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BATTERIES, TECHNOLOGY, RAW MATERIALS, GENERAL NEWS
blacksheep
post Posted: Jan 18 2019, 11:23 AM
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extract from - China’s slowdown is miners' single biggest fear this year — report

QUOTE
Battery Metals rebound
Battery materials, including cobalt, lithium, nickel and copper, have been the most compelling ‘good news’ story in mining for the past four years, but 2018 will likely be remembered as the year when that enthusiasm faced its first real test.

China’s slowdown is miners single biggest fear in 2019 — report
Source: White & Case Mining & Metals Survey 2019.

Cobalt, for one, hit almost $100,000 a tonne, but then came under serious pressure in the second half of the year as demand failed to match some of the more optimistic projects and a wave of new supply, induced by higher prices, is looming on the horizon.

It has been a similar story in lithium, where new projects are being developed from Australia to South America, prompting price declines of more than 50% from their peak in late 2017.

White & Case survey’s results, however, show the industry sees most of these metals rebounding this year, particularly lithium and copper, with 43% of respondents selecting the industrial red metal as their top pick.

http://www.mining.com/chinas-slowdown-mine...ar-year-report/



--------------------
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 16 2019, 11:53 AM
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extract from - Commodities are the right story for 2019
QUOTE
The electrification trend we outlined as key to our investment thesis calls for a slew of battery metals - lithium, graphite, nickel and cobalt - along with tonnes of rare earths and copper. And we haven’t forgotten about how we’re going to get all that extra energy needed to make the shift from fossil fuels to electric vehicles: nuclear energy. For this we need uranium.

http://aheadoftheherd.com/Newsletter/2019/...ry-for-2019.htm



--------------------
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 15 2019, 08:18 PM
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Posts: 5,857
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BMW exec shares insights on the brand’s (electric) future
INDUSTRY NEWS / 14 JANUARY 2019, 2:55PM / MOTORING STAFF

QUOTE
When probed on whether the BMW Group is at risk of not being able to obtain the necessary quantities of raw materials once battery electric vehicles start to be produced in big numbers he said: “We do not see any supply risks, even in the event of growing demand for battery cells. We have secured a reliable supply with long-term contracts. We have also built up in-house battery cell expertise over the course of joint projects with international partners throughout the value chain.

This is used to ensure access to the technology and to safeguard supplies. At the same time, we are also endeavouring to gradually lower the proportion of critical raw materials that are used. For example, one of the key objectives of our research and development activities is to bring about a substantial reduction in the proportion of cobalt in battery cells. The electric motor in our fifth-generation electric powertrain is another illustration of this, as it is completely free of rare earths.”

While on the subject of battery cells, Juraschek shared why some well-known competitors of BMW’s are employing round cells or pouch cells, while they are using prismatic cells.

“The prismatic hard case arrangement makes the battery modules more suitable for industrialisation by increasing the level of automation during module assembly. Besides this, safety systems such as a safety valve for shutting down the cell in the event of a short circuit can be integrated more easily. It also allows us to achieve a higher packing density, meaning that optimum use can be made of the installation space in the vehicle,” he notes.

According to BMW, battery cell manufacturers in China, Japan and Korea have been investing enormous sums of money in cell development and future battery technologies for years now. So, will BMW play second fiddle to these companies?

Well, Juraschek says BMW does not consider any of its competitors to hold an advantage over the brand when it comes to the battery technology. “When all the characteristics are viewed together, our battery technology is on a par with or superior to the competition’s, depending on how you look at it. We have been dealing with the issue of battery cells since 2008 and are in a strong position today thanks, among other things, to an international network of collaborations.

"For us, it is important to continue to expand our in-house expertise and keep advancing battery cell technology. What’s more, building battery cell prototypes and producing small batches enables us to fully analyse the production processes and acquire build-to-print capabilities. In this way, we can provide system suppliers with exact instructions based on BMW Group specifications, from material selection through to cell production.”

https://www.iol.co.za/motoring/industry-new...future-18811327



--------------------
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 15 2019, 08:11 PM
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Indonesia charging ahead with electric vehicle ambitions

QUOTE
Indonesia has decided to open up the country to investment for the manufacture of electric vehicles, and at least two major carmakers are said to have shown interest.

Officials from Hyundai are to arrive at the end of this month to discuss plans for a green vehicle project, and Industry Minister Airlangga Hartarto yesterday said Volkwagen was also keen.


