teilenswert
Regular
Batterianodsfabriken i Luleå – stor som fem fotbollsplaner
Nu har spaden satts i jorden för Europas första batterianodsfabrik med naturlig grafit. Det första spadtaget innebär starten för bygget vid Luleå industripark på Hertsön.
Media
- Thread starter cosors
- Start date
cosors
👀
Batterianodsfabriken i Luleå – stor som fem fotbollsplaner
Nu har spaden satts i jorden för Europas första batterianodsfabrik med naturlig grafit. Det första spadtaget innebär starten för bygget vid Luleå industripark på Hertsön.www.svt.se
"Here the shovel is put in the ground for Talga's factory in Luleå
Published today at 14.43
- Now the first shovel has been put in the ground at Luleå industrial park - where Talga AB plans to build a battery anode factory that will use graphite from a mine in Vittangi.
- A factory where up to 100 people will work, and produce materials for 200,000 electric cars every year, says Per-Erik Lindvall, chairman of the board for Talga.
- "I am convinced that in 2025, somewhere in the spring, the first product will come out of the factory in Luleå," he says."
___________________
The Social Democrats in Kiruna have decided with a majority of two votes to say no to Talga's graphite mining in Vittangi. The Social Democrats, together with their partner parties, could stop the detailed plan, which would also affect the factory in Luleå.
The interview features Carina Sammeli (third from left in the picture) of the Social Democrats. The colleagues will have to coordinate.)
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teilenswert
Regular
Finally, Talga's media presence should also increase somewhat.
NYAB begins work for Talga at Europe's first commercial battery anode refinery - NYAB
NYAB begins the earthworks at Talgas' new battery anode refinery located in Luleå Industrial Park.
nyabgroup.com
Näringsliv - Luleå kommun on LinkedIn: Det är en stor dag idag när första spadtaget för Talga Group anodfabrik…
Det är en stor dag idag när första spadtaget för Talga Group anodfabrik togs på Hertsöfältet i Luleå Industripark! Förutom att Luleå Energi tidigare startat…
Luleå Business & Economic Development on LinkedIn: Nu är första spadtagen för Talga Groups batterianodfabrik taget i Luleå…
Nu är första spadtagen för Talga Groups batterianodfabrik taget i Luleå. En av en rad aktörer som tillsammans leder den gröna omställningen. På bild: Martin…
cosors
👀
""Personally, I'm not that worried" - that's what Talga's board chairman says about the fact that a political (Kiruna Social Democrats; look person on the right.) majority is against the mine in Vittangi. Photo: Simon Vikström/SVT
Majority in Kiruna against the mine in Vittangi - but Talga was not worried
PUBLISHED TODAY 17:15Talga's board chairman Per-Erik Lindvall is not worried that a political majority in Kiruna is against the mine in Vittangi.
On Monday , the first sod was broken for a battery anode factory in Luleå.
The graphite is to be mined in Vittangi outside Kiruna and delivered to the battery anode factory.
- The deposit in Vittangi is the world's best graphite deposit. It would be irresponsible not to dispose of it to make batteries, says Per-Erik Lindvall, chairman of the board of Talga.
However, a political majority in Kiruna is against the mine in Vittangi.
- I personally am not that worried, says Lindvall."
https://www.svt.se/nyheter/lokalt/n...uvan-i-vittangi-men-talga-inte-oroade--tjr5ny
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cosors
👀
@teilenswert you are right.
Construction start for Luleå Industrial Park today
Today, the Australian company Talga Resources broke ground for its battery factory on the Hertsö field. This means that the establishment of Luleå Industrial Park has begun. - Talgas' construction start at Hertsöheden is a milestone. What has so far been planning, permit processes and land agreements has now become a real construction of an industry, said Luleå's municipal councilor Carina Sammeli. Social Democrats as in Kiruna
There were noble words of praise and tributes to the green industrial revolution which, with today's sod, points towards the future and the climate-smart technology that we see major investments in in northern Sweden right now. During today's ceremony where the first sod was laid for the new battery factory, the first establishment at Luleå industrial park, Hertsöfältet was also marked.
