Per KALVIG

Senior Researcher (retired), Center for Minerals & Materials (MiMa).
Focus on mineral intelligence & circular economy. RT's and follows not = endorsement.

[The Club of Rome @ClubOfRome]

Today is #EarthOvershootDay for 2024. Our demand for ecological resources and services now exceeds what the Earth can renew this year. How many 🌍 does your country require to sustain itself in a year? To make a difference & learn more @EndOvershoot ➡️
🔗https://t.co/ZkiHnfSnWx

[Daniel Jimenez Sch @D_Jimenez_Sch]

New version of this ever evolving web...
Comments and corrections are very welcome!

[Rare Earth Review @rare_review]

Malaysian PM wants to stop exporting rare earth materials for electric-car parts
#rareearth #Malaysia #news
https://t.co/C3hPCuDeMD

[Simon Moores @sdmoores]

Crazy to think @benchmarkmin is now tracking 379 (!) gigafactories with a potential capacity of 9.1TWh by 2035.

Easy to see how the conversation has completely shifted to critical minerals & the great raw material disconnect between mine & EV battery plant.

https://t.co/3ziurBgfuF

[RAREX - Phosphate Enabled Rare Earths ASX:REE @rarex_asx]

Major resource upgrade out today for $REE

Cummins Range now 2nd largest #rareearths project in Australia and on its way to becoming the largest.

[Simon Moores @sdmoores]

There are lots of different electric vehicles with lots of different lithium ion battery types.

Each battery type impacts critical mineral demand differently.

@benchmarkmin infographic outlined this trend nicely from @Tesla Semi to Ford F-150 to Tata Motors Tiago:

[Per KALVIG @KalvigPer]

https://t.co/D7s5CLkKlK

[Simon Moores @sdmoores]

The lithium ion battery industry has shifted from start up to scale up.

And with it we leave the Giga-era and enter the Tera-era

In 2023, Benchmark forecasts production to top 1TWh… #EV #ElectricVehicles @benchmarkmin

[Innovation News Network @InnoNewsNetwork]

GEUS’ Per Kalvig emphasises the importance of increasing the global production of rare earths and highlights Greenland’s vast reserves.
#Energy #CriticalMinerals #RareEarths #GreenFuture
https://t.co/eEBosVqgUp

[Per KALVIG @KalvigPer]

Graphite poised to do a lithium  https://t.co/CqhpFm5HJC

[Per KALVIG @KalvigPer]

PRC RE-related output H1 2022 and Quota; The Also-Rans; F-35 production stopped for Chinese SmCo magnets; US/EU-Rare Earth Policy; MP's case; Shenghe investor call; Neo's poison pill;, by @giti_sg https://t.co/EcwR35ZNCm

[Daniel Jimenez Sch @D_Jimenez_Sch]

Our August 22 version of the increasingly integrated LIB supply chain.
OEMs and Battery manufacturers realizing the most effective way to secure Li feedstock is to integrate upstream through equity or loans to Li miners.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - The top 20 copper mines by production capacity

[Simon Moores @sdmoores]

The cost of lithium ion batteries is plateauing.

The easier economies have been met thru Giga scale, now the limiting factor on supply chain is mining & refining.

Up to 80% BOM cost is minerals, metals, chemicals. @benchmarkmin

To dominate EVs and batteries, you need mining

[Per KALVIG @KalvigPer]

https://t.co/VVTj5SxZ0y

[Elements @VCElements]

Visualized: Battery Vs. Hydrogen Fuel Cell 🔋

https://t.co/uw5gTAZ3KN

[Arafura Rare Earths @ARULtd]

Great news!

We’re pleased to share that Arafura has signed a non-binding MoU with global conglomerate, @GErenewables to deliver a sustainable supply chain of NdPr.

Both parties will negotiate a long-term sales agreement – we will keep you updated!

[Per KALVIG @KalvigPer]

https://t.co/64XVJALdmm

[Per KALVIG @KalvigPer]

https://t.co/5t0lZ8GNfO

[Per KALVIG @KalvigPer]

UK’s first Critical Minerals Intelligence Centre to help build a more resilient economy https://t.co/pIvp2q0u6l