Giga Factories and Battery Companies

[TradingCharts]

Several companies are leading the way in the development of aluminum-air (Al-air) batteries. Here are a few notable ones:

Phinergy: An Israeli company known for its innovative metal-air technology. They have developed Al-air batteries that are clean, safe, and fully recyclable.
https://www.alcircle.com/news/top-five-aluminium-air-battery-manufacturers-in-the-world-28517
Fuji Pigment: A Japanese company that has created the world's first viable, rechargeable Al-air battery using ionic liquid as the electrolyte.

Industrie De Nora S.p.A.: An Italian company that is a major player in the Al-air battery market.

China Dynamics (Holdings) Limited: A Chinese company involved in the development of Al-air batteries.
https://www.researchnester.com/reports/aluminum-air-battery-market/3341/companies
RiAlAiR Limited: Another key player in the Al-air battery market.

[TradingCharts]

Elon Musk eyes a deal with his native South Africa to let SpaceX offer Starlink service in exchange for a Tesla battery plant, report says
January 2, 2025
https://batteriesnews.com/elon-musk-eyes-a-deal-with-his-native-south-africa-to-let-spacex-offer-starlink-service-in-exchange-for-a-tesla-battery-plant-report-says/

[TradingCharts]

Prakhar Todaria
Engineering Manager@Tesla | Virginia Tech
21h • 21 hours ago
https://www.linkedin.com/posts/prakhartodaria_sr-process-engineer-drive-unit-final-assembly-activity-7275264059187322881-6IN_?utm_source=share&utm_medium=member_desktop
[color]=blueNanoEE let me know how your interview went[/color]😏

Howdy, everyone?

I am looking for a Sr. Process Engineer to join my team at GigaNV in the beautiful Sierra Nevada. We have got some fascinating projects on going which will give you exposure to latest and greatest in the field of EV Manufacturing. Please DM me with short and to the point paragraph on why you're the best fit. Don't forget to attach your resume.

P.S. : This is not an entry level position.

https://lnkd.in/gJEddsFG

[TradingCharts]

35k fowllers you should be one as well.

Hundreds of Chinese have been sent to Sweden to start up the equipment. Their observations on this failure are interesting to share, especially since French companies are also starting to collaborate with Chinese battery suppliers.

https://www.linkedin.com/posts/jeremieni_northvolt-a-fait-faillite-des-centaines-activity-7274734374393155586-1gro?utm_source=share&utm_medium=member_desktop

[TradingCharts]

Battery manufacturing: Only the lowest-cost producers will survive

Over the last year and a half, cell production costs have plummeted, due to falling lithium prices, increased automation and technology advancements. Furthermore, due to huge oversupply within the Chinese market, margins are hovering close to 0%, resulting in low cell prices but financial difficulties throughout the market.

Therefore, being able to produce cells at the lowest production costs is paramount for survival during these tough times, and this is an area where newcomers to the industry are struggling.

Chinese companies have a 20-year head start, resulting in highly optimised manufacturing process, and an industry where vertical integration is strong, enabling top producers to lower costs even further (second graph).

This results in new manufacturers in Europe and North America facing several barriers in achieving cost competitiveness.

Therefore, the focus should be shifted away from producing the most advanced technology, and towards producing good-enough cells, with low scrap rates, automated factories in locations with cheap electricity.

Doing so could enable newcomers to the industry to rapidly reduce production costs, giving a pathway to early revenue that could be reinvested into R&D.

Read more about the current landscape for battery production here: https://lnkd.in/ew42aAAH

hashtag#sustainabilty hashtag#batteries hashtag#manufacturing hashtag#LFP hashtag#NMC

https://www.linkedin.com/posts/aaron--wade_sustainabilty-batteries-manufacturing-ugcPost-7272210820741140480-o4fn?utm_source=share&utm_medium=member_desktop

[NanoEE]

KULR is shooting themselves in the foot.

“These 18650 cells are ready for procurement and represent a critical advancement in KULR’s mission to provide rapid access to certified space-ready solutions.”

https://www.kulrtechnology.com/kulr-announces-immediate-availability-of-nasa-certified-m35a-battery-cells-for-jsc-20793-packs/

How many companies are doing business in space?!?!

Hopefully I am wrong about this, but I will look at this after Christmas, to see if it’s a good time to buy.

[TradingCharts]

BYD is the leader of the EV market.

BYD just rolled off its 10-millionth NEV for its 30th anniversary.

Here are the 5 key factors of its success:

1. In-house production

BYD manages to keep costs down.

They are producing as many of the components as possible in-house and integrating them.

For example, except for the windows and tires, BYD builds all Dolphin components.

