AVZ Discussion 2022

[Winenut]

I personally hope AVZ will buy the 15%.

Which begs The $64,000 Question

Who pays and How much

Where will AVZ get that kind of Coin

My guess is it will be a Lot more than $64k

Dare i say, 1st word starts with a C second word with R

Oops, That's Not going to Win a lot of Friends so forget i said that

Could we just Borrow it from a Bloody Big Bank with Shit loads of $$$$$

Food for thought on the Road to Mining Manono with that Extra 15% of Icing on the Cake

Frank

My understanding is AVZ have the first right of reply

Will they balk if the price is too high?

If they do.....what does that mean for the project

mmm.... your words...food for thought

 

[JAG]

Morning All....here's to an exciting week...

TC......you still haven't sent me your postal address

 

[JAG]

The Commercial and Mining Company of Congo (COMINIERE) has rejected in its entirety the allegations made by the Congolese Association for Access to Justice (ACAJ) during a media release dated March 5, 2022 on the case which the opposed to MMCS.​

During a press conference held this Saturday, March 12 in Kinshasa, to shed light on this issue, Maître Paupol Mwamba, COMINIERE's lawyer, indicated that the company whose interests he defends had fulfilled all its contractual obligations. vis-à-vis the MMCS company.

"You followed on March 5, the Coordinator of the Congolese Association for Access to Justice (ACAJ) held a press briefing during which he made certain statements that were not true in the dispute between COMINIERE SA and MMCS," said Maître Paupol Mwamba.

According to him, if the operating license number 12 222 has been lost, the fault lies with the Manomin company, which made commitments to maintain in validity, in accordance with the obligations of the contract, the operating license which been ceded, something that the latter was unable to achieve.

According to COMINIERE's counsel, the information from the Congolese Association for Access to Justice is not only unfounded but also does not provide any truth to the reality of the situation.

"During the said press briefing, the latter had affirmed that the company COMINIERE had not fulfilled its obligations under the joint venture contract concluded on September 16, 2013 with MMCS, which is not true. COMINIERE had fulfilled all its obligations, including the obligation incumbent upon it to transfer operating permit 12222 to the joint company Manono which was created. But this license was lost following the fault committed by Manamin which was under the management of the company MMCS Stratégique", he indicated.

For Mr. Paupol Mwamba, his client, in this case the COMINIERE company, suffered enormous damage following the non-compliance with the obligations by the Manomin company.

"On the contrary, COMINIERE suffered enormous damage. Manomin had guaranteed to COMINIERE by the majority company which is MMCS. He had guaranteed to keep valid, in accordance with the obligations of the contract, the operating permit assigned to him and this was not done. The permit was lost and Manomin was stripped of his rights. ", he explained.

Regarding the payment of five (5) million doorsteps, Mr. Paupol Mwamba indicated that it is a legal and contractual obligation. This is how the two parties agreed and it is not a fraudulent maneuver.

With regard to the investment of 11 million to which the ACAJ referred, it is expressed in these terms:

"We are going to comply with the contract that was signed between the parties which stipulates that for any investment greater than 500,000 USD, the two parties to the contract had to meet around a management council during which all these investments had to be decided. . So we want to have the report of this management board which decided on this investment of 11 million USD", he informs.

For the COMINIERE company, the assertions raised by the ACAJ according to which this Congolese company ran the risk of being condemned to pay millions of dollars in damages and interests, that has no reason to exist, because the cancellation of the contract occurred following non-compliance with the terms by the Manomin company.

Consequently, the Congolese Government does not have to enter into negotiations with the two parties to the contract, in its view, since it was it that withdrew the same license bearing the number 12222 which had been granted to the Manomin.

Mitterrand MASAMUNA​

 

[Xerof]

Who wants to be paid 5 million doorsteps what is one doorstep worth?

But seriously, a good find there JAG. should put to rest all the background conspiracy theories pervading twitter

 

[TheCount]

OK, everyone can calm down now - JAG and I have exchanged emails ... Appreciate your concerns!

A little something to celebrate the ML award ceremony is on its way to him too...

Cheers,
TC.

