🛰A tale of two giant cement producers as told by satellites… Did you know that in March 2024, satellite data show that the utilization rate at many Heidelberg Material cement facilities plunged below 50% — a five-year low (based on Kayrros figures) that the company blamed on bad weather across multiple regions? Meanwhile Holcim, another major producer, hit a similar low in March, also below 50%, presumably for the same reasons. Yet the data suggest the two companies then followed different recovery paths, with Holcim ramping back up faster and averaging higher utilization rates overall. Only last week did they converge back to the same rate, for the first time since March. It will be interesting to see when and to what extent either firm will recover from seasonal Q1 lows. Why does it matter? Utilization rates below 50% mean companies are operating at less than half capacity. Underutilized assets normally translate into lower revenue as fixed costs are spread over fewer units of production. So the ability to track industrial production and activity in near-realtime – and ahead of company reporting – can be quite material for investors. How do we do this? Kayrros uses satellite remote sensing and AI to track the heat and energy emissions of cement and steel facilities globally to quantify their daily production output. A recent peer-reviewed study in the Journal of Econometrics shows how our technology significantly outperforms benchmark models and alternative indicators. Kayrros Industrial Equity Tracker aggregates daily production data at company level. What’s our track record? Thanks to our partner Exabel we backtest our data to publicly reported company KPIs. Regarding Heidelberg Materials, Kayrros Industrial Equity Tracker achieved average accuracy of 96.7% compared to its European revenue reports over the course of the last two years. The model made four calls for a beat/miss of >3% vs. consensus, and was correct each time. Kayrros Industrial Equity Tracker provides equity investors with: • Daily P&L-related production data: Production and plant utilization metrics. • Benchmarking: Compare the productivity of public cement companies. • Outlier event detection: See if an asset has been affected by a hurricane or attack. • Proven accuracy: Outperform usual benchmark models with up to 45% more accuracy. • Global coverage: Track over 1,000 plants across key regions (and just let us know if you need additional coverage!) 👉 Read the study and explore how the Industrial Equity Tracker can give you an edge: https://lnkd.in/edBpwZS4 #earthobservation #alternativedata #satellitetechnology #tech #innovation #construction DISCLAIMER: The information provided herein does not constitute advice (including in particular investment or financial advice) and Kayrros is neither registered nor acting as a financial advisor of any kind.
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𝑬𝒙𝒑𝒍𝒐𝒓𝒊𝒏𝒈 𝒕𝒉𝒆 𝑭𝒖𝒕𝒖𝒓𝒆 𝒐𝒇 𝑴𝒊𝒏𝒆𝒓𝒂𝒍 𝑷𝒓𝒐𝒄𝒆𝒔𝒔𝒊𝒏𝒈: 𝑺𝒆𝒏𝒔𝒐𝒓-𝑩𝒂𝒔𝒆𝒅 𝑺𝒐𝒓𝒕𝒊𝒏𝒈 𝑻𝒆𝒄𝒉𝒏𝒐𝒍𝒐𝒈𝒚 As the mineral processing industry continues to evolve, one of the most innovative advancements is Sensor-Based Sorting Technology. This cutting-edge technique has the potential to revolutionize ore processing by improving efficiency, reducing costs, and enhancing environmental sustainability. Here's an overview of key developments and applications in this field: 🔍 𝙊𝙧𝙚 𝙎𝙤𝙧𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙋𝙧𝙚-𝙘𝙤𝙣𝙘𝙚𝙣𝙩𝙧𝙖𝙩𝙞𝙤𝙣: By using sensors to identify and separate valuable ore from waste materials at an early stage, we can significantly reduce energy consumption and improve overall throughput. 🔧 𝙏𝙝𝙚 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 𝙤𝙛 𝙊𝙧𝙚 𝙎𝙤𝙧𝙩𝙞𝙣𝙜: Over the years, ore sorting technologies have evolved significantly, from basic density-based methods to more advanced systems that can analyze and separate materials based on a variety of sensor inputs, including X-ray, laser, and near-infrared. This progress is helping us extract more from less and improving the environmental footprint of mining operations. ⚙ 𝙎𝙚𝙣𝙨𝙤𝙧-𝘽𝙖𝙨𝙚𝙙 𝙎𝙤𝙧𝙩𝙞𝙣𝙜 𝙞𝙣 𝙈𝙞𝙣𝙚𝙧𝙖𝙡 𝙋𝙧𝙤𝙘𝙚𝙨𝙨𝙞𝙣𝙜: By using various sensors, this technology enables precise classification of ores based on characteristics such as mineralogy, size, and composition. This leads to a more targeted processing approach and the ability to handle challenging ores. This improves the efficiency of downstream processes such as flotation and leaching. 