Giga Factories and Battery Companies

[TradingCharts]

Lili Wu
InsightWoo Battery Materials
3w • Edited •

InsightWoo Battery Materials has introduced a #LMFP & #LFP capacity and production database and monthly report on #China companies global operations. LMFP, standing out as the leading cathode material, has become highly demanded in the lithium-iron battery market. China is currently witnessing a significant expansion in capacity, positioning itself at the forefront of production and application in this field. Discover more about our offerings in the flyer.

Ronbay Tech forecasts that with continuous upgrades in processing technology and the emergence of economies of scale, the cost of LMFP cathode materials will be 5%-10% lower than that of LFP. Meanwhile it is expected that the penetration rate of LMFP will reach 5%-10% by 2025.

Find out a comprehensive battery materials database and monthly reports https://lnkd.in/gd2Zd-_S
https://www.linkedin.com/feed/update/urn:li:activity:7129686406196592641/

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CATL Qilin Battery: 0-100 km/h in 2.02s!

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CATL and Stellantis Sign Strategic MoU for the Local Supply of LFP Batteries for European Market
https://www.prnewswire.com/news-releases/catl-and-stellantis-sign-strategic-mou-for-the-local-supply-of-lfp-batteries-for-european-market-301994372.html

[TradingCharts]

Lili Wu
InsightWoo Battery Materials
8h • Edited

InsightWoo Battery Materials has introduced a #LMFP & #LFP capacity and production database and monthly report on #China companies global operations. LMFP, standing out as the leading cathode material, has become highly demanded in the lithium-iron battery market. China is currently witnessing a significant expansion in capacity, positioning itself at the forefront of production and application in this field. Discover more about our offerings in the flyer.

Ronbay Tech forecasts that with continuous upgrades in processing technology and the emergence of economies of scale, the cost of LMFP cathode materials will be 5%-10% lower than that of LFP. Meanwhile it is expected that the penetration rate of LMFP will reach 5%-10% by 2025.

Find out a comprehensive battery materials database and monthly reports https://lnkd.in/gd2Zd-_S

https://www.linkedin.com/feed/update/urn:li:activity:7129686406196592641/

[TradingCharts]

Sayanto Bagchi
Commercial Lead
7h •

CATL has put into operation a new battery production base capable of producing an average of one cell every one second with the help of highly automated production lines in Guian New District, China.

The production base, with a total land area of about 1,435 mu (0.95 square kilometers), is being built in two phases with a planned combined annual capacity of 60 GWh, the first of which has already been officially put into operation.

The first phase of the project uses an advanced production line with an automation rate of 95 percent, featuring a high production pace and high flexibility, CATL said.

From material feeding to finished product output, the base can realize the speed of producing one cell in one second and one battery pack in 2.5 minutes, the company said.

#CATL #lithiumionbattery #gigafactory
https://www.linkedin.com/feed/update/urn:li:activity:7125718490497302528/

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BatteryTech News & Updates – Week #41
edin.com/pulse/batterytech-news-updates-week-41-julian-renpenning/?midToken=AQHkzsYTOKFzGg&midSig=3U-a5MWdw_HaY1&trk=eml-email_series_follow_newsletter_01-newsletter_content_preview-0-title_&trkEmail=eml-email_series_follow_newsletter_01-newsletter_content_preview-0-title_-null-bsu19u~lns04fm1~sj-null-null&eid=bsu19u-lns04fm1-sj&otpToken=MTUwNDFkZTUxNzI2Y2NjNWIwMjQwNGVjNGYxOWUzYjQ4OWM4ZDk0ODkxYWI4NjYxNzZjMjA2NmY0YTVkNWNmNWY0ZDFkZmExNDdkM2ZlODg2NGJiY2I4NmUwZjhhZTA2N2U1NjhiYzlkYjdhNGVjNmY1MGY5OCwxLDE%3D

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Recharge Sep23 (China EVs, LFP, Lithium prices, Canada/Portugal/Europe)
Monday Sep 18, 2023

In September's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials.

Major issues this month include: Chinese EV sales and the growth of PHEVs, overcapacity in the LFP supply chain, inventories, lithium prices and production, development issues in Canada and Portugal, feedback from our European trip.

Podcast here.
https://batterymaterialsreview.podbean.com/e/recharge-sep23-china-evs-lfp-lithium-prices-canadaportugaleurope/

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28 August 2023 Tesla Lithium Refinery Plant near Corpus Christi, Texas Update

28,805 views Premiered Aug 28, 2023 TESLA LITHIUM REFINERY
Tesla’s New Lithium Refinery Plant is located near Corpus Christi, Texas!

