I remember thinking our anodes don't need to be blended either, but then LTT came along, which didn't make sense. So seems there is still a use case
TLG Discussion 2022
- Thread starter zeeb0t
- Start date
beserk
Regular
Good info in clear and concise German. Don't know if MP and MT would like to sport their direct telephone numbers though.
Hopefully they are numbers for a pay wall service. You can pay to have a PR firm to screen any incoming calls with a person with friendly but determined manner showing the many loonies ringing where the exit is.
And of course as a 1st hurdle the answering machine with options 1 to 5 etc etc etc. All to stall the person ringing in.
Indeed there are ways to screen calls....
-beserk
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beserk
Regular
Yes the unique chemical and physical composition of the graphite AND graphene in the Vittangi mining district makes it wortwhile.
And us Talgarians just went through a three year fight in the courts when the antis tried their best to stall the process to make us loose belief in the mining of this unique resource.
And we have come through our 'stål bad' ie tempering of the steel even steelier...
I say watch out murder of crows...
-beserk
Did anyone catch Mark speaking yesterday at the RIU Sydney Resources Round-Up?
Impressive!
In short, the stars have aligned and once this permit shenanigans is over offtakes and financing will follow very swiftly. Clearly these are both already agreed and waiting for permit approval before making public.
Good times ahead!
Impressive!
In short, the stars have aligned and once this permit shenanigans is over offtakes and financing will follow very swiftly. Clearly these are both already agreed and waiting for permit approval before making public.
Good times ahead!
Slymeat
Move on, nothing to see.
Commsec seems to be down-can’t login. NetBank is up, but has a message stating some balances can’t be loaded.
Legend Slymeat! That's the same. Thought my worst fears of being hacked! Cheers mate
fyi: Netbank showing the balances now mate. Commsec now also able to login. Cheers again Slymeat
WheresTheMonkey
Regular
I have seen this before calculated at a past date. Is it from Benchmark or Fastmarkets ?
ACinEur
Regular
Not sure on the source…I’ll have a dig around later
cosors
👀
Here we have a more detailed drawing of what the underground mining could look like.
WheresTheMonkey
Regular
OK so the heavily polluting industrial park at Lulea is about to expand ..................LOL.......no mention of permits
And how does a fertiliser manufacturer get the green light on permits but we are apparently too polluting ?
"Now work starts on the Hertsö field
May 30, 2023
The expansion of the Luleå Industrial Park at Hertsöfältet is now starting. In July, the ground work will start and work on the first industrial establishments can already start this autumn. "Talga and probably also Duroc intend to start up," says Robert Eriksson, project manager for Luleå Industripark.
Robert Eriksson, project manager at Luleå Industripark, visits a lonely hunting tower that will soon be a thing of the past on the Hertsö field. New industries will be built here.
The Hertsö field between Lövskärsvägen and Svartön has been mined in parts and in part of the area Luleå Energi is already preparing for a new plant, a power station to receive the planned power lines and then distribute electricity to the establishments. But soon, more machines will start earthworks on the industrial plots where the forest has now been felled, because now the current environmental verdict for the earthworks has gained legal force.
- We hope to be able to start the work in July with earthworks. Now there are already roads to start from, so we don't need to start building roads. We uncover the ground, then stumps and stones are simply shoveled away. Then we lay the foundation with soil and gravel to create an establishment area to be able to set up barracks that can function as workplaces, says Robert Eriksson, project manager for Luleå Industripark.
In the current part of Luleå Industrial Park, Hertsöfältet, new industries are planned, such as Talga, which will manufacture battery components, anodes, where natural graphite from Vittangi will be used, and Fertiberia, which will manufacture climate-smart fertilizer. But industries also moved from Svartön, such as Lindab and Duroc, which are building new on the Hertsö field.
- Now we are entering a phase where all preparatory work with land instructions and plans turns into actual construction. Of course, it feels good when concrete construction begins, says Robert Eriksson.
