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MNS, MAGNIS RESOURCES LIMITED
blacksheep
post Posted: Dec 28 2018, 04:36 PM
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In Reply To: blacksheep's post @ Dec 20 2018, 01:41 PM

Translated German article = https://www.elektroniknet.de/elektronik/pow...sen-161031.html

Lithium-ion cells on the heels of Asians
20/12/2018

QUOTE
After long dominance of Japan, South Korea and China in the cells, German companies are now starting to catch up. Several gigafactories are being planned, and in the foreseeable future large-scale production is to start. This could significantly reduce dependence on imports.

Finally, there is movement in the battery scene. Until now, Germany has been very cautious about large-scale investments in cell production. The motto was: Yes, take no chances - secure to the utmost. The preparations for an entry into a local cell production have therefore been endlessly long.

But own cell production is the last missing link in the otherwise well closed value chain. Research, raw material procurement, systems engineering and applications have been well represented for a long time. It would be pointless to start small in cell production. To become competitive with East Asia, the scale must be very large.

After long discussions between (too) many partners, the Terra E project was developed in Germany. Electronics reported on it [1]. In the meantime, the company has been taken over 100% by the BMZ Group, a global producer of battery systems of all kinds, who wants to build a German cell production with Terra E by 2020.

In addition, other projects are starting, initiated in other continents. Because in America, Asia and also Australia you think differently - far more risk-averse. So Terra E suddenly got strong competition from LiStrom , a previously completely unknown company. Behind this is the Australian large-scale company Magnis Resources, which was previously purely focused on raw materials exploration and has been using them for a few years.

The company is one of the world's largest suppliers of graphite, an indispensable material for the anode of lithium-ion batteries. To produce them, the company acquired the necessary know-how from two renowned US researchers with many patents: Prof. Stanley Whittingham and Shailesh Upreti. LiStrom is planning three gigafactories:

In Townsville, Australia, with a capacity of 15 GWh per year;

In the US in the state of New York, also 15 GWh;

In Germany with 32 GWh, there under the name LiStrom.

The location of the German Fab will be located in North Rhine-Westphalia in the Lippe-Emscher region, embedded in a suitable industrial environment in order to exploit synergy effects. The construction should begin in 2019, the production in 2020. Because in the current cell technologies such as NMC (nickel manganese cobalt) and NCA (nickel cobalt aluminum), the Asians already have a difficult to catch up lead, LiStrom does not want to get into this, but puts on one new technology - on battery cells with solid electrolyte.


In addition, other large-scale production facilities are being built in Europe: The Chinese company CATL is building in Saxony, Northvolt in Sweden, Samsung in Hungary, LG in Poland. Liacon and Custom Cells, both spin-offs from the Fraunhofer ISiT in Itzehoe, run smaller production lines specializing in niche applications.

There will be no shortage of customers for the cells. There are already countless companies that buy cells and put battery systems together, tailor-made for each customer. Demand is growing enormously, the fastest in the solar home storage sector, with nearly double the annual increase, and household and garden small appliances, growing at 30 to 35% per year. Then follow e-bikes and wheelchairs. The demand for cells for electric cars has so far only increased by 21% per year.

If local production then begins massively, it will have a tremendous impact on much of the economy. A large number of suppliers and customers profit from this - many small and medium-sized companies, which in future will be able to get cells much easier, even in small quantities. The German engineering and plant construction companies also see this as very positive.

They are exporting a lot to the Far East, but they also want more customers in the domestic market to get feedback on improvements in a shorter time. The previously difficult to bridge spatial and cultural differences between East and West would then lose weight. Instead, uncomplicated ways of communication could open up that promote close networking between many partners.




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 20 2018, 01:41 PM
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In Reply To: blacksheep's post @ Dec 15 2018, 09:26 PM

Germany Bets a Billion on Batteries
BERLIN, December 19, 2018 /PRNewswire/ --

QUOTE
A Franco-German agreement on battery cell production, signed off by Federal Minister for Economics and Energy Peter Altmaier and his French counterpart Bruno Le Maire on Tuesday, could pave the way for €1bn of EU funding for large-scale battery cell production in Germany.

Germany's government has, according to the declaration, already reserved the amount for supporting the development of battery cell production in Germany, but it is hoping that project proposals within the sector qualify as an Important Project of Common European Interest (IPCEI), which would see them gain access to the €1bn IPCEI fund.


read more - https://www.prnewswire.com/news-releases/ge...-846253689.html



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: gumboots  
 
blacksheep
post Posted: Dec 15 2018, 09:26 PM
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In Reply To: blacksheep's post @ Dec 13 2018, 10:50 PM

Further to my post re Maros Sefcovic's meeting 14/12/2018

QUOTE
That is why this Friday (14 December) – under the European Battery Alliance – I am meeting CEOs of main raw materials organisations as well as the European Investment Bank to step up our game.


