TLG Discussion 2022

cosors

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That is Pay walled but being the good little right winger like I am :) I have a subscription to the "Evil Murdoch Empire" and it's publications

Novonix seals $153m EV battery deal with Panasonic in US​

Novonix has sealed its biggest ever deal in the burgeoning $65bn North American electric vehicle market that will see it supply tonnes of battery material to Japanese electronics giant Panasonic.
Glen Norris Glen Norris
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2 min read
February 9, 2024 - 1:52PM
The Australian Business Network
Global demand for electric vehicles and battery materials continues to grow

Global demand for electric vehicles and battery materials continues to grow

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Novonix has sealed its biggest ever deal in the burgeoning $65bn North American electric vehicle market that will see it supply tonnes of battery material to Japanese electronics giant Panasonic Energy.

Under the three-year deal that could be worth as much as $153m, 10,0000 tonnes of high-performance synthetic graphite anode material will be shipped to Panasonic Energy’s North American EV battery operations from Novonix’s Riverside facility in Chattanooga, Tennessee. Panasonic Energy is working to expand its production of EV batteries in North America to meet increased demand while also increasing the percentage of materials procured locally. The Biden administration is moving to wean the US electric vehicle battery chain away from China as it strengthens local supply chain in key sectors.

Shares in Novonix, whose board includes former Dow Chemical boss Andrew Liveris, surged more than 10 per cent in afternoon trade on the ASX to 68 cents.

Novonix chief executive Chris Burns said the binding agreement with Panasonic Energy cemented the Brisbane company’s position in the rapidly expanding North American market. “Off-take agreements with high-quality partners such as Panasonic Energy solidify our position as a leader in onshoring the supply chain of synthetic graphite and accelerating the adoption of clean energy in the industry,” said Dr Burns. “We look forward to expanding our longstanding relationship with Panasonic Energy.”
Novonix chief executive Dr Chris Burns. Jane Dempster/The Australian

Novonix chief executive Dr Chris Burns. Jane Dempster/The Australian
Electric vehicle sales were forecast to hit a record 9 per cent of all passenger vehicles in the US last year, according to Atlas Public Policy. It was the first time more than 1 million EVs were sold in the United States in one calendar year, probably reaching between 1.3 million and 1.4 million cars. Panasonic Energy president Shoichiro Watanabe said the company would need to build four more factories to reach its target for a sharp boost in annual capacity of batteries for electric vehicles by 2031. Japanese companies are looking to boost their investment in the United States EV market, after a deal the two countries struck last March to widen access for Japanese manufacturers to tax credits.

Panasonic is moving to establish a sustainable supply and reduce the carbon footprint of its entire lithium-ion battery supply chain for EVs by 50 per cent in 2031 compared to 2022.

Dr Burns said Panasonic’s reputation, their quality standards, and growth plans represented a huge opportunity for Novonix. “Panasonic Energy is building a new facility in Kansas, very close to Chattanooga,” said Mr Burns. “They also operate the gigafactory in tandem with Tesla in Reno, Nevada and all of this is focused on local consumption and local production of the materials. Panasonic has a long term vision, both in localisation and decreasing the carbon footprint in their supply chain.”

Novonix, which counts Queensland billionaire Trevor St Baker as one of its major investors, last year sealed a $44.9m deal with South Korea’s LG Energy Solution allowing the firms to research and develop battery materials for electric vehicles and storage systems.

Dr Burns said he was not concerned that the possible election of Donald Trump as president would wind back incentives, including tax credits, for electric vehicles. “The political landscape has an important role to play in the growth of our sector but I think it is important to understand there’s a lot of alignment in the goals between different administrations.” he said. ”The government programs are great, but it’s a short term solution and there are different tactics to achieve the same outcome. Consumer sentiment is going to drive vehicle adoption. The technology in the market, the ability to bring a more diverse fleet of consumer vehicles to the market at lower cost points, is really what people need to see.”
A Tesla Model Y charges at a EV charge station in Lane Cove,

A Tesla Model Y charges at a EV charge station in Lane Cove,
I thank you too for sharing! And don't worry about where the information comes from. I myself hang around everywhere.) Gradually all pieces are finding their place. As our graphite specialist, are you now a little more confident about the general outlook for your graphite investments?
 
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cosors

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There are things other than batteries that are important for the GT too.

"RESOLUTE: Creating a safer, more sustainable chemicals industry​

20th February 2024

Circa and the RESOLUTE project are building a first-of-its-kind 1,000-tonne biorefinery to enable the transition to a more sustainable chemicals industry. We’ve made the breakthrough – now we need you.​


In a world demanding real change at scale to limit the climate crisis, we are still miles away from replacing the toxic fossil-based chemicals used everywhere in everyday life.
Progress is being made with sustainability now a key objective for all responsible companies, and with corporate responsibilities extending deep into supply chains, the chemical building blocks of everyday products are under increasing scrutiny.