Emma Sailamaa, project manager for infrastructure, keeps an eye on the next stages:
- In the autumn, we will start building a pumping station. After that, we build additional infrastructure around the industries, she says.
In addition to the constructions at Luleå Industripark, a footpath and cycle path are also being built along Hertsövägen.
- That construction will start late in the autumn, during the fourth quarter and hopefully we will be ready by the summer of 2024, says Emma Sailamaa.
How will all this construction affect the public?
- It will mean that the construction traffic will start along Hertsövägen and of course it will be noticeable to some extent, but in the same order of magnitude as when we clear snow. Most likely, Gräsörenvägen will be closed to the public so that there will only be construction traffic on it, notes Sailamaa."
And how does a fertiliser manufacturer get the green light on permits but we are apparently too polluting ?
Nu startar arbetet på Hertsöfältet
Nu inleds utbyggnaden av Luleå Industripark på Hertsöfältet. I juli startar markarbetena och redan i höst kan arbetet med de första industrietableringarna starta. "Talga och troligtvis även Duroc avser att starta upp", säger Robert Eriksson, projektchef för Luleå Industripark.
vartlulea.se
"Now work starts on the Hertsö field
May 30, 2023
The expansion of the Luleå Industrial Park at Hertsöfältet is now starting. In July, the ground work will start and work on the first industrial establishments can already start this autumn. "Talga and probably also Duroc intend to start up," says Robert Eriksson, project manager for Luleå Industripark.
Robert Eriksson, project manager at Luleå Industripark, visits a lonely hunting tower that will soon be a thing of the past on the Hertsö field. New industries will be built here.
The Hertsö field between Lövskärsvägen and Svartön has been mined in parts and in part of the area Luleå Energi is already preparing for a new plant, a power station to receive the planned power lines and then distribute electricity to the establishments. But soon, more machines will start earthworks on the industrial plots where the forest has now been felled, because now the current environmental verdict for the earthworks has gained legal force.
- We hope to be able to start the work in July with earthworks. Now there are already roads to start from, so we don't need to start building roads. We uncover the ground, then stumps and stones are simply shoveled away. Then we lay the foundation with soil and gravel to create an establishment area to be able to set up barracks that can function as workplaces, says Robert Eriksson, project manager for Luleå Industripark.
In the current part of Luleå Industrial Park, Hertsöfältet, new industries are planned, such as Talga, which will manufacture battery components, anodes, where natural graphite from Vittangi will be used, and Fertiberia, which will manufacture climate-smart fertilizer. But industries also moved from Svartön, such as Lindab and Duroc, which are building new on the Hertsö field.
- Now we are entering a phase where all preparatory work with land instructions and plans turns into actual construction. Of course, it feels good when concrete construction begins, says Robert Eriksson.
Emma Sailamaa, project manager for infrastructure, keeps an eye on the next stages:
- In the autumn, we will start building a pumping station. After that, we build additional infrastructure around the industries, she says.
In addition to the constructions at Luleå Industripark, a footpath and cycle path are also being built along Hertsövägen.
- That construction will start late in the autumn, during the fourth quarter and hopefully we will be ready by the summer of 2024, says Emma Sailamaa.
How will all this construction affect the public?
- It will mean that the construction traffic will start along Hertsövägen and of course it will be noticeable to some extent, but in the same order of magnitude as when we clear snow. Most likely, Gräsörenvägen will be closed to the public so that there will only be construction traffic on it, notes Sailamaa."
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Pharvest
Member
Pharvest
Member
Sure can
Sure can be done! Decline, cross passage, ore drives.. rinse and repeat down and down and down! Then long hole drilling level to level, charge it up, blow it all up.. you’ve got yourself the start of and underground stope full of paydirt.. you beauty!!!
Monkeymandan
Regular
I have to say the highlight of the webinar for me was seeing how enthused MT was when talking about the expansion strategy they’ve been working on. Second time in a couple of weeks he’s made reference to it.
