Robert Baylis

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Robert Baylis

Robert Baylis

@robertbaylis

👀 Batteries and the Value Chain: Nickel, Cobalt, Lithium, PCM, Cathode; Re-tweets not an endorsement; Opinions my own.

London Katılım Temmuz 2009
404 Takip Edilen2.2K Takipçiler
Robert Baylis
Robert Baylis@robertbaylis·
« Umicore is well positioned within this context because as the main buyer of battery grade lithium in Europe it is teaming up and evaluating the quality of products supplied by emerging lithium suppliers and their new projects across Europe. »
Umicore@UmicoreGroup

#Lithium may be light, but its impact on batteries and the energy transition isn't. Discover why this #CriticalRawMaterial matters for batteries, recycling and Europe’s supply chain: umico.re/ucv #UmicoreMaterials

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Robert Baylis
Robert Baylis@robertbaylis·
“Cobalt Holdings did not give reasons for the U-turn after pricing its shares at $2.56 each last week. However, sources cited by Reuters have indicated that the process was halted due to a lack of investor demand.” A somewhat predictable eventuality! mining.com/cobalt-holding…
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Francis Boulle 🏴
Francis Boulle 🏴@FrancisBoulle·
in your opinion, which is the most AI proof industry? i.e. which industry will see the least human redundancies from AI in the near term
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Robert Baylis
Robert Baylis@robertbaylis·
Canada 🇨🇦 playing by China’s 🇨🇳 playbook:
Robert Baylis tweet media
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Robert Baylis
Robert Baylis@robertbaylis·
@AustinDevaney @globallithium If you drew a wiggly line from Jiangxi, through Sichuan and Qinghai, to Tibet, as the main Li producing regions (each with different resources and thus not geologically continuous) it still wouldn’t be 2800km, thus the inference is it’s lost in translation.
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Robert Baylis
Robert Baylis@robertbaylis·
@KevinGShang 😧 wowzers, but not totally unexpected based on recent form. There is capability ex-China, with eyes on Tesla/Keliber for 4/5, and plenty of big guns now in 6, but 1/2/3 is where ROW faces an uphill battle to compete on low-cost LIBs.
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Robert Baylis
Robert Baylis@robertbaylis·
@BillyBigTime6 Re-calc: 1kg LCE / kWh so at avg. 50kWh / EV = 50kg. X1.7M = 85KT LCE for UK. Europe = 500KT LCE.
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BillyBigTime
BillyBigTime@BillyBigTime6·
The EU sells around 10m new cars per year. 10m x 6kg = 60,000 tonnes of hydroxide/carbonate p.a. As you can see, Europe needs the ENE project. When you add in all the buses and other equipment that will also go electric, the amount required is going to be huge.
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BillyBigTime
BillyBigTime@BillyBigTime6·
@noalaminacc @Miljew91 @GJetson321 @EXNewEnergies That’s a lot of lithium and graphite!!
Alex@alex_avoigt

🇬🇧 UK confirms Ban on ICE in 2030 The United Kingdom has confirmed the strict requirement: No more new petrol and diesel cars are to be sold from 2030. Prime Minister Keir Starmer is sending out clear signals and is sticking to this ambitious target. However, the Government will launch a ‘fast track’ consultation on electric vehicle (EV) sales targets in the Zero Emission Vehicle (ZEV) mandate after mounting pressure from the auto industry. The ZEV Mandat: 22% of new car sales must be battery electric by 2024. The car industry criticises that this could only be achieved through high discounts, which are ‘not sustainable’. The penalty: Manufacturers who do not fulfil the requirements face fines of up to £15,000 per vehicle. An alternative is to buy ‘quotas’ from other manufacturers who exceed their targets. Just 5 years left – the clock is ticking.

