Lithium, Graphit & Co das Batteriemetall Forum, News, Fakten und möglichen Auswirkungen (Seite 47)

[Oginvest]

Australia minister calls on end-consumers to underpin critical minerals investment

MELBOURNE, June 20 (Reuters) - Automakers and other consumers of critical minerals should invest in Australia's materials processing industry to secure ethical long-term supply that can weather geopolitical disruptions, the Australian resources minister said on Tuesday.

One of the world's biggest suppliers of raw minerals, Australia unfurled a landmark strategy on Tuesday that outlines how it will work with investors and international partners to build a critical minerals processing industry.

Australia is the world's top supplier of lithium, and a significant producer of rare earths, cobalt, graphite, manganese and other minerals critical to global energy transition. It also produces copper and nickel, key to green energy but which are not classified as critical.

Despite the government offering billions of dollars in cornerstone investments, minerals developers are still struggling to source sufficient financing to build processing plants due to limited interest from commercial lenders wary of price risk and new technologies.

End-users need to fill the gap, Australia Resources Minister Madeleine King told Reuters: "Come invest. We do have the geology and also a stable investment setting in Australia."

...
https://www.reuters.com/markets/commodities/australia-minist…

[Oginvest]

Australia taps global partners in landmark critical minerals strategy

Australia announces A$500 mln more in project funding
End-users should help fund industry -resources minister
Country still needs to fast track permits -industry
Copper, nickel should be on critical minerals list -industry

MELBOURNE, June 20 (Reuters) - Australia, one of the world's biggest suppliers of raw minerals, unfurled a landmark strategy on Tuesday outlining how it will work with investors and international partners to build a critical minerals processing industry.

The Labor government strategy aims to see Australia as a significant producer by 2030 of the raw and processed critical minerals that are key to global energy transition, moving it along the path to becoming a renewable superpower.

The world's biggest lithium producer and a major supplier of rare earths and other metals already has 81 critical minerals projects under development worth as much as A$42 billion ($29 billion), according to government figures.

Tesla (TSLA.O), General Motors (GM.N) and Stellantis (STLAM.MI) have all secured Australian supply in the past few years as global competition for battery minerals heats up.

...
The government will award another A$500 million to resources projects via the Northern Australia Infrastructure fund, adding to a pot of A$2.3 billion already allocated. Those funds are in addition to A$1 billion announced for value-added resource projects and A$3 billion for renewables and low-emissions technologies as part of its national reconstruction fund.

The new allotment disappointed some developers when compared with incentives doled out by the United States, Canada and the European Union.

...
https://www.reuters.com/markets/commodities/australia-taps-g…

[Oginvest]

Europe in danger of losing EV battery race - Court of Auditors

BRUSSELS, June 19 (Reuters) - Europe is in danger of losing the race to become a global battery powerhouse as access to raw materials remains a major roadblock along with rising costs and fierce competition, a report by the European Court of Auditors (ECA) said on Monday.

The report warned that the European Union may fail to meet climate goals as those efforts rely heavily on the uptake of electric vehicles run on batteries made up of a cocktail of metals ranging from cobalt to nickel and lithium.

The ECA, the EU's independent external auditor, said nearly one in five new cars registered in the bloc in 2021 had an electrical plug. Demand is set to jump with about 30 million zero-emission vehicles expected to hit European roads by 2030, and the sale of new petrol and diesel cars will be banned by 2035.

However, the EU's strategy has not taken into account the bloc's ability to meet this new battery demand.

"The EU aspires to become a global battery powerhouse to ensure its economic sovereignty but will it succeed? The odds are not looking good," Annemie Turtelboom, who led the ECA audit, told reporters.

"We are facing the risk that either the EU will miss its emissions goals for 2035 or that it will reach this target through imported batteries...which would harm European industry and come at very high prices from third countries."

The EU's supply of raw materials is highly concentrated in a few countries with geo-political risks that could result in shortages. For five key materials, the EU's import reliance was on average 78%, the ECA said.

"The EU must not end up in the same dependent position with batteries as it did with natural gas from Russia," Turtelboom said.

Some two-thirds of the world's cobalt is sourced from the Democratic Republic of Congo, 40% of natural graphite is from China and the EU is entirely dependent on imports of refined lithium. China accounts for 76% of global battery production capacity.

Extraction in Europe will take too long. Portugal, which holds the bloc's largest lithium reserves, does not expect production to start until 2026.

Further, the ECA said the EU lags on cost-competitiveness in part due to high energy prices while the EU Commission's data remains outdated and incomplete, and public funding remains uncoordinated leading to overlaps.
https://www.reuters.com/business/autos-transportation/europe…

[Dicker69]

Die Nachfrage nach #lithiumion -Batterien wird bis 2030 voraussichtlich auf 3,7 TWh steigen, gegenüber rund 1 TWh in diesem Jahr.

