Giga Factories and Battery Companies

[TradingCharts]

Watch Terrence Howard, makes a lot of sence to me.

Could help you with your batteries if you use this periodic table.

[NanoEE]

Yeah, ALB, DLE, we will see how it plays out.

Great videos though, thanks.

[TradingCharts]

Lithium Silicon Battery Market May Set Epic Growth Story | Enovix, Enevate, Nexeon
https://www.linkedin.com/pulse/lithium-silicon-battery-market-may-set-epic-growth-story-sutar-njkxc/

[TradingCharts]

Apex Clean Energy secures US$150 million for ERCOT projects with Q3 COD
ByCameron Murray
May 15, 2024
https://www.energy-storage.news/apex-clean-energy-secures-us150-million-for-ercot-projects-with-q3-cod/?utm_source=dlvr.it&utm_medium=linkedin

[TradingCharts]

The increase would raise Albermarle's production quota by close to 50%, from about 460,000 metric tons of LME currently.
To access the higher quota, Albemarle would need to prove its ability to use sustainable technology such as direct lithium extraction, consult local indigenous communities, and obtain environmental permits, CORFO said

[NanoEE]

Interesting that raw materials increases while finished product company cuts back.

https://www.reuters.com/markets/commodities/chile-gives-albemarle-option-boost-lithium-quota-by-240000-metric-tons-2024-05-16/

[TradingCharts]

Free webinar: SC Insights Webinar: Lithium, Batteries and Trade Wars

🇺🇲 Join Andy Leyland, Managing Director of SC Insights, and Jose Hofer, LIB Expert, for an insightful webinar discussing the impact of announced tariffs on Chinese battery/EV imports.

🇨🇳 Explore the potential disruptions to supply chains caused by these tariffs, the rationale behind the US's push to increase hashtag#EV tariffs, and the reverberations throughout the supply chain.

🇪🇺 Delve into the implications for hashtag#innovation and investment in the sector and consider the implications for Europe in light of these developments.

If you can't make it live, register for the slides and recording to be sent afterwards.

hashtag#USA hashtag#China hashtag#EV hashtag#Battery hashtag#Europe hashtag#Litium
https://www.linkedin.com/feed/update/urn:li:activity:7196905040614178820/

[TradingCharts]

Ford reducing battery orders.

https://energymetalnews.com/2024/05/12/ford-reducing-battery-orders-as-it-loses-over-100000-per-ev-sold/

[NanoEE]

“Compared to their lithium-ion counterparts, solid-state batteries promise higher output, longer life spans and less risk of catching fire. Mass-producing them, however, remains a challenge. So far only smaller batteries used in wearable devices or robots are produced at scale.”

https://asia.nikkei.com/Business/Technology/Nissan-and-others-eye-mass-producing-solid-state-batteries

[TradingCharts]

🔋Sales engineer of lithium battery equipment🔋
Guangdong Yixinfeng Intelligent Equipment Co., Ltd · Permanent
Apr 2014 - Present · 10 yrs 2 mos
China guangdong

mainly responsible for the sales of lithium battery equipment, market development and customer relationship maintenance. Responsible for docking with client companies, docking with related businesses, responsible for bidding plan, bidding document making and bidding site management, planned and executed project operation and business negotiation, Complete the sales quota of the department as required by the superior leader and the sales quota undertaken by myself, create value for customers and profit for the company. Participated in the business docking and pre-sales and after-sale management and coordination of battery production and test line projects of LG, AESC, Beyonder, Norway, to ensure the smooth completion of the projects.

https://investorshub.advfn.com/Giga-Factories-and-Battery-Companies-41709

[TradingCharts]

🔋 Emilie Bodoin, Founder and CEO at Pure Lithium Corporation, is speaking at Giga USA 2024.

Emilie’s career as an entrepreneur has been dedicated to the hashtag#lithium and hashtag#battery sectors for twelve years, with a focus on hashtag#lithiummetal battery innovation.

It’s a pleasure to have Emilie join the hashtag#GigaUSA speaker agenda.

Join us in Washington DC on 11-13 June ⬇
https://www.linkedin.com/feed/update/urn:li:activity:7194743003184254976/

[TradingCharts]

Wow interesting for sure.

Leveraging this principle, Dr. Hlova’s team developed MELLT. This process involves placing solid spodumene chunks and a solid reactant chemical, such as sodium carbonate (Na2CO3), into a chamber with steel balls. The chamber undergoes various movements, subjecting the materials to rapid and repeated shear and impact forces. This sustained stress ultimately creates high-energy states within the chemicals, triggering reactions that result in water-soluble lithium compounds. These compounds are then extracted using a simple water wash.

