State holding to be Indonesia’s battering ram into global battery market – by Norman Harsono (Jakarta Post Jakarta – October 16, 2020)

https://www.thejakartapost.com/

Indonesia has mobilized three of its biggest state-owned enterprises (SOEs) and opened talks with two foreign multinationals to bring Southeast Asia’s largest economy into the world’s highly lucrative electric vehicle (EV) battery market.

The SOEs Ministry has ordered mining holding MIND ID, oil and gas giant Pertamina and electricity monopoly PLN to establish a holding company – tentatively “PT Indonesia Battery Holding” – that will develop an end-to-end domestic supply chain for EV batteries.

The trio are also in talks with China’s CATL and South Korea’s LG Chem, the world’s top two EV battery makers by output, to invest between US$12 billion and $20 billion in developing the dream supply chain.

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Clean Energy Can’t Have Dirty Roots – by Ketan Joshi and Antony Loewenstein (Foriegn Policy – October 15, 2020)

https://foreignpolicy.com/

Securing human rights in the supply chain of critical minerals is vital for a green future.

On the face of it, the recent news that California will ban the sale of petrol cars in 2035 and favor electric vehicles is a positive development toward a greener, safer, and more sustainable world. And yet this announcement brings as many questions as answers, not least whether electric vehicles really are the best and easiest solution to the climate crisis.

The reality is far more complicated. The electrification of transport and the construction of new clean energy like solar are vital components of curing the carbon problem. But they come with their own novel and potentially show-stopping environmental and ethical costs, and these must urgently be grappled with by those of us who call for climate action at a rapid rate.

Everyone who expected climate policy to cool in the year of COVID-19 has been sorely disappointed. A flurry of announcements is increasing as the end of the year approaches, mostly relating to either general climate ambition, the accelerated deployment of mature technologies, or innovation to create new ones.

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Australia’s Key EV Potential Beyond Elon Musk and Tesla – by Priscila Barrera (Australia Investing News – October 14, 2020)

https://investingnews.com/

Battery metals investors around the world continue to talk about the news, plans and ideas discussed at Tesla’s (NASDAQ:TSLA) Battery Day in September.

The California-based automaker led by Elon Musk unveiled plans to reduce battery cell and pack costs with one main goal in mind: building a US$25,000 electric vehicle (EV).

Musk announced on stage that Tesla will be building a cathode facility in Texas, and will be sourcing its raw materials from North America. He also said the company has rights to lithium-rich clay operations in Nevada, which it could potentially use to secure supply of that raw material.

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Battery Chat with Parri #1: Prof. Arumugam Manthiram (Nickel Institute – October 15, 2020)

https://nickelinstitute.org/

Prof. Arumugam Manthiram, a renowned professor at the University of Texas at Austin, has contributed substantially to the field of energy storage with his research having great impact on the scientific community. In this chat, Prof. Manthiram shares his research path briefly, his perspective on current research performed on high-nickel cathodes, and a glimpse of his future research directions.

Prof. Arumugam Manthiram currently holds the Cockrell Family Regents Chair in Engineering #5 and is the Director of the Texas Materials Institute.

With over 800 publications and 69k citations, his recent papers in Nature Energy and Nature Communications have been accessed by almost 60,000 people. Working on a wide range of high-nickel cathode materials for Li-ion batteries (among other topics), Prof. Arumugam Manthiram’s group recently performed a very interesting comparative study on various high nickel-containing cathode compositions: NMA-89 (89 refers to 89% nickel content) to NMC-89, NCA-89, and Al-Mg co-doped NMC (NMCAM-89).

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South Korea seeks to exit Africa mining JV despite rising nickel demand – by Man-su Choe (Korean Investors – August 26, 2020)

http://www.koreaninvestors.com/

State-run Korea Resources Corp. has embarked on a plan to sell its stake in a loss-making nickel mining joint venture in Madagascar, Africa, after the ruling Democratic Party put forward a motion to ban the cash-strapped institution’s direct investment in overseas projects.

