Lithium Drive: Boris Johnson kicks off London's EcoVelocity low carbon motor show ilc.v, tnr.v, czx.v, rm.v, lmr.v, abn.v, asm.v, btt.v, bva.v, bvg.v, epz.v, fst.v, gbn.v, hao.v, jnn.v, ks.v, ktn.v, kxm.v, mgn, mxr.v, rvm.to, svb, ura.v, nup.ax, srz.ax, usa.ax

"Lithium Jolt: DBM Energy: This Breakthrough Will Soon Slash EV Prices Drastically. Electric Cars' roll out in a mass market fashion used to be at the mercy of Oil prices, government incentives and consumer devotion to pay the top buck for being Green. This situation can be changing right now by start up from Germany and its wonder Lithium battery.

  News about DBM Energy and its technological break through in Lithium batteries technology made its way, finally, into the sale pitches of stock promoters. We do not endorse the company mentioned in that report in any way - you know what we like here on this blog already - but this article is an important indication that this technology news are filtering through. 

  DBM Energy is not in a hurry to tell its story to the English speaking world and was surrounded by a lot of rumors from the very beginning. We are still awaiting for more clear confirmation on cost and pricing for the battery, but it is already evident that this technology is nothing less than the potential game changer in the electric space.

  Recently it was reported that auto industry heavy hitters have joined the DBM Energy board and we are awaiting the further developments with this company.Evuk.co.uk has reported that former execs from BMW and Daimler Benz have joined the board of DBM Energy and its founder "Mirko Hannemann has such confidence in his idea that he turned down an offer of over 600 million Euros from Samsung":"

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• Lithium Drive: Toyota smashes the electric lap record at the Nurburgring Nordschleife ilc.v, tnr.v, czx.v, rm.v, lmr.v, abn.v, asm.v, btt.v, bva.v, bvg.v, epz.v, fst.v, gbn.v, hao.v, jnn.v, ks.v, ktn.v, kxm.v, mgn, mxr.v, rvm.to, svb, ura.v, nup.ax, srz.a (sufiy.blogspot.com)
• Lithium Drive: Die leise Revolution - Zukunft Elektroauto ilc.v, tnr.v, czx.v, rm.v, lmr.v, abn.v, asm.v, btt.v, bva.v, bvg.v, epz.v, fst.v, gbn.v, hao.v, jnn.v, ks.v, ktn.v, kxm.v, mgn, mxr.v, rvm.to, svb, ura.v, nup.ax, srz.ax, usa.ax (sufiy.blogspot.com)
• Battery Storage Could Get a Huge Boost from Seaweed (technologyreview.com)
• Lithium Demand: South Korea to invest 15 trln won in batteries to 2020 TNR.v, CZX.v, TSLA, HEV, AONE, RM.v, LI.v, WLC.v, CLQ.v, LIT.v, SQM, FMC, ROC, (sufiy.blogspot.com)
• Lithium Drive: Life with an Electric Car ilc.v, tnr.v, czx.v, rm.v, lmr.v, abn.v, asm.v, btt.v, bva.v, bvg.v, epz.v, fst.v, gbn.v, hao.v, jnn.v, ks.v, ktn.v, kxm.v, mgn, mxr.v, rvm.to, svb, ura.v, nup.ax, srz.ax, usa.ax (sufiy.blogspot.com)
• Electric Cars: LIthium twist: Why Toyota Likes Tesla TNR.v, TSLA, CZX.v, TM, RM.v, LMR.v, WLC.v, LIT.v, LI.v, RTP, GOOG, AAPL, FCX, BHP, BYDDY, GM, (sufiy.blogspot.com)
• Electric Charge: U.S. R&D Spending Aims to Jump-Start Electric-Car Industry TNR.v, TSLA, CZX.v, RM.v, LI.v, WLC.v, CLQ.v, LIT.v, HEV, AONE, GM, F, FCX (sufiy.blogspot.com)
• Lithium Charge: White House to highlight electric car developments TNR.v, CZX.v, TSLA, HEV, AONE, LI.v, RM.v, WLC.v, CLQ.v, LIT.v, LMR.v, FCX, RTP, GM (sufiy.blogspot.com)
• Lithium and REE: Begining of the Bull: Jim Puplava with James Dines on Uranium, Gold and Rare Earths TNR.v, CZX.v, TSLA, RM.v, LI.v, CLQ.v, WLC.v, (sufiy.blogspot.com)
• Honda Moves Hybrid to Lithium: Plug-in to be launched in 2012 TNR.v, TSLA, CZX.v, RM.v, LI.v, WLC.v, CLQ.v, LMR.v, GM, NSANY, RTP, F, HEV, AONE, BHP, (sufiy.blogspot.com)

