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Vidalia Active Anode Material Facility
Louisiana, United States
https://www.syrahresources.com.au/our-business/vidalia-active-anode-material-facility
Battery makers hunt for graphite ahead of China controls
Bloomberg News | October 26, 2023
https://www.mining.com/web/battery-makers-hunt-for-graphite-ahead-of-china-controls/
Graphite One awarded $37.5m under US Defense Production Act; stock jumps
https://www.mining.com/graphite-one-awarded-37-5m-under-us-defense-production-act-stock-jumps/
Australia’s Renascor signs graphite supply deal with Mitsubishi Chemical
Reuters | July 18, 2023
https://www.mining.com/web/australias-renascor-signs-graphite-supply-deal-with-mitsubishi-chemical/
As far as I can tell CEO has been buying shares too. I just need to find the fund to get some
SHARE STRUCTURE
TOTALS AT September 14, 2022
Listed Exchange(s):
TSX-V : GRAT
OTCQX : CBULF
Frankfurt : CB82
Issued & Outstanding: 179,034,079
Broker Warrants: 0
Warrants: 987,882 at $1.45
5,684,440 at $0.54 (until September 14, 2023 and then at $0.80 until September 14, 2024)
Options: 15,440,000
Reserved: 0
Fully Diluted: 206,830,841
https://www.gratomic.ca/investors/
Gratomic Signs Commercial Partnership and Sales Agreement for Up to 7,260 Tonnes per Annum
Thank you for the heads up.
Gratomic is about to produce
Graphite - poised to 'do a lithium'
https://www.linkedin.com/feed/update/urn:li:activity:7077453376065605632/?origin=SHARED_BY_YOUR_NETWORK
Benchmark Mineral Intelligence
18,233 followers
1d •
Synthetic #graphite prices have fallen by 20% this year, as producers in China increasingly manage to lower costs by using cheaper feedstock.
Sluggish downstream demand from the #electricvehicle market is also pushing down on #syntheticgraphite prices as #anode producers opt to use their inventories.
Synthetic graphite dominant anodes generally have a higher cycle life and consistency than #naturalgraphite and are considered safer. However, the cost of synthetic graphite anode material is typically higher.
But with the price of synthetic anode material falling, concerns over price may be fading.
https://source.benchmarkminerals.com/article/synthetic-graphite-anode-prices-fall-20-this-year-putting-pressure-on-natural-graphite
Dr. Katharina Gerber
Battery Technologies I Digitalization I Smart Gigafactory I Sustainability
1d •
#Tesla’s CEO is controversial at times, but I agree with his following points:
1. #lithium #refining and domestic production of lithium hydroxide is “significant choke point” in the processing. Investments in lithium mines alone will not be enough.
2. #manufacturing and heavy #industry represent “tremendous opportunity”. More talent is needed in the development and manufacturing of #heavyequipment and #heavymachinery. Most of equipment for #gigafactories is made in Asia.
3. synthetic #graphite doesn’t get as much attention as #silicon based anode chemistries, yet “there’s a big market for it.” Musk recommended entrepreneurs to look into supplying it.
https://www.linkedin.com/feed/update/urn:li:activity:7069416123972100097/?origin=SHARED_BY_YOUR_NETWORK
Nouveau Monde Graphite | NYSE: NMGNouveau Monde Graphite | NYSE: NMG
11,015 followers11,015 followers
28m • 28m •
[#Québec in the spotlight]
From a rural town to a bustling #battery hub, Bécancour is undergoing an economical makeover to power the world's #energy transition with locally-produced battery materials.
Thanks to robust industrial infrastructure and a strategic location with a multimodal logistical base servicing the US, Europe and Canada, Bécancour provides an attractive environment to develop key components of the battery value chain. General Motors, POSCO, BASF, Nemaska Lithium, Vale and Electra have already announced plans to join NMG in this fast-developing hub.
“We remain all-in on Québec,” NMG’s Board Chair, Arne Højriis Frandsen, told The Globe and Mail. “You have the combination of world class natural resources and the political willingness to think big.”
At NMG, we are working towards developing a fully integrated source of carbon-neutral battery anode material in part through our future Bécancour Battery Materials Plant.