I was able to head down to the Corpus Christi Lithium Refinery Plant construction site, almost four months since the official groundbreaking event took place on 8 May 2023.
Wow, there has been a TON of work and changes since then, with a large area having been earth worked, footings, trenching, ponds, construction trailers and Tesla office trailers, sprung structures, and even vertical construction with concrete pours!
Timestamps:
Drone flight overview with discussion & illustration: 0:06 to 3:51
Drone flight footage & infographics: 4:18 to 20:43

The flight began with some gulf-coast fog, but it was already clearing when I started the flight and eventually became sunny with great visibility. You'll note this transition in both the images above and the video itself.
Despite the fog, we get to see a lot of details around the site, with some very interesting large equipment assembly, active concrete pours, the iconic "Tesla Lithium" sign used during the groundbreaking and much more!
Since this is my first flight here as well, I took the opportunity to do a perimeter flight around most of the areas with construction and major changes since the groundbreaking and then closer views of the main refinery construction site itself.

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This Week in Batteries: Northvolt, Tesla, BYD, and More
https://www.linkedin.com/pulse/week-batteries-northvolt-tesla-byd-more-volta-foundation/

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Ultra-Pure Zinc Bromide for Batteries
https://tetratec.com/low-carbon-solutions/energy-storage/ultra-pure-zinc-bromide/

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Tesla EV Range Loss after 100K Miles? | Tesla Battery Life Data

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The companies plan to invest as much as $3 billion combined and each hold 30% stakes in the as-yet-unnamed venture, which will open in a little over three years. It will be scaled to churn out 21 gigawatt-hours of lithium-iron-phosphate, or LFP, battery cells annually at a factory site that hasn’t yet been determined, Cummins CEO and President Jennifer Rumsey told Forbes. Chinese battery maker EVE Energy will share its LFP cell technology with the venture and own a 10% stake.

CATL is a Chiness company not qualified for the Infaction Act. So, this might not be the one.

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Amprius’ State-of-the-Art Gigawatt-Hour Scale Factory in Colorado Passes Major Milestone

Amprius On Track to Operationalize its Growth Engine to Serve Strong Customer Demand for High-Performance Silicon Anode Lithium-Ion Batteries and Fuel the Electric Mobility MarketFREMONT, Calif.--(BUSINESS WIRE)--Amprius Technologies, Inc. (“Amprius” or the “Company”) (NYSE: AMPX), a leader in next-generation lithium-ion batteries with its Silicon Anode Platform, today announced that the Brighton City Council approved an ordinance to rezone an approximately 103 acre site, including an existing 1,278,455 square foot facility, to allow, among other matters, the Company to manufacture its next-generation lithium-ion batteries. This marks a significant milestone clearing the path for Amprius to establish its state-of-the-art gigawatt-hour scale factory site to meet growing customer demand.
"This approval from the Brighton City Council marks an important step towards our goal to begin operations at Amprius Fab in the first half of 2025,” said Dr. Kang Sun, Chief Executive Officer of Amprius. “Establishing the first silicon anode battery production facility in Brighton, Colorado, represents a pivotal milestone for the United States in building a local ecosystem that advances electric mobility. We thank the City of Brighton staff and City Council for all their dedicated work and efforts in handling the rezoning application. Additionally, we extend our appreciation to the community members who participated in the process.”
With this project, Amprius aims to repurpose a significant portion of Colorado’s largest single-story industrial building and transform it into a state-of-the-art lithium-ion battery manufacturing facility. This factory site is expected to greatly increase Amprius’ manufacturing capacity, with an initial 500 megawatt-hours (MWh) and the potential of up to 5 gigawatt-hours (GWh) available within the existing footprint. The projected timeline for the factory site is between 18–24 months.

https://conferencecalltranscripts.com/summary/?id=527468&pr=true

[NanoEE]

It will take about 20 years for Canada and its most populous province to break even on the billions of dollars in public money promised to lure Stellantis NV and Volkswagen AG to the country, a spending watchdog concluded.

Canada and Ontario have pledged a total of C$28.2 billion ($20.8 billion) to the two auto manufacturers to subsidize production at electric-vehicle battery plants through the end of 2032, with Prime Minister Justin Trudeau’s government footing two-thirds of the bill at C$18.8 billion and the province paying one-third, or C$9.4 billion.

20 years, throw that $28.2 billion into a CD over the next 20 years and you are waaaaaaaay ahead.

