Lithium, Graphit & Co das Batteriemetall Forum, News, Fakten und möglichen Auswirkungen (Seite 75)

[Oginvest]

US, Japan strike trade deal on electric vehicle battery minerals

WASHINGTON, March 28 (Reuters) - The United States and Japan on Tuesday announced a trade deal on electric vehicle battery minerals that is key to strengthening their battery supply chains and granting Japanese automakers wider access to a new $7,500 U.S. EV tax credit.

The swiftly negotiated agreement prohibits the two countries from enacting bilateral export restrictions on the minerals most critical for EV batteries, according to senior Biden administration officials. The minerals include lithium, nickel, cobalt, graphite and manganese.

The deal also aims to reduce U.S.-Japanese dependence on China for such materials by requiring collaboration to combat "non-market policies and practices" of other countries in the sector and on conducting investment reviews of foreign investments in their critical minerals supply chains.

Minerals-focused trade deals are one way that the Biden administration hopes to open up access for trusted allies to the $7,500 per vehicle EV tax credits in last year's climate-focused Inflation Reduction Act.

Half of the credit for purchasing consumers is reserved for North American-assembled vehicles and batteries, a source of considerable tension with the European Union, Japan and South Korea, who worry that their car and battery makers will be rendered uncompetitive.

The other half of the credit is contingent on at least 40% of the value of critical minerals in the battery having been extracted or processed in the United States or a country with a U.S. free trade agreement or recycled in North America.

Japan was working with the United States to sign the agreement in Washington on Tuesday, trade minister Yasutoshi Nishimura told reporters in Tokyo.

"As the demand for electric vehicle batteries is expected to grow significantly, securing important minerals essential for their production is an urgent issue," Nishimura said.

The U.S. Treasury is expected to define sourcing requirements for the EV tax subsidies by the end of this week, providing eagerly awaited guidance to the auto, battery and clean energy sectors.

But asked whether the trade agreement would qualify Japan-sourced batteries, components and vehicles for that part of the tax credit, the officials said that determination was up to Treasury.

Nishimura said that EVs made with minerals mined or processed in Japan were expected to meet tax exemption requirements under the U.S. act.

The U.S. officials said that the U.S. Trade Representative does not intend to seek approval by Congress for the minerals trade agreement because it falls under the agency's authority to negotiate sectoral trade agreements at the executive level.

But they said provisions in the deal to promote labor rights and recycling in their battery mineral supply chains would help both countries.

"Japan is one of our most valued trading partners and this agreement will enable us to deepen our existing bilateral relationship," U.S. Trade Representative Katherine Tai said in a statement.

"This is a welcome moment as the United States continues to work with our allies and partners to strengthen supply chains for critical minerals, including through the Inflation Reduction Act."

The two countries agreed to review the minerals agreement every two years, including whether it is appropriate to terminate or amend it.

https://www.reuters.com/business/autos-transportation/us-jap…

[unawatuna]

Da kommt bestimmt bald etwas verbindliches ! 😎
Dann wird Renascor abheben 🛫





https://www.hanwa.co.jp/en/csr/business/ev.html

[Oginvest]

China to spur building of solar plants, standardise land selection

March 28 (Reuters) - China will accelerate the construction of large scale solar energy plants and standardise the planning and development of land for solar projects, the natural resources ministry said on Tuesday.

New or expanded solar developments should not be built on farmland, grasslands or protected forest lands, the ministry said in a statement.

The rapid growth of China's solar sector has brought it into competition with other industries, particularly agriculture, for land use.

The ministry statement encouraged the development of solar facilities in desert regions such as Inner Mongolia's Gobi.

Last year, the government announced plans to build 450 gigawatts (GW) of solar and wind power generation capacity on the Gobi and in other sparsely populated desert regions.

https://www.nasdaq.com/articles/china-to-spur-building-of-so…

[Oginvest]

Home battery sales in Germany may surge 59% this year -study

FRANKFURT, March 28 (Reuters) - German sales of batteries to store solar energy at home may jump 59% this year as more residents seek a cheaper, renewable and more reliable power supply, industry association BVES said on Tuesday.

"We expect to be cracking the 1-million-unit level in 2023," said BVES, presenting an industry-commissioned study undertaken by advisory group 3Energie Consulting.

It forecast sales of 385,000 units, adding to the 650,000 reached at the end of 2022, and taking the total to 1,035,000.