 

[Winenut]

Oh well

I managed to earn myself a little HC holiday

Did nothing more than point out again how certain posters are continually off topic and flaming and baiting with no decent contribution and absolutely no civility

Feck 'em

 

[JAG]

Oh well

I managed to earn myself a little HC holiday

Did nothing more than point out again how certain posters are continually off topic and flaming and baiting with no decent contribution and absolutely no civility

Feck 'em

 

[Azzler]

Just heard some very exciting news from my hong kong taxi driver, who got it off my balanese taxi driver... and so I emailed NF to verify, who got back to me over a steak dinner and a lovely glass of barossa red, which informed me that the mining licence, will be approved under the second full moon of the late spodumene season of the DRC.
I'm pretty sure it was legit.

 

[Winenut]

Dow futures surprisingly green at the moment

Can change at the drop of a hat I know

SP pushed down pretty hard into the mid 80's with 44.5M volume today

Donegaldemon reckons the pro money all had their fill quite some time ago ready for the closing auction at the end of the week and entry into the ASX 200

I'm not convinced personally

I still think they're working hard to keep the price down and accumulating

I believe it's mainly for the closing auction..........but maybe it's not....

Maybe it's to accumulate more in readiness for the ML dropping?

April 12th my friends....mark my words

 

[Remark]

Oh well

I managed to earn myself a little HC holiday

Did nothing more than point out again how certain posters are continually off topic and flaming and baiting with no decent contribution and absolutely no civility

Feck 'em

Nice one! Love your work Nut

 

[Winenut]

No great surprise @Remark and thanks for the likes. Won't see me over "there" till the 22nd....if at all

There is something very wrong with the relationship between "that" poster and the admin and quite frankly it stinks to high heaven

 

[Hudnut]

Just heard some very exciting news from my hong kong taxi driver, who got it off my balanese taxi driver... and so I emailed NF to verify, who got back to me over a steak dinner and a lovely glass of barossa red, which informed me that the mining licence, will be approved under the second full moon of the late spodumene season of the DRC.
I'm pretty sure it was legit.

You just summarised 400+ pages of HC.

 

[blu]

No great surprise @Remark and thanks for the likes. Won't see me over "there" till the 22nd....if at all

There is something very wrong with the relationship between "that" poster and the admin and quite frankly it stinks to high hea

ven

Hey @Winenut thanks for the support over at crr etc very happy to join the suspended ... have a great week!

 

[Winenut]

I believe you, even though thousands wouldn't

My Lithium Triangle Taxi Driver tells me the Shit has hit the Flamingo, but all is not lost, as

Lithium mining, climate change impacting flamingo populations in Chile​

www.mining.com/lithium-mining-climate-change-impacting-flamingo-populations-in-chile/

Albemarle facing environmental charges in Chile for over-extracting lithium-rich brine​

www.mining.com/albemarle-facing-environmental-charges-in-chile-for-over-extracting-lithium-rich-brine%EF%BF%BC/

This 36-year-old is leading Latin America to a green revolution​

At 36, Gabriel Boric is Chile’s youngest ever president and the most left-wing in half a century. He also aspires to be one of the world’s greenest heads of state.

Boric is in the vanguard of a new awareness across Latin America of climate change and its link to inequality, whether through access to clean water, the rainforest’s destruction, indigenous rights or sharing the benefits from mining.


In Colombia, Gustavo Petro is the frontrunner for the presidency on a ticket of environmentalism. Honduras President Xiomara Castro is moving to curb mining six weeks after taking office. And in Brazil, Luiz Inacio Lula da Silva sounds serious about tackling the burning of the Amazon as he bids to unseat Jair Bolsonaro later this year.
“Climate change, dear compatriots, is not an invention,” Boric said in his acceptance speech on election night back in December.

“We cannot look the other way when our farmers and peasants, when entire localities are deprived of water or when unique ecosystems are destroyed.”

For Boric among others, the goal is to transition to a new development model that’s less reliant on just exporting natural resources.

That’s potentially a hard sell at a time when Russia’s invasion of Ukraine is exposing just how vital Latin America’s output is for the world — and as governments enjoy the revenue from record commodity prices. Regardless, if it gains traction, the movement promises far-reaching implications for a resource-rich region that produces much of the world’s food as well as the building blocks of the global economy.

Politically, the rise of a climate-conscious agenda is coalescing with a swing to the left across the region that is reminiscent of the early years of the 21st century. But this time, rather than a repeat of the so-called pink tide, Latin America looks to be on the cusp of a green wave.

