Heard on the Joe Lowry podcast many times: #LFP (& carbonate) were written off prematurely. Albemarle Corp. & Livent incorrectly called the market focusing too much on LiOH leading to misallocated capital. North America can & will make LFP. wsj.com/articles/auto-…

Rio Tinto hunts for lithium deals, eyes Jadar revival. Rio Tinto said on Tuesday is actively searching for lithium assets as it expects prices to remain high for a “long period of time”. mining.com/rio-tinto-hunt…

Lithium demand has caught many forecasters by surprise, with booming electric vehicle sales causing consumption to double over the past two years trib.al/8ZDsdHJ

European #fertilizer production: Sep-2022 Vs. Jan-2023. Still a long way to go until full reopening.

POSCO signs US$32.6Bn CAM supply agreement with SDI. One of - if not the largest - deals I've seen (reported) between cell and CAM maker. At 2023 prices, this is north of 50KTpy for 10 years. It will also take ~25KTpy Ni and ~20KTpy LiOH to feed it. koreajoongangdaily.joins.com/2023/01/30/bus…

FT comments at their best

That sound you hear is news breaking across Michigan/the autos beat... Ford to announce $2.5B battery plant in Marshall with Chinese partner detroitnews.com/story/business… via The Detroit News Riley Beggin Kalea (Kay-lee) Hall Daniel Howes Beth LeBlanc

Trade press and Detroit News: On Monday, Ford to announce it's building an LFP battery plant for its F150 Lightning and Mach-E Mustang in Michigan. Last week, Senator Joe Manchin told me the plant would be ineligible for IRA subsidies. detroitnews.com/story/business…

With LG now taking a stake at @PiedmontLithium, time for an updated chart.

Ford to use LFP cells in Mustang Mach-E this year already - electrive.com electrive.com/2023/02/17/for…

Korean's L&F won a $2.9Bn order from #Tesla, a deal close to its 2022 revenue; Samsung SDI orders 10-year NCA CAM from Posco($32.6Bn). Scale of contract means 1) competition for #cathode becomes increasingly intensified 2) demand for high #nickel cathode still strong #battchat

If this isn't great comms work I don't know what is.

Critical raw material proposal is out, including targets for domestic supplies: - At least 10% of EU annual consumption for extraction - At least 40% of EU annual consumption for processing - At least 15% of EU annual consumption for recycling, ec.europa.eu/commission/pre…

South Korean #battery manufacturers LG Energy and SK On unveil #LFP battery prototypes. Samsung also announced to develop LFP batteries. 🇰🇷 companies used to look down on LFP but now flood to embrace it. #battchat

Natural #graphite is EU 🇪🇺critical raw material, and #battery-grade natural #graphite is strategic raw material. #battchat

THE MATRIX was released 24 years ago today. One of the most iconic and groundbreaking movies of its generation, the making of story is a fascinating one. A THREAD 1/25

The repurposed zinc-lead smelter in Sardinia will be capable of recycling up to 600,000 used batteries from EVs by 2027 Glencore plans Europe’s biggest electric car battery recycling plant ft.com/content/ab593c…

Flexijobs zijn door de overheid zelf georganiseerde belastingontwijking. Als de overheid zelf geen normbesef aan de dag legt hoe kan ze dat dan verwachten van haar burgers?

🚨 Volkswagen has postponed a fourth battery factory in Europe indefinitely, the German carmaker’s chairman Oliver Blume said this week. #electricvehicles #batteries #lithium #nickel Full scoop: adamasintel.com/volkswagen-onl…

Chinese #battery manufacturer #SVOLT will not set up a manufacturing site in the German state of #Brandenburg. The company says it has reassessed its location strategy - and cannot resist taking a jab at German politicians, who make planning difficult. ow.ly/PYrF50RWjAL