Lithium Spot Prices Up ~900% Since January 2020

Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000

In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]

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Lithium Prices Up ~900% Since January 2020

Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000

In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]

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The Metals Company Announces Successful Trial Of Its Riser Pipe & Jumper Hose

Credit to Author: Johnna Crider| Date: Sat, 21 May 2022 19:12:31 +0000

TMCThe Metals Company and Allseas have announced the successful deepwater commissioning of its riser pipe and jumper hose. These tools are designed to lift polymetallic nodules from the seafloor to the surface. The nodules typically fit inside the palm of your hand (they sent me one in 2020 as a sample back when they were […]

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We Don’t Need Nickel From Russia

Credit to Author: Johnna Crider| Date: Fri, 15 Apr 2022 11:40:01 +0000

We don’t need nickel from Russia. There is a critical need for nickel and other EV battery metals worldwide, but we don’t need to get it from Russia. In March 2022, Morgan Stanley’s Adam Jonas shared worries about Russia’s outsized role in the nickel supply chain for EVs. CNBC’s Phil LeBeau then discussed the note […]

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Over 90% of U.S. Lithium Imports From 2016–2019 Came from Argentina & Chile

Credit to Author: U.S. Department of Energy| Date: Wed, 16 Feb 2022 12:00:24 +0000

US EV battery mineral importsThe United States imports many of the minerals used in EV batteries, such as cobalt, graphite, lithium, manganese, and nickel, with lithium being the predominant mineral. Although use of these minerals is not restricted to battery production for EVs, they are nonetheless important for meeting the increasing demand for EV production. From 2016–2019, over 90% […]

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Tesla Shanghai Model 3 May Go Cobalt-Free Using CATL’s LFP Cells — Diving Deeper

Credit to Author: Dr. Maximilian Holland| Date: Tue, 18 Feb 2020 16:37:54 +0000

Tesla is in talks with battery producer CATL to supply lithium-iron-phosphate (LFP) cells for the Shanghai-made Tesla Model 3, according to a report by Reuters

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New South African Lithium-Ion Cell Mega-Factory, Plans For 32 GWh/Year By 2028

Credit to Author: Remeredzai Joseph Kuhudzai| Date: Mon, 10 Feb 2020 02:34:00 +0000

The battery storage market in South Africa is expected to grow significantly going forward as companies and homes look to cushion themselves from ongoing electricity blackouts. Eskom, the stated-owned utility company, has been battling to keep the lights on during peak demand hours. Electricity blackouts are expected for at least another 18 months according to some reports

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