Take Colombia, a major exporter of oil, gas and coal, where Petro says the terms left- and right-wing are obsolete. For him, the new fault line is between the climate-friendly “politics of life” and the kind of economic models that perpetuate fossil-fuel extraction supported by what he calls the “politics of death.”

A 61-year-old senator who has a commanding lead in the polls for May’s election, Petro argues that the fight against climate change needn’t jeopardize efforts to combat poverty.

If elected, he envisions “a grand coalition of powers” with other leaders to “transition Latin America toward economies that are decarbonized, productive and based on knowledge,” he said in an interview in January.

Many remain skeptical it can work.

Without a doubt, concern for the environment “is becoming more mainstream,” says Sergio Guzman, director of Colombia Risk Analysis in Bogota. Still, for Petro “it’s going to be very difficult to realize his vision from a political, legal and practical economic angle.”

Colombia gets two-thirds of its energy from hydropower, but oil and gas account for nearly a third of all its exports.

As president, Petro would have significant sway over state-owned oil company Ecopetrol SA, which controls exploration in the Andean nation. But canceling future drilling contracts would be bound to face a court challenge, and higher fuel prices would have an outsized negative effect on the poor, a pillar of Petro’s base, said Guzman.

A generation ago, a block of like-minded governments led by the late socialist Venezuelan leader, Hugo Chavez, promised to use their natural resources to bring an end to inequality. But revenues were mismanaged, corruption ran rampant, and poverty soared as soon as a commodity supercycle crashed.

The environment didn’t get much of a look in.

Now, though, the region is drying out and burning up like never before, and pressure is growing at home and abroad to set ambitious climate goals as a prerequisite for tackling poverty.

The result is a new wave of climate action.

“The forces of the left on the continent, the most progressive politicians, are taking an important step compared to what we saw in the past in incorporating the environmental agenda due to climate change,” said Marcio Santilli, a founder of the Socio-Environmental Institute in Sao Paulo.

In Honduras, the new government has announced plans to stop issuing permits for open-pit mining, describing “extractive exploitation” as “harmful to the state.”

In Peru, President Pedro Castillo was elected last year on a platform that included supporting local communities in their battles against mining companies.

Even where governments are not making noticeable climate efforts, there is evidence of public pressure forcing their hands. In Argentina, the government had to defend oil exploration after thousands protested against its decision to grant concessions in the deep waters of the southern Atlantic.

In Ecuador, meanwhile, the Constitutional Court ruled at the end of January that a local referendum sought by environmentalists on mining within the metropolitan limits of Quito may go ahead.

President Guillermo Lasso, elected last year as Ecuador’s first center-right leader in nearly two decades, has in any case shown himself to be an enthusiastic backer of climate action. He attended the UN COP26 summit and in January expanded a marine protection area around the Galapagos Islands.

There are still notable holdouts. Mexico’s Andres Manuel Lopez Obrador, who sees energy independence as a matter of national pride, is looking to significantly boost oil output and is building a $12.5 billion refinery. In Argentina, energy subsidies that encourage consumption cost the government $11 billion last year. Peru’s Castillo has by no means shied away from mining, the bedrock of the economy.

The most important bellwether will be Brazil, the region’s biggest economy and an agricultural superpower, as it heads into presidential elections in October. Bolsonaro, the incumbent, has drawn the scorn of US President Joe Biden and threats from major financial institutions to divest assets unless he changes course on climate action.

Cumulatively over time, Brazil is the fourth biggest source of greenhouse gases worldwide, and the top producer of carbon dioxide as a result of fires and the change of land use from farms to pastures. Yet Bolsonaro, an unabashed backer of agribusiness, has gutted protection agencies, failed to enforce fines and overseen the largest destruction of the Amazon in over a decade.

As Lula, his main rival, looks to win a third term in a nation mired in recession and double-digit inflation, the economy is clearly the main voter concern. What’s more, his environmental track record is mixed: Deforestation rates were halved under Lula and his environmental minister, Marina Silva. But he also opened up thousands of miles of seabed to oil drilling, and a flagship mega-dam project flattened swaths of rainforest, upending indigenous communities. He’s already talking about offering voters fuel subsidies.

But Lula, 76, is sending signals of his intention to defend the Amazon from ranchers and farmers in a break from Bolsonaro’s policies.

“What we need to do is convince society that a standing forest could be more profitable to Brazil’s development than cutting down forests,” he said in October. Last month, he appointed a senator to run his election campaign who comes from the same party as Silva.

