WIN Metals’ Post

We’re looking forward to next week’s Fastmarkets Lithium Supply and Battery Raw Materials Conference! Ashish Patki, Director of Market Intelligence & Business Development at Arcadium Lithium, will participate in a panel discussion titled “The Future of Price: Are We Heading to the Next Super Cycle?” This session will address questions such as: · Will there be two-tiered pricing for raw materials?  · What is driving prices of lithium, nickel, cobalt, graphite, manganese and rare earth elements? · What can the previous pricing cycles tell us about the future? #ArcadiumLithium #Batteries #CriticalMinerals #ElectricVehicles #EVs #EnergyStorage #EnergyTransition #Lithium #LithiumIon #FastmarketsLBRM Fastmarkets BRM

Volt Resources (ASX: VRC) is pleased to provide an update on the Company’s customer development activities. Highlights: - As advised in ASX release of 11 June 2024 “Volt Starts Production Trials of Patent Pending High Purity and High Value precursor Anode Active Material”, our ultrahigh purity (99.95%) graphite is an important part of our future activities. - A large established lithium-ion battery graphite anode producer expressed interest in the ultra-high purity graphite product and has been sent a sample for their evaluation. - While the customer evaluation is ongoing, Volt plans to produce additional quantities of this product, continue product development efforts, and seek additional customers for product evaluation. - On product acceptance, Volt plans to enter into product offtake agreements to support the development of a high-purity graphite production facility. - In addition to the ultra-high purity graphite, a future graphite anode producer in North America expressed interest in our Bunyu graphite concentrate and will be sent a sample for their evaluation. Read more 👉 https://lnkd.in/gA3c3j78 Prashant Chintawar (PC) Asimwe Kabunga #battterymetal #electricvehicles #criticalminerals #asx #vrc #graphite #ira #resources #mining #inflationaryreductionact #trade

Over 7,500 tonnes of Lithium were produced in 2023 but, according to assessments by Benchmark, less than half was battery-grade. For this reason, and the increasing sophistication of lithium battery technology, it is anticipated that Lithium metal production will be a critical bottleneck for lithium battery cells. As we move through the completion of our Pre-Feasibility Study and into mine permitting at Falchani, the battery-grade material that the project is capable of producing without the need for additional refining becomes a significant advantage. Details🔗 https://buff.ly/3U74dEz #AmericanLithium #Lithium #LithiumCarbonate #CriticalMinerals

https://lnkd.in/dDdf9r4R "Global capacity for #Lithium metal production is insufficient to support the early commercial growth of the #Lithium metal battery industry, according to Benchmark Mineral Intelligence’s Solid-State and #Lithium Metal Forecast."🔋

🌎 Benchmark Lithium Infographic – The Evolving Global Landscape 📈 Lithium production will exceed 1 million tonnes LCE for the first time in 2024 and will more than double to 2.7 million by 2030. ⛏ While the majority of extraction occurs in South America and Australia, it is China that dominates the processing scene. In our latest infographic, The World of Lithium, Benchmark’s world class #lithium industry data is utilised to illustrate how the global lithium landscape is being transformed by #battery demand. Request Benchmark’s new lithium infographic here ➡ https://lnkd.in/eeBd3tDt Thanks to our sponsors: Evove AMG Lithium GmbH Arizona Lithium Limited (ASX:AZL) Hosokawa Micron Limited Latin Resources Limited LevertonHELM Mangrove Lithium JGM "When you need it yesterday" Surge Battery Metals

🗺️This map from Benchmark Mineral Intelligence charts every operating lithium mine and lithium chemical production facility as well as those in development for operation in 2030. Key stats for each region including ESG metrics are also shown. Explore the map and learn more about the World of Lithium!

On September 11, the market rumor global lithium battery giant CATL located in Jiangxi Yichun lithium mica concentrator would be shut down, and three smelters stopped, affecting the monthly output of more than 5,000 tons. Subsequently, lithium phosphate spot and futures prices have ushered in a rise, reaching 73,500 yuan/ton. Industry analysts say CATL's lithium mine shutdown is the main reason for production costs. #lithiumbattery #LFP32140 #NCM18650 #INR18650 #CATL #batterycell #lifepo4

On September 11, the market rumor global lithium battery giant CATL located in Jiangxi Yichun lithium mica concentrator would be shut down, and three smelters stopped, affecting the monthly output of more than 5,000 tons. Subsequently, lithium phosphate spot and futures prices have ushered in a rise, reaching 73,500 yuan/ton. Industry analysts say CATL's lithium mine shutdown is the main reason for production costs. #lithiumbattery #LFP32140 #NCM18650 #INR18650 #CATL #batterycell #lifepo4

Why understanding critical battery minerals is extremely important Below is a chart by Visual Capitalist using data from Transport & Environment (T&E) that shows the contents of a typical 60kWh Lithium Ion NMC battery, which make up the majority of battery installations in new vehicles. Understanding this composition of #electricvehicle batteries today is really important for 2 reasons: 1) Identifying new opportunities for mining and minerals processing. It takes years for new #mines and processing centres to develop, and all efforts to speed up this process to supply the exploding #EV market are extremely important. 2) Identifying new opportunities to diversify battery chemistries to lower costs and increase production. Tesla and several Chinese OEMs have (partially) pivoted towards using new battery chemistries, such as #LithiumIon Iron Phosphate, which are significantly cheaper, if less energy dense. #Tesla is now at around 50% of their #production using the cheaper iron phosphate #chemistry. #instanttorque

Battery Age Minerals ' recent discovery at Bleiberg presents significant opportunities in the booming semiconductor market, driven by high demand for critical minerals like germanium. Read More https://lnkd.in/gtpRNAWx #Germanium, #Semiconductors, #BleibergMine, #CriticalMinerals, #MarketTrends