Diese Analyse basiert auf unseren Marktprognosedatenbanken und Kostenmodellen, die in den Prognosediensten von Benchmark für Folgendes enthalten sind:

Lithium, Nickel, Kobalt, natürlicher und synthetischer Graphit, Anode, Kathode, Batteriezellen und Recycling


https://twitter.com/benchmarkmin/status/1670795233536139264

[Oginvest]

Go2Lithium’s cDLE™ (continuous direct lithium extraction) technology provides the highest lithium recovery with the lowest chemical input costs of all the DLE variants.

https://www.go2lithium.com/cdle-direct-lithium-extraction-te…

Zitat von Oginvest: $CNQ is ready to enter the lithium market! Our JV company, Go2Lithium has launched its website. We anticipate our cDLE™ technology will be eagerly sought by lithium asset owners looking to maximise their value
https://www.go2lithium.com/cdle-direct-lithium-extraction-te…


https://twitter.com/CleanTeQWater/status/1669233221324926976…

[Oginvest]

Chile's Codelco must kick-start lithium industry while reviving copper output

SANTIAGO, June 19 (Reuters) - Chilean President Gabriel Boric, seeking to expand the country's long-stalled lithium industry, has tasked state-owned Codelco, the world's largest copper producer, to lead the charge of developing the white metal needed for electric vehicle batteries.

Chile is already the world's No. 2 producer of lithium after Australia. But demand is exploding worldwide as automakers gear up to churn out electric vehicles to cut greenhouse gas emissions. The country sits on top of the world's largest known deposits of lithium and Boric's announcement in April gave Codelco responsibility for negotiating deals with new companies as well as current lithium miners Albemarle and SQM.

The goal is to get the companies to enter voluntary state-controlled partnership before their existing contracts expire. At the same time, Codelco wants to boost its output of copper which has slumped to its lowest in a quarter-century.

Some analysts have questioned whether the copper company with no experience as a lithium miner can tackle both challenges at once. But industry insiders told Reuters Codelco will probably focus its own resources on copper while negotiating contracts for lithium operations and letting other miners do the work.

"It could be Codelco only contributes capital," said one of the sources with knowledge of executive decision making, a strategy which could see the state firm hold a majority stake in future projects but leave operations to private partners.

Chile could end up recreating the model Indonesia used with Freeport-McMoRan, where the firm gave up majority control to the state but remained the operator, a former Codelco senior executive said.

...
https://ca.news.yahoo.com/chiles-codelco-must-kick-start-100…

[Oginvest]

Fortescue expands battery and electric powertrain output in UK with new plant

June 19 (Reuters) - Australian miner Fortescue Metals (FMG.AX) is expanding its battery and electric powertrain production operations in the UK with a new plant in Oxfordshire, its green power arm Fortescue Future Industries (FFI) said on Monday.

The Banbury facility will open in 2024 and operate alongside Fortescue’s other Oxfordshire facilities including the Kidlington factory which will open later this year, FFI said in a press release.

The new plant will focus primarily on manufacturing of heavy industry, electric and zero-emission powertrain systems and will offer automated assembly for battery modules and packs.

...

The world's fourth largest iron ore maker, Fortescue is expanding into production of hydrogen from renewable resources, known as green hydrogen, under its Fortescue Future Industries (FFI) unit, and aims to become a global powerhouse in renewable energy
https://www.reuters.com/technology/fortescue-expands-battery…

[Dicker69]

Die Preise für EV-Batterien steigen 2023 zum ersten Mal

Die Agentur teilte mit, dass der weltweite gewichtete durchschnittliche Preis für Lithium-Ionen-Batterien im Mai 3 im Vergleich zum Vormonat um 8,2023 % auf 110,7 $/kWh gestiegen ist.

Die Batteriepreise werden insbesondere durch die Preise für Lithiumcarbonat in China beeinflusst, die im Mai um 55 % gestiegen sind, was auf eine Erholung des EV-Marktes des Landes zurückzuführen ist.

Seit Jahresbeginn ist der weltweite durchschnittliche Zellpreis jedoch um 13,2 % gesunken.

weiter lesen....
https://www.mining.com/ev-battery-prices-rise-for-first-time…

DYOR

[Dicker69]

https://source.benchmarkminerals.com/article/920-billion-nee…

$920 billion needed to bridge the ‘great raw material disconnect’: Benchmark CEO Simon Moores

[Dicker69]

Thema Bedarf.....

Argentiniens wachsende Lithiumindustrie erreichte ein Rekordhoch und die Exporte stiegen im Mai auf 60 Millionen US-Dollar.

https://www.mining.com/web/argentinas-growing-lithium-indust…

DYOR