Giga Factories and Battery Companies

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NowWhat2 had his life savings in GMGMF. You came to his board and laid a big turd on it awhile back 🏴

It doubled in price the last month nice..
https://investorshub.advfn.com/Graphene-Manufacturing-Group-Ltd-39521

[NanoEE]

She is right in so many ways. I like her view on, not just 1 battery in the portfolio, but many battery chemistry makeups in the portfolio. To meet demands at particular needs, in cost and functionality.

I agree with her in regards of the US DOE putting up a competition on a Battery Innovation Prize. It would be awesome to see what would come out of the wood work with the chemistry’s that have been approached in making, “energy storage systems.”

I am going to throw some more money at GMGMF, I think she is on to something there with manufacturing cost. GMGMF has so far got a great lead in the market on the concept.

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LITHIUM UNIVERSE SECURES PRIME INDUSTRIAL LAND FOR REFINERY

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Hmmm, international patents, maybe.

Patents by Inventor Ying Shirley Meng
https://patents.justia.com/inventor/ying-shirley-meng

Shirley's, linkedin account you should connect with her.
https://www.linkedin.com/in/shirley-meng-b1663018/

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Magnus Bekker
Independent Consultant || Manganese in Batteries Specialist || Mid/Upstream Battery Cathode Materials Analyst || Devil's Advocate ||

#MANGANESE certainly has a bright future,
with the #LMFP tsunami developing extremely fast.

Demand for battery grade manganese products and
high purity #iron
compounds will increase exponentially.

https://www.linkedin.com/feed/update/urn:li:activity:7163378058316513280/

[TradingCharts]

It came in my feed on LinkedIn.

A few years back about 5 or 6 young ladies from China in the battery and metals asked me to connect with them.

I get a ton of info ever day on LinkedIn.
More videos in bottom link./

https://www.youtube.com/results?search_query=shirley+meng+battery

[NanoEE]

Whoa!

What got you onto this article?

Quite the educated and talented young lady you have there. Have you looked for patents under her name or energy storage system?

Hmmm, international patents, maybe.

Be interesting to know what she has all been involved with, that’s for sure.

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Winner of the 2023 ENSM Award Announced
16 January 2024

We are delighted to announce the winner of the 2023 Energy Storage Materials Award: Dr. Y. Shirley Meng, Ph.D, University of Chicago, United States of America.

https://www.sciencedirect.com/journal/energy-storage-materials/about/awards#winner-of-the-2023-ensm-award-announced

[NanoEE]

Told ya.

Cover the ones they know are dead wells or no brine bearing wells.

That way they look like the good guys while sneaking a DLE onto the wells that are good.

[NanoEE]

Opinion, waste of time and resources. Taking those funds and pushing them into SSB development is the answer.

But some of those companies are so heavily invested at this point, they keep going, to recoup some of their cost.

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Important! 2023 Top 10 Global ESS Cell Makers Ranking Released
Feb 6, 2024

According to SMM statistics, although the overall growth rate of the energy storage market in 2023 is not good as expected, the overall market growth rate is still relatively fast. In 2023, global ESS LFP cell production reached 190GWh, a YoY increase of 48% compared to 2022; global ESS LFP cell shipment volume reached 195GWh, a YoY increase of 49% compared to 2022.

Overall, many new players entered the energy storage market in 2023, but the market competition pattern of the leading players has not changed significantly. From the perspective of market share, CR5's market share is as high as 75%, and market concentration is still increasing.

https://news.metal.com/newscontent/102616077/important-2023-top-10-global-ess-cell-makers-ranking-released

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Nearly half of Colorado’s 52,000 wells produce little or no oil. Who’ll pay to plug them?
Aug 22, 2021
https://coloradosun.com/2021/08/22/colorado-orphan-wells-cost-to-plug/

Looks like they are cleaning them up. Maybe check lithium content in waste water???

Chevron targets Colorado’s abandoned wells for cleanup
November 14, 2022
https://www.okenergytoday.com/2022/11/chevron-targets-colorados-abandoned-wells-for-cleanup/

it ends where it begins for wells
1 min read | april 20, 2023
the life cycle of a well

Chevron plans for the full life cycle of our wells, retiring them with the same emphasis on safety and the environment as when they were operational.

It’s up to Eliason and her team—as well as several other teams within Chevron—to properly restore the land surrounding decommissioned wells. By the time they’re through removing equipment and restoring the landscape, the land is prepared for its next chapter.

https://www.chevron.com/newsroom/2023/q2/it-ends-where-it-begins-for-wells

Unlocking a lower carbon future in Colorado

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[NanoEE]

And John is sitting around upper 90’s percentage wise, in returned brine, no inorganic material.

He can master that with oil producers, he has cornered a market opportunity then.

[TradingCharts]

Injection of waste water is a big issue, in a bad way..

DEC. 19, 2022
To ease looming West Texas water shortage, oil companies have begun recycling fracking wastewater
Oil and gas companies are increasingly reusing “produced water” as West Texas aquifers are being depleted and the practice of injecting wastewater into disposal wells triggers more earthquake
https://www.texastribune.org/2022/12/19/texas-permian-basin-fracking-oil-wastewater-recycling/

In West Texas, Water Is Scarce For Fracking, Expensive For Recycling, Cheap For Disposal Wells, And It Causes M5 Earthquakes.
Jan 26, 2023,
https://www.forbes.com/sites/ianpalmer/2023/01/26/in-west-texas-water-is-scarce-for-fracking-expensive-for-recycling-cheap-for-disposal-wells-and-it-causes-m5-earthquakes/?sh=3b8f530b2c85

I had an article where it showed most of those brine properties where the mineral right are owned by many different people.

They spend years calling mineral right owners where half the people hang up on them. These oil brines are a big pain in the ass.

Arkansas brine leases
https://www.bogleheads.org/forum/viewtopic.php?t=414839

One Man One Man’s Trash Is His Community ash Is His Community’s Treasure: Ownership and e: Ownership and
Uses of Produced Brine
https://digitalcommons.law.ou.edu/cgi/viewcontent.cgi?article=1148&context=onej

Compass minerals now has to go through a new permit process.

Compass Minerals to halt Great Salt Lake lithium project, at least for now
The company’s plans have come under intense scrutiny from Utah regulators and officials,
https://www.sltrib.com/news/environment/2023/11/09/compass-minerals-halt-great-salt/

[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.

[TradingCharts]

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/

[TradingCharts]

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/

[TradingCharts]

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/

[TradingCharts]

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.
😎

[TradingCharts]

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

[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/

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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.

[TradingCharts]

Toyota, is testing QS.

Thank Toyota for those change of plans

Would that be the one?