@vanzandt do you think the opening of USA borders in november to Europe and the other countries, will be a positive catalysis for the airlines stocks was thinking yesterday build a position in DAL when i saw the sell off.
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@vanzandt do you think the opening of USA borders in november to Europe and the other countries, will be a positive catalysis for the airlines stocks was thinking yesterday build a position in DAL when i saw the sell off.
Hey Van I love your rational on copper tying into EV cars... did you know each TESLA has 2 oz's of silver in it-- and did you know the most expensive element in an EV battery-- COBOLT.
So one thing I am thinking is who makes batteries without copper? Has someone like VW figured that out? It would be a game changer. Also when Cobolt became too expensive TESLA found a way around...
Cobalt is the most expensive material used in batteries, so eliminating it from the mix was expected help to electric vehicles become as affordable as those that run on gas. Tesla now says it can make a $25,000 electric vehicle — $10,000 less than its cheapest model — because of the improvements it’s made to its batteries, including axing cobalt.
“It’s absolutely critical that we make cars that people can people can actually afford,” Musk said today. “Affordability is key to how we scale.”
The “blood diamond of batteries.”
Cobalt has also been called the “blood diamond of batteries.” That’s because it’s been mined in a way that’s endangered child workers and wrecked the environment in the Democratic Republic of Congo. A lawsuit filed against Tesla, Apple, Alphabet, Dell, and Microsoft in December by an international human rights group alleges that the companies make their products with cobalt mined by young children. Tesla started working with Chinese battery company Contemporary Amperex Technology Ltd. (CATL) to develop batteries that use little-to-no cobalt, Reuters first reported in May.
I wonder if they would work on a non copper battery the same way?
Working with a different kind of battery will come with new challenges. The push to use less cobalt has driven up demand for another metal replacing it in batteries: nickel. Musk urged mining companies to dig up more nickel during a July earnings call and did so again during Battery Day.
Nickel?
So one thing I am thinking is who makes batteries without copper? Has someone like VW figured that out? It would be a game changer. Also when Cobolt became too expensive TESLA found a way around...
Cobalt is the most expensive material used in batteries, so eliminating it from the mix was expected help to electric vehicles become as affordable as those that run on gas. Tesla now says it can make a $25,000 electric vehicle — $10,000 less than its cheapest model — because of the improvements it’s made to its batteries, including axing cobalt.
“It’s absolutely critical that we make cars that people can people can actually afford,” Musk said today. “Affordability is key to how we scale.”
The “blood diamond of batteries.”
Cobalt has also been called the “blood diamond of batteries.” That’s because it’s been mined in a way that’s endangered child workers and wrecked the environment in the Democratic Republic of Congo. A lawsuit filed against Tesla, Apple, Alphabet, Dell, and Microsoft in December by an international human rights group alleges that the companies make their products with cobalt mined by young children. Tesla started working with Chinese battery company Contemporary Amperex Technology Ltd. (CATL) to develop batteries that use little-to-no cobalt, Reuters first reported in May.
I wonder if they would work on a non copper battery the same way?
Working with a different kind of battery will come with new challenges. The push to use less cobalt has driven up demand for another metal replacing it in batteries: nickel. Musk urged mining companies to dig up more nickel during a July earnings call and did so again during Battery Day.
Nickel?
No I do not. But business travel has started! <-- That's where the lift will come from. I think most folks will talk a good game but end up not traveling that much for now.
It'll help immensley. And even if the passengers aren't premium customers, just adding more flights will significantly boost revenue because they'll be stuffing those cargo bins full with freight , and you can bet they'll be getting top dollar per pound because they'll have no lack of customers willing to pay the price.
Last thing on the copper EV connection-- recycling. As that drastically picks up copper is recovered and re used.
Volkswagen is doing the same, but has also recently opened its first recycling plant, in Salzgitter, Germany, and plans to recycle up to 3,600 battery systems per year during the pilot phase.
"As a result of the recycling process, many different materials are recovered. As a first step we focus on cathode metals like cobalt, nickel, lithium and manganese," says Thomas Tiedje, head of planning for recycling at Volkswagen Group Components.
"Dismantled parts of the battery systems such as aluminium and copper are given into established recycling streams."
Renault, meanwhile, is now recycling all its electric car batteries - although as things stand, that only amounts to a couple of hundred a year. It does this through a consortium with French waste management company Veolia and Belgian chemical firm Solvay.
"We are aiming at being able to address 25% of the recycling market. We want to maintain this level of coverage, and of course this would cover by far the needs of Renault," says Jean-Philippe Hermine, Renault's VP for strategic environmental planning.
