Re: [EVDL] EVLN: Mining tycoon pulling a JBstrubel to tap the global EV race

2019-02-05 Thread Michael Ross via EV 
Obviously, if a supplier is unable to perform and meet spec . . . But what
is your basis for concern?

Tesla is the premier EV maker in terms of cell manufacturing, they ought to
be able to handle a new supplier if anyone can. Is there something wrong
with Ganfeng Lithium'?



Virus-free.
www.avg.com

<#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2>

On Tue, Feb 5, 2019 at 11:10 PM EVDL Administrator via EV 
wrote:

> On 5 Feb 2019 at 21:21, brucedp5 via EV wrote:
>
> > Ganfeng Lithium's agreement last year with Tesla, under which it will
> > supply a fifth of its production to Elon Musk's carmaker.
>
> Interesting.  I wonder what effect that will have on Teslas' reliability
> and
> battery longevity.
>
> David Roden - Akron, Ohio, USA
> EVDL Administrator
>
> = = = = = = = = = = = = = = = = = = = = = = = = = = = = =
> EVDL Information: http://www.evdl.org/help/
> = = = = = = = = = = = = = = = = = = = = = = = = = = = = =
> Note: mail sent to "evpost" and "etpost" addresses will not
> reach me.  To send a private message, please obtain my
> email address from the webpage http://www.evdl.org/help/ .
> = = = = = = = = = = = = = = = = = = = = = = = = = = = = =
>
>
> ___
> UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub
> http://lists.evdl.org/listinfo.cgi/ev-evdl.org
> Please discuss EV drag racing at NEDRA (
> http://groups.yahoo.com/group/NEDRA)
>
>

-- 
Michael E. Ross
(919) 585-6737 Land
(919) 901-2805 Cell and Text
(919) 576-0824  Tablet,
Google Phone and Text
-- next part --
An HTML attachment was scrubbed...
URL: 

___
UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub
http://lists.evdl.org/listinfo.cgi/ev-evdl.org
Please discuss EV drag racing at NEDRA (http://groups.yahoo.com/group/NEDRA)

Re: [EVDL] EVLN: Mining tycoon pulling a JBstrubel to tap the global EV race

2019-02-05 Thread EVDL Administrator via EV 
On 5 Feb 2019 at 21:21, brucedp5 via EV wrote:

> Ganfeng Lithium's agreement last year with Tesla, under which it will
> supply a fifth of its production to Elon Musk's carmaker. 

Interesting.  I wonder what effect that will have on Teslas' reliability and 
battery longevity.

David Roden - Akron, Ohio, USA
EVDL Administrator

= = = = = = = = = = = = = = = = = = = = = = = = = = = = =
EVDL Information: http://www.evdl.org/help/
= = = = = = = = = = = = = = = = = = = = = = = = = = = = = 
Note: mail sent to "evpost" and "etpost" addresses will not 
reach me.  To send a private message, please obtain my 
email address from the webpage http://www.evdl.org/help/ .
= = = = = = = = = = = = = = = = = = = = = = = = = = = = =


___
UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub
http://lists.evdl.org/listinfo.cgi/ev-evdl.org
Please discuss EV drag racing at NEDRA (http://groups.yahoo.com/group/NEDRA)

[EVDL] EVLN: Mining tycoon pulling a JBstrubel to tap the global EV race

2019-02-05 Thread brucedp5 via EV 


% $investment trolling$ %
 
https://www.businessinsider.com/electric-car-revolution-dominance-china-techmet-2019-2
A mining tycoon has a $1 billion plan to release China's chokehold on the
global electric car race
2019-02-02  Shona Ghosh

[image  
https://amp.businessinsider.com/images/5c1fb1c9bd7730064351f0f4-1334-1001.jpg
]

Tesla China Beijing Lithium-ion batteries will help bring about the electric
car revolution. Ng Han Guan, File/AP Images

  - Over the next 20 years, sales of electric vehicles are predicted to
outstrip petrol and diesel engine cars.
  - That has huge implications for the supply of metals that go into these
vehicles.
  - South African mining tycoon Brian Menell says China controls most of the
supply for rare earth metals, lithium, and other important technology
metals.
  - He has founded TechMet to help challenge that dominance and says it
could be a $1 billion company in five years.

