Umicore

Beleggen in aandelen beurs Brussel, BEL 20, lokale fondsen, etc.
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Umi
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Re: Umicore

Berichtdoor Umi » 12 Apr 2018 07:49

FF2170 schreef:An important development ...

LG CHEM / HUAYOU COBALT DEAL RESHAPES CATHODE LANDSCAPE FOR ELECTRIC VEHICLE BATTERIES

http://benchmarkminerals.com/lg-chem-hu ... batteries/

Here Are the Firms Feeding China's Battery Revolution (Bloomberg):

https://www.bloomberg.com/news/articles ... revolution


LG Chem is looking for value in Cathodes! There's more money to make with Cathodes than with batteries...

To put that 40.000 tons in better perspective, cause production levels of 2017 are not a good standard...
Umicore will have 100k ton capacity by the end of 2019 &175k ton by the end of 2020.


btw... Is the cold war between China & South-Korea over??


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Re: Umicore

Berichtdoor FF2170 » 12 Apr 2018 18:27

This report is a little dated from Novembre 2015, but it has lots of good info (EVs, batteries, LG Chem, SDI, Panasonic, etc), for example page 23 is very interesting comparing BOM of ICE vs. electric

BNP PARIBAS

EQUITIES RESEARCH
ELECTRIC MOBILITY: TECHNOLOGY
Economics of EV batteries
by Peter Yu, Yong Liang Por, Masahiro Wakasugi

https://eqresearch.bnpparibas.com/resea ... e6eafc.pdf

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Re: Umicore

Berichtdoor FF2170 » 12 Apr 2018 19:12

more info on LG Chem and Huayou deal

https://investingnews.com/daily/resourc ... c=E3949101

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Re: Umicore

Berichtdoor FF2170 » 13 Apr 2018 03:59

Volkswagen prepares to produce ‘up to 500,000 EV battery packs per year’ at Brunswick factory

https://electrek.co/2018/04/12/volkswag ... k-factory/
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Re: Umicore

Berichtdoor 14-11-2014 » 13 Apr 2018 05:28

Paar dagen oud nieuws, bereikt nu pas sommige mainstream nieuwsbronnen. FWIW:

nikkei.com schreef:TOKYO -- Japanese researchers have found more than 16 million tons of rare-earth deposits, equivalent to a few hundred years of global consumption, under the seabed near the island of Minami-Torishima, about 1,900km southeast of Tokyo.

The research team, led by Yutaro Takaya, an instructor at Waseda University, and Professor Yasuhiro Kato of the University of Tokyo, published detailed findings on the size of the deposits for the first time on Tuesday in Scientific Reports, a U.K. online scientific journal. They also said they had come up with the technology to allow the resources to be extracted efficiently. The researchers plan to work with private companies to recover the rare earths.

Rare earths are used in a range of high-tech products, including hybrid and electric cars, as well as magnets for wind turbines and florescent materials for light-emitting diodes.

Much of the world relies heavily on China for rare earths, a concern for some. China accounts for about 90% of global production and its dominant position has resulted in price spikes and shortages in the past.

The newly found resources lie within Japan's exclusive economic zone, and recovering them could help the country lose its standing as a resource-poor country.

The research team collected samples of the rare earth elements in 25 locations on the seabed across a 2,500 square-kilometer area south of Minami-Torishima and analyzed their density.

The analysis found 730 years' worth of global demand for dysprosium, used for the magnets in hybrid cars, and 780 years' worth of yttrium, used in lasers.

The recovery method developed by the team was based on work with calcium phosphate, a composite substance in teeth and bones.

The substance contains a high density of rare-earth elements and has a large particle diameter. The team conducted experiments to separate it using centrifugal force and found that the density can be raised by up to 2.6 times. The method can boost the density of rare-earth elements to 20 times that of deposits in mainland China.

"The realization of rare-earth resources development has come into sight because of the sharp increase in economic efficiency [of recovery]," Kato said.

In 2012, Kato's team discovered an area near Minami-Torishima that appeared to contain a large deposit of rare-earth elements. They formed a consortium to develop the technology to extract the resources that included Modec, a Japanese builder of offshore floating platforms, and Toyota Motor.

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Re: Umicore

Berichtdoor FF2170 » 15 Apr 2018 01:20

Tesla battery degradation at less than 10% after over 160,000 miles (260,000 km), according to latest data.

"A group of Tesla owners on the Dutch-Belgium Tesla Forum are gathering data from over 350 Tesla vehicles across the world and frequently updating it in a public Google file ... "

https://electrek.co/2018/04/14/tesla-ba ... tion-data/

Future EV batteries will do even better:

https://electrek.co/2017/05/09/tesla-ba ... me-double/
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Re: Umicore

Berichtdoor FF2170 » 17 Apr 2018 00:31

A very interesting retro-looking electric car (probably coming to Europe):

https://electrek.co/2018/04/16/ev-start ... hub-motor/

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Re: Umicore

Berichtdoor FF2170 » 17 Apr 2018 00:40

Bicycles are very popular in many European and Chinese cities. E-bikes should do very well.

https://electrek.co/2018/04/16/bosch-br ... ign-shift/

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Re: Umicore

Berichtdoor FF2170 » 18 Apr 2018 01:13

China to allow full foreign ownership in auto industry

This is very big news, for both multinational ICE and EV makers.

and ... "Limits on foreign ownership of electric vehicle producers will be eliminated this year" (Tesla expected to be the first one in, to make Model 3 and Y for the Chinese market)

https://www.washingtonpost.com/world/as ... 3697bf860f

Donald Trump caused the Chinese to change?