The following is a tweet from Andrew McDowell, VP of the European Investment Bank (the ‘EU Bank’), for economics, energy, the bioeconomy, evaluation and mandates

QUOTE
Great initiative from @MarosSefcovic Today, I offered @EIB support for bankable projects consistent with #EU environmental and labour standards that secure raw materials for EU #battery production

https://twitter.com/AMcDowell/status/1073628758773587968





--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: gumboots  
 
blacksheep
post Posted: Dec 15 2018, 09:16 PM
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In Reply To: jacsar's post @ Dec 14 2018, 10:16 PM

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why build 3000 kms away from where raw materials are in WA


Does MNS need to build their manufacturing plant in close proximity to lithium - or other battery raw materials?

Most of the LIB manufacturing plants are located in Asia - more than twice the distance from WA and probably more expensive in terms of transportation costs

I think the location was decided on pure economic factors. They would have engaged with a number of different federal/state/local governments and their various bodies (NAIF, CEFC, etc) to see who could offer them the best deal - grants, tax incentives, financial incentives and even making available the land on which to build - clearly Qld was deemed the most attractive on all those fronts.



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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: gumboots  
 
jacsar
post Posted: Dec 14 2018, 10:16 PM
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In Reply To: blacksheep's post @ Dec 14 2018, 07:04 PM

methinks Magnis is dreaming a bit...why build 3000 kms away from where raw materials are in WA and none commercialy found in QLD ...doesn't make sense...transport must come into the equation

 
blacksheep
post Posted: Dec 14 2018, 07:04 PM
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extract from Stockhead article

QUOTE
Imperium3 is currently “dealing with a global group that has lithium assets in Australia”, Mr Peluso says.

https://stockhead.com.au/mining/miniscule-l...ry-makes-sense/

IM3 having next generation solid state battery plans, it makes sense they are talking to a group that has access to lithium.

So who are the global players with lithium assets in Australia - a couple I can think of (there may be others)

1. GXY is regarded as a "global" lithium company - Galaxy is an Australian-based global lithium company with lithium production facilities, hard rock mines and brine assets in Australia, China, Canada and Argentina. Galaxy's global partners covers the top three major lithium battery producing countries in the world, China, Japan and Korea ("Lithium Battery Producing Triangle"). Our partners include the top 13 cathode producers in China, Mitsubishi Corporation (Japan), Korean Resources Corporation (Korea), LG International (Korea) and GS Caltex (Korea).
http://www.mining.com/introducing-a-global-lithium-company/

2. Tianqi Lithium control Talison Lithium Greenbushes mine in WA - is a leading new energy materials company in China and globally with lithium at our core. Our businesses include mining and producing of lithium concentrate and manufacturing of lithium compounds. We have established mineral operations, manufacturing plants and subsidiaries in China (Sichuan, Chongqing, Jiangsu) and Australia, allowing the company to serve customers across the globe. http://www.tianqilithium.com/en/about.aspx?t=49

3. Albemarle is Talison's US based jv partner in Greenbushes - https://www.albemarle.com/businesses/lithiu.../asia-australia The founder of Albemarle's lithium business was Kurt Netto who worked for Metallgesellschaft AG in Germany. The early history of Metallgesellschaft, how it became Chemetall GMBH, which was acquired by Rockwood, which went on to be taken over by Albemarlet Corp can be viewed here
https://www.chemetall.com.au/History-of-Chemetall-GmbH.php

4. Toyota Tsusho has a stake in ASX listed ORE



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: gumboots  
 


blacksheep
post Posted: Dec 13 2018, 10:50 PM
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In Reply To: blacksheep's post @ Nov 20 2018, 12:37 PM

Back in Sept 2017 MNS signed a MOU with TerraE - "to deliver raw materials for the gigafactory for battery cell production it is planning for Germany." - TerraE has now been taken over by BMZ. Not sure if the MOU is still "active", but the following is an article By MAROS SEFCOVIC from the EU on strategic battery raw materials

Raw materials: 'holy grail' of 21st century industrial policy
QUOTE
That is why this Friday (14 December) – under the European Battery Alliance – I am meeting CEOs of main raw materials organisations as well as the European Investment Bank to step up our game.

https://euobserver.com/opinion/143691

Also an article re TerraE/BMZ
Europe’s electric car growth ‘hampered’ by Asian battery cell monopoly
Dec 12 2018
QUOTE
Europe’s e-car boom is only just getting started and with it the potential to completely transform the region’s transport sector. Along with the rise in e-car demand is a concomitant rise in demand for fuel cell batteries, the most important and costly component of an electric car. However, the global battery cell market is firmly in the hands of only a few mainly Asian companies.

