Remco de Boer’s Post

AMG Critical Materials N.V., led by Dr. Heinz Schimmelbusch and Dr. Stefan Scherer, has opened Europe’s first lithium hydroxide refinery in Bitterfeld-Wolfen, Germany. This game-changing facility will produce 20,000 tonnes of battery-grade lithium hydroxide annually, with plans to expand to 100,000 tonnes by 2030—securing 14% of Europe’s market according to Benchmark Mineral Intelligence. This move strengthens Europe’s battery supply chain, helping reduce dependence on foreign imports and ensuring a stable source of critical materials for electric vehicles. AMG is also leading the way in next-gen battery tech, focusing on all-solid-state batteries. A huge win for the European Critical Raw Materials Act and a greener future! Check out how AMG is making waves in the global lithium market. #AMGMaterials #DrHeinzSchimmelbusch #DrStefanScherer #BenchmarkMineralIntelligence #ElectricVehicles #Sustainability #BatterySupplyChain #Lithium #Europe https://lnkd.in/gp6V9XyB

LITHIUM 🔋: Evove and brinefield technology provider Zelandez have signed a partnership to develop a fully modular at-source production process right from raw brines to final lithium product used in batteries. The partnership aims to develop a fully modularized production process with best-in-class technologies, run field tests at a client project to corroborate and optimize performance, and then commercialize globally. Evove plans to commission the first modularized DLE plant in the fourth quarter of 2024, with scaled expansion to full production expected at that client’s site by 2027. The planned pilot site is located close to an upcoming battery manufacturing facility, helping to secure a domestic supply of lithium for the region. Chris Wyres, Evove’s chief executive, said: “We established an easily scalable, modular engineering approach to our DLE from the get-go, which makes Zelandez with their modular carbonation approach a natural partner for us.” “Often it’s the quality of the people that make a business successful, and Evove is no exception,” said Clint Van Marrewijk, the co-founder of Zelandez. “They have combined the significant technical expertise needed, with typical British doggedness, to develop some impressive lithium technology.” 👉 Read more here: https://lnkd.in/gXiuSS2M #lithium #lithiumtechnology #rawbrine #batteries

𝗔𝗣𝗔𝗖 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗚𝗿𝗮𝗱𝗲 𝗡𝗶𝗰𝗸𝗲𝗹 𝗙𝗼𝗶𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝟮𝟬𝟮𝟰-𝟮𝟬𝟯𝟭. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗮𝗻𝗱 𝗔𝗣𝗔𝗖 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗥𝗲𝗽𝗼𝗿𝘁 | 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝗳𝗼𝗿 𝗦𝗮𝗺𝗽𝗹𝗲 𝗣𝗗𝗙: https://lnkd.in/ecVyDJH9 The APAC market for battery-grade nickel foil is witnessing significant growth, driven by the increasing demand for high-performance batteries in various applications such as electric vehicles, consumer electronics, and energy storage systems. Battery-grade nickel foil plays a crucial role in enhancing the performance and longevity of lithium-ion batteries, which are extensively used in these sectors. With the APAC region leading the way in electric vehicle adoption and renewable energy initiatives, the demand for battery-grade nickel foil is expected to continue rising. Moreover, advancements in battery technology and manufacturing processes further contribute to market expansion. As companies invest in research and development to meet the evolving needs of the battery industry, the APAC battery-grade nickel foil market is poised for sustained growth in the foreseeable future. 𝗧𝗼 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗔𝗣𝗔𝗖 𝗮𝗻𝗱 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗰𝗼𝗽𝗲 𝗮𝗻𝗱 𝗗𝗲𝗺𝗮𝗻𝗱 𝗼𝗳 𝗔𝗣𝗔𝗖 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗚𝗿𝗮𝗱𝗲 𝗡𝗶𝗰𝗸𝗲𝗹 𝗙𝗼𝗶𝗹 𝗠𝗮𝗿𝗸𝗲𝘁. 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝗳𝗼𝗿 𝗦𝗮𝗺𝗽𝗹𝗲 𝗣𝗗𝗙: https://lnkd.in/ecVyDJH9 *𝗕𝘆 𝗧𝘆𝗽𝗲: 0.03mm to 0.1mm, 0.1mm to 1.0mm, 1.0mm to 4.0mm *𝗕𝘆 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Nickel-Metal Hydride Batteries, Lithium Battery, Others *𝗕𝘆 𝗥𝗲𝗴𝗶𝗼𝗻: North America, Europe, Asia-Pacific, South America, Middle East & Africa *𝗕𝘆 𝗞𝗲𝘆 𝗣𝗹𝗮𝘆𝗲𝗿𝘀: Targray, American Elements, Cambridge Energy Solutions, Civen Metal Material (Shanghai) Co.,Ltd., FUKUDA METAL FOIL & POWDER CO. LTD, MTi Group, metal #apacbatterygradenickelfoil #nickelfoil #batterygrade #apac #asia #pacific #manufacturing #energy #batteries #electronics #materials #nickel #foil #technology #industrial #commodities #materials_science #energy_storage

