Chatgpt generated image of Europe navigating between China’s processing choke point and America’s federal volatility toward a more resilient battery minerals future.
The energy transition will not fail because the world runs out of useful minerals. It can be slowed, made more expensive, and made more fragile because the industrial systems that turn minerals into batteries, motors, power electronics, grid equipment, and vehicles are concentrated, politically exposed, and hard to rebuild. That … [continued]
Companies Need Critical Minerals for Electronics, Medical Equipment, Crops, and More. These 3 Techniques (and Others) Could Make Some Easier To Get. “The Fast Lane” series zooms in on some of the thousands of technologies born in national laboratories that companies can license today. This iteration focuses on tools and … [continued]
"Mudpots bubble and steam near the Salton Buttes lava domes, a volcanic area at the southeastern end of the Salton Sea, California." Image credit: Deborah Bergfeld, USGS.
Critical minerals, such as copper, cobalt, and silicon, are vital for energy technologies, but most critical minerals markets are less transparent than mature energy markets, such as crude oil or coal. Like other energy markets, many supply-side and demand-side factors influence pricing for these energy-relevant critical minerals, but critical minerals supply chains contain … [continued]
With a forthcoming factory in North Carolina, the leading Indian EV battery materials firm EAM plans to meet the graphite anode demand of 1 million in made-in-the-US EVs per year by 2030 (courtesy of EAM via businesswire.com).
The leading Indian EV battery materials firm Epsilon Advanced Materials plans to meet the graphite anode demand of 1 million in made-in-the-US EVs per year by 2030.
Recurrent foresees an EV tipping point coming to the US over the next 5 years, but whether it is accurate or optimistic remains to be seen.
Tariffs on graphite from China may seem like an easy thing to do, but they are an indication of national weaknesses in technology.
Norwegian company Vianode has signed a multi-year deal with General Motors to supply synthetic graphite for batteries beginning in 2027.
Tennessee will play a key role in the domestic EV battery supply chain, as the host of two new factories slated to produce synthetic graphite in bulk.
The humble rice hull could provide EV battery makers with a more sustainable, bio-based graphite supply chain that outperforms conventional graphite, too.
Stellantis is the latest US electric vehicle stakeholder to firm up its EV supply chain with synthetic graphite produced in Tennessee.
Stellantis is the latest US electric vehicle stakeholder to firm up its EV supply chain with synthetic graphite produced in Tennessee.
