Le lithium, le prix en baisse aprés la flambée.

Discussions traitant de l'impact du pic pétrolier sur l'économie.

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 29 août 2021, 10:49

suite de ce post du 9 mai 2021 : http://www.oleocene.org/phpBB3/viewtopi ... 4#p2318794

Le chinois Ganfeng devrait prendre la main sur Bacanora Lithium au Mexique avec une offre plus alléchante:
Bacanora Lithium accepts Ganfeng’s $391 million takeover offer

Cecilia Jamasmie | August 27, 2021

China’s Ganfeng Lithium, one of the world’s top producers of the battery metal, is going ahead with the takeover of Bacanora Lithium (LON: BCN) as the Mexico-focused explorer and developer has accepted a sweetened £284.8 million (about $391m) cash offer.


Ganfeng increased its original bid, submitted in early May, to 73.6 pence per Bacanora share in cash and Germany-focused Zinnwald (LON: ZNWD) shares, in which Bacanora holds a 36% stake. This compares with Ganfeng’s previous offer of 67.5 pence per share in cash.

As part of the deal, Bacanora shareholders will be entitled to receive 67.5 pence in cash and a distribution of the UK-based miner’s stake in Zinnwald at a ratio of 0.23589 Zinnwald shares for each Bacanora share.

With the addition of those shares, the Chinese group’s offer represents a 63% premium to Bacanora’s closing share price on May 5.

The bid, which would add the Sonora project in Mexico to Ganfeng’s global portfolio of lithium assets, comes as soaring lithium prices have triggered a wave of deals in the sector, including the recent mega-merger of Australia’s Galaxy Resources (ASX: GXY) and Orocobre (ASX: ORE).

Ganfeng’s improved offer has overcome a number of potential obstacles to a deal, including meeting all pre-conditions outlined in the May announcement and securing Chinese authorities’ approval.

The deal still needs the support of shareholders owning more than 50% of Bacanora and the Mexican antitrust approval.

Following the original offer, a group of more than 400 investors orchestrated a campaign to block the deal, calling the offer derisory. But the revised bid has the backing of M&G Recovery Fund, which holds a 14% stake in Bacanora, Ganfeng said.

Prices for lithium in China have jumped more than 100% so far this year, according to Benchmark Mineral Intelligence, on the back of an expected demand increase from the electric vehicles (EVs) sector.

Ganfeng, which already had a 50% stake in Bacanora’s Mexican project, holds interests in mines in Australia, Argentina and Canada and around 70,000 tonnes of lithium carbonate equivalent of annual conversion capacity in China.

The Sonora mine, expected to begin production in 2023, will produce 35,000 tonnes of lithium per year once at full tilt.

.............
https://www.mining.com/bacanora-lithium ... ver-offer/

La mainmise des chinois sur le Lithium mondial continue.

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 29 août 2021, 12:04

suite de ce post du 15 sept 2019 http://www.oleocene.org/phpBB3/viewtopi ... 0#p2287840

L'Australien IGO espère produire du Lithium de haute qualité fin Q1 2022 à l'usine de Kwinana (Australie).
Ils ambitionnent 24 000 tonnes à la fin 2022.
Tianqi, IGO produce first Australian lithium hydroxide for batteries

Reuters | August 22, 2021

A joint venture between Tianqi Lithium and IGO Ltd has produced Australia’s first batch of lithium hydroxide, as demand for the chemical used in electric-vehicle (EV) batteries is set to gain speed, IGO said on Monday.


IGO gave debt-laden Tianqi a lifeline late last year when it agreed to pay $1.4 billion for a stake in the Chinese company’s Australian lithium assets, namely the Kwinana processing plant and the world’s biggest lithium mine, Greenbushes, both in Western Australia.

Tianqi had postponed commissioning of the Kwinana hydroxide plant in March 2020, citing liquidity problems, after a precipitous fall in lithium prices blamed on oversupply. Lithium prices are up sharply in 2021 on resurgent demand.

“We first ran some spodumene through the calcination oven and then through all of the various steps. That culminated … in getting some lithium product out of the last step to produce the first lithium hydroxide,” Chief Executive Peter Bradford told Reuters on Friday. Spodumene is the name for hard-rock lithium.

Lithium hydroxide is used to make cathodes for lithium-ion batteries that power electric vehicles.