[NanoEE]

New synthetic graphite production operations in the United States, including Anovion’s $800 million plant in Bainbridge, Georgia, and Novonix’s $160 million plant in Chattanooga, Tennessee, will benefit from U.S. incentives included in the IRA and the bipartisan Infrastructure Investment and Jobs Act, executives said.

Vianode, jointly owned by Norsk Hydro and battery maker Elkem, aims to build synthetic graphite facilities in both Europe and North America, with enough capacity to supply up to 2 million EVs a year by 2030.

Gotta watch these three.

[NanoEE]

Who??????

https://www.forbes.com/sites/alanohnsman/2023/09/06/cummins-and-two-truck-giants-will-pour-3-billion-into-a-battery-venture/?sh=4f5df627560a

[NanoEE]

I don’t know who they tested.

There are so many lithium developers in China and Japan.

Wouldn’t know who they use until a tear down is done.

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Toyota, is testing QS.

Thank Toyota for those change of plans

Would that be the one?

[NanoEE]

No.

Tesla is scrambling to put a SSB in the car.

Thank Toyota for those change of plans

I really don’t know, took a while for the Cyber Truck to roll out there could have been test being performed on the truck to see if they were going to progress and that probably blew up on them and then resorted back to original design.

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CATL M3P // Is the Hype Legit & Will Tesla Use it?

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tony strobbe

EV supply chain Projects Director (GIGAfactory, PCAM, CAM. Critical mineral REFINING and RECYCLING solutions)EV supply chain Projects Director (GIGAfactory, PCAM, CAM. Critical mineral REFINING and RECYCLING solutions)
23h • 23h •

Will Li-ion batteries be replaced by one of the newcomers?
Not this decade...
Has something changed since I posted this one year ago?
Not really although incremental gains are being made especially with Na-ion technology.

* At this point Lithium is the preferred chemistry, the con's of other chemistries still are too big of a hurdle...
* While finetuning an existing technology or process is almost a given, pumping money in a technology that may or may not break through is a whole different ballgame for an investor.
* It takes time to get accepted as a mature, viable technology in mainstream automotive

https://www.linkedin.com/feed/update/urn:li:activity:7099402888623386624/

[NanoEE]

Quebec, heh.

https://www.reuters.com/business/autos-transportation/ford-partners-pick-canada-900-mln-battery-materials-plant-2023-08-17/#:~:text=OTTAWA%2C%20Aug%2017%20(Reuters),hub%2C%20Canada's%20industry%20ministry%20said.

[NanoEE]

I am curious if there are metrics out there on consumers and mileage acceptance in EV’s.

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This 600 Mile Battery Could Be In Your Next EV - AAH 660

4,623 views Streamed live 9 hours ago Autoline After Hours
TOPICS:
- Our Next Energy (ONE) is a US battery startup with a very different approach
- Its new Lithium Iron Phosphate (LFP) battery pack has nearly the same energy density of Nickel Manganese Cobalt (NMC) battery packs.
- It's using an LFP battery as a range extender
- It's going for 600 mile EV range

PANEL:
- Mujeeb Ijaz, Founder & CEO, Our Next Energy (ONE)
- Nicole Wakelin, Host, The Road Reflected podcast
- Gary Vasilash, on Automotive
- John McElroy, Autoline.tv

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Jon Bornstein, President of Amprius Lab | Munro Live Podcast

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Meeting the Challenge of Future Commercial Energy Storage with TETRA PureFlow Ultra-Pure Zinc Bromide
By Archie Vest | Senior Director of Bromines, TETRA Chemicals North America | May 4th, 2023

The Zinc-Bromide Alternative for Power Storage Batteries
For grid-scale applications, an excellent alternative to lithium-ion batteries for power storage is zinc-bromine flow batteries. Invented in the 1970s, zinc-bromine flow batteries use low-cost, readily available materials, have longer lives, pose little risk of fire as the electrolytes are non-flammable, and provide duration cycles longer than their lithium-ion counterpart.

In fact, with the current proliferation of wind and solar power storage installations, the market for zinc-bromine batteries is growing fast, with several companies now developing and deploying commercial zinc-bromine batteries and building up lengthy backlogs for demand.

To support the fast-growing need for commercial energy storage, TETRA Technologies pioneered its TETRA PureFlow® ultra-pure zinc bromide for use in grid-scale storage systems and solar power battery storage. TETRA believes it is the only producer of commercial quantities of zinc bromide in the United States and manufactures PureFlow zinc bromide using a proprietary process at its chemical plant in West Memphis, Arkansas.