Happy, hopeful participants at the first sod-breaking of Talgas' battery factory at Luleå Industripark, Hertsöfältet. Seen here is Mark Thompson – founder and CEO, Talga, Melissa Roberts, CFO Talga, Carina Sammeli, municipal councilor in Luleå, Lotta Finstorp – Governor, Region Norrbotten, Martin Phillips – European Head and Global COO, Talga and Johan Pehrson (L) – Labor market and Minister of Integration. Photo: Tomas Bergman
The factory that Talga will build on the Hertsö field is part of the project named "Vittangi Anode Project". From today, the company will begin work on building its new factory at Luleå Industripark, where Luleå municipality has prepared the land with infrastructure for the establishment. Talga has acquired ten hectares for SEK 16.5 million for its investment.
Talga is the first piece of the puzzle in a huge industrial park that will lead to a green transformation of the entire Swedish industry, in more areas than just Luleå, but today we are celebrating Talga, said Carina Sammeli at her opening speech at Hertsöfältet.
This is a very important milestone for us and will be the first commercial battery anode factory in Europe. Our vision is to become the leading supplier of sustainable European battery anode material, says Mark Thompson, founder and CEO of Talga.
There was great interest in participating in the sod laying for Talga. But it is not so surprising considering that it is here on the Hertsö field that the new green industrial revolution will take place, which will establish new climate-smart technology that will dramatically reduce carbon dioxide emissions. Project that has caused the eyes of the world to be directed towards Luleå.
Robert Eriksson, on the right, project manager for Luleå Industripark thought it was nice to be able to be part of the start of construction after all the years of preparatory work. Robert Eriksson visited Talga's sod together with Oskar Hederyd from Luleå Business Region.
The only thing that now remains for production in Talga's full-scale battery factory is the construction of the factory and that all permits for mining graphite at the deposit in Vittangi (Kiruna municipality) need to be completed so that the factory has access to the raw material in the immediate area. According to information, the construction of the factory will take about two years to complete.
In the next issue of the printed newspaper Vårt Luleå, which is sent to households in October, you can read more about what the establishment of the new battery factory entails.
Tallow
Land purchase and building permit ready. The first sod completed on September 11, 2023, means that work on building the anode factory has begun.
Duroc:
Last spring, Duroc Rail was granted a land permit for a building area of 6,570 square meters by the municipality, which enables the company to purchase land on the Hertsö field. Duroc Rail needs to build a new wheel workshop because it cannot remain within SSAB's industrial area when the steel company rearranges its production.
On Wednesday, the environmental and building committee will process the company's application for a building permit.
FACTS
Talga is a battery anode and innovation materials company that, in its operations, wants to accelerate the global transition to sustainable growth.
An important part of the manufacture of batteries for e.g. electric cars is the battery anode, which makes up 40–50% of the battery's active material.
Geographically, Luleå Industripark is the industrial area on Svartön and Hertsöfältet, which is connected by Gräsörenvägen.
On September 11, 2023, the company Talga broke ground for industrial establishments on the Hertsö field.
Read more about Luleå Industripark: www.luleaindustripark.se"
https://vartlulea.se/arkiv/aktuellt/byggstartforluleaindustriparkidag.5.38de81ee18a4b0207d33b57.html
Construction start for Luleå Industrial Park today
Today, the Australian company Talga Resources broke ground for its battery factory on the Hertsö field. This means that the establishment of Luleå Industrial Park has begun. - Talgas' construction start at Hertsöheden is a milestone. What has so far been planning, permit processes and land agreements has now become a real construction of an industry, said Luleå's municipal councilor Carina Sammeli. Social Democrats as in Kiruna
There were noble words of praise and tributes to the green industrial revolution which, with today's sod, points towards the future and the climate-smart technology that we see major investments in in northern Sweden right now. During today's ceremony where the first sod was laid for the new battery factory, the first establishment at Luleå industrial park, Hertsöfältet was also marked.