Brazil will have to demonstrate a commitment to reducing emissions if it wants to return to the world stage and unlock international funding, according to Ilona Szabo, president of the Igarape Institute, a think-tank in Rio de Janeiro.

“Inconsistencies will not be allowed any more,” she said.

In Chile, Boric is promising one of the biggest shake-ups since the 1970s.

He plans to tighten climate targets; help wean industry off fossil fuels; and overhaul the nation’s water management model following years of drought.

All that while facing a split congress and an economic hangover from the pandemic.

Another challenge lies in an independent process to draft a new constitution that could lead to even more radical reforms than Boric is proposing, threatening tax revenue needed to fund social spending.

“I wouldn’t say we’re not concerned about the new government in Chile,” said Kent Masters, chief executive officer of Albemarle Corp., the world’s largest lithium producer, citing its environmental focus.

“There’s definitely risk, but we think the new government will be responsible around the industry and the economy.”

If Boric and his climate scientist environment minister, Maisa Rojas, can succeed in striking that balance, other leaders will follow, said Oliver Stuenkel, a professor of international relations at the Getulio Vargas Foundation in Sao Paulo.


“If he does a good job, he will inspire others,” Stuenkel said. “He will become the trailblazer.”

www.mining.com/web/this-36-year-old-is-leading-latin-america-to-a-green-revolution/


View attachment 2565

Food for thought on the Road to Manono

Frank the Flamingo

Out there question Frank and entirely genuine...

How does the rising left wing with all the forward thinking and progressive policies in South America distance itself politically from the horror of Putin's obscenity in Ukraine?

I'm not on the left or the right

It's a genuine question.

I truly don't care where good policy comes from but the collateral damage from Russia's actions in Europe for anything even slightly left of centre must surely make it harder for left centred governments to get even genuinely positive agenda's across the line

Or are local issues simply that..."local" and until the Ukraine situation spills over to something more than our TV sets it has no impact?

Mmmm.......

To end on something other than a question I certainly hope that all governments around the world left, right or middle can get the correct policies across the line despite the difficulties for the greater benefit of the globe.......and very much for all our children

Cheers
Nut

 

[Winenut]

Hey @Winenut thanks for the support over at crr etc very happy to join the suspended ... have a great week!

View attachment 2566

Top response there Bluey and you're welcome

You know I don't think he/she/it got suspended.....some sort of weird protected species but for me now who G'sAF

Onward and upward!

 

[Winenut]

Dow Futures green at nearly 1am central standard time.......fingers crossed for a good day ahead

Cheers
Nut

 

[JAG]

EUROPE’S EV GIGAFACTORY CAPACITY PIPELINE GROWS 6-FOLD TO 789.2GWH TO 2030; BERLIN SUMMIT TO DISSECT BATTERY MEGATREND​

7th March 2022 Batteries
Europe has become the fastest growing region for new electric vehicle (EV) lithium ion battery capacity outside of China.
As the energy storage revolution and demand for lithium ion battery cells continues to rocket, plans for gigafactories – super-sized battery plants that are an order of magnitude bigger than their predecessors – are being developed in parallel.
Just three and a half years ago, Benchmark’s Lithium ion Battery Gigafactory Assessment (September 2018) reported Europe’s battery cell capacity to be at 120GWh by 2030 – enough cells for 2.2m EVs.
Now this planned annual capacity figure stands at 789.2GWh in 2030, more than a 6-fold increase and enough to produce almost 15 million pure EVs as this global battery arms race takes hold in Europe.
But the question remains how much of this capacity will come onstream and in what quality?
Benchmark Mineral Intelligence puts this subject under the microscope at its first in person event since the pandemic began: Battery Megafactories Europe 2022, 22-23 March, Berlin, Germany.
Our guest of honour is former Tesla Senior Director – Battery Technology, Kurt Kelty and now VP Commercialisation at Sila Nanotechnology.
Mr Kelty is a true pioneer, responsible for building the original supply chains for the first ever super sized battery plant, the Tesla Gigafactory 1 in Nevada, USA.
Industry Speakers include: SVolt, Envision AESC, InnoENERGY, Northvolt, Umicore, Livent, Britishvolt, and ElevenES (LFP).
Each event session is underpinned by Benchmark Mineral Intelligence keynote analysis for each link in the EV battery supply chain.