TNR Gold: Early Warning Report Issued Pursuant to National Instrument 62-103 Acquisition of Shares of International Lithium Corp. ilc.v tnr.v, czx.v, cgp.v, alk.ax, lmr.v, rm.v, nup.ax, srz.ax, usa.ax, jnn.v, abn.v, ura.v, mxr.v, tsla, res, mcp, avl.to, quc.v, cee.v, sqm, fmc, roc, li.v, wlc.v, clq.v, lit, nsany, byddf, gm, dai, rno.pa, hev, aone, vlnc

  "Insiders can sell in a lot of circumstances, but they will buy only when they see the value with all available to them information. International Lithium is holding well above its IPO price of 0.25CAD. Trading volume is very low as shares of ILC are still in transition to the accounts of TNR Gold shareholders, but the company is getting on the radar screens now and we have another endorsement from its largest shareholders.

"TNR Gold Corp.: International Lithium Corp. Spin-Out Approved and Record Date Set. Gary Schellenberg and Mike Sieb have built a very impressive group surrounding TNR Gold. Now we have the Strategic investor from China - Ganfeng Lithium - on board of this Lithium development story. Major shareholder of TNR Gold - Kirill Klip - is sitting tight and buying into International Lithium IPO; and financing is oversubscribed. Just last week another Insider announced his holding in TNR Gold with more than 10% - this story is getting traction among mining and energy industry insiders. Nova Gold is on board as well with stake just below 10% after transaction with Shotgun Gold deposit in Alaska and Barrick Gold is mentioned among shareholders.

  TNR Gold will hold 30% in International Lithium post IPO and "Big Copper in Argentina" - Los Azules developments are just around the corner now.

  Now it will be up to Mike Sieb - President of International Lithium - to show his magic one more time. He has built before Brilliant Mining into the 200 mil market cap in the Nickel business.

Please, do not forget, that we own stocks we are writing about and have position in these companies. We are not providing any investment advise on this blog and there is no solicitation to buy or sell any particular company here. Always consult with your qualified financial adviser before making any investment decisions.

Early Warning Report Issued Pursuant to National Instrument 62-103 Acquisition of Shares of International Lithium Corp.

05/31/2011 

Vancouver B.C.: TNR Gold Corp. (the “Company”). This press release is being disseminated as required by National Instrument 62-103 The Early Warning System and Related Take Over Bids and Insider Reporting Issues in connection with the filing of an early warning report (the “Early Warning Report”) regarding the acquisition of the International Lithium Corp.’s (“ILC”) securities by the Company.

As a result of a non-brokered private placement (the “Private Placement”), option agreement between the

Company and ILC dated May 19, 2011 (the “Mariana Option Agreement”) and a plan of arrangement (the “Arrangement”) between the Company and ILC, all of which closed on May 19, 2011, the Company acquired 19,000,000 common shares of ILC and 19,000,000 share purchase warrants of ILC.

The Company acquired 2,000,000 common shares and 2,000,000 share purchase warrant of ILC pursuant to the

Private Placement, as a result of the Company’s subscription for 2,000,000 units (each a “Unit”) at a price of $0.25 per Unit. Each Unit consisted of one common share and one share purchase warrant (a “Warrant”).

Each Warrant entitles the holder to acquire an additional share (a “Warrant Share”) of ILC at any time before May 19, 2013, at an exercise price of $0.375 per Warrant Share.

The Company acquired 7,000,000 common shares and 7,000,000 Warrants of ILC pursuant to the Mariana Option Agreement and 10,000,000 common shares and 10,000,000 Warrants pursuant to the Arrangement.

Currently, the Company beneficially owns 19,000,000 common shares and 19,000,000 Warrants (the

“Securities”) of ILC, representing approximately 28.83% of the issued and outstanding voting securities of ILC on a non-diluted basis and 44.76% of the issued and outstanding securities of ILC, assuming exercise of the 19,000,000 Warrants held by the Company.

The Securities were acquired for investment purposes and the Company may increase or decrease its beneficial ownership or control depending on market or other conditions.

