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2023: Year of the EV Battery
As we pay greater attention to battery composition, expect to see automakers prioritize some of the major themes of 2022 – through investments in technology, partnerships and joint development agreements – all leading to a better battery.
That’s why 2023 will be the year of the battery, and we will see more automakers turn their attention to composition as the solution to a more affordable BEV. The use of silicon will play an instrumental role in “supercharging” the battery. In fact, from 2023 through 2025, there will be an increase in silicon penetration in the anodes of batteries (including lithium-ion) in new BEVs – with a significant increase in silicon-based anodes in batteries in coming years.
We can expect to see automakers prioritize some of the major themes of 2022 – investments in technology, partnerships and joint development agreements – all leading to a better battery.
A lot of automakers built their manufacturing platforms around Lithium.
In order for “early adoption” on newer technologies, it is going to cost big bucks to revamp the assembly lines.
5 - 10 years. The next phase of technology will be the injection into the market. Annnd I don’t know if Lithium will go away, it will be a secondary system, like gas is to battery now.
Don’t forget, Lithium by far has the greatest energy density, hands down to all others(except for nuclear).
134,505 views Apr 16, 2023
Energy storage breakthroughs. You've heard it all before, right? And it is true that apparently "game changing" new technologies are being announced on an almost weekly basis. It's a sign of a rapidly accelerating market disruption that will see western societies move rapidly away from fossil fuel combustion by 2030. Now there are 3 more to add to the list - each of which looks set to change their respective sectors for ever.
Hopefully 2025, give me time to exit out a lot of the Lithium plays
Jigar Shah
Director, Loan Programs Office at U.S. Department of Energy (DOE)
2d •
“Natron Energy in the U.S. and CATL in China are working on sodium-ion batteries. At $960 per ton, sodium hydroxide is much cheaper than lithium. In 2022, CATL announced that its next generation of sodium-ion batteries will reach an energy density of 200 watt-hours per kilogram, which compares well with the 220 watt-hours per kilogram of current lithium-ion batteries. CATL's sodium-ion batteries could be as much as 75 percent cheaper per kilowatt-hour than lithium-ion batteries.”
“It’s going to be at least five-to-ten years before any alternative technologies can compete on cost with lithium-ion technology, Whittingham predicted.”
“If you go to solid state,” he says, “please don’t say it’s safer until we prove that it’s safer!”
https://spectrum.ieee.org/amp/lithium-ion-battery-disruption-ready-2659859833
Magnus Bekker
• 2nd
Manganese Analyst & Independent Consultant - providing bespoke advisory services regarding Manganese in Energy Storage sector.Manganese Analyst & Independent Consultant - providing bespoke advisory services regarding Manganese in Energy Storage sector.
13h •
In the space of 8 months last year, one of #CATL’s suppliers has built a #Gigafactory, ready to produce 110,000mt of #LMFP material per annum.
They plan to increase production up to 550,000 mt of LMFP, per annum, by 2025,
which overshadows their planned production capacity of #LFP of only (?) 345,000 mt annually. (currently 265,000mt LFP capacity)
This confirms the future production of cheaper and safer #EVbatteries, from abundant materials, especially CATL en route to 800 GWh by 2028.
Expectations are that up to 80% of US battery supply will involve Asian battery makers.
They are the hands that rock the EV cradle.
Awesome for #MANGANESE #mineralprocessing companies who will produce the required products in time.
My new logo below... what do you think?
https://www.linkedin.com/feed/update/urn:li:activity:7052078363414302720/
Extreme Fast Charge Demonstration – 0-80% in Approx. 6 Minutes
April 25, at 2 p.m. Pacific Time (5 p.m. Eastern Time) QuantumScape Announces Timing of First Quarter 2023 Financial Results and Webcast
April 04, 2023 04:30 PM Eastern Daylight Time
SAN JOSE, Calif.--(BUSINESS WIRE)--QuantumScape Corporation (NYSE: QS), a leader in developing next-generation solid-state lithium-metal batteries, today announced it will release 2023 first-quarter financial results after market close on Wednesday, April 26, 2023. This will be followed by a conference call at 2 p.m. Pacific Time (5 p.m. Eastern Time). Jagdeep Singh, co-founder and chief executive officer, and Kevin Hettrich, chief financial officer, will participate on the call.