"It's a very open project - it's not to recycle only Renault batteries but all batteries, and also including production waste from the battery manufacturing plants."
Image
The issue is also receiving attention from scientific bodies such as the Faraday Institution, whose ReLiB project aims to optimise the recycling of EV batteries and make it as streamlined as possible.
"We imagine a more efficient, more cost-effective industry in future, instead of going through some of the processes that are available - and can be scaled up now - but are not terribly efficient," says Dr Anderson, who is principal investigator for the project.
Currently, for example, much of the substance of a battery is reduced during the recycling process to what is called black mass - a mixture of lithium, manganese, cobalt and nickel - which needs further, energy-intensive processing to recover the materials in a usable form.
Manually dismantling fuel cells allows for more of these materials to be efficiently recovered, but brings problems of its own.
"In some markets, such as China, health and safety regulation and environmental regulation is much more lax, and working conditions wouldn't be accepted in a Western context," says Gavin Harper, Faraday Institution research fellow.
"Also, because labour is more expensive, the whole economics of it make it difficult to make it a good proposition in the UK."
The answer, he says, is automation and robotics: "If you can automate that, we can pull some of the danger out of it and make it more economically efficient."
THUS->
Li-Cycle Holdings Corp. (LICY)
$11.09+0.09 (+0.82%)
As of 1:43PM EDT.
Volkswagen is doing the same, but has also recently opened its first recycling plant, in Salzgitter, Germany, and plans to recycle up to 3,600 battery systems per year during the pilot phase.
"As a result of the recycling process, many different materials are recovered. As a first step we focus on cathode metals like cobalt, nickel, lithium and manganese," says Thomas Tiedje, head of planning for recycling at Volkswagen Group Components.
"Dismantled parts of the battery systems such as aluminium and copper are given into established recycling streams."
Renault, meanwhile, is now recycling all its electric car batteries - although as things stand, that only amounts to a couple of hundred a year. It does this through a consortium with French waste management company Veolia and Belgian chemical firm Solvay.
"We are aiming at being able to address 25% of the recycling market. We want to maintain this level of coverage, and of course this would cover by far the needs of Renault," says Jean-Philippe Hermine, Renault's VP for strategic environmental planning.
"It's a very open project - it's not to recycle only Renault batteries but all batteries, and also including production waste from the battery manufacturing plants."
The issue is also receiving attention from scientific bodies such as the Faraday Institution, whose ReLiB project aims to optimise the recycling of EV batteries and make it as streamlined as possible.
"We imagine a more efficient, more cost-effective industry in future, instead of going through some of the processes that are available - and can be scaled up now - but are not terribly efficient," says Dr Anderson, who is principal investigator for the project.
Currently, for example, much of the substance of a battery is reduced during the recycling process to what is called black mass - a mixture of lithium, manganese, cobalt and nickel - which needs further, energy-intensive processing to recover the materials in a usable form.
Manually dismantling fuel cells allows for more of these materials to be efficiently recovered, but brings problems of its own.
"In some markets, such as China, health and safety regulation and environmental regulation is much more lax, and working conditions wouldn't be accepted in a Western context," says Gavin Harper, Faraday Institution research fellow.
"Also, because labour is more expensive, the whole economics of it make it difficult to make it a good proposition in the UK."
The answer, he says, is automation and robotics: "If you can automate that, we can pull some of the danger out of it and make it more economically efficient."
THUS->
Li-Cycle Holdings Corp. (LICY)
$11.09+0.09 (+0.82%)
As of 1:43PM EDT.
Sorry I can't stop it's so interesting.
A) Recycling<---
TOKYO -- Panasonic aims to make cobalt-free batteries available for Tesla's electric vehicles in two to three years, as the Japanese electronics manufacturer tries to keep pace with the U.S. automaker's ambitious mission to bring EVs into the mainstream quickly.
"Two or three years from now, we will be able to introduce a cobalt-free, high energy-density cell," Shawn Watanabe, head of energy technology and manufacturing at Panasonic of Japan, said Wednesday during an onlinesession at CES, the world's biggest consumer electronics and technology expo.
The cobalt used in lithium-ion batteries for EVs keeps their prices high. Batteries, in turn, typically account for 30% to 40% of the cars' cost.
Will Panasonic next turn to eliminating Copper?
Panasonic is a leading supplier of batteries for EVs, along with China's CATL and South Korea's LG Chem. It has been making batteries for Tesla since 2014.