2. Battery subsidiary

BYD's roots are in battery manufacturing, making it the first battery producer to successfully transition into an automotive powerhouse.

Having started battery production in the late 1990s, BYD entered the automotive industry in 2003 and has been a game-changer ever since.

One of BYD's standout innovations is its Cell-to-Pack technology, featuring large "Blade Cells" that boost efficiency.

What sets BYD apart is its control over the entire battery supply chain—producing essential components like electrolyte, separators, and lithium carbonate in-house... etc

This comprehensive approach has allowed BYD to achieve the lowest production costs for LFP batteries, surpassing even CATL.

Their full commitment to LFP chemistry underscores a dedication to leading in a safe and cost-effective way.

3. Parts optimisation

BYD integrates parts, like its 8-in-1 E-Axle, which includes the motor, inverter and BMS to reduce costs.

According to insiders, BYD has just invested in the construction of an "integrated body" die casting project, aka Gigacasting, for the future platform of its vehicles.

4. Innovation

BYD employs 900 000 people in the world.

100 000 people are working in the R&D department.

The largest R&D staff in the world.

Showcasing its commitment to pioneering technology in the automotive industry.

BYD can maintain a fast-paced development cycle, rapidly bringing new technologies to market and constantly refining its products.

5. Government Support in China

BYD's rise has been bolstered by strong support from the Chinese government, including subsidies, incentives, and favorable regulations for EV manufacturers.

This support has enabled BYD to establish a dominant position in China, the largest EV market in the world.

For you, what are the other key factors of BYD's success ?

Source: Photo (BYD)
---
Follow me (Christopher Chico) for more posts about the battery and EV industry.

To not miss my next posts, don't forget to click on the bell 🔔 on the top right of my profile.

hashtag#batteries hashtag#electricvehicles hashtag#ev
Activate to view larger image,
https://www.linkedin.com/posts/christopher-chico-97a859111_batteries-electricvehicles-ev-activity-7264891472703897600-D6AD?utm_source=share&utm_medium=member_desktop

[TradingCharts]

KULR premarket $1.64
https://stocktwits.com/symbol/KULR

[TradingCharts]

LFP batteries present strengths that make them an attractive option in the battery market, particularly for EVs and energy storage systems. One of the advantages is their cost-effectiveness; LFP batteries are cheaper to produce than other lithium-ion batteries due to the abundance and lower cost of raw materials like iron and phosphate, as opposed to the more expensive cobalt and nickel used in ternary batteries.

read the rest here
https://www.linkedin.com/posts/brendanjephcott_lithium-nickel-cobalt-activity-7268097509208530944-O22y?utm_source=share&utm_medium=member_desktop

[TradingCharts]

Copilot is there EV battery production in Turkey? If so do they have alot of Battery tech people to upsize production?

Copilot

Turkey is making significant strides in electric vehicle (EV) battery production. The country has announced substantial investments in this sector, including $4.5 billion for battery production. https://www.electrive.com/2024/07/29/turkey-plans-to-invest-billions-in-ev-and-battery-production/

This investment aims to boost Turkey's capacity to become a regional production base with a target of 80 gigawatt hours by 2030.

Turkey's strategic location, favorable policies, and incentives have attracted major investments from global giants like BYD, which is building a $1 billion EV plant in the country. https://electrek.co/2024/07/08/byd-building-huge-1-billion-ev-plant-turkey/

Additionally, Turkey has a highly skilled workforce, with a large number of trained engineers and technicians who can support the production of electric vehicles and related technologies This combination of investment, strategic location, and skilled workforce positions Turkey well to upscale its EV battery production capabilities.

[TradingCharts]

Some people are mad because they are using a Chinese company to make some of the batteries.

Northvolt should be a lesson to all that the Chinese do batteries well.

Turkey I no nothing about there battery techs. But if you click on the link many Amprius people gave a thumbs up on that post. Should be news soon for a new plant in Turkey?
https://www.linkedin.com/posts/mehmet-%C3%A7anakc%C4%B1-8173381a5_amprius-ships-a-sample-ev-cells-to-united-activity-7266908314435760128-316b?utm_source=share&utm_medium=member_desktop

[TradingCharts]

Make sure you check out KULR

[NanoEE]

Got back in sub $1, now the could’a/should’a/would’a, bought more, bad move on my part.

Easily $10 by 2026, so I am buying more.

