S&P Global Mobility’s Post

🚗 𝐄𝐕 𝐁𝐚𝐭𝐭𝐞𝐫𝐲 𝐔𝐩𝐝𝐚𝐭𝐞: 𝐋𝐅𝐏 𝐯𝐬. 𝐍𝐌𝐂 𝐂𝐡𝐞𝐦𝐢𝐬𝐭𝐫𝐢𝐞𝐬 Diving into the core of EV battery technologies, let's highlight the key points between LFP (Lithium Iron Phosphate) and NMC (Nickel Manganese Cobalt) cathode chemistries: 🌍 Market Dynamics: LFP is on the rise in Europe and North America, challenging the dominance of NMC. 🔋 Energy Density: NMC leads with higher energy density, but LFP offers affordability with slightly lower density. 🛡️ Safety and Cost: While LFP is touted for safety, both face their own set of challenges in cost-efficiency and safety at pack level. 🌱 ESG Concerns: LFP fares better in ESG concerns than NMC, but new deep-sea mining technologies could offer sustainable alternatives for NMC materials. ❄️ Consumer Experience: LFP's performance issues in cold weather and its impact on range prediction highlight the need for consumer awareness. 🚀 Future Outlook: Emerging chemistries like LMFP and sodium-ion, and innovations in resource extraction are paving the way for a diverse battery future. https://lnkd.in/gjVPyQyv #EVs #BatteryTech #Sustainability #Innovation

🚨 Is Lithium Really Running Out? Let's Dive In! ⚡🔋 With the world racing towards clean energy and electric vehicles, lithium-ion batteries are at the heart of this transformation. But there’s a question looming over the industry: Is there enough lithium to sustain this revolution? 🌍 Here’s the Truth: Lithium is between 20 and 100 times more abundant than metals like lead and nickel. 🌱 Despite its abundance, only a small fraction—<3% of a battery’s total weight—actually consists of lithium! 🚗🔋 Even more promising, existing reserves can support our needs for the next 50 years or more, without even factoring in recycling efforts. ♻️ But it’s not all smooth sailing! ⚠️ 🔍 Key Challenges: Environmental impact: Current extraction methods (brine extraction and hard rock mining) consume vast amounts of fresh water and energy, posing significant environmental risks. 🌊🌿 Uneven distribution: Most lithium reserves are concentrated in just a few countries like Chile, Argentina, Bolivia, and Australia, leading to potential supply chain vulnerabilities. 📉 ⚡ The Future: While lithium-ion batteries are leading today’s clean energy revolution, we’re seeing exciting advancements in alternative technologies, from silicon anodes to green hydrogen. Innovation is key! 🛠️ What are your thoughts on the future of lithium and battery tech? Drop your insights below and let’s discuss how we can drive the next phase of innovation! 🔋🚀 Here I've attached a detailed case study to dig out the truth behind the lithium crisis. please check it out! #CleanEnergy #LithiumIonBatteries #Sustainability #BatteryTech #Innovation #GreenEnergy #ElectricVehicles

🗞️ INDUSTRY NEWS UPDATE: A research team from the Tokyo University of Science has made progress in developing new cathode materials for magnesium batteries. This study showed magnesium's potential as a new investment opportunity, as it could serve as an alternative to lithium-ion batteries due to its higher energy density, safety, and abundance. Read the full article: https://loom.ly/R2qCNSc Visit us: https://loom.ly/zNTLSw4 #MiningNews #EnergyTransition #RechargeableBatteries #InvestorNews #InvestorUpdates #Investment #RecordRidge #GoldClaims #Revenue #Finance #MagnesiumStocks #TSX #TSXV #WHY #FSE #W0H #WestHighYield

As the global demand for batteries is projected to significantly increase in the decades to come, Alfred H Knight, a leading global testing and inspection organisation, is participating in the ‘battery revolution’ through innovative experimental research. As we enter a new era known as the ‘battery revolution’, the number of lithium-ion batteries (LIB) in circulation is likely to increase significantly. https://lnkd.in/dKaVY3c9