Cobalt is used in the cathode of lithium-ion batteries. The cathode used to be made entirely of cobalt. Panasonic has reduced the cobalt content to 5% over the years. But production becomes more difficult as the amount of cobalt used is cut.
"Reducing cobalt makes it harder for us to manufacture, but ultimately does reduce the negative environmental impacts of batteries and reduce the cost," said Celina Mikolajczak, vice president of battery technology at Panasonic Energy of North America.
Electric vehicles have become a focus of global efforts to reduce emissions. In 2019, EVs accounted for just 2.6% of global car sales. Tesla, in partnership with Panasonic, is trying to change that.
In September, Tesla founder Elon Musk announced plans to roll out a $25,000 EV in three years. To achieve that goal, Musk said Tesla will make its own batteries and halve their cost.
Panasonic, which jointly operates Tesla's Gigafactory battery plant in Nevada, has struggled to turn the joint venture into a profitable business. That remains a challenge, but the venture is benefiting from a recent global push for EVs. Last June, the two companies signed a three-year pricing deal, and earlier in January, Tesla signed a deal for Panasonic to supply batteries to the automaker from its Japanese plant as well.
Panasonic is stepping up its own effort to cut battery costs, as seen in its recent partnership with Redwood Materials, a recycling startup founded by former Tesla Chief Technical Officer J.B. Straubel. The Nevada-based company recycles scrap from batteries and consumer electronics.
I think this is coming public soon... SPAC>?
"The materials we use are very valuable. ... We've always recycled," Mikolajczak said, referring to nickel, cobalt, aluminum, copper and other metals used in battery production. Panasonic's goal is to reuse those materials in battery production. "Obviously, our own scrap is not going to supply [all] our massive production, because it's only a very small fraction of what we produce," she said.
Redwood collects battery cells and other scrap from around the U.S.
"It's a steady stream of raw material, and that could become an appreciable part of our supply chain," Mikolajczak said.
It would seem to me as recycling amps the need for new copper falls.
A) Recycling<---
TOKYO -- Panasonic aims to make cobalt-free batteries available for Tesla's electric vehicles in two to three years, as the Japanese electronics manufacturer tries to keep pace with the U.S. automaker's ambitious mission to bring EVs into the mainstream quickly.
"Two or three years from now, we will be able to introduce a cobalt-free, high energy-density cell," Shawn Watanabe, head of energy technology and manufacturing at Panasonic of Japan, said Wednesday during an onlinesession at CES, the world's biggest consumer electronics and technology expo.
The cobalt used in lithium-ion batteries for EVs keeps their prices high. Batteries, in turn, typically account for 30% to 40% of the cars' cost.
Will Panasonic next turn to eliminating Copper?
Panasonic is a leading supplier of batteries for EVs, along with China's CATL and South Korea's LG Chem. It has been making batteries for Tesla since 2014.
Cobalt is used in the cathode of lithium-ion batteries. The cathode used to be made entirely of cobalt. Panasonic has reduced the cobalt content to 5% over the years. But production becomes more difficult as the amount of cobalt used is cut.
"Reducing cobalt makes it harder for us to manufacture, but ultimately does reduce the negative environmental impacts of batteries and reduce the cost," said Celina Mikolajczak, vice president of battery technology at Panasonic Energy of North America.
Electric vehicles have become a focus of global efforts to reduce emissions. In 2019, EVs accounted for just 2.6% of global car sales. Tesla, in partnership with Panasonic, is trying to change that.
In September, Tesla founder Elon Musk announced plans to roll out a $25,000 EV in three years. To achieve that goal, Musk said Tesla will make its own batteries and halve their cost.
Panasonic, which jointly operates Tesla's Gigafactory battery plant in Nevada, has struggled to turn the joint venture into a profitable business. That remains a challenge, but the venture is benefiting from a recent global push for EVs. Last June, the two companies signed a three-year pricing deal, and earlier in January, Tesla signed a deal for Panasonic to supply batteries to the automaker from its Japanese plant as well.
Panasonic is stepping up its own effort to cut battery costs, as seen in its recent partnership with Redwood Materials, a recycling startup founded by former Tesla Chief Technical Officer J.B. Straubel. The Nevada-based company recycles scrap from batteries and consumer electronics.
I think this is coming public soon... SPAC>?
"The materials we use are very valuable. ... We've always recycled," Mikolajczak said, referring to nickel, cobalt, aluminum, copper and other metals used in battery production. Panasonic's goal is to reuse those materials in battery production. "Obviously, our own scrap is not going to supply [all] our massive production, because it's only a very small fraction of what we produce," she said.