[TradingCharts]

If/when you have time watch this podcast.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174358232

[TradingCharts]

LG Chem and Alkhorayef Group Forge a Business Partnership to Deliver Advanced Water Solutions to the Kingdom of Saudi Arabia
https://www.lgchem.com/company/information-center/press-release/news-detail-9467?lang=en_GLOBAL

[TradingCharts]

Production yields are critical to cost competitiveness!

Using the new CRU Battery Cost Model you can assess the impact of factory yield rates and quantify the risk of a slow ramp rate. In the example below, I’ve modelled three factories in the USA with low (50%), medium (70%), and high-yield (90%) scenarios.

A low yield can result in increased production costs of almost +$60/kWh. It drives up consumption of materials, energy, and equipment.

Startup companies will experience low yields in a longer ramp-up period compared to experienced manufacturers. Subsidies can help, but their success in enabling cost-competitiveness will mainly depend on US and EU manufacturers achieving sufficient yields quickly.

Last month I spoke on this topic alongside several of my CRU colleagues in a webinar. Thank you Peter Ramsay for joining and covering this in this EV inFocus article: https://lnkd.in/e9vaFwvQ

Sign up to watch a recording of the webinar here: https://lnkd.in/eSWpV3gm

Please reach out if you’d like a demo of our new tool to see how yield rates, material prices, production routes and cell design impact battery cell production costs!

hashtag#batterymaterials hashtag#batterycells hashtag#batterymanufacturing

https://www.linkedin.com/feed/update/urn:li:activity:7190671363781611521/

[NanoEE]

“This process involves placing solid spodumene chunks and a solid reactant chemical, such as sodium carbonate (Na2CO3), into a chamber with steel balls.”

https://interestingengineering.com/energy/new-mechanochemical-process-revolutionizes-lithium-extraction

Hey Sayona!

[TradingCharts]

The 12th Energy Storage International Conference and Expo was held in Beijing early April. Many battery manufacturers unveiled newest ESS technology - 5MWh energy storage battery compartment with liquid-cooling system. Come with me to have a look. hashtag#energystorage

https://www.linkedin.com/feed/update/urn:li:activity:7189498395839889408/

[NanoEE]

Elon fires his whole marketing team.

Well duh, there are great marketing teams out there. And unfortunately this team wasn’t great, they will learn from their mistakes and develop better marketing strategies.

Oh well, NEXT!!!

[NanoEE]

Shots fired! Shots fired!

“Silicon anodes for example has probably north of 1,000 patent families, who’s to say who owns what? But as soon as someone does, you know they’re going to be hammered by a lawsuit by everybody else who says they own it.”

https://www.energy-storage.news/lg-energy-solution-fires-warning-shot-to-patent-infringers-as-battery-industry-prepares-for-wave-of-lawsuits/

[NanoEE]

https://www.ctlne.com/#/home

Hope it is true!

https://mp.weixin.qq.com/s/fpKMYCFBImoN16s4zHW1iQ

[TradingCharts]

6,149 views Apr 20, 2024

You're now listening to the first episode of our latest initiative, the "Unveil the Future" podcast. Our mission is to bridge the gap between science and the public, making it more accessible and easily comprehensible for all. Our hope is that regardless of your background or interests, you will find something compelling in each episode as our esteemed scientists share their captivating stories. We are thrilled to have you embark on this journey with us!

To start off this series, we decided to go with someone whose story is a testament of how patience and passion can take you very far. Renowned for his pivotal role in the invention of the graphite anode, this man stands as a shining example of perseverance, dedication, and fortitude in the realm of scientific pursuit. Despite his groundbreaking work in creating the graphite anode in 1979, he hasn't received the recognition he deserves through numerous awards. In the debut episode of the "Unveil the Future '' podcast, we delve into the intellect of this visionary whose innovation resides within the smartphones so frequently used in modern society. Please join me in welcoming Prof. Rachid Yazami, Laureate of the 2023 VinFuture Grand Prize.

[NanoEE]

“When the pilot plant in Yokohama was announced in 2022, it was still said that it would go into operation in 2024 and that series production would start in 2028 – in both cases, it is now likely to be a year later.”