March's edition of the Recharge #podcast just went live and it's a cracker, if we say so ourselves! Check it out via the link below: https://lnkd.in/etKmh5in Co-presenters Matt Fernley and Cormac O'Laoire, PhD discuss all the recent developments in batteries, including: EVs - our forecasts and an update on China; Solid state batteries after the Samsung SDI announcement; Lithium prices - potential for carbonate/hydroxide bifurcation; Nickel industry and key issues; Takeaways from the International Battery Symposium; Thoughts about ESG #investing #mining #ev #evs #graphite #lithiumionbatteries #electricvehicles #energystorage #electricandhybridvehicles #cobalt #nickel #lithium #battery #batteries #batterymetals #bevs #anode #cathode #manganese #rawmaterials #materials #energytransition #automotive #electromobility #transportation #supplychain #supplychains

𝗖𝗼𝗯𝗮𝗹𝘁-𝗳𝗿𝗲𝗲 𝗕𝗮𝘁𝘁𝗲𝗿𝗶𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝟮𝟬𝟮𝟰-𝟮𝟬𝟯𝟬. 𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗥𝗲𝗽𝗼𝗿𝘁 The report offers a comprehensive overview of the Cobalt-free Batteries industry chain, providing insights into the market status of Transportation (Lithium Iron Phosphate (LFP) Batteries, Lithium Manganese Oxide (LMO) Batteries) and Solar-powered Lighting Systems (Lithium Iron Phosphate (LFP) Batteries, Lithium Manganese Oxide (LMO) Batteries). It delves into key enterprises in both developed and developing markets, analyzing cutting-edge technology, patents, applications, and market trends of Cobalt-free Batteries. Regionally, North America and Europe demonstrate steady growth fueled by government initiatives and heightened consumer awareness, while Asia-Pacific, particularly China, leads the global market due to robust domestic demand, supportive policies, and a strong manufacturing base. The report provides a holistic understanding of the Cobalt-free Batteries market, encompassing market dynamics, trends, challenges, and opportunities within the industry. 𝗧𝗼 𝗞𝗻𝗼𝘄 𝗗𝗲𝗺𝗮𝗻𝗱 𝗼𝗳 𝗖𝗼𝗯𝗮𝗹𝘁-𝗳𝗿𝗲𝗲 𝗕𝗮𝘁𝘁𝗲𝗿𝗶𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁. 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝗳𝗼𝗿 𝗦𝗮𝗺𝗽𝗹𝗲 𝗣𝗗𝗙: https://lnkd.in/ddVQZC2z *𝗕𝘆 𝗧𝘆𝗽𝗲: Lithium Iron Phosphate (LFP) Batteries, Lithium Manganese Oxide (LMO) Batteries, Lithium Titanate (LTO) Batteries *𝗕𝘆 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Transportation, Solar-powered Lighting Systems, Other *𝗕𝘆 𝗥𝗲𝗴𝗶𝗼𝗻: North America, Europe, Asia-Pacific, South America, Middle East & Africa *𝗕𝘆 𝗞𝗲𝘆 𝗣𝗹𝗮𝘆𝗲𝗿𝘀: AESC, BYD, CALB Group Co., Ltd., Conamix, Ionic Materials, Inc, Lithium Werks, Murata, Saft, Toshiba #CobaltFreeBatteries #BatteryTechnology #CleanEnergy #SustainableTech #LithiumIronPhosphate #LithiumManganeseOxide #GreenInnovation #RenewableEnergy #MarketAnalysis #TechTrends #EnvironmentallyFriendly #EnergyStorage #InnovationInBatteries #ZeroCobaltBatteries #GreenTech #AsiaPacificMarket #NorthAmericaMarket #EuropeMarket #SolarPower #TransportationTech #LFPBatteries #LMOBatteries #MarketInsights #FutureEnergy #EcoFriendlyTech