And this is causing concern within Europe’s automotive industry and battery sector that the Far East’s cell suppliers are capable of putting a squeeze on Europe’s entire e-car sector. In the worst case scenario this monopoly could upset European automakers e-car plans, many of whom have announced the launch of new electric drive models for the coming years.

Industry sources say that 80 percent of the global battery cell market is dominated by Pansasonic, LG Chem, Samsung SDI and Murata with SK Innovation, CATL, BYD or Lishen among the new entrants to the market. According to Sven Bauer, CEO & founder of the BMZ Group, “Cell manufacturers are taking advantage of their current market position and determining who will be supplied with cells at all and for what prices,” he said.

BMZ introduced lithium-ion technology in Europe more than 25 years ago and uses around 300 million lithium-ion cells per year, including in electric vehicles. It is the largest producer of lithium-ion battery systems in Europe and is currently the largest buyer of Asian cells. BMZ is now looking to break the stranglehold of the Asian cell manufacturers on Europe’s EV and battery suppliers by producing its own cells in Europe.

At the end of November, it took over the majority of the TerraE Holding GmbH consortium, with the goal of building the first cell production in Germany by 2020. The TerraE consortium, comprising 17 major companies and research institutions, was created in 2017. But hopes that the consortium would move quickly to establish a battery facility that would reach a 34 GWh capacity in 2028 were very soon dashed as none of the partners appeared willing to make the considerable necessary investment into cell production.

Now, BMZ one of the original consortium members is hoping to kick start the production of electric car batteries by taking over the consortium and succeeding where TerraE failed. BMZ is committed to spending 300 million euros in the first stage of expansion of TerraE, which will give it a 4 GWh output. In the medium term TerraE is aiming for an 8 GWh cell production. The company is also building a new logistics centre with a total investment of 120 million euros.

At the same time, it is expanding its battery production facilities in Poland and China. Says Bauer: “In future, we will use the cells produced by TerraE to build high-tech battery systems for BMZ automotive customers.” Until then, BMZ is relying on external suppliers such as LG Chem with whom it recently secured a supply agreement for battery cells through to 2022.

read more - https://www.electropages.com/2018/12/europe...-cell-monopoly/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: Amorga  gumboots  
 
blacksheep
post Posted: Dec 12 2018, 02:21 PM
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In Reply To: blacksheep's post @ Dec 11 2018, 09:23 AM

Australia has a ‘once in a generation opportunity’ to become a major battery hub

QUOTE
Who’s taking charge?

Companies are beginning to move up the battery supply chain so they can make more money selling their products.

In Western Australia, major global lithium companies such as Albemarle, Tianqi, and Covalent Lithium are refining lithium into battery grade hydroxide, which fetches a massive price premium compared with lithium concentrate exports.

There are also Australian lithium-ion battery plants currently being built, but they will probably need to import critical battery components from overseas.

In Queensland, the state government has committed $3.1 million towards a feasibility study for a 15GWh gigafactory in Townsville.

This $2 billion project is being developed by an international consortium called Imperium3, led by Boston Energy and Innovation, graphite company Magnis Resources (ASX:MNS), and US company Charge CCCV.

The facility will produce either EV batteries, home storage battery units or micro grids to power small towns. First production is expected by 2020.

https://stockhead.com.au/resources/australi...or-battery-hub/
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: Amorga  gumboots  
 
blacksheep
post Posted: Dec 11 2018, 09:23 AM
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Townsville gets a mention here.

Lithium-rich Australia seeks to lure battery cell manufacturers
extract
QUOTE
Senator Birmingham said that through Austrade's resources team, the government was ramping up efforts to attract overseas investment in the sector and highlight Australia's comparative advantages.

That work is understood to be close to yielding results, with a significant investment by an overseas player in the sector expected to be announced before Christmas.

The report, to be released on Tuesday, found that local lithium producers are beginning to move into new areas of the supply chain, while feasibility studies are under way for local battery production, including a 15-gigawatt-hour "Gigafactory" in Townsville.

read more - https://www.afr.com/business/mining/lithium...20181210-h18xma



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: gumboots  
 
gumboots
post Posted: Dec 7 2018, 07:30 AM
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In Reply To: blacksheep's post @ Dec 6 2018, 12:50 PM

yep... just the trolls pumping fear...

Top 20 looks good, and i do believe AL have further increased there holdings biggrin.gif


could be a crazy 2 weeks coming with the potential for a few announcements

 
 


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