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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
nipper
post Posted: Feb 13 2019, 09:14 AM
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QUOTE
.... Wall Street, Brett Winton says, is geared to the short term when investing. That is particularly pronounced in the auto industry where he sees a lot of rationally motivated biases to present the technologies infiltrating their sectors as “not that big a deal”.

But over the next decade he expects to see autonomous car platforms such as Uber, Lyft and Tesla grabbing $US5 trillion of market capitalisation, roughly the same as the global energy industry now.

“Their view is that, ‘we’ll invest in it when it’s time to invest in it, and that’s not yet’,” he says. “They think they can make this transition very easily. But whereas with previous technological transitions it wasn’t necessarily getting into some of these sectors that are now vulnerable. We think a lot of sectors in the economy are vulnerable.”

Battery technology is advancing at such a rate that a car buyer in 2021 or 2022 is going to walk into the dealership and the electric vehicle is going to be priced the same as the median internal combustion powered car sold in the US.

So it will be surprising if consumers didn’t switch to electric vehicles over time.

Meanwhile, traditional car manufacturers face having to massively disrupt their own designs and processes but are instead focused on short-term modifications that won’t be competitive with new players.

“Mercedes Benz’s attempt at electric vehicles seems destined to fail”, according to Winton, as they are putting electric motors in their existing lines, rather than thinking about the most efficient design for an electric car and committing capital to it.

“It’s no surprise that they have a hard time thinking, we need to rip all of this up, but I don’t know how they survive if they don’t,” he says.
https://www.theaustralian.com.au/business/m...4b85e289f6be86f



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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

Said 'Thanks' for this post: Pendragon  
 
blacksheep
post Posted: Feb 9 2019, 12:27 PM
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Technology & Ideas
Dispelling the Myths of China’s EV Market
It’s too soon to call a peak on traditional vehicles, but the potential for overall growth is in question. And just how much of that growth will be electric?

By Nathaniel Bullard and Colin McKerracher
February 9, 2019, 4:41 AM GMT+11
QUOTE
It is certainly too soon to call a peak on a market as large, dynamic and government-influenced as China’s passenger vehicle market. It is worth considering, however, how much growth potential it will have in the future — and how much of that growth will be electric.

read more - https://www.bloomberg.com/opinion/articles/...ngines-on-notic



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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: Feb 7 2019, 08:25 PM
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Tesla buys battery tech company Maxwell Technologies
The acquisition will cost the automaker $218 million.
BY
ANDREW KROK
FEBRUARY 4, 2019 6:59 AM PST
QUOTE
Tesla's battery packs offer some of the best range in the industry, but there's always room for improvement, which is likely why the automaker just scooped up a company specializing in battery tech.

Tesla will purchase Maxwell Technologies, a battery-tech company based in San Diego, the company said on Monday. The transaction will cost Tesla $218 million, and its buyout price of $4.75 per share is a 55-percent premium over Maxwell's Friday closing price. Maxwell said that the purchase already has board approval, and it should be finalized in or shortly after the second quarter of 2019.

"We are always looking for potential acquisitions that make sense for the business and support Tesla's mission to accelerate the world's transition to sustainable energy," a Tesla spokesperson said in a statement. The automaker did not elaborate further about why it chose Maxwell.

Maxwell Technologies was founded in 1965, offering its research and development efforts to the government as an outside contractor. Its focus is in energy storage and power delivery, specifically ultracapacitors, which can accept and deliver charge much faster than batteries. The company isn't limited to the automotive space, though -- its solutions can also work with renewable energy systems like wind turbines.

read more - https://www.cnet.com/roadshow/news/tesla-bu...y-tech-company/

Tesla acquires Maxwell Technologies, rival warns of ‘R&D hell’
QUOTE
Energy-Storage.news asked whether access to the ultracapacitor technology or to the dry electrode technologies would be of primary interest to Tesla. However, the Tesla representative said the company would not be “sharing further comment at this time”. Similarly, a Maxwell Technologies representative told Energy-Storage.news that the company “will not be conducting interviews or providing additional commentary…at this time”.

