Bosch launches 48V battery project in China

German automotive components supplier Bosch has launched a 48-volt battery project in Wuxi, East China's Jiangsu province, the city government announced Thursday. Construction of the workshops and facilities has started, according to local officials. The 48-volt batteries are expected to be widely used in both electric and fuel vehicles, according to Bosch Automotive Systems (Wuxi) Co Ltd, the subsidiary company Bosch set up in 2015 which is running the project. 

The project is expected to generate revenue of up to 8.7 billion yuan ($1.38 billion) annually after being put into operation in 2021. Bosch will continue supplying powertrain systems in China to help promote the electrification of China's auto industry and achieve zero-emissions, said an executive with Bosch's Powertrain Solutions Division. Bosch signed a memorandum of understanding on strategic cooperation with the Wuxi government last year. The two sides vowed to work together on developing automotive batteries and promoting electrification of the automobile industry.

Source: Xinhua Finance Agency LINK

What if China corners the cobalt market?

It is widely known that more than half of the world’s cobalt reserves and production are in one dangerously unstable country, the Democratic Republic of Congo. What is less well known is that four-fifths of the cobalt sulphates and oxides used to make the all-important cathodes for lithium-ion batteries are refined in China. (Much of the other 20% is processed in Finland, but its raw material, too, comes from a mine in Congo, majority-owned by a Chinese firm, China Molybdenum.) 

On March 14th concerns about China’s grip on Congo’s cobalt production deepened when GEM, a Chinese battery maker, said it would acquire a third of the cobalt shipped by Glencore, the world’s biggest producer of the metal, between 2018 and 2020—equivalent to almost half of the world’s 110,000-tonne production in 2017. This is likely to add momentum to a rally that has pushed the price of cobalt up from an average of $26,500 a tonne in 2016 to above $90,000 a tonne. It is not known whether non-Chinese battery, EV or consumer-electronics manufacturers have done similar, unannounced deals with Glencore. 

But Sam Jaffe of Cairn Energy Research Advisors, a consultancy, says it will be a severe blow to some firms. He likens the outcome of the deal to a game of musical chairs in which Chinese battery manufacturers have taken all but one of the seats. “Everybody else is frantically looking for that last empty chair.” Mr Jaffe doubts the cobalt grab is an effort by Chinese firms to corner or manipulate the market for speculative ends. Instead, he says, they are likely to be driven by a “desperate need” to fulfil China’s ambitious plans to step up production of EVs. 

Full Article: LINK

Leading Edge Materials Initiates Research on Hafnium and Zirconium Extraction from Norra Kärr in Sweden

Leading Edge Materials Initiates Research on Hafnium and Zirconium Extraction from Norra Kärr Rare Earth Element Project, Sweden Vancouver, Canada – Leading Edge Materials Corp. (“Leading Edge Materials”) or (“the “Company”) (TSXV:LEM) (OTCQB: LEMIF) (Nasdaq First North: LEMSE) is pleased to provide an update on the first of a range of research projects aimed at capturing added value opportunities for the Norra Kärr rare earth element (“REE”) project in Sweden. A Pre-Feasibility Study completed on Norra Kärr in 2015 (“PFS”) identified a range of opportunities to improve project economics while reducing capital expenditure and minimizing the environmental footprint of the project. 

 

The Norra Kärr mine project is a mine project located in southern Sweden in Jönköping County. Norra Kärr represents one of the largest zirconium reserves in Sweden having estimated reserves of 58 million tonnes of ore grading 1.7% zirconium metal. Wikipedia

 

Leading Edge Materials has partnered with a research team lead by Prof. Julien Leclaire at the Institut de Chimie et Biochimie Moléculaires et Supramoléculaires (“ICBMS”) in Lyon, France to investigate the extraction and separation of hafnium and zirconium from a process material previously considered to be waste. Prof. Leclaire has worked extensively on highly selective extraction systems that apply carbon dioxide to form reversible extractive agents, with a focus on REEs in both primary and waste materials. 

 

Bosch will not enter battery cell production for EVs

BERLIN (Reuters) - Germany's Robert Bosch [ROBG.UL], the world's biggest automotive supplier, has decided against producing its own battery cells, saying the billions of euros of investment needed was too risky.

The decision is a blow to European politicians and car manufacturers who have called for companies to band together to create a regional battery cell producer to compete with Asian players such as Samsung and Panasonic.

"Given dynamic external market factors that can only be predicted with difficulty, it is unclear whether this investment would pay off for Bosch, and when," Bosch said in a statement on Wednesday.

Bosch had said it would only consider making battery cells if there was a chance it could capture a fifth of that market by 2030, a move it said would require about 20 billion euros (£17.7 billion) of investment to create 200 gigawatt hours of capacity.

"In the overall interest of the company, such an investment is not justifiable," Rolf Bulander, head of mobility solutions said on a conference call. "For new entrants, market conditions are more than challenging."

Full article: LINK

 

Sandvik invests $24 million in plant to make titanium and nickel powder for 3D printing

[ASM International, February 25, 2018] Sandvik, Sweden, announces that it will invest about $24.5 million in a new plant for manufacturing titanium and nickel fine metal powders within Sandvik Materials Technology. The investment will complement the existing powder offering and strengthen Sandvik’s position in the rapidly growing markets for metal powder and metal additive manufacturing. Sandvik has an industry leading position already today in the production and sale of fine metal powders. Stainless steel, nickel-base, and cobalt-chromium alloys are manufactured in the United Kingdom and Sweden. Powders are sold across Europe, North America, and Asia through the Osprey brand.
 

