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Kobalt

680 Posts
Pagina: «« 1 ... 23 24 25 26 27 ... 34 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 15 februari 2018 17:09
    Cobalt cannot be eradicated from electric car batteries - Umicore

    Reuters reported that makers of electric vehicle batteries will have to keep using scarce, expensive cobalt in their products for the foreseeable future despite a push towards higher nickel compositions. Materials technology company Umicore said that manufacturers have been trying to increase the proportion of nickel used in electric vehicle batteries to boost energy density, while reducing cobalt use to cut costs.

    While many electric car batteries contain equal proportions of nickel, cobalt and manganese, battery makers including South Korea’s SK Innovation and LG Chem have recently announced plans to produce NCM 811 batteries which contain 80 percent nickel, 10 percent cobalt and 10 percent manganese this year.

    Mr Marc Grynberg Chief Executive of Umicore told a briefing that while the technology was evolving towards higher nickel loadings, it was not possible to design cobalt out of batteries. He said that “If you increase the nickel proportion, you reduce the stability of the battery and so it has an impact on cycle life, the ability to charge it fast.”

    Mr Grynberg said that “Cobalt is the element that makes up for the lack of stability of nickel. There isn’t a better element than nickel to increase energy density, and there isn’t a better element than cobalt to make the stuff stable. So you hear about designing out cobalt, this is not going to happen in the next three decades. It simply doesn’t work.”

    Belgium’s Umicore, a leading supplier of materials for electric vehicle batteries, including cobalt, said last week that it had raised 892 million euros (USD 1.1 billion) in an equity placement to help fund investments in its fast-expanding rechargeable battery materials business.

    Cobalt prices COB-CATH-LON have more than tripled in the last two years after projections of buoyant demand growth for electric cars led to increased consumption of metals used in their batteries, a mix that also typically includes lithium.

    More than half of annual mined supply of cobalt is sourced from Democratic Republic of Congo, which has been riven by two decades of conflict.

    In the near term, enough cobalt is being produced to meet demand from the electric vehicle industry, Grynberg said, with Umicore sourcing Congolese metal via a responsible supply agreement audited by PwC.

    Source : Reuters
  2. forum rang 10 voda 15 februari 2018 17:17
    Korea Samsung to make cobalt free EV batteries

    Published on Thu, 15 Feb 2018
    Image Source: koreatimes.co

    Korea Times reported that Samsung SDI is exploring ways to manufacture low cobalt batteries or even cobalt-less batteries for electric vehicles amid surging prices for the silver-blue metal. Cobalt, a critical ingredient of the lithium ion batteries used to power electric cars, saw its price skyrocket by 235 % last year from USD 34,600 (37.5 million won) per ton to USD 81,360 per ton due to the Democratic Republic of Congo government’s tax hike on the metal.

    As the Central African country, which holds 60% of the world’s cobalt resources, once again attempts to raise taxes on it, the Seoul based company is gearing up for a possible price rise. Worse, the Congo is currently politically unstable something that may further undermine the situation.

    The Korean battery maker is tweaking the recipe for lithium-ion batteries to reduce the amount of cobalt needed.

    Currently, Samsung employs nickel-cobalt-manganese and nickel-cobalt-aluminum technologies for EV batteries, both of which are seen as favorites for their efficiency and easy manufacturing.

    According to Samsung, it has raised the proportion of nickel in both batteries to above 90 percent, with that of cobalt at 5 %. The firm is now moving to take out cobalt from both technologies.

    A senior Samsung official said that “We have set our sights on drastically reducing the amount of cobalt.”

    The company is also considering recycling worn-out lithium batteries, which means pulling out cobalt and other key components, as it is likely to help expand the supply chain and the business itself is considered promising.

    Mr Suba Arunkumar, consultancy Frost & Sullivan’s research manager, told Reuters that “Nearly 15% of US cobalt consumption already comes from scrap recycling.”

    To this end, Samsung is expected to invest in domestic and global recycling companies and sign long-term supply contracts.

    The Samsung official said that “Talks with local and foreign firms on the issue are underway and we will come up with tangible results.”

