Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
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 -
Magrathea, a company developing innovative technology for the production of carbon neutral light metal from seawater, has sold metal to a customer from the first new electrolytic magnesium smelter designed, built, and operated on American soil in the 21st century.
In February 2024, Magrathea announced a $28M public-private partnership with the US Department of Defense to fund the scale-up of the company’s technology for producing light metal. In March 2024, Magrathea announced a sustainable brine supply partnership with Cargill who is supplying feedstock to Magrathea’s R&D scale-up facilities in the San Francisco Bay Area.
Magrathea is commissioning a two tonne per year R&D pilot and has produced >99.9% pure magnesium metal within the company’s first three production campaigns of pilot commissioning. The company’s first customer uses magnesium in an unsubstitutable application critical to national security. The customer’s uniquely stringent specifications are often considered harder to meet using thermal technologies such as the Pidgeon Process or other inefficient thermal reductions.
Archer Receives FAA Certification To Begin Operating Commercial Airline
Archer’s goal is to transform urban travel, replacing 60–90-minute commutes by car with estimated 10–20-minute electric air taxi flights that are safe, sustainable, low noise, and cost-competitive with ground transportation. Archer’s Midnight is a piloted, four-passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights.
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
With two U.S.-based manufacturing facilities and sales support offices in the U.S. and Asia, REC Silicon is helping energy and technology providers worldwide to shape the future.
Our Signature Silane® based products are used in everyday quality of life technologies, emerging technologies, cutting edge power and memory devices, high-voltage transmission, as well as renewables.
REC Silicon’s strategy is to maintain its position as a low-cost leader and technological innovator in the silicon materials industry by continuing the development of silicon manufacturing processes that enhance efficiency without increasing environmental impact.
Our two U.S. based plants have a combined production capacity of more than 30,000 MT of high purity silane gas. REC Silicon is headquartered in Lysaker, Norway and listed on the Oslo stock exchange under the ticker: RECSI.
“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
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
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
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.
🔋 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.
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.
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
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
“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!
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
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
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.
“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 •
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.
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.
What did I read yesterday piedmont has a permit for mining in NC?
“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
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?
Followers
|
4
|
Posters
|
|
Posts (Today)
|
0
|
Posts (Total)
|
331
|
Created
|
12/18/22
|
Type
|
Free
|
Moderator TradingCharts | |||
Assistants |
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |