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These Are The Top 10 EV Battery Manufacturers in 2023
https://www.linkedin.com/feed/update/urn:li:activity:7189156231687647232/
Contemporary Amperex Technology Co. Limited (CATL) has swiftly risen in less than a decade to claim the title of the largest global battery group.
Contemporary Amperex Technology Co., Limited
BYD
LG Energy Solution
Panasonic
SK On
Samsung SDI
CALB Group Co., Ltd.
Farasis Energy
Envision Energy
Visual Capitalist
Elements
TDK, who would have thought. Then again they are sitting on top of stock piles of cash to do what ever they want.
https://hi-tech.ua/en/breakthrough-in-batteries-the-new-battery-from-tdk-has-20-times-more-capacity/
A steal now, maybe a little drop in the SP before they release a new survey.
Critical Metals Corp (NASDAQ:CRML) has what could shape up to be the largest deposit of HREEs in the world, and it already has an exploitation permit, with hundreds of thousands of assays already undergoing testing. From an infrastructure perspective, Tanbreez is also highly advantageous, with year-round direct shipping access through deep-water fjords that feed into the North Atlantic ocean.
Found the now investment for 2035 exit.
Rare Element Resources Ltd. (TSX:RES) is dedicated to the exploration and development of rare earth elements (REEs), crucial components in clean energy technologies. The company’s flagship Bear Lodge project in Wyoming, recognized as one of the world’s largest undeveloped REE deposits, holds immense potential to contribute to the global supply of REEs. REE’s commitment to sustainable and responsible mining practices underscores its dedication to ethical resource extraction and environmental stewardship.
Amprius Signs Multiple Contract Manufacturing Partnerships to Secure Over 500 MWh of Production Capacity for SiCore™ Cells
June 20, 2024
https://www.businesswire.com/news/home/20240620752935/en/Amprius-Signs-Multiple-Contract-Manufacturing-Partnerships-to-Secure-Over-500-MWh-of-Production-Capacity-for-SiCore%E2%84%A2-Cells
FREMONT, Calif.--(BUSINESS WIRE)--Amprius Technologies, Inc. (“Amprius”) (NYSE: AMPX), a leader in next-generation lithium-ion batteries with its Silicon Anode Platform, today announced a strategic initiative to rapidly increase the global production capacity of its SiCore™ offering through new manufacturing partnerships. Amprius has signed agreements with several contract manufacturers to secure over 500 MWh of production capacity for its SiCore battery and is engaging with potential additional partners across a network of established Asia-based contract manufacturers.
Battery Materials Prices 18 June 2024
https://www.linkedin.com/pulse/battery-materials-prices-18-june-2024-magnus-bekker-gsbkc/
Honourable mention:
COPPER & LITHIUM
BOTH down AGAIN !!!
Sarytogan Graphite product achieves high performance in lead acid batteries
That is pretty awesome.
Carbon Neutral to boot.
Magnesium is light weight, high strength, high damping capacity, close dimensional tolerance for sawing, punching, drilling, milling, turning, and other processes are smoother when using magnesium.
Magrathea sells metal
https://magratheametals.com/news/americanmetal
San Francisco, 12 June 2024 -
Archer Receives FAA Certification To Begin Operating Commercial Airline
Graphene Manufacturing Group
970 views May 15, 2024
Graphene Manufacturing Group CEO, Craig Nicol, joins the Ke Report to share a corporate update including details on the recent financing for C$3.47 million, our focus on growing THERMAL-XR®️ sales and our G+AI battery pouch pack development with 💖Rio Tinto💖.
“A Gotion news release stated Stellary was uniquely designed to dissipate 70% of its heat outside the pack within three seconds, an important safety feature.”
https://www.thecooldown.com/green-tech/gotion-high-tech-ev-battery-fast-charge/
Thank you for that information, a ticker that I have now on my watch list. Definitely on my radar for purchase.
I did notice RECSI following lithiums dip in market trend.
The best performing commercial anode.
Graphite anodes for lithium-ion batteries reached their energy limit years ago. The future is silicon. Sila is the first to deliver a market-proven nano-composite silicon anode that powers breakthrough energy density, without compromising cycle life or safety. Titan Silicon™ has arrived.
https://www.silanano.com/
https://www.youtube.com/@sila7767
Sila - Moses Lake Ceremony
Videos
New manufacturing plant to make electric vehicles more affordable, create jobs in Moses Lake
https://www.recsiliconinvestors.com/videos/
Industry Leader
“Amprius, Group14, OneD, and Sila all use silane gas as a starting material. Willoughby at Wood Mackenzie says much of the world’s silane gas is produced in China, where it’s primarily used to make polysilicon for solar panels and semiconductors.
Group14 and Sila’s facilities will both be in Moses Lake, Washington, home to the silane gas producer REC Silicon. The problem, Pluvinage says, is that REC sells most of its silane to the solar industry and is charging a premium for the remaining supply.
OneD hopes to open a pilot facility in Moses Lake later this year but wants cheaper silane for commercial-scale production. The company recently announced that it will work with the engineering firm Koch Modular to construct silane plants adjacent to its future production sites. The partners are planning one such complex in Quebec.”
So much tied together in this silane product.
https://cen.acs.org/energy/energy-storage-/Silicon-make-car-batteries-better/102/i4
“One electric vehicle (EV) battery cell is produced in just one second on average, with an "almost-perfect" failure rate of just one in a billion: that's what the world's top battery maker CATL can do in its factories.”
https://news.cgtn.com/news/2024-05-20/Go-inside-a-CATL-factory-to-see-how-world-s-best-EV-battery-is-made-1tKWVmeGjss/p.html
That is a statistic we assumed but could never get out of China, let alone directly from CATL.
Watch Terrence Howard, makes a lot of sence to me.
Could help you with your batteries if you use this periodic table.
Yeah, ALB, DLE, we will see how it plays out.
Great videos though, thanks.
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/
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
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/
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/
Ford reducing battery orders.
https://energymetalnews.com/2024/05/12/ford-reducing-battery-orders-as-it-loses-over-100000-per-ev-sold/
“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
🔋Sales engineer of lithium battery equipment🔋
Guangdong Yixinfeng Intelligent Equipment Co., Ltd · Permanent
Apr 2014 - Present · 10 yrs 2 mos
China guangdong
🔋 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/
Wow interesting for sure.
If/when you have time watch this podcast.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174358232
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
“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!
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!!!
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/
6,149 views Apr 20, 2024
“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/
Chao-Yang Wang
Founder & Chairman EC POWER, Diefenderfer Chair Professor Penn State University, Fellow National Academy of Inventors
2h •
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
“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?!?!
“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.
“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
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