other exploration companies with much less completed. Time for a nice bump. 💪
LivioFilice retweeted
Roosen’s Osisko greenlights Cariboo gold project in BC dlvr.it/TVTN70
Strongly believe this could lead to an uptake for renewable energy and / or #energystorage to deliver exceptional value at remote mining sites and communities alike.
Maybe this will lead to the comeback of large scale Vertical Axis Wind Turbines #VAWT! VAWTs can be used in remote locations to compliment or replace active or standby generators. 💪 💨