Solid state is tough, they are a year behind now.

https://www.electrive.com/2024/04/17/nissan-wants-to-build-first-solid-fuel-cells-in-2025/

[NanoEE]

I agree.

[TradingCharts]

Chao-Yang Wang
Founder & Chairman EC POWER, Diefenderfer Chair Professor Penn State University, Fellow National Academy of Inventors
2h •

I am very pleased to publish an updated figure of merit for fast charging batteries, thanks to the new data points for Na-ion and LFP batteries recently contributed by Li et al. and Liao et al.
https://lnkd.in/eT4VKUpf
Now we have a complete suite of chemistries including NMC, LFP, Na-ion and LTO that are all capable of charging in 10-minute or less to 80% SOC. I see the following:
1. Balanced between energy density and cost, LFP battery stands out as the best choice for automotive applications. I see 90% of auto market shares taken up by LFP in years to come.
2. Na-ion battery must demonstrate 25% lower cost per kWh than LFP before it is commercially viable. This means $37/kWh for Na-ion cells as the current price of LFP is ~$50/kWh for prismatic cells. Thus, the meaningful direction for Na-ion battery development is cost-down or simplifications to get rid of any expensive materials such as oxide cathodes, hard carbon anodes, etc.

https://www.linkedin.com/feed/update/urn:li:activity:7188192835723042816/

[TradingCharts]

Avery Dennison introduces tapes for EV batteries
This is the latest addition to the company’s portfolio of functional bonding and protection tapes engineered to make EV batteries safer and more efficient.
https://www.labelandnarrowweb.com/contents/view_breaking-news/2024-04-10/avery-dennison-introduces-tapes-for-ev-batteries/70771

[NanoEE]

“Rowan told Reuters he expects “tremendous growth” this year as new models like the low-cost EX30 roll out.”

https://electrek.co/2024/04/18/volvo-catl-big-plans-old-ev-batteries/

Do lithium auction prices start climbing?!?!

[NanoEE]

“Construction would commence following receipt of all required permits, rezoning approvals, and project financing activities.”

A bit mis-understood from the headline.

How much longer than, another year before all permits are received.

[TradingCharts]

What did I read yesterday piedmont has a permit for mining in NC?

https://ih.advfn.com/stock-market/NASDAQ/piedmont-lithium-PLL/stock-news/93656466/piedmont-lithium-receives-mining-permit-approval-f
Protesters will slow things down.
Read the comments on YouTube.

[NanoEE]

“A hydrogen tank system located behind the 15,000-kilogram truck’s cab holds 175 kg of fuel at 70 megapascals (700 bars) of pressure. Civilian anthropology researcher Lance Larkin at the U.S. Army Corps of Engineers’ Construction Engineering Research Laboratory (CERL) in Champaign, Ill., told IEEE Spectrum that that’s enough fuel for the fuel cell to generate 1,800 kilowatt-hours of energy. Or enough, he says, to keep the lights on in 15 to 20 average U.S. homes for about three days.”

https://spectrum.ieee.org/hydrogen-truck-emergency-rescue

[NanoEE]

Bad move on Terralithiums part. Apparently they missed Marketing 101 at the collegiate level.

LG, pushing their battery facility faster and faster.

What did I read yesterday piedmont has a permit for mining in NC?

[NanoEE]

Bad move on Terralithiums part. Apparently they missed Marketing 101 at the collegiate level.

LG, pushing their battery facility faster and faster.

What did I read yesterday piedmont has a permit for mining in NC?

[TradingCharts]

Sodium-ion battery production costs continue to fall!

CRU's latest product, the Battery Cost Model, enables users to forecast where production costs for layered oxide sodium-ion cells could go over the next five years.

With falling hard carbon prices, Chinese cell production costs will fall slightly, being cheaper to produce than their LFP counterparts by around 2026.

https://www.linkedin.com/feed/update/urn:li:activity:7185660690089529345/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7185660690089529345%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29

[TradingCharts]

There are AI statements to predicted post?

Yes, Terralitium has a warning on their site as of sometime last fall saying they will sue if any info from their site is posted elsewhere on the internet. I nolonger go to Terralithium site. It's in the terms with the cookies.

[TradingCharts]

Follow this guy. He get info from China.
https://www.linkedin.com/in/vincentpluvinage/recent-activity/all/

[NanoEE]

Where this belongs is unknown to me, this is worth sharing, because this concept was brought up 7-8 years ago. The Senior Engineer at that time said, this is going to be the way of travel, surpassing gas and electric.