Happy, hopeful participants at the first sod-breaking of Talgas' battery factory at Luleå Industripark, Hertsöfältet. Seen here is Mark Thompson – founder and CEO, Talga, Melissa Roberts, CFO Talga, Carina Sammeli, municipal councilor in Luleå, Lotta Finstorp – Governor, Region Norrbotten, Martin Phillips – European Head and Global COO, Talga and Johan Pehrson (L) – Labor market and Minister of Integration. Photo: Tomas Bergman
The factory that Talga will build on the Hertsö field is part of the project named "Vittangi Anode Project". From today, the company will begin work on building its new factory at Luleå Industripark, where Luleå municipality has prepared the land with infrastructure for the establishment. Talga has acquired ten hectares for SEK 16.5 million for its investment.
Talga is the first piece of the puzzle in a huge industrial park that will lead to a green transformation of the entire Swedish industry, in more areas than just Luleå, but today we are celebrating Talga, said Carina Sammeli at her opening speech at Hertsöfältet.
This is a very important milestone for us and will be the first commercial battery anode factory in Europe. Our vision is to become the leading supplier of sustainable European battery anode material, says Mark Thompson, founder and CEO of Talga.
There was great interest in participating in the sod laying for Talga. But it is not so surprising considering that it is here on the Hertsö field that the new green industrial revolution will take place, which will establish new climate-smart technology that will dramatically reduce carbon dioxide emissions. Project that has caused the eyes of the world to be directed towards Luleå.
Robert Eriksson, on the right, project manager for Luleå Industripark thought it was nice to be able to be part of the start of construction after all the years of preparatory work. Robert Eriksson visited Talga's sod together with Oskar Hederyd from Luleå Business Region.
The only thing that now remains for production in Talga's full-scale battery factory is the construction of the factory and that all permits for mining graphite at the deposit in Vittangi (Kiruna municipality) need to be completed so that the factory has access to the raw material in the immediate area. According to information, the construction of the factory will take about two years to complete.
In the next issue of the printed newspaper Vårt Luleå, which is sent to households in October, you can read more about what the establishment of the new battery factory entails.
Status of the current industrial projects on the Hertsö field:
Tallow
Land purchase and building permit ready. The first sod completed on September 11, 2023, means that work on building the anode factory has begun.
Duroc:
Last spring, Duroc Rail was granted a land permit for a building area of 6,570 square meters by the municipality, which enables the company to purchase land on the Hertsö field. Duroc Rail needs to build a new wheel workshop because it cannot remain within SSAB's industrial area when the steel company rearranges its production.
On Wednesday, the environmental and building committee will process the company's application for a building permit.
FACTS
Talga is a battery anode and innovation materials company that, in its operations, wants to accelerate the global transition to sustainable growth.
An important part of the manufacture of batteries for e.g. electric cars is the battery anode, which makes up 40–50% of the battery's active material.
Geographically, Luleå Industripark is the industrial area on Svartön and Hertsöfältet, which is connected by Gräsörenvägen.
On September 11, 2023, the company Talga broke ground for industrial establishments on the Hertsö field.
Read more about Luleå Industripark: www.luleaindustripark.se"
https://vartlulea.se/arkiv/aktuellt/byggstartforluleaindustriparkidag.5.38de81ee18a4b0207d33b57.html
cosors
👀
"Sweden challenges China
Today, Monday, the first sod was broken for the new battery factory in Luleå.
The battery company Talga's factory will be of great importance to Sweden and the green transition in general.
The facility is expected to produce 19,500 tons of finished anode material per year.
Important step for the green transition
Anode material can be used, among other things, in batteries for electric cars.
- It is absolutely necessary to get the electrification in place. It is not enough that we produce lots of fossil-free electricity, but it is also required that we can store it, says Labor Market Minister Johan Pehrson (L) to SVT Nyheter.
"A new era"
In April, Talga received the green light from the Land and Environment Court to open a graphite mine outside Vittangi and mine 100,000 tons of ore each year.
The company's plan is to mine graphite outside Kiruna. The mineral will then be used to produce anode material in the factory in Luleå.
- Norrbotten has supplied minerals that have built Europe for a long time. By being able to mine graphite here, Norrbotten is entering a new era to continue supplying to the rest of the world, says Talga's founder Mark Thompson to DN.
Sweden challenges China
In recent years, China has seized the battery market for electric cars.