#EV #Mining #CriticalMinerals #Canada
https://www.linkedin.com/feed/update/urn:li:activity:7062069731574337536/?origin=SHARED_BY_YOUR_PAGES
Northern Graphite Corp
4,413 followers
19h •
NEWS: Northern Graphite Announces Year End 2022 Results
Read the Press Release here: http://ow.ly/Mjxu50O9SJK
https://www.linkedin.com/feed/update/urn:li:activity:7059285529015525377/
Vincent Pluvinage, PhD
CEO OneD Battery Sciences, Inc. (Palo Alto, Silicon Valley)
1d • Edited •
This illustrates today’s weight of key materials in an EV battery. Today’s EV batteries materials are too expensive, too heavy and charge too slowly to enable AFFORDABLE EVs.
The SINANODE manufacturing process (OneD Battery Sciences) is the world’s only technology that reduces the manufacturing cost of EV anodes by 50% + reduces the graphite weight by half while increasing EV range + increases the charging speed three times.
It is protected by more than 240 patents already granted in the USA, Europe, Korea, Japan and China.
The SINANODE process uses inexpensive manufacturing equipment already deployed in solar cell factories. Thanks to the patented use of inexpensive catalyst, it reduces energy usage and carbon footprint. Thanks to novel coatings, it increases battery cycle life. Thanks to the licensing business model, it scales to support millions of EV annual production faster and at a lower cost and lower risk.
more info at www.OneDSINANODE.com
https://www.linkedin.com/feed/update/urn:li:activity:7054292608688271360/
Vincent Pluvinage, PhD
• Following
CEO OneD Battery Sciences, Inc. (Palo Alto, Silicon Valley)
18h •
Continuation from my prior post.
This shows the amount of graphite used in EV batteries (for 60 kWh) and other materials, depending on three types of cathodes (NMC811 or NCA or LFP).
In all of three types of batteries, the graphite is contributing the most weight.
This is why SINANODE is key for affordable EVs, because the manufacturing process decreases significantly the amount of graphite used AND at the same time reduce the costs and increase the charging speed, while leveraging the OEMs supply chains in each regions.
https://www.linkedin.com/feed/update/urn:li:activity:7054524282567094273/
Nouveau Monde Graphite | NYSE: NMG
10,631 followers
9h • 9h •
[Finding One’s Place: Hantsa’s Journey]
Originally from Madagascar, Hantsa has always had a passion for mining and a love of nature. Now a resident of the magnificent Matawinie region, she has found a rewarding professional path that combines her interests.
“NMG’s commitment to sustainable development is very important to me. Nature is so precious; we have a responsibility to ensure that the energy transition is done responsibly. What I like most about my job is that innovation drives everything we do. I work with new equipment and perform testing to improve procedures. We are constantly advancing and evolving toward that goal. That’s extremely motivating!”
Hantsa started with NMG as an apprentice after having obtained a professional diploma in mineral processing; she is now a laboratory technician at NMG’s Phase-1 plant assisting in the implementation of the lab’s quality assurance program.
We are pleased to see the next generation of talents develop within our ranks.
Thank you Hantsa for participating in our efforts to power a greener future
https://www.linkedin.com/feed/update/urn:li:activity:7051886835593043968/
BLACK SWAN GRAPHENE AND NATIONWIDE ENGINEERING ANNOUNCE STRATEGIC PARTNERSHIP, PART OF AN INTEGRATED SUPPLY CHAIN, TO ACCELERATE THE ADOPTION OF GRAPHENE-ENHANCED CONCRETE GLOBALLY
March 27, 2023
(I think we are halted)
https://masongraphite.com/black-swan-graphene-and-nationwide-engineering-announce-strategic-partnership-part-of-an-integrated-supply-chain-to-accelerate-the-adoption-of-graphene-enhanced-concrete-globally/
https://source.benchmarkminerals.com/article/synthetic-graphite-prices-close-gap-with-natural-as-tolling-fees-fall
Prices for high energy synthetic graphite anodes have fallen by 8% this year, making them more competitive against natural graphite products, and helping to further lower battery cell costs for automakers. Continued investment into production capacity, falling feedstock costs, and a 59% fall in graphitisation tolling fees since last summer has all hit prices for […]
https://www.dw.com/en/chinese-graphite-dominance-threatens-electric-car-ambitions/a-60888876
Battery makers currently use a mixture of both natural and synthetic graphite in different ratios in their anodes. They, however, favor synthetic graphite because it's more consistent, has extremely low levels of impurities, its specifications can be easily controlled since it is manufactured and offers better performance.
