American Salars’ Post

Like Tesla, good to see General Motors making evidence-based decisions instead of bowing to activist pressure. All projects - whether on land or on the deep-seafloor - must be judged on merit and I am confident nodules will outperform. As Benchmark found in a recent LCA of our NORI-D Project, we would outperform key land-based production routes for nickel, cobalt (representing ~90% of global supply) and copper (~20% of global supply) in almost every impact category analyzed. https://lnkd.in/eUfJYKaZ #deepseamining #criticalminerals #batteries #energytransition #electricvehicles Read the Benchmark NORI-D LCA: https://lnkd.in/e7ckCiMW

Great to see Science is being used as the basis for important decision rather than emotion and assumption. Look forward to this trend continuing. https://lnkd.in/gm-q8SA4

Good to see Tesla making evidence-based decisions vs. bowing to activist pressure. All projects - whether on land or on the deep-seafloor - must be judged on merit and I am confident nodules will outperform. As Benchmark found in a recent LCA of our NORI-D Project, we would outperform key land-based production routes for nickel, cobalt (representing ~90% of global supply) and copper (~20% of global supply) in almost every impact category analyzed. https://lnkd.in/e68AvNWc #deepseamining #criticalminerals #batteries #energytransition #electricvehicles Read the Benchmark NORI-D LCA: https://lnkd.in/e7ckCiMW

In the May issue of Battery Materials Review we discuss Tesla. Rightly or wrongly, Tesla is seen as a bellwether for the health of the EV sector and, as it embarks on what looks like a major restructuring, we discuss whether that is actually the case any longer? In our second feature article we discuss valuations of upstream assets and ask - how much is 1Mt of contained resource worth? Answer: Substantially less than it used to be worth and, in some materials, getting to the point where it's not worth exploring any longer... Subscribe to find out more! https://lnkd.in/dwvQ2V2 PLUS - All the all the usual news and analysis on the raw materials, batteries, EVs, Energy Storage sectors; our Exploration Tracker, Development Tracker, Finance Tracker and M&A tracker; our Gigafactory monitor; our Battery Supply Chain trade and consumption analysis; and Materials and Equities performance reviews. Want to understand what's going on in Battery Materials? Subscribe to Battery Materials Review - the only publication which tracks all the battery materials in one place, on a monthly basis. #investing #mining #miningexploration #evs #ev #electricvehicles #lithium #graphite #lithiumionbatteries #energystorage #electricandhybridvehicles #cobalt #nickel #ree #vanadium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #supplychain #emobility

Grid Battery Metals Inc.: Establishing industry-leading lithium properties in Nevada. Grid Battery Metals (TSXV: CELL, OTCQB: EVKRF, FRA: NMK2) is staged for success as it develops its world-class lithium properties in Nevada. It has been said many times that the shift to Electric Vehicles (EVs) in North America and throughout the globe is accelerating rapidly and that this is an undeniable consumer trend we are experiencing. Auto manufacturers worldwide are producing more EVs for sale each year, both in terms of the number of car and truck model options available for consumers and also in terms of the number of cars produced. Governments are stepping up with EV subsidies for both consumers and manufacturers, and auto manufacturers are increasing their manufacturing capacity. One example can be seen in the recent announcement by Tesla Inc. (NASDAQ: TSLA) to increase the capacity of a newly proposed Mexican manufacturing facility to produce over two million vehicles per year and commit to an investment of US$10 Billion in 2025. Find out more about Grid Battery Metals Inc. here https://lnkd.in/eJzM8xa6 or Contact Tim Fernback, MBA, CPA CMA CEO #lithium #nevada #criticalrawmaterials #batterymetals #batteries #energystorage #electricvehicles #inflationreductionact #USA

Some key energy highlights that I learned this week: 1. 💡 Tesla's Energy business is booming with the megapack and tesla powerwall driving huge growth over the past 1.5 years. it comes with a 31% gross profit margin which is nearly double the reporting 16% for automotive sales. 2. 🏗 A giant source of lithium was discovered in Arkansas - known as "white gold" as the key input to batteries today. It turns out that Exxon owns a lot of the land and mining rights so will be interesting to see how US develops our own lithium mining opportunities. 3. 💰 General catalyst committed to a $900M+ round for Pacific Fusion as they build out their fusion capabilities. The key opportunity will be around regulatory pressures and bringing this to market in the next 10 years if possible. Lowering electricity costs by a factor of 10x in a clean reliable manner has untold benefits to society.

