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Lithium

980 Posts
Pagina: «« 1 ... 44 45 46 47 48 49 »» | Laatste | Omlaag ↓
  1. forum rang 9 nine_inch_nerd 12 november 2023 20:48
    GS Research team is predicting Lithium surplus for the next 5 years..That's what happens when you leave it to junior analysts to do the job. Yes, there is plenty of new supply lined up to come online, but remember, delayed and over budget projects, coupled with supply chain disruptions are a feature of the mining industry, not the exception.
  2. forum rang 9 nine_inch_nerd 13 november 2023 08:59
    Exclusive: Exxon aims to begin lithium production by 2026 in Arkansas
    Ernest ScheyderNovember 11, 20239:10 PM GMT+1Updated a day ago
    Milken Institute Global Conference in Beverly Hills
    Nov 11 (Reuters) - Exxon Mobil (XOM.N) is set to unveil its long-awaited lithium strategy on Monday with an announcement that it aims to start production of the electric vehicle (EV) battery metal in Arkansas by 2026, according to a source with direct knowledge of the oil major's plans.

    Exxon's expansion into the sector comes as emerging technologies aim to boost global production of the ultralight metal by filtering it from salty brine deposits found across the globe and supplying it to battery makers eager for fresh sources.

    Exxon, which invented the lithium-ion battery in the 1970s but stepped away from the technology, plans to begin producing at least 10,000 metric tons per year of lithium in Arkansas by 2026 with partner Tetra Technologies (TTI.N) in what has been labeled "Project Evergreen," according to the source.

    That initial production would be roughly equivalent to the amount needed to produce 100,000 EV batteries.


    www.reuters.com/markets/commodities/e...
  3. forum rang 9 nine_inch_nerd 16 november 2023 15:50
    E81: Will Trump ICE Electric Vehicles?
    youtu.be/Qb_xUs05PeA?si=3QsVBDWurePbkcyk

    INDEX:
    0:06 - Introduction

    0:54 - EV battery supply chain, political polarization in the U.S., departure of Joe Manchin and speculation about Trump's electoral success

    8:54 - Speculation on Joe Manchin's political future. Challenges of the two-party system.

    12:19 - Consumer-driven nature of the EV market. Potential Republican policy changes impacting EV credits. Republican proposals for modifying the $7,500 individual credit.

    17:42 - Potential impact of a Republican administration on permitting reforms, national security, and fossil fuel promotion. What if Trump wins and Congress remains in Democratic hands?

    21:13 - Key demand drivers for EVs:$7,500 point-of-sale credit. Income-level and vehicle origin considerations for federal tax credit.

    25:05 - Eligibility of Korean and Japanese batteries under free trade agreements. Importance of critical mineral processing in free trade agreement countries.

    26:35 - Complexities of mineral processing and value-added criteria for eligibility under the proposed regulations for tax credits.

    32:35 - Impact of China's control over graphite and lithium processing on the eligibility for tax credits - potential limitations for Australian spodumene.

    34:10 - Potential collaboration between the U.S. and China - IP licensing and technology transfer.

    38:10 - LPO and Jigar Shah's role in financing the clean energy transition. Potential impact of different administrations on the LPO. Expectations of increased loan activities.

    43:09 - UAW and the potential impact of strikes on traditional automakers. Biden administration's stance on unions. Tesla as a potential target for unionization efforts.

    45:02 - Leasing loophole related to the interpretation of a commercial vehicle credit by the current administration.

    47:23 - Belief in ESG as a strong investment framework. China's aggressive EV push. US context considering natural resource footprints. Rising gasoline prices. Consumer preferences on EV adoption in 2022.

    51:52 - Wrap-up
  4. forum rang 9 nine_inch_nerd 19 november 2023 15:17
    ExxonMobil announced it will drill its first lithium well in Arkansas, targeting production in 2027. It aims to be a key supplier for EV manufacturing.
    This comes at a time when automakers are scaling back EV plans amid signs of slower demand, causing lithium prices to drop.
  5. forum rang 10 DeZwarteRidder 19 november 2023 15:19
    quote:

    nine_inch_nerd schreef op 19 november 2023 15:17:

    ExxonMobil announced it will drill its first lithium well in Arkansas, targeting production in 2027. It aims to be a key supplier for EV manufacturing.
    ?This comes at a time when automakers are scaling back EV plans amid signs of slower demand, causing lithium prices to drop.?

    Window dressing en greenwashing.
  6. forum rang 9 nine_inch_nerd 20 november 2023 11:09
    Albemarle welcomes new head
    Kelsie Tibben 8 hours ago

    Albemarle has appointed a new senior vice president – its current chief of external affairs and communications officer, Cynthia Lima.

    Lima joined Albemarle in early 2023 as chief communications officer where she has since expanded her remit to include the global external affairs function.