German households have 2.65 million rooftop solar photovoltaic systems installed that produce power at home. However, before residential batteries were available to store the energy, the electricity produced by the panels went exclusively to the grid.

More families, typically in detached homes, are now buying batteries as they become cheaper.

Sector turnover could rise by 25% year-on-year to 3 billion euros ($3.23 billion) in 2023, up from 2.4 billion in 2022, when they had risen by 85%, 3Energie presentation slides showed.

Sales are also being driven by high energy prices in the wake of Russia turning off the gas taps to western Europe, homeowners' wishes for independence from centralised suppliers and increasing sales of electric cars, which can be charged with home-produced power.

"These drivers will be unchanged, resulting in further expanding growth; production facilities have been extended," the consultancy said about 2023.

There is also synergy among various renewable energy applications, it noted. Some 40% of households that use solar batteries also use electric pumps to provide home heating, many complemented by a buffer storage unit, and 36% of them also own an electric car.

Total sales in the household segment, which also includes heat pumps and buffer storage, rose 61% in 2022 to 7.1 billion euros and could climb 45% this year to 10.3 billion, it said, noting that tight labour supply to install the hardware was a problem.

Leading home battery vendors in Germany include sonnen, owned by Shell, Solarwatt, E3/DC, Senec, LG Chem and Tesla.

https://finance.yahoo.com/news/home-battery-sales-germany-ma…

[Oginvest]

China Energy plans 1000 MW floating solar plant in Zimbabwe

China Energy's proposal, made to the state-owned Zimbabwe Power Company and a private consortium of the country's industrial power consumers, would see about 1.8 million solar panels installed at a cost of $987 million, the documents seen by Reuters show. "The work scope of the project includes the design, procurement, construction and commissioning of a 1000MW AC floating solar farm and 330kV/33kV booster station," the document says.

China Energy Engineering Corp. (China Energy) has proposed the construction of a 1,000 megawatt floating solar plant on Zimbabwe's Kariba dam at a cost of nearly $1 billion, documents showed on Monday. The southern African country is currently generating less than half of its 1,700MW power demand, due to the underperformance of its ageing coal-fired plants and low water levels which impact generation from its 1,050MW hydropower plant at Kariba.

Floating solar power stations are becoming an increasingly attractive option as developers seek to avoid using up large spaces and competing land-use interests. China Energy's proposal, made to the state-owned Zimbabwe Power Company and a private consortium of the country's industrial power consumers, would see about 1.8 million solar panels installed at a cost of $987 million, the documents seen by Reuters show.

"The work scope of the project includes the design, procurement, construction and commissioning of a 1000MW AC floating solar farm and 330kV/33kV booster station," the document says. It would also include a transmission line from the booster station to a sub-station in Kariba. China Energy has recently completed two floating solar projects in China's Shandong Province and Thailand, according to the documents.

Zimbabwe last week started generating power from the first of its two new China-funded 300MW coal-fired plants at Hwange, but plans to shift to renewable energy sources for its long-term electricity supply. Last December, the government unveiled incentives meant to help bring 1,100MW solar projects on stream by 2025.

https://www.devdiscourse.com/article/headlines/2395203-diary…

[Oginvest]

Li-Cycle to Build French Battery Processing Facility

(Reuters) - Li-Cycle Holdings Corp said on Monday it will build a French facility to break down batteries from forklift manufacturer The Kion Group, marking the latest expansion by the rapidly growing recycling company.

The French facility, which is expected to open in 2024 and complement similar sites under development in Germany and Norway, will break down lithium-ion batteries that power Kion's forklifts and other heavy machinery, giving Li-Cycle a fresh source of batteries to recycle beyond the consumer automobile market.

Li-Cycle declined to disclose how much it is spending on the French operation, though the company has a $40 million budget for the year to build such battery processing facilities across the globe.

"We believe strongly in a regional approach to recycling as our customers begin to localize their own supply chains," Tim Johnston, Li-Cycle's executive chairman, told Reuters. "Europe continues to be a growth center for electrification, so we are going to continue to grow there."

Li-Cycle estimates that a majority of Kion's 1.7 million forklifts are powered by lithium-ion batteries. Given their heavy use, those batteries are likely to wear down faster than those powering consumer automobiles.

Li-Cycle's European plan is based in part on its North American hub-and-spoke network, in which the company has built collection and processing facilities across the continent to turn batteries into black mass, which is essentially shredded battery parts.

