Giga Factories and Battery Companies

[NanoEE]

Chevron has lots of wells in CO. Lots!

[NanoEE]

Doing well, thanks for asking.

Hope you are well, and you are welcome.

How has the DD been treating you?

Tough call between the two SSD's.

Although I Still side with QS.

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Amprius introduces new commercially available silicon anode battery platform targeting electric mobility: SiCore
17 January 2024
https://www.greencarcongress.com/2024/01/20240117-amprius.html

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Steve LeVine posted today a very interesting article on LFP mass-adoption. To add to his excellent article, please find here one of the reasons for the recent increase in LFP from China in the USA and European cell and EV factories.

The key LFP patents were held by four companies that made the decision a decade ago to let Chinese producers use the IP for free as long as they did not export. This started the large production ramp-up inside China for domestic uses. However, the key patents expired in 2021, opening the floodgates to exporting inexpensive LFP.

#evbatteries

https://www.linkedin.com/feed/

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David Thomas

Partner, Consultant, Director and Strategist. GAICD

BHP can and will play the long game on their strategic foresight driven investment into hashtag#transition metals.

Since getting back into work after the holidays- it’s clear though from conversations across our clients that everyone is now focused on trying to understand what’s happening with the accelerated Chinese investment into the Indonesian hashtag#nickel sector- from hashtag#mining through to hashtag#smelting. What will be the hashtag#carbon, hashtag#ghg, hashtag#sustainability and hashtag#esg profile of that hashtag#commodity and hashtag#metal flow? Will price always be the key buyer criteria?

Quote from the article by James Thompson:

“But we shouldn’t miss what BHP is saying here in calling out a structural change in the market. To be clear, the view inside the company has not changed in terms of nickel’s long-term demand story. But there is a clear sense that the industry, and BHP, have been surprised by the pace at which Indonesia’s supply has increased, and the rate at which technological changes have allowed this lower-quality Indonesian nickel to infiltrate the part of the supply chain that BHP targets with its nickel sulphide.”

https://www.linkedin.com/feed/update/urn:li:activity:7153924553314914304/

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Artificial intelligence helped scientists create a new type of battery
The process identified 23 promising materials from 32 million candidates in just 80 hours
https://www.sciencenews.org/article/artificial-intelligence-new-battery

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Focus: Volkswagen and rivals plug away at solid-state battery puzzle
By Eric Onstad and Paul Lienert
January 16, 2024
https://www.reuters.com/technology/volkswagen-rivals-plug-away-solid-state-battery-puzzle-2024-01-16/

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CRU’s Specialty Phosphate Service

CRU’s Specialty Phosphate Service provides a full view of the high-grade emerging phosphate market. With data rich industry analysis, insight into the growth of the emerging Lithium Iron Phosphate sector, the role of phosphate within LFP, LFMP and the growth and demand for specialty phosphates, with over 37 years of focus on phosphates, CRU’s service gives unrivalled insight into the full phosphate supply chain.

https://crugroup.com/specialty-phosphate-service/?utm_source=LinkedIn&utm_medium=Social+Media&utm_campaign=Global+Specialty+Phosphate+Service+LP+LinkedIn+Redirect&pi_content=78fbb3464c26fe85a593efa65ac8fd209c1bd569af72d2e602d707e5cf75622c

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Inside The World's Biggest (And Most Secret) Battery Factory!

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VW test QuantumScape’s Solid-State Battery: Retains 95% after 300,000 Miles

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What is a battery C rating?

https://www.power-sonic.com/blog/what-is-a-battery-c-rating/

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Startup Form Energy’s ‘100-hour’ iron-air battery tech attracts another US utility’s attention
ByAndy Colthorpe
January 8, 2024
https://www.energy-storage.news/startup-form-energys-100-hour-iron-air-battery-tech-attracts-another-us-utilitys-attention/

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Enovix and Group14 Announce Collaboration to Develop Best-in-Class Silicon Batteries
Jan 08, 2024
https://ir.enovix.com/news-releases/news-release-details/enovix-and-group14-announce-collaboration-develop-best-class

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NanoEE, I hope you are doing well. just wanted to thank you for pushing me towards the batteries. I have been trading QS and amprius the last 13 to 14 months.
😎

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New LMFP cathode capacity of 100ktpa was announced in China
https://www.insightwoo.com/copy-of-sales-of-sigma-lithium

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American-made graphene-based battery cells will go into full production in early 2024 at Nanotech Energy new 150MW manufacturing facility Chico 2
https://batteriesnews.com/american-made-graphene-based-battery-cells-will-go-into-full-production-in-early-2024-at-nanotech-energy-new-150mw-manufacturing-facility-chico-2/

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825 views Dec 14, 2023 #abc7news #battery #fremont
Amprius's Fremont facility, where batteries for aviation technology like drones, air taxis, and solar cars are made, is seeing a major expansion due to high demand. Fremont Mayor Lily Mei says the expansion spotlights Fremont's efforts to become a hub for advances in innovation

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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

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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/

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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!