With regard to the security of resource supply, TETRA holds the mineral rights to extensive brine leases in Arkansas that are estimated to contain 5.25 million tons of bromine. The Company is currently completing a detailed geological, reservoir, and production simulation study to determine and ensure a long-term supply of bromide.

The high-purity characteristics of PureFlow zinc bromide make it ideal for large-scale, long-lasting, high-performing battery technologies. To date, PureFlow zinc bromide has been tested and qualified by three separate manufactures of zinc-bromine storage batteries. In 2021, TETRA entered an agreement with Eos Energy Enterprises for collaboration and long-term supply of zinc bromide to support production of Eos’ innovative Znyth aqueous zinc battery. Based in Edison, New Jersey, Eos is a leading provider of safe, scalable, efficient, and sustainable zinc-based long-duration energy storage systems.

https://ir.tetratec.com/investor-overview

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"Really Big Batteries" Tesla Gigafactory Texas 7/1/2023 9:17AM

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#Toyota's Solid-State Battery Breakthrough???
Toyota Motor Corporation claims to have made a significant breakthrough in #EVtechnology that is set to change the game. The company said they made a new type of #battery that can make electric cars lighter, smaller, and cheaper by 50%
https://www.linkedin.com/feed/update/urn:li:activity:7083128837059792896/

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Argentina to begin lithium battery production in Sept
Reuters | July 2, 2023

https://www.mining.com/web/argentina-to-begin-lithium-battery-production-in-sept/?utm_source=Daily_Digest&utm_medium=email&utm_campaign=MNG-DIGESTS&utm_content=argentina-to-begin-lithium-battery-production-in-sept

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Research Reports
https://www.goldendragoncapital.com/research

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Impact of Spheroidization of Natural Graphite on Fast-Charging Capability of Anodes for LIB
https://www.mdpi.com/2313-0105/9/6/305

[NanoEE]

In production.

https://cnevpost.com/2023/05/22/ganfeng-mass-production-1st-gen-solid-state-battery/

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WE GOT A RUNNER!

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Brendan Jephcott

Comprehensive Battery Minerals ResearchComprehensive Battery Minerals Research
6h •

SODIUM-ION BATTERY PRINCIPAL PRODUCTION METHOD

Today, lithium-ion battery production equipment is mainly divided into front-end equipment covering the electrode production process, mid-end equipment covering the cell assembly process, and back-end equipment covering battery cell activation and formation, capacity separation detection, and assembly into battery packs. The manufacturing process and equipment of sodium-ion batteries is compatible with lithium-ion batteries, where only slight equipment upgrades are needed to be used in the production of sodium-ion batteries, and therefore the equipment cash cost that needs to be invested is considerably low.

Production of a sodium-ion battery is similar to that of lithium-ion battery, which mainly includes pole piece manufacturing (cathode, anode, stirring, slurry-drying-coating) and battery assembly (rolling-die-cutting-winding/stacking). The main difference is that sodium-ion batteries can use aluminium foil as the anode current collector, so the cathode and anode can use the same aluminium tabs and related processes such as tab welding. The packaging form of sodium-ion batteries is similar to that of lithium-ion batteries, and can be divided into three categories: cylinder, soft package, and square hard case.

On the whole, an existing lithium-ion battery assembly line can be used to produce sodium-ion batteries with a slight modification, and the replacement cost of developing a sodium-ion battery production line is very low.

To learn more about the rise of sodium-ion batteries: https://lnkd.in/gdXFBYhA

https://www.linkedin.com/feed/update/urn:li:activity:7066306692321316864/

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Volkswagen-backed Gotion unveils new EV battery with 1,000 km range

https://technode.com/2023/05/19/volkswagen-backed-gotion-unveils-new-ev-battery-allowing-1000-km-range/

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Rory McNulty
Senior Research Analyst
4d •

What are #solidstatebatteries
When will they see mass market adoption?
Will China dominate the solid-state market in the same way as #lithiumion?
How will solid-state effect lithium intensity?

I recently had the pleasure of being interviewed by the Benchmark Mineral Intelligence Source team discussing solid-state batteries and their commercial landscape.

The solid-state market is heating up, and the next few years will be critical in determining which technologies are successful on the road to commercialisation.

