Interesting look at recycling, which should someday be a large source of battery resources
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American Battery Metals Corporation Selects Northern Nevada for its Lithium-Ion Battery Commercial Pilot Recycling PlantAmerican Battery Metals Corporation (OTCQB:ABML) (the "Company"), an American-owned advanced extraction and battery recycling technology company with extensive mineral resources in Nevada, today announced that it has chosen northern Nevada for the Company's first-of-kind lithium-ion battery recycling facility. The acquisition of an industrial plant for the commercial pilot recycling facility is expected to be finalized within the next few weeks.
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Nickel country (its actually a salt lake, its usually bone dry)
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re NCA and NMCs, add the nickel and cobalt together and the combination will be very close to 0.8kg/kWh (as the Al, and Mn do not directly add to storage capacity in these chemistries)
if we looking at x million . 100kWh cars with NMC/NCA then that is 80kg (Ni+Co) for a nominal 100kWh BEV, assume total vehicle market of 100million vehicles per year (last year annual production was 92 million)
so roughly 25 million vehicles is about 25% of market
so 25,000,000 x 80kg = 2,000,000,000 kg = 2mt
change figures are desired, obviously I chose very rounded figures
consider
global Ni production is about 2.4mt, that's a tough limit. If we need to duplicate current production (because we should assume current users will continue to purchase Ni and Co), then that's gravy for the miners Note well, LFP has nil Ni/Co so its an irrelevant limit for that tech...(which means oil can not avoid the outcome)
back to LMNO, its LiMn1.5Ni0.5O4, so that 25% Ni for similar capacity (less amps, more volts) which is why I would approximate that that chemistry uses 4-5x less Ni/Co than NMC/NCA, which gets us close to ability to BEV the entire fleet. share it with LFP and it can be locked in.
I was able to buy NVNXF with TD Ameritrade by putting in a limit order overnight which filled at market open this morning. Not sure why I couldn't previously.I spent an hour tonight trying to figure out how to buy shares in Novonix. TD, Chase, nor Square seem to hit the AX markets.
LFP solves the nickel problem.A look at the Nickel situation