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10-year agreement would see supply increase
The agreement provides for phased increases in sales over the first three years of the 10-year term.
Year one would involve 2,310 tonnes of purified spherical graphite (SpG) and 2,310t of fine; year two would see that raised to 3,600t each of both products; and year three would mean EcoGraf providing 10,200t of SpG and an equal quantity of fines.
Im dritten Jahr - bei voller Kapazität - würde EGR eine Produktion von rund 20'000 t auf die Wage bringen. Man darf also annehmen, dass diese Kapazitäten auch auf den Markt gebracht werden können für die Batterieindustrie. Ich frage mich jetzt, welche Mengen HPA im Verhältnis auf den Markt gebracht werden könnten, wenn...
Quantitäten?
Der Reinheitsgrad macht den Unterschied
Ausschließlich reinstes natürliches Graphit verarbeiten hingegen die Hersteller von Batterien und Lithium-Ionen-Akkumulatoren zu den Anoden ihrer Energiespeicher. Pro Kilowattstunde Leistung, die eine Batterie etwa in einem Elektro-Fahrzeug erbringt, brauchen sie 1,1 Kilogramm des schwarzen Minerals. Damit verbauen die Hersteller bis zu zehn Mal soviel Graphit wie Lithium.
https://www.technik-einkauf.de/rohstoffe/rohstoffe-a-z/roh…
Ich glaube irgendwo aufgeschnappt zu haben, dass pro Batterie 5 kg HPA benötigt wird. Quelle finde ich leider nicht mehr. Ich gehe mal von der durchschnittlichen Leistung eines Wagens aus, also rund 50 kW - entspricht in etwa rund 50 kg Graphite/Batterie. rund 1/10 macht dann das HPA aus.
Von dieser sehr einfachen und auch Fehler behafteten Annahme könnte FYI alleine rund 2 Tonnen HPA in den Batteriemarkt reindrücken.
The agreement provides for phased increases in sales over the first three years of the 10-year term.
Year one would involve 2,310 tonnes of purified spherical graphite (SpG) and 2,310t of fine; year two would see that raised to 3,600t each of both products; and year three would mean EcoGraf providing 10,200t of SpG and an equal quantity of fines.
Im dritten Jahr - bei voller Kapazität - würde EGR eine Produktion von rund 20'000 t auf die Wage bringen. Man darf also annehmen, dass diese Kapazitäten auch auf den Markt gebracht werden können für die Batterieindustrie. Ich frage mich jetzt, welche Mengen HPA im Verhältnis auf den Markt gebracht werden könnten, wenn...
Quantitäten?
Der Reinheitsgrad macht den Unterschied
Ausschließlich reinstes natürliches Graphit verarbeiten hingegen die Hersteller von Batterien und Lithium-Ionen-Akkumulatoren zu den Anoden ihrer Energiespeicher. Pro Kilowattstunde Leistung, die eine Batterie etwa in einem Elektro-Fahrzeug erbringt, brauchen sie 1,1 Kilogramm des schwarzen Minerals. Damit verbauen die Hersteller bis zu zehn Mal soviel Graphit wie Lithium.
https://www.technik-einkauf.de/rohstoffe/rohstoffe-a-z/roh…
Ich glaube irgendwo aufgeschnappt zu haben, dass pro Batterie 5 kg HPA benötigt wird. Quelle finde ich leider nicht mehr. Ich gehe mal von der durchschnittlichen Leistung eines Wagens aus, also rund 50 kW - entspricht in etwa rund 50 kg Graphite/Batterie. rund 1/10 macht dann das HPA aus.
Von dieser sehr einfachen und auch Fehler behafteten Annahme könnte FYI alleine rund 2 Tonnen HPA in den Batteriemarkt reindrücken.
