Blick auf die größten Lithium-Ionen-Batterien der Welt

World's biggest battery: a look around Tesla project

A remote part of South Australia is home to the world's largest lithium-ion battery.

We take a look round the Tesla project that aims to cut power blackouts.

Video filmed and edited by Simon Atkinson..

Link: https://www.bbc.com/news/av/world-australia-45648303/world-s-biggest-battery-a-look-around-tesla-project

Quelle: BBC

Big Picture: Globale Batterie-Kapazitäten vor Vervielfachung

Der Boom bei der globalen Batterie-Herstellung nimmt weiter Fahrt auf. Chinesische Firmen bleiben die großen Zugpferde:

Quelle: Bloomberg

Elektroautos: Bald nicht mehr teurer als konventionelle Autos

Du diesem richtungsweisenden Thema ein aktueller Bericht im Telegraph:

Electric vehicles to cost the same as conventional cars by 2018

The cost of owning an electric car will fall to the same level as petrol-powered vehicles next year, according to bold new analysis from UBS which will send shockwaves through the automobile industry.

Experts from the investment bank’s “evidence lab” made the prediction after tearing apart one of the current generation of electric cars to examine the economics of electric vehicles (EVs)..

Link: http://www.telegraph.co.uk/business/2017/05/19/electric-vehicles-cost-conventional-cars-2018/

Quelle: UBS, Telegraph

Elektromobilität: Daimler baut zweite Lithium-Ionen-Batteriefabrik in Sachsen

Der deutsche Traditionskonzern will ab sofort bis zu einer Milliarde EUR pro Jahr in die Herstellung, Forschung und Entwicklung von Lithium-Ionen-Batterien investieren..

Daimler baut zweite Batteriefabrik in Sachsen

Ein kleiner Ort in Sachsen wird zum Zentrum der deutschen Elektromobilität: Daimler baut ein zweites Werk in Kamenz. Schon im nächsten Jahr könnten Lithium-Ionen-Batterien in die ganze Welt ausgeliefert werden..
Link: http://www.faz.net/aktuell/wirtschaft/unternehmen/daimler-baut-zweite-batteriefabrik-in-kamenz-in-sachsen-15027634.html

Quelle: DPA, Daimler (c)

Kobaltpreis steigt auf neues Mehrjahreshoch

Die eindrucksvolle Hausse beim Kobaltpreis setzt sich fort:

Quelle: infomine.com

Lithium Americas: Lithium-Produktion muss drastisch erhöht werden

Hierzu die neue Präsentation von Lithium Americas (T.LAC) mit einigen interessanten Einblicken. Die Aktie des Lithium-Highflyers bricht diese Woche auf ein neues 52-Wochenhoch aus.

The rise and fall of lithium: +60 million tons of opportunity 

Quelle: Lithium Americas

Quelle: stockcharts.com

Kobalt-Produktion: Große Dominanz der Demokratischen Republik Kongo bleibt erhalten

Mit einem gewaltigen Anteil von über 50% ist die DRC die entscheidende Nation unter den Kobalt-Produzenten. Der dominante Marktanteil kann nach einigen Analysen in Zukunft sogar noch weiter erheblich wachsen..

Quelle: BMI, USGS

Vancouver's Nano One Materials profitiert vom Batterie-Nachfrage-Boom bei Tesla

Nachtrag eines informativen Berichts in der Vancouver Sun. Sehen Sie hierzu die aktuelle Firmen-Präsentation von Nano One Materials (V.NNO).

Vancouver's Nano One benefits from Tesla's lithium battery demand

Nano One CEO Dan Blondal says there’s a rapidly growing market and pent-up demand for lithium-battery cathode materials. HANDOUT/NANO ONE MATERIAL CORP. / PNG

The meteoric rise of electric-car manufacturer Tesla has increased the demand for lithium batteries and the components that go into them, and a Vancouver materials technology company hopes to grab a share of the business.

Nano One Materials Corp. has developed a new method of making cathode material, a black, powdery substance used in lithium batteries. Nano One is building a $6-million plant to test its ability to produce the substance in commercial quantities in a production line-type setting.

“We are at the stage where we’ve proven the technology at a certain level,” said Nano One CEO Dan Blondal, who founded the company in 2011. “We’ve tested the material and gotten the performance we expected, as well as proving to ourselves that the technology scales. … What we want is learn (with the pilot plant) is whether it’s a platform that will give a manufacturer the ability to make the material for any kind of battery, going into a number of applications.”

The Nano One technology, Blondal said, creates cathode materials that could last up to three times longer in a battery than current materials. That would allow batteries to store more energy while trimming the cost of producing hem.

Blondal said Nano One’s process has generated wide interest including from battery makers and the companies that use batteries in everything from tiny phones to large cars..