Perth-based IGO expects to be producing a saleable lithium hydroxide product by the end of 2021, and a high-quality battery grade product by the March quarter next year, Bradford said.

The Kwinana plant is expected to reach its initial 24,000 tonne per year (tpy) capacity by the end of 2022, with another 24,000 tpy expansion to commission in 2024 before doubling that capacity again to 96,000 tonnes in the following years.

“All indicators are that the EV thematic is growing at a far faster rate that people have estimated,” Bradford said.

“We believe that with the demand there, there is going to be a desire to build out our lithium hydroxide capacity.”

While all production from the first phase has been sold, the Kwinana partners are talking to potential customers, including automakers, for later stage production, he added.

IGO, which also produces nickel and cobalt, is also involved in a state government-led project to move further into the battery supply chain to produce cathode active materials, which mix battery minerals together in various ratios.

IGO said on Thursday it was in preliminary talks to acquire Australian nickel miner Western Areas Ltd.

However, interests associated with mining billionaire Andrew Forrest raised their stake in the firm on Friday as the race heats up to secure raw materials key to the battery industry.
https://www.mining.com/web/tianqi-igo-p ... batteries/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 05 sept. 2021, 09:23

suite de ce post du 13 juin 2021 http://www.oleocene.org/phpBB3/viewtopi ... 1#p2320931
Cornish Lithium trialling DLE technologies

JUN 08, 2021

Cornish Lithium, a pioneering mineral exploration and development company headquartered in Cornwall, UK, has completed construction of its United Downs Geothermal Water Test Site.

Cornish Lithium has also installed its first demonstration plant to trial environmentally-responsible Direct Lithium Extraction (DLE) process technologies. The company has also made significant progress towards defining its maiden Resource estimate at its lithium in hard rock Trelavour Project.
.........
https://miningglobal.com/technology/cor ... chnologies

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 05 sept. 2021, 09:39

suite de 2 posts au dessus.
Covalent secures land for Australian lithium refinery

02 Sep 2021

The Kwinana refinery will have the capacity to produce around 50,000t of lithium hydroxide each year.

Covalent Lithium has secured land for the construction of the Kwinana lithium refinery in the Kwinana Strategic Industrial Area (SIA), Western Australia (WA).

A lease agreement for the 40ha site in SIA, 15km south of Fremantle Port, for the refinery has been signed with the state government.

WA State Development, Jobs and Trade Minister Roger Cook: “The Kwinana SIA is already home to major chemical, energy and resource-based processing operations.

“The investment by Covalent Lithium reinforces the importance of the government’s commitment to establishing a globally advanced manufacturing hub for the industrial corridor between Henderson and Rockingham.”

The Kwinana refinery will be equipped to produce around 50,000t of lithium hydroxide each year. This would annually support up to one million electric vehicles.

It forms part of the integrated Mount Holland Lithium project, which also includes the development of the open-pit Mt Holland mine and concentrator for producing battery quality lithium hydroxide.

WA Lands Minister Tony Buti: “The Kwinana SIA sits in the heart of the State’s premier heavy industrial zone, with access to the Fremantle Port and major road and rail networks.”

Covalent Lithium, a 50:50 JV of Wesfarmers and Sociedad Quimica y Minera de Chile (SQM), is responsible for the development of the Mount Holland Lithium project.
https://www.mining-technology.com/news/ ... -refinery/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 19 sept. 2021, 15:45

suite de ce post du 25 juillet 2021 http://www.oleocene.org/phpBB3/viewtopi ... 3#p2323273

Vulcan Energy trouve du financement pour 200 millions de dollars Australien. Ca sera affecté au développement du Lithium en Europe.
Vulcan Energy gets firm commitments for $146.58m discounted placement

Reuters | September 15, 2021

German-Australian lithium miner Vulcan Energy Resources Ltd said on Thursday it had received firm commitments for its A$200 million ($146.58 million) institutional placement, backed strongly by shareholders including Hancock Prospecting.

The placement at an offer price of A$13.50 a share is a 15.1% discount to the last close of A$15.90 on Monday.

Vulcan, backed in part by Australian investor Gina Rinehart’s Hancock Prospecting, also intends to raise up to another A$20 million from existing investors through a share purchase plan at the same price as the placement, the company said.