Starting today, April 4, shareholders can submit questions they would like addressed on the earnings call. QuantumScape management will respond to a selection of the most upvoted questions. Please submit questions on this online Q&A platform. The company will accept questions on the Q&A platform until Tuesday, April 25, at 2 p.m. Pacific Time (5 p.m. Eastern Time).
I have positions in both now. When the price of lithium goes down it should make these more valueable.
If you find news please post. I feel like the maytag repairman over there.
AMPX
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171620681
QS
https://investorshub.advfn.com/QuantumScape-Corporation-38348
SES: The Future of Lithium Metal Battery Technology
Every time I bye into a battery company I get hit.
This time will be different, AMPX and QS I will buy the dips..
QS is being tested in cars, not sure about ampx.
All my youtube people are doing videos on ampx. I chased ampx up all day and never got one share.
So, here I stand at my desk in after hours trying to get a small amount of shares. to follow on level 2
the chart is getting over bought.
I swear when I decided to hit the ask around 2-pm they rased it .30 in the blink of an eye. it kept coming down to my number one penny above. I must have pissed off the mm's today.
They are both up today.
Oh look they gave me 200 shares I over paid to get those today. I just got tired of chasing it. I hope I get a better price tomorrow.
Sandy and Gruber today.
Sweet video!
That is a huge concern in demand, when demand goes up there is usually quality issues.
And with Lithium you can’t risk quality, it has to be a tight run ship.
Impossible to Repair TESLA Batteries | Gruber Motors
Yes, he is much smarter than I thought, after watching a few of his videos.
I harassed him weekly for months on LinkedIn about permit reform.
https://www.linkedin.com/in/jigarshahdc/
JIGAR SHAH
Director of the Loan Programs Office
Jigar Shah wrote this, he is a director?
The facility, located in the Rochester, New York area, is expected to support the battery needs of approximately 203,000 electric vehicles (EV) annually and will advance the electrification of the U.S. automotive fleet to lower related emissions, strengthen the domestic EV supply chain, and create good-paying clean transportation jobs.
Jigar Shah wrote this, he is a director?
https://www.energy.gov/lpo/articles/lpo-announces-conditional-commitment-loan-li-cycles-us-battery-resource-recovery
Sandy Munro: Tesla & Declining Legacy Auto
Robert R
• Following
Benchmark Mineral Intelligence / Regional Sales Manager - APAC - Subscriptions & Events
18h • 18 hours ago
Join our battery experts Aran W., Evan Hartley, and Manish Dua as they explore the evolution of the battery industry, key trends shaping the path to 1 TWh, and factors underpinning the long-term market outlook.
>The lithium-ion battery industry faces a historic year, with global battery production on its way to surpassing 1 TWh for the first time. ??
This webinar will draw from Benchmark's first-of-its-kind Lithium Ion Battery Cell Price Assessment and Battery Database Forecast service.
Click here to register for the 08:00 (GMT+1) session:
https://lnkd.in/eizfyfCE
Click here to register for the 15:00 (GMT+1) session:
https://lnkd.in/eSGbRP7H
https://www.linkedin.com/feed/update/urn:li:activity:7044829776611614720/
WTF! Ampirus flew right under the radar, literally.
Wow, good for these guys and they are manufacturing in the states, better yet.
I hope this works out in a huge way.
Nice find TC.
About Amprius Technologies
BREAKING NEWS: Amprius Creates a 500Wh/kg Battery
Recharge Industries™: A partnership for a more efficient future
I really should have saved this 2-days ago.
New EV Battery Can Store 4x More Energy Than Lithium Batteries
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171467612
Sunresin's Lithium Extraction Technology from Salt Brines
https://www.barchart.com/story/news/15096593/new-ev-battery-can-store-4x-more-energy-than-lithium-batteries
Means more and needs more lithium, my best giggling impression inserted here.
