Cobalt: leading producers?
Our global decarbonization models effectively burn through the world’s entirely terrestrial cobalt resources (data file here), mostly in EV batteries, making it one of the most crucial materials for an…
Nickel, manganese, cobalt: sufficient reserves for the rise of EVs?
This data-file models whether there will be sufficient materials to build EV batteries. Specifically, will there be enough nickel, manganese and cobalt to build the batteries behind the vast rise of…
Commodity prices: metals, materials and chemicals?
…prices, Battery Graphite prices, Benzene prices, Butadiene prices, Carbon Fiber prices, Cement prices, Cobalt prices, Cobalt Oxide prices, Cold Rolled Steel prices, Concrete prices, Copper prices, Copper Wire prices, Cumene…
Battery cathode active materials and manufacturing?
Lithium ion batteries famously have cathodes containing lithium, nickel, manganese, cobalt, aluminium and/or iron phosphate. But how are these cathode active materials manufactured? This data-file gathers specific details from technical…
Nickel production: the economics?
…be as high as 40-80 tons per ton, using alternative processing pathways. Costs are disaggregated to flex the impacts of nickel prices, cobalt co-revenues, materials costs, ore costs, labor costs,…
Lithium ion battery volumes by chemistry and use?
…in our global power grid capex model. In turn, these forecasts impact the demand for battery materials such as lithium, graphite, nickel, cobalt and fluorinated polymers. Cathode chemistry has shifted…
Market concentration by industry in the energy transition?
…US E&P, US refining, Western coal, LNG shipping. Mining sectors covered include aluminium, copper, cobalt, lithium, nickel, uranium, silica and silver. Correlation between market concentration and operating margins in energy…
Energy storage: top conclusions into batteries?
…fluorinated polymers and battery-grade nickel; then graphite and copper. We are less worried about cobalt. Our best data-file into materials used in a lithium ion battery, and their costs, is…
Battery degradation: causes, effects & implications?
…cobalt, due to the degradation rates of different battery chemistries, which does seem to favor LFP. Data and details on what causes battery degradation are in the note, alongside a…
Electrowinning: costs and energy economics?
…consumption of 2-3 MWH/ton. Although this will vary metal by metal. $499.00 – Purchase Checkout Added to cart Electrowinning is used to purify metals, such as zinc, copper, tin, nickel, cobalt, magnesium,…