• Simon Moores (CEO) – Building a lithium ion economy in Europe
• NCM v LFP: Competing or complementary – Andrew Miller (COO)
• Rise of the battery gigafactories in Europe / Caspar Rawles (CDO), Hanisha Tirumalasetty (Analyst Battery Cells)
• The great raw material disconnect – Daisy Jennings-Gray (Senior Analyst)
• Unpacking ESG for the lithium ion battery supply chain – Charlotte Selvey-Miller (Head of ESG)
• Expert chair – Henry Sanderson (Executive Editor and formerly of the Financial Times)

Join us here.
To speak and sponsor, contact our Director of Events, Ben Ash at bash@benchmarkminerals.com.

RISE OF THE BATTERY GIGAFACTORIES IN EUROPE: 2022 V 2030 ​

By end-2022, Europe is set to have 7 active lithium ion battery producers of which the top five by capacity (and gigafactory location) are:

• LG Chem (Poland): 32GWh
• Samsung SDI (Hungary): 20GWh
• Northvolt (Sweden): 16GWh
• SK Innovation (Hungary): 7.5GWh
• Envision AESC (UK): 1.9GWh

In terms of quality, Europe has 4 of the world’s 7 tier one lithium ion battery makers and once Northvolt’s gigafactory in Sweden is active Benchmark anticipates this will also become a tier one producer.
Benchmark’s Tier One producers of Automotive-grade lithium ion battery cells, as of our February 2022 assessment, are (HQ): Panasonic (Japan); Samsung SDI and SK Innovation (South Korea); Envision AESC, CATL, and BYD (China).

BENCHMARK’S TIERS OF AUTOMOTIVE LITHIUM ION BATTERY PRODUCER​

Understand the Benchmark Methodology for our Tier System for Automotive-grade Lithium ion Battery Cells here.
By 2030, this top five landscape will be reshaped as Benchmark’s Gigafactory Assessment (February 2022) shows Europe to be on track for 27 gigafactories from 18 battery cell producers.
A more recent trend with Europe’s lithium ion battery build out is the emergence of auto majors as pseudo-battery producers seeking to secure cell supply through joint-venture plants.
In 2030, of the 17 gigafactories with a minimum annual capacity of 1 GWh in Europe, 8 of these plants are through automotive partnerships such as VW Group, Stellantis (the company created from the Fiat Chrysler Automobiles and the French PSA Group merger), Nissan, Volvo and Renault.
Of most significance is Tesla’s Berlin Gigafactory which is expected to officially commission commercial cell production in 2023 but reach a capacity of 75 GWh by 2026 and be operating at 125 GWh by 2030.
As a result, Giga-Berlin is on course to be Europe’s largest gigafactory by some way and the world’s second largest lithium ion battery plant behind its counterpart in Austin,Texas.
An expanded Northvolt is forecasted to be the region’s second second largest producer with 92 GWh of capacity through plans in Skellefteå, Sweden and a new joint-operation with Volvo, in Gothenburg, Sweden.
CATL, Erfurt will be third largest battery producer in Europe with 80 GWh by 2030
LG Energy Solutions (formerly LG Chem) is expected to be fourth with 67 GWh from Poland with no new gigafactory locations yet announced from the traditionally more conservative South Korean producer.
Meanwhile, ACC (Total/Stellantis) is expected to be operating three plants in France, Germany and Italy with a combined capacity of 64 GWh by 2030 with Verkor’s new Dunkirk-based Gigafactory to be at 50 GWh as the sixth largest producer.
By 2030, Benchmark anticipates Europe’s top five battery makers by capacity to be:

• Tesla (Germany): 125GWh
• Northvolt (Sweden x 2): 92 GW
• CATL (Germany): 80 GWh
• LGES(Poland): 67 GWh
• ACC (Total/Stellantis) (Germany, France, Italy): 64 GWh

Overall, Benchmark is forecasting Europe to have a capacity of 789.2GWh by 2030, little over 14% of the global total of 5,454GWh.
This is a more than 6-fold increase on what we expect for 2022, yet for comparison China is growing by 220% in the same period, while the USA is forecast to grow its battery capacity by 575%.
Is critical to note this data is Benchmark’s assessment in February 2022 yet the data is continually evolving. This is why Benchmark created its Gigafactory Assessment from scratch, to create world class data sets that the biggest decisions of the energy storage revolution rely upon.
To keep up to date with one of the most fast paced industries in the world, subscribe to Benchmark’s Gigafactory Assessment here.