Niska is going to get well and truly supersized!
cosors
👀
That is interesting:
The fund Atlant Green Tech Metals decreased 0.6 percent in May. Since the turn of the year, the fund has decreased by 2.1 percent. This is evident from a monthly report from the fund's manager Mattias Gromark.
Initially, the manager writes that the market had a negative month. The Stockholm Stock Exchange fell 2.1 percent in May and has increased 4.3 percent this year.
“As you know, Green Tech Metals invests in sustainable companies in the material supply industry for sustainable energy and electrification. We are convinced that the requirements for sustainable supply chains, at all stages, will only increase in the coming years, especially to Europe and North America", writes Gromark.
Furthermore, the administrator highlights the Chinese company Putailai, which has been in bad weather recently as the company is to build a factory for Northvolt in Torsboda outside Timrå. According to information, Putailai has deliberately concealed the fact that it has a subsidiary in a region of China where a genocide is taking place, which is why, among other things, the United States has banned all trade in Chinese goods from the region.
The manager instead highlights a number of companies in the portfolio that produce the same type of battery material, but which are instead based on natural graphite, which creates much less carbon dioxide emissions. These companies are Nextsource Materials, Northern Graphite, Noveau Monde Graphite and Talga.
The main contributions to the fund came during the month from the holdings in AMG Critical Materials, Standard Lithium and FLSmidth.
In the negative balance were Electra Battery Materials, IBU-TEC Advanced Materials and Taseko instead.
During the month, the fund reduced its holdings in Eramet and Lundin Mining and increased in Epiroc and Elkem. At the end of May, Epiroc received an order for 130 million kroner from Boliden, which the fund also owns, for mining equipment.
"Boliden has set very high targets to reduce emissions from its operations. By 2030, scope 1 (direct emissions) and 2 (indirect emissions) must be reduced by 40 percent. Scope 3 (indirect emissions from the value chain) must be reduced by 30 percent by 2030.”
The largest holdings in the fund's portfolio at the end of the month were Cameco, Lithium Americas and FLSmidth & Co with portfolio weights of 9.9, 8.0 and 3.7 percent respectively."
https://www.realtid.se/telegram/atl...-i-maj-epiroc-har-fatt-en-order-fran-boliden/
direct souce: https://www.atlantfonder.se/?do=template.fil&id=27519&csrf=9dd9d91be8fecefe1157ed4cb63d37ec
It's probably not going to be that easy for them after all. It's good that someone is taking a closer look. What is NV doing now?
______
They are a shareholder.
It is not that insane with AU$561,333, but...!
https://www.atlantfonder.se/?page=forvaltarkommentar&id=2147 and there follow the link...
The statement above comes 1:1 from the fund description.
Atlant Fonder also retweeted the investor webinar from us. https://twitter.com/mgromark?lang=de
"Atlant Green Tech Metals decreased 0.6 percent in May – Epiroc has received an order from Boliden
Published5 June at 9.16The fund Atlant Green Tech Metals decreased 0.6 percent in May. Since the turn of the year, the fund has decreased by 2.1 percent. This is evident from a monthly report from the fund's manager Mattias Gromark.
Initially, the manager writes that the market had a negative month. The Stockholm Stock Exchange fell 2.1 percent in May and has increased 4.3 percent this year.
“As you know, Green Tech Metals invests in sustainable companies in the material supply industry for sustainable energy and electrification. We are convinced that the requirements for sustainable supply chains, at all stages, will only increase in the coming years, especially to Europe and North America", writes Gromark.
Furthermore, the administrator highlights the Chinese company Putailai, which has been in bad weather recently as the company is to build a factory for Northvolt in Torsboda outside Timrå. According to information, Putailai has deliberately concealed the fact that it has a subsidiary in a region of China where a genocide is taking place, which is why, among other things, the United States has banned all trade in Chinese goods from the region.
The manager instead highlights a number of companies in the portfolio that produce the same type of battery material, but which are instead based on natural graphite, which creates much less carbon dioxide emissions. These companies are Nextsource Materials, Northern Graphite, Noveau Monde Graphite and Talga.