A copy of the Early Warning Report may be found on www.SEDAR.com

ABOUT TNR GOLD CORP. / INTERNATIONAL LITHIUM CORP

TNR is a diversified international mineral exploration company focusing on the advancement of existing properties and identifying and acquiring new prospective projects. TNR has a portfolio of 18 active projects, of which 9 rare metals projects, including Mariana, will be held or optioned to TNR's wholly owned subsidiary ILC upon completion of the Plan of Arrangement.

The objective of the Plan of Arrangement is to spin-out TNR's rare metals property interests into a separate public company, ILC. The Plan of Arrangement has been approved by TNR's shareholders, the courts of British Columbia and the TSX Venture Exchange. For further details of the spin-out, please visit International Lithium's website and TNR’s information circular dated May 10, 2010 which is available on the SEDAR website at www.sedar.com.

The recent acquisition of lithium, other rare metals and rare-earth elements projects in Argentina, Canada, USA and Ireland confirms the TNR and ILC’s commitments to generating projects, diversifying its markets, and building shareholder value.

On behalf of the board,

Gary Schellenberg

President – TNR Gold Corp.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. Statements in this press release other than purely historical information, historical estimates should not be relied upon, including statements relating to the Company’s future plans and objectives or expected results, are forward-looking statements. News release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended. Forward-looking statements are based on numerous assumptions and are subject to all of the risks and uncertainties inherent in the Company’s business, including risks inherent in resource exploration and development. As a result, actual results may vary materially from those described in the forward-looking statements."

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• Resourcex Investor: International Lithium Corp. Ready to Succeed with Chinese Lithium Strategic Partner tnr.v, czx.v, lmr.v, rm.v, alk.ax, sqm, cgp.v, abn.v, ura.v, nup.ax, usa.ax, srz.ax, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, g (sufiy.blogspot.com)
• International Lithium IPO: Ganfeng Lithium To Establish Subsidiary for The Production Of Lithium Ion Batteries tnr.v, czx.v, alk.ax, lmr.v, tsla, rm.v, nup.ax, srz.ax, usa.ax, jnn.v, abn.v, res, mcp, avl.to, quc.v, cee.v, sqm, fmc, roc, li.v, wlc.v, clq.v (sufiy.blogspot.com)
• Reuters: TNR Gold (TSXV:TNR) Spins Off International Lithium - Featured in a Report by ResourceXinvestor.com - Video Summary Posted on InvestmentPitch.com tnr.v, czx.v, alk.ax, lmr.v, tsla, rm.v, nup.ax, srz.ax, usa.ax, jnn.v, abn.v, res, mcp, avl.to, quc (sufiy.blogspot.com)
• Lithium Drive: Electric Vehicles Are The Hit at Seoul Motor Show 2011 tnr.v, czx.v, alk.ax, lmr.v, tsla, rm.v, nup.ax, srz.ax, usa.ax, jnn.v, abn.v, res, mcp, avl.to, quc.v, cee.v, sqm, fmc, roc, li.v, wlc.v, clq.v, lit, nsany, byddf, gm, dai, rno.pa, hev (sufiy.blogspot.com)
• The Energy Report: Lithium Powers The Green Revolution tnr.v, czx.v, alk.ax, lmr.v, tsla, rm.v, nup.ax, srz.ax, usa.ax, jnn.v, abn.v, res, mcp, avl.to, quc.v, cee.v, sqm, fmc, roc, li.v, wlc.v, clq.v, lit, nsany, byddf, gm, dai, rno.pa, hev, aone, vlnc (sufiy.blogspot.com)
• Lithium Drive: Electric Car DBM Energy KOLIBRI Lithium Battery's Record Range of 280 Miles Per Charge tnr.v, czx.v, lmr.v, rm.v, alk.ax, sqm, cgp.v, abn.v, ura.v, nup.ax, usa.ax, srz.ax, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, (sufiy.blogspot.com)
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Lithium Charge: Obama administration says electric-car goal achievable, but relies on unconfirmed data tnr.v, czx.v, alk.ax, lmr.v, tsla, rm.v, nup.ax, srz.ax, usa.ax, jnn.v, abn.v, res, mcp, avl.to, quc.v, cee.v, sqm, fmc, roc, li.v, wlc.v, clq.v, lit, nsany, byddf, gm, dai, rno.pa, hev, aone, vlnc

In our personal investment strategy we are listening to the people like President Obama, who demonstrates political will and talks now openly about Peak Oil; and Elon Musk who represents the people who can take the advantage of our dear Energy situation.

