With the #battery raw materials market constantly evolving, how do you know who is in it for the long haul? #Vibrantz has been a trusted partner in manganese chemical production for over 60 years.
Next week in Las Vegas, NV, Zoe Ollagnon will speak at the Fastmarkets BRM Lithium Supply and Battery Raw Materials Conference. She will be sharing our IRA-compliant manganese production plans and demonstrating why we are leaders in this evolving industry.
We hope to see you there!
#Manganese#Fastmarkets
Formateur/Consultant & Fondateur Skincover® | Facilite l’intégration de ChatGPT et des outils d’IA générative pour vous, vos collaborateurs et apprenants.
Benchmark Webinar - Why Manganese Matters: The Battery Supply Chain’s Stabilising Force
📆 Thursday 9 May
🕓 07:00 or 15:00 (GMT+1)
Benchmark experts will be joined by senior industry participants to explore the growing importance of #manganese in the #battery supply chain and its crucial role in meeting long term demand.
Register with your business email address ➡ https://lnkd.in/eRq_jJT3
Speakers:
Maximilian Court – Product Director (Battery Chemicals), Benchmark
Zachary Parsons – Analyst, Benchmark
Matt James – President & CEO, Euro Manganese Inc.Peter Allen – Managing Director, Firebird Metals Limited
Moderated by Henry Sanderson – Executive Editor of Benchmark Source
Lithium in the Terawatt-Hour Era with Adam Megginson from Benchmark Mineral Intelligence. After closely tracking and analysing a tumultuous 12 months for the lithium market, what lessons can we learn? What does the remainder of 2024 have in store for supply & demand, and how will this affect prices for this specialty chemical so vital to electrification? https://lnkd.in/ea48RwfK Save €150 with Discount Code 2428-SPK. #AABCEurope
Iron phosphate has garnered less attention than other #batterymetals like lithium, nickel and cobalt, primarily due to its lower price and apparent abundance of supply. But there is a growing need to understand the market of this China-centric chemical, which plays a critical role in determining #energy density in #LFP#batteries. In this article for the MMTA, Zihao Li at Fastmarkets dives into this developing market and how it is reshaping battery chemistries https://lnkd.in/e7wBEkTS
Iron phosphate redefines preferences in the battery raw materials
ex: Research Scientist at Australian Bureau of Agricultural & Resource Economics & Sciences (ABARES). Corporate Strategist. Commentary & personal opinions on interesting things, seen through an empirical scientific lens.
If battery grade lithium carbonate and hydroxide is a “specialty chemical” that’s very very hard indeed to make, then why are specialty chemical producers “price takers” and not “price makers” as logic suggests they should be?
Why are they forced to accept thin volume spot prices that industry experts assert are the equivalent of what former Australian Prime Minister Paul Keating infamously described the Senate (upper house of parliament) as “unrepresentative swill”?
Not representative of higher volume contract prices such as those used by Albemarle that just reported a US$618 million loss for the final quarter of 2023 after spot prices crashed 80% last year.
That’s after firing 4% of “our people are our most valuable resource” - global workforce to save costs.
If the world’s biggest specialty chemical producer is a price taker and not a price maker then is battery grade LCE really a specialty chemical? Or is it just a non-agricultural chemical that’s quite hard to make?
Lots more to think about over Thursday afternoon coffee with LinkedIn.
#lithium#specialtychemical#batterymetals#batterymaterials
💥Pre-calcined pet coke prices rise for second consecutive month after a near six month decline.💥
In February 2024, Benchmark's pre-calcined pet coke price increased by 3.4% on the back of consistent demand from battery anode end markets, despite the Spring Festival holiday period.
Meanwhile, the supply picture tightened moderately, as some refineries and coking facilities paused production either for seasonal maintenance or in response to the persistent low price environment.
Learn more about Benchmark's Synthetic Graphite Price Assessment ➡️
https://lnkd.in/exNSRUZM
Contact us to request a sample report ➡️
https://lnkd.in/eQWKgmzt
Pet Coke Prices 06MAR.png
💡 This week, Benchmark announced that it has started a formal public consultation on changes to its Cobalt Price Assessment Methodology.
Benchmark proposes to move two of its #cobalt price grades from semi-monthly to weekly frequency to give a more comprehensive assessment of price trends, with the remaining six price assessments being assessed on a two-weekly basis.
Read more below ⬇
#cathode#criticalminerals
Sigma Lithium Corp. (Nasdaq:SGML) CEO Ana Cabral-Gardner joined Steve Darling from Proactive announcing the company's final shipment for 2023 of Quintuple Zero Green Lithium concentrate. This marks the end of a truly transformative year for the company. Cabral-Gardner explained that the fifth shipment of sustainable #lithium concentrate is en route to #Glencore at the Port of Vitoria and is expected to arrive before the end of the year. Glencore has agreed to prepay 50% of the shipment's value upon completion of loading.
This prepayment reflects a provisional premium price for Sigma Lithium's unique Quintuple Zero Green Lithium concentrate.
Watch at #Proactive#ProactiveInvestors#TSXV#NASDAQ#SGMLhttp://ow.ly/Zeep10579rR
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Learn more about how Durex Product’s reduce plugging problems and cost.
Visit durexproducts.com to find your local Durex dealer and to learn more about all Durex has to offer!
#durexproducts#screenmedia#rockmining#mineralmining#goldmining#conveyors
First Phosphate Corp (CSE: PHOS) CEO John Passalacqua joined Steve Darling from Proactive to announce a significant development for the company - the signing of a Joint Development Agreement with Integrals Power Limited of Milton Keynes, United Kingdom.
This agreement marks a crucial step forward in First Phosphate's efforts to produce battery-grade iron III #phosphate precursor for the lithium iron phosphate (LFP) battery industry outside of China.
Passalacqua explained that the agreement outlines an initial phase of joint development focused on creating the technology necessary for producing the iron phosphate precursor for LFP cathode active material (CAM). The goal is to develop a scalable, low-cost, and environmentally compliant process for manufacturing battery-grade iron III phosphate.
Watch at #Proactive#ProactiveInvestors#CSE#PHOShttp://ow.ly/MH6i105h2UN
Every commodity has a cost curve, with low cost and high cost producers. Each cost curve can be broken down into specific segments, with their own low and high cost producers. This applies to Lithium, regardless of the source, i.e. brines, clays, lepidolite, petalite, spodumene, and so on, there are low and high cost producers. Grade is often the go to metric - its easy - but metallurgy, cost environment, and proximity to inputs (labour, energy, reagents) and end markets, are also very important.
https://lnkd.in/gWdtc4fp
Soochow Securities Co., Ltd. released its energy metal initiation report in February which included up to date commentary on the Chinese based lepidolite based lithium chemical supply chain, including a cost curve for integrated lepidolite to lithium chemical processors. The report confirms previous industry expert commentary identifying that, as per every raw material source for lithium chemicals, there are several very low cost lepidolite based integrated lithium chemical producers. Pan Asia Metals (ASX:PAM)’s RK Lithium Project has similar grades, is situated in a low cost environment in close proximity to all of its input requirements (labour, energy, reagents) as well as its end markets.
Global Executive | Business Development, Operations and Delivery Expert
3moThank you for sharing this Zoe Ollagnon - looking forward to hearing more about how to best manage the evolving supply chain marketplace.