A central facility under construction in Rochester, New York, will further break down that black mass into lithium, nickel and other metals. Li-Cycle plans for now to produce black mass at its French and other European sites, and then ship that material to Rochester for processing, Johnston said.

The French announcement comes less than a month after European Commission President Ursula von der Leyen visited Li-Cycle's battery processing facility in Ontario.

https://money.usnews.com/investing/news/articles/2023-03-27/…

[unawatuna]

Graphit

Macquarie sagt, dass sich das Graphitangebot verdreifachen muss, um die Nachfrage zu befriedigen:


WICHTIGE PUNKTE

Macquarie prognostiziert eine Verdoppelung des Graphitangebots im nächsten Jahrzehnt, prognostiziert aber ein Defizit im Jahr 2025 aufgrund der Nachfrage vom EV-Markt,

Die Nachfrage vom EV-Markt wird bis Ende 2030 voraussichtlich mehr als 60% der globalen Graphitnachfrage ausmachen

Macquarie initiiert die Berichterstattung über Syrah Resources mit einem OUTPERFORM-Rating und einem Zielpreis von 2,30 $

Graphit ist wohl eines der ungeliebtesten Batteriemetalle, obwohl es fast die Hälfte der Zusammensetzung einer Batterie ausmoft. Ebenso haben ASX-gelistete Graphitaktien um eine Outperformance gekämpft, insbesondere gegen den Haushaltsliebling Lithium. Während der Sektor kurzfristig weiterhin in der Schwebe bleiben könnte, bietet Macquarie langfristige Gläubige etwas Hoffnung.

"Wir prognostizieren eine Verdoppelung des Graphitangebots im nächsten Jahrzehnt, wobei Afrika die größte Wachstumsquelle ist. Angesichts des Nachfragewachstums glauben wir jedoch, dass eine Steigerung der Produktion um mehr als 300 % erforderlich ist, um den Markt auszugleichen", sagte Macquarie am vergangenen Freitag in einer Notiz.

"Angesichts des raschen Anstiegs der Nachfrage, insbesondere durch Elektrofahrzeuge, Prognosen und Angebotseinschränkungen, erwarten wir, dass der Markt das aktuelle Überangebot in den nächsten zwei Jahren absorbieren wird, bevor er bis CY25 schnell in ein Defizit übergeht.

Höhere Preise sind erforderlich, um Anreize für neue Lieferungen zu schaffen

Der Graphitmarkt hat in den letzten Jahren aufgrund des starken Angebots aus China und Afrika sowie des moderaten Wachstums aus dem Industriesektor einen Überschuss erzielt.

Industrielle Industrien wie Schmierstoffe, Abschirmungen und Flammschutzmittel machen laut Macquarie im Jahr 2022 etwa 70 % der weltweiten Graphitnachfrage aus.

Die Nachfrage vom EV-Markt wächst jedoch schnell und wird voraussichtlich bis Ende 2030 mehr als 60% der Graphitnachfrage einnehmen. Es wird erwartet, dass das schnelle Wachstum den Markt bis 2025 in ein Defizit treiben und dazu führen wird, dass die Preise "über die folgenden Jahre steigen, wenn sich die Marktdefizite vergrößern".

"Wir glauben, dass höhere Preise für natürliche Graphit erforderlich sind, um Anreize für das Angebot über die aktuellen potenziellen Projekte hinaus zu schaffen", sagten die Analysten.

ASX-gelistete Namen zum Anschauen

Syrah Resources (ASX: SYR): "Ein Graphit-Giganbe"

Macquarie beschreibt Syrah als "der derzeit einzige vertikal integrierte natürliche Graphit-aktive Anodenmateriallieferant und -produzent außerhalb Chinas".

"Die Steigerung der Produktion in Balama, die Näher an der Namensschildkapazität und die Inbetriebnahme und Erweiterung von Vidalia auf die anfängliche 11,25ktpa-Kapazität sind wichtige kurzfristige Katalysatoren".

Balama produzierte 2022 163.000 Tonnen natürlichen Graphit und steigt immer noch auf seine Namensschildkapazität von 350.000 tpa.

"Das wichtigste Unterscheidungsmerkmal für SYR ist bereits in der Produktion (über die weltweit bedeutende Balama-Mine), mit Produktqualifizierung und mit Tier-1-Kunden und seiner nachgelagerten Positionierung in den USA", sagt Macquarie.

"Wir prognostizieren einen erheblichen freien Cashflow über den Entwicklungszeitraum von CY23-25, bevor SYR in CY26 in einen Cash-Generator wechselt", sagt Macquarie.

