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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
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.
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Attached File  Battery_raw_materials_market_report_16_08_2019.jpg ( 189.96K ) 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: Aug 14 2019, 07:58 PM
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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



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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: Pendragon  
 
blacksheep
post Posted: Aug 12 2019, 07:36 PM
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Posts: 6,076
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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/



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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 12 2019, 02:13 PM
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Posts: 6,076
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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
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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: 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: 6,076
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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




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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 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



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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
 
nipper
post Posted: Aug 7 2019, 12:33 PM
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Enhanced Li-ion density... greater than solid state??

https://electrek-co.cdn.ampproject.org/v/s/...-solid-state%2F



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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: Aug 6 2019, 09:59 AM
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None of them give a toss about graphite

The top miners are split on how to chase the EV battery boom
Bloomberg News | August 5, 2019
QUOTE
The world’s biggest miners, including BHP Group and Glencore Plc, are finally firm believers in the electric vehicle battery revolution — what they don’t agree on is which metals will deliver the best long-term exposure to the developing global market.

BHP has revived a declining nickel unit in Western Australia to target the sector, while Rio Tinto Group is accelerating work to enter the lithium market. Glencore is focusing on cobalt and copper and Anglo American Plc is examining prospects for platinum and palladium to be deployed in future battery technologies.

“We did a review of all the battery input materials — nickel, cobalt, lithium,” said Eduard Haegel, asset president at the BHP’s Nickel West unit. “We think that in the medium-to-longer term there will be a margin that will be sticky for nickel — we think it’s an attractive commodity.”


QUOTE
BHP sees an abundant global supply of lithium, and regards cobalt as at risk of substitution, reducing the attractiveness of both commodities, Chief Financial Officer Peter Beaven said in a May speech. Rio also remains wary over cobalt, while Glencore CEO Ivan Glasenberg said in 2017 the company has “zero interest’’ in lithium, in part because of a lack of arbitrage opportunities.

Picking winners hasn’t been helped by price gyrations. Key battery metals have faltered in the past year after dramatic gains. That’s chiefly been on concern that incumbents and new producers have added too much volume too quickly, as well as on short-term worries over a slower pace of growth in China’s electric vehicle market, the world’s largest.

read more - https://www.mining.com/web/the-top-miners-a...v-battery-boom/

Last para certainly spells out SYR's current problems, also some of the the lithium miners



--------------------
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: Jul 31 2019, 10:06 PM
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Posts: 6,076
Thanks: 2185


Listen: What does H2 hold for Chinese battery metals prices?
QUOTE
S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate editor Joyce Zhang examine the impact of China's subsidy policies on new energy vehicles, batteries and battery metals, with insights on lithium carbonate, lithium hydroxide, and cobalt sulfate prices.

https://www.spglobal.com/platts/en/market-i...le-subsidy-cuts



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