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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
blacksheep
post Posted: Aug 22 2019, 09:53 AM
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In Reply To: blacksheep's post @ Aug 20 2019, 12:05 PM

“hype” has met “reality - not limited to just lithium, but also cobalt and graphite sadsmiley02.gif

Lithium prices to remain low as “hype” meets “reality” — CRU
Cecilia Jamasmie | August 21, 2019
QUOTE
An ongoing avalanche of lithium supply, coming mostly from Australia, as well as cuts to China’s electric-vehicles (EVs) subsidies, is set to keep prices for the coveted battery metal in the single digits for longer than expected, analysts at commodity research group CRU warn.

Prices for lithium carbonate, the most common type used in the batteries that power electric cars, doubled over 2016 and 2017, but have fallen by more than 40% over the past year, crashing through the $10/kg mark at the end of July.

While many market players continue to forecast long-run prices in the mid-teens, based on bullish forecasts for sales of EVs and energy storage systems, CRU analysts remain unconvinced.

Based on previous experience in other commodities, the experts believe that “hype” has met “reality,” adding that refinery bottlenecks and the potential for ramp-up delays in the mining and refining sectors are not enough reasons to forecast a quick price recovery.

https://www.mining.com/lithium-prices-to-re...et-reality-cru/



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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: Aug 21 2019, 10:33 PM
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Samsung Galaxy S12 Could Feature This Game-Changing Battery Tech
4 hours ago at 1:44 pm by Aman Jain
QUOTE
It has become the norm in the smartphone world that after every major release, reports start filling the Internet with rumors about its successor. The same is true with the Galaxy S10 successor, the Galaxy S11. However, one trusted tipster has gone a step further and triggered talk about the Samsung Galaxy S12.

According to tipster Evan Blass, the Korean firm is planning to use a new battery technology, either by the end of next year or by early 2021. If the claims are accurate, then this new battery tech will be ready to use in the Samsung Galaxy S12. Samsung’s S-series debuts early in the year, while the Note series hits store shelves around August.

“Lithium-ion batteries are…suboptimal. Samsung is hoping to have at least one handset either next year or in 2021, I’m told, which will feature a graphene battery instead,” the tipster said.


QUOTE
Graphene batteries no doubt are superior to lithium-ion batteries, but they are not ready for mass production yet. Blass also noted a similar thing, saying that Samsung still needs to “raise capacities while lowering costs.”

read more -https://www.valuewalk.com/2019/08/samsung-galaxy-s12-graphene-battery/



--------------------
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: Aug 20 2019, 12:05 PM
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Lithium stocks continue to feel the pain of over supply and low prices - as can be seen here. Of course it's not just lithium stocks - it's also cobalt and graphite. I did post some time ago about the Chinese EV subsidies, which drove the original surge, coming to an end

QUOTE
Alita Resources Ltd said on Tuesday that its shipment of lithium concentrate to a China-based chemicals maker was below a previously set floor price amid higher lithium supply.

Alita, which is also listed in Singapore, said it was in discussions with Jiangxi Bao Jiang Lithium Industrial Ltd to restructure the offtake agreement it signed in January.

It shipped 10,500 dry metric tonnes (dmt) of lithium concentrate to the Chinese company below the agreed floor price of $680 dmt, as the lithium miner sought to offload its stockpile due to a challenging market for spodumene, a hard-rock mineral mined for lithium.

A shipment at the beginning of August went according to the pre-determined price.

Market conditions for lithium, a key ingredient in the battery industry, have worsened because of lower demand from Chinese customers after a change in the country’s electric vehicle subsidies and global trade tensions.

https://www.mining.com/web/australias-alita...lithium-market/



--------------------
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: Aug 17 2019, 04:31 PM
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In Reply To: blacksheep's post @ Aug 12 2019, 02:13 PM

BATTERY RAW MATERIALS MARKET REPORT 16/08: Cobalt sulfate discount widens as salts rally stalls; metal trades above $15/lb
An overview of the battery raw materials markets and their latest price moves.
Attached File(s)
Attached File  Battery_raw_materials_market_report_16_08_2019.jpg ( 189.96K ) Number of downloads: 0

 




--------------------
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: Aug 14 2019, 07:58 PM
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Posts: 6,141
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Interesting read

The Strategic Metals Supply Chain in an Era of De-globalization
August 13, 20191
By Chris Berry
http://www.discoveryinvesting.com/blog/201...ls-supply-chain



--------------------
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: Pendragon  
 
blacksheep
post Posted: Aug 12 2019, 07:36 PM
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Posts: 6,141
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Tesla Battery Guru Jeff Dahn Claims New Lithium-Ion Cell Outperforms Solid-State Batteries
August 9th, 2019 by Steve Hanley
QUOTE
Tesla watchers know that Jeff Dahn and his team at Dalhousie University in Halifax, Nova Scotia, are world leaders in lithium-ion battery research. For years, Dahn worked exclusively for 3M, but when that arrangement ended, Tesla swooped in and signed a contract for Dahn to work for the Silicon Valley car/tech/energy company.

