Ridgeline Royalties Inc.的动态

Battery metals are in a challenging spot, caught between a ROCK, or too much of it, as new supply continues albeit with some emergence of producer constraints. And a HARD PLACE, as electric vehicle sales falter. Check out our latest Opinion pieces on #lithium and #EVs https://lnkd.in/gt3SpanM https://lnkd.in/g5xTNNgE

#nickel January 11, 2025 07:35 UTC/2:35 AM EST Nickel28.biz will publish a Special Report January 12, 2025. Covered in Special Report report is Publisher's opinion: Credible prompt nickel price only lasted for first two trading days in January 2025, WHY. Who has the most to lose at nickel price less than $15,000? How to recognize contrived nickel price. What is nickel fundamental intrinsic value: ask your price reporting agency (PRA) what percent of LME nickel cash stainless steel mills are paying processors for 8% nickel contained in18-8 stainless steel blends. WHY EV battery news does not include percent of BEV sales with high-nickel vs no-nickel batteries. For transparency purposes, please do not include hybrid EVs and PHEVs. Advantageous Information

?? #Lithium_Ion_Battery_Chemistries #QCDP_Review_for_EV_Applications ?? Lithium ion Batteries are widely used in modern elicrical vehicles industry and knowing how to pick the right chemistry is critical for the out come performance and product quality. Let's break down the QCDP (Quality, Cost, Delivery, Performance) of each battery chemistry: #NMC (Nickel Manganese Cobalt) ? Q: Low fail rate, high safety. ? C: Moderate cost. ? D: Widely available with manageable integration delays. ? P: High specific energy, optimal for efficient power usage. ? Example: Tesla Model 3 ? Best for: Long-range passenger vehicles. #NCA (Nickel Cobalt Aluminum) ? Q: Low fail rate, good performance, but higher safety risks. ? C: Higher cost. ? D: Available but subject to integration delays. ? P: High energy output, maximizing range. ? Example: Tesla Roadster ? Best for: High-performance EVs. #LFP (Lithium Iron Phosphate) ? Q: Very safe, low fail rate. ? C: Lower cost. ? D: Increasing availability with fewer integration challenges. ? P: Lower energy density, but very stable. ? Example: BYD e6, Tesla Model 3 (Standard Range) ? Best for: City cars and fleet vehicles. #LCO (Lithium Cobalt Oxide) ? Q: Higher fail rate, safety concerns in high-stress environments. ? C: Expensive. ? D: Limited availability in the market, slow integration. ? P: High energy density, but lower longevity. ? Best for: Consumer electronics, not EVs. #LMO (Lithium Manganese Oxide) ? Q: Moderate fail rate, safe chemistry. ? C: Moderate cost. ? D: Reliable availability, but integration may take longer. ? P: Moderate energy output, suitable for medium power needs. ? Example: Nissan Leaf (older models) ? Best for: Commercial vehicles. #LTO (Lithium Titanate) ? Q: Extremely safe with low fail rate, great thermal stability. ? C: High cost. ? D: Less common, some integration delays due to production limitations. ? P: Lower energy density but excels in rapid power delivery. ? Example: Mitsubishi i-MiEV (early models) ? Best for: Heavy-duty and off-road applications. ? Which battery chemistry is most suitable for your EV needs? #EV #BatteryTech #LithiumIon #AutomotiveEngineering #Sustainability https://lnkd.in/eb-iYjEd

What’s the true cost of electric vehicle (EV) batteries??? ?? Lithium makes up just 2-3% of the cell mass but accounts for 10-13% of the cell cost. ?In Western supply chains, the focus often centers on anode active materials (AAM) and cathode active materials (CAM). However, it's just as critical to prioritize the development of separators, electrolytes and current collectors. ?? Want to break down the impact of these raw materials on EV pricing? Get a sample of the Fastmarkets Battery Cost Index to explore the full cost structure of lithium-ion cells: https://fmrkts.com/4g7fz3r Get in touch with our expert Muthu Krishna for more information. #Fastmarkets #BatteryMaterials #ElectricVehicles #lithium #automotive

????????????? | Quarterly Battery Materials Market Update | A concise overview of key developments in the battery materials market, covering electric vehicles, lithium, cobalt, nickel and more. Topics discussed in the November update: · EV market update: tariff wars heat up · Lithium: production cuts · Cobalt: Chinese exports increase · Nickel: uncertainty reigns Watch here https://okt.to/mRhYDa #battery #metal #EV #lithium #cobalt #nickel

#Lithium prices today show one tendency: #prices are going down. There is more than enough supply in the market for #battery grade lithium. As a result, prices of #electriccars will go down as well, as many analysts expect. This will benefit agile #carmanufacturer -s, those being able to quickly respond to the realities in the market. This will put even more pressure on legacy automotive with their intentionally inflexible pricing structures and particularly on those not being able to make decent profits on their #BEV -s today. There are more challenges expected: #SIB or sodium-ion batteries are just around the corner. Hold your horses, SIBs will not become available as quickly as many would like to see. With an expected market share between 5% and 20% (the latter I understand as rather optimistic) in 2030, SIBs will gradually take over market share at the lower end of the car market. This means automotive must act and react very agile for being able to follow these dynamic developments in the market. All this will also mean the used car market will face a very bumpy ride for the next decade or more, with plummeting prices and big losses for those not being prepared - as we can witness today with Hertz, Sixt, and other car #rental and #fleet operators. https://lnkd.in/dWNtGGDt

Estimating critical battery material demand is crucial for evaluating the electric vehicle supply chain. Our detailed bottom-up analysis, considering individual vehicle design and battery material, under various sales predictions, reveals significant insights. The anticipated surge in demand is substantial: - Lithium demand is projected to increase by 10-16 times. - Nickel demand is expected to rise by 8-13 times. - Cobalt demand may see a surge of 6-9 times. - Manganese demand is forecasted to skyrocket by 25-46 times. For a comprehensive overview of our analysis and findings, delve into the complete report here: https://lnkd.in/gbQWHB6D #BatteryMaterials #ElectricVehicles #SupplyChain #Analysis

Check out our latest analysis on battery material demand for EVs, which I contributed to! We used #TechScape, a tool we’ve developed, to dive deep into how much critical materials will be needed as EV adoption grows. The numbers are eye-opening and show how important it is to plan for resource use, recycling, and keeping the supply chain strong. Explore the full report to delve deeper into the data and implications: https://lnkd.in/gbQWHB6D #TechScape #BatteryMaterials #ElectricVehicles #Sustainability #SupplyChain #EVAnalysis

Find out more about the true cost of battery materials from Fastmarkets! #battery #electrification #electricvehicles #ev #cost #supplychain #anode #cathode #lithium #pricing #rawmaterials

????The average price of lithium-ion battery packs dropped by 20% in 2024 to $115 per kilowatt-hour, marking the largest decline since 2017. This sharp drop, driven by overcapacity in cell production, lower metal prices, and the adoption of cheaper lithium iron phosphate batteries, could bring EV prices on par with gasoline-powered cars as soon as 2026 when prices are expected to fall below $100/kWh. https://lnkd.in/eAUQn-A #ElectricVehicles #BatteryTechnology #CleanEnergy