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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
blacksheep
post Posted: Nov 16 2019, 07:14 PM
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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
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Attached File  Battery_raw_materials_market_report_2019_11_15.jpg ( 196.68K ) Number of downloads: 0

 




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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: 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/




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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
 
mullokintyre
post Posted: Nov 14 2019, 03:42 PM
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Ha thats cool, An American Auto company opening an electric vehicle plant in Germany, versus a German Auto Company opening an electric vehicle plant in America!
Nothing like a little irony to keep the world turning.
Mick



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sent from my Olivetti Typewriter.
 
blacksheep
post Posted: Nov 14 2019, 02:16 PM
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Brandenburg happy to get Tesla Gigafactory in eastern Germany
Tesla's decision to build a Gigafactory in the Eastern German state of Brandenburg surrounding Berlin has been met with unconditional approval by people living there. They're already dreaming about thousands of jobs.
https://www.dw.com/en/brandenburg-happy-to-...many/a-51222973

Ongoing Brexit issues in the UK are said to have contributed to Tesla selecting Germany over the UK - their original plan

Why Elon Musk picked Germany not the UK for Tesla's Europe gigafactory

QUOTE
The news is a blow to Britain, where car makers are struggling under the pressure of the wider global slowdown, with problems compounded by uncertainty over Brexit.

Failure to seal a free trade deal is a massive worry for the industry, which employs 168,000 people directly in vehicle manufacturing and five times that in the wider sector. Combined, they generate annual turnover of £82bn and are responsible for 14.4pc of the UK’s goods exports: 80pc of the 1.5m cars built in Britain are sold abroad, mostly to Europe.

However, Musk’s decision is not a shock, says Professor David Bailey, an automotive industry expert at Birmingham University.

“Despite some excellent work here on battery R&D, it’s little surprise that Tesla didn’t really consider the UK as a location,” he says. “Brexit uncertainty has stymied investment in the automotive industry, which is down by over 80pc in the last three years.

“The longer that uncertainty goes on the higher the risk the UK misses investment in the new automotive technologies that are coming.”


https://www.telegraph.co.uk/technology/2019...pe-gigafactory/



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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: Nov 14 2019, 11:14 AM
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November 13, 2019 10:32 AM Eastern Standard Time
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Volkswagen of America today marked the start of construction for its electric vehicle production facility. The Chattanooga site, where production begins in 2022, will be Volkswagen's North American assembly base for electric vehicles.

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Volkswagen Breaks Ground on Expansion for Electric Vehicle Production in United States
Overall plant expansion brings $800 million investment, 1,000 jobs
VW plans to expand body shop by 564,000 square feet
Volkswagen also announces new battery pack assembly facility

extract
QUOTE
Battery pack assembly

The company also announced it intends to build a 198,000–square-foot plant for the assembly of battery packs for EVs at the Chattanooga site.

“With Volkswagen’s expansion, Tennessee is on the cutting edge of the move to electric vehicles and our workforce is up to the challenge,” Tennessee Gov. Lee said. “We look forward to a continued partnership with VW and the growth of advanced manufacturing in Chattanooga and beyond.”

Ambassador Haber added, "The United States plays an absolutely central role in German carmakers’ global activities. German carmakers like Volkswagen have already invested here, in Tennessee and in the U.S. as whole, creating jobs and training young employees. I wish Volkswagen of America and this new facility for electric vehicles all the best and a lot of success."

Tom du Plessis, Volkswagen Chattanooga CEO, said the expansion signals the start of new, high-tech processes in the plant. Hiring for the new assembly will begin in early 2020 and will continue as needed for ramping up production, he said. Positions added for the expansion include supervisors, specialists and a variety of engineers specializing in electrical, software, mechanical, manufacturing, chemical and quality.

“Electric vehicle and electric vehicle battery production require new and different technical skills than those we currently use,” du Plessis said. “We're working with our colleagues abroad, as well as with the Volkswagen Academy, to ensure our team members are well-prepared.”


read more - https://www.businesswire.com/news/home/2019...icle-Production



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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
 
joules mm1
post Posted: Nov 13 2019, 09:53 PM
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COMMODITIES
NOVEMBER 13, 2019 / 5:04 PM / UPDATED 3 HOURS AGO
Lithium producers hit by first big downturn of electric vehicle era

https://www.reuters.com/article/us-lithium-..._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 13 2019, 11:21 AM
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Pallinghurst is chaired by Brian Gilbertson - former BHP boss. They are looking to take controlling interests in battery materials projects such as lithium, graphite, and cobalt, but only targeting their investments in countries such as North America, Europe and Australasia - not Africa or Latin America. Pallinghurst has already invested in Nouveau Monde Graphite (Montreal) and is in negotiation with another North American company Nemaska Lithium.

