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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
blacksheep
post Posted: Yesterday, 09:49 AM
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LG Chem and GM to invest $2+B for Ohio battery factory, Cadillac EV on tap
Charles Benoit
- Dec. 5th 2019
QUOTE
In July it was announced that LG Chem was working on a potential new billion-dollar US battery cell factory for electric cars. Today in a security filing in South Korea, LG Chem confirmed that investment, and that GM will invest another billion.

Reuters reports that the location is expected to be in the area of Lordstown, Ohio, where GM (pictured in Detroit) recently sold its factory to an EV startup affiliated with Workhorse. This follows news earlier this week that Piedmont Lithium received an important federal permit to proceed with its lithium mine in Gaston County, North Carolina — the second in North America. Looks like Interstate 77 will be America’s hot new lithium corridor.


read more - https://electrek.co/2019/12/05/lg-chem-and-...attery-factory/



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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: Yesterday, 09:46 AM
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In Reply To: blacksheep's post @ Nov 16 2019, 07:14 PM

BATTERY RAW MATERIALS MARKET REPORT 29/11: Cobalt sulfate discount narrows, hydroxide prices fall
An overview of the battery raw materials markets and their latest price moves from the past week
Attached File(s)
Attached File  Battery_Raw_Materials_2019_11_29.jpg ( 185.96K ) Number of downloads: 1

 




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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: Nov 22 2019, 05:55 PM
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Nikola Corporation to Unveil Game-Changing Battery Cell Technology at Nikola World 2020
QUOTE
Technology encompasses world’s first free-standing / self-supported electrode with a cathode that has 4x the energy density of lithium-ion
Achieves 2,000 cycles
Cell technology expected to cost 50% less to produce than lithium-ion
Could drive down the cost of hydrogen and double the range of battery-electric vehicles worldwide
Nikola will share IP with all other OEM’s around the world that contribute.


QUOTE
The date of Nikola World will be announced soon but is expected to be fall of 2020.


read more - https://nikolamotor.com/press_releases/niko...a-world-2020-67



--------------------
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: Nov 22 2019, 03:17 PM
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World’s No. 2 lithium miner SQM hit by weak prices, demand
Cecilia Jamasmie | November 21, 2019

QUOTE
Chile’s Chemical and Mining Society (SQM), the world’s second largest lithium producer, continues to suffer from sustained weak prices and demand for the metal used in batteries that power electric vehicles (EVs) and high tech electronics, with profit falling almost 28% in the three months to Sept. 30.

The Santiago-based lithium giant said net income in the third quarter reached $60.5 million compared to $83.5 million a year earlier, while gross profit reached $134.2 million, lower than the $162.1 million recorded for the same quarter last year.


QUOTE
Prices for lithium carbonate, the most common type used in EV batteries, doubled over 2016 and 2017. Since then, they have fallen by more than 40% to around $9.5 per kilo compared to the $18 per kilo mark they hit in May last year, according to S&P Global Platts.

The main factor behind the price slump is the avalanche of new supply that has hit the make over the past year, triggered mainly mine expansions and a cut in government subsidies for purchasers of electric vehicles in China.

read more - https://www.mining.com/worlds-no-2-lithium-...-prices-demand/




--------------------
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: Nov 19 2019, 02:49 PM
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In Reply To: joules mm1's post @ Nov 19 2019, 02:33 PM

Yep, our very own Scomo - who once likened the Tesla battery to the Big Banana/Big Prawn - "By all means have the world's biggest battery, have the world's biggest banana, have the world's biggest prawn like we have on the roadside around the country," Mr Morrison said" - now wants to make the Banana even bigger biggrin.gif Angus Taylor is even on board the biggest Banana - wonders never cease.

QUOTE
South Australia's big Tesla battery's output and storage will increase by 50 per cent, with help from the State and Federal Government.

Key points:
The Hornsdale Power Reserve near Jamestown will be expanded by 50 per cent
The expansion will take the battery's total capacity to 150 megawatts
The upgrade is expected to be completed by mid-2020 and provide more security to the grid

Once labelled the "Hollywood solution" by Prime Minister Scott Morrison, who also likened it to the world's biggest banana or the world's biggest prawn, the expansion will be financed through the Federal Government's Clean Energy Finance Corporation.

French renewable energy company Neoen said it would take the battery's output from 100 to 150 megawatts, with the South Australian Government committing $15 million and the Australian Renewable Energy Agency contributing $8 million.

Speculation about the expansion has been rife in renewable energy circles after a truck driver filmed several Tesla Powerpacks being delivered to the battery site, near Jamestown in the state's Mid North earlier this month.

It will also expand the battery's storage capacity to 193.5 megawatt hours, allowing it to operate at full power for more than an hour.

The battery was built in 2017 under an agreement between Tesla, Neoen and the former SA government.

Tesla boss Elon Musk flew to Adelaide to announce the battery's construction with then-premier Jay Weatherill, after promising to build it in 100 days or build it for free following a Twitter exchange with Australian tech billionaire Mike Cannon-Brookes.

The arrangement was mocked by several federal ministers, including the newly-installed Prime Minister Scott Morrison.

