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Letzten Freitag nahm Chris Berry den Lithiummarkt unter die Lupe und machte die folgende Aussage in seinem Artikel "Lithium in 2017: Quacking Ducks, Execution, and Continuation of the Secular Bull"

"2017 wird das Jahr, wenn Ausführung ("execution") wichtiger als Exploration bei der Lithium-Wertschaffung ist. Während mittlerweile dutzende Lithium-Juniors behaupten, verheissungsvolle Entdeckungen gemacht zu haben, so ist das Finden von Lithium nicht mehr der optimale Weg zur Wohstandsschaffung. Stattdessen ist es die Produktion von batteriefähigem Material in grossen Mengen für einen gefräßigen Downstream-Appetit. Dies ist das Segment des Marktes, das am Meisten beweisen muss – diejenigen Unternehmen, mit minimierten Risiken und gut definierten Wirtschaftlichkeitskennzahlen – und entsprechend auch das langfristig grösste Aufwertungspotential bieten."

Ein paar Tage zuvor brachte es John Hykawy, Präsident von Stormcrow Capital und Lithiumanalyst, wie folgt auf den Punkt: "Der Trick besteht nicht darin, Lithium zu finden, sondern es kostengünstig zu produzieren."

Laut heutiger Pressemitteilung hat MGX Minerals Inc. damit begonnen, ihre Pläne erfolgreich auszuführen und konnte erstmals offiziell Lithiumcarbonat produzieren. Die Pilotanlage soll in den nächsten Wochen fertiggestellt und optimiert werden, woraufhin der Bau einer kommerziellen Verarbeitungsanlage stattfinden soll, sofern die Ergebnisse aus der Pilotanlage dies rechtfertigen. Angesichts der schnellen Fortschritte könnte MGX zu einer der besten Lithiumaktien 2017 werden. 

Mit einer aktuellen Marktkapitalisierung von $28 Mio. CAD ist MGX das einzige bekannte Lithiumunternehmen, das ihre spaltende ("disruptive") Vision umsetzt, um Alberta auf die Lithiumproduktionskarte zu bringen. Die Provinz ist nicht nur reich an Öl und Gas, sondern auch an Lithium und anderen Mineralen, die im Abwasser vorkommen und ein Nebenprodukt aus der Öl- und Gasproduktion sind. MGX plant, recht schnell vom Pilotanlagenprojekt im ersten Quartal 2017 zu einem kommerziellen Projekt unter Vollauslastung im dritten Quartal aufzusteigen. 

Das Unternehmensziel ist es, ihre Abwasserbehandlungstechnologie mit Öl- und Gasproduzenten zu verbinden, die in Regionen von Alberta aktiv sind, wo zwischen 12.000 und 20.000 Barrel pro Tag produziert werden. Wenn die Zeit reif ist, und Energieunternehmen in der Region den Wert ihrer Abwässer erkennen, so könnten sie mit MGX eine Partnerschaft eingehen, um diese Wässer zu verarbeiten. Aktuell müssen solche Ölfeldwässer wie Sondermüll behandelt werden und verursachen grosse Entsorgungskosten für Öl- und Gasbetreiber. Eine umweltfreundliche und kostenreduzierende Lösung mit wirtschaftlicher Tragfähigkeit wird in der globalen Öl- und Gasindustrie dringend benötigt.

MGX und ihr Partner PurLucid Treatment Solutions arbeiten daran, ihre jeweiligen Technologien miteinander zu verbinden und eine Pilotanlage zu entwickeln, die auf kommerzielles Niveau modular vergrössert werden kann, um Ölfeldabwässer zu verarbeiten, womit Öl- und Gasunternehmen eine umweltfreundliche Entsorgungsoption angeboten werden kann, aus der auch wertvolle Minerale wie Lithium gewonnen werden. MGX Präsident und CEO Jared Lazerson sagte in einem vor kurzem erschienenem Interview mit der FinancialPost: "Das grosse Bild ist, dass dies eine Erweiterung ("add-on") für Öl und Gas ist." 