Link: http://vancouversun.com/business/local-business/vancouvers-nano-one-benefits-from-teslas-lithium-battery-demand

Quelle: stockcharts.com

Interview mit Fondsmanager Tobias Tretter über den Lithium- und Batterie-Markt

Informatives Video - aufgenommen im Studio der SRC in München:

Quelle: Asian Metals

Japan, Südkorea: Exporte von Lithium-Ionen-Batterien erreichen neues Rekordhoch

Hierzu ein aktueller Bericht auf Mining.com:

Lithium ion battery exports reach new peak in H1

Benchmark Mineral Intelligence 

Japan and South Korea have both recorded record high levels of lithium-ion battery exports in H1 2016, as auto companies ramp up battery consumption to power new all-electric offerings.

Lithium ion battery shipments from Japan – the world’s leading producer – topped 33,500tonnesthe first half of 2016, up 17% on H2 2015 and over 31% y-o-y.

Similarly, South Korea – a leading exporter to global markets – recorded its largest shipments to date, up 26% on 2015..

Link: http://www.mining.com/web/lithium-ion-battery-exports-reach-new-peak-in-h1/

Lithium: Könnte ein Angebotsdefizit den Elektroauto-Boom gefährden?

Hierzu ein informativer Bericht:

Could a lithium shortage de-rail the electric car boom?

We've gone electric, and there's no going back at this point. Lithium is our new fuel, but like fossil fuels, the reserves we're currently tapping into are finite—and that's what investors can take to the bank..

Link: http://www.mining.com/web/could-a-lithium-shortage-de-rail-the-electric-car-boom/

Quelle: Reuters

Nano One Materials: Neue Verarbeitungstechnologie für Kathoden in Lithium-Ionen-Batterien

Hierzu ein informativer Bericht von InvestorIntel:

Petersen on a novel processing technology for lithium-ion battery cathodes

Posted on June 2016 by John Petersen

Nano One Materials Corp. (TSXV: NNO) is developing a novel, scalable, low cost processing technology for the mixed metal oxide powders used in lithium-ion battery cathodes. Nano One’s processing technology has been successfully demonstrated in laboratory scale testing with batch sizes of several hundred grams. It is currently building a pilot-scale version (batch sizes of up to 10 kg) of a planned commercial-scale processing facility to prove its commercialization path. After spending a couple hours on the phone with Nano One’s officers last week, I think their patented cathode powder manufacturing process may be a game-changer that could become an industry standard because:

• It uses standard metallurgical and industrial equipment with no “black boxes;”
• It has the potential to reduce cathode cost per kWh by up to 50% using a simpler process that can accommodate lower purity feedstocks (99% vs 99.9% or 99.99%);
• The superior homogeneity and crystalline structure of the finished cathode powders significantly improves battery performance and cycle-life;
• It can be used for most common cathode chemistries and two proprietary chemistries;
• It provides direct access to crucial process technology for developers of lithium-ion battery gigafactories that need to vertically integrate their supply chains; and
• It has significant potential in other important industries.

Nano One is pursuing a “platform technology” business model where it will develop its process through the pilot phase and then negotiate licenses, joint ventures and other commercialization relationships. After giving effect to estimated Q2 losses of $650,000 (CDN) and recent warrant exercise and private financing transactions that went off at an average price of $0.30 (CDN), Nano One has 57.6 million shares outstanding, $4 million (CDN) in stockholders’ equity and a $4 million (CDN) war chest. Its financial resources should be sufficient to build the pilot plant and get a good start on the customer testing and validation process. Based on Nano One’s current stock price of $0.53 (CDN), a market cap of $30.6 million (CDN) does not strike me as unreasonable.

Link: http://investorintel.com/market-analysis-intel/nano-one-materials-fascinates/

Quelle: stockcharts.com

Markt für Lithium-Ionen-Batterien: Großes Wachstum vorprogrammiert

Hierzu eine informative Übersicht der vielen Verwendungsmöglichkeiten von Big Player Albemarle (ALB):

Quelle: albemarle.com

Seltene Erden: Prognose der Minen-Produktion in China und RoW

China visiert eine stabile Produktion von Seltenen Erden in den nächsten Jahren an, während in der restlichen Welt bis dato mit erheblichen Fördersteigerungen zu rechnen ist..

Quelle: bloomberg.com

The Top 3 Most Visited JRB Blog Posts This Week Are..

3. Morgan Stanley, Analyse: Batterie- & Energiespeicher-Markt vor Wachstumsexplosion

2.  Nach der BrExit-Entscheidung: Sterling touchiert 30-Jahrestief, Goldpreis in Pfund mit dem höchsten Anstieg seit 42 Jahren

1. Nach dem BrExit: Globale Bestände der Gold-Investments springen um 3,4 Mrd. USD auf höchsten Stand seit 2013

Morgan Stanley, Analyse: Batterie- & Energiespeicher-Markt vor Wachstumsexplosion

Morgan Stanley (MS) geht in einer aktuellen Analyse davon aus, dass das Wachstum im globalen Batteriespeicher-Markt in den nächsten Jahren massiv anziehen wird:

Morgan Stanley: Battery storage to grow four times quicker than market thinks

By Giles Parkinson on 20 June 2016

Leading investment bank Morgan Stanley believes the Australian energy market is seriously underestimating the grow of solar and battery storage, and says the technology will be installed at rates four times quicker than the incumbent energy industry expects.