The main contributions to the fund came during the month from the holdings in AMG Critical Materials, Standard Lithium and FLSmidth.
In the negative balance were Electra Battery Materials, IBU-TEC Advanced Materials and Taseko instead.
During the month, the fund reduced its holdings in Eramet and Lundin Mining and increased in Epiroc and Elkem. At the end of May, Epiroc received an order for 130 million kroner from Boliden, which the fund also owns, for mining equipment.
"Boliden has set very high targets to reduce emissions from its operations. By 2030, scope 1 (direct emissions) and 2 (indirect emissions) must be reduced by 40 percent. Scope 3 (indirect emissions from the value chain) must be reduced by 30 percent by 2030.”
The largest holdings in the fund's portfolio at the end of the month were Cameco, Lithium Americas and FLSmidth & Co with portfolio weights of 9.9, 8.0 and 3.7 percent respectively."
| Atlant Green Tech Metals, % | maj, 2023 |
| Fund MM, change in percentage | -0.6 |
| Fund this year, change in percentage | -2.1 |
direct souce: https://www.atlantfonder.se/?do=template.fil&id=27519&csrf=9dd9d91be8fecefe1157ed4cb63d37ec
It's probably not going to be that easy for them after all. It's good that someone is taking a closer look. What is NV doing now?
______
They are a shareholder.
It is not that insane with AU$561,333, but...!
Atlant Green Tech Metals
https://www.atlantfonder.se/?page=forvaltarkommentar&id=2147 and there follow the link...
The statement above comes 1:1 from the fund description.
Atlant Fonder also retweeted the investor webinar from us. https://twitter.com/mgromark?lang=de
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cosors
👀
MT gave me the idea to research in French (Twitter; link to French article behind a PW). The first find was a graphite project in Madagascar, directly compared to Talga, which is on the other side of the world. Compare in the article the problems of our environmental peoples and Sami with those of the indigenous people, but see for yourself.
By the way, our environmentalists are on site in Nunasvaara from today until 11 June to start an endangered species collection. Whether this will have an impact, I can't say.
...
...
Some villagers also claim that the company's employees used water from their village's wells and the stream running through the village during their exploration work.
In addition, Evion would have dug several boreholes around the village. Tahovelo pointed out that the machines used by Evion are used to dig wells that are much deeper than those of the villagers. They enable the company to have water when the villagers' own wells run dry. Moreover, the latter cannot use them because Evion blocks access to them. However, Tom Revy rejected this claim.
Komanga, 28, collects standing water on a dirt road leading to Maniry.
...
As calls for decarbonisation of the global economy grow louder, some renewable energy advocates say the clean-up must extend to mining, which will support the transition.
Talga Group , which operates mining deposits in northern Sweden, announces that it will produce one of the world's most environmentally friendly graphite battery anodes. Talga has completed and submitted a definitive feasibility study for its Vittangi graphite project three years ahead of the planned production date of 2024. The mine will rely on hydropower to meet its energy needs. The Australian company Talga, after consultation with community groups, also plans to suspend mining operations for part of the year to allow reindeer migration and respect the rights of indigenous Sami reindeer herders.
While it is difficult to predict how well this deal will work out in the future, on paper it stands in stark contrast to Evion's plans. The Maniry project's biggest operating cost comes from an unlikely source: diesel. None of the villages on the proposed mine site have access to the electricity grid. Diesel, derived from crude oil, is used to power most mining operations. Projects to integrate solar energy are still under consideration.
Talga will also process graphite concentrate and produce battery anodes in the country. Like other African countries, Madagascar has to ship its graphite concentrate for processing, which deprives it of the economic gains associated with value addition. But Evion has secured agreements to supply factories in India and the United States, positioning itself as a key supplier to battery manufacturers in Europe.
The company is optimistic about its own profitability, given rising demand for electric vehicles and efforts by the US and Europe to secure non-Chinese sources of graphite supply.