The inception of ReSolute​

Circa is one of the few businesses with the technology to produce sustainable chemicals at an industrial scale and the tenacity to make it happen. Having collaborated with hundreds of academic and industrial collaborators to demonstrate the value of the chemicals generated from their patented FuracellTM technology, Circa is scaling up manufacturing with the support of European stakeholders by building its ReSolute plant.
The Furacell technology Circa has developed extracts the bio-based building block levoglucosenone (LGO) from non-food cellulosic biomass in one step by generating a biochar co-product. The building of the ReSolute cellulosic-to-chemicals plant will realise over a decade of lab, pilot and demonstration scale R&D investment and ambition.
It will have the capacity to produce 1,000 tonnes of LGO and also includes the simple additional one-step catalytic hydrogenation process needed to produce Circa’s first LGO-derived solvent product – dihydrolevoglucosenone – or, as it is named, CyreneTM.
Cyrene capacity will also be 1,000 tonnes, given it can be produced with close to stoichiometric yields from LGO.


Cyrene​

LGO is a versatile platform molecule that has long been a target of the bio-based chemicals sector but, until now, was unobtainable at a commercial scale. It has the capability to be the intermediate for a portfolio of a hundred or more chemical derivatives and advanced materials with applications across solvents, speciality polymers, flavours and fragrances, pharmaceuticals, agrochemical actives and beyond.

The LGO platform will either produce materials capable of out-performing traditional counterparts or ‘drop-ins’, prized for their chirality and complex structures, which are manufactured more economically in fewer, safer steps.

For example, in 2022, a team at Merck (USA) won the Dunn Award for outstanding industrial implementation of novel green chemistry for employing the LGO platform to reduce the total synthesis of an established cancer drug from 11 steps to two steps as well as removing toxic solvents in favour of Cyrene.

Cyrene itself is a multi-purpose industrial solvent with applications as diverse as chemicals, pharmaceuticals, materials, electronics, inks, graphene, foods*/flavours and emerging sectors such as textile recycling and batteries. Cyrene has a unique property set, including viscosity, surface tension and polarities. It can work to replace dipolar aprotic solvents that are under regulatory pressure for their toxicity, i.e. NMP, DMF, DCM.

Additionally, unlike other solvents, Cyrene forms a controllable, reversible equilibrium with water and can disperse carbon materials such as graphene with up to ten times the loading seen with NMP.

1708503128528.jpeg

The French Minister for Industry visits the ReSolute plant site in December 2021

Forming the BBI JU ReSolute consortium​

However, as we look to tomorrow, we need to not only build commercial chemical plants to produce safer, sustainable, bio-based molecules with which to transform the chemical industry into the net-zero industry society demands, but we also need to build their associated supply-chain ecosystems.

To this end, Circa has forged collaborations to create the 11-partner strong consortium that comprises the €11.6m ReSolute Bio-based Industries Joint Undertaking (BBI JU) project.

The ReSolute partners include Huntsman, Talga and Merck KGaA, who are developing Cyrene commercial applications for wire coatings, graphene coatings, graphene batteries, pharmaceuticals and membranes, respectively. The distributor, Will & Co., is a further partner working with Circa and the consortium to develop commercial applications and markets.

Additionally, AgroParisTech is scaling up an enzymatic route to Cyrene from LGO, which is metal-free to ensure the electronics and pharmaceutical applications have available material.

Rounding out the project partners working on valorising the plant output is Coal Products Ltd (CPL), which is carrying out R&D to validate the ReSolute plant’s biochar co-product for sale into the high-added-value carbon markets.

The ReSolute plant will be equipped to burn the biochar internally to meet the plant’s internal power needs and thus de-risk from utility pricing volatility; however, if higher added-value carbon products prove their economic worth, then the engineering design gives scope to optimise opportunity by selling the biochar as offtake.

To complete the ecosystem, ReSolute is fortunate to have Vitis Regulatory Ltd as the partner handling the required Cyrene REACH registration and the Green Chemistry Centre of Excellence at the University of York, which is developing quality assurance and purity grades for Circa’s novel products. The bioeconomy cluster Bioeconomy For Change (B4C) is handling communications and dissemination for the ReSolute BBI JU project, with exploitation activities being led by PNO Consultants.

Scaling up production of sustainable chemicals​

The ReSolute biorefinery is located in the Grant-Est region of France. It will re-purpose a coal-fired power station to create a lower carbon economy that provides skilled jobs in clean technologies. Support from local, regional and national governments has been notable; culminating in a visit by the French State Minister of Industry to the ReSolute plant site (see image) and the awarding of a multi-million Euro Relance grant by the French Government to further support.

The ReSolute BBI JU project is a Flagship project. It is one of a few carefully selected commercialisation projects targeting the building of first-of-their-kind-in-Europe biorefineries on a commercial scale. Each has a high replicability potential for further, larger plants to be built across the continent leveraging regional feedstocks, supply chains, workforces and offtake markets. This vision aligns exactly with Circa’s goal of further scaling up, with the next 12,000-tonne scale plant already being planned.