"President Obama: "We have Apollo projects of our time...We can become the first country to have 1 million Electric Cars by 2015...I have asked Congress to eliminate billions of tax payer dollars we currently give to  Oil companies, instead of subsidising yesterday's energy lets invest in tomorrow's"

U.S. Energy Secretary Dr. Steven Chu - the main message: "We expect Oil prices to be higher..." "Another Race now is the Electric Cars and Electrification of our transportation system"

AutoBlogGreen: Come and get it: Chevy Volt available nationwide

More on Peak Oil  

"Now we can talk about strategic commodities Lithium and Rare Earths! Elon Musk: "All transportation is going to be electric, apart from rockets - cars, trains - pure electric, not hybrid. By 2020 majority of Cars produced in U.S. will be pure Electric Cars."

  When people like Elon Musk are taking in their capable hands the question of our survival in post carbon society we have a lot of faith that we can come out actually stronger out of this battle."

The Washington Post:

Obama administration says electric-car goal achievable, but relies on unconfirmed data

By Peter Whoriskey

Washington Post Staff Writer

Monday, February 7, 2011; 8:20 PM

President Obama's goal of 1 million electric cars on the road within the next four years is achievable, according to an administration report to be released Tuesday, contradicting a finding last week from an industry panel.

The administration report finds that automakers are prepared to produce 1.2 million plug-in electric vehicles by 2015.

By contrast, a panel of industry leaders said that automakers' production plans are "currently insufficient" to meet the president's goal.

The opposing reports both attempted to tally electric-car production efforts, but differed over how many plug-in cars General Motors will manufacture and other matters. The administration used figures from media reports.

"When you start tallying up what the companies have said, the announced production capacity exceeds 1 million by 2015," said David Sandalow, assistant secretary for policy and international affairs at the Department of Energy. "The production capacity will not be a significant restraint in reaching the president's goal. This is an industry that is taking off around the world."

In his State of the Union address last month, Obama said he is aiming to get 1 million electric vehicles on the road by 2015. But just how fast automakers can produce the cars, and how quickly drivers will buy them, is unknown.

The goal of reaching 1 million plug-in cars by 2015 is very aggressive, compared with the introduction rates for the last major change in propulsion technology, hybrid cars. Hybrids, which are much closer to conventional cars than plug-in electrics, took eight years to reach the 1 million-car mark.

Last week, the panel of auto industry experts concluded that automakers' announced production efforts will fall short of Obama's goal. Their report tallied the announced production goals of manufacturers of electric cars.

The administration performed a similar calculation, but reached a different result. One of the key reasons is that the administration assumed that GM would annually be able to produce 120,000 Chevrolet Volts, a plug-in electric vehicle, starting in 2012. The 120,000 figure comes from a news report that GM would not confirm.

A GM spokesman on Monday night said the company is planning to produce 45,000 cars in 2012.

"Our production plan for 2012 is 45,000 units," spokesman Greg Martin said. "While we are looking to increase production, we're not confirming the speculation on what those volumes might be."

"These are estimates," Sandalow said. "We think these are reasonable estimates but they are based on news reports and official announcements."

Although the industry has the capacity to build 1 million electric vehicles by 2015, Sandalow said, there may be barriers to getting consumers to adopt the cars, which are expensive and can have limited range.

The $32,780 Leaf and the $41,000 Volt cost far more than a comparably sized car with a gas engine, which typically sells for $20,000. The battery range of the Leaf, which is all electric, is less than 100 miles, and places where batteries can be replenished are sparse at best. Also, it can take hours to recharge.

To overcome such barriers, the federal government is offering tax credits of as much as $7,500 per vehicle, an incentive that the president has proposed to turn into a rebate, so that it can be collected at the dealership.

He has also called for more federal support for research and development in the technology, and $200 million to help selected communities build recharging infrastructure to encourage residents to adopt the cars.

"There are uncertainties certainly in terms of consumer demand and public awareness," Sandalow said. "The president's proposals are designed to address those types of issues."