If they can make it cost effective, he’s right. This is the answer to the Green Space.

https://www.thecooldown.com/green-tech/equatic-carbon-removal-hydrogen-production/

[NanoEE]

There are those that understand and there are those that don’t want to be on the path towards a better future, boring.

2nd, I am told old to care about some peoples remarks. My time and energy is valuable.

Auto pop up?!?! There are AI statements to predicted post?

[NanoEE]

It is really hard to know what China is doing. They are not held to the standards of white paper information(on their SSB’s).

GAC has a cool concept in autonomous technology, be interesting to see it work in Real World scenarios.

[TradingCharts]

GAC Technology Day: The main topics were solid-state batteries and autonomous driving
Reading Time: 2 minutes
Naveed Rastegar
April 13, 2024
https://carnewschina.com/2024/04/13/gac-technology-day-the-main-topics-were-solid-state-batteries-and-autonomous-driving/

[TradingCharts]

I'll try to find the LinkedIn Link. I was warned by an auto legal pop-up when I wsa going to post part of the article.
My bad I did not includ the LinkedIn post.

Watch this site for Amprius. Two bashers (AMPX_fkd, he blocked me and jumbojetli) I know that you would be able to argue much better than I can.

Grimwyrd
He is the one to listen to on this board. You would bring reason to the board..
https://stocktwits.com/Grimwyrd/message/569118275

[NanoEE]

Can’t get into the article, they want money.

But from the headline, that is so true.

Semi-solid state battery and true solid state batteries are what is being discussed here.

In terms of Semi-SSB’s. Those are what is in production and being made at the present. A lot needs to be ramped up in terms of mass production. Amprius and QS are the two I am invested in and that’s their first direction.

SSB is tougher, the manufacturing process is almost there and if I am not mistaken QS is the closest in that category. Amprius talks about their advances but there are lengthy processes to sort out.

Idemitsu Kosan, we will never know where they are in their manufacturing of the true SSB.

You have to wonder why, LG, Panasonic, Samsung, EVE, LISCHEN, JGME have never touted TRUE SSB, hmmm, they have been making batteries a lot longer then QS and Amprius.

But either way, those two stand to make a lot of noise when they are in full swing.

[TradingCharts]

China’s ‘battery king’ dismisses solid-state EV commercialisation as years away
CATL chief Robin Zeng says much-vaunted tech for electric vehicles is impractical and unsafe
https://www.ft.com/content/7a8207d9-b2e0-4969-a10a-2c41e8639fb7

[NanoEE]

Not worth my time, for others maybe.

Here is a link we have used over the years to get data or insight.

https://batteryuniversity.com

[TradingCharts]

Do you think it is worth it?

I should look it over to see if I can comprehend it.

Do you have an opinion good or bad, is it a scam??
.

[NanoEE]

Are you thinking about taking course?

[TradingCharts]

Taught by top industry experts, BatteryMBA provides a combination of in-depth technical and business knowledge.
https://www.battery.mba/

[NanoEE]

The question, when is that battery in production?

2027, my guess

[TradingCharts]

https://www.linkedin.com/feed/update/urn:li:activity:7176254075284434944/

https://www.ultiumcell.com/one-ultium-team

[TradingCharts]

While solid-state batteries are usually cited along with the 500 Wh/kg mark, the record 720 Wh/kg energy density of the new battery has been achieved with several technological breakthroughs.

"The all-solid-state lithium battery released uses a high-gram capacity, long-cycle lithium-rich manganese-based material for the positive electrode," tips Tailan, and adds that "in order to solve the solid-solid interface impedance problem... it is also equipped with Tailan New Energy’s unique high-performance oxide composite solid-state electrolyte."

Just as Elon Musk predicted, adding manganese is turning a very promising avenue for developing of high-performance EV batteries. CATL's M3P phosphate cells with manganese, for instance, offer 15% higher energy density than the LFP cells that Tesla uses in the Model 3 Highland.

[NanoEE]

2 years after

https://www.electrive.com/2024/04/03/ultium-cells-delivers-first-battery-cells-from-tennessee-factory/

[NanoEE]

“The pack offers 360 Wh/kg energy density with 95% solid-state electrolyte, and will be installed in retail EVs this quarter.”

This quarter, holy cow.

https://www.notebookcheck.net/Solid-state-battery-with-record-energy-density-uses-Elon-Musk-s-manganese-for-1200-miles-of-EV-range.822139.0.html