The ReSolute plant has been designed as a test bed with the exact design of future larger plants to enable easier and swifter scale-up with modular engineering. Phillip Mengal, former Executive Director of the BBI JU and Circular Bio-based Europe Joint Undertaking (CBE JU), said: “ReSolute is the Green Deal in motion.”

1708503162124.jpeg

Circa’s FuracellTM technology enables non-food biomass to be converted to novel high-value chemicals that are safer and more sustainable by design

Seizing the opportunity of sustainable chemicals​

Perhaps, as you read this article, you are thinking ‘great but what comes next?’ Essentially, Circa and the ReSolute project need your active involvement to reach its long-term potential at a scale of tens of thousands of tonnes. Looking at the ReSolute project and beyond, after decades of outstanding R&D and millions in investment, science has delivered previously unimaginable solutions to our climate, biodiversity and resource challenges.

Industrial biotechnology and bio-based innovation means (for example) household waste can become organic-based chemicals, industrial waste gases act as fertiliser feedstocks and non-food cellulosic biomass can be converted into a novel, low-toxic industrial solvents, as Circa has proven.

Plus, digitalisation, Artificial Intelligence (AI) and the Internet of Things (IoT) are revolutionising manufacturing alongside 3D printing, electrification and renewables – i.e. the technical and engineering barriers to achieving a sustainable, safer chemicals industry using feedstocks that are renewable, bio-based and/or waste-derived are being stripped away.

However, the true value of these innovations will only be realised if they are nurtured beyond the pilot scale to achieve industrial scale-up and end-use. It is here where the challenge lies, given the investment needed and new markets/applications, with the policy to support them, that must be developed to compete with our petroleum-subsidised industry of today.

Can we afford to let groundbreaking innovations falter at scale-up while we turn to marvel at the newest shiny idea? We’d assert, given the challenges we face as a society a quarter of the way through the 21st century, the answer is ‘no’ regardless of the notable challenges associated with industrial scaling-up.

We could argue that R&D may be deemed the ‘easy’ part compared to the formidable task of engaging industrial stakeholders, fostering political will, securing financial support, redefining regulations and policies, embracing risk, altering end-user practices, managing legacy assets, shaping consumer perceptions, and, ultimately, constructing and operating commercial plants.

Nonetheless, a collective effort involving industry, governments, end-users, policymakers, innovators, and citizens globally is building the industrial-scale change we need in the chemicals we manufacture, use and dispose of. Circa is actively contributing to this transformative journey alongside the ReSolute consortium and BBI JU, and we invite you to step up and join forces with us in reshaping chemistry at a scale that will endure for good.
1708503198867.png

This project has received funding from the Bio Based Industries Joint Undertaking (JU) under grant agreement No 887674. The JU receives support from the European Union’s Horizon 2020 research and innovation programme and the Bio-Based Industries Consortium.


Please note, this article will also appear in the seventeenth edition of our quarterly publication."
https://www.innovationnewsnetwork.c...er-more-sustainable-chemicals-industry/43977/

https://www.resolute-project.eu/


__________
*Talga is set as a supplier for another field of application, but maybe that's where this job announcement comes from?

Dec 13, 2023
"Talga Advanced Materials GmbH
Plant operator/chemist/food technologist (m/f/d) (machine and plant operator (without specifying focus))
...
Batch preparation (weighing, measuring)
..."
https://www.stepstone.de/stellenang...-Anlagenfuehrer-in-o-Angabe-des-Schwerpunkts-Rudolstadt-Talga-Advanced-Materials-GmbH--10366589-inline.html?lang=de&rewrite=1&rltr=15_15_25_seorl_s_0_0_0_0_1_0"
 
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cosors

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For the archive.

BVES Bundesverband Energiespeicher Systeme e.V.

Federal Association of Energy Storage Systems

1708509943672.png

https://www.bves.de/en/bves/members/

BVES: GOALS & MISSIONS

Energy Storage Systems Association (BVES) represents the interests of companies and institutions with the common goal of developing, marketing and deploying energy storage systems in the sectors of electricity, heat, and mobility. As a technology-neutral industry association, BVES serves as a dialogue partner for policy, administration, academia, and the general public.
https://www.bves.de/en/
 
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cosors

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I have just read that Nexeon will supply the Panasonic plant in the USA with Silicon Anode Materials from 2025 on.
This raises ~two questions that have perhaps already been discussed, but which I may have missed or overlooked.
Firstly, I can only quickly find this from the last webinar:

"Talnode®-Si
...
Stage
Pilot operating
Customer testing advanced
Engineering and financial feasibility studies under way for commercial plant"

and

"The commercialisation of our silicon-graphene composite will complement our flagship Talnode-C graphite anode product to diversify Talga’s business growth.”
Talga reports commissioning of the expanded pilot line is to be completed in the first quarter of 2023. In parallel, the company is also conducting feasibility work towards accelerating commercial Talnode-Si production options.
Negotiations with leading global EV manufacturers regarding supply volumes have commenced, and production site selection in Europe is also well underway.
Talga is a European battery and advanced materials supply chain company focusing on offering products critical to innovation. The company holds the Vittangi Graphite Project located in northern Sweden.
Graphite from this project is used in the production of the Talnode-C, Talnode-Si and Talnode-E lithium-ion battery anodes, which in turn is used in batteries for EVs, consumer electronics and energy storage systems."

