Member Info for jimb2

And next generation batteries have 18 to 1 Nickel v Cobalt and Manganese:

http://www.fullertreacymoney.com/general/lithium-and-cobalt-a-tale-of-two-commodities-/

This concern is increasing the focus on low cobalt batteries and, as a result, the high-performing, low-cobalt, high-nickel NMC 811, and perhaps even the newly proposed NMC 9.5.5 battery (with 9 parts of nickel, and 0.5 of cobalt and manganese).

Nickel content, FrankieH it did take some finding, look at the bar charts Kg per Kwh.

https://researchinterfaces.com/know-next-generation-nmc-811-cathode/

I'm surprised no one has mentioned the increase in Nickel content with NCM 811 batteries and the shift by the big manufacturers.

I believe they also require Lithium hydroxide as opposed to carbonate or other lithium compounds:

https://www.reuters.com/article/us-china-batteries-catl/chinas-catl-starts-mass-production-of-high-nickel-batteries-chairman-idUSKCN1S60YM

April 30th:

BEIJING (Reuters) - Contemporary Amperex Technology Co Ltd (CATL), China’s biggest maker of batteries for electric vehicles, has begun mass production of high-nickel batteries, its chairman told investors last Friday.
The so-called NCM 811 battery, which contains 80 percent nickel, 10 percent cobalt and 10 percent manganese, has a longer lifespan and allows electric vehicles to go further on a single charge, a key point of EV performance.

SK Innovation

May 27th

http://www.koreaherald.com/view.php?ud=20190527000601

According to Rhee Jang-weon, head of battery R&D at SK Innovation, the company will start solely supplying 8-1-1 batteries from third quarter of this year.

Further reading:

https://www.metalbulletin.com/Article/3851876/2019-PREVIEW-NCM811-batteries-not-likely-to-be-used-in-electric-vehicles-in-2019.html

All very good news for the mass adoption of EV's IMVHO, how this translates to revenue for KDNC is for the number crunching contributors ;-)

Obs, SK nice growth plans first announced in January as a planned growth but now "will expand"

http://www.koreaherald.com/view.php?ud=20190527000601

SK Innovation, South Korea’s top oil refiner and third player in the electric battery market, announced Monday the company will expand its EV battery production capacity 20-fold by 2025, shrugging off concerns about a legal issue raised by competitor LG Chem.

During a press conference on the firm’s growth plan, SK Innovation CEO Kim Jun said the company was planning to ramp up its annual battery output from the current 5 gigawatt-hours to 100 GWh by 2025 with an aim to maintain its order backlogs at 700 GWh at the least.

Yes Obs, I would say we are singing off the same hymn sheet with Ganfeng.

~~~~~~~~~

16th November 2018

https://www.scmp.com/tech/start-ups/article/2173547/tesla-challenger-xpeng-roll-out-first-electric-car-next-month-ahead

Xpeng Motors, the electric car start-up backed by Alibaba Group Holding, said it will roll out its first mass-produced model next month as more Chinese firms step up to challenge US giant Tesla for the hearts and minds of local drivers.

17th May 2019

https://cleantechnica.com/2019/05/17/xpeng-1-in-april-ev-deliveries-in-china-among-new-mobility-companies/

Xpeng is red hot and it has announced that it topped all-electric vehicle (EV) sales among new mobility makers in China for the month of April. Not bad for a 3-year-old young mobility startup.

(2,200 units sold)

The new startups are getting to production, 2019 a defining year and an important landmark Tesla battery costs under $100/Kwh this year.

https://www.theguardian.com/business/2019/may/27/fiat-chrysler-proposes-merger-with-renault-to-reshape-car-industry

Fiat Chrysler has proposed a merger with France’s Renault that would create the world’s third-largest carmaker and save billions needed to invest in the race to make electric and autonomous vehicles.

All falling into place a transition to EV's -

Thanks, Obs for that with supporting evidence!

Do you think Ganfeng was late to the negotiations with BCN maybe just in the last two months?

Peter Secker's opening response in the YT video, first 25 seconds.

https://youtu.be/6HWR9olah78?t=527

Also, the quality of Sonora's lithium is battery grade but to Japanese standards which are stricter than Korean or Chinese.

https://youtu.be/6HWR9olah78?t=599

As you say our JV's are looking very attractive with three and a half years of pilot plant production and two years testing with Hanwa customers.

I'm hoping Ganfeng will significantly increase the production stage one capacity.

.

obs,

I should have noted Moores law being exceeded in your earlier post as we have both shared this opinion over a couple of years together with the Tony Seba and RethinkX research.

Cost curves and J curves - how do they relate?

Well as we know once we hit the tipping point in the cost of technology mass adoption follows a good example of this is Solar and this is another good visualisation of this:

https://cleantechnica.com/files/2018/01/Solar-Panel-Price-Drop-Global-Solar-Installations-BNEF.jpg

I believe the evidence is clear Transport and Storage will follow this pattern and without doubt demand on battery materials and REM's,

KDNC offers astounding value at today's SP spread across not only energy and transport but Iron Ore IMVHO.

Absolutely on the mark there Obs,

Article:

You buy a Prius hybrid car and think you're saving the planet. But each motor contains a kilo of neodymium and each battery more than 10 kilos of lanthanum, rare earth elements from China.

Green campaigners love wind turbines, but the permanent magnets used to manufacture a 3-megawatt turbine contain some two tons of rare earth.

https://www.bccrwe.com/index.php/8-news/9-are-wind-turbine-rare-earth-minerals-too-costly-for-environment

I'm sure Cadence partners will be responsible with their projects and I'm pretty sure outside China manufacturers will adopt environmental standards.

Some big numbers!

Yes indeed MJFMSG, although I'm going to add to my J curve analogy and call it a prolonged spike as I think we tend to see buying and selling on a spike as daily trading whereas we will likely see several years of northward movements.

Obs, I think Elon Musk is spot on as we are in transition buying decisions will be affected.

Tony Seba predicted it wouldn't make sense to buy an ICE vehicle by around 2023 (if my memory serves me right)

What a quandary for buyers,

Some very attractive EV's being launched I can see many companies adopting policies to switch and owning an EV has in most cases the added bonus of better protecting you and your families in a crash, and that's worth ££££££;s

I had a Taxi home last night a Toyota hybrid the driver told me his fuel costs are 50% compared to petrol only (he was driving it like a funeral hearse though)

Have a good day all,

Skelly85,

Yes, but thinking like that you might just miss the j curve that’s forming in the disruption to transport and energy and the demand for battery materials.

For a comparison, you can look back to recent disruptions mobile phones and the internet to see how a J curve forms in share prices, I would say you are stuck back in 1994 with Nokia.

I’m in 1997:
https://www.macrotrends.net/stocks/charts/NOK/nokia/stock-price-history

For Cisco, I would say you are stuck in 1993.
I’m in 1995:

https://www.macrotrends.net/stocks/charts/CSCO/cisco/stock-price-history

These analogies have been used by well-respected analysts and there's compelling evidence supporting this, a chart visualistion is a powerful tool!

DYOR

Copper or Zinc,

my money is on copper, the demand for EV's is going to make massive demands on copper - motor windings and wiring looms.

The assets of KDNC are incredible!

1. The Company requests a trading halt immediately pending the release of an announcement
regarding a strategic acquisition for the Company.
2. The trading halt is to last until the earlier of the company releasing an announcement
regarding the strategic acquisition or prior to commencement of trading on Tuesday, 28 May
2019.
3. We expect the trading halt will end by the Company making the announcement.
4. The Company is not aware of any reason why the trading halt should not be granted.
5. The Company is not aware of any other information to inform the market about the trading
halt.