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• Lithium Drive: DBM Energy: 1,000 Euro Lithium Battery with a 375-Mile Battery Range: Too Good to be True? tnr.v, czx.v, lmr.v, rm.v, alk.ax, sqm, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, rno.pa, dai, byddf, hev, aone, vlnc (sufiy.blogspot.com)
• Lithium Drive: Nissan Leaf test drive in Knoxville tnr.v, czx.v, lmr.v, rm.v, alk.ax, sqm, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, rno.pa, dai, byddf, hev, aone, vlnc (sufiy.blogspot.com)
• Lithium Drive: DBM Energy - We have Done Nothing Wrong - Electric Car World Record Range Claim Continued tnr.v, czx.v, lmr.v, rm.v, alk.ax, sqm, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, rno.pa, dai, byddf, hev, aone, vlnc (sufiy.blogspot.com)
• Peak Oil: Obama: We Have to Win Another Space Race - This Time In Energy Space tnr.v, czx.v, alk.ax, lmr.v, tsla, rm.v, nup.ax, srz.ax, usa.ax, jnn.v, sqm, fmc, roc, li.v, wlc.v, clq.v, lit, nsany, byddf, gm, dai, rno.pa, hev, aone, vlnc (sufiy.blogspot.com)
• Lithium Drive: Electric cars you can buy, soon tnr.v, czx.v, lmr.v, rm.v, alk.ax, sqm, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, rno.pa, dai, byddf, hev, aone, vlnc (sufiy.blogspot.com)
• Lithium Drive: Panasonic to acquire stake in Tesla Motors - Nikkei tsla, tnr.v, rm.v, lmr.v, alk.ax, tsla, sqm, fmc, roc, lit, li.v, wlc.v, clq.v, res.v, ree, avl.to, nsany, f, gm, rno.pa, dai, byddf, hev, aone, vlnc (sufiy.blogspot.com)
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Lithium Drive: Tesla Model S - Build Around You TSLA, TNR.v, CZX.v, RM.v, LMR.v, ALK.ax, LIT, LI.v, WLC.v, CLQ.v, SQM, FMC, ROC, TLH.to, HEV, AONE, VLNC, BAT, DAI, F, GM, RNO.pa, NSANY, BYDDF

  After all recent mass media storm about GM Volt final transmission decision with mechanical connection in the generator mode, we are wondering whether Tesla will be able to come up with the numbers announced before.

  "The most important message is in the headline - you can have now your own "Home Gas Station" while you have electricity bills paid. We have the technology to survive the Oil Shock and it will be soon on our roads in numbers.

Could it be done better - no questions, particularly, on PR part. Nissan Leaf will keep GM on its toes and coming competition from all EV automakers will be the most important for establishing mass market for EVs.

More important, than the question of EV purity, will be in the end the efficiency and cost structure of the total ownership of EV."

 
 

Numbers provided by Tesla for Model S are so impressive, compare to other automakers, that we will be worrying now, whether they can actually deliver this specification at the announced price "starting from 49,000 after rebate" - even if we assume that it will be the basic battery package for 160 miles range. Delivery is expected now in 2012 - we will start to monitor the situation and stock performance from now.

 

"Smooth, uninterrupted acceleration. Control in an instant. Feedback and information within arm's reach. Comfort surrounds the driver.

Carry anything needed for a day, a trip, an unexpected shopping spree. The Model S offers luxurious space, seating for five adults and two children, and a second cargo area under the hood.

- Seating for 7

- More cargo space than typical sedans

- Premium interior styling

Choose from one of three battery pack options to suit typical driving needs: 160, 230, or 300 miles per charge. Concerned with Range Anxiety? Like the Roadster, the Model S is engineered to plug into nearly any outlet, anywhere in the world. Plus, with the 45 minute QuickCharge or 1 minute battery swap, the car begs to be driven everywhere you want to go.


- 160, 230, or 300 mile range pack

- 45 minute QuickCharge

- 1 minute Battery Swap

Model S performance is second to none. The Model S powertrain offers instant torque at the driver's request. Though designed for comfort, safety, and utility, the coveted Model S does not sacrifice performance. Command control and the Model S delivers the power, acceleration and precise handling of a sports car with quiet simplicity.


- 0-60 in 5.6 seconds

- 120 mph top speed

The Model S powertrain features a liquid-cooled, floor-mounted battery pack and single-speed gearbox. The body design is of stamped aluminum and provides top-notch aerodynamics, style, and safety. The 17-inch touchscreen with in-car 3G connectivity means quick access to streaming radio, gps navigation, restaurant recommendations, and movie show times.