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Robert Baylis
Robert Baylis@robertbaylis·
@LyleTrytten Good to see, but, ahem, no helmets!?(although I have noticed the culture of wearing a helmet is a distinctly different in the UK to EU… not withstanding more avid cyclists Europe-wide who’ve witnessed or experienced head+tarmac (or tree/rock) to know it’s a smart idea!
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Robert Baylis
Robert Baylis@robertbaylis·
@heppel_george Compact (A/B) ICE cars are on the market for around €15-20K in Europe (€12.5-16K if you strip 20% VAT) yet similar-sized LiB-EVs avg. €34-40K. Long range aside, there is no cost reason for this delta today (China is showing as such), it’s just taking time to scale this segment
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George Heppel
George Heppel@heppel_george·
The best (and perhaps only) way to achieve a mass-market €20k EV in Europe is to sign an LTSA for Na-ion cells from Asia, ship them over in bulk and assemble the car in Europe. cleantechnica.com/2024/05/29/fro…
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Robert Baylis
Robert Baylis@robertbaylis·
@hanseric @catl_official Assuming 1kg LCE / kWh, that’s 13GWh of recycled content to feed in (but let’s say 20GWh assuming losses). So not that surprising, based on Brunp and CATL’s presence in the market. More interesting would be: a) the % of LFP in the mix and b) the % of domestic vs. imported feed.
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Hans Eric Melin
Hans Eric Melin@hanseric·
Great video in which @catl_official 's CEO Zeng Yuqun in a few meanings says things which for most Davos participents is beyond comprehension: -That CATL (Brunp) recycled 13,000 of Lithium carbonate last year -That they refurbish batteries and sell ESS to the developing world yicai.com/video/10196350…
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Robert Baylis
Robert Baylis@robertbaylis·
We weren’t quite in stealth mode, but… Pleased to be officially launching the EBA Strategic Battery Materials Fund to help finance and support the evaluation phases of battery raw material projects in Europe and overseas. 🥅 = 💪🏼 🔋 ⛓️ in ⛏️ 🧪 & ♻️
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Robert Baylis retweetledi
Maroš Šefčovič🇪🇺
Maroš Šefčovič🇪🇺@MarosSefcovic·
We mean business. The #battery industry is of strategic importance, with some 160 industrial projects, incl. 30 gigafactories, supported by the #EUBatteryAlliance - now 800 members strong and growing.
Margrethe Vestager@vestager

This is a 1st case of matching aid. We approved 902M€ #StateAid for @northvolt to build a new plant of green #batteries in 🇩🇪. Without it, @northvolt would set the plant in 🇺🇸, where they were offered support under the #IRA Now investments & jobs will be in 🇪🇺 More w/ @BMWK ⬇️

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Robert Baylis
Robert Baylis@robertbaylis·
@The_Jow Someone should twin that place with Stoksey Castle, Shropshire, UK. No sign of a head-frame there though.
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Robert Baylis
Robert Baylis@robertbaylis·
@andyleyland1 @KevinGShang You’re right, thanks for spotting my mistake Andy, it’s only foreign subsidiaries that come under the state-owned restriction. Watch now for a large(r) pivot of Chinese co’s to facilities and JVs ex-China (e.g. Morocco) 👀 - if they can get the govt. approval!
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Andy Leyland
Andy Leyland@andyleyland1·
@robertbaylis @KevinGShang “Subject to the jurisdiction of” in FEOC basically means all Chinese companies fall under the category - the IRA language seems to be following the CHIPS act
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Kevin Gunan Shang
Kevin Gunan Shang@KevinGShang·
“Now South Korean players have a tough choice to make: either negotiate with Chinese counterparts to reduce their stake to less than a quarter in joint ventures, or, in effect, give up on the U.S. market.” #battchat asia.nikkei.com/Business/Busin….
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Samson Li
Samson Li@SamsonLi7·
I was excited after waking up at 5am in the morning thinking I can buy a stock for the cheap...alas things didn't go as planned 😤😫
GIF
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Robert Baylis
Robert Baylis@robertbaylis·
@KevinGShang Q remains on both sides though whether domestic cell production is sufficient in short-term to continue the FTA without disruption to manufacturers. It’s variable by OEM.
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Robert Baylis
Robert Baylis@robertbaylis·
@KevinGShang Makes sense. Also, cells from Envision’s expanded Sunderland gigafactory may be acceptable under a revised EU-UK EV FTA if ROO = ‘domestic cell production only’ as the stop-gap, thus allowing continued tax-free trade which would benefit UK-produced JLRs (and Nissan).
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Keşfet

@FrancisBoulle @samcpr @AustinDevaney @globallithium @KevinGShang @BillyBigTime6 @noalaminacc @Miljew91