Evion expects to sell graphite concentrate for an average of US$1,448 per tonne, which will generate US$1.64 billion in revenue over the life of the mine. The company expects the Maniry project to generate an after-tax return of 29%.
..."
https://fr.mongabay.com/2023/05/mad...itant-de-graphite-vient-frapper-a-leur-porte/
____________
...
"The biggest challenge is to design a mine with a lower impact on the community and reindeer husbandry," testifies Talga's director in Europe, Martin Phillips. The Australian junior has been developing the Vittangi mine for a decade. When it opens in 2025, it will be the largest graphite site in Europe. A material that is "essential for batteries and that is hardly produced in Europe", explains the manager, who states that the mine is only exploited in summer when there are no reindeer. A discussion strategy This enabled the company to obtain the operating permit in April."
https://www.usinenouvelle.com/article/la-suede-un-champion-minier-tres-strategique.N2124761
By the way, our environmentalists are on site in Nunasvaara from today until 11 June to start an endangered species collection. Whether this will have an impact, I can't say.
"Madagascar: What happens to the villagers when a graphite miner knocks on their door?
11. Mai 2023...
...
Some villagers also claim that the company's employees used water from their village's wells and the stream running through the village during their exploration work.
In addition, Evion would have dug several boreholes around the village. Tahovelo pointed out that the machines used by Evion are used to dig wells that are much deeper than those of the villagers. They enable the company to have water when the villagers' own wells run dry. Moreover, the latter cannot use them because Evion blocks access to them. However, Tom Revy rejected this claim.
Komanga, 28, collects standing water on a dirt road leading to Maniry.
...
As calls for decarbonisation of the global economy grow louder, some renewable energy advocates say the clean-up must extend to mining, which will support the transition.
Talga Group , which operates mining deposits in northern Sweden, announces that it will produce one of the world's most environmentally friendly graphite battery anodes. Talga has completed and submitted a definitive feasibility study for its Vittangi graphite project three years ahead of the planned production date of 2024. The mine will rely on hydropower to meet its energy needs. The Australian company Talga, after consultation with community groups, also plans to suspend mining operations for part of the year to allow reindeer migration and respect the rights of indigenous Sami reindeer herders.
While it is difficult to predict how well this deal will work out in the future, on paper it stands in stark contrast to Evion's plans. The Maniry project's biggest operating cost comes from an unlikely source: diesel. None of the villages on the proposed mine site have access to the electricity grid. Diesel, derived from crude oil, is used to power most mining operations. Projects to integrate solar energy are still under consideration.
Talga will also process graphite concentrate and produce battery anodes in the country. Like other African countries, Madagascar has to ship its graphite concentrate for processing, which deprives it of the economic gains associated with value addition. But Evion has secured agreements to supply factories in India and the United States, positioning itself as a key supplier to battery manufacturers in Europe.
The company is optimistic about its own profitability, given rising demand for electric vehicles and efforts by the US and Europe to secure non-Chinese sources of graphite supply.
Evion expects to sell graphite concentrate for an average of US$1,448 per tonne, which will generate US$1.64 billion in revenue over the life of the mine. The company expects the Maniry project to generate an after-tax return of 29%.
..."
https://fr.mongabay.com/2023/05/mad...itant-de-graphite-vient-frapper-a-leur-porte/
____________
„Sweden is a very strategic mining champion
As the European colossus of base metals, Sweden wants to play a leading role in ecological change....
"The biggest challenge is to design a mine with a lower impact on the community and reindeer husbandry," testifies Talga's director in Europe, Martin Phillips. The Australian junior has been developing the Vittangi mine for a decade. When it opens in 2025, it will be the largest graphite site in Europe. A material that is "essential for batteries and that is hardly produced in Europe", explains the manager, who states that the mine is only exploited in summer when there are no reindeer. A discussion strategy This enabled the company to obtain the operating permit in April."
https://www.usinenouvelle.com/article/la-suede-un-champion-minier-tres-strategique.N2124761
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cosors
👀
Found in France but followed to the source
May 15, 2023
Porsche expects to be able to produce electric vehicles with a range exceeding 807 miles (1,300 km) in the medium term and this won’t involve EVs with solid-state batteries, a technology that the carmaker is developing.
