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LI-Ion Supply Chain vs China's dominance & the current trade impasse, are they related?
5/6/2019
| taildragger
Posted on 05/06/2019 7:52:37 AM PDT by taildragger
Two Stories that I will post links to given the amount of Websites that have Shunned FR. Futher comments in the Body section, here are the links:
https://www.cnbc.com/2019/05/02/us-legislation-aims-to-thwart-chinas-electric-vehicle-dominance.html
https://www.reuters.com/article/us-usa-lithium-electric-exclusive/exclusive-us-seeks-to-challenge-chinas-electric-vehicle-supply-chain-dominance-idUSKCN1S81EO
TOPICS: Business/Economy; Extended News; News/Current Events
KEYWORDS: boycotts; cellphones; china; electricvehicles; elonmusk; falcon9; falconheavy; lithiumion; nissanleaf; sanctions; senmurkowski; smartphones; spacex; tariffs; tesla; trade
This is significant. Regardless what FR-er's may think of Murkowski she is on the cutting edge via her Senate committee assignments in regards to promoting Nuclear including Gen 4 Reactors and the Lithium Supply Chain here in America. On the ladder she has shown up a great deal in the media over the last 2 months. A curious partner is a Senator from North Dakota a fracking state. Due your own Due Diligence, processes are being developed to extract Li-Ion from the water being used in Fracking as it is being picked up after it is pumped out. The bigger question is this also related to PDJT's hardball with the ChiCom's given they are now the dominate Battery supplier at this moment for EV's, something like 60%? Is this a desire to keep the big three relevant and not reliant on the ChiCom's and give them a stable product / supplier base and not be beholden to them as we head into 2020? I ask that. Other great articles that again I will link to to stay out of the mod's cross hair's and I do not say that disrespectfully, this whole copyright thing is a stick wicket.
To: taildragger
Rare earth minerals really arent rare.
There is a difference between provable reserves and reality across all other locations.
It just means we need to test more ground for components.
2
posted on
05/06/2019 7:58:46 AM PDT
by
ConservativeMind
(Trump: Befuddling Democrats, Republicans, and the Media for the benefit of the US and all mankind.)
To: taildragger
3
posted on
05/06/2019 7:58:52 AM PDT
by
taildragger
("Do you hear the people Singing? Singing the Songs of Angry Men!")
To: ConservativeMind
Yes we do. I can’t find the article, I believe an Open pit min e has been given a permit in NC for LI extraction.
4
posted on
05/06/2019 8:01:55 AM PDT
by
taildragger
("Do you hear the people Singing? Singing the Songs of Angry Men!")
To: taildragger
To: taildragger
LI isn’t the issue. Cobalt is the game breaker.
6
posted on
05/06/2019 8:19:14 AM PDT
by
ImJustAnotherOkie
(All I know is The I read in the papers.)
To: taildragger
Due your own Due Diligence, processes are being developed to extract Li-Ion from the water being used in Fracking as it is being picked up after it is pumped out.
...
The price of lithium is predicted to go down 50% over the next three years. Lithium is abundant in the Earth’s crust and thanks to capitalism there will be many new producers.
7
posted on
05/06/2019 8:51:09 AM PDT
by
Moonman62
(Facts are racist.)
To: taildragger
8
posted on
05/06/2019 11:06:47 AM PDT
by
DUMBGRUNT
("The enemy has overrun us. We are blowing up everything. Vive la France!")
To: taildragger
The big growth is coming in nickel and cobalt as the next generation batteries will favor these over lithium. There is plenty of both metals in north america.
9
posted on
05/06/2019 3:48:07 PM PDT
by
ckilmer
To: DUMBGRUNT
10
posted on
05/07/2019 5:01:46 AM PDT
by
taildragger
("Do you hear the people Singing? Singing the Songs of Angry Men!")
To: ckilmer
"The big growth is coming in nickel and cobalt as the next generation batteries will favor these over lithium. There is plenty of both metals in north america"I have not heard of a Nickel or Cobalt battery in a while aka the Nickel Metal Hydride since Dr Ovemshinski stuck one in a GM EV1 and took the range to 170 miles + and I think one iteration to 200+ and pissed the hell out of GM.
So many ingredients so little time, I have lost track of them all, the most recent is Vanadium as a replacement for Cobalt. All the Solid-State players etc etc. Do you have a link to a pure Nickel/Cobalt battery? thanks in advance!
11
posted on
05/07/2019 5:06:00 AM PDT
by
taildragger
("Do you hear the people Singing? Singing the Songs of Angry Men!")
To: Moonman62
"The price of lithium is predicted to go down 50% over the next three years. Lithium is abundant in the Earths crust and thanks to capitalism there will be many new producers."Moonman, there are those in the Twittersphere that are already pontificating there will never be "Peak Lithium", I think you are spot on, other sources and extraction methods that we cannot even dream of will become a reality. It will be fun to watch if the good L-rd blesses us w/ enough time to see it.
12
posted on
05/07/2019 5:12:34 AM PDT
by
taildragger
("Do you hear the people Singing? Singing the Songs of Angry Men!")
To: taildragger
here’s a google search for nickel cobalt batteries set to results for just the last year
https://bit.ly/2PQPpqE
13
posted on
05/07/2019 7:59:28 AM PDT
by
ckilmer
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