Funds raised would be used to progress Vulcan’s zero carbon lithium development in Europe, which has an offtake deal with the battery unit of South Korea’s LG Chem Ltd.
https://www.mining.com/web/vulcan-energ ... placement/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 19 sept. 2021, 15:51

le 18 juillet 2021 energy_isere a écrit :
18 juil. 2021, 12:18
J'ai parlé à plusieurs reprise du mineur Canadien Millenial Lithium s'interessant au Lihtium en Argentine http://www.oleocene.org/phpBB3/viewtopi ... 1#p2317801
et bien le Chinois Ganfeng veut faire une OPA dessus !

Ganfeng to offer to buy Millennial Lithium for up to $280m
voila maintenant que le Chinois CATL fait aussi des propositions et surencherit !
CATL said to be mystery bidder for Canada’s Millennial Lithium

Bloomberg News | September 15, 2021

A bidding war is heating up for Canadian miner Millennial Lithium Corp. as Chinese firms compete to secure key elements needed for electric-vehicle batteries.

Contemporary Amperex Technology Co. Ltd., the world’s largest maker of EV batteries, is the mystery suitor behind a C$377 million ($298 million) offer for Vancouver-based Millennial, people with knowledge of the matter said, asking not to be identified as the information is private.

Millennial said on Sept. 8 it had received an unsolicited, non-binding proposal of C$3.85 per share from a foreign lithium battery production company it didn’t name. The latest bid follows a July announcement by China’s Ganfeng Lithium Co. that it was buying Millennial for C$353 million or C$3.60 per share.

Millennial’s assets have also attracted interest from China Molybdenum Co., the people said. China Molybdenum could consider joining Ningde, Fujian-based CATL in any bid, one of the people said.
........
https://www.mining.com/web/catl-said-to ... l-lithium/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 19 sept. 2021, 16:07

suite de ce post du 11 oct 2020 http://www.oleocene.org/phpBB3/viewtopi ... 0#p2310360

Redwood Materials Inc qui s'était lancé dans le recyclage des batteries aux US cachait bien son jeu, voila maintenant que le pdg, un ancien de Tesla, déclare qu'il veut lancer une gigafactory de batteries Lithium d'un cout de plus de 1 milliard de dollars
A Tesla co-founder aims to build an entire US battery industry

Bloomberg News | September 14, 2021 |

Redwood Materials Inc., the battery recycling company created by Tesla Inc. co-founder J.B. Straubel, has been keeping a big secret: It isn’t really a recycling company.

Sure, Redwood has risen quickly to become the biggest lithium-ion battery recycler in the U.S.. But Straubel didn’t leave Tesla in 2019 just to clean out America’s junk drawers. His broader goal, described to Bloomberg for the first time, is to move a huge chunk of the battery-component industry from Asia to the U.S.

“It’s both inspiring and terrifying to see so many nations and car companies announcing their shift to electric vehicles,” Straubel said. “But there’s a massive gap in what needs to happen.”

To fill that gap, Straubel has set out to build one of the largest battery materials factories in the world. Redwood, which currently operates three facilities in Nevada, is searching for a location farther east to build a new million-square-foot factory. At a cost of well over $1 billion, according to Straubel, the addition will enable Redwood to become a major U.S. producer of cathodes. (Every battery has two electrodes — an anode and a cathode — between which trillions of charged lithium atoms travel. It’s the cathode that largely determines a battery’s cost, performance and environmental footprint.)

Straubel says the U.S. factory will produce material for 100 gigawatt hours of batteries a year by the end of 2025. That’s enough for about 1.3 million long-range vehicles a year, on par with the biggest producers in Asia. By 2030, the same facility will ramp up to 500 gigawatt hours a year, he says. At today’s prices, that’s $25 billion of cathodes a year. Redwood plans to build a similar operation in Europe by 2023.

“These numbers sound insane, but when you look at what the market needs, I’m like holy cow — is this even aggressive enough?” Straubel says. “Somebody’s got to do this. In fact, we need at least four companies doing similarly aggressive, crazy things all in the same timeline.”

..................

