A Blog for Browsing Mining, Mineral Processing, and Metals Info

China’s dominance over the supply of rare-earth minerals and other materials—which are critical for energy transition and defense technologies—should spur U.S. policymakers to bolster raw materials supply chains, according to a new report from Rice University’s Baker Institute for Public Policy.

The China Rare Earth Group, a merger of three of China’s state-owned enterprises into one mega-conglomerate, controls of up to a quarter of global mineral-bearing rare-earth elements (REE). Combined with China’s overall dominance in rare-earth minerals and materials—roughly 60% of world production—the merger grants Chinese central planners significant pricing power and influence over world supply, explain co-authors Michelle Michot Foss and Jacob Koelsch.

The authors argue that the U.S. and its allies must divorce strategic industries from Chinese REE.

Read more at: https://phys.org/news/2022-12-disconnect-strategic-chains-china-experts.html

The tycoon at the center of this year’s nickel crisis is building a new plant for metal that can be delivered on the London Metal Exchange — a move that signals his intention to keep trading on the embattled LME while seeking to avoid being caught out by short squeezes in the future.

Tsingshan Holding Group Co., the giant metals company owned by billionaire Xiang Guangda, is the world’s largest nickel producer. However, the intermediate forms of nickel it produces for the stainless-steel and battery industries can’t be delivered against contracts on the LME, which only accepts refined metal.

Read more at: https://www.bloomberg.com/news/articles/2022-12-19/nickel-tycoon-plans-new-plant-to-avoid-future-lme-short-squeezes?leadSource=uverify%20wall

This memorandum of understanding that we’re about to sign signals the support by the U.S. Government for what is a very important project between these two countries.  Different government agencies, USAID, Commerce, the Trade and Development Agency, are exploring technical assistance for the EV supply chain.  Our EXIM Bank, the Development Finance Corporation, will be exploring financing and support mechanisms for investment in African electric vehicle value chains.

So this is I think an important moment to take note of a truly important initiative for the future not only of the DRC and Zambia, not only for Africa, but potentially for the world, as more than anything we’re together in combating the climate crisis, together in developing new renewable sources of energy, together also in building out economies for the future.  This is a part of it.

Read more at: https://www.state.gov/secretary-blinken-at-an-mou-signing-with-democratic-republic-of-the-congo-vice-prime-minister-and-foreign-minister-christophe-lutundula-and-zambian-foreign-minister-stanley-kakubo/

GODI India, the first Indian company to get BIS certification to sell lithium-ion cells developed and produced locally, today announced beginning production of India’s first-ever 5.2 Ah 21700 cylindrical lithium-ion cells with an energy density of 275 Wh/kg based on silicon anode technology. The electrode composition has been indigenously developed as per the market requirement.
The company claims that with the use of silicon in the anode, an electric vehicle could achieve a greater range, up by 15-20% compared to graphite, on a single charge due to the increased energy density.
With a lithium-ion cell market size of USD 5 billion projected for electric two-wheelers by 2030, GODI believes that silicon is the future of energy storage as it can store nearly 10 times the energy compared to the traditional graphite anode.

However, it comes with close to 400% of volume expansion during its charge and discharge process making it difficult to stabilise. GODI India states that it has a water-based electrode manufacturing process to stabilise the silicon, which has been successfully utilised in the manufacturing of the 5.2 Ah lithium-ion cells.
“We are delighted to announce the manufacturing of 5.2 Ah lithium-ion cells at our Hyderabad facility. We have already delivered 5.0Ah cells to top six OEMs in India and planning to deliver 5.2Ah cells in the near future,” Mahesh Godi, Founder and CEO of GODI India, said.

Read more at: https://timesofindia.indiatimes.com/auto/policy-and-industry/ev-battery-cell-manufacturing-in-india-godi-begins-production-of-5-2-ah-lithium-ion-cells/articleshow/96173913.cms