Discover and read the best of Twitter Threads about #graphite

Anas Alhajji

@anasalhajji

Thread on Turkey’s Energy Ambitions & Regional Dominance
1-18 President Erdoğan gave an energy-focused speech last Friday in a ceremony for the capacity expansion of the Silivri Underground Natural Gas Storage Facility, which reached 4.6 billion cubic meters (162.45 bcf).

2-18 The speech highlights several energy policy issues, provides some interesting data, and most importantly, highlights the two issues that we focused on in this week's and last week’s newsletters: Relations with Russia and the desire to be a gas hub.
anasalhajjieoa.substack.com

3-18 Below are translated excerpts from the speech (from medyanotu.com ):
- “Silivri has become the largest underground gas storage facility in Europe.”
#Turkey #Natgas #Russia #Europe

Read 18 tweets

youngminerals

@Jkoozi1

@TwinTurboCe1ica 1/ This is a very nuanced topic. First, to the pricing point - pricing of what? Say natural flake. Okay so, what type of natural flake, what quality, where is it produced, is it vertically integrated, which supply chain is it feeding, what end product is it creating?

@TwinTurboCe1ica 2/ all of this affects flake graphite concentrate price. Then you need to look at synthetic vs flake as less of a "substition" and more of a balance, see image attached.

@TwinTurboCe1ica 3/ Understanding sythentic graphite is important. Artificial graphite for battery anodes (need to be specific here) is better than natural graphite in efficiency, cycle life, the way it can be curated, morphology, sometimes conductivity and the way it reacts to coatings.

Read 11 tweets

Dedafima

@dedafima

1/
RAW MATERIAL SHORTAGES WILL ELIMINATE TESLA'S COMPETITION
The tight supply of raw materials will be the main bottleneck to Tesla's 50%/yr vehicle growth target this decade. It is NOT a good thing $TSLA feels the need to get into mining. Rather, it is a huge warning sign...

https://twitter.com/tesla_fix/status/1588665276757073920

2/
that there won't be enough raw materials for most OEMs that have multi-million vehicle/yr growth ambitions. That means the battery input costs will get bid up until OEMs either begin dropping out of the EV race OR the supply of these raw materials increases significantly.

3/
The latter is unlikely anytime soon. Depending on technical challenges, jurisdiction, permitting, feasibility studies, financing, etc. new #Lithium, #Nickel, #Graphite, and #Copper mines take 5-10+ years just to start production, let alone scale. E.g. On $TSLA Battery Day...

Read 25 tweets

WeedFarmer

@Theweedfarmer

My updated NAV model:

Company: @ElectraBMC
Sector: #Materials #Refining #Mining
Ticker: $ELBM
CEO: @TrentMell
Recycling Peers: $ABML $LICY
Refining Peers: None (domestically)

#Cobalt #Manganese #Graphite #Nickel #Lithium #Aluminum #BlackMass #EV
*I'm Long-Bullish|Not advice*

Alternative forward looking valuation multiples (EV to EBITDA & Sales)

NAV valuation contribution

Read 25 tweets

Simon Moores

@sdmoores

<thread> Tesla & #Lithium - a decade in the making

A lithium refinery has been in Tesla & Elon Musk’s @elonmusk thinking for ~10 yrs now & in (a serious way) for the best part of 3 yrs

The logic is sound

2020: 70-80% of lithium ion battery costs are raw materials

2010: 20-30%

Tesla has filed to build a lithium hydroxide refining facility in Texas (Gulf Coast).

This is a revisiting of its 2020 plan to build a spodumene conversion facility to make lithium hydroxide at #GigaTexas

Originally planned to launch Q4 2022.

This #GigaTexas lithium refinery would have been using a new hydromet process, as not to be reliant on sulphuric acid.

Our estimation was a smaller refinery to start with 15,000 tpa lithium hydroxide. Could now be 25,000tpa

@benchmarkmin story>>>

benchmarkminerals.com/membership/exc…

Read 24 tweets

Simon Moores

@sdmoores

When #EV OEMs need to become miners has been the Benchmark story of 2022. @benchmarkmin

What we mean by this is outlined in this thread:

Future EV demand is surging beyond the ability of the lithium ion battery supply chain to respond in full.

As we approach the end of the decade, the number of EVs that’s OEMs want to produce become impossible to make considering the critical battery raw material volumes in the pipeline … if all existing expansions and new mines make it, in most cases there still wont be enough

Read 14 tweets

youngminerals

@Jkoozi1

#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.