"By all means have the world's biggest battery, have the world's biggest banana, have the world's biggest prawn like we have on the roadside around the country," Mr Morrison said.

In a statement confirming the Federal Government's investment in the battery expansion, Energy Minister Angus Taylor said it would improve response times on the worst days when demand was at its highest and the wind was not blowing and the sun was not shining.

"Projects like this, combined with the gas and pumped hydro projects that are coming online, are extremely important to the future integration of renewable energy to the South Australian grid," he said.


QUOTE
Opposition energy spokesman Tom Koutsantonis said today's announcement was a validation of the former state government's energy plan.

"It's a vindication that when South Australians work together, we can come up with breakthrough solutions," Mr Koutsantonis said.

"I just hope the Premier recognises that when he criticized the energy plan and the big battery, that criticism was misplaced.

"Indeed, I hope the Prime Minister recognizes that by criticizing the big battery as nothing more than a Big Banana or a Big Pineapple … that those type of demeaning remarks towards this cut-through technology doesn't serve the nation.

"A lot of the other states are still grappling with that transition, South Australia did it before everyone else.


https://www.abc.net.au/news/2019-11-19/sa-b...bigger/11716784



--------------------
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  
 
joules mm1
post Posted: Nov 19 2019, 02:33 PM
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Sustainable Business
November 19, 2019 / 1:01 PM / Updated an hour ago
Neoen to expand world's largest lithium ion battery in Australia
https://www.reuters.com/article/us-hornsdal..._source=twitter




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. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price
 

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blacksheep
post Posted: Nov 19 2019, 02:25 PM
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Tesla may supply batteries and drivetrains for Fiat-Chrysler EVs in the future, says CEO

QUOTE
Fiat-Chrysler might be lagging somewhat among veteran automakers when it comes to the development and rollout of its own all-electric vehicles, but the company might eventually get a valuable lifeline. In recent comments, FCA CEO Mick Manley noted that Tesla may very well provide batteries and drivetrains for future Fiat-Chrysler electric cars.


QUOTE
The idea of Tesla serving as a supplier for other companies’ electric vehicles was mentioned in the company’s recently-held Q3 2019 earnings call. Similar to Manley, CEO Elon Musk seemed optimistic about the idea of Tesla selling its components to other OEMs. Addressing the topic, Musk stated that such initiatives are in line with the electric car maker’s mission.

“It would be consistent with the mission of Tesla to help other car companies with electric vehicles on the battery and powertrain front, possibly on other fronts. So it’s something we’re open to. As a lot of people know, we open-sourced our patents so that those would not serve as an obstacle to the adoption of electric vehicles or solar power or stationary storage. And we’re definitely open to supplying batteries and powertrains and perhaps other things to other car companies,” he said.

https://www.teslarati.com/tesla-batteries-d...-fiat-chrysler/

Will Tesla License Its Electric Skateboard? (Batteries + Powertrain)

QUOTE
On Tesla's Q3 2019 conference call, Elon Musk said Tesla would be willing to sell or license its electric skateboard (batteries + powertrain) to other auto OEMs. Just a couple days later, on Fiat Chryslers earnings call, the company admitted it was considering sourcing batteries from Tesla. Volkswagen is also circling with rumors the company wanted to invest in Tesla to access its battery tech .... Do you think we are on the cusp of Tesla announcing a major battery deal with a legacy car company?

https://www.youtube.com/watch?v=7duZVk4ykUc

Tesla, Inc. (TSLA) Q3 2019 Earnings Call Transcript - extract
QUOTE
George Dailey -- Morgan Stanley -- Analyst

Great. And then, if I could just sneak in one more, so it's been over seven years since you launched the Model S. And many OEMs seem that they don't have the same commitment to battery electric vehicles that you do, and many don't even offer one right now. As your business model proves to be more sustainable, could we potentially see Tesla maybe supplying other OEMs with batteries or software or complete electric vehicle architectures maybe in an effort to accelerate mass adoption of sustainable transport?

Elon R. Musk -- Founder, Chief Executive Officer & Director

Yeah, I think there's -- it would be consistent with the mission of Tesla to help other car companies with electric vehicles on the battery and powertrain front, possibly on other fronts. So it's something we're open to. As a lot of people know, we open sourced our patents so that those would not serve as an obstacle to the adoption of electric vehicles or solar power or stationary storage. And we're definitely open to supplying batteries and powertrains and perhaps other things to other car companies.

https://www.fool.com/earnings/call-transcri...transcript.aspx



--------------------
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: Nov 19 2019, 12:46 PM
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Indonesia hopes for environmental nod soon for battery-grade nickel plants
Reuters | November 18, 2019
QUOTE
Indonesia’s coordinating minister who oversees mining said on Monday he hoped environmental impact studies for factories to produce battery-grade nickel chemicals would be completed by the end of the year.

The studies, known as AMDAL, need to be completed and approved by the environment ministry before investors can proceed, such as China’s stainless steel giant Tsingshan Group which aims to build a high pressure acid leaching (HPAL) plant.