- Leading electric powertrain

- 17-inch touchscreen with 3G connectivity

- Amazing aerodynamics"




Tesla Blog:
 
 

"The Model S is the premium sedan evolved. It will raise the bar of vehicle efficiency, meet the highest standards for safety, and provide more cargo space than any other sedan. It will be as beautiful as it is functional. Here's how we will build it. The Model S will be produced at the new Tesla Factory in Fremont, California. Everything from body panel stamping to final quality testing will take place at the Tesla Factory. We will also work to set environmental benchmarks for energy efficiency and emission levels. Overview When building a car, most manufacturers follow a consistent production flow. We will use the same process, with innovations at each stage."  More 

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Lithium Drive: I quit Gas! Ask me how - Nissan Leaf 100% Electric NSANY, TNR.v, RM.v, LMR.v, ALK.ax, LIT, WLC.v, CLQ.v, LI.v, ORE.ax, GXY.ax, SQM, FMC, ROC, TSLA, HEV, AONE, VLNC, RNO.pa, NSANY, BYDDF, DAI, F

"We can mark the GM Volt roll out controversy as the start of Nissan Leaf roll out campaign. It will be interesting to see the next chapters in this ongoing web and mass media drama. Sometimes stupid things could be viewed as a genius marketing moves later. GM Volt dance comes to mind in this sense as well.

Nissan Leaf is rumping up its promo campaign now:

I quit Gas! Ask me how - Nissan Leaf 100% Electric."

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Lithium Drive: CNBC: Test Driving The Volt—One Impressive Ride GM, TNR.v, CZX.v, RM.v, ALK.ax, LMR.v, LIT, LI.v, WLC.v, CLQ.v, ORE,ax, GXY.ax, F, NSANY, BYDDF, RNO.pa, DAI

  We are sure that apart from marketing controversy about its pure electric drive mode, GM Volt will be accepted very well in the market place and it is the ground breaking event in our oil addicted society. Price is still at the high end for the mass market to happen overnight, but it is one of the first steps to bring electric cars in any significant numbers on our streets from zero base. Growth for all EVs will be exponential - we are sure.

  When you look at competition from pure EV side Nissan Leaf will drive the market in USA and Renault in Europe. Renault Fluence - full size family sedan - will be a pure EV with range of 100 miles and sticker price in Europe of 22k Euros after rebates of 5k euro in France starting next year. You will have to lease the battery for another 79 euros per month, but all hassle with battery life is not your problem from that point. This price will translates into just over 30k USD at recent rate 1.4 for euro.

  We do not know, when the warning about Peak Oil will find its way to the White House and mass media at its full extend, but any market controversy and other small worries about GM Volt will be nothing compare to the groundbreaking fact that we have the technology now to survive after Peak Oil and it is already on the streets.

"This year we have quite a few warnings already about Peak Oil from main stream economists, universities, US military and government agencies all around the world. The question now is not if, but when is it going to happen.

We have time still, but it is running out very fast. After a certain point in the oil price increase the only concern we are going to have about Electric Cars will be their availability on a mass scale to preserve our way of life and freedom."

CNBC:

Test Driving The Volt—One Impressive Ride

By: Phil LeBeau

CNBC Correspondent

Ever since GM introduced its extended range electric car, the Chevy Volt, people have said to me, "Tell me if it's a decent drive or like put zing along in my grandpa's golf cart?"

Here's your answer: the Volt is an impressive drive.

I took the car out for an extended, real world test drive late last week. Over the course of 6 hours I tooled around eastern Michigan on highways and side streets. Regardless of where I drove the car, I kept saying to myself, "This car is going to change how people feel about driving an electric car."

It is smooth, effortless, and yes, fun to drive.

Is it a Corvette? No.

The Chevy Volt's electric motor provides 149 horsepower and 273 pounds of torque - in other words - Yep, it's got your giddy up.

But the Volt has plenty of giddy up. With the electric motor providing 149 horsepower and 273 pounds of torque, the Volt instantly responds when you hit the gas pedal.

And GM has succeeded in making the Volt's transition from electric power to the gas assist engine a smooth one.

When I drove a Volt prototype at the GM proving grounds a few months back, the was considerable noise when the gas assist kicked in. No more.

Also, I like the iPod-like center stack. It provides a steady stream of data (how much battery life is left, how efficiently I'm driving, etc.) And is easy to work. The touch pad is understated but attractive.