~~~~~~~

Acquisition?

http://irdirect.net/prviewer/release/id/3830463

American Battery Metals Corporation, Chief Executive Officer, Doug Cole, commented, "This preliminary data shows a monstrous reservoir which is very high in conductivity. As you can see from the picture below, the red and purple shades indicate a pool that could be over 9 cubic miles of liquid or 180 billion barrels of liquid, which further supports our claim of 1 million metric tons of lithium in our immediate basin. Our neighbor to the south has shown huge brine pools as well which helps confirm our findings. Of course, all of these figures will be certified in our upcoming reports."

That 210 claims might be worth something?

I just hope the bid release some game hanger news at 16:29:59 tomorrow, good news does seem to weed out the trolls.

Nine months working on this deal so financing must have been a priority.

Something like this would do:

Equity investors are attracted by the large gap in Black Iron’s current market capitalization as compared to its future potential and debt investors appreciate the strong economic returns when using very conservative long-term iron ore prices.

https://www.globenewswire.com/news-release/2019/05/21/1833374/0/en/Black-Iron-Appoints-Cutfield-Freeman-as-International-Financial-Advisor.html

Just show there's an appetite for investment in Iron Ore and just two days ago.

Try again!

DYOR:

From 14:30 mention of financing, this link has better audio control.

https://tinyurl.com/yxzqez8l

Kiran clearly says:

they are in discussions with strategic investors to fund all or part of this investment via equity___________________people might be distraught with the possible issue of dilution_____

My interpretation is that a placing is not their preferred option, remember they have been working this deal for nine months and the value must have grown significantly since initial talks.

Well, it will be interesting if they fund it without significant dilution if any at all.

DYOR:

From 14:30 mention of financing, this link has better audio control.

**************************************/articles/live-company-group-cadence-minerals-emmerson-and-darren-sinden-on-macro-74ad74d

Kiran clearly says:

they are in discussions with strategic investors to fund all or part of this investment via equity___________________people might be distraught with the possible issue of dilution_____

My interpretation is that a placing is not their preferred option, remember they have been working this deal for nine months and the value must have grown significantly since initial talks.

Well, it will be interesting if they fund it without significant dilution if any at all.

Interesting article from Joe Lowry, but I don't believe he has read the full Ganfeng BCN release, they are looking to bring the production forward 3 to 6 months.

https://www.linkedin.com/pulse/lithium-2019-dazed-confused-joe-lowry

I view the Bacanora deal as substantiating confidence in their ability to unlock “soft rock”. Certainly great news for Bacanora shareholders but unlikely to result in meaningful supply from northern Mexico in the next five years. Remember, Ganfeng plays the long game.

Still, count our blessings he almost mentions clays!! or is it soft rock?

Interesting article from Joe Lowry, but I don't believe he has read the full Ganfeng BCN release, they are looking to bring the production forward 3 to 6 months.

https://www.linkedin.com/pulse/lithium-2019-dazed-confused-joe-lowry

I view the Bacanora deal as substantiating confidence in their ability to unlock “soft rock”. Certainly great news for Bacanora shareholders but unlikely to result in meaningful supply from northern Mexico in the next five years. Remember, Ganfeng plays the long game.

Still, count our blessings he almost mentions clays!! or is it soft rock?