[TradingCharts]

Mehmet Çanakci
Professor,AYBU and UNO Co-Funder/ BEE Battery beebatteryaviation.com
16h • 16 hours ago
https://www.linkedin.com/posts/mehmet-%C3%A7anakc%C4%B1-8173381a5_amprius-ships-a-sample-ev-cells-to-united-activity-7266908314435760128-316b?utm_source=share&utm_medium=member_desktop

Amprius' success in leading the way with its innovative high-performance battery cells for the LEV (Light Electric Vehicle) sector serves as a major inspiration for Turkey's growing electric vehicle ecosystem. As BEE Battery the local partner of Amprius in Turkey, we are proud of this collaboration and eager to expand it by contributing to Turkey's national electric vehicle project, TOGG.

Amprius' superior energy density, extended range, competitive costs, and safety features can provide TOGG with access to groundbreaking technologies that will enable it to stand out in global competition. In this context, we are ready to collaborate with TOGG and take concrete steps to integrate advanced battery solutions into Turkey's EV ecosystem.

Combining Turkey's domestic production strength with Amprius' cutting-edge technology, establishing a new facility in Turkey will not only enhance Turkey's competitiveness both locally and internationally but also mark a significant step forward in developing its own know-how on the journey of National Technology. Let’s bring this potential to life together!
💫🚘🚀

Amprius Technologies, Inc.
Togg
T.C. Sanayi ve Teknoloji Bakanligi | Republic Of Türkiye Ministry of Industry and Technology
hashtag#MilliTeknolojiHamlesi🇹🇷

[TradingCharts]

Here is the correct linked to the post. Be sure to read the comments.

Packers doing well

Aaron Rogers rummors coming here next year I hope not..

Sam can be nerve racking sometimes but cheaper than Cuz and coach able.

https://www.linkedin.com/posts/kpkairies_the-unraveling-of-europes-battery-dream-activity-7264920329251086336-ne56?utm_source=share&utm_medium=member_desktop

[NanoEE]

Couldn’t be any better, still 6 feet above ground

Couldn’t agree more on this bit of info.

The mindset of Americans, “why do it”, if the Asian countries do it cheaper.

So there was a lack of push for Technicians in all of these advancing fields.

Then you have the “Will Kids”, just waiting on their parents to pass off all their money to them.

Hopefully with the push of programs, such as STEM and DI. This will create a drive for more Education to be a Technician.

Aaron Rodgers doing what the NFL wants, drama!

Vikings Lions, fun to watch.

[TradingCharts]

Northvolt. Chapter 11 in USA, CEO resigns.
https://www.linkedin.com/posts/tonystrobbe_supplychain-lithiumionbatteries-lithium-activity-7265724470177202176-mDGY?utm_source=share&utm_medium=member_desktop

▪ Seems like last stand drastic measures have been taken...
▪ Only enough money in the bank for one week of production, with 1-2 months of further funding provided by investors.
▪ Chapter 11 can give the company just enough breathing space to get out of the hole they are in now.

‼ Building a company of this caliber out of the blue would always have been a daunting task.
▪ Even though high-level mistakes have been made, let's hope the new leadership learns from this, gets some experienced people in and does not follow the path of Britishvolt.
▪ Undoubtfully to be continued...

Article: https://lnkd.in/gHR59jdB

[TradingCharts]

Dr. Kai-Philipp Kairies

Hope you are doing well NanoEE read the comments.
https://www.linkedin.com/feed/
The US did so much harm in the 70's and 80's shipping manufacturing jobs out of this country. Need to bring trades back to schools or the US will be a third world country in 20-years..

The Unraveling of Europe’s Battery Dream

In recent days, numerous reports have surfaced about the current situation at Northvolt. Among them, one particular article aligns closely with my perspective, and if you’re in the battery industry, I highly recommend reading it (link below).

The crux of the problem, as I see it, lies in yield rates and a pervasive self-deception. Many Europeans continue to believe in the fairy tale that the Western world produces the highest quality products, while the East—especially China—manufactures cheap, low-quality commodities.

This is a dangerous delusion.

Tim Cook recently discussed why Apple relies on manufacturing in China:

“The reason is because of the skill, and the quantity of skill in one location and the type of skill it is… The products we do require really advanced tooling, and the precision that you have to have, the tooling and working with the materials that we do are state of the art. And the tooling skill is very deep here. In the U.S., you could have a meeting of tooling engineers and I’m not sure we could fill the room. In China, you could fill multiple football fields…”

The same holds true for batteries. The most critical parameter in battery production today is the yield rate—the percentage of produced cells that meet specifications. Improving yield rates is a complex process that demands thousands of iterations of trial and error across numerous machines and countless process parameters.

This endeavor requires the coordination of hundreds of experts, many of whom work for supplier companies like machine manufacturers or material suppliers. In China, these experts live and work just around the corner and can be brought into meetings within a day. In Northern Sweden, they need to be flown in, which takes time, and once they arrive, language barriers and intellectual property concerns can further complicate matters.