While I, and others, like with the Volt and how it drives, the real question is whether the Volt will sell. At $41,000 it ain't cheap. Yes, buyers will qualify for a $7,500 federal tax credit and then there are state tax credits of $2,000 to $5,000 depending on where you live. Still, if gas prices stay at the moderate level where they are right now, some may hesitate to pay $41,000 for an electric car.

But for now, GM is betting they will. More than 120,000 have said they are interested in buying. The electric car race is on and the Volt is ready to charge up the competition."

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CS. Nobody told us, when we will be there - but we are all going in that direction.

Expect the unexpected and new corrections will provide new Entry Points in these Bulls. All you have to do is to find them and ride the course with the discipline - it is the part which separates boys from the men and investors from their money.

As you have noticed, we have almost stopped  our preaching about Gold - now Jim Cramer is doing this job for us. We can concentrate on our investment themes and particular instruments to be in the right boat, when the tide will come.

Recent run in Gold reflects the public distrust for all Fiat currencies. US dollar will always have a particular focus here.

We have the very strong complications with FED engaged in QE in a situation, when Federal Reserve is as federal as Federal Express. In absence of Gold - as the base for the monetary system - with it's external disciple, we have a traders paradise, when Enron is auditing itself. Arthur Anderson has not saved the shareholders of Enron and collapsed with it's client - today in our monetary system nobody even pretends to be sane any more.

Last few weeks we are hearing a lot of voices about the currency war, when all governments are trying to debase their currencies again each other. So far they are all successful in driving Gold up against all Fiat currencies.

US Dollar will have it's own destiny here: General Bernanke is winning his war against deflation. US corp. With it's total obligations above 100 Trillion dollars will have to debase it currency not only against Gold on par with other Fiat currencies, but also against other fiat currencies. We will remind you the basic math about inflation economics and the value of Debt.

"7. China holding record amount of treasuries and US Dollar denominated assets is the interesting combination with idea of national security, but we do not bank on Crash - gradual collapse in US Dollar will do the trick: 7% inflation in the real terms will slash the debt by almost 50% within next eleven years."

Buyers of US Treasuries are at least suicidal now. This Bubble is popping in front of our eyes.

Deflationists just do not get it: inflation is the monetary process of expanding the monetary base. In absence of external discipline - like gold in a gold based monetary system - nothing and nobody prevents the FED to create money out of thin air and distribute it into the system. In the most extreme circumstances General Bernanke promised to use Choppers to bring it - if tomorrow every household in U.S. will receive a cheque for 1 million - what kind of deflation will we be talking about? Is it insane? Not in our place.

Actually, deflation camp already has their deflation unfolding: just divide prices of  every asset class for the last few years by gold price to nominate prices in gold terms - they are all in a steep decline.

It is not only our theory any more - FED chairman Mr Bernanke has openly demanded more inflation and other members of FED were talking about it extensively last few weeks.

Update Oct. 12, 2010

  In order to know where we are going, always keep your eyes on our friends across the pond - UK was ahead of U.S.  in banks bail out and announced QE - now it is ahead with looming inflation and stagnating growth:

Bloomberg: U.K. Inflation Topped 3% Limit for Seventh Month in September

Gold will be go much higher from here, it will not be the straight line, but every set back will provide an investment opportunity in Gold and Silver space. We will share with our thoughts and companies we like and you will be cautioned to make your own DD as usual.

Next stage will be fight for the resources and M&A activity at all stages of investing in Gold mining cycle. With rising Gold price and inflated paper Majors will shop for juniors to buy time and gold in the ground. Jim Puplava will be a very good narrator to all our travel maps and reports about our journey. With rising gold, price price of physical gold will become even more prohibitive, we do agree with Jim that people will start to buy gold mining shares again with their easy to run discount brokerage accounts.

With all this inflation unfolding we have another ground breaking, tectonic shift: Peak Oil multiplied by inflationary pressure on prices of all commodities. If gold at 5000 USD/oz will affect only very small part of our society - oil prices above 100 USD/barrel will affect everyone and can tear apart the canvas of our society. Here where Electric Cars and new oil - Lithium and REE are coming into the picture with it's new generational bull mega trend - Next Big Thing in action.

We did pretty good with "old and barbaric" in the Google age asset - Gold - we dare to put our money in the age of Twitter and Facebook on the future again and start to think in advance how all these kids are going to drive their kids to the soccer games.

