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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
nipper
post Posted: Apr 25 2019, 10:59 AM
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High Purity Alumina
https://www.sharecafe.com.au/2019/04/24/is-...tery-gold-rush/
QUOTE
HPA has various industrial uses, ranging from ceramics to sapphire glass to light emitting diodes (LEDs).

But the focus of would-be producers is on the 99.99 percent purity stuff, also known as 4N, which is most suited to lithium ion batteries. Specifically, the material is an additive to ceramic separators, which lie between the anodes and cathodes in a battery.

Commodity analysts CRU estimate HPA demand of 40,000 tonnes in 2018, growing to 120,000t in 2025 almost entirely on the back of the battery market.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Apr 10 2019, 10:32 PM
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Been a big week of EV talk in the media - some good, some downright nonsense, including the demise of the tradies V8 ute, mum's SUV, a "doctored" Top Gear video of an EV running out of "fuel", lame arguments about charging times, etc, etc. Most coming from our politicians thumbdown.gif

A couple of tweets from Senator Michaelia Cash - she took the nonsense cake

QUOTE
Out and about in Central Coast NSW talking with tradies this morning - Labor need to explain to Australia’s tradies why they want to ban their favourite utes and force them to pay more #saveourtradiesutes


QUOTE
Great to be on the road with @ScottMorrisonMP, @LucyWicksMP and Jilly Pilon at Central Coast Motor Group. We will stand with Australia’s tradies and say no to Labor’s Car-Bon Tax on their utes #saveourtradiesutes


Little did she know there are already electric utes available today - others are planned to be - including the electric version of the Hilux ute by 2025. This is the Rivian R1T all-electric dual-cab ute concept - pretty impressive https://www.youtube.com/watch?v=QMfxJEfb4lw.

Me thinks Michaelia Cash prefers this ute biggrin.gif
https://www.youtube.com/watch?v=DEtDxkt8arU...eature=youtu.be





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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  triage  
 
blacksheep
post Posted: Apr 10 2019, 08:55 PM
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MEDIA RELEASE
Wednesday 10 April 2019
WA home to $135 million national battery research hub
extract
QUOTE
Western Australia will host a national consortium to position Australia as a global leader in the manufacture and supply of batteries after a $135 million industry-backed research hub was supported by the Federal Government.

Federal Minister for Industry, Science and Technology, the Hon Karen Andrews, announced today that the Curtin University-led national collaboration of 58 industry, government and research partners had been successful in its bid to establish the Future Battery Industries Cooperative Research Centre (CRC).


QUOTE
The Australian Government has committed $25 million to support the development of the Future Battery Industries CRC, following a $28 million commitment from industry, government and research partners.

The Western Australian State Government seeded the bid with a combined $6 million in provisional funding to support to establishment of the Future Battery Industries CRC in Perth, Western Australia.

Led by Curtin University, the Future Battery Industries CRC is supported by Multicom Resources, Galaxy Resources, Protean Energy, Tianqi Lithium, BHP Nickel West, IGO, HEC Group, Syrah Resources, Clean TeQ, Stealth Technologies, Lava Blue, Kibaran Resources, Pilbara Metals Group, BOC Limited Proxa Australia, Yurika, Switch Batteries, Volt Resources, FYI Resources, Lynas Corporation, Magellan Power, Cobalt Blue, Energetics, Envirostream, Mining and Process Solutions, MRI (Australia), Total Green Recycling, RaptorTech, Synergy, EQL, Josh Byrne and Associates, Australian Vanadium, Gemtek Group, MRIWA, DST Group, DNRME, Department of Energy and Mining, GEDC, City of Kwinana, Chemistry Centre of WA, Everledger, Climate KIC, CMEWA, South Metropolitan TAFE, Dassault Systemes, The University of Western Australia, Queensland University of Technology, University of Melbourne, Murdoch University, University of Adelaide, University of Technology Sydney, CSIRO, Live-in Learning, OCI Company, GNS, Korean Institute of Geoscience and Mineral Resources and CSIR-Institute of Minerals and Materials Technology.