=> Do any of you have an idea how the Talnode-Si facility will be financed?

Or will the future customer help finance it? But I don't think they could finance everything.
I admit that I have completely overlooked this, if any information about it has been released at all.
But I have a hunch that this is also related to the Supreme Court's decision, since the graphite comes from Nunasvaara. This leads me to my next question.

=> Where do we get the silicon for Talnode-Si from?


By the way, we also once discussed who the potential customer of Talnode-Si could be:
Under the agreement, the companies will work towards commercial supply of Talga’s graphite and silicon anode products from FREYR’s planned operations.


__________________
This is pure initial speculation for the Italian SG supplier:

MT mentioned that the supplier for SG is Italian. I discovered this at the ECGA the European Advanced Carbon and Graphite Materials Association, of which we have been a member for not too long:
1708520976859.png



And SANGRAF does indeed have a plant in Italy, albeit one that is specialised in heavy electrodes.

1708521047707.png




And the factory is really huge.

1708521600887.png



SGL also allegedly has a small plant in Italy specialised in SG for electronics, which looks more like a tent hall. I originally didn't want to mention SGL because this plant is supposed to be flexible but only has 20 employees.



But I wanted to take a closer look at SANGRAF and saw that:

1708524016680.png



SANGRAF but I end up at SGL.

SGL is of course also a member of the ECGA too and has been for a very long time.
I'm not so fond (?) of SGL because two or three years ago they got €43m from Brussels with a biased study (friendly expressed) on the differences between SG and NG and the statement to produce much more environmentally friendly SG than NG. The data for the footprint of NG and other infos came from SGL itself. I was quite annoyed at the time because a study is supposed to be neutral if it is used to apply for public money. The study was carried out by Ökotest (eco test) and with lobbying from a politician from a very conservative party, the money was willingly given. As someone who followed Talga, I could only rub my eyes back then. Maybe I'll gradually have to make my peace with them, growling...

However, and whoever the supplier from Italy is, SGL immediately came to my mind as they fitted the description and there are not many that come into consideration here. But they come from Germany and not Italy. But as I have now learnt...
As I said, wild speculation. Could of course be someone else entirely.

________________________________


Now I've drifted off. Can anyone answer the questions above?
 
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Semmel

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We have no indication about the financing of Talnode-Si factories other than that the financing is somewhat connected to the offtake and feasibility study being finalized . And that speculation comes from the hedgehog tweet and it's fallout.
 
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Semmel

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On the Italian producer, HC is also banging their head on that question. Some interesting statement by user Blue swims:

https://hotcrapper.com.au/posts/72522138/single

Try Vianode Gvan and cough,cough read their latest news. Synergies.Aspirations.
I heard in the grapevine some other big connections going on with European carmakers to join forces to head off the China tsunami
 
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cosors

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On the Italian producer, HC is also banging their head on that question. Some interesting statement by user Blue swims:

I also had my eye on Vianode but in the other Si topic. They belong to Elkem and they are Norwegian. But MT was talking about Italy for SG.
In a strange study by the Fresenius Institute in wich we are also mentioned I found indications that possible producers for the Si material are Elkem and Wacker Chemie. LoL they made a mistake and write WAKKER, which is a party location in Wiesbaden.
 
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Semmel

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Do we have any indication on the volume of Talnode-Si we are looking at in the near future? I understand our product is compelling and useful, however, I fail to understand the volume we are talking about. It obviously depends on the cusomer, but Si products are absolutely not on the horizon of any company model that I have seen. Most if not all are graphite business only. I assume that the market does not take Talnode-Si into account at all. However, I guess its at least as big of a deal as Talnode-C. Even more so because it doesnt have any ties to environmental or legacy land occupying groups. With Talnode-Si we are independent and can market it world wide. It could grow much much faster than Talnode-C. Its a very interesting aspect but as long as there is not a single factory or contract, its all pie in the sky and gives Talga some substantial upscaling potential.. depending on.. the volume. Do we have any information on that?
 