The planned sale, announced early this month, would mean South Korea’s exit from one of the world’s three-largest nickel mines, at a time when demand for nickel, a core raw material for rechargeable batteries, is on the rise from the burgeoning electric vehicle (EV) industry.

Korea Resources has pumped 2.2 trillion won ($1.9 billion) in the joint venture (JV), Ambatovy, since acquiring a 33% stake in the venture in 2006.

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Tesla Puts Nickel in Focus at Battery Day, but Details Still Needed – by Priscila Barrera (Nickel Investing News – October 8, 2020)

https://investingnews.com/

Nickel has been making headlines since Tesla (NASDAQ:TSLA) CEO Elon Musk called for more mining of the metal over the summer, and the company’s Battery Day has reinforced interest.

Musk said at the recent event that the automaker is looking to process nickel in a more efficient way, eliminating steps and addressing the waste of water. He also reiterated his request for more nickel mining, and said the company is developing cathodes that will contain higher nickel and no cobalt.

At Battery Day, all plans unveiled by Tesla point to a reduction in battery costs, in line with the company’s goal of producing an affordable US$25,000 electric vehicle (EV) in the next three years. Tesla is also looking to ramp up battery production capacity to 100 GWh by 2022 and to 3 TWh by 2030.

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BHP thinks big on nickel after Musk dangles supply contract – by Brad Thompson (Australian Financial Review – October 13, 2020)

https://www.afr.com/

BHP fanned speculation that it is closing in on an off-take deal with Elon Musk’s Tesla after moving to boost nickel production while reducing carbon emissions in Western Australia.

Eddy Haegel, the boss of BHP’s reborn Nickel West business, said it would continue to acquire prospective nickel tenements in WA after investing in new and existing mines and boosting processing capacity.

Nickel West has also started commissioning work at its delayed nickel sulphate plant at Kwinana, south of Perth, as it doubles up on the battery metal.

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A plan for ‘Lithium Valley’ begins to take shape – by Katie Fehrenbacher (GreenBiz.com – October 14, 2020)

https://www.greenbiz.com/

While California is accelerating toward an electric vehicle future — in part thanks to the new gas car sales ban — it’s also got a potentially massive, and still totally untapped, EV resource in its backyard. Is that opportunity finally starting to get some attention?

That would be the valuable lithium that lies beneath the ground in the geothermal brines of the Salton Sea.

If you haven’t heard of it, the Salton Sea is a 350-square-mile, shrinking lake that’s a looming ecological disaster located a couple dozen miles south of Joshua Tree National Park.

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Top Battery Makers Discuss $20 Billion Indonesia EV Plans – by Eko Listiyorini and Harry Suhartono (Bloomberg News – October 14, 2020)

https://ca.finance.yahoo.com/

(Bloomberg) — Contemporary Amperex Technology Co. Ltd. and LG Chem Ltd., two of the world’s top producers of batteries for electric vehicles, have signaled they may join projects that could see $20 billion more invested in supply chains in Indonesia, according to the country’s government.

The firms signed separate heads of agreement with Aneka Tambang Tbk last month aimed at manufacturing higher value products for batteries from the state-owned miner’s nickel output, said Septian Hario Seto, deputy for investment coordination and mining at the coordinating ministry for maritime affairs and investments.

It’s a strategy that would involve development of new capacity for metals processing to battery pack assembly, according to Seto. “This is a race on technology,” he said in an interview. “LG Chem and CATL are two front-runners in lithium battery technology.”

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Avenging the Avro Arrow: the audacious play to build an all-Canadian electric car – by Adam Radwanski (Globe and Mail – October 14, 2020)

https://www.theglobeandmail.com/

A new all-Canadian electric vehicle has the potential to help transform the country’s automotive sector, even if it never actually makes it to the road.

On Tuesday, the Automotive Parts Manufacturers’ Association, which represents Canadian companies that ordinarily supply parts to international automakers, announced the design for what it has branded Project Arrow – an effort to prove that a zero-emissions vehicle can be completely designed, engineered and built here.

It’s now to proceed to the engineering stage, with the rollout of a full concept car targeted for 2022.

