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…
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,…
IMO 2020. Fast Resolution or Slow Resolution?
…sulphur compounds are easily treated. The process uses a hydrogen partial pressure of 10-30kg/cm2, 180-370C temperatures, and liquid:catalyst ratio up to 4:1. The catalyst contains Cobalt, Nickel and/or Molybdenum on…
Energy transition: top commodities?
…covered in this data-file include Aluminium, Ammonia, Carbon Fiber, Coal, Cobalt, Copper, Ethylene Vinyl Acetate, Fluorinated Polymers, Fluorspar, Glass Fiber, Graphite, Hydrogen, Indium, Lithium, LNG, Mass Timber, Methanol, NdFeB Rare…
Battery recycling: the economics?
This data-file models the economics of recycling spent lithium ion batteries, taking in waste cells at end-of-life, and recovering materials such as cobalt, nickel, manganese, copper, aluminium, lithium and steel….
Battery Patents: Lithium Leaders and New Breakthroughs?
…pulling back on R&D or over-concentrating on cobalt. Competition is accelerating, making leading technologies important. We recently argued supercapacitors could be better suited for hybridizing industry and transport. Moreover, redox flow…
Leading Companies in Battery Recycling?
This data-file tracks over 6,000 patents filed into battery recycling technology, focusing in on 1,800+ post-2010, Western-filed patents. This matters as annual battery disposal requirements will ramp up to over 250kTpa…