Source : Benchmark Mineral Intelligence – www.BenchmarkMinerals.com – October 2015 Problems with the consistency of flake graphite supply are hampering full capacity utilization of battery grade graphite in China. Impurities in spherical graphite – a micronized and purified form of flake graphite – are preventing fringe producers from entering the market in a significant way, dragging…Details
Lithium-Ion battery manufacturing costs seems to be falling quicker than expected. Two pieces of news caught our attention last week.
A couple of important news caught our attention last week. According to Bloomberg New Energy Finance, the level of global investments in green energy was at a record in 2015. That’s in spite of low fossil fuel prices. Here are links to a video clip as well as an article on the subject. http://www.msn.com/en-us/money/markets/clean-energy-is-expanding-even-when-fossil-fuels-are-cheap/vi-BBofu1P http://www.msn.com/en-us/money/markets/solar-and-wind-just-did-the-unthinkable/ar-BBobifb…Details
Source: Benchmark Mineral Intelligence www.BenchmarkMinerals.com – December 2015 At the 1855 Exposition Universelle in Paris a wondrous new metal wowed the crowds: aluminium. The enthusiasm surrounding it belied the decades of research taken to reach that point, with the big breakthrough occurring when Henri-Etienne Sainte-Claire Deville started producing the material on a commercial scale. However,…Details
Source : Benchmark Mineral Intelligence – www.BenchmarkMinerals.com – June 2016 Tesla CEO Elon Musk and CTO JB Straubel have attempted to play down the role of lithium in a lithium ion battery, but could have inadvertently given themselves further supply headaches. In response to a question of whether there is enough lithium supply,…Details
Source : Benchmark Mineral Intelligence – www.BenchmarkMinerals.com – September 2016 The lithium ion battery megafactories are being built and low cost, abundant cells are on their way. As a result, the way we store and use energy is about to fundamentally change. As part of our industry leading World Tour 2016 series of seminars,…Details
Nouveau Monde was in Toronto on Sept 26, 2016 to take part in Advanced Battery Technologies and Metals Day. These are our takeaway. Chris Berry, Founder of House Mountain Partners (www.discoveryinvesting.com) was the moderator of the day. Chris focuses on how disruptive trends in energy, strategic metals, and technology create opportunities. He has a…Details
Source : Benchmark Mineral Intelligence – www.BenchmarkMinerals.com – Décembre 2016 The world’s second largest lithium ion battery anode producer, Hitachi Chemical, is to expand its graphite anode capacity by four-fold in 4 years to prepare for a global wave of demand from lithium ion battery megafactories that are under construction. Hitachi is investing up to…Details
Nouveau Monde Graphite at the Lithium-Ion Battery Seminar of Fort Lauderdale. A Short Summary of Our Participation.
The lithium-ion battery Seminar in Fort Lauderdale (www.internationalbatteryseminar) that I recently attended from March 20-23rd is an annual event where the top battery scientists, industry executives, forecasters and enthusiasts gather to hear about the latest developments and the current state of research. On my part, I care about: The worldwide state of lithium-ion market penetration…Details
In my June 29th article, I wrote about the tear down of a Chevy Bolt which had allowed UBS to review the manufacturing cost of this car’s powertrain lower by $4,600. I also told you they were expecting Tesla to break-even on the Model 3 at a sticker price of $41,000 which they deemed likely…Details