To make a good battery, you need fluorine, an element that is sourced from the mineral fluorspar. That presents a looming problem for China and its considerable efforts to dominate the global electric vehicle (EV) industry. The country is the dominant producer and consumer of fluorspar, but it’s rapidly running down its reserves. So, among the many critical minerals worth watching, this one is a standout. Although it’s hardly known to most people, fluorspar, also called fluorite, is used in many industrial processes, including making semiconductors, smelting, refrigeration, ceramics, coatings and so forth. Some uses, most notably per- and polyfluoroalkyl substances, commonly known as PFAS, are being phased out. Australia recognised the importance of fluorine in December by listing it as a critical mineral. The US, EU, Japan and others had already taken similar action. Because it’s needed for battery packs, modules and cells, fluorspar is called the ‘the stealth battery mineral’ in industry circles. Reflecting the growing interest in fluorspar, Benchmark Mineral Intelligence, a global market information provider, recently launched a service supporting this ‘quiet achiever of the EV battery sector’. #fluorspar #fluorite #batteries #batterymetals #electrificiation

Despite slow #EV growth in North America, Electra Battery Materials Corporation CEO, Trent Mell, says that the outlook for nickel is still bullish, with battery capacity installed in electric passenger vehicles expected to grow sixfold between 2020 and 2035. At Fastmarkets International Critical Minerals and Metals Summit, Mell said, "North American demand will grow at near-China pace, but the focus is on nickel-bearing chemistries." Read the full article here: https://fmrkts.com/3zdDr5G #FastmarketsBRM #criticalminerals #ICMMS #ElectricVehicles

Despite slow #EV growth in North America, Electra Battery Materials Corporation CEO, Trent Mell, says that the outlook for nickel is still bullish, with battery capacity installed in electric passenger vehicles expected to grow sixfold between 2020 and 2035. At Fastmarkets International Critical Minerals and Metals Summit, Mell said, "North American demand will grow at near-China pace, but the focus is on nickel-bearing chemistries." Read the full article here: https://fmrkts.com/3MJo2Nx #FastmarketsBRM #criticalminerals #ICMMS #ElectricVehicles

Despite slow #EV growth in North America, Electra Battery Materials Corporation CEO, Trent Mell, says that the outlook for nickel is still bullish, with battery capacity installed in electric passenger vehicles expected to grow sixfold between 2020 and 2035. At Fastmarkets International Critical Minerals and Metals Summit, Mell said, "North American demand will grow at near-China pace, but the focus is on nickel-bearing chemistries." Read the full article here: https://fmrkts.com/3BaVI49 #FastmarketsBRM #criticalminerals #ICMMS #ElectricVehicles

Lithium iron phosphate batteries have advantages of low cost, excellent safety, and long cycle life. With iterative upgrades in technology, the energy density of lithium iron phosphate batteries has improved and with the large-scale application of module-free CTP, battery life has been greatly improved, as such lithium iron phosphate battery market share in the new energy vehicle segment is rapidly increasing. In 2023, China’s lithium iron phosphate batteries reached a cumulative installed capacity of 261.0GWh, a year-on-year increase of 42.1%, accounting for 67.3% of total installed capacity, becoming the mainstream choice of the market. In contrast, with its high energy density and output power, ternary batteries still occupy the high-end vehicle market segment. However, with the rise of lithium manganese iron phosphate batteries infiltrating into the new energy sector, ternary batteries will loose market share going forward. In order to maintain some market share, ternary battery companies are enhancing their product indicators and lowering their cash cost to keep the high-end vehicle market, while simultaneously the ternary cathode companies are carrying out large-scale R&D investment towards producing LMFP-composite (ternary) products. Investments exposed to the lithium-ion battery midstream industry, i.e chemical metal salts should comprehensively look into how the electric vehicle, battery material system is changing. Of course, outside of (1) LFP technology enhancements, (2) ternary composite products, (3) massive rise of LMFP, the other two looming elephants in the room are the companies currently qualifying sodium-ion batteries and solid-state batteries (semi-solid, quasi-solid, and all-solid) into the EV supply chain. I see many market participants promoting sky high demand charts, using absolutely ludicrous long-term pricing forecasts, including advocating for premium ESG-pricing, or the worst promoting obselete products, while pushing down competing technologies. The ideal scenario is to look at the whole market, companies, products, and pricing, to make an informed decision. https://lnkd.in/gdXFBYhA #lithium #nickel #cobalt #manganese #graphite #phosphate #lithiumbattery #electricvehicles

Are #MHP (mixed hydroxide precipitate) circuits taking over the capital-intensive #HPAL (high pressure acid leach) lines in #Indonesia in the production of nickel and cobalt for use in #batteries for #EVs (electric vehicles)?