West High Yield Resources Ltd. (TSXV: WHY | FSE: W0H)’s Post

Highlights from our recent conversation with guest Dan Blondal, CEO of Nano One Materials Corp. TSX: NANO, on the growing adoption of lithium iron phosphate batteries (LFP): 👉 #China's dominance in the battery industry presents a challenge, but there is still huge growth potential in the #EV and energy storage sectors in North America. 👉 Demand for batteries, battery materials, and critical minerals exceeds supply, indicating a strong market opportunity. 👉 Collaboration between governments, investors, and the battery sector is essential to support innovation and foster growth in the industry. Listen now: https://lnkd.in/e39ApUGH #electricvehicles #lithiumionbatteries

Back from my first #LMEweek ! I found it interesting to see how other metal markets are doing vs the #battery ones (spoiler, quite well some of them). Not all commodities are in the same point of the common boom and bust cycles. My small contribution, in tandem with François Fontaine , to the event sponsored by #mckinsey and MineSpans by McKinsey was on battery materials (so original, Nicolò) with these key messages: - two factors are key to understand demand for nickel, lithium and any other battery related raw materials: demand volume growth and chemistry evolution - volumes are dictated by adoption of #EV but also #grid storage applications (ESS) - chemistry is governed by technology but also raw materials prices - lastly, if needed, we can do without each and any raw materials if availability is not there. So can we have EVs if there is no lithium/nickell/graphite/manganese/cobalt…? Yes, not as good but yes London Metal Exchange

The battery materials market is a complex and dynamic sector that is closely linked to the development of the clean energy transition. The demand for battery materials is largely driven by the adoption of electric vehicles (EVs), which require high-performance batteries to power their motors. However, the supply of battery materials is also influenced by various factors, such as the availability of raw materials, the geopolitical situation, the environmental and social impacts, and technological innovations. In this paper, we explore the current state of the battery materials market in 2024, focusing on the main challenges and opportunities that arise from oversupply and macroeconomic headwinds. We examine the trends and outlooks of the key battery materials, such as lithium, cobalt, manganese, nickel, and graphite, and how they affect the price and profitability of the sector. We also discuss the implications of the weak price environment and the persistent volatility for capital investment and innovation in the battery materials market.

Less than 24 hours until Battery Supply Chains: What Will Trigger Turning Points Join Andy Leyland MD of Supply Chain Insights, and Jose Hofer, LIB Supply Chain Expert, for an insightful webinar as we explore what's next for the LIB supply chain and the factors that will trigger future price turning points. https://lnkd.in/e4JfRr7R Topics discussed: > OPEX > Prices > Subsidies > DLE & Technologies > Geopolitics > Q&A and more... If you can't make it live, register, and we will send over the slides and recording after the event. #Lithium #graphite #nickel #cobalt #manganese #ev #battery #batteryrawmaterials #CriticalMinerals #EnergyTransition #cathode #anode #sodiumion #lithiumion #lithiumprice #OPEX #prices #subsidies #DLE #batteries #China

Battery Supply Chains: What Will Trigger Turning Points September 10th, 2024, 15:00GMT/10:00EST Join Andy Lelyand, MD of Supply Chain Insights, and Jose Hofer, LIB Supply Chain Expert, for an insightful webinar as we explore what's next for the LIB supply chain and the factors that will trigger future price turning points. https://lnkd.in/e4JfRr7R Topics discussed: > OPEX > Prices > Subsidies > DLE & Technologies > Geopolitics > Q&A and more... If you can't make it live, register, and we will send over the slides and recording after the event. #Lithium #graphite #nickel #cobalt #manganese #ev #battery #batteryrawmaterials #CriticalMinerals #EnergyTransition #cathode #anode #sodiumion #lithiumion #lithiumprice #OPEX #prices #subsidies #DLE #batteries #China

Following on from my repost of Roger Atkins post lauding LFP batteries, here is a great inforgraphic build around some good data and predictions. A CAGR of 19% isnt too shabby either... get your shares in these battery companies! The authors and illustrators at VC do great job btw! Visual Capitalist https://lnkd.in/e3F-Tx3e

🍾 Next-generation #battery electrolytes require the build out of new supply chains, each of which have their own potential bottlenecks. Sulphide-based electrolytes have the immediate issue of limited lithium sulphide supplies, whereas polymer and novel liquid electrolytes have the immediate concern of electrolyte salts. Oxide-based electrolytes have a little more breathing room with no bottlenecks of immediate concern. However, in the medium- to long-term supplies of lanthana and zirconia could become limiting. Benchmark's Solid-State and Lithium Metal Battery Forecast data alongside our Rare Earth Forecast shows that from the mid-2030s, #lanthanum demand from oxide-based solid-state batteries could exceed supply of refined lanthanum. "When developing any technology it is important to understand the raw materials that are required to create key components and identify any bottleneck that could impact commercial roll-out as early as possible," Rory McNulty, product director for new technology at Benchmark Mineral Intelligence said. Find out more on Benchmark Source. Link in the comments.

🚗 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

Big news happened in the lithium market this week. Contemporary Amperex Technology Co (CATL), which is one of China’s largest EV producers, reportedly halted production at a mine in Jiangxi province. Some sources have stated that this is a closure, while others say it’s a production “adjustment.” Therefore, the exact long-term market implications are unclear. The lithium carbonate has been in steep bear market for months, due to oversupply amid stagnating demand. Will this Chinese production news finally break the downtrend? I’m happy to have a deeper discussion on the battery metal markets in private. – Chris (Chart courtesy TRADING ECONOMICS) #commodities #trading #markets #metals #economy #economics #hedgefunds #hedgefund #money #investing #investment #business #familyoffice #oil #energy #finance #stockmarket 

Boston Metal, a leader in metals technology, has secured a $20 million investment from Tokyo's Marunouchi Innovation Partners, raising their Series C2 total to $282 million. This funding will expand their presence in Asia and hasten the commercialization of their green steel technology. The company aims to commercialize its Molten Oxide Electrolysis (MOE) process by 2026, supporting the steel industry’s zero-carbon goals. Boston Metal plans to generate revenue by 2024 and is backed by top-tier investors, emphasizing its commitment to sustainable metals production. Link to the full story below: https://bit.ly/4b9j0Vw #RenewableEnergy #energyefficiency #Massachusetts ------------------------------------------------------------------------------------------------------------------------------- Neeeco increases energy savings by making your homes energy-efficient. 🏠 ✅