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MANGANESE, THE THIRD ELECTRIC VEHICLE METALS NO ONE IS TALKING ABOUT
nipper
post Posted: Nov 11 2020, 08:24 AM
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Calix CXL is talking up Manganese as a cathode component in LI ion batteries
there is an Update and Battery Development Program at 10.00am, Wednesday 11 November 2020.

Please register for the investor webinar at the link below:
https://us02web.zoom.us/webinar/register/WN...URhG2B1P2uTADDQ


Interesting slide pack, too
QUOTE
Cathode Chemistry .. Key Elements
Stability Voltage (V, vs Lithium)
Specific Energy (Wh/kg)
Typical Cost ($/kg)
Cost / Energy ($/kWh)
Safety
➢ The first modern electric cars such as the first generation Nissan Leaf, used Lithium Manganese Oxide (LMO) cathodes because of low cost and good intrinsic safety, at the expense of lower capacity and lifetime (stability)
➢ And Li Ion stationary energy storage systems are less interested in energy density, and more in cost, safety and stability
➢ Tesla has used Nickel Cobalt Aluminium (NCA) and a lot of other carmakers use Nickel Manganese Cobalt (NMC) due to higher energy densities, albeit at higher cost and safety concerns
➢ However, Tesla has stated it will move to Lithium Iron Phosphate (LFP) chemistry for its Model 3 cars for the Chinese market, mainly driven by safety, cost and longevity, and.
Manganese .... back with a vengeance ?! Tesla is now targeting lower cost, safer, more environmentally acceptable chemistries, switching to Manganese




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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: Sep 23 2020, 06:22 PM
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A couple more hopefuls.

EMN ... European Manganese

E25 .... Element 25. Self evident.



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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: Jul 21 2020, 04:40 PM
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https://www.pallinghurst.com/project/jupiter-mines-limited/





--------------------
"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: Jun 15 2018, 01:00 PM
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extract of interview with Jon Hykawy, president of Stormcrow Capital
QUOTE
INN: Now, we have talked about lithium when it comes to EV batteries, and cobalt, nickel and even graphene yesterday. Do you see any other metals coming forward to play a key role?

JH: One of the big ones is manganese, and that’s in the NCM chemistry that is used by General Motors (NYSE:GM), by Nissan (TSE:7201), frankly by most of the automotive manufacturers out there except for Tesla (NASDAQ:TSLA). The full name of that cathode chemical is lithium-nickel-manganese-cobalt oxide, a bit of a mouthful. But you need a substantial amount of manganese; again there’s a question about what sort of manganese? How pure?

Again, we’re not going to run out of manganese on a macro level making batteries, but we do have issues around the chemical purity required and the ability to produce these manganese salts that are the actual feedstock that go into battery manufacturing. So manganese is another interesting one — I just haven’t had a client come to me yet and say, “boy, we’re really concerned about manganese.”

https://investingnews.com/daily/resource-in...al-fuel-future/



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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 18 2017, 07:42 PM
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Manganese: High prices have boosted supply

QUOTE
Figures from the International Manganese Institute (IMnI) suggest that in the first nine months of 2017, manganese ore supply rose 28% on 2016 levels. IMnI data also indicates that high carbon ferromanganese supply was up 19.6% year-on-year.

Roskill view: This growth in output is related to sustained high prices and which have taken the market by surprise. While companies were, at first, reluctant to bring high-cost production back on line, sustained high prices have boosted confidence and supply has increased substantially. Because of high ore prices, output in South Africa looks set to exceed its previous peak level (~14Mt, seen in 2014) by at least 10%. Australian output has also risen substantially in 2017 due to the restart of the Woodie Woodie and Bootu Creek mines, and additional output is also flowing from other key producing countries such as Ghana, where ConsMin has doubled output over the past two years.

https://roskill.com/news/manganese-high-prices-have-boosted



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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 21 2017, 12:03 PM
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Pure Minerals (PM1) - formerly known as Eagle Nickel (ENL) recently re- listed and is hoping to cash in on the reported future manganese demand for EV's - "Manganese minnow Pure Minerals hopes to ride wave of demand"
https://stockhead.com.au/resources/manganes...wave-of-demand/
Attached Image





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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 17 2017, 01:16 PM
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In Reply To: bg99's post @ Aug 17 2017, 12:46 PM

Yes - nice chart. Has the horse bolted already - at least for the time being?

Noticed the "please explain" from ASX this morning and they refer to the Woodie Woodie restart

QUOTE
However, the Company does acknowledge the recent market releases that Ningxia
Tianyuan Manganese Industry Co Ltd has announced of its intention to plan to re-start
production at the Woodie Woodie manganese mine in Western Australia before the
end of the calendar year, following recent manganese price strengthening and positive
manganese market conditions.

Attached Image





--------------------
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
 
bg99
post Posted: Aug 17 2017, 12:46 PM
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In Reply To: blacksheep's post @ Aug 16 2017, 11:08 AM

OMH going for quite a run on their results from NT.... they also own a large mine in South Africe they took over from the delisted JMS
MZM has got large inferred resources if looking for a speccie punt


Said 'Thanks' for this post: blacksheep  
 
blacksheep
post Posted: Aug 16 2017, 11:08 AM
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China’s Ningxia Tianyuan Manganese Industry Co took control of the Woodie Woodie manganese mine in WA yesterday. Below is an extract of article appearing The Australian
Manganese price surge sees jobs boom as Woodie Woodie reopened
The Australian12:00AM August 16, 2017

QUOTE
Mr Jia said he expected the growing demand for manganese from the battery industry to set a strong foundation for both the mine and manganese.

“We look at the macro dynamics of the manganese industry; we see more new demand coming from the high-end manufacturing and hi-tech sectors; for example, electric cars and batteries will have manganese as a component, and we want to catch up with that to produce high-end products to supply the market,” Mr Jia said.

“For high-end products we need high-end supply.”

http://www.theaustralian.com.au/business/m...ce4d0418fb75e3a



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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: Jul 27 2017, 03:22 PM
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QUOTE
A new World Bank report released today highlights the potential impacts that the expected continuing boom in low-carbon energy technologies will have on demand for many minerals and metals.

Using wind, solar, and energy storage batteries as key examples of low-carbon or “green” energy technologies, the report, “The Growing Role of Minerals and Metals for a Low-Carbon Future” examines the types of minerals and metals that will likely increase in demand as the world works towards commitments to keep the global average temperature rise at or below 2°C.

Minerals and metals expected to see heightened demand include: aluminum, copper, lead, lithium, manganese, nickel, silver, steel, and zinc and rare earth minerals such as indium, molybdenum, and neodymium. The most significant example is electric storage batteries, where demand for relevant metals: aluminum, cobalt, iron, lead, lithium, manganese, and nickel— could grow by more than 1,000 percent if countries take the actions needed to keep global warming at or below 2°C.


http://www.mining.com/web/clean-energy-tra...als-world-bank/



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