The not-just-recycling company

Straubel left Tesla, in part, because of his growing alarm over a looming choke point in the global supply chain. Car companies were finally paying attention to battery manufacturing, he said, but were less interested in the “less sexy” components that go into them. Redwood is pursuing three types of operation: recycling, manufacturing copper foils for anodes, and producing cathodes. Recycling is done at headquarters in Carson City, Nevada. The company recently broke ground on a 100-acre site in Story County, Nevada, to make the delicate copper foils, a component in short supply. A cathode factory will be its biggest endeavor by far, Straubel says.

The company’s target of 100 GWh in 2025 means it can no longer rely on recycled materials alone. Unlike some consumer electronics, there’s a long lag between when electric cars are made and when their batteries are ready to be recycled. The reuse of packs in secondary applications can delay that further. Today, electric cars account for less than 10% of Redwood’s recycling stock. “We’re going to push the recycled percent as high as possible, but that is really going to be dependent on the availability of recycled materials,” Straubel said. “If we end up consuming 50% or more of virgin raw materials, that’s fine.”

In the decades to come, Straubel is confident that recycled materials will be used for “close to 100%” of the world’s battery production. Recycling is already profitable, he said, and eventually companies that don’t integrate recycling with refining and production won’t be able to compete on cost. Challengers are equally confident in the outlook, including Worcester, Massachusetts-based Battery Resourcers Inc., Canada startup Li-Cycle Holdings Corp. and industry incumbents like China’s GEM Co.
............

Image

............
long article : https://www.mining.com/web/a-tesla-co-f ... -industry/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 26 sept. 2021, 12:23

Une piste de recherche, le Lithium des saumures des industries pétroliéres et gaziéres pourrait étre récupéré grâce a de nouvelles membranes polymères (Universités Américaines) :
How lithium can be efficiently extracted from oil and gas wastewater

MINING.COM Staff Writer | September 22, 2021

New research published in the journal Proceedings of the National Academies of Sciences proposes the idea of rapidly extracting lithium from contaminated water.

The process described in the paper is expected to simplify lithium extraction from aqueous brines, potentially creating a much larger supply and reducing the costs of the element for batteries to power electric vehicles, electronics and a wide range of other devices.

After describing that, at present, lithium is most commonly sourced from salt brines in South America using solar evaporation, a costly process that can take years and wastes much of the lithium along the way, the team behind the new study explains that they designed specific membranes to efficiently recover the metal from water generated in oil and gas production.

At the heart of the discovery is a novel polymer membrane they created using crown ethers, which are ligands with specific chemical functionality to bind certain ions. Crown ethers had not previously been applied or studied as integral parts of water treatment membranes, but they can target specific molecules in water — a key process for lithium extraction.

In most polymers, sodium travels through membranes faster than lithium. However, in these new materials, lithium travels faster than sodium, which is a common contaminant in lithium-containing brines. Through computer modelling, the team discovered why this was happening. Sodium ions bind with the crown ethers, slowing them down, while lithium ions remain unbound, enabling them to move more quickly through the polymer.

The findings represent a new frontier in membrane science that required above-and-beyond collaboration between The University of Texas at Austin and the University of California, Santa Barbara in such areas as polymer synthesis, membrane characterization and modelling simulation.

According to the researchers, the proposal is exciting because the calculations show that just a single week’s worth of water from hydraulic fracturing in Texas’ Eagle Ford Shale has the potential to produce enough lithium for 300 electric vehicle batteries, or 1.7 million smartphones.

In their view, this example shows the scale of opportunities for this new technique to increase lithium supply and lower costs for devices that rely on it.
https://www.mining.com/how-lithium-can- ... astewater/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 02 oct. 2021, 12:04

suite de ce post du 17 juillet 2021 http://www.oleocene.org/phpBB3/viewtopi ... 6#p2322796
RDC : la Chine investit 240 millions $ pour participer à l’exploitation du lithium de Manono

Agence Ecofin 27 sept 2021

Avec le cuivre et le cobalt, le lithium est l’une des ressources dont dispose la RDC pour jouer un rôle d’importance dans la transition énergétique en cours. Conscients de ce potentiel, les investisseurs chinois sécurisent son approvisionnement.

En RDC, AVZ Minerals vient de conclure un accord d’au moins 240 millions $ pour la construction du projet de lithium Manono. C’est l’annonce faite le 27 septembre par la compagnie minière australienne, qui précise que le nouvel investisseur est Suzhou CATH Energy Technologies, une entité chinoise détenue par le milliardaire Pei Zhenhua et sa compagnie Contemporary Amperex (CATL).