But producing synthetic graphite is costlier and a more energy-intensive process, requiring temperatures as high as 3,000 degrees Celsius (5,432 degrees Fahrenheit). Manufacturing synthetic graphite in China is even worse given that most of the electricity there is generated from highly polluting coal.
Man-made graphite, as a result, is more vulnerable to soaring energy costs and power rationing. Experts say synthetic graphite production in China could also suffer from the country's pledge to go carbon-neutral by 2060, potentially making natural graphite, which requires less energy, more attractive to some battery producers.
Latest graphite news here.
Lomiko Metals Announces Definitive Agreement for Acquisition of Carmin Natural Flake Graphite Property in Southern Quebec
MONTREAL / Mar 03, 2023 / Business Wire / Lomiko Metals Inc. (TSX.V: LMR) (“Lomiko Metals” or the “Company”) is pleased to announce that it has entered into an agreement (the “Acquisition Agreement”) with SOQUEM and a private owner to acquire 100% of 17 mineral claims forming the Carmin... Read More
https://www.juniorminingnetwork.com/mining-topics/topic/graphite.html
FEBRUARY 28, 2023
NextSource Materials Announces Global Anode Expansion Strategy and Economic Results of First Battery Anode Facility
https://www.juniorminingnetwork.com/mining-topics/topic/graphite.html
CAPITAL STRUCTURE
As of September 30, 2022
55,857,898
Common Shares
3,736,304
Options
59,594,202
Fully diluted
https://nmg.com/investors/#investor-kit
I think I will buy a small starter soon.
NMG Files Preliminary Economic Assessment for the Uatnan Mining Project Amidst Positive Market Conditions and Strengthens its Management Team
February 27 2023 - 07:00AM
+ Preliminary economic assessment of the Uatnan Mining Project demonstrates attractive economics with an indicative NPV of C$ 2,173 million for a targeted production of approximately 500,000 tonnes of graphite concentrate per annum over a 24-year life of mine, making it one of the world’s largest graphite projects in development.
+ As lithium-ion battery production points to 8 TWh of capacity by 2030, the Uatnan Mining Project provides NMG with a robust and sizeable expansion plan for its Phase 3 in line with the Company’s commercial discussions with EV and battery manufacturers.
+ NMG’s leadership team to engage with the marketplace and investment community via upcoming participation at BMO Global Metals, Mining & Critical Minerals Conference, PDAC 2023 Convention and the Annual ROTH Conference.
+ Jean Cayouette appointed as Vice President, Metallurgy & Process, complementing NMG’s technical team with over 30 years of experience in the mining industry looking after the design, start-up, and optimization of various mineral processing plants.
Following the publishing of results on January 10, 2023, Nouveau Monde Graphite Inc. (“NMG“ or the “Company”) (NYSE: NMG, TSX.V: NOU) has filed the preliminary economic assessment (“PEA”) for the Uatnan mining project (the “Uatnan Mining Project”) located in Québec, Canada, with the securities commissions and regulatory authorities in Canada and the U.S. The PEA, conducted by engineering firms BBA Inc. (“BBA”) and GoldMinds Geoservices Inc. (“GMG”) according to National Instrument 43-101 Standards of Disclosure for Mineral Projects (“NI 43-101”), was carried out in collaboration with Mason Graphite Inc. (“Mason Graphite”) (TSX.V: LLG, OTCQX: MGPHF) as the Uatnan Mining Project leverages the Lac Guéret deposit wholly-owned by Mason Graphite and subject to an investment agreement and option and joint venture agreement with NMG.
The PEA shows strong economics for NMG’s updated operational parameters and production volumes targeting the production of approximately 500,000 tonnes of graphite concentrate per annum over a 24-year life of mine (“LOM”). The proposed Uatnan Mining Project is currently one of the largest projected natural graphite productions being developed in the world. Consistent with NMG’s vertical integration strategy, the Uatnan Mining Project’s contemplated production would serve as feedstock for battery materials advanced manufacturing, providing refining expansion opportunity, increasing potential margins, and enhancing the Company’s growth profile.