Sobald MGX demonstriert hat, dass ihre Technologie dazu imstande ist, Lithium aus Ölfeldsolen wirtaschaftlich rentabel zu extrahieren, wird das Unternehmen auch in der Position sein, um eine aktualisierte Ressourcenschätzung für ihr Sturgeon Lake Grundstück in Alberta einzureichen. Vorherige Betreiber kalkulierten eine Ressourcenschätzung mit 2 Mio. t Lithiumcarbonat, die jedoch von den Regulierungsbehörden als nicht-konform mit den NI43-101-Standards klassifiziert wurde, weil noch keine Methode etabliert wurde, mit der Lithium aus Ölfeldsolen extrahiert werden kann. Laut den heute bekanntgegebenen Ergebnissen konnte MGX erfolgreich Lithium von solch einer Sole extrahieren und ist somit auf einem gutem Weg, den $24 Mrd. USD Insitu-Wert von Sturgeon Lakes 2 Mio. t grosser Lithiumcarbonat-Ressource offiziell zu machen (bei $12.000 USD/t Lithiumcarbonat).

Die Aktien von MGX werteten 2016 um 145% auf, wobei allein in den letzten 2 Monaten ein Anstieg von 250% erfolgte. Offensichtlich spricht es sich zunehmend herum, dass MGX ihre ambitiöse und bahnbrechende Vision in die Tat umsetzt und die Öl- und Gasindustrie in die "Neue Energien-Ära" integriert, die vom batteriekritischen Element Lithium angeführt wird. "Wer könnte besser einen grossen Anteil vom Neuen Energiesektor haben als der Energiesektor?", fragte Jared Lazerson letzte Woche die FinancialPost. 

Im Dezember legte MGX die Grundlagen für künftige Kooperationen mit dem Betreiber vom Sturgeon Lake Ölfeld, Canadian Natural Resources Ltd. (NYSE: CNQ; Frankfurt: CRC, WKN: 865114; Marktkapitalisierung: $35 Mrd. USD). In einem ersten Vertrag wurde es MGX erlaubt, eine Wasserprobe zu entnehmen. Diese Proben wurden jüngst von MGX getestet; als Teil der laufenden Optimierungsarbeiten für die Fertigstellung und Inbetriebnahme einer Pilotanlage, wobei die heute bekanntgewordenen Ergebnisse ein erster Erfolg sind. Joel Chury veröffentlichte heute einen Artikel, in dem er u.a. MGX vom koreanischen Stahlgiganten und Lithiumextraktionstechnologie-Entwickler, POSCO, differenzierte:

"Während POSCO wahrscheinlich weitere Partnerschaften mit den grossen Lthiumproduzenten in Südamerika abschliessen wird, wie z.B. mit SQM [NYSE: SQM] und Albemarle [NYSE: ALB], so wird MGX wohl eher Interesse von grossen Ölproduzenten bekommen, wie z.B. von Imperial Oil [NYSE: IMO] und Encana Corporation [NYSE: ECA] oder gigantischen Ölfeld-Dienstleistungsunternehmen wie Baker Hughes Incorporated [NYSE: BHI] oder Halliburton [NYSE: HAL]." 

 


 

The Next Energy Revolution: Petrolithium

By Joel Chury on January 3, 2017, on Oilprice.com

The wait is over, and the results are in. The petrolithium era has begun.

Marking an official intersection between the energy sector and the new energy sector (or green energy), the process of extracting lithium from heavy oil EBD wastewater has been finally successfully proven, with enough of an economic upside to potentially change the how the oil patch looks at its water byproducts.

MGX Minerals [CSE: XMG][OTC: MGXMF][FKT: 1MG] along with their water purification and engineering partners PurLucid announced that they’d successfully produced lithium from wastewater, with concentration levels high enough to warrant interest from the oil and gas sector. 

The project specifically targeted heavy oil EBD wastewater to start, due to its mid-level concentrations of lithium, and high environmental revenue (based on current disposal costs).

“Who better to have a big piece of the new energy sector than the energy sector?” MGX President and CEO, Jared Lazerson told the National Post this week.

“I think there are going to be incredible efficiencies from oil and gas and new ideas as word starts to get out.”

Already, MGX has worked out a deal to work with samples from Canadian Natural Resources Limited [NYSE: CNQ], which is one of the largest producers in the region.

While it’s still early in the trajectory for the petrolithium concept, it’s not hard to project that once a successful pilot is staged, and a commercial plant is completed, other majors will come knocking on MGX’s door.

