Discover and read the best of Twitter Threads about #cathode
Most recents (5)
#lithium carbonate breaks $510k yuan/ton which is $80k USD - almost a $10k increase in the last fortnight. A small thread on why this matters below for #electricvehicles and #lithium #mining stocks. Happy punting all. 
#Spot #lithium traded as above is usually representative of tiny volumes at different districts in China. Could probably spend a whole thread describing lithium prices in different areas but that'd be a waste of time. Take away point is the volume is tiny but it's a trend.
The head price you see here is representative of what traders/chemical producers are getting for product sold typically to #cathode #producers who use the chemicals to create lithium batteries.
#Russia’s nickel & Germany’s #cathode and auto #EV industry.
Nornickel + #BASF: An long term term partnership descends into an unholy alliance
As Russia attacks Ukraine, our industry’s eyes are fixed on @BASF and what it does next
And here’s why…
#UkraineUnderAttack
Nornickel + #BASF: An long term term partnership descends into an unholy alliance
As Russia attacks Ukraine, our industry’s eyes are fixed on @BASF and what it does next
And here’s why…
#UkraineUnderAttack
Russia’s Nornickel (Norilsk) supplies 20% of world’s class 1 nickel - the suitable supply for lithium ion batteries and #ElectricVehicles (and 7% of global nickel)
Most of this goes to China.
#UkraineUnderAttack
Most of this goes to China.
#UkraineUnderAttack
Germany was relying on expanded future supply of Russian #nickel as a key pillar in its battery and #EV expansion
This is via the partnership between Nornickel and German chemical / cathode maker, #BASF
#UkraineUnderAttack
This is via the partnership between Nornickel and German chemical / cathode maker, #BASF
#UkraineUnderAttack
#RussiaUkraineConflict - we are getting a lot of inquiries about Russia and critical minerals, esp for #ElectricVehicles & #batteries
A few @benchmarkmin facts:
#Nickel is on red alert.
Norilsk is the world’s largest class 1 nickel producer accounting for 20% of global supply
A few @benchmarkmin facts:
#Nickel is on red alert.
Norilsk is the world’s largest class 1 nickel producer accounting for 20% of global supply
Norilsk overall accounts for 7% of all in nickel supply. But EV makers, auto OEMs and battery cell producers will terrified of losing 20% of a market with prices already at decade long highs.
China will not place real any sanctions on Russia and as a result ensure all #nickel continues to flow into its mainland and into Chinese made battery cells and EVs
Follow @GregMiller_BMI @CDMRawles for more
Follow @GregMiller_BMI @CDMRawles for more
1/ Mitra Chem has raised a $20 Million Series A. @chamath and Will Drewery (@Astra VP) have joined our Board of Directors. Ever since I started my #battery materials journey at @Tesla, 5 questions plagued me:
wsj.com/articles/chama…
wsj.com/articles/chama…
2/ Why couldn't we differentiate #chemistry by the intended use case's unique application requirements?
Why use the same chemistry across sports cars,
mass market cars, and pick-up trucks?
Why use the same chemistry across sports cars,
mass market cars, and pick-up trucks?
3/ Why does an atom of #lithium effectively travel around the world twice before it makes it into a vehicle?
Why wasn't the battery #supplychain being built right alongside the battery factory itself?
What more can we do with iron-based cathode chemistries?
Why wasn't the battery #supplychain being built right alongside the battery factory itself?
What more can we do with iron-based cathode chemistries?
1/x I am logging off for 2020 including from Twitter. Reflecting on a great year for the #EV industry:
1. A global pandemic and economic shutdown couldn't stop the industry. Final numbers TBD but I bet on another year of EV #growth and #ICE decline. Will be watching @rhomotion
1. A global pandemic and economic shutdown couldn't stop the industry. Final numbers TBD but I bet on another year of EV #growth and #ICE decline. Will be watching @rhomotion
2/x The make-up of ownership in the #supplychain continues to change. In lithium, Pilbara/Altura and Tianqi/IGO foreshadow that there is potential for more deals across the full supply chain before prices rise. Will be watching @amiller_bmi for more
reuters.com/article/tianqi…
reuters.com/article/tianqi…
3/x Yes, the #battery #chemicals price spikes will happen - my personal prediction is within the next 18 months. See point #1 - another year of not-enough-investment-in-supply isnt going to make demand easier to meet. Will be watching @CDMRawles for more