Currently, there is no place in Europe that has even five percent of the battery talent density of Ningde, China— CATL’s home turf.

Europe’s plans to build a homegrown battery industry face significant challenges. Without acknowledging and addressing the talent gap and the logistical advantages that regions like China have developed over decades, Europe risks falling behind in a critical sector for the future of energy and transportation.

It takes a village to raise a child and perhaps it takes a multi-faceted mega industrial complex with decades of experience to build a battery. It’s about time we get started.

[TradingCharts]

Silicon Anode EV Batteries Are The Real Deal, But It's Complicated
Silicon anodes are arriving in electric vehicles soon, but they still have pros and cons.
https://www.msn.com/en-us/news/technology/silicon-anode-ev-batteries-are-the-real-deal-but-its-complicated/ar-AA1tK5KI

[TradingCharts]

I'm pleased to announce that Lyten has acquired Cuberg's manufacturing facility and equipment in the US. Looking forward to significantly expand our Lithium-Sulfur battery production!

https://www.linkedin.com/posts/kvanheusden_lyten-lithiumsulfur-evbatteries-activity-7262572795904106496-2b06?utm_source=share&utm_medium=member_desktop

[TradingCharts]

The industry is seeing increased interest in high-manganese technologies, reflected in battery-grade manganese-sulphate's positive monthly performance

https://www.linkedin.com/pulse/battery-materials-market-update-week-ending-29-october-magnus-bekker-tndgc/

[TradingCharts]

Giga-MANGANESE - The AWAKENING
https://www.linkedin.com/pulse/simplicity-key-brilliance-bruce-lee-magnus-bekker-hhefe/

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24M is solving the grand challenges for a better energy future by reinventing today’s battery technologies and manufacturing methods. We provide a revolutionary cell manufacturing platform, process, and technology set that improves performance and accelerates production while lowering the costs of existing and next-generation battery cells for electric mobility, aerospace, energy storage, and lead-acid replacement opportunities.
https://24-m.com/

[TradingCharts]

Key players in the silicon anode battery market include Cymbet Corporation, Planar Energy Devices, Inc., CALIFORNIA LITHIUM BATTERY, INC, Enevate Corporation, XG Sciences, Los Angeles Cleantech Incubator (LACI), NANOTEK INSTRUMENTS, INC., Amprius Technologies, Inc., Zeptor Corporation, and Samsung SDI America Inc., among others.

Download Free Sample Copy of Report: https://lnkd.in/gYYxDVMH

https://www.linkedin.com/posts/vipin-prakash-mishra-4174197_us-silicon-anode-battery-market-projected-activity-7252913802831151106-htQA?utm_source=share&utm_medium=member_desktop

[NanoEE]

Great information, ascend elements looks like they have a lot going for them.

Private company. Wonder if it will ever go to shares.

[TradingCharts]

Watt's New in Batteries: Publications, White Papers, Podcasts and More
September 16, 2024
https://www.linkedin.com/pulse/watts-new-batteries-publications-white-papers-podcasts-glfec/?trackingId=qx7L1KETKyxe7lvS4mwkqA%3D%3D
From white papers and publications to case studies and podcasts, each month Volta Foundation posts the latest thought leadership in the battery industry

[TradingCharts]

HUGE Tesla 4680 Battery Production Update | Exponential Growth!

[NanoEE]

Nanjing, China, not us.

“Dalhousie University, Canada, led by renowned electrochemist Dr. Jeff Dahn, one of the world’s most highly cited researchers and a key Tesla research partner in batteries”

Interesting tid bit, 8 years in development, how much Tesla backed funds are going into this one?

[NanoEE]

Little odd, something seems off about that move by the FMER, they are always pumping money into a lot of those RP’s.

Maybe they have vetted every course in Battery Development and Optimization.

Raw Lithium isn’t coming online fast enough to support Battery Manufacturing/Giga Factories.

Permitting everywhere on planet Earth is Very, Very Long. You and I know that. Waiting game, what 2035, is that right?!?!

[TradingCharts]

Berzelius Unveils High-Performance Pure Silicon Anode Enhanced by OCSiAl Single Wall Carbon Nanotubes
10 September, 2024

Is this you?
https://ocsial.com/news/berzelius-unveils-high-performance-pure-silicon-anode-enhanced-by-ocsial-single-wall-carbon-nanotubes/

Berzelius exhibits high-performance pure silicon anode systems with record high energy density of 400 Wh/kg.
Achieved through the integration of OCSiAl’s single wall carbon nanotubes, this breakthrough paves the way for next-generation energy solutions.
This advanced material system is expected to accelerate mass adoption of next-generation lithium batteries in vehicles, drones, power tools, and aerospace

.