Lithium Alchemy

The push for an alternative method to extract lithium isn’t new. It’s been talked about for many years now, as the demand for lithium as a commodity has risen along with its price.

In North America, MGX Minerals has a very legally binding patent on the process of extracting lithium from petroleum-produced brines. As it stands, any new entity wanting to develop something similar must go through MGX’s team, to either receive their blessing, or to partner on the development.

Outside of North America, there are similar entities pushing for new methods to produce lithium from brine.

The reason the desire for an alternative is so high, is because the solar evaporation method is time-consuming, making it more susceptible to market fluctuations.

The common turnaround time from brine to lithium on a solar evaporation operation is 18 months. As well, given the requirement for exposure to the sun, the ponds are also exposed to the elements, and vulnerable to weather shocks, such as flooding and wind.

The need for new methods to produce lithium is not going unrecognized.

Korean steel giant, POSCO [NYSE: PKX] broke ground on their massive lithium production facility in Argentina back in February of 2016.

The claim is that POSCO’s method can reduce the turnaround time from 18 months, down to 8 hours.

Compared to MGX’s method, POSCO’s is a much larger scale, and requires much higher concentrations to be economic. Whereas MGX’s concentration requirements are not as high, as the method is more of an addition to the current oilfield solutions available in dealing with water disposal.

The economics are quite different, as MGX’s system has the added benefit of making less economic aging wells more economically friendly again.

Where POSCO will likely be making more partnerships with the major lithium producers in South America, such as SQM [NYSE: SQM] and Albemarle [NYSE: ALB], MGX will find likelier suitors in major oil producers such as Imperial Oil [NYSE: IMO], and Encana Corporation [NYSE: ECA], or giant oilfield service providers, such as Baker Hughes Incorporated [NYSE: BHI] or Halliburton [NYSE: HAL].

Oceans of Lithium

Whilst engineering the process itself for lithium extraction, MGX Minerals spent much of 2016 quietly amassing what they believe is Canada’s largest lithium land position. In total, the company holds nearly 487,000 hectares of lithium brine bearing land.

Among that portfolio is the company’s crown jewel, the Sturgeon Lake Lithium Project, and in particular the Devonian Leduc Formation that sits under it, is a massive lithium resource waiting to be unlocked.

The brines contained within this formation have been studied since the 1990s, but a more recent study done in 2011 by the previous owner of the Sturgeon Lake property’s lithium rights showed concentrations greater than 75 mg/L, and up to 140 mg/L.

A resource estimate was compiled, and published on the Sturgeon Lake property, which was calculated to be approximately 2 million tonnes of lithium carbonate.

While impressive, the resource was deemed to be non-compliant with NI43-101 regulations on the caveat that the method of producing lithium from said brines was not established yet.

Upon assuming control of the property, MGX Minerals has a major reward being dangled in front of it, in the form of a 2 million tonne lithium resource, should they suitably satisfy those in charge of approving the resource’s standard of compliance.

That acquisition was in August, and since then MGX has made significant progress in proving that their hypothesis is correct.

In order to receive the stamp of approval, MGX must prove that it’s economically possible to recover lithium from these brines. If one couples the service fees collected by removing minerals from wastewater of major producers, along with the commercial sale of the minerals themselves, MGX definitely has a chance to reverse the decision on the resource estimate, and bring it back into compliance.

With the announcement that MGX and PurLucid having successfully produced lithium from the first pass sample, it’s one more hurdle out of the way to unlocking the resource, and awakening an investment community to the possibility of adding Alberta to the lithium producers map.

The Initial Results Are Promising

Prior to the extraction process laid out by MGX and PurLucid, the heavy oil EBD wastewater used had a concentration of 87 mg/L. After the initial process was completed, the final recovery of the Li was 34.8 mg/L, or 40%.

Considering the volume in play for MGX, based on their massive lithium mineral rights holdings, as well as compared to recovery rates from many solar evaporation production sites around the world, a 40% recovery is a great starting point.

Solar evaporation methods in comparison can recover from as little as 28.1% to as high as 74%, depending concentration levels, and time allotted to evaporating out water in volume. A loss of Li+ recovery of 55% is relatively normal.

From the data obtained from the first pass sample done between MGX and PurLucid, the 40% recovery was accounted for at each step. And while some lithium was lost in these steps, other saleable commodities were recovered for other uses, such as salts, and other minerals.

