WheresTheMonkey
Regular
He....he......he....he.........and in a few months it will be Zero risk
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- Thread starter cosors
- Start date
Thanks Diogenese and Semmel for your analysis, much appreciated. Cheers
Solid Electrolyte Battery:
https://www.msn.com/en-au/news/othe...sedgntp&cvid=35a514b1a8b64d1084a17eba7495de26
The unveiling made its way into the keynote of Carlos Tavares, CEO of Stellantis, where he mentioned that the prototype solid-state cells have a 30 percent higher density than conventional lithium-ion batteries, which could enable a longer driving range or a lighter vehicle, depending on what the manufacturer wants to prioritize.
Factorial announced its partnership with Stellantis in November 2021 and has previously shown a 40 Ah solid-state battery cell concept. The company is also trying to leverage current lithium-ion battery manufacturing facilities to lower costs, using its so-called Factorial Electrolyte System Technology (FEST).
Among the benefits of solid-state batteries are a higher energy density, the potential for very fast charging, and a lower risk of fires caused by high temperatures.
30% doesn't sound much higher than Talnode Si. I wonder if Talnode Si would improve the solid state electrolyte?
I checked their patents and found couple which cover solid electrolytes:
US2022302499A1 POLYMER SOLID ELECTROLYTES, METHODS OF MAKING, AND ELECTROCHEMICAL CELLS COMPRISING THE SAME
US11335950B2 Polymer solid electrolytes
US2022302499 describes a test cell which uses a graphite anode:
Cycling performance: The polymer solid electrolyte was assembled in a 2032-coin cell with graphite as anode, and NMC811 as cathode. The cycling test was performed with a Neware cycling tester. All the batteries were tested using the same charging and discharging rate. The charge/discharge voltage window was from 2.8 V to 4.2 V. The battery was cycled at a current rate of 0.1 C from the first cycle to the fifth cycle, then the battery was cycled at a current rate of 0.33 C from the sixth cycle to the tenth cycle, then the battery was cycled at a current rate of 0.5 C from the eleventh cycle to the fifteenth cycle, then the battery was cycled at a current rate of 0.33 C from the sixteenth cycle. FIG. 8 illustrates the capacity retention curves of Example 5-2, Example 5-22, and Comparison Example 1 at current rates of 0.1 C, 0.33 C, 0.5 C, 0.33 C at room temperature.
and US1133590 uses commercially available anodes:
In one set of embodiments, the battery is a lithium-ion battery, such as a lithium-ion solid-state battery. The electrochemical cell may also comprise an anode, a cathode, a separator, etc. Many of these are available commercially. The polymer solid electrolyte material may be used as the electrolyte of the electrochemical cell, alone and/or in combination with other electrolyte materials.
Let's hope they have a reliable anode supplier.
Factorial Unveils 100 Amp-Hour Solid-State Battery Cell Concept At CES
Story by Iulian Dnistran • Yesterday 9:18 pmhttps://www.msn.com/en-au/news/othe...sedgntp&cvid=35a514b1a8b64d1084a17eba7495de26
The prototype battery cell was shown at the Stellantis exhibition space.
Factorial, a start-up that develops the next generation of solid-state batteries, showed a prototype of its new 100 Amp-hour (Ah) cells at the 2023 Consumers Electronics Show (CES) in Las Vegas.The unveiling made its way into the keynote of Carlos Tavares, CEO of Stellantis, where he mentioned that the prototype solid-state cells have a 30 percent higher density than conventional lithium-ion batteries, which could enable a longer driving range or a lighter vehicle, depending on what the manufacturer wants to prioritize.
Factorial announced its partnership with Stellantis in November 2021 and has previously shown a 40 Ah solid-state battery cell concept. The company is also trying to leverage current lithium-ion battery manufacturing facilities to lower costs, using its so-called Factorial Electrolyte System Technology (FEST).
Late last year, QuantumScape, another solid-state battery developer, announced it shipped the first batch of its 24-layer lithium-metal cells to electric vehicle manufacturers for in-house testing. When we published that story, details about the capacity of the cell were unclear, with QuantumScape saying it’s “in the multi-amp-hour range.” By comparison, Factorial mentions that its solid-state battery cell can store 100 Ah.
Among the benefits of solid-state batteries are a higher energy density, the potential for very fast charging, and a lower risk of fires caused by high temperatures.
30% doesn't sound much higher than Talnode Si. I wonder if Talnode Si would improve the solid state electrolyte?