Selon les termes de l’accord, CATH prendra un intérêt de 24 % dans le projet Manono en échange de son investissement initial, ce qui laisse AVZ Minerals comme actionnaire majoritaire avec 51 %, le reste des intérêts étant détenu par l’Etat congolais, via la société Cominiere. Par ailleurs, en tant que partenaire du projet, CATH apportera sa quote-part du reste du capital initial nécessaire à la construction de la mine de lithium Manono, et des dépenses supplémentaires pour agrandir le projet.

« Nous sommes ravis de conclure cet accord avec quelqu’un du calibre de M. Pei et de CATL qui ont tous deux la capacité financière, l’expertise technique et la crédibilité au sein de l’industrie de la conversion du lithium et des batteries lithium-ion pour compléter le projet de classe mondiale Manono », a commenté Nigel Ferguson, DG d’AVZ.

Notons que le chinois Yibin Tianyi, également actionnaire d’AVZ, va céder à CATH son contrat de vente de lithium conclu plus tôt cette année. Seulement, CATH aura accès à la production de spodumène de lithium (SC6) sur toute la durée de vie du projet, au lieu du contrat de 5 ans initialement prévu. La société chinoise pourra aussi conclure un accord de prélèvement pour le sulfate de lithium primaire de Manono.

Les parties ont enfin convenu de mener une étude visant à faire passer la production annuelle de SC6 de 700 000 tonnes à 1 million de tonnes, ce qui permettra à CATH d’acquérir au moins 500 000 tonnes de spodumène de lithium. Tous les détails de cet accord restent notamment soumis à une décision finale d’investissement pour Manono, à l’octroi d’un permis minier pour le projet et aux autres approbations nécessaires.

Pour rappel, c’est le deuxième projet majeur de lithium du continent auquel prend part activement la Chine, après celui de Goulamina (Mali) avec Ganfeng Lithium. C’est également le deuxième projet congolais dans lequel CATL prend des intérêts en quelques mois, après son arrivée en avril comme partenaire dans la mine de cuivre-cobalt Kisanfu.
https://www.agenceecofin.com/investisse ... -de-manono

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 02 oct. 2021, 12:14

suite de ce post du 21 aout 2021 http://www.oleocene.org/phpBB3/viewtopi ... 4#p2324994
Le Mali approuve la transaction entre Ganfeng Lithium et Firefinch pour le lithium de Goulamina

Agence Ecofin 1er octobre 2021

Goulamina, dont l’entrée en production est actuellement prévue pour 2023, fera entrer le Mali dans le cercle des pays producteurs de lithium, le premier en Afrique de l’Ouest. Pour atteindre cet objectif, le propriétaire du projet, Firefinch a dû s’associer à un groupe chinois.

Le gouvernement malien a donné son accord pour la finalisation de l’accord entre l’australien Firefinch, propriétaire actuel du projet de lithium Goulamina et Ganfeng Lithium, groupe chinois qui s’est engagé à mobiliser le financement pour la construction de la mine. C’est l’annonce faite le 30 septembre par Firefinch qui indique qu’il ne manque désormais que l’accord des autorités chinoises.

« La transaction de Goulamina concrétisera le développement de la première exploitation de concentré de spodumène en Afrique de l’Ouest et sur le territoire malien. Elle permettra au Mali d’attirer de nouveaux investissements axés sur les métaux utilisés pour la fabrication de batteries », se réjouit Lamine Seydou Traoré, ministre des Mines, de l’Energie et de l’Eau.

Rappelons que sous réserve de la mise en place de la coentreprise entre les deux sociétés et d’une décision finale d’investissement positive d’ici la fin de l’année, la mine de lithium Goulamina devrait entrer en production en 2023. Selon l’étude de faisabilité, elle peut produire 436 000 tonnes de concentré de spodumène pendant 23 ans au moins, rapportant 7,67 milliards $.
https://www.agenceecofin.com/metaux/011 ... -goulamina

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 03 oct. 2021, 11:42

Ah tiens, pour une fois c'est un chinois dans le Lithium qui se fait racheter par un Américain :
Albemarle to purchase Chinese lithium firm Tianyuan for $200m

By NS Energy Staff Writer 01 Oct 2021

Tianyuan has recently built a processing plant near the Port of Qinzhou in Guangxi, to produce battery-grade lithium carbonate and lithium hydroxide


Albemarle, through its subsidiary Albemarle Lithium UK, has agreed to acquire China-based Guangxi Tianyuan New Energy Materials, to expand its lithium production capabilities.

