Graphite: upgrade to premium?
…pages 2-3. The supply chain is explained on page 4-5. Specifically, how is battery-grade graphite made via mined graphite (natural route) and petcoke/coal (synthetic route), and what are the respective…
Graphite production: the economics?
This data-file on battery graphite cost captures simplified economics for producing battery-grade graphite (i.e., 99.9% pure, coated, spheronized graphite) in an integrated facility, from mine to packaged output. $499.00 – Purchase Checkout…
Graphite producers: leading companies?
…performance in this sub-industry. Graphite features across our energy transition research into batteries, electric vehicles, and other materials value chains. For graphite-specific research, please see our graphite data-files and models….
Commodity prices: metals, materials and chemicals?
…nickel and graphite. This is motivating a shift in battery chemistries, both for vehicles and for energy storage. It also means that the average battery material in our data-file was…
Battle of the batteries: EVs vs grid storage?
Who will ‘win’ the intensifying competition for finite lithium ion batteries, in a world that is hindered by shortages of lithium, graphite, nickel and cobalt in 2022-25? Today’s note argues…
Amprius: silicon anode technology review?
…us to guess at costs, degradation and longevity. $449.00 – Purchase Checkout Added to cart Silicon has an anode capacity of 3,400 mAh/gram, which is 10x higher than a graphite anode at…
Battery cathode active materials and manufacturing?
…mixed with a conductive carbon additive, most often carbon black, but also potentially graphite or carbon nanotubes, which will typically form 5% of the cathode. (6) A fluorinated polymer binder,…
Lithium ion batteries: energy density?
…improve? For example, today’s graphite anodes only intercalate 1 lithium ion for every 6 graphite atoms, which weigh 12 g/mol, yielding a charge density of 372 mAh/gram. Silicon anodes weigh…
Fluorinated polymers: flying under the radar?
…going to think about lithium, and then maybe secondarily graphite or nickel. Fluorinated polymers are lower on the bill of materials. Yet they are crucial to producing solar panels (page…
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…