In today’s dynamic market, the Uatnan Mining Project aligns with NMG’s commercial engagement amidst electric vehicle (“EV”) adoption reaching unprecedented levels with 10.3 million vehicles sold in 2022 (Rho Motion, February 2023). With 7,940 GWh of global lithium-ion battery production capacity projected by 2030, demand for advanced materials is set to increase up to fivefold, with graphite outpacing the other battery metals (Benchmark, January 2023) at 10,363,000 tonnes per annum for that market segment alone.
Arne H Frandsen, Chair of NMG, declared: “The market is actively searching for alternative sources of graphite, in significant volumes, to reduce its dependence on Chinese-controlled supply chains. NMG’s integrated operating model, from ore to battery materials, caters to western world’s EV and battery manufacturers with a turnkey, scalable, and ESG-driven production. The Uatnan Mining Project fits perfectly into the Company’s development plan, providing a large resource to complement our Phase-2 Matawinie Mine and Bécancour Battery Material Plant. Now more than ever, NMG is demonstrating its leadership in striving to establish North America’s largest natural graphite production to serve the energy transition.”
PEA Results: The Potential of the Uatnan Mining Project
NMG and its consultants revisited the fundamentals for the property development with a view to aligning the Uatnan Mining Project with today’s market opportunity. Design of the Uatnan Mining Project has been tailored to the needs of the battery and EV market, orienting production volumes for beneficiation in order to produce active anode material.
The Uatnan Mining Project optimizes the Mineral Resources (see Table 2) and aims to expand the original mining project tenfold by targeting the production of approximately 500,000 tonnes of graphite concentrate per annum. It would be operated as a conventional open pit with a concentrator near the deposit. In line with NMG’s responsible mining approach, plans include considerations for high standards in term of tailings management, progressive site closure with backfilling of the pit and a transition to fleet electrification. Québec’s affordable clean hydropower underpins the Uatnan Mining Project’s economic structure and supports NMG’s undeterred carbon-neutrality commitment.
Table 1: Operational Parameters of the Uatnan Mining Project
OPERATIONAL PARAMETERS
LOM
24 years
Nominal annual processing rate
3.4 M tonnes
Stripping ratio (LOM)
1.3:1
Average grade (LOM)
17.5% Cg
Average graphite recovery
85%
Average annual graphite concentrate production (LOM)
500,000 tonnes
Finished product purity
94% Cg
Cautionary Note: Graphite is expressed in graphitic carbon (“Cg”). The PEA is preliminary in nature and includes Inferred Mineral Resources, considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as Mineral Reserves, and there is no certainty that the PEA will be realized. Mineral resources that are not mineral reserves have not demonstrated economic viability. Additional trenching and/or drilling will be required to convert inferred mineral resources to indicated or measured mineral resources. There is no certainty that the resources development, production, and economic forecasts on which this PEA is based will be realized.
Table 2: Current Pit-Constrained Mineral Resource Estimate
IN-PIT CONSTRAINED MINERAL RESOURCES
Tonnes (Mt)
Grade (% Cg)
Cg (Mt)
Measured 5.75% < Cg < 25%
15.65
15.2
2.38
Measured Cg > 25%
3.35
30.6
1.02
Total Measured
19.02
17.9
3.40
Indicated 5.75% < Cg < 25%
40.29
14.6
5.89
Indicated Cg > 25%
6.33
31.6
2.00
Total Indicated
46.62
16.9
7.89
Indicated + Measured 5.75% < Cg < 25%
55.94
14.8
8.27
Indicated + Measured Cg > 25%
9.70
31.2
3.03
Total Measured + Indicated
65.64
17.2
11.30
Inferred 5.75% < Cg < 25%
15.35
14.9
2.28
Inferred Cg > 25%
2.47
31.8
0.79
Total Inferred
17.82
17.2
3.07
Notes :
The Mineral Resources provided in this table were estimated by M. Rachidi P.Geo., and C. Duplessis, Eng., (QPs) of GoldMinds Geoservices Inc., using current Canadian Institute of Mining, Metallurgy and Petroleum (CIM) Standards on Mineral Resources and Reserves, Definitions and Guidelines.
Mineral Resources which are not Mineral Reserves do not have demonstrated economic viability. The estimate of Mineral Resources may be materially affected by environmental, permitting, legal, title, market or other relevant issues. The quantity and grade of reported Inferred Mineral Resources are uncertain in nature and there has not been sufficient work to define these Inferred Mineral Resources as indicated or Measured Mineral Resources. There is no certainty that any part of a Mineral Resource will ever be converted into Mineral Reserves.