 

The demand for metal powder for additive manufacturing is expected to increase significantly in the coming years. Titanium and nickel alloys are key growth areas in the field of additive manufacturing, accounting for a significant portion of the metal powder market.

“This investment is an enabler for future growth and means that we are expanding our metal powder offering to include virtually all alloy groups of relevance today. In addition, it will also support the overall additive manufacturing business at Sandvik”, says Annika Roos, Head of product area Powder at Sandvik Materials Technology.

“The metal powder segment and the additive manufacturing business are of increasingly strategic importance to us,” says Göran Björkman, President of Sandvik Materials Technology.

The facility will be located in Sandviken, Sweden, near the in-house titanium raw material supply and the center for additive manufacturing. It is expected to be operational during 2020.

www.sandvik.com

EU Battery Alliance Delivers Strategic Plan to Develop Large Scale Lithium Ion Battery Industry in Europe

Vancouver, Canada – Leading Edge Materials Corp. (“Leading Edge Materials”) or (“the Company”) (TSXV:LEM) (OTCQB: LEMIF) (Nasdaq First North: LEMSE) is pleased to share the major priority recommendations of the EU Battery Alliance, which were delivered in Brussels on Friday 23rd February as part of the EU Industry Days. The EU Battery Alliance was established by Vice-President for Energy Union Maroš Šefčovic on October the 11th 2017 following a high-level meeting with Europe’s leading industrial companies.

Leading Edge Materials is proud to be an active raw material industry representative within the EU Battery Alliance, which is comprised of more than 50 of Europe’s strongest corporate voices within the emerging lithium ion battery sector, plus numerous support and government agencies. Leading Edge Materials is the only potential supplier of natural graphite anode material within the Alliance, which allowed the Company’s voice to be clearly heard with regard to the sustainable supply of European raw materials.

The EU Battery Alliance was formed in response to the recognition that despite world-leading fundamental research and a broad customer base particularly in the automotive industry, Europe is not playing a significant role in the industrial production of lithium ion batteries. European Commission research estimates that by 2025, the European battery market will have an annual value in the order of €250 billion, reflecting approximately 200 GWh of energy storage capacity per year, an industry too large to be left to global competitors.

Battery Breakthrough Company Feature: ALD NanoSolutions

There is an ongoing boom in the materials supply chain industry to supply the Electrical Vehicle manufacturers with battery materials. There are a number of concerns in the supply of the actual materials (e.g. Lithium, Cobalt and graphite). The technological aspects are also still broad,  however it seems very likely that ALD will play a role for some of the technologies for producing future lithium batteries that we will use in basically all devices ranging from communication (smart phones) and for transportation (cars, trucks, trains, ships, airplanes). 

Alumina ALD Coating on LiCoO₂ cathode particles showing a clear improvment in battery cyclability. The ALD coated material (red) shows improved capacity retention compared to uncoated (black). (ALD Nano)

ALD Nano in Boulder Colorado is the pioneer in this technology area and has recently announced scaling up their technology to run high volume of powder (3000 kg/day). They have developed a Spatial vibrationg technology refered to as Continious Vibrating Reactor - CVR.

The scientific, process development and engineering teams at ALD Nano have spent considerable resources over the past few years rapidly developing this first-of-its-kind technology from research scale, bench-top to the current commercial-scale systems. A continuous vibrating reactor, or CVR, provides ALD coating capacity of more than three tons per day and 1,200 tons per year of particle materials. These techniques gained from equipment development open up new pathways for ALD Nano's growth. The CVR is a spatial ALD reactor system and can also be utilized for MLD techniques, run at atmospheric or pressurized conditions, and fitted with various features such as plasma. [LINK]

It seems to me that their technology is mature for high volume manufacturing of powder materials and that they "simply" by scaling the number and/or the size of plants can supply the know how and hardware for full scale production for any big player in the battery materials supply chain. 

ALD Nano was recently highlighted by the Colorado Cleantech Industries Association (CCIA) and here is the information given by their CEO, Wayne Simmons:

Battery Breakthrough Company Feature: ALD NanoSolutions

CCIA [LINK] : We asked several companies “What are the critical changes in the battery industry landscape that will have a strategic impact on your success?” This week, we’re highlighting ALD NanoSolutions.

Wayne Simmons, CEO

Lithium ion batteries for electric vehicles, consumer electronics, and distributed energy storage, along with new versions of lead acid batteries for vehicle start-stop fuel efficiency strategies, are driving today’s growth in the battery energy storage market. Longer term, grid-scale batteries will generate a large impact too. Overall, the dramatic changes and expansion of the battery industry are creating huge new materials markets. Every major chemical and advanced materials company in the world is attracted to this opportunity. However, for new devices like EVs to take meaningful market share, the materials for electrodes, electrolytes, and other battery components need to be engineered at the nanometer, or even atomic, scale. It is this demand for engineering new materials that improve energy storage, safety, and power management metrics, combined with the desired cost stack of inputs to the final battery price, that has a big impact on ALD Nano’s business. The key for us to succeed is to enable the new battery materials with atomic layer deposition technologies that not only solve various technical challenges to reach performance metrics, but can also scale at very low cost.

About ALD NanoSolutions  ALD NanoSolutions (ALD Nano) is creating cost-effective advanced materials through its unique portfolio of atomic layer deposition technologies to transform industries.