Ultracapactor rival sounds warning
Nonetheless, Taavi Madiberk, CEO of Skeleton Technologies, a European manufacturer of ultra- and super capacitors, was quick to offer a take on the news last night.

“Tesla has made the right move - the ultracapacitor manufacturer acquisition highlights the evident limits of Li-ion batteries in terms of fast charging and thermal management, whereas ultracapacitors offer fast charging in seconds and ultra-high efficiency, allowing for better thermal management and much longer life-time.”

While Madiberk said Tesla has made the right move, he then immediately moved to tout the competitive advantages the Skeleton Technologies CEO claims his devices have over those of rival makers, including Maxwell.

Maxwell Technologies’ ultracapacitors have an energy density of 7Wh per kg, while Skeleton Tech curved graphene ultra capacitors reach 20Wh per kg. Madiberk said that Maxwell/Tesla has a leading position in the automotive industry but that they might struggle to close that so-called “innovation gap”.

“Mr. Musk studied ultracapacitors in Stanford during his PhD, but he is underestimating the “R&D hell” to get to higher energy density ultracapacitors.

“We are expanding our manufacturing and R&D capabilities in Germany and have a clear road-map of hitting 60Wh/kg, while retaining charging times measured in seconds and a cost point lower than high power batteries – we do not see Tesla closing the gap any time soon. In fact, key engineering people from Maxwell/Tesla have joined Skeleton recently,” Madiberk claimed.

https://www.energy-storage.news/news/tesla-...arns-of-rd-hell

FromMaxwell's webpage - http://investors.maxwell.com/investors/ove...w/default.aspx#
Investors Overview
Maxwell was incorporated under the name Maxwell Laboratories, Inc. in 1965. The Company made an initial public offering of common stock in 1983, and changed its name to Maxwell Technologies, Inc. in 1996. Today, we develop, manufacture and market energy storage and power delivery products for transportation, grid energy storage, wind energy storage, industrial and other applications. Our products are designed and manufactured to perform reliably with minimal maintenance for the life of the applications into which they are integrated. We believe that this “life-of-the-application” reliability gives our products a competitive advantage and enables them to command higher profit margins than commodity products. We focus on the following lines of high-reliability products and technologies:

Energy Storage: Ultracapacitors are energy storage devices that possess a unique combination of high power density, extremely long operational life and the ability to charge and discharge very rapidly. Our ultracapacitor cells, multi-cell packs, modules and subsystems provide highly reliable energy storage and power delivery solutions for applications in multiple industries, including automotive, rail and truck in transportation, as well as grid energy storage and renewable wind energy solutions. Our recently developed lithium-ion capacitors are energy storage devices with the power characteristics of an ultracapacitor combined with enhanced energy storage capacity approaching that of a battery. They are uniquely designed to address a variety of applications in the rail, grid, and industrial markets where energy density and weight are differentiating factors.

Dry Battery Electrode Technology: We believe our dry electrode technology has the potential to be a revolutionary technology within the battery industry with a substantial market opportunity, particularly for use in electric vehicles. By applying our proprietary and fundamental dry electrode manufacturing technology and trade secrets to batteries of varying chemistries, we believe we can create significant performance and cost benefits when compared with today’s state of the art wet electrode technology.

http://www.powersourcesconference.com/Powe...st/docs/3-1.pdf



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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: Feb 6 2019, 10:12 PM
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Written Testimony of Simon Moores, Managing Director, Benchmark Mineral Intelligence
For: US Senate Committee on Energy and Natural Resources Committee
Hearing: Tuesday, February 5 2019, at 10:00a.m. Room 366, Dirksen Senate Office
Building in Washington, DC.
Subject: Outlook for energy and minerals markets in the 116th Congress.

https://www.energy.senate.gov/public/index....AA-33ACDB97C233



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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: Feb 6 2019, 09:47 PM
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Some opinions from The African Mining conference in Cape Town

Automakers stress importance of battery metals
Published date: 05 February 2019
QUOTE
Major automakers Ford and Honda have stressed the importance of stable and affordable supply of battery raw materials for their ongoing electric vehicle development and rollout plans.

