Member Info for jimb2

November saw the prices of all major Chinese-sourced rare earths spike, but especially those used in magnets. In particular, the research note mentioned neodymium, which is the most common rare earth used in making magnets, which rose by 27% since early in November, up over 50% year to date. Several other key rare earths also increased in value last month, including dysprosium (+17%), gadolinium (+9%) and terbium (+27%).

Prices Of Chinese Rare Earths Are Soaring | OilPrice.com
https://oilprice.com/Metals/Commodities/Prices-Of-Chinese-Rare-Earths-Are-Soaring.html

20,000t initial capacity, come on Ganfeng announce 35,000t from Sonora!

Lithium Americas' Thacker Pass closer to production - MINING.COM
https://www.mining.com/lithium-americas-thacker-pass-moves-closer-to-production/

11:00 am EST - Battery Breakthrough Presentation with CEO, Jagdeep Singh
11:25 am - Battery Science Panel with Venkat Viswanathan, Paul Albertus & Stanley Whittingham
11:45 am - Commercial Impact on EV Market Panel with J.B. Straubel & Jürgen Leohold
12:00 pm - Q&A Session with Jagdeep Singh

Evan 3020, you might listen in to ally you concerns on recycling - it's likely to be covered.

or read on:

https://insideevs.com/features/458173/tesla-jb-straubel-battery-recycling/

12:15 pm - Event concludes

QuantumScape Corporation to Host and Livestream Solid-State Battery Showcase Event on December 8, 2020

https://www.businesswire.com/news/home/20201203005606/en/

Solid-state battery versus conventional Lithium-ion

https://youtu.be/azACL3lLMo8

China-Australia relations: Canberra unwilling to ‘give up ground’ as value of iron ore exports rise | South China Morning Post
https://amp.scmp.com/economy/china-economy/article/3112395/china-australia-relations-canberra-unwilling-give-ground-even

FT article, you might need a subscription.

Lithium market recharges as electric vehicle sales rise | Financial Times
https://www.ft.com/content/b9395e8c-9321-4351-b98d-a664b1e99b03

FT article, you might need a subscription.

Lithium market recharges as electric vehicle sales rise | Financial Times
https://www.ft.com/content/b9395e8c-9321-4351-b98d-a664b1e99b03

https://www.motoring.com.au/eu-to-force-battery-makers-to-clean-up-127569/

No way are EV batteries going to become an environmental hazard, look at what the manufacturers are doing to combat Cobalt mining - changing the chemistry! Add to that the oil lobbyists would be on to this big style.

Evan3020,

I'll follow the experts the likes of J.C Straubel - or manufacturers such as HE3DA - or maybe the likes of VW who don't want to see another dieselgate and are developing their batteries to be recyclable - and other companies launching battery recycling plants.

In fact, all major manufacturers are developing batteries with very high recycling percentage - and as far as a 5-year-old Nissan leaf battery goes you may as well say it's 20-year-old tech with the rate of development in battery tech over five years.

In the future, the Volkswagen Group will offer e-mobility for all – and will assume overall responsibility: from e-vehicle concepts, through production, sales and operations, and on to recycling. To this end, Volkswagen Group Components in Salzgitter is currently setting up its own pilot plant for battery recycling.

Battery recycling will be taken care of!

China enforces new export controls, red letter day for rare earths | Asia Times Financial
https://www.asiatimesfinancial.com/china-enforces-new-export-controls-red-letter-day-for-rare-earths

indeed prices ramping up, this was a sea of red earlier in the year:

http://www.asianmetal.com/LithiumPrice/Lithium.html

There are some big investments underway in the news section, some you can view others need a subscription

What a year to put behind us!

A new analysis, seen by the BBC, suggests the goals of the UN Paris climate agreement are getting "within reach."

And from my outlook for the future, a glimmer of hope with energy and transport disruption and the benefit's it will bring, John Kerry's appointment by Joe Biden will see the US back on board with the reversal of some of the damage under the current US administration (I just cannot mention his name)

2021 will be an incredible year for many of the assets we hold.

Excuse the typos and error,

NCM523 comprises 5 parts lithium to 2 Cobalt to 3 Manganese ERROR

5 parts Nickel!

If anyone recalls Elon Musk asking Nickel miners to step up production it's clear to see why.

Why I'm hopeful of a Ganfeng battery plant at some point in Sonora.

Ganfeng Lithium announced on October 9th that Huizhou Ganfeng, a wholly-owned subsidiary of its wholly-owned
subsidiary Jiangxi Ganfeng Battery Technology Co., Ltd., will invest in building a high-end polymer
lithium battery R&D and production base project with a total investment of no more than RMB3 billion
(USD448,209,403) in order to establish a competitive polymer lithium battery production base and meet high end
customers' higher requirement on product quality. The project will have a building period of two years.

I'm not suggesting this will be Sonora as they don't mention location but as with all battery production it's across many continents so I would expect North America.

GLA

No, not onto that one Top.trader!

The thing to remember r7632 is solid-state lithium batteries will use lithium metal rather than lithium compounds, when you look at lithium being mined it's generally measured as LCE - Lithium Carbonate Equivalent and most the figures you see around about demand are usually published as LCE.

To make 1Kg of lithium metal it would take 5.32Kg of lithium carbonate, the increased density will come and it will need to when you look at the likes of Rivian and Ford with their EV's 180KWh batteries and higher

With Solid-state it will be possible to pack more density in the same footprint and similar weigh packs, I would imagine the quality of lithium compound you start with to produce the lithium metal will be critical. There's a pish to reduce Cobalt from all the major manufacturers and Nickel is increasing:

As the naming depicts the ratio you can see where the tech is going:

NCM523 comprises 5 parts lithium to 2 Cobalt to 3 Manganese

Found this info:

SK Innovation announced that its NCM 811 battery cells – to arrive early next year on full-scale – give 600 km (372 miles) range to electric cars, but it’s in 2022 when range won’t be a problem any more thanks to the introduction of NCM 90 (NCM 9.5.5) battery cells.

The NCM 90 (NCM 9.5.5) cathodes further reduce the need for cobalt, which is scarce and expensive.

Note it's (nought point 5) parts Cobalt and Manganese and so X 18 Nickel

I'm convinced Ganfeng will do a treble in Mexico, mine, recycling and battery plant

Battery startup backed by VW and Tesla cofounder JB Straubel QuantumScape (QS) goes public - Electrek
https://electrek.co/2020/11/27/battery-startup-backed-vw-tesla-co-founder-jb-straubel-quantumscape-qs-public/

And solid state will require more high grade material.

let's hope so matt21, good spot!

Could be a great close to 2020, something other than doom and gloom to remember it by, the bb is looking much less green than usual and no contiguous messages for a change.

Yes, @observer842 indeed,

And the board is turning green like a lithium springtime!

http://www.asianmetal.com/LithiumPrice/Lithium.html

Ganfeng last quarte x5 profits over 2019:

https://www.nasdaq.com/articles/chinas-ganfeng-posts-profit-jump-quits-deal-to-take-over-more-lithium-lines-2020-10-29

Should see some real interest in BCN and EMH, ZNWD might be a good punt!

all looks positive to me, thanks for the original link @Cause17

Thanks, ob,

that answer says it all,

sorry jimb2 ill just consult my magic crystal ball........humm bit cloudy can i get back to you later on?

A cloudy crystal ball, a perfect analogy.

Well after holding for several years I will give until 19th December and move on if there is no news with a hint of a commercial agreement, there's just so much value elsewhere with renewable energy-related stocks.