Now Sweden is challenging the superpower through the launch of the new factory in Luleå.
Labor market minister Johan Pehrson emphasizes this.
- It is important. China is acting aggressively and does not shy away from exploiting its position of power in key metals and minerals.
- This shows that Sweden can contribute to Europe and the independence of the democracies in a world that is quite gloomy in this area, says Pehrson to SVT.
Facts about Talgas battery anode factory
- The large-scale facility planned for 2024 will be located on the Hertsö field in Luleå and will be able to deliver 19,500 tons of finished anode material per year.
- It is enough for 400,000 electric cars every year, where the anode, which is made of natural graphite from Vittangi, constitutes 40-50% of the active material in a car battery.
At the same time, Talga plans to subsequently be able to fivefold production to over 100,000 tonnes per year."
https://marcusoscarsson.se/just-nu-sverige-utmanar-kina/
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WheresTheMonkey
Regular
Yeah and a mere 18 months away from production if it is indeed your northern spring according to Per-Erik Lindvall
Bit of a missed opportunity for MT to clarify the expected commissioning/first production for the new anode refinery in today's announcement, particularly after the confusion caused in their Swedish newsletter.
It seems his response to investors who emailed him was 'as per ASX releases', which implies late 2024; but here we are again with another date thrown out there by Per Erik of European Spring 2025.
I suspected first production would slip into early 2025 given the extended appeals process, but I always prefer things to be stated directly in announcements.
It will be interesting to see how far behind first Talnode-Si production will be if the qualification process and customer offtake/financing negotiations continue progressing well and seemingly in parallel with Talnoide-C. The deciding factor may come down to where they choose to site the first commercial facility and how much permitting red/green tape they need to jump through.
cosors
👀
Construction work has already started, see Sweden thread.
WheresTheMonkey
Regular
Just a general article on graphite demand
Magnis reckons graphite is the power behind the power. Picture: Getty Images
While lithium is the poster child of the energy transition, graphite might well be the great sleeper battery mineral that is starting to awaken.
After all, graphite is the largest component by volume in any given lithium-ion battery (LIB).
It makes up around 20-25 per cent by weight of LIBs, or about 15 times the amount of lithium.
That means a supercharged appetite for a battery-quality graphite.
This demand is now likely to surpass the capacities of existing graphite mines with Macquarie’s Graphite Market Outlook estimating graphite supply will be in deficit within the next two years.
Companies with established resources and a clear plan for vertically integrated production are in the best position to capitalise in the highly demanding LIB market.
For example, Magnis Energy Technologies (ASX:MNS) with its proposed Nachu graphite project in Tanzania, and graphite AAM plant and currently operating iM3NY lithium-ion battery plant in the US.
It is looking to produce 236,000Mt of graphite concentrate per year from its 29.77sq km Nachu project, home to a 174Mt resource at 5.4 per cent Total Graphitic Carbon (TGC) for 9.3Mt contained graphite.
Nachu graphite project location. Picture: Magnis Energy Technologies
The plan is to use the intrinsic high-quality, high-purity Nachu graphite concentrate as a feedstock to make battery-active anode material (AAM).
Standard natural graphite anode products in the marketplace have a first-cycle efficiency (FCE) of 92 per cent.
Nachu AAM provides benefits to EV and ESS (energy storage system) manufacturers with a enhanced energy density cell, resulting in a longer average range and lifespan.
How the Nachu anode compares to its standard counterpart. Picture: Magnis Energy Technologies
In February, Magnis signed an agreement with EV giant Tesla to supply a minimum 17,500tpa of AAM beginning in February 2025 for at least three years, with fixed pricing, from its yet-to-be-built-plant.
Meanwhile, the company’s 73 per cent-owned subsidiary Imperium3 New York, Inc (iM3NY) operates a gigawatt-scale lithium-ion battery manufacturing plant in Endicott, New York.
During the July quarter iM3NY entered into a joint venture agreement with Indian electric vehicle manufacturer Omega Seiki Mobility for the manufacture and sale of lithium-ion battery packs.