    Source : Korea Times
  3. forum rang 10 voda 15 februari 2018 21:22
    quote:

    Petex schreef op 15 februari 2018 18:51:

    Bekend verhaal. Zijn meerdere partijen mee bezig.
    Ik las een artikel, dat zonder cobalt er veel moeilijkheden zijn.
    Een cobalt besparing in verbruik per accu zou wel een optie kunnen zijn.
    het zou fijn zijn als je ons daar ook van op de hoogte kan stellen.
  4. Petex 16 februari 2018 08:24
    Request for voluntary suspension extension


    Australian Mines Limited (“Australian Mines” or “the Company”) (AUZ: ASX) requests a voluntary suspension extension in the trading of the Company’s securities, effective immediately.

    The voluntary suspension is requested pending completion by ASX Limited of its review of the announcement regarding an off-take agreement signed between Australian Mines and SK Innovation as referred to in the Company’s previous request for voluntary suspension dated 13 February 2018 (Announcement), and release of the Announcement.

    In accordance with Listing Rule 17.2, the Company provides the following information in relation to this request:

    1. A trading halt in the trading of the Company’s securities was granted on 12 February 2017, and a voluntary suspension was granted on 13 February 2018, pending release of the Announcement; 2. The Company requests that the voluntary suspension remains in place until the earlier of release of the Announcement or the commencement of trading on 20 February 2018; 3. The Company is not aware of any reason why the voluntary suspension extension should not be granted; and 4. The Company is not aware of any further information necessary to inform the market of the voluntary suspension extension.
  5. Petex 16 februari 2018 08:26
    3e verlenging.... wordt wel een interessant bedrijf om een apart draadje voor te gaan openen denk ik..... Hele grote afnemer, die o.a. voor Mercedes produceert en ontwikkeld.

    Heel jammer, dat mijn pakketje AUZ niet wat groter is dan dat ik nu op de plank heb liggen..... Dit gaat een hele leuke worden op termijn!
  6. Petex 17 februari 2018 12:24
    quote:

    Petex schreef op 16 februari 2018 08:26:

    3e verlenging.... wordt wel een interessant bedrijf om een apart draadje voor te gaan openen denk ik..... Hele grote afnemer, die o.a. voor Mercedes produceert en ontwikkeld.

    Heel jammer, dat mijn pakketje AUZ niet wat groter is dan dat ik nu op de plank heb liggen..... Dit gaat een hele leuke worden op termijn!
    voor ons maandagnacht, wordt de handel in dit aandeel terug opgestart.
    Dit wordt een aandeel met zeer veel potentie en groei de komende tijd!
  7. [verwijderd] 19 februari 2018 09:35
    www.miningweekly.com/article/australi...

    Australian Mines signs offtake deal with Korea's SK Innovation
    19TH FEBRUARY 2018

    BY: REUTERS

    SAVE THIS ARTICLE EMAIL THIS ARTICLE

    FONT SIZE: -+

    BENGALURU – Battery and technology metals developer Australian Mines said on Monday it signed a deal with Korea's SK Innovation to supply cobalt sulphate and nickel sulphate from its flagship Sconi project.

    The commodity off-take agreement, which is for an initial period of seven years, is for SK Innovation's newly developed battery manufacturing plant in Hungary and Korea, the company said.

    Australian Mines, which has been on a trading halt since last trading on February 9, said the agreement included an option for SK Innovation to buy up to 19.9% of its ordinary shares.

    The agreement is conditional on Australian Mines obtaining finance for the Sconi project by the end of 2018, with mining to start by the end of 2020, the company said.

    SK Innovation will take all of the nickel and cobalt from the Sconi mine, it added.

    Australia, home to the world's second-biggest cobalt reserves, is seeing a rush of interest in projects still years from production as electric vehicle battery makers seek supplies from a more costly but less risky source than top miner, the Democratic Republic of Congo.

    The South Korean battery giant, which owns the country's top refiner SK Energy, said in November it will invest 840.2-billion won ($777-million) to build an electric vehicle battery plant in Hungary to meet demand from automakers in Europe.
  8. forum rang 10 DeZwarteRidder 19 februari 2018 20:19
    quote:

    seadoc schreef op 19 februari 2018 19:36:

    een beetje reclame voor de royal nickel:

    seekingalpha.com/article/4147553-rnc-...
    Ik vind de hoeveelheden nickel en cobalt flink tegenvallen; bovendien hebben ze maar 50% hiervan.