#Lithium - the cornerstone of rechargeable batteries and a driving force behind the global shift towards electric vehicles. Over the past 3 years, the boom has brought lithium into the limelight, elevating it to one of the world's most vital commodities. As suppliers to the #automotive industry, we at Metallon Metals understand the pivotal role that lithium and other metals play in shaping the future of transportation. From powering electric cars to revolutionizing energy storage solutions, these metals are at the forefront of innovation. The once niche market for lithium has rapidly evolved and expanded in response to the unprecedented rollout of electric vehicles worldwide. At Metallon Metals, we're proud to be part of this transformative journey, supplying the essential metals that drive progress in the automotive industry. #electricvehicles #metals #ev #batteries

🔋 L&F, a major supplier of cathode active materials (“CAMs”) out of South Korea, has been awarded a $6.8B contract to an undisclosed European cell producer. L&F will supply 176 kt of CAM from January 2025 through December 2030. The deal marks the first time a Korean company has entered into a CAM supply agreement with a European customer. The Korean Economic Daily Global rumored the deal involved Northvolt, Europe’s largest EV battery maker, by deducing that Northvolt is the only company that can make use of that volume of CAM. Furthermore, L&F and Northvolt were expected to sign a broader $15B deal, as announced in October 2023. L&F flagship product is a high-nickel NCMA cathode, with 77% of product going to LG Energy Solution and Tesla. The new deal is intended to diversify L&F’s customer base. 💡 Adamas take: The average 22 GWh/yr of cell production implied in 176 kt CAM could be deployed by a number of cell companies in Europe from 2025, however, given the buildup of datapoints pointing to an L&F-Northvolt tie-up, the rumor offers credibility. The entrance of Korean CAM into Europe has been long anticipated. Geopolitically, the union makes sense, although logistics are challenging. Chinese companies are increasingly opting to set up shop within Europe itself, as evidenced by the Hunan Yuneng news piece. --- 📄 The above is an extract from the EV Battery Lithium Monthly service, led by Adamas lithium analyst, Christopher Williams. 📩 Contact Adamas Intelligence for more info #lithium #batteries #electricvehicles https://lnkd.in/gUTbmszY

🔋 Powering the Future: Lithium Shortages, EVs, and China’s Strategic Edge 🔋 The race to meet the growing demand for electric vehicles (EVs) has brought global attention to the critical role of lithium – the key element in most EV batteries. But with rising demand comes a looming challenge, lithium shortages. In my latest article on Mediterranean Silk Roads, I explore the strategic implications of this supply chain crunch and how China is shaping the future of the lithium market. From economic leverage to geopolitical power plays, the stakes couldn’t be higher. 🌍 🔎 Read the full article here: https://lnkd.in/d2UGt2sM Let’s discuss how this will impact global markets and the transition to a greener future! #Lithium #ElectricVehicles #EV #China #StrategicEdge #Sustainability #GlobalTrade #EnergyTransition #Geopolitics

🖥️𝗩𝗶𝗱𝗲𝗼 | Quarterly Battery Materials Market Update | Nov 2024 | Watch here https://okt.to/8NwtsP for a concise overview of key developments in the battery materials market, covering electric vehicles, lithium, cobalt, nickel and more. Topics discussed in the November update: · EV market update: tariff wars heat up · Lithium: production cuts · Cobalt: Chinese exports increase · Nickel: uncertainty reigns #battery #metal #EV #lithium #cobalt #nickel