In a new detailed report, Asia Insight: Solar and batteries, Morgan Stanley expects the market for battery storage to grow from about 2,000 Australian homes now to one million by 2020. But its “high case” suggests the take-up could be double that – up to 2 million homes by 2020..

Link: http://reneweconomy.com.au/2016/morgan-stanley-battery-storage-grow-four-times-quicker-market-thinks-60277

Quelle: Morgan Stanley

Quote:

Bullenmarkt geht weiter: Lithium-Preis setzt Höhenflug in China fort

Der Höhenflug beim Lithium-Preis geht ungebrochen weiter..

Link: http://rohstoffaktien.blogspot.in/2016/03/bullenmarkt-geht-weiter-lithium-preis.html

Lithium-Markt: Aufschlüsselung der Verwendung

Mehr als 35% des globalen Lithiumangebots wird aktuell bereits für die Herstellung von modernen Batterien verwendet - Tendenz stark steigend..

Quelle: Canaccord Genuity Estimates

Nano One Materials stellt Ingenieurstudie fertig und beginnt mit Bau von Lithium-Batterie-Anlage

Junior-Technologiefirma Nano One Materials (V.NNO) schreitet operativ weiter mit großen Schritten voran. Diese Woche gab das kanadische Unternehmen die erfolgreiche Fertigstellung der Design- und Ingenieurstudie für die Test-Lithium-Batterie-Anlage bekannt, welche bis Anfang 2017 vollständig aufgebaut werden soll..

Nano One Completes Engineering Study and Launches Pilot

Vancouver, BC: Dan Blondal, CEO of Nano One Materials Corp., today provided an update on the progress of its lithium battery materials pilot plant.

“We are pleased to report that the design phase of our pilot plant was completed on schedule and budget at the end of May.” said Mr. Blondal. “We initiated the procurement and construction phase on June 1 and are on track to have the pilot built early in 2017. The goal of the pilot is to simulate full scale production of lithium ion cathode materials and demonstrate the cost, scalability, performance and novelty of Nano One’s technology to strategic industry players.”

The pilot plant will be used to showcase Nano One’s patented technology and demonstrate cost, scalability and performance to third party strategic interests. It is designed with flexibility to demonstrate a variety of processing concepts and chemistries, enabling Nano One to adapt to market needs and produce a range of products, including Nano One’s recently announced high voltage, cobalt free battery material. The pilot will be capable of producing ten (10) kilogram batches of various lithium mixed metal cathode materials that are strategically important to electric vehicle, grid storage and consumer electronic batteries.

“We have confidence in our piloting concepts,” adds Mr. Blondal, “and they have materialized into a platform that should readily scale. With these activities on target and underway, we are well positioned toexecute our business plan and advance our strategic objectives.”

Link: http://nanoone.ca/nr_jun7_2016/

Die Nano One-Aktie hat sich glänzend in den letzten Monaten entwickelt und konnte vom laufenden Hype am Lithium-Markt stark profitieren..

Quelle: stockcharts.com

Quelle: nanoone.ca

Quelle: nanoone.ca

Lithium-Konferenz in Las Vegas

Hierzu ein aktueller Bericht von Chris Berry:

Lithium in Las Vegas: A Closer Look at the Lithium Bull

May 31, 20161 Comment

I'm just back and recovering from a week in Las Vegas where the 8th Annual Lithium Supply and Markets Conference hosted by Metal Bulletin took place. Sentiment in the industry is overwhelmingly positive as the ubiquity of technology and the cost deflation associated with that technology (EVs, consumer electronics) means that lithium ion battery chemistry will remain central to this growth. 

The event was attended by major lithium producers including Albemarle (ALB:NYSE), SQM (SQM:NYSE), and FMC (FMC:NYSE), cathode manufacturers, investment professionals, and junior mining companies, so coming away with a clear view of the market was facilitated.

It looks like my demand estimates of ~270,000 tonnes LCE by 2020 will be met. Supply, on the other hand, is always a wild card in the mining sector and my proprietary estimates..

Link: http://www.discoveryinvesting.com/blog/2016/5/31/lithium-in-las-vegas-a-closer-look-at-the-lithium-bull

Quelle: http://cdn.indmin.com

Big Picture: Elektroautos bis 2020 mit dem großen Durchbruch?

Die EIA geht davon aus, dass ab 2020 die Elektroautos den globalen Massenmarkt erreichen werden..

Quelle: EIA