The Mineral Resources presented here were estimated with a block size of 3mE x 3mN x 3mZ. The blocks were interpolated from equal-length composites (3 m) calculated from the mineralized intervals.
The Mineral Resource estimate was completed using the inverse distance to the square methodology utilizing three runs. For run 1, the number of composites was limited to ten with a maximum of two composites from the same drillhole. For runs two and three the number of composites was limited to ten with a maximum of one composite from the same drillhole.
The Measured Mineral Resources classified using a minimum of four drillholes. Indicated resources classified using a minimum of two drillholes. The Inferred Mineral Resources were classified by a minimum of one drillholes.
Tonnage estimates are based on a fixed density of 2.9 t/m3.
A pit shell to constrain the Mineral Resources was developed using the parameters presented in the PEA. The effective date of the current Mineral Resources is January 10, 2023.
Mineral Resources are stated at a cut-off grade of 5.75% C(g).
Estimates currently being at the market's peak as influenced by inflationary trends, NMG and its consulting firms have refined design, engineering, and construction parameters to enable cost optimization and competitive pricing.
Table 3: Economic Highlights of the Uatnan Mining Project
ECONOMIC HIGHLIGHTS
Uatnan Mining Project
Pre-tax NPV (8% discount rate)
C$ 3,613 M
After-tax NPV (8 % discount rate)
C$ 2,173 M
Pre-tax IRR
32.6%
After-tax IRR
25.9%
Pre-tax payback
2.8 years
After-tax payback
3.2 years
Initial CAPEX
C$ 1,417 M
Sustaining CAPEX
C$ 147 M
LOM OPEX
C$ 3,236 M
Annual OPEX
C$ 135 M
OPEX per tonne of graphite concentrate
C$ 268/tonne
Concentrate selling price
US$ 1,100/tonne
Annual revenues from Uatnan production
US$ 550,000,000
All costs are in Canadian dollars with the exception of the graphite sale price which is provided in US dollars.
The PEA shows that the Uatnan Mining Project is technically feasible as well as economically viable. With natural flake graphite expected to enter a structural deficit in 2023 due to the continued growth of the lithium-ion battery sector (Benchmark Mineral Intelligence, December 2022), market perspectives and NMG’s active commercial discussions indicate favorable conditions for commercializing the Uatnan Mining Project production.
On the basis of these positive results, NMG intends to launch an updated feasibility study in compliance with the option and joint venture agreement signed with Mason Graphite.
NMG is committed to extending its approach of open and proactive engagement with Indigenous Peoples and local stakeholders to the Uatnan Mining Project. The Company plans to maintain a transparent dialogue with the Innu First Nation of Pessamit as it advances the project development to ensure the respect of their rights, their culture, way of life and spirituality, the inclusion of their perspective and traditional knowledge, as well as the protection of the environment. NMG also pledges to expand its relationships with stakeholders from all horizons to foster mechanisms for collaboration and shape a project generating shared value.
The PEA entitled “NI 43-101 Technical Report – PEA Report for the Uatnan Mining Project”, with an effective date of January 10, 2023, was filed on SEDAR at www.sedar.com, on EDGAR at www.sec.gov and on NMG’s website. PEA results as outlined in this press release were issued on January 10, 2023.
Scientific and technical information presented in this press release was reviewed and approved by André Allaire, P.Eng. (BBA), Jeffrey Cassoff, P.Eng. (BBA), Vera Gella, P.Eng. (BBA), Claude Duplessis, P.Eng. (GoldMinds Geoservices), and Merouane Rachidi, P.Geo. (GoldMinds Geoservices) Qualified Persons as defined under NI 43-101.
Jean Cayouette
NMG appointed earlier this month Mr. Jean Cayouette, Eng., Vice President, Metallurgy and Process in replacement of Alain Dorval, who recently retired. A graduate of Laval University in mining and metallurgical engineering, Mr. Cayouette has over 30 years of experience in the mining industry. The design, start-up and optimization of various mineral processing plants have contributed to his technical and management experience in the fields of metallurgy, operations, maintenance, and environment. He is an accomplished corporate leader in operational optimization, mine site reclamation as well as sustainable development initiatives.
