Stijn Demeester

Rhythm is a banker

[electrive.net @ElectriveNet]

Chinese #battery manufacturer #SVOLT will not set up a manufacturing site in the German state of #Brandenburg. The company says it has reassessed its location strategy - and cannot resist taking a jab at German politicians, who make planning difficult. https://t.co/2voOLKUYuY

[Adamas Intelligence @AdamasIntel]

🚨 Volkswagen has postponed a fourth battery factory in Europe indefinitely, the German carmaker’s chairman Oliver Blume said this week.

#electricvehicles #batteries #lithium #nickel

Full scoop: https://t.co/vejePZdkCN

[Ive Marx @IveMarx]

Flexijobs zijn door de overheid zelf georganiseerde belastingontwijking. Als de overheid zelf geen normbesef aan de dag legt hoe kan ze dat dan verwachten van haar burgers?

[Harry Dempsey @harrydemps]

The repurposed zinc-lead smelter in Sardinia will be capable of recycling up to 600,000 used batteries from EVs by 2027

Glencore plans Europe’s biggest electric car battery recycling plant https://t.co/J0MocqT8xi

[All The Right Movies @ATRightMovies]

THE MATRIX was released 24 years ago today. One of the most iconic and groundbreaking movies of its generation, the making of story is a fascinating one.

A THREAD
1/25

[Antonia Zimmermann @zimmerfrau.bsky.social @_Zimmerfrau]

If this isn't great comms work I don't know what is.

[Kevin Gunan Shang @KevinGShang]

Natural #graphite is EU 🇪🇺critical raw material, and #battery-grade natural #graphite is strategic raw material.

#battchat

[Kevin Gunan Shang @KevinGShang]

South Korean #battery manufacturers LG Energy and SK On unveil #LFP battery prototypes. Samsung also announced to develop LFP batteries.

🇰🇷 companies used to look down on LFP but now flood to embrace it.

#battchat

[Kira Taylor @KiraTaylor15]

Critical raw material proposal is out, including targets for domestic supplies:
- At least 10% of EU annual consumption for extraction
- At least 40% of EU annual consumption for processing
- At least 15% of EU annual consumption for recycling,
https://t.co/Xplo5ni3t0

[Kevin Gunan Shang @KevinGShang]

Korean's L&F won a $2.9Bn order from #Tesla, a deal close to its 2022 revenue; Samsung SDI orders 10-year NCA CAM from Posco($32.6Bn).

Scale of contract means 1) competition for #cathode becomes increasingly intensified 2) demand for high #nickel cathode still strong #battchat

[Battery Bulletin @BatteryBulletin]

Ford to use LFP cells in Mustang Mach-E this year already - https://t.co/79fW7TqXy2 https://t.co/UP6cTTPZF8

[Daniel Jimenez Sch @D_Jimenez_Sch]

With LG now taking a stake at @PiedmontLithium, time for an updated chart.

[Jordyn Grzelewski @JGrzelewski]

That sound you hear is news breaking across Michigan/the autos beat... Ford to announce $2.5B battery plant in Marshall with Chinese partner https://t.co/D9RzARBUuZ via @detroitnews @rbeggin @bykaleahall @DanielHowes_TDN @DNBethLeBlanc

[Steve LeVine @stevelevine]

Trade press and Detroit News: On Monday, Ford to announce it's building an LFP battery plant for its F150 Lightning and Mach-E Mustang in Michigan. Last week, @Sen_JoeManchin told me the plant would be ineligible for IRA subsidies. https://t.co/nbEhhQaoQs

[Josh Spero @joshspero]

FT comments at their best

[Robert Baylis @robertbaylis]

POSCO signs US$32.6Bn CAM supply agreement with SDI. One of - if not the largest - deals I've seen (reported) between cell and CAM maker. At 2023 prices, this is north of 50KTpy for 10 years. It will also take ~25KTpy Ni and ~20KTpy LiOH to feed it. https://t.co/DTAVoxvPOc

[Correlation Economics @GoldForecast]

European #fertilizer production: Sep-2022 Vs. Jan-2023. Still a long way to go until full reopening.

[Bloomberg Green @climate]

Lithium demand has caught many forecasters by surprise, with booming electric vehicle sales causing consumption to double over the past two years https://t.co/ml5BBu3cdy

[Thematica @Thematicafunds]

Rio Tinto hunts for lithium deals, eyes Jadar revival.

Rio Tinto said on Tuesday is actively searching for lithium assets as it expects prices to remain high for a “long period of time”. https://t.co/r1675KZCRC

[Joe Lowry @globallithium]

Heard on the @globallithium podcast many times: #LFP (& carbonate) were written off prematurely. @AlbemarleCorp & @LiventCorp incorrectly called the market focusing too much on LiOH leading to misallocated capital. North America can & will make LFP.

https://t.co/RzW7B8P5Hb