BATTERY CAPACITY DOES NOT NECESSARILY EQUAL EV-READY SUPPLY ​

It is crucial to note however that capacity does not necessarily equal reliable supply for the EV industry.
There are a number of bottlenecks in building and operating these super-sized battery plants that can take five-years to build and fully ramp up.

A number of topics under discussion at Battery Megafactories Europe 2022, 22-23 March in Berlin are:

• Timelines to building and scaling Gigafactories and how does this align up with EV production plans
• EV Quality and quantity of battery cell production – understanding Benchmark’s Automotive Battery Tiering System
• Building corresponding cathode and anode capacity
• The great raw material disconnect: battery-ready supply of lithium, cobalt, nickel, graphite and manganese to feed Europe’s supply chain
• Building sustainable supply chains: ESG, battery recycling and transparency

​

 

[TheCount]

Thanks so much for that Cruiser

The detail is really appreciated

The only question mark seems to be the price.......and that is a not a small question mark

Aaaahh....the million dollar question

Oh...and weirdly Cominiere was created on my birthday April 12 and even more weirdly........ on my wife's birthday as well!!!!

Go Figure...

Go AVZ

C'MON!!!

ML = April 12th maybe?

TC.

 

[Winenut]

ML = April 12th maybe?

TC.

Definitely!!!!!...it's possible....maybe

 

[Winenut]

EUROPE’S EV GIGAFACTORY CAPACITY PIPELINE GROWS 6-FOLD TO 789.2GWH TO 2030; BERLIN SUMMIT TO DISSECT BATTERY MEGATREND​

7th March 2022 Batteries
Europe has become the fastest growing region for new electric vehicle (EV) lithium ion battery capacity outside of China.
As the energy storage revolution and demand for lithium ion battery cells continues to rocket, plans for gigafactories – super-sized battery plants that are an order of magnitude bigger than their predecessors – are being developed in parallel.
Just three and a half years ago, Benchmark’s Lithium ion Battery Gigafactory Assessment (September 2018) reported Europe’s battery cell capacity to be at 120GWh by 2030 – enough cells for 2.2m EVs.
Now this planned annual capacity figure stands at 789.2GWh in 2030, more than a 6-fold increase and enough to produce almost 15 million pure EVs as this global battery arms race takes hold in Europe.
But the question remains how much of this capacity will come onstream and in what quality?
Benchmark Mineral Intelligence puts this subject under the microscope at its first in person event since the pandemic began: Battery Megafactories Europe 2022, 22-23 March, Berlin, Germany.
Our guest of honour is former Tesla Senior Director – Battery Technology, Kurt Kelty and now VP Commercialisation at Sila Nanotechnology.
Mr Kelty is a true pioneer, responsible for building the original supply chains for the first ever super sized battery plant, the Tesla Gigafactory 1 in Nevada, USA.
Industry Speakers include: SVolt, Envision AESC, InnoENERGY, Northvolt, Umicore, Livent, Britishvolt, and ElevenES (LFP).
Each event session is underpinned by Benchmark Mineral Intelligence keynote analysis for each link in the EV battery supply chain.

• Simon Moores (CEO) – Building a lithium ion economy in Europe
• NCM v LFP: Competing or complementary – Andrew Miller (COO)
• Rise of the battery gigafactories in Europe / Caspar Rawles (CDO), Hanisha Tirumalasetty (Analyst Battery Cells)
• The great raw material disconnect – Daisy Jennings-Gray (Senior Analyst)
• Unpacking ESG for the lithium ion battery supply chain – Charlotte Selvey-Miller (Head of ESG)
• Expert chair – Henry Sanderson (Executive Editor and formerly of the Financial Times)

Join us here.
To speak and sponsor, contact our Director of Events, Ben Ash at bash@benchmarkminerals.com.