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BlackBeak

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Do we have any indication on the volume of Talnode-Si we are looking at in the near future? I understand our product is compelling and useful, however, I fail to understand the volume we are talking about. It obviously depends on the cusomer, but Si products are absolutely not on the horizon of any company model that I have seen. Most if not all are graphite business only. I assume that the market does not take Talnode-Si into account at all. However, I guess its at least as big of a deal as Talnode-C. Even more so because it doesnt have any ties to environmental or legacy land occupying groups. With Talnode-Si we are independent and can market it world wide. It could grow much much faster than Talnode-C. Its a very interesting aspect but as long as there is not a single factory or contract, its all pie in the sky and gives Talga some substantial upscaling potential.. depending on.. the volume. Do we have any information on that?
I feel like Mark mentioned in a video somewhere that the volume is smaller (if you blend it to 10% silicon content, you’d only need 20% of the volume of talnode-Si) but the initial business could be a similar size to the initial Talnode-c business (because you charge more per tonne).

It’s one of the many reasons I’m 100% in Talga, because I agree I think a good portion of the market only looks at talnode-c, and possible explosive upside when surprises like:
- talnode-si
- additives
- other tenements (e.g. lithium)
- no share dilution for funding
Get announced.

To me I think the price reflects:
- Talnode-c (maybe not even expansions)
- chance of delays / denials for the permit process (my feeling is small chance of delay, no chance of eventual denial due to Sweden / EU government stepping in due to importance)
- dilution of shares for funding
 
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cosors

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Shouldn't a feasibility study be carried out on this?
 
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Diogenese

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Do we have any indication on the volume of Talnode-Si we are looking at in the near future? I understand our product is compelling and useful, however, I fail to understand the volume we are talking about. It obviously depends on the cusomer, but Si products are absolutely not on the horizon of any company model that I have seen. Most if not all are graphite business only. I assume that the market does not take Talnode-Si into account at all. However, I guess its at least as big of a deal as Talnode-C. Even more so because it doesnt have any ties to environmental or legacy land occupying groups. With Talnode-Si we are independent and can market it world wide. It could grow much much faster than Talnode-C. Its a very interesting aspect but as long as there is not a single factory or contract, its all pie in the sky and gives Talga some substantial upscaling potential.. depending on.. the volume. Do we have any information on that?
Hi Semmel,

Mercedes used silicon/carbon battery from Sila in the EQXX. MB is a shareholder in Sila.

Building off its 2019 investment in battery materials company Sila, Mercedes-Benz announced a supply agreement to incorporate the former’s silicon anode chemistry into batteries to offer extended range to the upcoming G-Class which includes an electric G-Wagon.

...

Three years later, Mercedes has signed an agreement with Sila and has officially become the battery its first publicly announced automotive customer. Chief technology officer and member of the board of management of Mercedes-Benz Group AG, Markus Schäfer spoke to Sila’s progress.

...

Mercedes-Benz explains that through the supply agreement, Sila’s silicon anode chemistry will be incorporated into EV batteries as a purchase option on the G-Class EVs, including the electric G-Wagon. Compared to current EV battery chemistry,
Sila’s technology allows for a 20-40% increase in energy density at the cell level, reaching upwards of 800 Watt-hours per liter (Wh/l).

Sila have several patents and applications for silicon anodes.

This is a fairly recent application:

WO2021203086A1 LITHIUM-ION BATTERY WITH ANODE COMPRISING BLEND OF INTERCALATION-TYPE ANODE MATERIAL AND CONVERSION-TYPE ANODE MATERIAL

1. A Li-ion battery, comprising: anode and cathode electrodes; an electrolyte ionically coupling the anode and the cathode electrodes; and a separator electrically separating the anode and the cathode electrodes; wherein the anode electrode comprises a mixture of conversion-type anode material and intercalation-type anode material, wherein the conversion-type anode material exhibits median specific reversible capacity in the range from about 1400 mAh/g to about 2200 mAh/g, and wherein the conversion-type anode material exhibits first cycle coulombic efficiency in the range from about 88 % to about 96 %.

2. The Li-ion battery of claim 1, wherein the conversion-type anode material comprises from about 40 wt. % to about 60 wt. % Si
.



Interestingly, Sila claim up to 40% increase in energy density. An addition of 9% Talnode-Si to a graphite anode gives a 40% increase. A 100% Talnode-Si is reported to give a 500% capacity.

Sila | Next-Gen Lithium-Ion Battery Materials (silanano.com)

https://www.silanano.com/#:~:text=O...ext=anode is the first,benefits to the mobile



As far as Talnode-Si goes, this is old news and it does not provide production quantities:

https://mining.com.au/talga-plans-t...duce-silicon-anode-for-lithium-ion-batteries/

  • 14 DECEMBER, 2022
WRITTEN BY Harry Mulholland

Talga plans to expand pilot plant in Germany to produce silicon anode for lithium-ion batteries​

European battery and advanced materials supply chain company Talga Group (ASX:TLG) reports following positive customer tests and feedback, it is planning to produce greater quantities of its Talnode-Si for commercial qualification at a pilot plant in Germany.
The company says Talnode-Si is a silicon anode product for lithium-ion batteries that is a composite of graphite, graphene and around 50% silicon. Talnode-Si is designed to ‘significantly’ boost battery energy capacity when blended into existing commercial graphite anode materials.