Eric Desaulniers, Founder, President and CEO of NMG, added: “The Uatnan PEA results are extremely positive for our shareholders, our potential customers and stakeholders in the Manicouagan region. NMG is now shifting gears as it progresses rapidly on a multi-lane expressway, advancing all three phases of its business strategy simultaneously to capture a historical market opportunity. Bringing on expertise and depth such as Jean’s provides our technical teams with solid backup to migrate Phase 1 operations into Phase 2 commercial production, while informing the next stages of development for the Uatnan Mining Project. I’m delighted to see another talented leader joining Team Nouveau Monde in our quest to drive sustainability into the battery/EV space. Bienvenue Jean! Happy retirement Alain!”
NMG Engagement with the Marketplace and Investment Sector
Critical minerals, the energy transition and NMG’s robust business strategy are gaining attention both in the marketplace and within investment circles. The Company’s leadership team is participating in BMO Global Metals, Mining & Critical Minerals Conference until March 1, 2023, to position NMG’s attractive integrated production model and associated opportunities.
Executives will join some 30,000 attendees at PDAC 2023 Convention in Toronto, Canada, from March 5 to 8, 2023, a world-renowned mineral exploration and mining event. NMG leaders will be at booth IE2830 and engage in a number of special events. Eric Desaulniers, President & CEO, will also present at the Critical Metals: Battery Materials Processing session on Tuesday, March 7, 2023, at 3:40 p.m.
And from March 12-14, 2023, NMG representatives will participate in the 35th Annual ROTH Conference in California, an event dedicated to targeted growth companies.
About Nouveau Monde Graphite
Nouveau Monde Graphite is striving to become a key contributor to the sustainable energy revolution. The Company is working towards developing a fully integrated source of carbon-neutral battery anode material in Québec, Canada for the growing lithium-ion and fuel cell markets. With low-cost operations and enviable ESG standards, NMG aspires to become a strategic supplier to the world’s leading battery and automobile manufacturers, providing high-performing and reliable advanced materials while promoting sustainability and supply chain traceability. www.NMG.com
Nouveau Monde Graphite | NYSE: NMG
10,346 followers
1h • 1 hour ago
[#PDAC2023 Convention: 1 week to go!
Join us next week at Prospectors & Developers Association of Canada (PDAC) 2023 Convention, booth no. 2830, to talk about responsible #mining and the #energy transition. Our leadership team will be onsite to engage with investors, business partners and potential customers.
Plus, do not miss Eric Desaulniers' conference on March 7, 3:40pm, on the #sustainable production of advanced #graphite materials for energy applications. See you there!
Cannot wait to learn more? Check out our story ? https://lnkd.in/evmRHbse
https://www.linkedin.com/feed/update/urn:li:activity:7036755846894080000/?origin=SHARED_BY_YOUR_PAGES
Magnis Energy Technologies
5h • 5 hours ago
Magnis is pleased to announce a signed offtake agreement with
@Tesla for #graphite Active Anode Material
https://bit.ly/3KnqkSx
#magnis #c4v #im3_ny #lithiumion #batteries #madeinamerica #cleanenergy #gigafactory #fastcharge #electricvehicles #EV $MNS $MNSEF
https://www.linkedin.com/feed/update/urn:li:activity:7033556283437850625/
https://magnis.com.au/asx-announcements/
Vincent Pluvinage, PhD
CEO OneD Battery Sciences, Inc. (Palo Alto, Silicon Valley)
4h • 4 hours ago
The EV battery supply chain is strategically important to OEMs seeking to secure resilient supply and reduce costs and carbon footprint. This chart illustrates today's dependency on battery materials imported from China.
OneD Battery Sciences SINANODE technology helps in solving this problem: it enhance the graphite produced by North American and Korean EV-grade graphite producers (for example Nouveau Monde Graphite | NYSE: NMG, Syrah Resources Ltd, POSCO, etc) by fusing silicon nanowires directly onto the graphite surface.
This increases the energy storage capacity (hence the value) and reduces the cost of the EV anodes (because the SINANODE processing lowers the $/kWh of the anodes).
More importantly, the SINANODE processing triples the number of EV batteries that can be manufactured with a given quantity of graphite produced and offers patent protection to investors financing large-scale manufacturing of SINANODE enhanced-graphite.
#evbatteries #silicon #sinanode #supplychainmanagement
https://www.linkedin.com/feed/update/urn:li:activity:7028377406579101697/
Those are interesting articles. Had me thinking of a podcast I just watched with Sandy Munro.