The JV company acts as a stand-alone profit centre and will manufacture and sell lithium-ion battery packs produced in India to be used in OSM’s two, three- and four-wheeler electric vehicles, with a geographical target covering India, UAE, Bahrain, Kuwait, Qatar and Saudi Arabia.
MORE FROM STOCKHEAD: Should we fire up support for gas? | Hydrogen vision looks shaky | Expert dives for ‘ridiculously deep value’
EV manufacturers are now competing to provide consumers with optimum-range vehicles powered by high-capacity, high-energy density, safe, sustainable, and cost-effective lithium-ion batteries.
“They are doing this by forming strategic partnerships with innovative Li-ion battery manufacturers, who in turn, are employing advanced battery chemistries, battery pack designs, and processing technologies in their batteries,” MNS director of battery technologies, Dr Jawahar Nerkar, said.
Battery makers like Magnis.
Dr Nerkar observed that competition-driven innovation was pushing battery manufacturers to use next-gen materials such as Ni-rich cathode materials and a higher loading of silicon in graphite composite anode in batteries to enhance energy density, while next-gen technologies offering fast-charging capability were also sought.
Visit Stockhead, where ASX small caps are big deals
“The commercial viability of alternative high-energy density technologies such as high-voltage cathodes, lithium-sulphur, solid-state electrolytes, and lithium metal anode are being explored,” Dr Nerkar said.
“At the same time, solvent-free dry electrode manufacturing and cell-to-pack battery assembly are being pursued as efficient, sustainable and cost-competitive processing and cell engineering battery technologies respectively.”
Dr Nerkar said that irrespective of a battery’s cathode chemistry over the coming decade, graphite would remain the prevalent active anode material (AAM) in lithium-ion batteries.
“Securing graphite supply to meet demand and mitigate production delays is crucial,” he said.
“This is what we are starting to see now.”
This content first appeared on stockhead.com.au
This ASX vertically integrated battery stock says graphite will remain central to world’s EV plans
- By JESSICA CUMMINS
- STOCKHEAD
- UPDATED 9:24AM SEPTEMBER 19, 2023, FIRST PUBLISHED AT 8:54AM SEPTEMBER 19, 2023
While lithium is the poster child of the energy transition, graphite might well be the great sleeper battery mineral that is starting to awaken.
After all, graphite is the largest component by volume in any given lithium-ion battery (LIB).
It makes up around 20-25 per cent by weight of LIBs, or about 15 times the amount of lithium.
That means a supercharged appetite for a battery-quality graphite.
This demand is now likely to surpass the capacities of existing graphite mines with Macquarie’s Graphite Market Outlook estimating graphite supply will be in deficit within the next two years.
Companies with established resources and a clear plan for vertically integrated production are in the best position to capitalise in the highly demanding LIB market.
For example, Magnis Energy Technologies (ASX:MNS) with its proposed Nachu graphite project in Tanzania, and graphite AAM plant and currently operating iM3NY lithium-ion battery plant in the US.
Graphite: the anode star
Magnis has been active on major fronts of the LIB value chain.It is looking to produce 236,000Mt of graphite concentrate per year from its 29.77sq km Nachu project, home to a 174Mt resource at 5.4 per cent Total Graphitic Carbon (TGC) for 9.3Mt contained graphite.
The plan is to use the intrinsic high-quality, high-purity Nachu graphite concentrate as a feedstock to make battery-active anode material (AAM).
Standard natural graphite anode products in the marketplace have a first-cycle efficiency (FCE) of 92 per cent.
Nachu AAM provides benefits to EV and ESS (energy storage system) manufacturers with a enhanced energy density cell, resulting in a longer average range and lifespan.
In February, Magnis signed an agreement with EV giant Tesla to supply a minimum 17,500tpa of AAM beginning in February 2025 for at least three years, with fixed pricing, from its yet-to-be-built-plant.
Meanwhile, the company’s 73 per cent-owned subsidiary Imperium3 New York, Inc (iM3NY) operates a gigawatt-scale lithium-ion battery manufacturing plant in Endicott, New York.
During the July quarter iM3NY entered into a joint venture agreement with Indian electric vehicle manufacturer Omega Seiki Mobility for the manufacture and sale of lithium-ion battery packs.