🔑 𝙍𝙚𝙖𝙨𝙤𝙣𝙨 𝙛𝙤𝙧 𝙎𝙚𝙣𝙨𝙤𝙧-𝘽𝙖𝙨𝙚𝙙 𝙊𝙧𝙚 𝙎𝙤𝙧𝙩𝙞𝙣𝙜: Why is this technology gaining momentum? Reduced energy consumption, lower water usage, and increased productivity are just some of the compelling reasons why companies are adopting sensor-based sorting methods. It minimizes the need for grinding and chemical treatments, offering a more eco-friendly and economical alternative. The environmental benefits are equally significant, with reduced waste generation and lower CO₂ emissions. 🌍 𝙏𝙝𝙚 𝘿𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩 𝙖𝙣𝙙 𝘿𝙞𝙧𝙚𝙘𝙩𝙞𝙤𝙣 𝙤𝙛 𝙎𝙚𝙣𝙨𝙤𝙧-𝘽𝙖𝙨𝙚𝙙 𝙎𝙤𝙧𝙩𝙞𝙣𝙜: Looking forward, the future of sensor-based sorting is bright. We are witnessing rapid advancements in sensor technology, with new innovations emerging to improve accuracy, adaptability, and integration with other processing technologies. The integration of artificial intelligence and machine learning is likely to enhance sorting accuracy, enabling smarter, more efficient mineral processing. The future of mineral processing is here, and sensor-based sorting is paving the way toward more sustainable and efficient practices. 🌍✨ #MineralProcessing #OreSorting #SensorTechnology #SustainableMining #Innovation #EnvironmentalSustainability #ResourceEfficiency #MiningTech
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What’s Work Index? 🤔 So, you’ve heard of the Work Index but not quite sure what it is? Let’s break it down. In the world of mining and grinding, the Work Index is your go-to metric for measuring how much energy it takes to crush ore into smaller bits. Developed by Fred C. Bond (yes, the Bond Work Index), it’s like a fitness test but for materials—telling you how much energy you need to grind down a specific ore from one size to another. 🔑 Key Points: Unit: Measured in kilowatt-hours per ton (kWh/t), so it’s all about energy. Purpose: It helps you figure out how much power you’ll need to grind stuff—super critical for planning and optimizing mill designs. Test Procedure: The Bond Work Index comes from a lab test where the material gets ground down in a ball mill. It’s science, but it’s also a bit of art. 🎨🧑🔬 Why Is It Important? Material-Specific: Not all ores are created equal. Some are soft and grind easily, while others are rock-hard. The Work Index is different for each material. Energy Efficiency: If you know the Work Index, you can make sure you’re not wasting energy while grinding—pretty useful, right? How Do You Calculate Energy Consumption in a Ball Mill? ⚙️ Here’s where things get technical. The formula uses Bond’s equation (it’s in the pic below 😉) along with the Bond Work Index. Basically, you’ll need: Bond Work Index (Wi): Test it in a lab (yep, grinding that sample in a ball mill). Feed Size (F80): Measure the size of the material before grinding. Product Size (P80): Measure the size after grinding. Then, plug it all into Bond’s equation and boom, you’ve got your energy consumption per ton. Factors That Matter: Mill Speed: Faster isn’t always better—optimal speed saves energy. Ball Load & Size: The bigger the ball, the harder it hits. But balance is key. Ore Hardness: Tougher ores? They take more energy. Feed Size: Finer feeds use less energy than coarser ones. Basically, knowing the Work Index helps you work smarter, not harder. Keep that energy consumption low, and your operation efficient. 💡 https://lnkd.in/dtsKuqqV
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How does a cement plant balance production with energy, efficiency, and performance? With the integration of HanPrism, a cement plant efficiently captures, stores, and analyzes data from multiple sources to create actionable insights for operations. Discover how this technology empowers cement plants to monitor and enhance their KPIs in our latest customer success story: https://lnkd.in/gHT5ESqN Connect with us to learn more about industrial KPI management | #Cement #CustomerSuccess #KPI
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Running a cement plant is no easy task—optimizing KPIs like production efficiency, equipment reliability, and energy consumption is crucial. That's why our latest case study dives deep into how HanAra's data historian solution can transform how you monitor and enhance these key metrics. Discover how industry leaders are leveraging real-time insights to stay ahead of the curve. Curious how your plant could benefit? See below as we discuss how a cement plant utilizes HanPrism to track and analyze KPIs in real-time, identify trends and anomalies, and make data-informed decisions to optimize their processes further. #CementIndustry #DataHistorian #PlantOptimization #KPI