    Cobalt-gehalte is ca 100 parts per million....!!!

    Parts per million

    Parts per million (ppm) oftewel delen per miljoen is een maat voor concentratie. Een concentratie van 1 ppm geeft aan dat er één deel van een product is op een totaal van een miljoen delen, meestal uitgedrukt in massa. Eén ppm is duizend keer zo klein als één promille
    .
  9. [verwijderd] 20 februari 2018 09:04
    www.miningweekly.com/article/australi...

    Australian Mines shares surge 60% on offtake deal
    20TH FEBRUARY 2018

    BY: REUTERS

    SAVE THIS ARTICLE EMAIL THIS ARTICLE

    FONT SIZE: -+

    MELBOURNE – Shares of battery and technology metals developer Australian Mines Ltd surged on Tuesday after the company signed an offtake agreement with South Korean battery maker SK Innovation for nickel and cobalt from its Sconi project.

    The commodity off-take agreement, which is for an initial period of seven years, is for SK Innovation's newly developed battery manufacturing plant in Hungary and Korea.

    SK Innovation said prices for both metals have been rising, with cobalt prices affected by political tensions in the Democratic Republic of Congo (DRC), the source of most of the world's supplies.

    "We signed the deal to minimise supply volatility and the long-term supply contract is a way to ensure stable supplies," an SK Innovation spokesman told Reuters.

    Australian Mines, which has been on a trading halt since last trading on February 9, said on Monday the agreement included an option for SK Innovation to buy up to 19.9 percent of its ordinary shares.

    Its shares jumped over 60% at the start of trade on Tuesday and were last up 40% at A$0.13 a share, valuing the company at about A$340-million.

    The agreement is conditional on Australian Mines obtaining finance for the Sconi project in the country's far north east by the end of 2018, with mining to start by the end of 2020, the company said.

    SK Innovation will take all of the nickel and cobalt from the Sconi mine, it added.

    Australia, home to the world's second-biggest cobalt reserves, is seeing a rush of interest in projects still years from production as electric vehicle battery makers seek supplies from a more costly but less risky source than the DRC.

    SK Innovation said in November it will invest 840.2-billion won ($777-million) to build an electric vehicle battery plant in Hungary to meet demand from automakers in Europe.
  10. Petex 20 februari 2018 11:50
    Positie Australian Mines zojuist nog even flink uitgebouwd voor op de plank.
    Technisch gezien en qua ontwikkelingen en vooruitzichten, is een (forsere) stijging korte termijn, maar zeker langere termijn zeer realistisch.
    De verbintenis met SKI is een zeer positieve ontwikkeling!
    Financieringen om e.e.a. in stroomversnelling te brengen is wellicht geen enkel probleem en zal grotendeels vanuit SKI kunnen gebeuren, voor beiden win win situaties.
    Gezien de merken waarvoor SKI ontwikkeld, is dit een gouden deal en maakt dit een aandeel zeer aantrekkelijk, zeker op de koers van vandaag!
    Ik wil geen reclame maken of mensen tot koop aanzetten, maar dit is mijn conclusie.

    Fijne dag!
  11. forum rang 10 DeZwarteRidder 20 februari 2018 12:10
    quote:

    Petex schreef op 20 februari 2018 11:50:

    Positie Australian Mines zojuist nog even flink uitgebouwd voor op de plank.
    Technisch gezien en qua ontwikkelingen en vooruitzichten, is een (forsere) stijging korte termijn, maar zeker langere termijn zeer realistisch.
    De verbintenis met SKI is een zeer positieve ontwikkeling!
    Financieringen om e.e.a. in stroomversnelling te brengen is wellicht geen enkel probleem en zal grotendeels vanuit SKI kunnen gebeuren, voor beiden win win situaties.
    Gezien de merken waarvoor SKI ontwikkeld, is dit een gouden deal en maakt dit een aandeel zeer aantrekkelijk, zeker op de koers van vandaag!
    Ik wil geen reclame maken of mensen tot koop aanzetten, maar dit is mijn conclusie.
    Fijne dag!
    Ik verwacht dat vrijwel alle kobalt-mijnen een deal gaan maken met een afnemer, dus ook Artemis.
680 Posts
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