Sibanye-Stillwater
157,497 followers
2d • 2 days ago
7 March 2023 marks the start of the construction of Sibanye-Stillwater’s Keliber lithium refinery – which will be Finland’s first lithium refinery which supplies into future demand for batteries of #electricvehicles. The photo depicts the Head/CEO of #Keliber, Hannu Hautala at the Kokkola Industrial Park, showing where the refinery will be built. He was guided by Roope Andersson, representing the contractor company, Tallqvist Infra
https://www.linkedin.com/feed/update/urn:li:activity:7039220221919780864/
Volkswagen Puts European Battery Factory Plans On Hold
Volkswagen could get up to $10 billion in IRA benefits if it decides to build a new battery factory in the US instead of Europe
https://rhomotion.com/volkswagen-considering-us-location-for-battery-plant-over-europe
Sandy Munro, my favorite engineer, I listened to this the other day.
This article makes me smile, Sandy just said Ford was getting away from the pouch and going with the 4680 cans.
I cannot remember were it is, but I think you will enjoy the whole video..
I do not think he knows about the Solid State.
Tough critic.
I like it, go Strobbe!
tony strobbe
• Following
Industrial Projects Director
26m • 26 minutes ago
Gigafactories in Europe. An overview of the probability they will effectively be build.
Plans are plans, they can change due to, amongst others,
* Change of the market. Too long lead times to build a gigafactory increases the risk that f.i. demands change significantly.
* Change in investment environment. Global competition in subsidies certainly plays a role in this.
* Some plans... well... just lack credibility... I would assume Britishvolt would have been a full red bar.
One thing is certain: There is a big difference between a shiny website, glossy rendering and mass production.
https://lnkd.in/g_Sxv67Y
https://www.linkedin.com/feed/update/urn:li:activity:7038525176484937728/
Paul Jan Jacobs
Founder EVBoosters.com | EVMarketsReports.com | Expert EV Charging Recruitment across EU | EV Market Analyst
2d • Edited • 2 days ago
Hi EV addicts, China is currently the world's leading producer of battery cathodes, producing 68% of the world's total supply across all chemistries. The next-largest producers, Japan and South Korea, each account for 15% of the market.
>> XTC, Ronbay Technologies, Easpring, Tianjin B&M, LG Energy Solutions, and Sumitomo Metal Mining are a few of the largest Asian corporations. Although none of the non-Asian businesses now hold a sizable portion of the cathode material production, the future is bright.
>> In order to reach a capacity of 20 GWh by the end of 2023 and 40 GWh in 2024, Umicore (Belgium) has constructed a gigafactory for cathode active materials in Poland. The 24 GWh factory will be installed in 2023 as part of an IPCEI initiative by the German business BASF, which now produces cathode materials mostly in China and Japan.
https://www.linkedin.com/feed/update/urn:li:activity:7035898334510764032/
Jun 24, 2021, 21:20 ET
The exploratory work will be carried out in conjunction with the UNIVERSITY OF SANTIAGO DE CHILE (USACH), SORCIA's strategic partner for research, development, and implementation of new sustainable mineral exploitation technologies.
This acquisition is a continuation of Sorcia's parent Ensorcia Metals Corporation's goal of a total supply chain roll out including carbonate plants and hydroxide plants under development and planned for Europe.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167011409
Jigar Shah
Director, Loan Programs Office at U.S. Department of Energy (DOE)
2d • Edited • 2 days ago
Excited to be able to announce this Conditional Commitment in person in Rochester, NY. I was joined by Senator Charles Schumer, Congressman Joe Morelle, Ajay Kochhar and NYSERDA’s Doreen Harris.
Li-Cycle is a real breakthrough in battery recycling. Traditional approaches recycled the nickel and cobalt but wasted the Lithium. This $375m conditional commitment is to finish a hub in Rochester to produce 8,500 tons of Lithium Carbonate once it is fully scaled up. For context, the entire US production today is 5,000 tons. Recycling is a fast way to get critical minerals to market. We also need to scale up mining and processing in the USA.