RISE OF THE BATTERY GIGAFACTORIES IN EUROPE: 2022 V 2030 ​

By end-2022, Europe is set to have 7 active lithium ion battery producers of which the top five by capacity (and gigafactory location) are:

• LG Chem (Poland): 32GWh
• Samsung SDI (Hungary): 20GWh
• Northvolt (Sweden): 16GWh
• SK Innovation (Hungary): 7.5GWh
• Envision AESC (UK): 1.9GWh

In terms of quality, Europe has 4 of the world’s 7 tier one lithium ion battery makers and once Northvolt’s gigafactory in Sweden is active Benchmark anticipates this will also become a tier one producer.
Benchmark’s Tier One producers of Automotive-grade lithium ion battery cells, as of our February 2022 assessment, are (HQ): Panasonic (Japan); Samsung SDI and SK Innovation (South Korea); Envision AESC, CATL, and BYD (China).

BENCHMARK’S TIERS OF AUTOMOTIVE LITHIUM ION BATTERY PRODUCER​

Understand the Benchmark Methodology for our Tier System for Automotive-grade Lithium ion Battery Cells here.
By 2030, this top five landscape will be reshaped as Benchmark’s Gigafactory Assessment (February 2022) shows Europe to be on track for 27 gigafactories from 18 battery cell producers.
A more recent trend with Europe’s lithium ion battery build out is the emergence of auto majors as pseudo-battery producers seeking to secure cell supply through joint-venture plants.
In 2030, of the 17 gigafactories with a minimum annual capacity of 1 GWh in Europe, 8 of these plants are through automotive partnerships such as VW Group, Stellantis (the company created from the Fiat Chrysler Automobiles and the French PSA Group merger), Nissan, Volvo and Renault.
Of most significance is Tesla’s Berlin Gigafactory which is expected to officially commission commercial cell production in 2023 but reach a capacity of 75 GWh by 2026 and be operating at 125 GWh by 2030.
As a result, Giga-Berlin is on course to be Europe’s largest gigafactory by some way and the world’s second largest lithium ion battery plant behind its counterpart in Austin,Texas.
An expanded Northvolt is forecasted to be the region’s second second largest producer with 92 GWh of capacity through plans in Skellefteå, Sweden and a new joint-operation with Volvo, in Gothenburg, Sweden.
CATL, Erfurt will be third largest battery producer in Europe with 80 GWh by 2030
LG Energy Solutions (formerly LG Chem) is expected to be fourth with 67 GWh from Poland with no new gigafactory locations yet announced from the traditionally more conservative South Korean producer.
Meanwhile, ACC (Total/Stellantis) is expected to be operating three plants in France, Germany and Italy with a combined capacity of 64 GWh by 2030 with Verkor’s new Dunkirk-based Gigafactory to be at 50 GWh as the sixth largest producer.
By 2030, Benchmark anticipates Europe’s top five battery makers by capacity to be:

• Tesla (Germany): 125GWh
• Northvolt (Sweden x 2): 92 GW
• CATL (Germany): 80 GWh
• LGES(Poland): 67 GWh
• ACC (Total/Stellantis) (Germany, France, Italy): 64 GWh

Overall, Benchmark is forecasting Europe to have a capacity of 789.2GWh by 2030, little over 14% of the global total of 5,454GWh.
This is a more than 6-fold increase on what we expect for 2022, yet for comparison China is growing by 220% in the same period, while the USA is forecast to grow its battery capacity by 575%.
Is critical to note this data is Benchmark’s assessment in February 2022 yet the data is continually evolving. This is why Benchmark created its Gigafactory Assessment from scratch, to create world class data sets that the biggest decisions of the energy storage revolution rely upon.
To keep up to date with one of the most fast paced industries in the world, subscribe to Benchmark’s Gigafactory Assessment here.

BATTERY CAPACITY DOES NOT NECESSARILY EQUAL EV-READY SUPPLY ​

It is crucial to note however that capacity does not necessarily equal reliable supply for the EV industry.
There are a number of bottlenecks in building and operating these super-sized battery plants that can take five-years to build and fully ramp up.

A number of topics under discussion at Battery Megafactories Europe 2022, 22-23 March in Berlin are:

• Timelines to building and scaling Gigafactories and how does this align up with EV production plans
• EV Quality and quantity of battery cell production – understanding Benchmark’s Automotive Battery Tiering System
• Building corresponding cathode and anode capacity
• The great raw material disconnect: battery-ready supply of lithium, cobalt, nickel, graphite and manganese to feed Europe’s supply chain
• Building sustainable supply chains: ESG, battery recycling and transparency

​

Great find Jag

Thanks for posting

Seems like it's possible to register and hook in as well which would be brilliant