Read 13 tweets

Simon Moores

@sdmoores

#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

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

Read 8 tweets

Simon Moores

@sdmoores

❗️High raw material prices are starting to push some lithium ion battery cell prices up

This is what ⁦@benchmarkmin⁩ warned of last year below

To understand batteries you need to know your supply chains #lithium #nickel #cobalt #graphite #manganese benchmarkminerals.com/membership/lit…

How Team @benchmarkmin called an end to the major declines in lithium ion battery prices.

A must read here: benchmarkminerals.com/membership/ben…

The way to keep battery costs low and falling is the inclusion and expansion of #LFP cathode which has expanded massively in China

benchmarkminerals.com/membership/ben…

Read 4 tweets

Gigi Penna

@giginator_

$MVL's Chilalo #Graphite IPO spin out details released. Evolution Energy Minerals.
- Raise $22m @ 20c
- Cornerstoned by #ESG fund for initial $8m
- MVL to hold ~31% of shares in new #IPO & receive $2m cash for sale
- Priority offer for holders
Prospectus: evolutionenergyminerals.com.au

$MVL #IPO
- An advanced DFS stage #graphite project
- Relatively low valuation compared to exploration stage peers
- Indicative market cap of $32.4m on listing
Read the prospectus: evolutionenergyminerals.com.au

That's a market cap of an explorer with no resource for some perspective.

Read 4 tweets

Elizabeth Spring

@ESWarriorPoet

I want to start a new thread story. Not sure how long it will be and I may use different prompts: #vss365 #vssmagic #vssnature etc etc ... I love reading about legends and folk lore, and in my fantasy writing I often create my own myths. So this will be just a fun exercise...

According to #lore &myths of old,griffins nestled on these cliffs long ago. They swooped down on the unsuspecting;carried them off never to be seen again.
Griffins were not elemental creatures,but air & earth did have dominion over them; their only enemy -fire.
#vss365 #vssmagic

"I helped your troupe avoid #shadow and #gore," said the dark wizard simply, implying that he saved us from the mythical griffins. I gaped at him. "And now for what you promised."

"No," I was careful not to get trapped in words, "I said: after you summon her."
#vss365 #vssmagic

Read 132 tweets

Major's Corner 🇮🇳

@MAJORshailendra

Weekend Study #charts - No recommendations. Only for study purposes.
1. #TataMotors - self-explanatory chart. Link below
invst.ly/v47gl

https://twitter.com/MAJORshailendra/status/1403664910727278592

2. #graphite - Chart with fib confluences.
invst.ly/v47o6

#MajorsCorner

3. #Shemaroo - Chart enclosed.

invst.ly/v47q8

Read 5 tweets

SteelMint

@SteelMint

Indian #graphite electrode prices set to increase from Jul’21?

(View summary in thread)

#GraphiteIndia #HEG #Prices

@darshanvmehta1 @nishkumar1977 @contrarianEPS @iYashUpadhyaya @AshishZBiz @devanshiashar @YatinMota @CNBC_Awaaz @ReutersIndia @virendraonNifty @varinder_bansal

👉 Indian GE (graphite electrode) prices for 600mm UHP grade is currently assessed at INR 280,000- 300,000/t ($3,800 – 4,100/t) and for 450mm HP grade prices are at INR 425,000/t ($5,800/t).

👉 It is anticipated that GE prices will increase due to a rise in imported needle coke prices from the Jul’21 quarter, which, in turn, has moved up on escalating raw material (coal-tar pitch and crude oil) costs.

Read 9 tweets

Alexander Stahel

@BurggrabenH

Yesterday, @IEA gave a presentation to explain what we already know - we need a LOT of #metals & #minerals to "come clean" and regardless of timing as we are hooked on #oil & #gas for our modern lifestyle. In this thread, I'll share their slides & add some of mine...

2/ According to the @IEA, an EV requires 6x minerals and metals input of a conventional "Otto engine" car.
@Herbert_Diess #Tesla @elonmusk #oott

3/ That means, to meet climate goals, we will need a LOT of #metals & #minerals such as #lithium (not a big deal), #graphite (hmmm), #cobalt (that will be fun), #nickel (hard, easy one in Russia!), #rareearth (really hard) or #copper (too hard to mention below?)...