Thyssen passt da sehr gut hinein als möglicher Abnehmer von HPA - weil ---->
Thyssen Krupp (FRA: 750000) strebt eine strategische Rolle in der europäischen Lieferkette für Batterierohstoffe an. Mit diesem Ziel vor Augen hat die thyssenkrupp Materials Trading GmbH jetzt eine Vereinbarung mit der australischen EcoGraf Limited (ASX: EGR; FRA: FMK) abgeschlossen, die den Verkauf von Batteriegraphit und weiteren Graphitprodukten aus der geplanten Ecograf-Raffinerie in Kwinana in Westaustralien sichern soll. Die Vereinbarung bezieht sich auf den Verkauf von gereinigtem Kugelgraphit (Sphärisches Graphit, SpG) als Anodenmaterial für Batterien und das Nebenprodukt Feingraphit. https://goldinvest.de/aus-der-redaktion/29-ecograf-ltd-redak…
Aber auch Sojitz wäre denkbar, jedoch als Abnehmer und Vertriebler für den asiatischen Raum! Die Fäden laufen über Andrew Spinks zusammen, welcher scheinbar Aktienanteile an FYI hält.
Hier --> Kibaran Resources Limited (ASX: KNL) is pleased to announce that it has signed a binding exclusivity agreement with Japanese commodities trading giant Sojitz Corporation for the supply of graphite concentrate produced at its Epanko project in Tanzania.
Under the agreement, Kibaran will be the sole supplier of Tanzanian graphite to Sojitz for distribution into markets including Japan, Korea and Taiwan. Sojitz is in turn a major supplier of raw material and products to the rapidly growing lithium battery industry. The initial term of the agreement is five years. https://www.marketscreener.com/quote/stock/ECOGRAF-LIMITED…
Wir hätten also schon 2 Giganten als mögliche Abnehmer für den Batteriemarkt - andere Industrieverwendungen noch ausgeblendet! Mit möglichen Ankündigungen über eine MoU würden alleine diese zwei Meldungen den Kurs in astronomische Höhen treiben.
Thyssen Krupp (FRA: 750000) strebt eine strategische Rolle in der europäischen Lieferkette für Batterierohstoffe an. Mit diesem Ziel vor Augen hat die thyssenkrupp Materials Trading GmbH jetzt eine Vereinbarung mit der australischen EcoGraf Limited (ASX: EGR; FRA: FMK) abgeschlossen, die den Verkauf von Batteriegraphit und weiteren Graphitprodukten aus der geplanten Ecograf-Raffinerie in Kwinana in Westaustralien sichern soll. Die Vereinbarung bezieht sich auf den Verkauf von gereinigtem Kugelgraphit (Sphärisches Graphit, SpG) als Anodenmaterial für Batterien und das Nebenprodukt Feingraphit. https://goldinvest.de/aus-der-redaktion/29-ecograf-ltd-redak…
Aber auch Sojitz wäre denkbar, jedoch als Abnehmer und Vertriebler für den asiatischen Raum! Die Fäden laufen über Andrew Spinks zusammen, welcher scheinbar Aktienanteile an FYI hält.
Hier --> Kibaran Resources Limited (ASX: KNL) is pleased to announce that it has signed a binding exclusivity agreement with Japanese commodities trading giant Sojitz Corporation for the supply of graphite concentrate produced at its Epanko project in Tanzania.
Under the agreement, Kibaran will be the sole supplier of Tanzanian graphite to Sojitz for distribution into markets including Japan, Korea and Taiwan. Sojitz is in turn a major supplier of raw material and products to the rapidly growing lithium battery industry. The initial term of the agreement is five years. https://www.marketscreener.com/quote/stock/ECOGRAF-LIMITED…
Wir hätten also schon 2 Giganten als mögliche Abnehmer für den Batteriemarkt - andere Industrieverwendungen noch ausgeblendet! Mit möglichen Ankündigungen über eine MoU würden alleine diese zwei Meldungen den Kurs in astronomische Höhen treiben.
Antwort auf Beitrag Nr.: 65.791.818 von Montekaolino am 21.11.20 10:14:00
noch was
I asked Roly a while ago about Tesla and he said they had reached out to them but couldn’t comment further - in my simple head if they had said not interested why couldn’t he say that? But he has said BMW are at the table earlier this year and confirmed they are still there recently - if we don’t crack $1 this year we won’t be far away imo
noch was
I asked Roly a while ago about Tesla and he said they had reached out to them but couldn’t comment further - in my simple head if they had said not interested why couldn’t he say that? But he has said BMW are at the table earlier this year and confirmed they are still there recently - if we don’t crack $1 this year we won’t be far away imo
Antwort auf Beitrag Nr.: 65.791.734 von Montekaolino am 21.11.20 10:04:36
How about Sumitomo in Japan, they are enormous? LG in South Korea? How about Tesla in the USA - it's the first we've seen the yanks mentioned in a presentation?