The German carmaker believes that optimizing the anode of an EV is one way to optimize it. Porsche currently uses graphite as an active anode material but is developing silicon anodes. It says silicon anodes offer up to 10 times more storage capacity and cells with fast-charging capability could be charged from 5 to 80% in less than 15 minutes with these anodes.
There is one issue with silicon anodes, however. Porsche notes that silicon particles expand by 300% when they absorb lithium, meaning that the service life of the battery would be impaired. Porsche is currently working on anodes made up of up to 80% silicon. Additionally, it is also undertaking intensive work in increasing the proportion of nickel in the cathode, allowing for higher charging capacities.
Read: Maserati Rejects Solid State Batteries For Its Cars Due To Performance Concerns
“In the medium term, we can expect the combination of new anode chemistry and dense packaging of the cells to allow a vehicle range of 1,300 km (807 miles),” director of the Helmholtz Institute Ulm and Head of the Energy Storage Systems research unit at the Karlsruhe Institute of Technology, Professor Maximilian Fichtner said.
“I think that we will see 30 to 50 percent increases in range in premium vehicles in the future,” added the commercial and technical director of MEET Battery Research Center at the University of Munster, Dr. Falko Schappacher.
Like many other car manufacturers, Porsche is also investing heavily in solid-state battery technology. Its researchers believe such batteries will have 50% greater energy density and offer significantly faster charging times.
Faster charging times will necessitate the development of more powerful charging stations. Charging sockets will also need active cooling so that charging capacities exceeding 500 kW can be conducted reliably."
https://www.carscoops.com/2023/05/porsche-sees-evs-with-over-807-miles-of-range-in-the-near-future/
"
Porsche Sees EVs With Over 1,300 Kilometers Of Range In The Near Future
Porsche is also working on advanced solid-state batteries with up to 50% greater energy densityMay 15, 2023
Porsche expects to be able to produce electric vehicles with a range exceeding 807 miles (1,300 km) in the medium term and this won’t involve EVs with solid-state batteries, a technology that the carmaker is developing.
The German carmaker believes that optimizing the anode of an EV is one way to optimize it. Porsche currently uses graphite as an active anode material but is developing silicon anodes. It says silicon anodes offer up to 10 times more storage capacity and cells with fast-charging capability could be charged from 5 to 80% in less than 15 minutes with these anodes.
There is one issue with silicon anodes, however. Porsche notes that silicon particles expand by 300% when they absorb lithium, meaning that the service life of the battery would be impaired. Porsche is currently working on anodes made up of up to 80% silicon. Additionally, it is also undertaking intensive work in increasing the proportion of nickel in the cathode, allowing for higher charging capacities.
Read: Maserati Rejects Solid State Batteries For Its Cars Due To Performance Concerns
“In the medium term, we can expect the combination of new anode chemistry and dense packaging of the cells to allow a vehicle range of 1,300 km (807 miles),” director of the Helmholtz Institute Ulm and Head of the Energy Storage Systems research unit at the Karlsruhe Institute of Technology, Professor Maximilian Fichtner said.
“I think that we will see 30 to 50 percent increases in range in premium vehicles in the future,” added the commercial and technical director of MEET Battery Research Center at the University of Munster, Dr. Falko Schappacher.
Like many other car manufacturers, Porsche is also investing heavily in solid-state battery technology. Its researchers believe such batteries will have 50% greater energy density and offer significantly faster charging times.
Faster charging times will necessitate the development of more powerful charging stations. Charging sockets will also need active cooling so that charging capacities exceeding 500 kW can be conducted reliably."
https://www.carscoops.com/2023/05/porsche-sees-evs-with-over-807-miles-of-range-in-the-near-future/
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