How does a cement plant balance production with energy, efficiency, and performance? With the integration of HanPrism, a cement plant efficiently captures, stores, and analyzes data from multiple sources to create actionable insights for operations. Discover how this technology empowers cement plants to monitor and enhance their KPIs in our latest customer success story: https://lnkd.in/gHT5ESqN Connect with us to learn more about industrial KPI management | #Cement #CustomerSuccess #KPI
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Brine Concentration Technology Market Size to Hit US$ 21.1 billion by 2027 📚𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝗣𝗗𝗙 𝗕𝗿𝗼𝗰𝗵𝘂𝗿𝗲👉https://lnkd.in/d5AYbNG3 The brine concentration technology market was valued at USD 15.8 billion in 2022 and is projected to reach USD 21.1 billion by 2027, growing at a cagr 6.0% from 2022 to 2027. The market is mainly led by the significant usage of brine concentration technology in various end-use industries. The growing demand from the mining industry, rising demand for freshwater, and concerns for reducing the environmental impact are driving the market for brine concentration technology. 𝐊𝐞𝐲 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐥𝐚𝐲𝐞𝐫𝐬:👇 ✅ Veolia Water Technologies ✅ Evoqua Water Technologies ✅ H2O Innovations, Inc. ✅ Mera Koch ✅ Aquatech International ✅ AquaChemie ✅ IDE Technologies ✅ Saltworks Technologies: Industrial Water + Lithium ✅ SAMCO Technologies ✅ Gradiant Other Players: ✅ Lenntech Water Treatment Solutions ✅ Duraflow BV ✅ Modern Water ✅ MEMSYS WATER TECHNOLOGIES GMBH ✅ Enviro Water Minerals Company, Inc. ✅ Atlantis Technologies ✅ OSMO Membrane Systems GmbH ✅ Advent Envirocare Pvt. Ltd. Technology ✅ Synder Filtration ✅ Armstrong Fluid Technology Solutions
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Rethinking Powder Handling in Critical Minerals Processing: Designing for Robustness and Value Retention with Tristan Bower from Floveyor. The increasing demand for critical minerals, encompassing lithium, nickel sulphate, rare earths, graphite, and vanadium, underscores the importance of overcoming operational hurdles in mineral refineries. Effective powder handling at the end of the production stream is essential to maintaining the integrity of these valuable products and ensuring consistent plant operation. Conveying systems play a central role in the quality of the final product. Impurities in the input materials and suboptimal conditions during mineral processing can lead to sizeable and expensive complications, including agglomeration, surface deposition, and moisture problems, potentially disrupting operations and impacting the quality of the final product. To mitigate these risks, a shift in design philosophy is required, from anticipating optimal conditions, to preparing for worst-case scenarios. Incorporating strategies in the process, such as redundancy lines, inline material conditioning, non-stick coatings, and strategic maintenance measures, can significantly enhance plant resilience. Furthermore, acknowledging powder handling as an integral part of the process, rather than an ancillary concern, is vital for ensuring robust and efficient operations. The stakes are high, considering the commercial value of these critical minerals. Any compromise in product integrity due to structural damage, contamination, or operational disruptions can lead to major financial losses. Investing in resilient plant design and robust powder handling systems contributes to maximising returns while safeguarding both the integrity of these valuable mineral products and the continuity of refinery operations. This presentation delves into downstream processing, highlighting the critical role of innovative, industrial powder handling systems to ensure value retention and operational reliability in the processing of critical minerals. https://lnkd.in/eRupYvVN #ALTA2024
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Exciting news in sustainable construction!🌿⛏ A study conducted by ITEL - Deutsches Lithiuminstitut GmbH (German Lithium Institute) has revealed that leached spodumene concentrate (#LSC), a by-product of #lithium production from #spodumene, has a great industrial utilisation potential. LSC can be used in the construction industry as an additive for cement, replacing the previously utilised fly ash as a by-product from coal-fired power generation, which is now slowly dwindling. The study also showed that the compressive strength of Portland cement, (the most commonly used type of cement in the world) increases by 10% when 20% per cent LSC is added to it. The by-products of our future lithium production can therefore ensure the regional supply of LSC and also significantly reduce CO₂ emissions in production. ♻ More info in the press release 📰 ⬇ https://lnkd.in/enBpVdQe Let's build a better future, one innovation at a time! 🚀