What about Thyssenkrupp in Germany - they are huge & have an offtake with EGR - dont forget out biggest shareholder is the MD of EGR, so I would bet my left nut we are deep in discussions with them.
Then we have, China, Taiwan and the UK. As accumul8 mentioned the other day, we aren't joint venturing with Alcoa to go 50/50 in 8ktpa - we can do that own our own.
How about Sumitomo in Japan, they are enormous? LG in South Korea? How about Tesla in the USA - it's the first we've seen the yanks mentioned in a presentation?
What about Thyssenkrupp in Germany - they are huge & have an offtake with EGR - dont forget out biggest shareholder is the MD of EGR, so I would bet my left nut we are deep in discussions with them.
Then we have, China, Taiwan and the UK. As accumul8 mentioned the other day, we aren't joint venturing with Alcoa to go 50/50 in 8ktpa - we can do that own our own.
Antwort auf Beitrag Nr.: 65.791.722 von Montekaolino am 21.11.20 10:01:56
Hi Accumul8,
The EGR non-binding offtake is for 10,020 tonnes from year 3. In electric vehicle equivalent ("EVe") that equates to approximately 371,000 EVs. For a battery separator alone approximately 5kg of HPA goes into an EV battery. If, say, Thyssenkrupp were sourcing battery materials for 371,000 EV battery manufacturing capacity they would require approximately 1,855 tonnes of HPA.
Thyssenkrupp are industry leaders in engineering and manufacturing battery assembly equipment. It remains to be seen what their intentions are in regards to battery cell production.
Hi Accumul8,
The EGR non-binding offtake is for 10,020 tonnes from year 3. In electric vehicle equivalent ("EVe") that equates to approximately 371,000 EVs. For a battery separator alone approximately 5kg of HPA goes into an EV battery. If, say, Thyssenkrupp were sourcing battery materials for 371,000 EV battery manufacturing capacity they would require approximately 1,855 tonnes of HPA.
Thyssenkrupp are industry leaders in engineering and manufacturing battery assembly equipment. It remains to be seen what their intentions are in regards to battery cell production.
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Antwort auf Beitrag Nr.: 65.791.701 von Montekaolino am 21.11.20 09:59:40antwort aus hotcopper
agree Thyssenkrupp would have to be a contender.
I'm just thinking out loud here as always...
Have a look at the EGR announcement on 4th June this year.
Roly has said the European partner will need more product for further testing with their customers.... but the type of announcement I just referred to above could be possible for us. A non binding offtake term sheet. Roly said publicly they are looking at taking 1/4 to 1/2 our production so it just sounds really advanced for him to talk quantity in a public preso.
The non binding part would just be until one more lot of tests etc for some of their customers is complete to determine quantity etc.
What we know about the European Partner
- Big into HPA already and have HPA customers. The European update mentioned confirmation that our hPa is appropriate for their existing customers using hPa already
- Market leader
- They have many customers
- They have the ability to refine hPa to suit customer. Again in an announcement we stated they did some final finishing on some of our hPa including milling. So they are technically brilliant which they should be as a market leader.
Who knows we might produce hPa and send it to them for them to do some final finishing for some of their customers as they do that currently. Would make our production more efficient instead of having to alter the shape and size for various customer internally.
We are talking massive companies here. I'm not saying it's definitely Thyssenkrupp but as an example google them and look at what they do, how many staff they have etc. For example they build battery cells and other cell technology among many other things. I'd assume their customers are big players.
And back to Kwinana, it all ties in with other companies in the Kwinana precinct having ties to these global players.
And to @tcb007's point, a JV with Alcoa is far bigger than one plant at 8,000tpa of HPA. We are talking an FYI/Alcoa JV with the intention to being a global leader in hPa production and new HPA products likely collaborating with other companies etc.