I checked their patents and found couple which cover solid electrolytes:
US2022302499A1 POLYMER SOLID ELECTROLYTES, METHODS OF MAKING, AND ELECTROCHEMICAL CELLS COMPRISING THE SAME
US11335950B2 Polymer solid electrolytes
US2022302499 describes a test cell which uses a graphite anode:
Cycling performance: The polymer solid electrolyte was assembled in a 2032-coin cell with graphite as anode, and NMC811 as cathode. The cycling test was performed with a Neware cycling tester. All the batteries were tested using the same charging and discharging rate. The charge/discharge voltage window was from 2.8 V to 4.2 V. The battery was cycled at a current rate of 0.1 C from the first cycle to the fifth cycle, then the battery was cycled at a current rate of 0.33 C from the sixth cycle to the tenth cycle, then the battery was cycled at a current rate of 0.5 C from the eleventh cycle to the fifteenth cycle, then the battery was cycled at a current rate of 0.33 C from the sixteenth cycle. FIG. 8 illustrates the capacity retention curves of Example 5-2, Example 5-22, and Comparison Example 1 at current rates of 0.1 C, 0.33 C, 0.5 C, 0.33 C at room temperature.
and US1133590 uses commercially available anodes:
In one set of embodiments, the battery is a lithium-ion battery, such as a lithium-ion solid-state battery. The electrochemical cell may also comprise an anode, a cathode, a separator, etc. Many of these are available commercially. The polymer solid electrolyte material may be used as the electrolyte of the electrochemical cell, alone and/or in combination with other electrolyte materials.
Let's hope they have a reliable anode supplier.
Monkeymandan
Regular
Martin Phillips representing at the first summit focusing on Green value chains today…
https://www.svemin.se/en/news/news/...at-first-summit-during-swedish-eu-presidency/
https://www.svemin.se/en/news/news/...at-first-summit-during-swedish-eu-presidency/
teilenswert
Regular
Euroz Hartleys Initiation of Coverage of TLG - Advanced High Quality EV Anode Developer. The first Broker research report that I'm aware of. I could certainly live with a share price of 3 AUD by the end of the year, while I would hope for more.
www.talgagroup.com
Disclaimer - Talga Group
The information and content contained on this webpage is intended to be used or viewed solely in jurisdictions where it is lawful to do …
www.talgagroup.com
This thing had been so tightly bound for so long, IMO I think we'll go past 3 when it moves. When we have the Trinity of permits, offtakes, financing I would be hoping for 1.5-2B MC. So maybe $3.50-$5.50 range.
Even in current macro market, similar stage lithium companies have been hitting that. And in an inflationary environment, investing in resource backed by cheap government loans (hopefully) is better than a lot of other options (my opinion, not advice). And I know talga is doing a great job of becoming a technology company rather than just a resource company, but it main input is still a raw material that we extract ourselves.
The big bonus we may get this year that I'm excited about is the silicone additives. It's already going through qualification with customers, if we got an LoI/MoU or other outtake agreement for silicone, I could see that alone adding a few hundred million to our market cap. IE as much as what our entire market cap has been for most of the past 2 years. It's an entirely new product line for us, providing new value to customers, but leveraging off all the work that's already been done for Tal-C. IMO it will add significant value.
Even in current macro market, similar stage lithium companies have been hitting that. And in an inflationary environment, investing in resource backed by cheap government loans (hopefully) is better than a lot of other options (my opinion, not advice). And I know talga is doing a great job of becoming a technology company rather than just a resource company, but it main input is still a raw material that we extract ourselves.
The big bonus we may get this year that I'm excited about is the silicone additives. It's already going through qualification with customers, if we got an LoI/MoU or other outtake agreement for silicone, I could see that alone adding a few hundred million to our market cap. IE as much as what our entire market cap has been for most of the past 2 years. It's an entirely new product line for us, providing new value to customers, but leveraging off all the work that's already been done for Tal-C. IMO it will add significant value.
Just read the EH report, my 3.50-5.50 sits nicely within their 12 month NPV12-NPV8 estimates.
But, as they note, their $2.6 valuation is based on some VERY conservative assumptions, and doesn't account for the recent progress in Talnode-Si.
Gonna be an exciting year
But the most exciting part....
(Putting in a new post cos on my phone and copy/paste images sometimes messes things up)
.....
But, as they note, their $2.6 valuation is based on some VERY conservative assumptions, and doesn't account for the recent progress in Talnode-Si.
Gonna be an exciting year
But the most exciting part....
(Putting in a new post cos on my phone and copy/paste images sometimes messes things up)
.....
I swear to god I'm not pabs, this is from the conservative EH report.
I've been wanting to know for a long time what the companies goals were post 2025/ post 100ktpa. They have not communicated anything on this, even though it's not that far away. I was expecting at some point we'd maybe 5x again <500ktpa, but EH reckons it could be even more than that!