Talga has been developing Talnode-Si since 2018 at its facilities in Cambridge, UK with commercial samples being produced at its pilot facility in Rudolstadt in Germany.

Recent qualification and pilot trials completed with a global electric vehicle (EV) manufacturer confirmed Talnode-Si’s performance under commercial cell manufacturing conditions, with lithium-ion batteries containing 9% Talnode-Si boosting battery energy capacity by around 40%. Test results of first-cycle efficiency and 500 cycle life to date also exceeded customer targets at this stage of development.

Talga Managing Director Mark Thompson says: “We are very pleased with the rapid advancements across Talnode-Si customer qualifications and scale-up.

The commercialisation of our silicon-graphene composite will complement our flagship Talnode-C graphite anode product to diversify Talga’s business growth.”

Talga reports commissioning of the expanded pilot line is to be completed in the first quarter of 2023. In parallel, the company is also conducting feasibility work towards accelerating commercial Talnode-Si production options
.


This is basically the same, but also discloses talks with EV makers.

https://www.greencarcongress.com/2022/12/20221227-talnode.html
...
Li-ion battery cells containing 9% Talnode-Si, manufactured in battery tolling and in-house development facilities, boosted battery energy capacity by ~40%. Test results of first cycle efficiency and 500 cycle life to date exceed customer targets at this stage of development.

Talga is expanding its existing pilot line in Rudolstadt to produce greater quantities of Talnode-Si for commercial qualification. Commissioning of the expanded pilot line is to be completed in Q1 2023.

In parallel, the company is conducting feasibility work towards accelerating commercial Talnode-Si production options. The company said that negotiations with leading global EV manufacturers regarding supply volumes have commenced and production site location selection in Europe is well underway
.

So, if we are on schedule, we've been producing sufficient for "commercial qualification" for more than one EV maker for about a year.

I haven't seen any recent news on the commercial production plant.
 
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Semmel

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I feel like Mark mentioned in a video somewhere that the volume is smaller (if you blend it to 10% silicon content, you’d only need 20% of the volume of talnode-Si) but the initial business could be a similar size to the initial Talnode-c business (because you charge more per tonne).

It’s one of the many reasons I’m 100% in Talga, because I agree I think a good portion of the market only looks at talnode-c, and possible explosive upside when surprises like:
- talnode-si
- additives
- other tenements (e.g. lithium)
- no share dilution for funding
Get announced.

To me I think the price reflects:
- Talnode-c (maybe not even expansions)
- chance of delays / denials for the permit process (my feeling is small chance of delay, no chance of eventual denial due to Sweden / EU government stepping in due to importance)
- dilution of shares for funding

I absolutely agree with your judgement on what the market is pricing in. I am not 100% Talga, but depending on the day, around 50%, which is concentrated enough. The interesting aspect is, that Talnode-Si is arguably the safer bet than Talnode-C because it doesnt require a mine. Interesting, isnt it? Sure having a pessimistic view in a challenging market period is probably the right thing to do. However, its also the period with the most substantial opportunities. And I became to realize that Talnode-Si is probably a larger piece of the puzzle than the Talndoe-C busieness, even including the expansion of as yet unknown size.
 
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cosors

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I have the feeling, and it's just a feeling, I have nothing to back it up, that we won't know anything more about the issue until the court has ruled.
 

Semmel

Top 20
Hi Semmel,

Mercedes used silicon/carbon battery from Sila in the EQXX. MB is a shareholder in Sila.

Building off its 2019 investment in battery materials company Sila, Mercedes-Benz announced a supply agreement to incorporate the former’s silicon anode chemistry into batteries to offer extended range to the upcoming G-Class which includes an electric G-Wagon.

...

Three years later, Mercedes has signed an agreement with Sila and has officially become the battery its first publicly announced automotive customer. Chief technology officer and member of the board of management of Mercedes-Benz Group AG, Markus Schäfer spoke to Sila’s progress.


...

Mercedes-Benz explains that through the supply agreement, Sila’s silicon anode chemistry will be incorporated into EV batteries as a purchase option on the G-Class EVs, including the electric G-Wagon. Compared to current EV battery chemistry,
Sila’s technology allows for a 20-40% increase in energy density at the cell level, reaching upwards of 800 Watt-hours per liter (Wh/l).

Sila have several patents and applications for silicon anodes.

This is a fairly recent application:

WO2021203086A1 LITHIUM-ION BATTERY WITH ANODE COMPRISING BLEND OF INTERCALATION-TYPE ANODE MATERIAL AND CONVERSION-TYPE ANODE MATERIAL

1. A Li-ion battery, comprising: anode and cathode electrodes; an electrolyte ionically coupling the anode and the cathode electrodes; and a separator electrically separating the anode and the cathode electrodes; wherein the anode electrode comprises a mixture of conversion-type anode material and intercalation-type anode material, wherein the conversion-type anode material exhibits median specific reversible capacity in the range from about 1400 mAh/g to about 2200 mAh/g, and wherein the conversion-type anode material exhibits first cycle coulombic efficiency in the range from about 88 % to about 96 %.