The two companies are represented at the world's biggest mining conference, Investing in African Mining, taking place in Cape Town.

Africa is the world's largest source of cobalt and manganese, essential ingredients in most lithium-ion batteries, and is expected to become a significant producer of lithium and graphite over the next few years.

read more - https://www.argusmedia.com/en/news/1841602-...-battery-metals?



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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: Feb 2 2019, 11:05 AM
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BATTERY RAW MATERIALS MARKET REPORT 01/02: Cobalt sulfate holds premium after metal plummets in January
An overview of the battery raw materials markets and their price moves from the past week.
https://www.metalbulletin.com/Article/38569...in-January.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
 


blacksheep
post Posted: Feb 2 2019, 10:59 AM
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Lithium Giant's Landmark Deal Is Big Step to Battery ‘Dream’
By Laura Millan Lombrana
February 1, 2019, 12:00 PM GMT+11 Updated on February 1, 2019, 11:55 PM GMT+11
Chile will launch an auction for lithium refining in March
Govt. wants to see electric car battery parts made in Chile
read more - https://www.bloomberg.com/news/articles/201...ttery-hub-dream



--------------------
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: Feb 2 2019, 10:54 AM
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Comparing the Battery Supply Chains of Tesla and CATL
QUOTE
To further illustrate East Asia’s importance in the li-ion battery supply chain, we zero in on two cases to show the difference between Tesla and CATL batteries and detail their respective suppliers. We focus on two models: the Tesla Model X and the BAIC EU-5.

read more - https://macropolo.org/supply-chain/li-ion-b.../tesla-vs-catl/

Use the arrows at the bottom of the page to view complete document



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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: Feb 1 2019, 06:07 PM
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US govt study sees electric car sales stuck in slow lane
QUOTE
Increased demand for battery materials used in electric vehicles has reignited interest in the mining sector now that the China-induced supercycle in commodities demand is levelling off.

But if you rely on forecasts of EV take-up from the US Energy Information Administration, you may well wonder what the hype is about.

The EIA Energy Outlook 2019, released last week, foresees uptake of electric vehicles in the world’s second largest car market over the next 30 years that won’t rev mining investors’ engines.

According to the report, the combined share of sales attributable to gasoline and flex-fuel vehicles (gasoline blended with ethanol) declines from 93% in 2018 to 75% in 2050.

read more - http://www.mining.com/us-govt-study-sees-e...tuck-slow-lane/

read full EIA Energy Outlook 2019 report - https://www.eia.gov/outlooks/aeo/pdf/aeo2019.pdf
Attached File(s)
Attached File  eia_energy_outlook_2019_electric_vehicle.jpg ( 250.26K ) Number of downloads: 6

 




--------------------
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: Jan 29 2019, 09:59 PM
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Ministry for major upgrade of battery sector
By Cheng Yu | China Daily | Updated: 2019-01-29 09:22
QUOTE
According to the guideline, companies are not allowed to blindly expand production of lithium-ion batteries and low technology products will be phased out.

The guideline also called for accelerated efforts on research and development in the segment. For companies, R&D investment should account for at least 3 percent of total revenue.

"It means that low-end production of lithium-ion batteries is banned to some extent. It is also of significance for the sector's healthy development as it will avoid overcapacity and waste of resources," said an industry insider from a Shenzhen-based power battery firm.

Lithium-ion batteries with a greater life span and power density, are the most favored power batteries. They are regarded as a critical alternative to meet the higher demand from the new energy sector.

read more - http://www.chinadaily.com.cn/a/201901/29/W...65c34e6fde.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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