There are many battery tech that are quiet, because of NDA's. NannoEE works with Carbon nanotubes, I am sure he has seen some batteries that are awesome. He never says much about it.NDA, I would have to believe. I hope NannoEE, reads those artcles and comments.
I have heard soildstate batteries will be here in 5-years over 5-years ago. These techs take time to dial in. Elon is still struggling with the 4680 battery production.
I am sure graphite will be around for sometime. I am trying to find a few Canadian, companies instead of the ASX, because the foriegn fees went up to $44 a trade. I want to buy on dips a littel at a time.
Sandy Munro, has told some amazing stories over the last few years about when he worked at NASA and Aeospace as a consultant. Sandy tears down EV's and does consulting.
Yesterday, I listend to this podcast. Sandy, said he wants to start tearing down the EV airplanes. He also told some stories 2/3rds in that you would not beleive if I told you in this podcast and others.
Sandy, has seen the future but cannot say everything that he wants to say, because of NDA's.
Here is that podcast.
It makes you wonder with all things going on, how they are unprepared for the Russan war on energy, would the real Uranium bull market is around the corner?
Have a lot of respect for Canada (Montreal), they are rich in these battery-making materials and very supportive of this. The more I read, the more I found out what they have,
Dec 12 2022
https://www.fastcompany.com/90801710/nasa-graphene-battery-electric-flight
https://www.graphene-info.com/nasas-project-sabers-testing-graphene-battery-could-be-game-changer-aviation
But the most shocking result was the battery’s energy density. SABERS delivers 500 watt-hours per kilogram, which doubles the 260 wh/kg of the best cars, and surpasses Carnegie Mellon’s objective of 480 wh/kg needed for regional flight. “It far exceeds the capabilities of lithium-ion batteries that are considered to be the state of the art,” says Viggiano.
Benchmark Mineral Intelligence
14,642 followers
19h • 19 hours ago
Europe is set for a significant shortfall of homegrown #anode and #cathode supply this decade, as investment in new plants fails to keep pace with the region’s electric vehicle growth.
The region is forecast to produce just 143 gigawatt-hours of cathodes and 42 GWh of anodes in 2031, compared to over one terawatt-hour of demand. This makes Europe’s deficit the worst of any major region tracked by Benchmark.
The shortfall could leave Europe reliant on Chinese supplies of key #battery materials by the end of the decade, frustrating the ambitions of the European Union to build up a regional battery supply chain.
https://www.linkedin.com/feed/update/urn:li:activity:7024951807625859073/
LIST OF TSX GRAPHITE STOCKS
https://www.juniorminingnetwork.com/mining-stocks/graphite-mining-stocks.html
Recent graphite price weakness masks phenomenal demand growth
October 12, 2022
For 2023, Fastmarkets forecasts natural graphite consumption in the battery sector to rise to a par with consumption in the refractories sector, and to far exceed refractories consumption of natural graphite in 2024.
By 2025, we expect natural graphite consumption in batteries to exceed consumption from all traditional uses combined.
https://investingnews.com/natural-synthetic-graphite-significant-deficit/
Dec 08 2022
Speaking at the Los Angeles-based conference, Miller added that although there is currently greater demand for synthetic anodes, demand for natural anodes is predicted to overtake synthetic this decade.
“There is a scarcity of graphite projects, there's a scarcity of economic projects and there's a scarcity of projects that actually are going to be vertically integrated,” he explained in a panel at the Benchmark Week event. “Manufacturers, especially for graphite, are looking for one criteria you have to have: you must be vertically integrated.”
In order to meet the unprecedented demand expected in the coming decades, Benchmark Mineral Intelligence estimates that up to 150 new operations across natural and synthetic graphite are needed by 2035.
It is good to be early in this and I hope we do.
NGPHF was $0.04 in 2019 and is 10x at this point.
Graphite mining companies A-Z
https://www.graphene-info.com/companies-list/graphite-mining-companies
Would be nice if we can have a sticky here. I am looking from my Iphone so I cant see if this kind of forum has that kind of capability.
We can list all the Graphite stocks if that is the case
Thanks for the invite
I thought I would start a graphite site to figure out which ones I want.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170889337
Sinanode: Low Cost Silicon Nanowire Coated Graphite for OEMs
Synthetic vs Natural Anode - Which is Better?
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