QUOTE
Hyundai Motor is keen on expanding its electric car production base to Indonesia as it wants to take advantage of the recently built integrated industrial estate in Morowali, in nickel-rich Central Sulawesi province, said Mr Luhut
.

https://www.straitstimes.com/asia/se-asia/i...hicle-ambitions

JV investing $700M to develop nickel-cobalt project in Indonesia
QUOTE
The project, located in Morowali County, Central Sulawesi in Indonesia, has a target production capacity of 50,000 tonnes per year of nickel and 4,000 tpy of cobalt. It will be able to produce 50,000 tpy of nickel hydroxide intermediates, 150,000 tpy battery-grade nickel sulfate, and 20,000 tpy battery-grade cobalt sulfate, battery recycler GEM said late last week.

https://www.greencarcongress.com/2018/10/20181002-jv.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
 
blacksheep
post Posted: Jan 14 2019, 08:31 PM
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extract from The Bull's - 2018 ASX 200 Winners and Losers - http://www.thebull.com.au/premium/a/79480-...and-losers.html

QUOTE
A newcomer to share market investing would look at this list and wonder how four of the five stocks with the highest growth forecasts performed so poorly in 2018. What’s more, even a casual follower of business news has read of the coming emergence of Electric Vehicles (EVs). Hardly a person on the planet is unfamiliar with the lithium-ion battery that powers the electronic toys of today and the vehicles of tomorrow.

Three of those four worst performers are in the business of mining the metals needed to produce those li-ion batteries. Those three companies – Pilbara Minerals (PLS), Orocobre Limited (ORE), and Syrah Resources (SYR) along with satellite communications provider Speedcast International (SDA) are all in the ASX Top 30 Short List.

In the eyes of many retail investors, the short-sellers, or shorts, are the smartest people in the room since with the unlimited risks they face due diligence is a premium without which they cannot do.

The essence of short selling is borrowing shares at a given price and profiting when the price drops and the seller buys the shares at the lower price and pockets the difference. When the price goes the opposite way the losses keep mounting, theoretically to infinity, until the shorts panic and buy to cover. That means, in theory at least, the shorts need to be virtually certain a given stock is due for a downtrend.

So why would they bet against EVs and their battery packs? Retail investors who have been in the game for awhile know how quickly a red-hot sector can freeze over. In the fire-up stage investors rush in to buy and producers rush in to produce more of whatever has caught fire, thus inadvertently lowering the price. Orocobre and Pilbara are in the lithium business while Syrah is a graphite producer. Initially the shorts appear to have latched on to the falling price of both graphite and lithium as the perception crept into the market that supply was outstripping demand. In addition, some experts were questioning the extremely optimistic forecasts for EV demand in the next decades.

Now there is a new concern; one that was always there and has now bubbled to the surface. The truth is the lithium-ion battery may not be the technology of tomorrow as it has serious drawbacks. Right now, cobalt, graphite, nickel, and manganese are in the mix but research efforts for alternatives abound. The industry was shocked in mid-2018 when Tesla’s CEO Elon Musk made the claim that cobalt, once the must have metal, would be less evident in Tesla batteries in favor of increased nickel content, a cheaper metal.

That could have served as a reminder of the potential of other minerals falling out of the mix in the future. The price of both lithium and graphite has been volatile over the past several years, but both are improving.

While the price of both metals fell due to the oversupply issue, lithium recovered more quickly than graphite. Now the concern for graphite has shifted to shortage concerns with the price gradually improving in 2017. The following graph is from Canadian producer Northern Graphite.

All three of these companies are on the cusp of major production capability and at the very least deserve a spot on any investor’s watchlist.




--------------------
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 12 2019, 01:52 PM
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Investing in battery metals a game of patience
extract
QUOTE
Contributing challenges
“While demand is rising substantially, various factors significantly impact the exact quantum of demand for battery metals. Future battery technology is likely to require different ratios of metals and this will significantly impact the extent of demand for each of the minerals,” notes Botha.

Harwood highlights that the demand for individual battery metals may be different depending on the application technology and demand may vary as technologies, and therefore metals, are adopted over time.

Additional challenges that contribute to the instability of investing in the battery metals sector include the lack of funding.

Botha indicates that the battery metals sector is still a very small market compared to other major mineral markets such as copper and iron ore.

For example, annual trade value for lithium and cobalt is expected to be about US$6 – 8 billion in another five years, which is much lower than the expected about $170 billion for copper.

The market is still not mature in that prices for many battery metals are not exchange traded.

