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Worldwide Shortage of Lithium Batteries; Who's the Culprit?

Dec 29 2017
In the world of lithium batteries, companies are jockeying for position.  With Electric Vehicles(EV's) becoming more and more mainstream, there are more companies building EV's than ever before.  And these power hungry automobiles are looking for batteries.  And they are struggling to find them.

But why a struggle?  Tesla doesn't seem to have any problems getting batteries, they build their own.  Panasonic and LG don't either, and they build their own also.  So what's the problem for everyone else?

It's the components.  Namely Lithium and Cobalt, the two primary components in Lithium batteries.  But unlike the name suggests, the primary component in a Lithium battery isn't Lithium, it's Cobalt.

There is a finite supple of Lithium on the planet, but for now there seems to be adequate reserves for the near future.  It is expensive to get out of the ground, and most of the supply chain is controlled contractually by the big three manufacturers mentioned earlier.  This is hampering the efforts of smaller players to break into the market at cost competitive rates.

But the real culprit is Cobalt, the primary component.  With Chinas mining of Cobalt from it's own mines and The Democratic Republic of Congo(DRC), the two account for almost 75% of the  world supply.  And the majority of the supply is under contract.

So why not just open more mines?  It takes approximately 35 years from the inception to reach a fully functioning Cobalt mine.  And with the demand for Cobalt expected to double by 2030, there just isn't enough to go around .

The need for recycling of these materials is critical, but the drawback is it is expensive.  The available techniques to do so are tedious.

We offer some links to some interesting reading.

https://seekingalpha.com/article/4131901-glencores-investor-update-confirmed-analysis-teslas-cobalt-supply-chain-risk

https://insideevs.com/tesla-gigafactory-creating-worldwide-battery-cell-shortage/

https://www.bloomberg.com/news/articles/2017-12-18/how-batteries-sparked-a-cobalt-frenzy-and-what-could-happen-next

https://investingnews.com/daily/resource-investing/critical-metals-investing/cobalt-investing/top-cobalt-producing-countries-congo-china-canada-russia-australia/

http://www.sciencedirect.com/science/article/pii/S0956053X05000164

The Chinese Take Battery Power to the Seas

Dec 19 2017
To continue our conversation on the innovative applications of battery power in new modes of transport/transportation, enter the Chinese.

Powering a huge transport vessel requires an extreme amount of power.  We thought the attached article may be of interest to you.

https://chargedevs.com/newswire/chinese-shipyard-launches-all-electric-cargo-ship-for-hauling-coal/

Happy Holidays to all!



Clearing the Confusion/Karma & Fisker

Nov 21 2017
This morning on CNBC there was an exclusive interview with Henrik Fisker, CEO of Fisker Inc.  He discussed the revolutionary battery they will be using in their automobiles.  The batteries charge at light speed(just a few minutes is claimed, but I am skeptical).  And they have incredible range(which is why I am skeptical, you usually can't have both).

My phone was ringing off the hook within minutes.

If you recall, back in November 2013 Fisker Karma, who was using connectors made from Electriplast, filed for voluntary bankruptcy.  Mr. Fisker, after a major disagreement with management left the company, and shortly thereafter the company filed for bankruptcy.  Wanxiang, a Chinese company had already bought the battery company A123, whose battery was to be used in the Fisker Karma, and they also eventually bought out the assets of Fisker Automotive.

To clear the confusion, Mr. Fisker was not happy about seeing his vision disappear, so he created Fisker Inc.  Wanxiang named their company Karma Automotive.

We are supplying materials for inclusion in the Karma.  We have no association with the Fisker, although I wish we did.  But the point is they are two separate companies.

Here is some info on the Fisker.  This is not the interview from CNBC.  When it becomes available, I will post a link to it.

https://www.topgear.com/car-news/big-reads/world-exclusive-interview-tg-talks-henrik-fisker

Here are some performance stats on the Fisker;

https://www.topspeed.com/cars/fisker-emotion/ke5640.html


Integrals Place in the Battery World

Nov 7 2017
Integral Technologies Electriplast and it's potential role in the future of battery technology, and the world is beginning to take notice.

http://www.ehcar.net/news/news2017-11-042.htm

Continuing Story of Banned Fossil Fuels

Nov 3 2017
This story continues and metamorphosizes.

A few months ago, Britain, in an effort to reduce the use of diesel vehicles implemented an every other day use of these vehicles depending on the last digit of the license plate number.  People simply ignored this and drove their cars regardless.  The problem was there was no penalty imposed for breaking the rule.

Their solution?  Every day that you start your fossil fuel vehicle it costs $30.  How do you enforce it?  Britain has one of the most comprehensive video surveillance systems in the world.  With the most sophisticated facial and character recognition software made, you can't drive your vehicle down the road and not be recognized.  When you go to register your vehicle, the cost may surprise many.

So lets jump to China.  Here you can still buy a fossil fuel vehicle, you just can't register it to drive on the roads.  A moratorium on registering and licensing that gas or diesel automobile.  What could be worse?

Singapore!  Here you can't license or register ANY VEHICLE!  Their traffic and pollution are so bad, you can't buy an automobile to drive on the road.  A complete cap on new vehicles on the road.

This hasn't a lot to do with Integral, but the story of electric vehicle implementation continues.  And Electriplast will be a part of this movement.
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