Sign-up for a free trial of Benchmark Source to view the whole interview, or get in touch for more information on Benchmark's Solid-state Forecast service.
(https://lnkd.in/eEy3h4uR)

#supplychain #batteries #benchmarkminerals
https://www.linkedin.com/feed/update/urn:li:activity:7062427832596975620/

[NanoEE]

UL requirements:
For EV Battery Testing

Battery robustness for vibration
Thermal shock and cycling
Mechanical shock and integrity
Fire resistance
External short-circuit protection
Overcharge and overdischarge protection
Over temperature protection

In the IEEE consortium, there are much smarter people than me to know what standards apply and why they apply. But puncture testing is more important than water testing. Short answer is, the housing that seals the lithium is more important than the lithium itself.

When a Design Failure Mode and Effect Analysis(DFMEA) is done it is to make sure that it meets the FMEA under the consumers control, in its intended use. With that being said, how many layers will the battery housing carry to protect the lithium? And for lithium to be exposed, those layers need to be shredded apart. H2O, and lots of O, are needed in order for rapid thermal transformation(fire).

Then liquid Lithium compared to solid lithium, there are so many things that can go wrong in liquid. Solid we really don’t know if it will have the same factors of failure. Just because it isn’t liquid, SSB could run into a whole slew of problems not even considered.

As for the video, I think you showed me this once already and I played it in the background while working. This time I watched it and enjoyed it more this time. Jahn Teller Effect, if you can understand what that means you are headed down the right path of making the perfect battery.

Hope this helps,

[TradingCharts]

36,569 views May 1, 2023 #toyotarav4 #toyota4runner #toyotatacoma
IT HAPPENED! Toyota FINALLY Reveals New Solid State Battery 2024!
Toyota is getting ready to reveal a "game-changing'' solid-state battery electric vehicle. According to its phenomenal data, it has a range of 500 miles and can fully recharge in just ten minutes. According to the Japanese financial newspaper Nikkei, the Japanese automaker Toyota is planning to introduce a groundbreaking solid-state battery as early as next year.

Future electric vehicles might be able to go more than 500 miles on a single charge and recharge fully in about ten minutes thanks to such technology. If this technology is successful, it will be far superior to its rivals. And so stay tuned as we take a look at this revolutionary battery.

The Holy Grail of battery technology for electric cars is said to be solid-state batteries. As opposed to conventional lithium-ion batteries, they are lighter, more durable, and more stable. The electric car market may experience a paradigm shift as a result of Toyota's active involvement in the fierce rivalry for solid-state batteries.

The future of electric automobiles may change dramatically if Toyota is successful in mass-producing a solid-state battery that lives up to the expectations.

When will these revolutionary batteries be used in electric vehicles? According to Nikkei, Toyota is planning to launch a prototype next year, possibly becoming the first automaker to display a vehicle powered by a solid-state battery. If everything goes according to plan, solid-state batteries in electric cars could be seen as early as 2024.

But here’s the catch, Toyota’s solid state battery won’t be for its fully electric vehicles…the automaker wants to slap the game-changing battery into a hybrid vehicle.

And so, what’s the exact plan? Let’s find out!

Solid-state batteries are the ultimate objective of battery technologies, and Toyota is only one of several automakers and other businesses vying for them. We'll see such a battery from the manufacturer by 2024, according to comments made by Gill Pratt, Toyota's chief scientist and the chairman of the Toyota Research Institute.

Toyota, however, does not intend to use the battery to manufacture an EV.

However, Pratt said in a report published on Thursday that it would pack the solid-state battery into a hybrid car. The combination of an internal combustion engine and a solid-state battery is real. Although it may seem strange, Pratt said there is good logic behind it: Lithium-ion batteries aren't even close to being priced on par with internal combustion engines, let alone solid-state batteries. In order to keep the price of a production car low while yet achieving the benefits of such a battery, hybrid technology is being combined with it.

Likewise Toyota will learn a lot from using solid-state technology in a hybrid before it uses batteries in fully electric vehicles. The batteries operate differently from lithium-ion batteries in terms of how they charge and discharge, according to Pratt. Prior to investing too much in a solid-state battery-powered EV, hybrids will offer the automaker the ideal test for the technology.

Toyota as a company has already stated that it wants to investigate this battery type with a hybrid application first. More specifically, it stated that "one of the reasons Toyota is starting with HEVs is because it wants to introduce solid-state batteries to the market as soon as possible, gain customer feedback, and continue to evolve them."

We must not lose sight of the fact that, in the broad scope of things, this is a very ambitious timetable for the technology. Engineers have been unable to produce solid-state batteries at a sufficient scale or at a reasonable cost for many years.