The JV company acts as a stand-alone profit centre and will manufacture and sell lithium-ion battery packs produced in India to be used in OSM’s two, three- and four-wheeler electric vehicles, with a geographical target covering India, UAE, Bahrain, Kuwait, Qatar and Saudi Arabia.
MORE FROM STOCKHEAD: Should we fire up support for gas? | Hydrogen vision looks shaky | Expert dives for ‘ridiculously deep value’
Graphite’s future secure
Electrification of the transportation sector expected to account for 80 per cent of global battery demand by 2030.EV manufacturers are now competing to provide consumers with optimum-range vehicles powered by high-capacity, high-energy density, safe, sustainable, and cost-effective lithium-ion batteries.
“They are doing this by forming strategic partnerships with innovative Li-ion battery manufacturers, who in turn, are employing advanced battery chemistries, battery pack designs, and processing technologies in their batteries,” MNS director of battery technologies, Dr Jawahar Nerkar, said.
Battery makers like Magnis.
Dr Nerkar observed that competition-driven innovation was pushing battery manufacturers to use next-gen materials such as Ni-rich cathode materials and a higher loading of silicon in graphite composite anode in batteries to enhance energy density, while next-gen technologies offering fast-charging capability were also sought.
Visit Stockhead, where ASX small caps are big deals
“The commercial viability of alternative high-energy density technologies such as high-voltage cathodes, lithium-sulphur, solid-state electrolytes, and lithium metal anode are being explored,” Dr Nerkar said.
“At the same time, solvent-free dry electrode manufacturing and cell-to-pack battery assembly are being pursued as efficient, sustainable and cost-competitive processing and cell engineering battery technologies respectively.”
Dr Nerkar said that irrespective of a battery’s cathode chemistry over the coming decade, graphite would remain the prevalent active anode material (AAM) in lithium-ion batteries.
“Securing graphite supply to meet demand and mitigate production delays is crucial,” he said.
“This is what we are starting to see now.”
This content first appeared on stockhead.com.au
teilenswert
Regular
cosors
👀
The video cheers me up a bit after the challenges from the conference.
And when I read posters here in my city with the slogan "Fight for climate!" then I could cry and have the thought how it would be if our politics here in Europe would cooperate with the groups like Friday for Future and others and encourage them to actively engage in climate protection by demonstrating for essential projects for the Green Transition. But this remains only a dream.
So continue step by step and ignore the so-called environmentalists aka practical climate deniers in our case.
If any of you hold VUL: all locally are united against it including local politicians, mayors and of course environmental associations. Same game as in Portugal.
Green investing does not seem to be a good idea in Europe.
And when I read posters here in my city with the slogan "Fight for climate!" then I could cry and have the thought how it would be if our politics here in Europe would cooperate with the groups like Friday for Future and others and encourage them to actively engage in climate protection by demonstrating for essential projects for the Green Transition. But this remains only a dream.
So continue step by step and ignore the so-called environmentalists aka practical climate deniers in our case.
If any of you hold VUL: all locally are united against it including local politicians, mayors and of course environmental associations. Same game as in Portugal.
Green investing does not seem to be a good idea in Europe.
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cosors
👀
thinking of Verkor -> Renault
Thanks for sharing!
teilenswert
Regular
Yes, it feels like we are putting our focus more and more on France and that they are the most willing to buy our product and support us in our investments. I'm just not quite sure what to make of the statements from Mark and his cohorts at Fastmarkets. He made a much less optimistic impression there than in other public appearances, and it didn't necessarily sound as if we really had offtake contracts and equity agreements ready to be signed next month.
cosors
👀
I have that impression too. But maybe it's also due to the group of speakers who all have to deal with the same problems. And besides, in the first few seconds the moderator mentions the previous item on the agenda of the conference and the state of affairs regarding the graphite market which doesn't seem to be good at the moment what WTM also mentioned. You can see the agenda in my link under the speakers. I have tried hard to find the video of that as well. How did you find this video in the first place. Fastmarket seems to have a special deal with Google/YouTube and I can't find anything via regular search or maybe I should try another search engine tomorrow. Do you have an account with Fastmarket?