Green Battery Minerals’ Post

As an alternative to Lithium-ion, Lithium Sulphur is charging ahead! Earlier this year, Chrysler released a concept EV called the Chrysler Halcyon, powered by a lithium-sulphur battery. ✨It has a higher theoretical energy density/kg i.e. it would take a lighter battery to store the same amount of energy. ✨Sulphur is cheaper than nickel, manganese and cobalt Sulphur. It is a widely available by-product of oil and gas processing, with a global supply exceeding 75 million metric tonnes in 2023 compared to 11 million metric tonnes of cobalt global reserves. ✨Sulphur’s availability has a balanced global distribution, it is cheap and capable of storing large amounts of energy making it less susceptible to Geopolitical risks. At this stage, sulphur has the main challenge of fewer ‘charge-discharge’ cycles compared to lithium-ion battering. Source: S&P Global.

Is the EV Boom Busting? The battery minerals and metals industry is grappling with a range of conflicting perspectives. Some suggest that supply will struggle to meet future demand, while others point to oversupply and insufficient demand for these critical resources. Further complicating the landscape are geopolitical monopolies over key mineral processing capabilities, concerns over national security due to weak localized supply chains, the slower-than-expected transition to fully electric vehicles, and the economic pressures of emotion and logic driven climate oriented egislation. In my opinion, to address these challenges, the global market needs to diversify its focus by creating demand for minerals and metals beyond the electric vehicle sector. Urbanization, infrastructure development, and innovations in renewable energy technologies could play transformative roles. By aligning mining production with broader industrial requirements, the industry can reduce its reliance on the seemingly volatile EV market and establish a more resilient and sustainable foundation for transitional metals and minerals. #EnergyTransition #CriticalMinerals #SustainableMining #RenewableEnergy #InfrastructureDevelopment #EVMarket #GlobalSupplyChains #Urbanization #ClimateAction #BatteryMetals https://lnkd.in/gZEa5zH7

Lithium Universe (ASX:LU7) is positioning itself to fill what it believes will be a 700,000-tonne per year #lithium carbonate gap in the North American #electricvehicle market by establishing its own refinery in Canada. $LU7 #BULLSNBEARSWA The West Australian

The US had more than 3,400 tons of Li imported in 2023, with more than 94% coming from South America. The high import reliance causing the high Li price and traffic cost in the batteries industry. The recent finding of the Arkansas' Li source can be a huge advance for the batteries industry. This discovery could not only bolster U.S. supply chains but also reduce dependence on foreign sources of critical minerals. 🌍 With the world pushing toward net-zero, this find highlights the importance of domestic resources in the clean energy transition. Arkansas is now positioned to play a pivotal role in powering the future of sustainable technology. Read more here: https://lnkd.in/g5HHbE2B #CleanEnergy #Lithium #Sustainability #RenewableEnergy #CriticalMinerals #Innovation

With all the hype around commodities key to the energy transition, it is easy to overlook the sector's ability to innovate and substitute quickly. Copper is often referred to as the safest bet in this race, however cobalt and nickel, once seen as key supply chain input risks, are a warning shot having been successfully substituted out in latest lithium iron phosphates batteries that are now building market share in EV markets. The copper efficiency/recycling/substitute story is going to be an interesting one. https://lnkd.in/gg-pQjwp

According to reporting by Annie Lee in Bloomberg, we are moving rapidly into a future where cobalt is no longer a key mineral for batteries and energy transition. Thanks to the adoption of cobalt-free lithium iron phosphate, or LFP, batteries, use of cobalt is declining rapidly. Cobalt will still be needed for EV batteries, but having a greater diversity of minerals that are being used for those batteries creates more opportunities for diversification and therefore for a race to the top, which can be supported by automakers as they choose where they source their battery minerals from and how.

People who are adamantly opposed to anything other than internal combustion engines would like to tell you that whether you mine coal or cobalt, lithium, nickel or copper, it's all the same and it's all equally bad for the environment. So I took a look at the volume of this stuff we pull out of the ground. WORLDWIDE in 2023, we mined: 180,000 metric tons of Lithium; 230,000 metric tons of Cobalt; 3.6 million metric tons* of nickel; 22 million metric tons* of copper. During the same period of time, we mined *436 million metric tons* of coal IN THE UNITED STATES ALONE. And that was a drop from 570 million metric tons the year before. We’ve been leveling mountaintops in for coal for approximately the entirety of human civilization. This country alone simultaneously extracted TWELVE-POINT-NINE MILLION BARRELS OF OIL from the earth EVERY SINGLE DAY in 2023. Give it 10 years, and lithium isn't even going to be used in EV battery production any longer. Anyone trying to tell you that these things are equal in any way is either terrible at math, a liar, or both. *Note: A barely measurable percentage of this production is devoted to EV manufacturing. Based on estimates from the International Copper Association, by 2027, for example, we might see approximately 7% of copper production devoted to EVs. #ev #environment #oil #gas

The International Energy Agency forecast for a nett-zero trajectory supply requirements of 'battery' metals at 2035, and 'announced' projects (whatever you take that to mean). Notably, the forecast does not seem to show strong demand for graphite and rare earth, but does show a strong demand growth for lithium. This is a bit of a puzzler. Cobalt demand is also manageable under this set of assumptions, due to battery chemistries moving to exclude the conflict metal.

The road to 2050 #netzero emissions demands unprecedented volumes of #copper. As global #cleanenergy initiatives expand, the need for copper in electronics, wind and solar installations and EVs is set to nearly double by 2035. With current production only projected to increase by 20%, a significant supply gap looms, highlighting the key role of copper explorers. Ilala Metals holds 100% of the Central Copper Project on Botswana’s Kalahari Copper Belt, which is regarded to be one of the world’s most prospective areas for undiscovered copper deposits. https://lnkd.in/dZGybzhZ