🔋🔋 𝐁𝐚𝐭𝐭𝐞𝐫𝐲 𝐦𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 𝐫𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧 -- 𝐟𝐫𝐨𝐦 𝐍𝐂𝐌, 𝐋𝐅𝐏 𝐭𝐨 𝐋𝐌𝐅𝐏 Currently, LFP and ternary cathode materials are the two most commonly used in the power battery industry when referring to cathode active materials. According to the Shanghai Metals Market prices over the past three months, the average price of 𝐩𝐨𝐰𝐞𝐫-𝐭𝐲𝐩𝐞 𝐋𝐅𝐏 is 37,400 yuan/mt, 𝟔-𝐬𝐞𝐫𝐢𝐞𝐬 𝐭𝐞𝐫𝐧𝐚𝐫𝐲 (𝐦𝐨𝐧𝐨𝐜𝐫𝐲𝐬𝐭𝐚𝐥/𝐩𝐨𝐰𝐞𝐫-𝐭𝐲𝐩𝐞) 𝐦𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 average price is 125,000 yuan/mt, and the average price of 𝐋𝐌𝐅𝐏 is 52,000 yuan/mt. Compared with LMFP, power-type LFP prices are 28% lower, but 6-series ternary (monocrystal/power-type) material prices are 140% higher. Balancing cost and performance, the trend of upgrading LFP with manganese doping is clear. Under current market trends, most LMFP batteries are mixed with various materials, providing opportunities to reduce costs and enhance efficiency for mid-to-high-end models. Compared to ternary materials, LMFP has benefits such as greater stability, safety, affordability, and a longer lifespan though with a slightly lower energy density, which is possible to develop products with complementary performance suited for long-range electric vehicles. According to 容百科技 Ronbay Technology, their first-generation EV LMFP product mixed with ternary materials has been specified on the client-side and achieved initial mass production. In H1 2024, Ronbay Technology's LMFP shipments reached their total 2023 shipments, up YoY by 166%. With companies increasingly investing and achieving technological breakthroughs in the future, the competitiveness and demand for LMFP batteries will further increase. 💡 Looking to meet and discuss with leading companies in the battery materials industry? Join Li-ION BATTERY EUROPE 2024 this October 8-10ᵗʰ in Brussels for face-to-face meetings with companies like 容百科技 Ronbay Technology.   💡Looking for more data on the metal-related materials and annual report of the lithium industry? #CLNB2025 is well prepared to welcome your participation. #BatteryTechnology #RenewableEnergy #SustainableSolutions #BatteryIndustry #LiIonBattery #SustainableTechnology #battery #lithium #energy #lithiumhydroxide #LiOH #lithiumcarbonate #spodumene #ronbaytechnology

Have you seen our new energy storage supply, technology, and policy report? Some highlights: 👉 As the battery supply chain develops to satisfy growing demand from both the EV and utility sector, we see robust demand for lithium-ion batteries over the next few years, continuing it’s 37% annual growth rate 👉 By 2025, global battery cell capacity is expected to grow to roughly 3 times its 2022 level. U.S. capacity is expected to outpace Europe, due to the Inflation Reduction Act. 👉 Mature cell chemistries like lithium iron phosphate (LFP) and lithium nickel manganese cobalt oxides (NCM) are expected to continue to dominate the battery market for the near future. 👉 We dive deep into future prospects for emerging battery technologies, including lithium manganese iron phosphate (LMFP) cathodes, sodium-ion batteries, and solid-state batteries. Check the link below in the comments to read through our sample report. 🔗⬇️ #BESS #EnergyStorage #SupplyChain #EV

When we think of coal, we think of electricity generation. But it’s time we acknowledged the crucial role it plays in various industrial processes, like steel production, cement manufacturing and chemical synthesis. These industries are the backbone of the global economy. Coal’s high-energy content and abundant availability make it indispensable for driving innovation and growth. New materials like graphene and other carbon nanomaterials are also being explored with coal as their main source. Connect with us for all your coal needs. #CoalPoweringProgress #CoalForIndustrialProcesses #GlobalEconomyBackbone #CoalForInnovation #BitCoal #BitCoalGroup

Unlocking American lithium resources will be a significant economic boom for the United States in the 21st century. Reject concentrate from desalination could serve as an ample supply of minerals to extract lithium and mitigate substantial environmental risks inherent to reject disposal. We must assign value to such lithium and develop a commodity market, such as price per lb. Goldman Sachs, or any other significant investment bank, could perform such a task. Lilac Solutions should co-locate its technology with desalination plants to utilize the reject fully. Once-thru power plants are aging rapidly. Perhaps Lilac could retrofit one (or more) of those.