I agree about the structure of the graphite being degraded overtime as being the hardest problem for recycling, at least based on my limited understanding, so I share you skepticism Semmel. At the very least, I'm confused.Thx for the commentary DAH! And I would never call you an idiot, that term I reserve for myself as I get plenty of things wrong with conviction
On the point you make, Mark makes it look like the issue with reusing graphite is the chemical cleaning. Which is a tough problem for sure but not THE problem. I can be completely off the rails here and I forget where I got the original information from, so I can't verify any more if my opinion is correct. But I thought the graphite crystals/particles disintegrate into smaller pieces during use of the battery and you simply can't put them back together again during recycling. Since this kind of damage can't be fixed, it appeared to me that it's impossible to recycle graphite anode into graphite anode. Maybe there is a way to filter out the good particles from the broken ones and use them, but I don't know. Or maybe talga is able to bake little graphite cakes that doesn't increase the surface area to much when recycling.. or the original problem is simply not true and I got this completely wrong.
In any case, I am happy to see that talga deemed to have found a way around it, I am cautious though because it is at odds with my understanding of reality.
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This paper suggests that graphite can be reused in batteries under some circumstances.
https://onlinelibrary.wiley.com/doi/epdf/10.1002/admt.202200368
The number of lithium-ion batteries (LIBs) from hybrid and electric vehicles that are produced or discarded every year is growing exponentially, which may pose risks to supply lines of limited resources. Thus, recycling and regeneration of end-of-life LIBs (EoL-LIBs) is becoming an urgent and critical task for a sustainable and environmentally friendly future. In this regard, much attention, especially in industry, is expended for developing recycling of cathode materials and the other valuable materials, but not much attention is dedicated to the recycling and reuse of graphite (Gr) from EoL-LIBs. Herein, the current status of EoL-LIB regeneration is summarized, with a focus on the recycling and purification of Gr, a state-of-the-art anode material for most of the commercial LIBs. According to the recent advances regarding Gr recycling, three major regeneration processes of Gr are categorized ,including
i) washing Gr with different solvents,
ii) thermal treatment process, and
iii) hybrid (chemical and thermal) treatment processes.
Depending on the source of the LIBs, and the method and quality of separation and purification, the recycled Gr can be reutilized as an active material for battery industries, including graphene production, as well as many other alternative applications, which are also addressed here
cosors
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"Sharemarkets gripped by panic amid fears the Fed just made a big mistake
The ASX and sharemarkets around the world are a sea of red as recession fears build in the US."
www.smh.com.au
The ASX and sharemarkets around the world are a sea of red as recession fears build in the US."
Sharemarkets gripped by panic amid fears the Fed just made a big mistake
The ASX and sharemarkets around the world are a sea of red as recession fears build in the US.
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cosors
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Japan's Nikkei 225 stock index sinks 12.4% as investors dump a wide range of shares
Japan's Nikkei 225 stock index sinks 12.4% as investors dump a wide range of shares
Japan’s Nikkei 225 share index plunged more than 12% on Monday as investors worried that the U.S. economy may be in worse shape than had been expected dumped a wide range of shares. The Nikkei index shed 4,451.28 to 31,458.42. It suffered an 11.4% drop in October 2008 during the global...
Thanks for this Diogenese. @Semmel let's hope your scepticism isn't needed
I really like this opportunity as clearly there's going to be a huge market, and if MT likes the numbers then I reckon we will too.
Semmel
Regular
On family vacation.. will read when an opportunity arises, but can't promise for the next weeks 
hope paper addresses breaking up of graphite particles.. the graphics with heating to 2500 to 3000 deg C worries me, as it indicates a synthetic graphite forming process using recycled graphite as feedstock, which would ruin the entire process. But will read before forming an opinion.
hope paper addresses breaking up of graphite particles.. the graphics with heating to 2500 to 3000 deg C worries me, as it indicates a synthetic graphite forming process using recycled graphite as feedstock, which would ruin the entire process. But will read before forming an opinion.
Semmel
Regular
I finally read the paper. Its a good overview of existing approaches. My impression is, that the main issue targeted at moment is the purification of graphite from the spend battery source materials. The paper discusses a lot of different methods which are mixed and matched in different stages and degrees. Think of a childs chemistry experimental box. Fun to play with but it appears to me that there is no clear process that is better than the others. Its a colorful mix of different steps which are used to get something out. Nothing appears to be at industrial scale when it comes to use of spend barttery anode material for new batteries.