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The U.S. Geological Survey's (USGS) latest Mineral Commodity Summaries report reveals significant trends and developments in the global lithium market, highlighting an impressive 23% increase in worldwide lithium production in 2023. This surge is primarily driven by the escalating demand for lithium-ion batteries, essential components for electric vehicles (EVs) and various portable electronic devices. >> In the U.S., lithium production continues at commercial scale from operations in Nevada and Utah. Although specific figures remain confidential, the U.S. is pivotal in processing lithium compounds from both domestic and imported sources. Key end uses globally are batteries (87%), ceramics and glass (4%), lubricating greases (2%), air treatment (1%), and other applications (6%). >> U.S. lithium imports reached 3,400 metric tons in 2023, with exports slightly declining to 2,300 metric tons. The price of battery-grade lithium carbonate saw considerable fluctuation, dropping to $46,000 per metric ton in 2023 from $68,100 per metric ton in 2022 due to concerns over short-term oversupply and changing market dynamics in China. >> The rapid growth of lithium battery recycling is notable, with about 40 companies in North America and 50 in Europe actively involved or planning to start recycling operations. This expansion is supported by partnerships between automakers and battery recyclers. >> Major lithium import sources for the U.S. from 2019 to 2022 included Argentina (51%), Chile (43%), China (3%), and Russia (2%). Globally, key producers in 2023 included Australia, Argentina, Chile, Canada, China, and Zimbabwe. World reserves are estimated at 28 million metric tons, with the U.S. holding about 1.1 million metric tons. >> The U.S. Department of Energy is investing $1.6 billion to support 12 lithium-based projects under the 2022 Bipartisan Infrastructure Law, aiming to boost domestic lithium extraction, processing, and recycling. The 2022 Inflation Reduction Act also provides tax incentives to strengthen North American EV manufacturing and battery material sourcing. >> With strategic initiatives and increasing production capabilities, the global lithium market is set to meet the rising demands of the evolving economy, highlighting lithium's critical role in the transition to sustainable energy solutions. Source: U.S. Geological Survey | Infographic source: Elements Get access to more than 800 other valuable EV Market Reports, and monitor 750.000 European Charge Points via www.EVMarketsReports.com, the world's largest e-Mobility Reports and Outlooks database. Enjoy reading! #lithium #electricvehicles #evbatteries
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As reported on The Pick Magazine website Pitt Street Research has initiated coverage on MTM Critical Metals (ASX: MTM), a company pioneering the recovery of critical metals using a disruptive method called Flash Joule Heating (FJH). This advanced technology promises to revolutionise metal recycling by reducing energy consumption, speeding up processing, and increasing metal recovery yields from ores and industrial waste. With applications across lithium, rare earth elements (REEs), and gallium recovery, MTM is positioning itself to tap into several high-growth markets. Valuation and Investment Case Pitt Street Research has valued MTM using a peer-weighted approach, with a base case target price of $0.16 per share and a bull case of $0.21 per share, representing a significant upside from the current share price of $0.08. The report suggests that MTM could re-rate over the next 12-24 months as the company achieves positive testing results and optimises the FJH technology. Key upcoming catalysts include the completion of a 1-tonne per day pilot plant, further testing of bauxite residue and e-waste recovery, and potential strategic collaborations with mineral deposit owners and chemical companies. If these milestones are achieved, MTM is expected to gain significant investor attention. Michael Walshe Stuart Roberts David Izzard Paul Niardone John Hannaford https://lnkd.in/geEN59Fi
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