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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
Nopoo
post Posted: Dec 13 2019, 01:59 PM
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Ruralink Begins Construction of its First Wireless Network

RVR.CSE


https://www.ruralinkwireless.com/





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Nopoo
 
blacksheep
post Posted: Dec 7 2019, 09:21 PM
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Why Tesla getting into the mining business makes sense - https://www.youtube.com/watch?v=wrmj7l8GqvA
3,140 views•Dec 6, 2019
Sean Mitchell

QUOTE
This is about more control over the entire production process from beginning to end

Today date Tesla relies on Panasonic to source raw materials, refine raw materials, produce battery cells in their facilities, then pass them off to Tesla to make battery packs.

We know that Tesla has been making moves to produce their own batteries with acquisitions of Maxwell and Hibar.

The last remaining piece of the puzzle is sourcing raw materials and the refinement of them.

Nickel is the single largest raw material.


What will Tesla’s new 2020 tech announcement be?: https://youtu.be/4zLNTN5c7qI

Tesla's Battery Exec Kurt Kelty Talks About The Gigafactory: https://youtu.be/s73nWTefuUM

Tesla referral code: http://ts.la/sean510




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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 7 2019, 08:49 PM
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A selection of interviews from the recent Benchmark Minerals Week 2019

Simon Moores: 2020 is the Battery Metals Revolution Decade

Joe Lowry: Now is the Time to Put Money in High-quality Lithium Stocks

Chris Berry: 2 Factors That Will Determine Lithium Winners

Andrew Miller: Lithium Prices Certainly Close to Bottoming

Howard Klein: We’ll Bottom in Lithium 2.0, then Lithium 3.0 Will Start

Emily Hersh: Pay Attention to Social Unrest in the Lithium Triangle

Rodney Hooper: Price isn’t Everything When Choosing Lithium Stocks

Caspar Rawles: Will Cobalt See a Reversal of Fortunes in 2020?

Jim Lennon: 3 Nickel Price Factors to Watch in 2020

Adam Panayi: Quality and Availability Key for EV Batteries in the Short Term

https://investingnews.com/daily/resource-in...video-round-up/



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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 7 2019, 02:43 PM
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Nickel, cobalt price: Electric car sales are tanking, but metal use spikes
Frik Els | December 5, 2019
QUOTE
A bright spot for the mining industry, however, is the fact that the average nickel, cobalt and manganese use per EV battery continues to rise despite weakening market conditions, according to Adamas.

In October 2019, the average EV sold globally contained 22% more nickel, 19% more cobalt and 15% more manganese than the same month last year, helping suppliers offset the broader slowdown in EV sales and average battery capacity growth globally:

Overall, nickel has continued to outperform the market due to the ongoing shift from low-/no-nickel cathode chemistries, such as LFP and NCM 111 [equal parts nickel-cobalt-manganese], to higher-nickel varieties, such as NCM 523, 622, 811, as well as the latest generation of NCA used in the Tesla Model 3.

Additionally, cobalt has continued to outperform the market due to the rising popularity of cobalt-bearing NCM cathode chemistries in China, which continue to glean market share from the once-ubiquitous (and cobalt-devoid) LFP cathode alternative.

And in similar fashion, manganese has continued to outperform the market due to the ongoing shift in China from manganese-devoid (or manganese-minimal) cathode chemistries, such as LFP, to higher-manganese varieties, such as NCM 111, 523, 622 and 811.

https://www.mining.com/nickel-cobalt-price-...tal-use-spikes/



--------------------
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 6 2019, 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: Dec 6 2019, 09:46 AM
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Posts: 6,791
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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  
 

sentifi.com

Share Cafe Sentifi Top themes and market attention on:


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/




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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 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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