Oh yeah plus next generation products
Monkeymandan
Regular
View attachment 27106
I swear to god I'm not pabs, this is from the conservative EH report.
I've been wanting to know for a long time what the companies goals were post 2025/ post 100ktpa. They have not communicated anything on this, even though it's not that far away. I was expecting at some point we'd maybe 5x again <500ktpa, but EH reckons it could be even more than that!
Oh yeah plus next generation products
Been thinking the same thing about the 800ktpa.
I always thought these kinds of figures were fanciful, with my own conservative napkin calcs spitting out somewhere in the region of 300ktpa for ‘Niska+‘ scoping study, which I think will land in Q3/Q4 this year, after all the 19ktpa approvals are secured. I know the EU needs 3mtpa by 2040, but I want to be realistic with the complexity that comes with scaling up.
However EH clearly had good exposure to the project and MT himself, so it does make make me wonder whether this is based on any intel or feeling they got from discussions with Talga reps. High balling a future output forecast just makes them look a bit amateur, which leads me to think perhaps it isn’t just pie in the sky…?
I didn't realise at first that they were on the site visits recently, so yeah good thinking maybe they managed to glean a bit extra on what was possible in the future. It is bold prediction to make, especially as it's taking beyond what talga themselves have actually announced so you're right why would they bother including that of they didn't have something to go on.
I thought similar. Just commented on the new thread as hadn't yet checked here. Wouldn't surprise me at all that these numbers reflect MT's longer term hopes/plans. Otherwise why is he spending needed capital (from dilution) for further exploration... doesn't add up.
Stares_into_Space
Emerged
Found a video on YouTube of a guy breaking down Mercedes EQXX and it's prototype battery. The wh/kg is slightly less than 40% improvement from a different model car. Think it's got Talnode-si in it? Battery breakdown is at 7:55
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cosors
👀
MT in Sweden...
Crass! what a race machine 
"01/29/23 Pitea is the southern neighbor city to Lulea, half between Northvolt and Talga.
Race of Champions Sweden 2023
Audi Sport quattro S1, Mattias Ekström, Audi RS Q e-tron #204, Stéphane Peterhansel"
https://www.audi-mediacenter.com/en/photos/detail/race-of-champions-sweden-2023-115358
So he is not bored I begrudge him! What a dream! I've always wanted to see a race like that. Best of all is on ice with spikes
These are rockets! And what a good entertainment! MT I envy you. The Urquattro against the RS Q e-tron. Cool demonstration!
at 17:40
https://twitter.com/dinosaurman1
Special time to be in Sweden with Talga Team @Talga_Ltd with EV’s of all sizes around, needing #graphite anodes $TLG
The company on the picture with the truck charging station is:
CEO Jonas Wiklund at one of the company's charging stations. Photo: Wibax
https://affarerinorr.se/nyheter/2023/januari/wibax-satsar-pa-fossilfritt-till-2030/
___
Take a closer look at the e-tron via the link. In the race, it drives purely electrically. But it is also designed for the Baja or to drive through the desert where there are no charging stations. I realize that this is only a step in the right direction. But maybe you are interested because of the battery.
Crass! what a race machine
"01/29/23 Pitea is the southern neighbor city to Lulea, half between Northvolt and Talga.
Race of Champions Sweden 2023
Audi Sport quattro S1, Mattias Ekström, Audi RS Q e-tron #204, Stéphane Peterhansel"
https://www.audi-mediacenter.com/en/photos/detail/race-of-champions-sweden-2023-115358
So he is not bored I begrudge him! What a dream! I've always wanted to see a race like that. Best of all is on ice with spikes
These are rockets! And what a good entertainment! MT I envy you. The Urquattro against the RS Q e-tron. Cool demonstration!
at 17:40
https://twitter.com/dinosaurman1
Special time to be in Sweden with Talga Team @Talga_Ltd with EV’s of all sizes around, needing #graphite anodes $TLG
The company on the picture with the truck charging station is:
Wibax is committed to being fossil-free by 2030
PITEÅ THE PITEÅ company Wibax must by 2030 have a 100 percent fossil-free electric vehicle fleet powered by 100 percent self-produced electricity.CEO Jonas Wiklund at one of the company's charging stations. Photo: Wibax
https://affarerinorr.se/nyheter/2023/januari/wibax-satsar-pa-fossilfritt-till-2030/
___
Take a closer look at the e-tron via the link. In the race, it drives purely electrically. But it is also designed for the Baja or to drive through the desert where there are no charging stations. I realize that this is only a step in the right direction. But maybe you are interested because of the battery.