Current market quoted prices is likely to be derived from a handful of deals, thus the price setting mechanism is not transparent. Lack of transparency in pricing is likely to increase the cost of capital to secure funds.

“To secure funds, we are also seeing lithium miners, for example sign offtake agreements with buyers. While this makes the project less risky, it reduces the upside for a financial investor should commodity prices rise. The offtake agreements are also being agreed at a discount to spot prices.”

Another notable challenge is the project development plans that have been ambitious and have not always delivered as there have been many challenges in bringing on Greenfield lithium and cobalt projects.

For example, capital project execution issues, ability to produce material suitable for batteries and regulatory and ESG issues. Significant amount of cobalt is mined through artisanal mining in the DRC, which is a key supply chain issue for cobalt.

https://www.miningreview.com/investing-battery-metals/



--------------------
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 12 2019, 01:45 PM
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In Reply To: blacksheep's post @ Jan 2 2019, 09:47 PM

BATTERY RAW MATERIALS MARKET REPORT 11/01: Cobalt sulfate discount narrows on uptick in Chinese buying
An overview of the battery raw materials markets and their price moves from the past week
https://www.metalbulletin.com/Article/38535...ese-buying.html

2019 PREVIEW: NCM811 batteries 'not likely' to be used in electric vehicles in 2019
QUOTE
The penetration of nickel-cobalt-manganese (NCM) type-811 batteries into the Chinese electric vehicle (EV) industry will be quite limited in 2019, market participants have told Fastmarkets.

Cost and safety are the two major hurdles facing the use of NCM811 batteries, which include nickel, cobalt and manganese in a ratio of 8:1:1. This is despite the application of China’s 2018 EV subsidy policy, which raised the usability threshold at which EVs would receive subsidies by requiring a longer driving range and a higher energy density, and in turn encouraged the adoption of nickel-rich batteries for EV applications in the country. “I don’t think any EV producers are ready to start using NCM811 batteries in their cars,” a battery materials producer said. “We have seen NCM811 battery used in consumer electronic products. However, not a single pack of NCM811 batteries has been applied to EVs yet,” a second battery materials producer said. Battery types which use less nickel, such as NCM523 (nickel:cobalt:manganese in a ratio of 5:2:3) and NCM622 (nickel:cobalt:manganese in a ratio of 6:2:2) are likely to prevail in the..

https://www.metalbulletin.com/Article/38518...es-in-2019.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
 
blacksheep
post Posted: Jan 12 2019, 01:27 PM
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Posts: 5,857
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No time frame for the start of production given but thought not to be a 2019 start up

China's Tsingshan, partners start work on Indonesia battery materials plant
JAKARTA/BEIJING, Jan 11 (Reuters)
QUOTE
* “This project refines the key raw material for the preparation of ternary power batteries from the laterite nickel ore – battery-grade nickel-cobalt raw materials,” the statement said. Tsingshan is Indonesia’s top nickel producer.

* The plant will produce 50,000 tonnes of nickel hydroxide intermediates and 150,000 tonnes of battery-grade nickel sulphate crystals annually, as well as 20,000 tonnes of cobalt sulphate crystals and 30,000 tonnes of manganese sulphate crystals.

* Battery recycler Brunp, a unit of Contemporary Amperex Technology Co Ltd (CATL), is also a partner in the project. (Reporting by Fergus Jensen in JAKARTA and Tom Daly in BEIJING, editing by Louise Heaven


read more - https://www.reuters.com/article/indonesia-n...t-idUSL3N1ZB340



--------------------
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 12 2019, 10:49 AM
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Posts: 5,857
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A World of Worn Out EV Batteries
QUOTE
As the first generation of electric vehicles and stationary storage begins to phase out next decade, millions of lithium-ion battery packs will go out of service. BloombergNEF estimates the total will reach 1 million metric tons in 2027 and keep growing, creating challenges and opportunities for regulators, manufacturers and recyclers. Large-format batteries like those in EVs and home systems are expected to account for 90 percent of the market by 2030.

read more - https://www.bloomberg.com/news/articles/201...ut-ev-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

Said 'Thanks' for this post: triage  
 
blacksheep
post Posted: Jan 12 2019, 10:45 AM
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Posts: 5,857
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SK Innovation Eyes $10 Billion Battery Bet After Major VW Order
By Christoph Rauwald and Sohee Kim
January 10, 2019, 3:00 PM GMT+11
QUOTE
South Korean maker weighs capacity increase through 2025
Investment would transform company into global battery leader

read more - https://www.bloomberg.com/news/articles/201...-major-vw-order



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