Asked whether the AMDAL would be issued before the end of 2019, the minister Luhut Pandjaitan said: “We hope so.”

He said investment plans for plants producing chemicals from nickel laterite were worth $3.2 billion, including the plant planned by Tsingshan and another planned by Indonesia’s Harita Group.

The government was revising a rule on managing waste from HPAL plants, Pandjaitan said, saying that the aim was to have this finalised within a month.

Indonesia wants to become a global hub for producing and exporting electric vehicles (EVs) to Asia and beyond, starting by processing its rich supplies of nickel ore into battery chemicals before it starts building EVs.

The country will stop exporting nickel ore from January 2020, two years earlier than originally planned, in order to handle processing at home.

Pandjaitan said the government would also issue a new rule to allow the import of used lithium battery components to be recycled into a new batteries in Indonesia.

(By Wilda Asmarini and Fransiska Nangoy; Editing by Edmund Blair)

https://www.mining.com/web/indonesia-hopes-...-nickel-plants/



--------------------
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: Nov 16 2019, 07:14 PM
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Posts: 6,775
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BATTERY RAW MATERIALS MARKET REPORT 15/11: Cobalt hydroxide payables edge lower on limited restocking interest in China
An overview of the battery raw materials markets and their latest price moves.
November 15, 2019
Attached File(s)
Attached File  Battery_raw_materials_market_report_2019_11_15.jpg ( 196.68K ) Number of downloads: 1

 




--------------------
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: Nov 15 2019, 11:33 AM
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In Reply To: mullokintyre's post @ Nov 14 2019, 03:42 PM

Indeed biggrin.gif In the same report it was mentioned

QUOTE
Media reports speculated that German carmakers such as BMW might not be amused by Tesla's decision to build a factory in their backyard. But Brönstrup argued that competition was good for the market and consumers, adding that "German automakers will be able to stand their ground by focusing on their own technological advances.


BMW did confirm they are not fazed about Tesla on their turf in the article below and came out with their own announcement yesterday, although not a Gigafactory - BMW opens Battery Competence Centre in Munich

QUOTE
BMW has opened its new Battery Cell Competence Centre in Munich-Milbertshofen. The centre will develop new battery cells, manufacture them on a prototype scale and test them. The Munich-based company is still not planning for in-house series production.

The new building is about 12,000 square meters with about one third reserved for office space, the rest for laboratories and technical facilities. In the competence centre, BMW wants to be able to cover and analyse the entire spectrum of battery cells.

“In 2008, we set out to research battery cells,” says BMW CEO Oliver Zipse at the opening ceremony. “What you see today is not a start, but another milestone on the road to the future.”

According to BMW, it invested 200 million euros in the centre announced in 2017 – without public funding, Zipse emphasises. Around 200 developers are to develop the cells from scratch – from the purchase of materials to the preliminary products, from the most diverse cell types and formats to testing under extreme conditions. Previously, BMW had researched the cells a few kilometres away on Taunusstrasse in Munich. With the significantly larger new competence centre, BMW intends above all to increase the development speed, “which is currently very important in electromobility”, as BMW managers repeatedly stressed at the event.

Why all the effort when the big cell manufacturers such as CATL, Samsung SDI and LG Chem are also investing billions in cell research though? From BMW’s point of view, it is not only the battery cell that differentiates but also the system integration of the entire battery, including cooling. “We have entirely different possibilities than a cell manufacturer,” says Peter Lamp, Head of Cell Technology Development. “They often don’t understand what’s happening in the vehicle today because they lack experience in integration.”

One analogy BMW repeatedly refers to on this day is the baking of a cake. It doesn’t just depend on the exact quantities and quality of the ingredients, but also on how they are mixed, processed and baked – not every oven is the same. “It’s a very special technology, we need a lot of physicists and chemists,” says Zipse.

BMW didn’t buy off-the-shelf battery cells for the i3, but developed the technology and format itself and then worked with a supplier to ready it for series production. A business model BMW intends to maintain despite its modern competence centre. “It’s not important to produce the cell yourself,” says Zipse. “It’s essential to know what you want from the supplier.” The BMW Group has secured the forecast quantities for the long term through contracts.

QUOTE
And the transparency of raw materials. Zipse announces its intention to achieve “complete transparency”. One example: BMW wants to do without rare earth in its electric drives by switching to externally excited asynchronous motors from 2021.

For the fifth generation of electric car batteries at BMW, the Munich company wants to do without cobalt from the Congo. The company then buys material from mines in Morocco and Australia and makes it available to cell suppliers. In a few years, however, BMW plans to buy again in the Central African country. “We don’t want to exclude the Congo, it’s our declared goal to source in the Congo again,” says materials buyer Peter Zisch. “We believe that we will be able to do this again from 2025 onwards from selected mines”. BMW, BASF and Samsung SDI are already supporting similar projects in the Congo to establish clean and transparent cobalt mining there.

According to Zisch, the purchase of lithium in South America is also conceivable in the future. There are many mines BMW is in contact with, and some are very sustainable in their use of water and other raw materials.

https://www.electrive.com/2019/11/14/bmw-op...ntre-in-munich/




--------------------
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
 
 


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