By 2040, more people will be buying electric cars than traditional petrol
and diesel engine vehicles, according to BloombergNEF data.

That is good news for the environment, but the shift towards lithium-ion
battery-powered cars has huge implications for a complex global supply chain
that is currently dominated by China.

Lithium-ion batteries heralded a consumer tech revolution, given they're
used to power smartphones and laptops, but demand for lithium and other
battery metals will spiral given the amounts needed for electric cars.

"Large lithium-ion batteries are a hell of a lot bigger, and have more of
these metals than cellphone batteries," says Brian Menell, a South African
mining tycoon who has spotted an opportunity.

"(When) demand goes from the present three or four million electric vehicles
to 100 million, 200 million over the next 10 or 15 years... the scale of
inputs required is way beyond anything before in industrial history."

Menell has set up TechMet, a company which is building up stakes in
companies and mining projects related to the key ingredients for lithium-ion
batteries, magnets, and circuit boards, such as lithium, cobalt, nickel,
tin, tungsten, and rare earth metals. Collectively, these are known as
technology metals.

He says the timing is particularly important because China has historically
dominated the production of the metals now needed for electric cars. That is
awkward given there is a US-China trade war raging right now. "It's a
competitive issue, and a massive national security issue in the US," Menell
says.
Brian MenellBrian Menell. Kemet Global/YouTube

According to BloombergNEF, China will control 73% of the global lithium-ion
battery manufacturing capacity by 2021. And Chinese companies are striking
huge deals with US firms, like Ganfeng Lithium's agreement last year with
Tesla, under which it will supply a fifth of its production to Elon Musk's
carmaker.

Menell said TechMet alone can't counter Chinese dominance, given the
nation's wealth and long-term vision. "We can play a role in balancing the
sources of supply for European and Japanese industry. We can play a role in
educating government agencies with respect to the landscape, and how to
engage in the pipeline to better protect their interests," he said ... 

The firm has interests so far in a range of tin and tungsten mines in
Rwanda, a nickel project in Brazil, a Canadian lithium recycling plant, and
a rare earth concentrates partnership in Bundi. Menell is in the process of
raising an $80 million round, and says his conservative estimate is that
TechMet will be worth $1 billion in five years time, when he plans an IPO.

Menell says recycling battery metals alone is big business, estimating that
35% of battery metals could come from recycling. "It's a $10, $15 billion
dollar business," he said. "We believe we can secure first-mover advantage."
...
[© businessinsider.com]


http://electric-vehicle-discussion-list.413529.n4.nabble.com/JB-s-redwoodmaterials-com-EV-parts-reclaim-repurpose-cobalt-tp4691109.html
JB's redwoodmaterials.com EV parts?> (reclaim/repurpose cobalt)
Tesla CTO JB Straubel has a stealthy recycling start-up and it's expanding
into Nevada Sep 09, 2018
...
https://www.google.com/search?q=jb+straubel+recycling+battery+metals


+
https://electrek.co/2019/02/04/tesla-electrify-america-powerpacks-charging-stations/
Tesla reaches deal with Electrify America to deploy Powerpacks at over 100
charging stations
Feb. 4th 2019  Tesla and Electrify America, VW's electric vehicle charging
network, ... fit given their global expertise in both battery storage
development and EV charging.”.
https://i1.wp.com/electrek.co/wp-content/uploads/sites/3/2019/02/Electrify-America.jpg



For EVLN EV-newswire posts use:
 http://evdl.org/archive/


{brucedp.neocities.org}

--
Sent from: http://electric-vehicle-discussion-list.413529.n4.nabble.com/
___
UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub
http://lists.evdl.org/listinfo.cgi/ev-evdl.org
Please discuss EV dra