2. The Li-ion battery of claim 1, wherein the conversion-type anode material comprises from about 40 wt. % to about 60 wt. % Si
.



Interestingly, Sila claim up to 40% increase in energy density. An addition of 9% Talnode-Si to a graphite anode gives a 40% increase. A 100% Talnode-Si is reported to give a 500% capacity.

Sila | Next-Gen Lithium-Ion Battery Materials (silanano.com)

https://www.silanano.com/#:~:text=Our Sila anode is the first,benefits to the mobile industry today.&text=Our Sila anode is,the mobile industry today.&text=anode is the first,benefits to the mobile



As far as Talnode-Si goes, this is old news and it does not provide production quantities:

https://mining.com.au/talga-plans-t...duce-silicon-anode-for-lithium-ion-batteries/

  • 14 DECEMBER, 2022
WRITTEN BY Harry Mulholland

Talga plans to expand pilot plant in Germany to produce silicon anode for lithium-ion batteries​

European battery and advanced materials supply chain company Talga Group (ASX:TLG) reports following positive customer tests and feedback, it is planning to produce greater quantities of its Talnode-Si for commercial qualification at a pilot plant in Germany.
The company says Talnode-Si is a silicon anode product for lithium-ion batteries that is a composite of graphite, graphene and around 50% silicon. Talnode-Si is designed to ‘significantly’ boost battery energy capacity when blended into existing commercial graphite anode materials.

Talga has been developing Talnode-Si since 2018 at its facilities in Cambridge, UK with commercial samples being produced at its pilot facility in Rudolstadt in Germany.

Recent qualification and pilot trials completed with a global electric vehicle (EV) manufacturer confirmed Talnode-Si’s performance under commercial cell manufacturing conditions, with lithium-ion batteries containing 9% Talnode-Si boosting battery energy capacity by around 40%. Test results of first-cycle efficiency and 500 cycle life to date also exceeded customer targets at this stage of development.

Talga Managing Director Mark Thompson says: “We are very pleased with the rapid advancements across Talnode-Si customer qualifications and scale-up.

The commercialisation of our silicon-graphene composite will complement our flagship Talnode-C graphite anode product to diversify Talga’s business growth.”

Talga reports commissioning of the expanded pilot line is to be completed in the first quarter of 2023. In parallel, the company is also conducting feasibility work towards accelerating commercial Talnode-Si production options
.


This is basically the same, but also discloses talks with EV makers.

https://www.greencarcongress.com/2022/12/20221227-talnode.html
...
Li-ion battery cells containing 9% Talnode-Si, manufactured in battery tolling and in-house development facilities, boosted battery energy capacity by ~40%. Test results of first cycle efficiency and 500 cycle life to date exceed customer targets at this stage of development.

Talga is expanding its existing pilot line in Rudolstadt to produce greater quantities of Talnode-Si for commercial qualification. Commissioning of the expanded pilot line is to be completed in Q1 2023.

In parallel, the company is conducting feasibility work towards accelerating commercial Talnode-Si production options. The company said that negotiations with leading global EV manufacturers regarding supply volumes have commenced and production site location selection in Europe is well underway
.

So, if we are on schedule, we've been producing sufficient for "commercial qualification" for more than one EV maker for about a year.

I haven't seen any recent news on the commercial production plant.

Thanks Dio! Do you know the volume that Sila is providing Mercedes?

BTW, do you know how scalable the production of Sila is? Last time (years ago) I checked, they were growing silicon nano tubes, which is a slow process and cannot be scaled easily and cost efficiently. If they found a way to make it work, that would be great for them!

Also, 9% Talnode-Si sounds about right for most applications. No one is using it in high concentration because it would be degrading too fast. And battery lifetime is an important aspect. Also there is deminishing returns because increasing the energy density of the Anode doesnt increase the energy density of the cell. current collectors and cathode will remain the same. Which, while not as voluminous as the anode, are heavier. So there is a hard cap to the upside that additional silicon can give to the cell. But a 10% fraction sounds about right to me.
 
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Semmel

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I have the feeling, and it's just a feeling, I have nothing to back it up, that we won't know anything more about the issue until the court has ruled.
Maybe. We will of course not hear anything about the expansion, but Talnode-Si business should be independent of Talnode-C... If SI comes later than C, its just how the events fall on their own. I dont think we will hear anything from Talnode-Si in the next 4 weeks, maybe longer.
 