read more - https://news.curtin.edu.au/media-releases/w...m_campaign=news



--------------------
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: Apr 10 2019, 11:59 AM
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An Interview with the Father of the Lithium-ion Battery: John B. Goodenough
Published on April 8, 2019
extract
QUOTE
Comments on Li-ion battery
JBG: Although the Li-ion battery has transformed our modern way of life, it has not enabled modern society’s emancipation from dependence on the energy stored in a fossil fuel, a dependence that is not sustainable. The Li-ion battery has two defects that hinder its use in large-scale batteries (7,000 cells in a Tesla battery for example). First, metallic lithium is plated on a carbon negative electrode during a fast charge, which results in dendrite formation and growth on charging from an organic-liquid electrolyte. Therefore, its use to power an electric road vehicle is restricted to a hybrid power source that is charged overnight. Second, if the battery is overcharged, the cathode emits O2 gas with potentially explosive consequences. In a Tesla vehicle, for example, the control of the multiple cells from too fast a charge and from overcharge is as expensive as the battery manufacture. Large-scale Li-ion batteries are plagued by safety and cost issues. On the other hand, all-solid-state batteries are plagued with problems of capacity on fast charge/discharge rates. An amorphous, ferroelectric glass electrolyte developed by M. Helena Braga of Porto, Portugal, the “Braga glass”, offers new battery possibilities, but the Braga glass is very hydroscopic and must be handled properly to be used successfully.

read more - https://www.linkedin.com/pulse/interview-fa...hn-b-metallurgy


Some further reading on the Braga glass” battery
On the skepticism surrounding the "Goodenough battery"
29 Mar 2017
http://lacey.se/2017/03/29/on-the-skeptici...enough-battery/

The Braga/Goodenough glass battery part 2: of course I'm still skeptical
05 Jul 2018
http://lacey.se/2018/07/05/glass-battery-part-2/



--------------------
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: Apr 9 2019, 10:04 PM
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Battery Materials 2019 commences tomorrow in Shanghai China. Agenda linked below
https://www.indmin.com/events/battery-materials/agenda.html

QUOTE
BATTERY MATERIALS CONF: Key talking points ahead of the Shanghai conference
Key talking points across the battery raw materials markets ahead of Fastmarkets’ second annual Battery Materials Conference, taking place this week in Shanghai, China.

Will China’s cobalt metal imports pick up significantly in 2019?
When global cobalt metal prices bottomed out in late March and made a quick turnaround at the beginning of April, some Chinese traders and consumers resumed their appetite for importing material amid a positive import arbitrage, evident by the extensive inquiries and aggressive bids. The question is whether those inquiries will materialize into actual purchases.

Chinese import arbitrage has traditionally been in mild negative territory, but due to the bearish outlook shared by Chinese market participants towards the ramp-up of production of cobalt hydroxide, China’s theoretical import loss widened to over $11 per lb last November. China imported only 6 tonnes of cobalt metal in October 2018, an all-time low.

However, after international benchmark cobalt price fell heavily between December and February, China’s import loss turned to a profit early this year, at $1.55 per lb in late March – the highest level even seen in the past few years.

Is there an appetite for cobalt hedging?
The shift in cobalt prices compared with a year ago attests to the market’s potential volatility and in response the London Metal Exchange launched a new cobalt contract, cash-settled against Fastmarkets’ benchmark price assessment, last month. A pronounced move in prices on the down side, especially since the beginning of the year, has brought out buyer interest but has slowed the uptake of the new hedging mechanism pending a narrowing of the bid-offer spread. At the same time, a recent rebound in prices, combined with the expectation that electric vehicle (EV) manufacturers will consider it essential to hedge their cobalt exposure, means interest is circling around the new contract.

What do lower cobalt prices mean for the shift to nickel-rich cathode chemistries?
Multi-year price highs and changes to China’s EV subsidy policy were forcing discussions about an expedited shift to 811 battery cathodes at the time of last year’s conference. Cobalt prices stand about 66% lower than a year ago, meaning one of those factors has disappeared. While China’s latest subsidy policies give preference to higher energy-density vehicles (and therefore higher-nickel, lower-cobalt battery cathodes), lower cobalt prices plus recognized development costs and safety concerns mean that transition is unlikely to continue at the pace expected a year ago.

In addition, the subsidy program will be scrapped from 2020, so NCM622 lithium-ion batteries could prove themselves as the mainstream option, having been invested in and developed for comparatively longer time [than 811], while also meeting the demand for high driving range and energy density that is required by medium- and high-end markets.

How to avoid a class one nickel deficit?
Concerns around a shortage of nickel suitable for use by the battery sector are growing, with the market lacking the supply response that has faced the cobalt and lithium markets. Investment in class one nickel projects has largely been on the back burner as LME nickel prices languish below levels considered necessary to incentivize investment. In addition there are concerns an increase in nickel price – fueled by battery sector demand – would trigger an increase in NPI production, which cannot be used to produce sulfate. One suggestion is that the nickel market will split in two – the traditional reference to reflect the dynamics of the steel market, and a new reference to reflect the different fundamentals of the battery sector.

Lithium prices facing supply pressure
China’s spot battery-grade lithium carbonate and hydroxide markets have seen a very slow price decrease since the beginning of the year due to a deceleration in spot consumption. The expected reduced value of the 2019 new energy vehicle subsidy policy paid to manufacturers and tightening of the requirements from last year policy kept consumers from purchasing additional material in the spot market for most of the first quarter of 2019.