Under terms of the agreement, the company will buy all outstanding equity from Tianyuan’s shareholders for around $200m, subject to certain adjustments.

The transaction is expected to be closed in early 2022, subject to customary closing conditions.

Albemarle CEO Kent Masters said: “The acquisition of Tianyuan, which owns and operates a newly constructed lithium processing plant, aligns with our strategy to pursue profitable growth in line with customer demand.

“This will be a key component of our next wave of projects designed to increase our conversion capacity in a capital-efficient manner in the coming years.

“As the global transition to cleaner energy rapidly develops, this added lithium capacity will enable us to help our customers achieve their growth and sustainability ambitions.”

Established in 2017, Tianyuan is a lithium converter. It has recently built a lithium processing plant strategically located near the Port of Qinzhou in Guangxi.

The processing facility is designed with an annual conversion capacity of up to 25,000 metric tons LCE and is capable of producing battery-grade lithium carbonate and lithium hydroxide.

The project is currently in commissioning phase and is expected to commence commercial production in the first half of 2022.

Albemarle is a North Carolina-based chemicals manufacturer, engaged in lithium, bromine specialties and catalysts related operations.

Earlier this year, the company has announced its plans to double production at its Silver Peak facility in Nevada, US over the next five years.

It is expected to invest $30m-$50m by 2025 to expand capacity at the site, where lithium is extracted from brines in the Clayton Valley basin.

In September last year, Albemarle was selected by the US Department of Energy (DOE) as a critical partner for two lithium research projects, through a Battery Manufacturing Lab Call.
https://www.nsenergybusiness.com/news/a ... -tianyuan/#

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 10 oct. 2021, 10:26

suite de ce post du 31 juillet 2021 http://www.oleocene.org/phpBB3/viewtopi ... 2#p2323682

Lithium Americas annonce une révision à la hausse des ressources en Lithium du projet Thacker Pass.
Lithium Americas increases resource estimate for Thacker Pass project in US

By NS Energy Staff Writer 08 Oct 2021

The resource has been updated from the 2018 preliminary feasibility study (2018 PFS), and includes new drilling within the project

Lithium Americas has announced an increase in mineral resource estimate to 13.7 million tonnes (Mt) of lithium carbonate equivalent (LCE) for its Thacker Pass lithium project in the US.

The resource has been updated from the 2018 preliminary feasibility study (2018 PFS), and includes new drilling within the project’s plan of operations and the south exploration area.

Located in Humboldt County, Nevada, Thacker Pass project is a large-scale lithium resources in the US, developed by Lithium Nevada, a subsidiary of Lithium Americas.

According to the project’s 2018 PFS, the open-pit lithium mine has an annual production capacity of 60,000 tonnes per annum (tpa) for a mine life of 46 years.

Lithium Americas president and CEO Jonathan Evans said: “As the US electric vehicle supply chain continues to grow, we remain committed to developing Thacker Pass with all of our stakeholders’ interests in mind.

“This includes ensuring we move the right project forward to align Thacker Pass with the growing needs of our potential customers and strategic partners.”

Lithium Americas said that the increase in the mineral resource is primarily due to change in cut-off grade, along with increase in the number of drill holes from 276 to 366.

The company intends to advance the ongoing feasibility study aiming an initial production capacity to 40,000tpa of lithium carbonate from the previous 30,000-35,000tpa in the first phase.

According to the company, the targeted capacity has been increased to reflect the mine plan optimisations and leaching efficiencies.

Lithium Americas is also designing a feasibility study for a potential phase 2 expansion scenario, targeting a total capacity of 80,000tpa. The timing of the feasibility study is expected to be revealed by early 2022.

Furthermore, permitting process is on track and the final decision is expected in first quarter 2022, with all key state permits to be released for public comment in fourth quarter 2021.

In January this year, the US Bureau of Land Management (BLM) has issued the Record of Decision (ROD) for the Thacker Pass lithium project.

Evans added: “The world needs more large-scale and environmentally responsible lithium projects to enable the clean energy transition.