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BlackBeak

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Maybe. We will of course not hear anything about the expansion, but Talnode-Si business should be independent of Talnode-C... If SI comes later than C, its just how the events fall on their own. I dont think we will hear anything from Talnode-Si in the next 4 weeks, maybe longer.
I think it’s related in a way though? I thought the idea is they could feed scraps from the Talnode-C production process into producing Talnode-Si, via producing graphene.

They also investigated feeding in 3rd party feedstock into the process, including (possibly) recycled material (it wouldn’t form part of the charging part of the anode, but as part of the silicon structure preventing expansion). I could be wrong, my science isn’t as good as my belief in Talga xD

So I’d assume they would wait for the outcome of the permit process so they know whether they can feed in our own graphite into the process (cheaper), or would need to buy / source graphite from elsewhere. My feeling also is qualification with our own graphite input started much sooner than using other sources, so qualification of Talnode-Si using graphite from elsewhere may not be as advanced as our own graphite and might need more time.
 
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JNRB

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I feel like Mark mentioned in a video somewhere that the volume is smaller (if you blend it to 10% silicon content, you’d only need 20% of the volume of talnode-Si) but the initial business could be a similar size to the initial Talnode-c business (because you charge more per tonne).

It’s one of the many reasons I’m 100% in Talga, because I agree I think a good portion of the market only looks at talnode-c, and possible explosive upside when surprises like:
- talnode-si
- additives
- other tenements (e.g. lithium)
- no share dilution for funding
Get announced.

To me I think the price reflects:
- Talnode-c (maybe not even expansions)
- chance of delays / denials for the permit process (my feeling is small chance of delay, no chance of eventual denial due to Sweden / EU government stepping in due to importance)
- dilution of shares for funding
It was in the q&a of one of the webinars a couple of qtrs ago, someone asked about volumes.
 
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Diogenese

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I think it’s related in a way though? I thought the idea is they could feed scraps from the Talnode-C production process into producing Talnode-Si, via producing graphene.

They also investigated feeding in 3rd party feedstock into the process, including (possibly) recycled material (it wouldn’t form part of the charging part of the anode, but as part of the silicon structure preventing expansion). I could be wrong, my science isn’t as good as my belief in Talga xD

So I’d assume they would wait for the outcome of the permit process so they know whether they can feed in our own graphite into the process (cheaper), or would need to buy / source graphite from elsewhere. My feeling also is qualification with our own graphite input started much sooner than using other sources, so qualification of Talnode-Si using graphite from elsewhere may not be as advanced as our own graphite and might need more time.

This is the Talnode-Si Patent:


WO2020261194A1 SILICON AND GRAPHITE CONTAINING COMPOSITE MATERIAL AND METHOD FOR PRODUCING SAME

A method (10) for the production of a composite material (42) comprising: Subjecting silicon particles (16) to a size reduction step (18) with graphite particles (20) in a solvent and/or in the presence of a polymer, to produce coated silicon nanoparticles (26); Processing the product of step (i) with or without a binder to produce composites (32); Thermal treatment of the composites (32) of step (ii), thereby producing a composite material (12) comprising a plurality of coated silicon nanoparticles, graphite particles and a carbon matrix, wherein the graphite particles are held within the carbon matrix; Coating of the composites (12) of step (iii) with a binder (36); and Thermal treatment of the composites (38) of step (iv) thereby producing a shell comprising amorphous carbon. A silicon and graphite containing composite material is also disclosed.

1709041711896.png
 
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cosors

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Maybe. We will of course not hear anything about the expansion, but Talnode-Si business should be independent of Talnode-C... If SI comes later than C, its just how the events fall on their own. I dont think we will hear anything from Talnode-Si in the next 4 weeks, maybe longer.
I could imagine that the plan or feasibility study for the Si expansion could be firmly linked to a binding agreement and partnership, which in turn is linked to the court decision and the EIB funding as opener.
Maybe without binding partnerships and financing it's all just theory.
It's all connected. It is conceivable that such a partnership started with Talnode-C and then they discovered Si but need also C and put together a complete package that cannot be handled separately from Talnode-C.
I admit that I'm just making things up.
 
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Semmel

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I think it’s related in a way though? I thought the idea is they could feed scraps from the Talnode-C production process into producing Talnode-Si, via producing graphene.

They also investigated feeding in 3rd party feedstock into the process, including (possibly) recycled material (it wouldn’t form part of the charging part of the anode, but as part of the silicon structure preventing expansion). I could be wrong, my science isn’t as good as my belief in Talga xD

So I’d assume they would wait for the outcome of the permit process so they know whether they can feed in our own graphite into the process (cheaper), or would need to buy / source graphite from elsewhere. My feeling also is qualification with our own graphite input started much sooner than using other sources, so qualification of Talnode-Si using graphite from elsewhere may not be as advanced as our own graphite and might need more time.

Ahh yes, true. Talnode-Si is only 50% silicon and the other 50% are various types of graphite and graphene. You are correct, so we need the mine for Talnode-Si as well. Or at least some comparable graphite source. I stand corrected then.
 
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