The disintegration of anode particles is mentioned I think twice in connection to repair the damage using the high temperature re-crystalization using a simiar process as in the synthetic anode world. But it seems this is not always necessary or used. However it appears to be required for high purity applications, especially because it evaporates other residual metals, which might be in the mix after purification, completing the process. However, this just replaces the source material for the synthetic process and is probably only viable when subsidized significantly.
It appears we are not yet at a point where a clear winner is visible that can take on graphite in spend batteries. Hence the discussion of many approaches and methods.
If Talga has an edge here, good. But I dont have high hopes that this becomes economically viable. Sorry.
Hi Semmel, I hope your family had a nice vacation. Hope you didn't bump into any Swedish judges enjoying the summer.
Thanks for reviewing this and sharing your educated opinion. I can only assume that Talga has cracked this, as they've previously stated their purification and process tech has been successful and there's a patent pending. The fact that they've gone public with the new recycled Tal-C product suggests they're confident and MT says the economics look good. It's not going to be a good look if this had to be walked back and scrubbed out. From memory they're updating the refinery plans to accommodate the recycling and the Q4 Scoping Study will tell us more. Fingers crossed. Cheers
Hi Semmel,
Thanks for your comments.
I'm not up on the details of battery grade reconstituted graphite, but Neometals (ASX: NMT) is building a battery recycling plant with Mercedes in Germany using Primobius GMBH proprietary recycling method.
https://cdn-api.markitdigital.com/a...82&v=fc9bdb61fe50ea61f8225e24ce041a0e155a9400
https://www.neometals.com.au/en/products-and-markets/battery-recycling/
Primobius patents:
WO2023186889A1 PROCESS AND SYSTEM FOR OBTAINING GRAPHITE 20220329
WO2023186890A1 PROCESS AND SYSTEM FOR OBTAINING GRAPHITE 20220329
WO2024121225A1 COMMINUTER, BATTERY RECYCLING SYSTEM, USE AND COMMINUTING METHOD 20221208
The process is limited to Li ion batteries which may have some residual charge, so the graphite is presumably in reasonable condition. It covers grinding, separating and filtering, but I don't think it covers high temperature reconstitution, but they may do that separately after filtering the small bits although Fig 6 shows them combining the two streams?
Semmel
Regular
Yeah thx! If I bumped into any judges, at least I didn't identify them
was a nice vacation and luckily I didn't thought about the stock market much, and even much less about work too. So all around a success!In terms of Talga cracking it, I have no doubt that they have a working process, just as the paper presented working processes. But my impression from reading it is that the recycled graphite is either inferior or more expensive than new stuff.
Inferior if only cleaning and filtering is done and more expensive but better quality if heat treated to repair mechanical damage to graphite crystals. At least the paper didn't discuss a magic process that is good and cheap.
If Talga has something like that, great!! Hope it's good! But at this stage I remain cautious.
Semmel
Regular
I'm not at a level to give an opinion on this, sorry. Looks interesting for sure but no idea how practical and economic this is.
Lithium centered , EV Focused.
UBS mentioned. Pure speculation on my behalf, but maybe that's the reason they trimmed their Talga position recently ?
In its dire forecast for lithium prices, UBS said it had lowered its outlook for electric vehicle sales, “with significant implications for lithium demand’’.
“With global automotive battery demand now up to 10 per cent lower through to 2030 (partly as a result of about 10 per cent higher plug-in hybrid EV share across the same period, and partly reflecting lower outright EV demand) this has a similar impact for lithium demand,’’ UBS said.
UBS mentioned. Pure speculation on my behalf, but maybe that's the reason they trimmed their Talga position recently ?
In its dire forecast for lithium prices, UBS said it had lowered its outlook for electric vehicle sales, “with significant implications for lithium demand’’.
“With global automotive battery demand now up to 10 per cent lower through to 2030 (partly as a result of about 10 per cent higher plug-in hybrid EV share across the same period, and partly reflecting lower outright EV demand) this has a similar impact for lithium demand,’’ UBS said.
Thanks Vigdorian. They have dropped back to round the April 2024 level of 5.6% voting power. Old saying of “Watch what they do, not what they say.” Interesting to see if they contradict and go back up to the recent prior level of 7.2% after such bearish sentiment…My thoughts is they are bullish, not bearish, but I could probably be completely wrong. A little tired of the ANNs back n forth, from their end
