Extract from a feasibility study for a graphite research centre in Norrbotten that is to be a world leader. The interviewees were many Talga employees. LNAB is Lulea's business development agency. H2 Consulting probably has nothing to do with H2 Green Steel.
I'm actually looking for the answer to the question of where LKAB gets its graphite electrodes from.
"2023-04-19
Establishment of a graphite research centre in Norrbotten
Preliminary study of conditions
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On behalf of Luleå Näringsliv AB (LNAB), H2SE Consulting AB in collaboration with Åström Analys AB (hereinafter ‘we’ and ‘our’) has conducted a feasibility study on the use of graphite in the future sustainable society and in particular on the conditions for the establishment of a graphite research centre in Norrbotten. The aim of the assignment was to investigate whether the conditions are right for the establishment of a graphite research centre in Norrbotten that has the potential to become a world leader. If so, such a centre should support business development in northern Sweden and contribute to maintaining a world-leading research and innovation capacity in Norrbotten. We have operationalised the LNAB project plan into the following questions, where questions 1-5 essentially form the background for answering question 6:
What does the graphite market look like today and how is it expected to develop in the future?
In which applications is graphite used today and in which applications is growth forecast?
Where does graphite come from today and where is it expected to come from in the future?
What are the competitive advantages of graphite from Northern Finland (compared to synthetic graphite and natural graphite from other deposits)?
Where is the world's leading graphite research being conducted today?
In which (sub)areas is graphite research currently conducted?
Are there any ‘white spots’ in graphite research and development (which, if explored, could help create business opportunities in northern Sweden)?
If such white spots exist: a. What business opportunities could a research centre in Norrbotten help to create? For which companies?
What conditions need to be in place to establish a research centre in Norrbotten?
Who could be the principal for a research centre in Norrbotten?
What steps need to be taken to establish a research centre in Norrbotten?
How could these steps be financed?
Who could be responsible for these steps?
LNAB realises that it is not reasonable to expect exhaustive answers to questions 6b-f from this early feasibility study. If this feasibility study were to conclude that there are conditions for establishing a graphite research centre in Norrbotten, the idea is that a more ambitious establishment study would result in more detailed answers to how the establishment could take place. At a meeting with LNAB on 2023-02-20, it was agreed to focus on the question
5 on identifying ‘white spots’ (i.e. question 5b), rather than on mapping world-leading graphite research in a broader sense (question 5a). The assignment's primary target group is actors in graphite research, development and commercialisation in Norrbotten, but also companies in the region that see opportunities to create new business and competitive advantages in order to contribute to the green transition, based on Norrbotten's natural graphite. A reference group consisting of individuals with insight into research and business opportunities in graphite and related areas has assisted in the implementation of the assignment. The reference group members are listed in Annex A.
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By 2030, we expect to invest just under a billion kronor, including in increasing production capacity.’
Several large Swedish companies such as LKAB, SSAB, Vattenfall and AB Volvo have announced major investments in the billion-euro class of hydrogen technology.
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They look like this:
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