Market participants are mulling the impact of additional units of lithium compounds added to the Chinese market year on year, as well as the recent VAT cut that could also help push prices down in the coming weeks.

The Chinese domestic spot battery-grade lithium carbonate price (min 99.5% Li2CO3) fell to 70,000-78,000 yuan per tonne on Thursday April 4, from 75,000-85,000 yuan per tonne on January 3, on a China ex-works basis.

Battery-grade lithium hydroxide monohydrate (min 56.5% LiOH.H2O) fell to 93,000-98,000 yuan per tonne [LINK] on Thursday April 4, from 99,000-109,000 yuan per tonne on January 3, on a China ex-works basis.

What factors might dominate the spherical graphite market in 2019?
The relative lack of volatility in spherical graphite prices in 2018 helped underpin the healthy development of the downstream EV industry. But environmental inspections ahead of the international Shanghai Cooperation Organization summit in May of 2018 led spherical graphite producers in the production hub of Shandong province to suspend operations, leading to tighter supply. Similar inspections ahead of the National People’s Congress and Chinese People’s Political Consultative Conference in March 2019 further tightened supply.

Participants expect environmental inspections to continue to dominate the market this year given there are still some producers who are not meeting the required environmental standards.

Will China turn into a major importer of upstream flake graphite?
Although Chinese imported negligible volumes of natural flake graphite – the key raw material in the production of spherical graphite – few years ago, that trend has changed dramatically.

In some Chinese production hubs such as Shandong province, the grade of flake graphite mined has gone down and local resources have dried up due to decades of unregulated mining activity. But the growing demand for flake graphite from the EV and other industries has left China needing foreign products to fill its domestic supply gap.

In 2018, China imported a total of 60,254 tonnes of flake graphite, significantly more than the 5,482 tonnes that entered the country in 2017.

https://www.metalbulletin.com/Article/38679...conference.html



--------------------
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: Apr 7 2019, 12:08 PM
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In Reply To: blacksheep's post @ Mar 4 2019, 02:34 PM

BATTERY RAW MATERIALS MARKET REPORT 05/04: Cobalt extends recovery; consumers, traders continue restock
An overview of the battery raw materials markets and their price moves from the past week.
https://www.metalbulletin.com/Article/38678...ue-restock.html



--------------------
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: Apr 7 2019, 11:17 AM
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Volkswagen Group secures lithium supplies
QUOTE
The Volkswagen Group and Ganfeng Lithium Co., Ltd. registered in Jiangxi (China) have signed a memorandum of understanding on long-term lithium supplies for battery cells. Under the agreement, Ganfeng will supply lithium to the Volkswagen Group and its suppliers for the next ten years. Volkswagen is thus already securing a significant share of its lithium requirement for batteries.

read more - https://www.volkswagen-newsroom.com/en/pres...m-supplies-4804
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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: Apr 5 2019, 09:03 PM
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Energy group Total's Saft arm strikes China batteries deal
QUOTE
PARIS, April 4 (Reuters) - The Saft subsidiary of French energy group Total has struck a new deal to expand its presence in China in the fast growing market for batteries, energy storage and electric vehicles.

Total said on Thursday that Saft had signed an agreement with Tianneng Energy Technology to create a joint venture to expand their lithium-ion activity.

The companies did not disclose the value of the deal.

Manufacturing will be based at the Changxing Gigafactory, with a potential capacity of 5.5 gigawatt hours (GWh), part of which is already in operation.

Total’s Saft arm will have a 40 percent shareholding in the new venture, while Tianneng will hold the remaining shares.

read more - https://www.reuters.com/article/total-china...l-idUSL8N21M13N



--------------------
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: Apr 5 2019, 08:58 PM
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China scrambles to tap EV battery recycling opportunity
Wave of used lithium-ion cells a potential gold mine for battery makers and recyclers alike
AKIHIDE ANZAI, Nikkei staff writer
APRIL 04, 2019 13:21 JST
QUOTE
TOKYO/HONG KONG -- Rising demand for electric vehicles is creating a big problem: what to do with old batteries.

China, the world's biggest EV market, is particularly keen to come up with a solution, as it prepares to end subsidies for battery makers by 2020.

Electric cars hit the market about 10 years ago, which is about as long as the useful lifespan of most EV batteries. Soon there will be a wave of old batteries to deal with.


read more - https://asia.nikkei.com/Spotlight/Electric-...ng-opportunity2
 




--------------------
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  
 
nipper
post Posted: Apr 5 2019, 08:50 PM
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In Reply To: blacksheep's post @ Apr 5 2019, 08:12 PM

We've also got all the essential inputs to make ships, and cars and etc etc



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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