Today less than 10% of consumer lithium-ion batteries are recycled. We are now ready to process this feedstock. Time to get public and non-profit organizations working together to recycle our batteries!
The President has promised 50% of all car sales in 2030 will be zero-emissions. This is our 5th deal from our ATVM program for critical minerals.
https://www.linkedin.com/feed/update/urn:li:activity:7036073901520498688/
Time well tell if he supplies lithium to them.
They are connected through the people, but what does or is Layton doing within that connection?
On the economic front, the cost of batteries in cell phone is about $1000 per kWh, but it is a small faction of the total cell phone cost. For EV, the cost needs to be around $100 per kWh because the battery is a huge fraction of the car cost.
Matt Addington
President - International Affairs at Global Oil Management Group and Board Member of Triangle Lithium, LLC
Member Board Of Directors
Triangle Lithium
Apr 2021 - Present · 2 yrs
Catamarca, Argentina; Delray Beach, Florida;
https://trianglelithium.com/our-team/
Member Of The Board Of Advisors
Scale Facilitation
Nov 2021 - Present · 1 yr 5 mos
https://www.scalefacilitation.com/advisors
Australia and the United States
https://www.linkedin.com/in/matt-addington-6518a3a7/
David A. Collard
Founder
Founding Partner
Scale Facilitation · Full-time
Jun 2021 - Present · 1 yr 10 mos
Founder
Recharge Industries™ · Full-time
Nov 2021 - Present · 1 yr 5 mos
New York, United States, Geelong, Australia
Skills: Strategic Thinking · International Business · Innovation Development · Business Development · Capital Markets
https://www.linkedin.com/in/david-a-collard/
How is Daniel Layton connected to this transaction?
He commented on a post I saw at one time about British volt.
Tesla plant gets green light in northern Mexico
https://www.reuters.com/business/autos-transportation/mexican-president-says-tesla-will-build-major-plant-northern-city-2023-02-28/
Recharge Industries™ Completes Deal for Britishvolt
Now we know now they are very serious.
https://www.scalefacilitation.com/post/recharge-industries-completes-deal-for-britishvolt
David A. Collard
Founder
2d • Edited • 2 days ago
Excited to finally get underway - Thank you to all the amazing British people I’ve met over the past 5 weeks - Our Aussie and US team has just gotten bigger with 27 new British teammates - I look forward to growing that number in short order.
????????????AUKUS????????????
Thank you to my wonderful team at Scale Facilitation® and Recharge Industries™ and now Britishvolt too, also to my advisors on the deal Sidley Austin LLP , KordaMentha and PwC
https://www.linkedin.com/feed/update/urn:li:activity:7035752786113777664/
The Electric: A Fear of Fire and a Hunt for Profit Trigger an Effort to Make Defect-Free Batteries
https://subscriptions.theinformation.com/newsletters/the-electric/archive/the-electric-a-fear-of-fire-and-a-hunt-for-profit-trigger-an-effort-to-make-defect-free-batteries?utm_medium=organic_social&utm_content=push_copy&utm_campaign=article_post&utm_source=linkedin
Hina Battery pioneers sodium-ion battery testing in EVs
Feb 2023
Chinese battery manufacturer Hina Battery has begun testing sodium-ion batteries in EVs for the first time. The test vehicle, named the Sehol E10X model, has a battery pack energy capacity of 25kWh, and an energy density of 120Wh/kg producing roughly 252km in range. The vehicle also supports fast charging including 3C and 4C.
EV Battery Show: LFP & NCM Explained
Dutch Invention Could Double The Lifespan of Lithium-ion Batteries
February 21, 2023
Researchers at the Delft University of Technology (TU Delft) believe they’ve found a way to double the lifespan of lithium-ion batteries – the most commonly used battery in mobile phones and electric cars. The Delft researchers found a more efficient formula for the electrolyte – the protective layer between the anode and cathode, the Volkskrant reports.
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