David Merriman

Research analyst focused Rare Earths and Battery raw materials at Project Blue 🇬🇧 - views are my own-

[Project Blue @theprojectblue]

Are critical materials prices set to rebound?

#criticalmaterials #steel #battery #ev #industrial #chemical #technology #lithium #rareearth #graphite #magnesium #titanium

https://t.co/EVndYo57M8

[David Merriman @David_M_ProBlue]

Despite #China 's current strength in the #REE market, maintaining longer-term dominance will require more imported feedstock in addition to bolstering its domestic production and recycling output. Can the new JV take over from where Shenghe Resources left off?

[David Merriman @David_M_ProBlue]

Déjà vu anyone?
https://t.co/QQQrPRqX3r

#WoodMackenzie #rareearthelements #ndfeb #neodymium #magnets #rareearths

[David Merriman @David_M_ProBlue]

The involvement of a major downstream magnet producer also highlights the need for even well-connected companies to diversify their supply chains and reduce reliance on Chinese domestic production amid industry integration and consolidation.

[David Merriman @David_M_ProBlue]

Russian invasion of Ukraine may drive EU back to China as source for rare earths https://t.co/r85ETJOthQ #S&P Global

[David Merriman @David_M_ProBlue]

@jmansour1993 @MetalEventsLtd @CMA_Minerals @DrWillDrury Good to see you there @jmansour1993

[Kevin Gunan Shang @KevinGShang]

There is still time to register for the breakfast on critical mineral with @jackbedder from @Roskill_Info and other speakers.

[David Merriman @David_M_ProBlue]

@JonRegnart @YASAMotors @Daimler Agreed that Daimler will require internal radial flux motor production capabilities, with the transition to axial first dipping-its-toe in performance/luxury models (AMG.EA maybe?). We'll see if other OEMs follow suit? Maybe @MagnaxMotor @AVIDTechnology1 or EMRAX?

[David Merriman @David_M_ProBlue]

Purchase of @YASAMotors by @Daimler highlights importance of motor efficiency as EV competition heats-up. Axial-flux motors use less materials inc. #RareEarth magnets, though compact motor design improves potential for multi-motor & in-wheel motor models. https://t.co/7qBO06HEpp

[David Merriman @David_M_ProBlue]

@Roskill_Info

[David Merriman @David_M_ProBlue]

https://t.co/OG9AUB7QuQ

[David Merriman @David_M_ProBlue]

Investment by @Porsche in Cellforce Group, a JV company with Customcells, targets Hi-energy density cells using @BASF 's HED(TM) NCM cathode. @Roskill_Info expect Hi-Ni NCM to dominate in 'performance' models, with LFP & Mn-rich cathodes widespread in 'everyday' models

[David Merriman @David_M_ProBlue]

@robertbaylis @JoseLazuen As @robertbaylis says, expecting to use a High Ni NCM type battery developed in conjunction with VW. Information is in MAN's Battery tech video for the Lion City E below. https://t.co/SN1hqpJkZT

[David Merriman @David_M_ProBlue]

Cobalt: Roskill’s keynote speech at the 2021 Cobalt Conference — Roskill https://t.co/sSoM4YSrmg via @Roskill_Info

[Cobalt Institute @CobaltInstitut]

David Brocas, Chair of the Cobalt Institute Executive Committee and Lead Cobalt Trader @Glencore releases the "State of the #cobalt market 2020" report.

The report, prepared by @Roskill_Info is the most comprehensive publicly available market overview to date.

[David Merriman @David_M_ProBlue]

@LeadingEdgeMtls @Roskill_Info I tend to believe China doesn't do coincidence 😄

[David Merriman @David_M_ProBlue]

A blow for Greenland Mineral's Kvanefjeld project and one that might see Shenghe looking in greater focus at other opportunities to source REE feedstock from different regions. #REE #RareEarths @Roskill_Info
https://t.co/YosgGAuhDE

[Kevin Gunan Shang @KevinGShang]

I am about to speak at International Battery Seminar on single-crystal nickel-based cathodes for Li-Ion batteries based on technology/market/cost analysis and research.

The contents are drawn from @Roskill_Info 's #Cathode and Precursor Materials Report

[David Merriman @David_M_ProBlue]

Last call for #Lithium Mine to Market webinar registrations! Some great presentations from @Roskill_Info analysts and from #Lithium industry participants.

https://t.co/21QnR5bSdD