The market will wake up to all this eventually.
agree Thyssenkrupp would have to be a contender.
I'm just thinking out loud here as always...
Have a look at the EGR announcement on 4th June this year.
Roly has said the European partner will need more product for further testing with their customers.... but the type of announcement I just referred to above could be possible for us. A non binding offtake term sheet. Roly said publicly they are looking at taking 1/4 to 1/2 our production so it just sounds really advanced for him to talk quantity in a public preso.
The non binding part would just be until one more lot of tests etc for some of their customers is complete to determine quantity etc.
What we know about the European Partner
- Big into HPA already and have HPA customers. The European update mentioned confirmation that our hPa is appropriate for their existing customers using hPa already
- Market leader
- They have many customers
- They have the ability to refine hPa to suit customer. Again in an announcement we stated they did some final finishing on some of our hPa including milling. So they are technically brilliant which they should be as a market leader.
Who knows we might produce hPa and send it to them for them to do some final finishing for some of their customers as they do that currently. Would make our production more efficient instead of having to alter the shape and size for various customer internally.
We are talking massive companies here. I'm not saying it's definitely Thyssenkrupp but as an example google them and look at what they do, how many staff they have etc. For example they build battery cells and other cell technology among many other things. I'd assume their customers are big players.
And back to Kwinana, it all ties in with other companies in the Kwinana precinct having ties to these global players.
And to @tcb007's point, a JV with Alcoa is far bigger than one plant at 8,000tpa of HPA. We are talking an FYI/Alcoa JV with the intention to being a global leader in hPa production and new HPA products likely collaborating with other companies etc.
The market will wake up to all this eventually.
Antwort auf Beitrag Nr.: 65.791.689 von Montekaolino am 21.11.20 09:56:36noch was
Thyssenkrupp have been very active in signing offtakes for WA resources.
Thyssenkrupp have been very active in signing offtakes for WA resources.
Antwort auf Beitrag Nr.: 65.785.575 von Der_Tom am 20.11.20 16:37:06
aus hotcopper
We are pushing our strategy along side the Alcoa JV. There's heaps of newsflow through to Xmas and obviously 2021 is going to be huge.
I don't agree with the comment that we won't get any deals done prior to an Alcoa JV.
As stated in the European partner announcement just over a week ago there's a further update on them in two weeks which takes us to later this week.
I am taking the announcement just over a week ago as one to make the market aware of the European partner before a bigger announcement drops.
I'm expecting a fairly big announcement on this partner within 2 weeks.
What that announcement is I'm not sure, it could be an MOU with the intention of formalising offtake or an offtake or something else.
At the very least we should know who the partner is - and Roly has used 'market leader' when describing them.
Let's see what happens.
aus hotcopper
We are pushing our strategy along side the Alcoa JV. There's heaps of newsflow through to Xmas and obviously 2021 is going to be huge.
I don't agree with the comment that we won't get any deals done prior to an Alcoa JV.
As stated in the European partner announcement just over a week ago there's a further update on them in two weeks which takes us to later this week.
I am taking the announcement just over a week ago as one to make the market aware of the European partner before a bigger announcement drops.
I'm expecting a fairly big announcement on this partner within 2 weeks.
What that announcement is I'm not sure, it could be an MOU with the intention of formalising offtake or an offtake or something else.
At the very least we should know who the partner is - and Roly has used 'market leader' when describing them.
Let's see what happens.
Testergenisse stehen an !!
Für nächste Woche stehen die Testergebnisse des Europäischen Abnehmers an.Könnte sein, dass wir uns gerade in der Ruhe vor dem Sturm befinden.
Vielleicht die beste Zeit sich noch zu positionieren.
Antwort auf Beitrag Nr.: 65.780.433 von umkehrformation am 20.11.20 10:49:52
Ich habe gestern jemanden von fyi und den Aussichten erzählt. Ich vermute, diese Person schlägt jetzt zu.
Zitat von umkehrformation: bei Tradegate hat jemand "Hunger"
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Ich habe gestern jemanden von fyi und den Aussichten erzählt. Ich vermute, diese Person schlägt jetzt zu.
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