Once or twice we already had "the feeling" - just a few times will be enough to make things right:

"Time when the prediction was made that Google could deep below 250 in a severe Bear market valuation passed in our memory as so distant and happy that it is almost not worth mentioning. But the call was done and was right on the money.



http://sufiy.blogspot.com/2008/07/google-goog-bear-case-contunued.html


Other observations could come into life with recent developments. Announcement about the new Head of Treasury fired the rally in the market. Yesterday all hope was lost: VIX made break up, DOW has violated Bearish Flag downwards and US Dollar almost broke up to upside. Today was the different story and first Gold start to rally and overtake very important resistances on the way to 800. HUI, GDX and all Goldies have followed in unison with gains up to 31% in Barrick Gold ABX. November, 2008"
 

"This is why we did not like to short the last leg down and preferred to accumulate Rally plays like China FXI, Zinc CZX.v, Zinc/Copper LUN.to, CUU.v, Grains HAU.to. Now the chances are that US Dollar will go finally down on fundamentals, markets will rally and then US Corp should prey that Oil will stay below 75, our Lithum ideas will be handy as well now. Commodities is the place to be for us again: base metals Juniors are sold into the ground - for China play and Gold and Silver for "Bet against Central Banks", it is a new fashion among Hedge Funds, when they are buying gold. March, 2009"



But back to the Lithium and how we are going to drive with gold at 5000:
 

"We have been proudly running Gold Bull for nearly ten years now: Gold first, than Majors and follow up on Junior side. We were always wondering about Future of Energy and have collected some great memories on Uranium Run, Solar and Water plays. Gold Bull has years to run, but we are searching constantly for new Macro trends - it is very interesting to find out what will be the next Bull which will come out of these rubbles in case we are right and Inflation will be the answer to the Deflation war scenario. It is time for Lithium to come into picture.

Lithium is the leveraged play on Peak Oil and rising Oil price with coming Inflation. Sector is very small and market is even more smaller - everything is ready for the parabolic move in case of supporting fundamentals.

Recent Oil Spill shows the real price for Oil and leaves no doubt for us that there will be no more cheap oil: offshore drilling is costly now, it will be even more costly later. Relatively cheap Oil is in the hands of state owned companies in not so friendly to U.S. places. Oil squeeze will come from diminishing production rates and rising Inflation. The move will be even more explosive than in the Gold market - in the end only minority of people is effected by the gold price even now, Oil is the underlining of all Western Energy Diet. It is not sustainable. Emerging markets are taking more and more share of world wide production, oil producing countries are spending more at home. If you account all cost to produce, deliver and protect Oil supply to U.S. corp the price is already above 150 USD/barrel."

'Peak Oil Is a Theory the Way Gravity Is a Theory,' ASPO-USA's Jim Baldauf

Peak Oil theory moves from status of almost conspiracy theory and into the official government reports:

"Military Study Warns of a Potentially Drastic Oil Crisis

More on Peak Oil:

This year we have quite a few warnings already about Peak Oil from main stream economists, universities, US military and government agencies all around the world. The question now is not if, but when is it going to happen.

We have time still, but it is running out very fast. After a certain point in the oil price increase the only concern we are going to have about Electric Cars will be their availability on a mass scale to preserve our way of life and freedom."

In the last weeks we had a very important confirmation of returning risk appetite and liquidity coming into the junior mining sector. Most of our Summer 2010 Picks have been breaking to the upside already, finally reflecting the fundamentals and catching up with Gold, Silver, Copper and Zinc prices and Majors' valuations. M&A deals like in Potash, Gold, Zinc and Lithium to name a few, will drive this process further. Junior mining companies are holding resources, which majors are ready to buy to keep up their production rate - trading premium for time and risk developing them.

"As you know, we are going with our money where the supply chain begins in Lithium with Junior mining companies.

It's much more risky, but the reward is based on a very high leverage of exploration and development plays in these micro cap companies. If our investment thesis is wrong or we chose the wrong company, the end game will be brutal to our investment outcome - therefore you have to know what you are doing. Today we will discuss our lithium hit list below: all these companies are in the Byron Capital Lithium Index and we own these stocks or have owned them before. The game here is based on the combination of the rising price of underlining commodity (Lithium Bull this time), multiplied by the developments in this particular junior: exploration discoveries and resource definition with strategic partners involved and up to the M&A as it happened with Salares Lithium recently.

As usual, please do not forget that we do not provide any investment advise on this blog."

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