QUOTE
Research published by Dahn and his team in the journal Nature Energy on July 15 reveals they have created new lithium-ion pouch cells that may outperform solid-state technology battery. Here’s the abstract of that research report:

“Cells with lithium-metal anodes are viewed as the most viable future technology, with higher energy density than existing lithium-ion batteries. Many researchers believe that for lithium-metal cells, the typical liquid electrolyte used in lithium-ion batteries must be replaced with a solid-state electrolyte to maintain the flat, dendrite-free lithium morphologies necessary for long-term stable cycling.

“Here, we show that anode-free lithium-metal pouch cells with a dual-salt LiDFOB/LiBF4 liquid electrolyte have 80% capacity remaining after 90 charge–discharge cycles, which is the longest life demonstrated to date for cells with zero excess lithium. The liquid electrolyte enables smooth dendrite-free lithium morphology comprised of densely packed columns even after 50 charge — discharge cycles. NMR measurements reveal that the electrolyte salts responsible for the excellent lithium morphology are slowly consumed during cycling.”


QUOTE
Is Tesla on the verge of replacing the cylindrical cells in its battery packs with Jeff Dahn’s pouch cells? Not just yet. There is a lot of research and testing left to do before they becomes suitable for commercial production, but they may signal an important step forward for energy storage in the years ahead.

read more - https://cleantechnica.com/2019/08/09/tesla-...tate-batteries/



--------------------
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: Aug 12 2019, 02:13 PM
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Posts: 6,141
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In Reply To: blacksheep's post @ Jul 27 2019, 03:35 PM

BATTERY RAW MATERIALS MARKET REPORT 09/08: Cobalt prices jump on Mutanda production halt news
An overview of the battery raw materials markets and their latest price moves
https://www.metalbulletin.com/Article/38884...-halt-news.html
Attached File(s)
Attached File  Battery_raw_materials_table_2019_08_09_2.jpg ( 195.18K ) Number of downloads: 0

 




--------------------
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: lgrif  
 
blacksheep
post Posted: Aug 10 2019, 12:08 PM
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China Molybdenum seeks opportunities to beef up battery metals business
Reuters | August 9, 2019
extract
QUOTE
Among the battery raw materials, CMOC would be interested in taking a deeper look at nickel, Li later told press at a briefing. While lithium was interesting, he said, it was plentiful.

CMOC also pledged to expand its Northparkes copper mine in Australia earlier this year with more than A$200 million ($136 million) in investment.

“It would be interesting to look at other opportunities in Australia. But it is becoming more and more difficult to find opportunities,” Li said.

This is partly because major miners have repaired their balance sheets after the 2015 commodity bust that saw majors such as Anglo American and Freeport-McMoRan divest assets in a frantic drive to raise cash.

“Maybe (we) just need more patience or perhaps (to) look for a more creative partnership,” he said, declining to elaborate on what a “more creative” partnership may look like.

https://www.mining.com/web/china-molybdenum...etals-business/



--------------------
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: Aug 10 2019, 11:59 AM
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Posts: 6,141
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Santiago’s Electric Bus Fleet Cuts Costs and Cleans the Air
The Chilean city will have almost 400 of the Chinese-made vehicles on the road by October.
Tamara Merino
QUOTE
A terminal in Peñalolén, Santiago, has 65 chargers; the station was constructed by power supplier Enel X
Fully charging one bus takes 2.5 hours

https://www.bloomberg.com/news/features/201...-cleans-the-air




--------------------
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: Aug 9 2019, 01:18 PM
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Indonesia president signs new EV decree to bolster industry
By Reuters• last updated: 08/08/2019
extract
QUOTE
Resource-rich Indonesia has been seeking to carve out a downstream industry based on its supplies of nickel laterite ore, which is used in lithium batteries.

“The business strategy can be designed in this country so that we can get ahead of others in building an inexpensive electric car industry, which is competitive because the raw materials are here,” he said on the sideline of an event at the headquarters of the Association of Southeast Asian Nations, according to the statement.

Widodo warned that building such an industry would take longer than “a year or two”, because it must also create a new market.

read more - https://www.euronews.com/2019/08/08/indones...olster-industry



--------------------
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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