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@Gero - would be very interesting down the track to remodel your financials for Talga if the EU approve tax breaks for green projects as outlined today (see link and excerpt below).
Europe unveils $270 billion response to US green subsidies
Stung by the Biden administration's huge green subsidy program, the European Union unveiled plans for its own "Green Deal" Wednesday to cut red tape and deliver tax breaks.
In an ideal world, Talga could benefit from:
1) Reduced tax burden as mentioned above - not sure if this would apply to future profits or reduced tax for a period of time like some State Governments do with Royalties for selected new mining projects in Australia;
2) Access to additional favourable debt financing or even grants (akin to the IRA) that further reduces the equity component Talga need to raise capital for;
3) More favourable permitting regulations that streamlines expansion timelines to >100ktpa - >500ktpa - >1mtpa........
4) Ability for Talga to extract >100ktpa of ore in the first few years of operation while the expanded Niska expansion comes online.
These four items could take what is already a very economically attractive mining/battery materials project to a whole new level if the initial permits come through as expected and the EU Commission comes through with the goods in a timely manner. Will be interesting to watch when the rest of the market cottons on how well placed Talga is!
This is the future:
ABC News (AU)
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https://www.msn.com/en-au/news/aust...sedgntp&cvid=5aa2b12e439142e6e17c96a19b06f404
By 2050, the Australian Energy Market Operator says, it'll need about about 46GW/640GWh.
By comparison, the Victorian Big Battery is 300MW/450MWh. So the need for storage is roughly equivalent to adding more than five very large batteries per year for the next 27 years.
Andrew Blakers, director of the Australian National University Centre for Sustainable Energy Systems, estimates the need for storage to be even greater: about 50GW/1,000GWh of storage.
This is because electricity production will have to triple as the economy is decarbonised and sectors like ammonia production and steel-making are electrified.
"We have to do this inside 20 years," he added.
VRFB has the potential to store energy at a scale that would dwarf today's largest lithium-ion batteries, Professor Skyllas-Kazacos said.
"They are ideal for massive-scale energy storage," she said.
And after failing to commercialise homegrown tech, Australia may soon be manufacturing VRFB in large quantities.
"It would have been wonderful if we could have developed it in Australia sooner," Professor Skyllas-Kazacos said.
"[But] all we know how to do is construction and mining.
"[The companies] couldn't see beyond that. They couldn't see the big picture."
50 GW/1000GWh by 2050 - that's just Australia.
ABC News (AU)
FollowView Profile
Vanadium redox flow batteries can provide cheap, large-scale grid energy storage. Here's how they work
Story by By technology reporter James Purtill • 7h agohttps://www.msn.com/en-au/news/aust...sedgntp&cvid=5aa2b12e439142e6e17c96a19b06f404
How much storage do we need?
The National Electricity Market (which supplies the grid for most of the country, except WA and the NT) has about 1.5GW of batteries and pumped hydro.By 2050, the Australian Energy Market Operator says, it'll need about about 46GW/640GWh.
By comparison, the Victorian Big Battery is 300MW/450MWh. So the need for storage is roughly equivalent to adding more than five very large batteries per year for the next 27 years.
Andrew Blakers, director of the Australian National University Centre for Sustainable Energy Systems, estimates the need for storage to be even greater: about 50GW/1,000GWh of storage.
This is because electricity production will have to triple as the economy is decarbonised and sectors like ammonia production and steel-making are electrified.
"We have to do this inside 20 years," he added.
VRFB has the potential to store energy at a scale that would dwarf today's largest lithium-ion batteries, Professor Skyllas-Kazacos said.
"They are ideal for massive-scale energy storage," she said.
Almost 40 years since leading the team that invented the VRFB, Professor Skyllas-Kazacos can see the technology's potential is finally being realised.
And after failing to commercialise homegrown tech, Australia may soon be manufacturing VRFB in large quantities.
"It would have been wonderful if we could have developed it in Australia sooner," Professor Skyllas-Kazacos said.
"[But] all we know how to do is construction and mining.
"[The companies] couldn't see beyond that. They couldn't see the big picture."
50 GW/1000GWh by 2050 - that's just Australia.
Flightline
Emerged
Sweden has very big plans for developing northern Sweden in ways that will contribute significantly to stopping global warming. This recent newspaper article mentions Talga at least twice. https://www.highnorthnews.com/en/in...nvestments-over-sek-1000-billion-coming-years
High Voltage: Tesla’s super-sized gigafactory could need 23 mines’ worth of production every year — The Australian
Tesla is set to become the largest Western batteries producer, thanks to a huge gigafactory expansion. If, that is, miners can manage to keep it fed.