According to Dr. Preston McEachern of PurLucid, the breakdown of the lithium losses were as follows:

-- 18% of the Li was lost during the removal of hydrocarbons, silica and other solids
-- 1% of the Li was lost in the process that recovers NaCl (salt) for commercial sale
-- 16% of the Li was lost when removing sulfur contaminants, and recovering MgO
-- 4% of the Li was lost in the step that recovers CaCl2

Overall, the process was a success, in that it successfully produced crystallized lithium carbonate, as well as other commercially valuable minerals such as boron and vanadium. As well, the water itself was improved upon, by removing 99.9% of the silica, and 99.7% of the hydrocarbons, making the remaining water suitable for reuse in steam generation.

What’s next?

MGX has so far met its timeline projections, having officially produced lithium prior to the end of 2016. Next on deck, the pilot plant’s completion is expected in the coming months. A successful run with the pilot will warrant the construction of a much larger facility, likely within the Sturgeon Lake property’s borders.

Given the friendly relationship with CNRL, and the access MGX is afforded to their infrastructure, it’s feasible to project that a collection facility for produced water would align with CNRL’s lines.

As well, MGX and PurLucid have extended the option for MGX to fully acquire their partner its water treatment processes.

MGX will certainly hone its focus more on the petrolithium aspect of its portfolio going forward, especially with the potential in pace when looking to unlock Sturgeon Lake’s 2 million tonne lithium resource, and bring it into compliance.

Lithium prices hovered between $12,000-$14,000 per tonne for most of 2016. At $12,000 per tonne, that would put the gross value of Sturgeon Lake’s 2 million tonnes at more than $20 billion.

The petrolithium era has begun, and it starts in 2017.

By Joel Chury for Oilprice.com

Legal Disclaimer/Disclosure: This piece is an advertorial and has been paid for. This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. No information in this Report should be construed as individualized investment advice. A licensed financial advisor should be consulted prior to making any investment decision. We make no guarantee, representation or warranty and accept no responsibility or liability as to its accuracy or completeness. Expressions of opinion are those of Oilprice.com only and are subject to change without notice. Oilprice.com assumes no warranty, liability or guarantee for the current relevance, correctness or completeness of any information provided within this Report and will not be held liable for the consequence of reliance upon any opinion or statement contained herein or any omission. Furthermore, we assume no liability for any direct or indirect loss or damage or, in particular, for lost profit, which you may incur as a result of the use and existence of the information, provided within this Report.

Source: http://oilprice.com/Energy/Energy-General/The-Next-Energy-Revolution-Petrolithium.html 

 


 

Vancouver mining company plans to scour oilfield waste for US$10,000-per-tonne lithium

By Geoffrey Morgan on December 28, 2016 on FinancialPost 


MGX claims to be the "largest lithium brine land holder in Canada".

CALGARY – A tiny Vancouver-based mining company is betting Alberta’s energy sector could benefit from the rise of electric vehicles by harvesting its oilfield wastewater for lithium carbonate.

MGX Minerals Inc. has been buying up metal and minerals permits in Alberta’s oil and gas producing regions but has no intention of mining the areas for lithium carbonate, which is used to make batteries for electric vehicles.

Instead, Jared Lazerson, MGX’s president and CEO, said the company is working to sign agreements with oil and gas producers to process their wastewater, a byproduct of oil and gas production, so the company can extract the lithium carbonate from that water, which would otherwise simply be treated like waste.

MGX claims to be the “largest lithium brine land holder in Canada” with permits covering over one million barrels per day of brine production by various oil field operators throughout Alberta.

While MGX has yet to deploy a pilot project in the oilfield (a pilot is scheduled to begin in the first quarter of 2017), in December the company signed an agreement with oilsands giant Canadian Natural Resources Ltd. to work on the Sturgeon Lake region, near Grande Praire, Alta.

“Canadian Natural has allowed a third party to obtain water samples from our operations for their work in lithium carbonate,” CNRL spokesperson Julie Woo said in an email. “Beyond that, no decisions, plans or commitments have been made on the application of this technology in Canadian Natural’s operations.”

Lazerson said he hopes that MGX’s technology, for which it has filed patents, will allow oil and gas producers to help supply new energy markets, including the market for electric vehicles.