Pallinghurst and Traxys to invest $2bn in battery materials
https://www.ft.com/content/3723f12e-0549-11...84-fbbacad9e7dd

Latest PR from Nouveau Monde Graphite - Nouveau Monde Provides an Update on Its Strategy to Produce Spherical Graphite Destined to Lithium-ion Batteries Market
extract
QUOTE
Equipment and Demonstration Plant

The equipment has been shipped following this validation phase, which was conducted in Asia by Nouveau Monde’s technical team. The Company expects to receive the equipment on Canadian soil at the end of Q4 2019. The equipment will be installed at the Company’s currently operating demonstration plant in Saint-Michel-des-Saints, to test the process developed by NMG for the production of value-added products (VAP) as of Q1 2020. Seneca has been awarded the engineering-procurement-construction contract for the micronization and spheronization demonstration plant.

Nouveau Monde is also developing a thermochemical purification process to complete its market offering, adding products with a purity above 99.95%. To this end, NMG has reserved an option to purchase 2 million square feet of land in the Bécancour Industrial Park in Quebec, an area with excellent development potential for the electric battery sector (KPMG, April 2019) due to the low cost of energy, availability of labour, access to logistical infrastructure and proximity to the U.S. market.

Nouveau Monde plans to build the secondary transformation plant for the production of anode material for lithium-ion batteries at an initial capacity of 35,000 tonnes per year for the first phase, and then up to 100,000 tonnes per year, with potential supply agreements with other graphite suppliers.

read more - https://markets.businessinsider.com/news/st...rket-1028680150



--------------------
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
 
nipper
post Posted: Nov 12 2019, 07:52 PM
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Why Lithium Batteries Fail
https://www.sciencedaily.com/releases/2019/...90821135244.htm

QUOTE
The discovery, published Aug. 21 in Nature, challenges the conventional belief that lithium metal batteries fail because of the growth of a layer, called the solid electrolyte interphase (SEI), between the lithium anode and the electrolyte.

The researchers made their discovery by developing a technique to measure the amounts of inactive lithium species on the anode -- a first in the field of battery research -- and studying their micro- and nanostructures.

The findings could pave the way for bringing rechargeable lithium metal batteries from the lab to the 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
 
nipper
post Posted: Nov 7 2019, 03:54 PM
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QUOTE
Early next year, one of the first power projects that combine solar and wind generation with battery storage is planning to start up in Queensland. The Kennedy Energy Park, just outside the sleepy town of Hughendon, will combine 43 megawatts of wind and 20 megawatts of solar with a 2-megawatt Tesla lithium-ion battery.

Hybrid projects like Kennedy aim to tackle a problem faced by climate change challengers, and grid planners, across the globe: how to firm-up intermittent renewable power so that the lights stay on when the sun doesn't shine or the wind doesn't blow.

It could also be a precursor of what's to come in the next decade. Plunging green technology costs are opening up markets and suppliers are seeking new avenues to combat falling margins. Australia, India, and the US already have a combined pipeline of more than 4000 megawatts of hybrid, or co-located projects, according to BloombergNEF analysis.

Kennedy Energy Park's location is one of the best on the planet for pairing a strong and consistent solar resource with a highly complementary wind profile, said Roger Price, chief executive officer of Windlab, the company leading the development along with Eurus Energy Holdings.....

Originally Bloomberg, ...
https://www.afr.com/policy/energy-and-clima...20191106-p537sf



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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: Nov 6 2019, 12:46 PM
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Lithium could see further boom-bust cycles in long term
By MICHAEL GREENFIELD, MICHAEL GREENFIELD
Published: Tuesday, 05 November 2019
extract
QUOTE
Demand for lithium carbonate is probably fully covered until 2025, but the market could return to undersupply due to the current investor hesitance to invest in the lithium supply chain.

A lack of investment in the lithium supply chain could push the market back into undersupply in the second half of the next decade, and further boom-bust cycles may follow, delegates at the London Metal Exchange’s LME Week heard.

A shortage of lithium is being forecast in the long term due to the lack of investment in mining projects, speakers and panelists said during a panel discussion at the event last week.

Demand for lithium will catch up with today’s oversupply but, given the weakness in prices, miners were reluctant to invest in new or expanded capacity, because this could move the market into undersupply by the middle of the next decade, they added.

As a result, the market will experience further boom and bust cycles, according to Daniel Jimenez, partner at consultancy iLi Markets, who was speaking on the LME Week Battery Materials panel on October 31.

William Adams, head of base metals and battery research at Fastmarkets, described the electric vehicle (EV) and battery materials market as being in a "valley of disappointment," in a presentation that preceded the panel. These sentiments were later echoed by the panelists.

The lithium market has been facing low prices, a weakening global economic outlook, a softening in demand for EVs, and lithium mining projects that have either cut their output or halted altogether.


read more - https://www.indmin.com/Article/3902774/Lith...-long-term.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
 
 


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