Syrah ist OUTPERFORM mit einem Zielpreis von 2,30 $ bewertet.

Syrah Resources 12-Monats-Preisdiagramm (Quelle: Marktindex)

Renascor Resources (ASX: RNU): "Anführen der australischen Graphitladung"

Renascor ist ein 500-Millionen-Dollar-Marktkapitalisierungsentwickler, der das Siviour Graphite Project in Südaustralien betreibt. Das Projekt verfügt laut Macquarie über die zweitgrößte nachgewiesene Graphitreserve der Welt von 51,6 Millionen Tonnen.

Das Unternehmen arbeitet derzeit an Entwicklungsvoraussetzungen wie einer endgültigen Investitionsentscheidung, Minen- und nachgelagerten Genehmigungen und einer optimierten Studie zur Bewertung der erweiterten Produktion von gereinigtem sphärischem Graphit (PSG).

Eine Kapitalbeschaffung in Höhe von 70 Millionen Dollar wurde im Dezember 2022 zurückgehalten, um die oben genannten Meilensteine zu finanzieren und zu beschleunigen. Bis Ende des Dezemberquartals hatte Renascor eine Barposition von 137 Millionen Dollar.

Interessanterweise hat Renascor vier nicht bindende gereinigte kugelförmige Graphit (PSG) mit Anodenherstellern aus China, Japan und Korea unterzeichnet. Diese Verpflichtungen machen bis zu 200% seines Phase-1-PSG-Produktionsprofils von 28.000 Tonnen pro Jahr aus.

"Das wichtigste Unterscheidungsmerkmal und der Vorteil der RNU ist die vertikale Integration in das Batterieanodenmaterial; seine Lage in Australien und die ESG-freundlichere Reinigung in seinem Flussdiagramm", sagte Macquarie.

"Die Siviour-Studien heben robuste Ökonomie, Genehmigungen und FID als wichtige kurzfristige Katalysatoren hervor".

Rensacor ist OUTPERFORM mit einem Zielpreis von 0,30 $ bewertet.

Rensacor 12-Monats-Preisdiagramm (Quelle: Marktindex)

Talga Group (ASX: TLG): "Anode-Entwickler nutzt die EU-Nachfrage"

Talga ist ein 550-Millionen-Dollar-Marktkapitalisierungsentwickler, der sein Vittangi-Graphitprojekt und seine Lulea-Anodenraffinerie in Schweden voranschreitet. Die Vittangi DFS skizzierte einen vertikal integrierten Betrieb mit einem Produktionsprofil von 19.500 Tonnen Anodenmaterial pro Jahr für 24 Jahre.

Die Niska-Depot, die Teil des Vittangi-Projekts ist, hat das Potenzial, die Anodenproduktion für 14 Jahre um 84.700 Tonnen pro Jahr zu erweitern. Eine Studie von Ende 2020 skizzierte einen Zeitplan für 2025-26 für Niska, bleibt aber vorerst indikativ.

"Das wichtigste Unterscheidungsmerkmal für TLG ist es, ein vollständig integrierter Minen-Anoden-Entwickler zu sein, wobei das Endprodukt (Talnode-C) weiter fortgeschritten ist als Peers, die bei Batterieanodenmaterial oder Vorläufermaterial aufhören", sagte Macquarie.

Der Zeitpunkt wurde als Hauptrisiko für Talga gekennzeichnet, da die DFS erwartete, dass alle Minengenehmigungen im Jahr 2022 und die erste Produktion bis Ende 2024 gesichert werden. Macquarie hat den Genehmigungs- und Finanzierungszeitplan auf die erste Hälfte des Jahres 2023 und die erste Anodenproduktion auf 2025 verschoben.

Talga ist OUTPERFORM mit einem Zielpreis von 2,00 $ bewertet.

https://www.marketindex.com.au/news/macquarie-says-graphite-…

[Dicker69]

Hinter dem Lithium-Explorationsboom in Quebec

https://www.northernminer.com/video/video-quebec-one-of-cana…

DOYR Dicker

[Dicker69]

CATL ziel von 200.000 Yuan fast erreicht

DYOR Dicker

[Dicker69]

Ford-CEO über den Übergang zu Elektrofahrzeugen: "Batterien sind die Einschränkung"

https://finance.yahoo.com/news/ford-ceo-on-ev-transition-bat…

DYOR Dicker