    “We operate in an increasingly interconnected world, where our ability to engage with key stakeholders and the communities where we live and work is critical to our success,” Albemarle chief executive officer Kent Masters said.

    www.australianmining.com.au/albemarle...
  7. forum rang 9 nine_inch_nerd 21 november 2023 13:24
    Northvolt develops state-of-the-art sodium-ion battery
    21 November, 2023
    Following a breakthrough in technology, Northvolt is proud to add sodium-ion to its cell portfolio, enabling the expansion of cost-efficient and sustainable energy storage systems worldwide.
    northvolt.com/articles/northvolt-sodi...
  8. forum rang 9 nine_inch_nerd 21 november 2023 13:28
    Stellantis and CATL Sign Strategic MoU for the Local Supply of LFP Batteries for European Market
    The MoU outlines joint development of a state-of-the-art technology roadmap and future battery value chain opportunities
    Stellantis and CATL are considering the possibility of a joint investment in the form of a joint venture with equivalent contributions
    Stellantis aims to leverage lithium iron phosphate (LFP) batteries to power its European electric vehicle production, supporting its aggressive Dare Forward 2030 electrification targets

    www.stellantis.com/en/news/press-rele...
  9. forum rang 9 nine_inch_nerd 22 november 2023 15:33
    De prijs van lithium is gekelderd, maar de jacht op het witte goud gaat gewoon door
    13:27
    De prijzen voor lithium, nikkel en kobalt zijn fors gedaald dit jaar. Dat komt door te veel aanbod, maar voor de langere termijn zijn de verwachtingen voor de grondstoffen voor batterijen nog steeds goed. Vooral voor lithium. In Australië schieten de koersen van lithiumproducenten omhoog en zelfs oliereus ExxonMobil is in een lithiumproject gestapt.
    fd.nl/economie/1496962/de-prijs-van-l...
  10. forum rang 9 nine_inch_nerd 24 november 2023 12:30
    Diverse activiteiten...

    Volkswagen lanceert een China-specifiek elektrisch instapplatform

    De Duitse autobouwer zal een nieuw platform voor elektrische voertuigen op instapniveau in China ontwikkelen en meer lokale componenten gebruiken om de kosten te verlagen. VW wil het verloren marktaandeel op de grootste automarkt ter wereld herwinnen. De nieuwe architectuur, bekend als het “A Main Platform”, zal specifiek worden gemaakt naar de smaak van de Chinese consument met betrekking tot de batterij, elektrische aandrijving en elektromotor. VW wil tegen 2026 wereldwijd nog tien EV-modellen introduceren en de “time-to-market” voor nieuwe modellen versnellen van vier jaar naar dichter bij het 2,5-jarige gemiddelde dat geldt bij zijn Chinese tegenhangers.

    Stellantis verhoogt omzetdoelstelling voor recyclingeenheid 'circulaire economie'

    De Frans-Italiaanse autobouwer verhoogt de omzetdoelstelling voor 2030 voor zijn recycling- en de ‘reconditioning unit’ nadat de omzet dit jaar tot nu toe met 25% is gestegen. Het wil ook elektrische voertuigen betaalbaarder te maken. Stijgende prijzen en verminderde beschikbaarheid van grondstoffen, evenals de milieukosten om de grondstoffen te winnen, dwingen fabrikanten en toezichthouders om meer te hergebruiken en te recyclen. Tegen 2030 wil het 2 miljard euro aan inkomsten genereren uit zijn eenheid voor de circulaire economie, door het recyclen en verlengen van de levensduur van onderdelen, inclusief EV-batterijen en materialen.

    Glencore bouwt proeffabriek voor batterijrecycling buiten Italië

    De Zwitserse mijngroep zal een proefproject bouwen voor een recyclingfabriek voor batterijen van elektrische voertuigen buiten Italië, waardoor de test- en demonstratiefabriek op het eiland Sardinië naar elders verhuist. Sardinië blijft wel kanshebber voor een grotere faciliteit.
  11. forum rang 9 nine_inch_nerd 27 november 2023 15:10
    The UK government published the first battery strategy. Encouraged to see "scaling up" and "manufacturing" are key components of this strategy.
    The ZEV mandate would go into effect next year as planned. Britain's battery industry is gaining steam.

    assets.publishing.service.gov.uk/medi...
  12. forum rang 9 nine_inch_nerd 27 november 2023 20:24
    Nog iets over de tegenhanger Lithium

    Sodium-Ion Batteries: The Future of EVs and Lithium Demand

    Introduction to Sodium-Ion Batteries

    [i]Sodium-ion batteries are emerging as a significant player in the electric vehicle (EV) market. Analyst George Heppel suggests they could capture half of China’s domestic EV market by 2030. As the demand for affordable EVs grows, carmakers face challenges with the volatile prices of critical battery metals like lithium.

    The Rise of Sodium-Ion Technology


    Despite softened prices in 2023, analysts foresee shortages in battery metals. Benchmark Mineral Intelligence estimates the need for approximately 340 new mines over the next 12 years. In this context, sodium-ion batteries present a viable alternative, free from lithium, and offering advantages in cost, safety, longevity, and cold-weather performance. However, they currently have lower energy density and slower charge rates.

    sodiumbatteryhub.com/2023/11/27/sodiu...
  13. forum rang 9 nine_inch_nerd 28 november 2023 14:17
    Recycling

    Electra and Rock Tech Lithium sign Lithium Recycling MOU for North American Market
    Toronto, Ontario – (November 28, 2023) – Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra”) today announced the signing of a memorandum of understanding with Rock Tech Lithium (TSX-V:RCK) for the development of a partnership to supply recycled lithium from Electra’s Ontario battery recycling operations for upgrading to battery-grade lithium chemicals in Rock Tech’s lithium refineries. The companies will leverage their processing expertise to develop a comprehensive, fully sustainable closed-loop service offering for the recycling of lithium-ion battery manufacturing scrap, end-of-life batteries and black mass.
    electrabmc.com/electra-and-rock-tech-...
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