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Will it be Northern Ontario minerals going into Oakville-produced electric cars or Congolese? – by Maija Hoggett (Sudbury.com – October 12, 2020)

https://www.sudbury.com/

The North needs to ‘seize this moment,’ Timmins-James Bay MP Charllie Angus says

With the government investing in electric vehicles, Timmins-James Bay MP Charlie Angus said the region should “seize this moment.”

At the Timmins Chamber’s town State of COVID-19 townhall Oct. 7, Angus talked about the exciting potential for the area.

The federal and provincial governments announced a combined $590-million investment on Oct. 8 for Ford Motor Company’s $1.8-million retooling of its Oakville assembly plant to start rolling electric vehicles off the line by 2025.

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Energy Renaissance lithium-ion gigafactory breaks ground in Tomago, NSW – by Natalie Filatoff (PV Magazine Australia- October 13, 2020)

Senec launches in Australia, aims to build an energy community

In less than a year from today, Australia will be producing its own renewable-energy-storing lithium-ion batteries in the Hunter Region.

Tomago, on the outskirts of burgeoning Newcastle and its world-class port, with its access to the skilled labour of the coal fields, the doctorates of Newcastle University, CSIRO’s Energy Centre research hub and supply chains of mineral wealth throughout Australia, has won the distinction and job opportunities inherent in becoming home to Energy Renaissance, Australia’s first advanced-manufacturing, lithium-ion battery facility.

Dubbed Renaissance One, the facility will be the flagship of ER, which intends to ramp up production to 5.3 GWh per annum of safe, affordable, hot-climate-optimised batteries for Australia and South East Asian markets in coming years.

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Ford goes electric, Ontario poised to win – by Brian Lilley (Toronto Sun – October 7, 2020)

https://torontosun.com/

It’s being billed as the best news for Ontario’s automotive sector in 15 years and while it’s not a new plant, it is a new lease on life for one of the anchors of the industry.

On Thursday morning, Premier Doug Ford will stand with Ford Canada CEO Dean Stoneley and Unifor president Jerry Dias to announce a major investment in the plant.

Ford Canada will announce a $1.2 billion investment in their Oakville plant while Ford, the premier, will announce $295 million from the province. Prime Minister Justin Trudeau, expected to join via video link, will announce the federal government will also put $295 million into the plant.

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OPINION: The Green Revolution is coming but is overly hyped – by Eric Reguly (Globe and Mail – October 3, 2020)

https://www.theglobeandmail.com/

When Goldman Sachs published a landmark study this summer on clean energy, the greenies cheered. The Wall Street giant didn’t really say anything new, but its conclusions reinforced the notion that the oil era is winding down and that renewable energy would soak up the bulk of the entire energy industry’s investment dollars.

Specifically, the report, “Carbonomics: The green engine of economic recovery,” said that renewable power will emerge as the No. 1 area of energy spending in 2021, usurping oil and gas spending for the first time, and that the green transition will drive US$1-trillion to US$2-trillion per year – per year! – in infrastructure investments, while generating as many as 20 million new jobs worldwide.

All encouraging news, if true, and even better news for the planet. The United Nations has predicted all sorts of life-threatening calamities if carbon emissions push average global temperatures beyond 1.5 degrees Celsius above pre-industrial levels.

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OPINION: Ottawa’s quixotic jolt to our electric-battery industry is riskier than it’s letting on – by Andrew Coyne (Globe and Mail – October 7, 2020)

https://www.theglobeandmail.com/

Perhaps the giddiest part of a Throne Speech that seemed at several points to be high on intoxicants was that bit about how Canada was poised to become a world leader in the production of electric batteries, on the unassailable grounds that “Canada has the resources” from which electric batteries are made.

It’s a theme the government, and particularly Industry Minister Navdeep Bains, has been pushing with some regularity. Canada is “rich in key ingredients like lithium, graphite, nickel, cobalt and aluminum,” he told the Toronto Star’s Tonda MacCharles in a prespeech interview.

All these resources lying about, just waiting to be converted into world-leading electric batteries – it’s a wonder no one’s thought of this before.

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