Read 9 tweets

Priceless Prospector

@top_prospector

#GRAPHITE will be a necessary part of the EV BOOM! Here’s who I’m trying to capitalize with.

$LION DEEP DIVE

$GRAT $FMS $LEM $NOU $CCB $LI $NRM $QMC $S $JRV $FCC

EV market is poised to grow $44B during 2020 - 2024 with CAGR of 22%

Graphite is an essential element in lithium ion batteries to power EVs

As $TSLA opens gigafactories the demand for graphite will spike. The Nevada factory alone will need 35K tons of graphite per year $LION.c

$LION is a principal supplier of graphite and a great opportunity for investors to capitalize on the massively expanding battery and EV sector

$LION.c announced TODAY that it continues to progress Madagascar project and are completing the final mine development plan right now.

Read 6 tweets

Technijin

@technijin

#crystals & #minerals

#Crystal #Formation

#tourmaline

Read 62 tweets

Simon Moores

@sdmoores

#Graphite Anode in the USA: Significant step forward for US capacity of EV lithium ion battery anode material as @SyrahResources reveals production of purified spherical graphite (step before coating and battery application). Pathway: 200 tpa cap > 10k tpa > 40k tpa

40,000 tonnes of anode = ~600,000 EVs or just over 1 Gigafactory

Quality, Scale, Speed and the right cost profile all critical components for battery raw materials... especially graphite anode. Why natural graphite will take the majority of market share, blended with other additives- synthetic, silicon

Read 4 tweets

Simon Moores

@sdmoores

Just leaving this here 😏 🇬🇧

“Batteries... for #EV ... and we will back that vision, this government that backs Britain and believes in British innovation” @BorisJohnson @10DowningStreet @AlokSharma_RDG

A lithium ion economy coming to the UK.

@benchmarkmin

The develop a lithium ion economy, UK must target three major supplies of lithium ion batteries - Tesla? LG Chem? SK Innivation? CATL? Panasonic?

It must build in parallel giga-sized anode and cathode plants to fuel these super sized battery plants.

Raw materials; Then to feed the cathode and anode plants it must look to securing 25% of raw materials domestically where economically possible (raw materials to precursor chemicals). It must help early stage developers and innovators #lithium #cobalt #nickel #graphite #manganese

Read 5 tweets

Simon Moores

@sdmoores

Who controls the lithium ion battery to EV supply chain?

One of our most circulated charts updated with @benchmarkmin 2019 data and now incl #manganese #Mn

#lithium #cobalt #nickel #graphite

Big lesson from the China approach: if you don’t have the natural resources, be the guys that chemically refine their raw material #lithium #cobalt #manganese

Manganese has a more extreme supply chain imbalance than cobalt with 92% of chemicals used in lithium ion batteries produced in China.

Read 4 tweets

Mining Association of Nova Scotia

@MiningNS

On March 30, 1858, a patent was issued for a pencil with an eraser on the end – the sort we still use today.
What we call a “lead” pencil doesn’t actually have lead in it. #Graphite is the dark material that marks the paper.
#nspoli #cbpoli #novascotia #capebreton

#Graphite was discovered in 1564 in #Borrowdale, #England. At first locals thought it was coal but it wouldn't burn. Then they thought it was lead, which the Romans had used in styluses for writing on wax tablets or papyrus. That’s why we call them lead pencils.
#nspoli #cbpoli

#Graphite pencils were soon being used by shepherds in Northern #England to mark sheep. As the use of pencils spread, people used balled-up bread to erase until the 1770s when the rubber eraser was invented.
#nspoli #cbpoli #novascotia #capebreton

Read 4 tweets

BBN

@BigBiteNow

(1/7)
It should be of interest to investors that #ACP announced their 3rd MOU, just 10 days after the 15th Oct resource upgrade.

Said off take took total off takes under MOU to 60,000 tpa, which ACP stated at time was "122% of the 49,000 tpa average annual production target."

(2/7)
The key word being 'average.'

The #ACP Scoping Study delivered a 32 year mine life at average grade of 12.5% and it is that which will deliver the ave. 49,000 tpa.

However, the 15th October upgrade delivered 4.3Mt at average grade of 15.9%.

(3/7)
At the same 400,000 tpa plant throughput, that much improved head grade, delivering the same percentage output, is capable of delivering 62,300 tpa for the first 10 years of mine operation.

Said figure sits nicely above the total 60,000 tpa in MOUs signed by #ACP to date.

Read 19 tweets

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