Redwood collects battery cells and other scrap from around the U.S.
"It's a steady stream of raw material, and that could become an appreciable part of our supply chain," Mikolajczak said.
It would seem to me as recycling amps the need for new copper falls.
Stoney,
You're coming along.
The Master Savant posted this in another thread way back in June.
This is the answer:
Now, after several years of research led by Lawrence Berkeley National Laboratory (Berkeley Lab), scientists have made significant progress in developing battery cathodes using a new class of materials that provide batteries with the same if not higher energy density than conventional lithium-ion batteries but can be made of inexpensive and abundant metals. Known as DRX, which stands for disordered rocksalts with excess lithium, this novel family of materials was invented less than 10 years ago and allows cathodes to be made without nickel or cobalt.
"The classic lithium-ion battery has served us well, but as we consider future demands for energy storage, its reliance on certain critical minerals exposes us not only to supply-chain risks, but also environmental and social issues," said Ravi Prasher, Berkeley Lab's Associate Lab Director for Energy Technologies. "With DRX materials, this offers lithium batteries the potential to be the foundation for sustainable battery technologies for the future."
The cathode is one of the two electrodes in a battery and accounts for more than one-third of the cost of a battery. Currently the cathode in lithium-ion batteries uses a class of materials known as NMC, with nickel, manganese, and cobalt as the key ingredients.
"I've done cathode research for over 20 years, looking for new materials, and DRX is the best new material I've ever seen by far," said Berkeley Lab battery scientist Gerbrand Ceder, who is co-leading the research. "With the current NMC class, which is restricted to just nickel, cobalt, and an inactive component made of manganese, the classic lithium-ion battery is at the end of its performance curve unless you transfer to new cathode materials, and that's what the DRX program offers. DRX materials have enormous compositional flexibility - and this is very powerful because not only can you use all kinds of abundant metals in a DRX cathode, but you can also use any type of metal to fix any problem that might come up during the early stages of designing new batteries. That's why we're so excited."
Van did you hear about this John Pail 1? Common' He will be Beatified after a miracle is recognized follow this-- the healing of a sick girl in 2011 - Instead of preying to anyone the hospital priest suggested they pray to John Paul 1:all prayers were exclusively addressed to him, the girl recovered. Miracle done. PLEASE!
Van you should be Beatified before this guy.
Van you should be Beatified before this guy.
Is Redwood Materials Stock on the Horizon?<--- YUM
Redwood Materials stock is not available at the current moment. However, this growing EV battery recycling company is gaining a lot of attention. Is a Redwood Materials IPO on the horizon? Let’s dig a little deeper and learn more about this innovative business with a high-profile owner.
Redwood Materials IPO Potential: Is Redwood Materials Stock Coming Soon?
In 2019, Tesla co-founder, JB Straubel, announced he was leaving the company to focus on his 2017 start-up Redwood Materials. This was a major blow to Tesla. In fact, JB spent 15 years at Tesla. Yet, he has remained involved through a senior advisory role.
This news immediately sparked a conversation in the EV world. So, what is Redwood Materials exactly? It’s a recycling start-up that is focused on the recycling of lithium-ion batteries and e-waste.
This is a space that not many companies have ventured into. And with JB Straubel at the helm, expectations are already going through the roof.
For example, Tesla has an astronomical market cap of $685 billion. Can JB take his start-up to the tens of billions? If so, Redwood Materials stock would become a mega-hit.
And for context, there aren’t many EV battery recycling companies on the market. The current industry leader – that is public – is American Manganese (OTCMKTS: AMYZF). It’s a penny stock with a market cap of around $30 million.
American Manganese Inc. (AMYZF)
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0.6666- no revenue little cash....
American Manganese Inc., a metals company, focuses on developing and commercializing a hydrometallurgical process for recycling lithium-ion batteries. The process provides the extraction of cathode metals, such as lithium, cobalt, nickel, manganese, and aluminum. The company is also engaged in the acquisition, exploration, and development of interests in mineral resource projects. Its projects include the Rocher Deboule property that consists of mineral claims covering approximately 1,016 hectares near New Hazelton, British Columbia; and the Lonnie property, which covers approximately 674 hectares in the Omineca mining division of British Columbia in Canada, as well as the Artillery Peak project that includes 30 unpatented mineral claims covering approximately 600 acres, and is prospective for manganese located in Arizona. The company was formerly known as Rocher Deboule Minerals Corporation and changed its name to American Manganese Inc. in January 2010. American Manganese Inc. was incorporated in 1987 and is headquartered in Surrey, Canada.