“Who better to have a big piece of the new energy sector than the energy sector?” he said. “I think there are going to be incredible efficiencies from oil and gas and new ideas as word starts to get out.”

Wood Mackenzie analysts expect lithium demand will double by 2024 as more and more consumers, especially in Europe, purchase electric vehicles.

Lithium prices have spiked in recent years because, as Wood Mackenzie noted in a November report, that lithium ion “has become the technology of choice” for electric vehicles.

The commodity is not traded on any exchange, however, and analysts say that current prices – which have reached US$10,000 per tonne – are likely to fall as new supplies become available.

“The trick isn’t finding lithium, the trick is producing it inexpensively,” Stormcrow Capital president and lithium analyst John Hykawy said in an email.

Hykawy said there are several companies attempting to produce lithium using water treatment technologies like reverse osmosis and nano-filtration but cautioned these are early-stage technologies being developed in a time of high prices.

Most of the lithium carbonate produced in the world is produced in South America’s “lithium triangle,” — the salt flats in Bolivia, Chile and Argentina — where new projects are also set to begin production.

“Prices will fall again, it might take a year or two,” Hykawy said. “But almost none of the smaller companies in the space, with the exception of Orocobre Ltd., are in a position to produce and have their profits benefit from these high prices. By the time most will be able to sell something, prices will be back to lower levels.”

MGX’s Lazerson hopes to move from a pilot project in the first quarter of next year to a full-scale commercial project by the third quarter. MGX, which trades on the alternative Canadian Securities Exchange, has seen its share price rise 110 per cent this year.

The company’s goal, Lazerson said, is to connect its water-treatment units with oil and gas operators in regions where they produce between 12,000 barrels per day to 20,000 bpd.

“Big picture, this is an add-on to oil and gas,” Lazerson said, adding that he thinks energy companies will see the value in the minerals in their waste and venture with MGX to process their water.

Financial Post

gmorgan@nationalpost.com

Twitter.com/geoffreymorgan

 


 

Unternehmensdetails

MGX Minerals Inc.
#303 - 1080 Howe Street
Vancouver, BC, Canada V6C 2T1
Telefon: +1 604 681 7735
Email: jared@mgxminerals.com
www.mgxminerals.com

Aktien im Markt: 56,700,000 

Kanada Symbol (CSE): XMG
Aktueller Kurs: $0,49 CAD (02.01.2017)
Marktkapitalisierung: $28 Mio. CAD

Detschland Symbol / WKN (Frankfurt): 1MG / A12E3P
Aktueller Kurs: €0,373 EUR (02.01.2017)
Marktkapitalisierung: €21 Mio. EUR

 


  

Report-Übersicht

Report #13 “MGX Minerals wird mit Lithiumsole bedient“

Report #12 “Bahnbrechendes Potential: Pilotanlage zur schnellen Lithiumproduktion in Kürze betriebsbereit“

Report #11 “Laborergebnisse erzielen 34 Gramm pro Tonne Gold an der Erdoberfläche“

Report #10 “Offiziell: MGX besitzt Magnesium im Wert von mehreren Millarden Dollar“

Report #9 “Eine der weltweit grössten Lithium-Ressourcen am Horizont?“

Report #8 “Bereit für signifikante Lithium-Arbeiten in Alberta“

Report #7 “An der Spitze von Albertas Lithiumsolen-Reichtümer“

Report #6 “Lithium-Pioniere in Alberta“

Report #5 “Es ist Zeit für einen Lithium-Produktionsprozess“

Report #4 “MGX Minerals will Kanadas womöglich grösste hochgradige Lithium-Ressource anzapfen“

Report #3 “MGX Minerals Inc. erhält Minen-Pacht für 20 Jahre (in British Columbia!)“

Report #2 “MGX Minerals beschleunigt in Richtung Produktion“

Report #1 “MGX Minerals plant für 2016 den Magnesium-Markteintritt“

 


  

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Unternehmensdetails
Name: MGX Minerals Inc.
Kanada Symbol: XMG
Deutschland Symbol / WKN: 1MG / A12E3P
Aktien im Markt: 56.700.000
Telefon: +1 604 681 7735
Email: jared@mgxminerals.com
Web: www.mgxminerals.com
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