“With Thacker Pass moving closer towards construction, in Argentina our team remains focused on bringing the Caucharí-Olaroz lithium brine project online in the next twelve months as the largest new lithium carbonate operation in over 20 years.”
https://www.nsenergybusiness.com/news/l ... -capacity/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 10 oct. 2021, 11:02

suite de ce post du 20 fevrier 2020 http://www.oleocene.org/phpBB3/viewtopi ... 0#p2296140
Lithium technology company Lilac Solutions raises $150m.
Lilac Solutions has developed a new technology to facilitate the extraction of lithium from saltwater brines.


07 Oct 2021 (Last Updated October 7th, 2021

US-based lithium extraction technology company Lilac Solutions has raised $150m in a Series B financing round.

The round saw the participation of new investors including SK Materials, BMW i Ventures, Presidio Ventures, MCJ Collective and Earthshot Ventures.

Based in California, Lilac Solutions has developed a new ion exchange technology that will facilitate the production of lithium from saltwater brines. The company has demonstrated the technology on a variety of brines.

Recently, Lilac Solutions also completed its first field pilot project.

According to Lilac, the technology can be deployed faster and minimises environmental impact compared to existing production methods, such as evaporation ponds.

The company will use the proceeds to boost the production of its ion exchange beads. A portion of the funding will also be used to strengthen its engineers and field operator teams as well as support the deployment of its technology globally.

BMW Group indirect goods and services, raw materials, production partners senior vice-president Wolfgang Obermaier said: “By investing in Lilac Solutions, we are supporting technological progress in the field of lithium extraction, with a focus on responsible and sustainable methods.”

Lithium is used for the development of batteries used in mobile phones, laptops, tablets and electric vehicles.
https://www.mining-technology.com/news/ ... ises-150m/


et aussi sur mining.com :
https://www.mining.com/web/bmw-invests- ... solutions/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 10 oct. 2021, 11:57

Une compagnie minière d'Australie rachète le projet de Lithium Moblan au Quebec.
Sayona Mining raises $72.5m to buy lithium project in Canada

Reuters | October 4, 2021

Image
The Moblan Lithium Project in Quebec (Image Neotec)

Australian lithium producer Sayona Mining said on Monday it raised A$100 million ($72.5 million) through a share issue to fund the acquisition of the Moblan Lithium Project in Quebec, Canada.

Lithium miners are racing to raise money and expand projects, with global demand for the electric-vehicle battery metal set to soar in the coming decade as more countries move to electrify transportation and cut carbon emissions.


Sayona, which operates in Western Australia and Quebec, said it would undertake an additional non‐renounceable rights issue to raise up to A$25.5 million for all its shareholders.

“The Moblan acquisition represents a significant growth opportunity as we build a new lithium base in Northern Québec, adding to our existing Abitibi lithium hub,” said Brett Lynch, Manging Director, Sayona Mining.

Last Thursday, the lithium producer said it would acquire Canada-based Lithium Royalty Corp’s right to purchase a 60% stake in the Moblan project from Guo Ao Lithium for $86.5 million.

($1 = 1.37601 Australian dollars)
dans le même secteur :

Image
................
Located about 130 km north‐west of Chibougamau, Moblan is host to high‐grade spodumene mineralization, with a Mineral Resource Foreign Estimate of 12.03 Mt @ 1.4% Li2O. It is hosted in a well‐studied deposit, with previous exploration work comprising 132 diamond drill holes for more than 17,559m, establishing a 1.5km strike.

The broad thickness of mineralization, typically 20‐30m width, combined with a shallow 30‐35 degree dip results in a favorable mining geometry, with a low waste to ore strip ratio of 2.9 to 1.

Sayona has identified the opportunity for a potential expansion of the resource, including following up previous geotechnical drilling which intersected up to 29.1m of continuous spodumene‐bearing pegmatites outside the resource envelope.

The project is located in a proven lithium mining province, Eeyou‐Istchee James Bay, which hosts proven world‐class lithium resources including Nemaska Lithium’s Whabouchi mine. It is well serviced by key infrastructure and transport and has access to low‐cost, environmentally friendly hydro power.
...............
https://www.greencarcongress.com/2021/1 ... ayona.html

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 11 oct. 2021, 20:55

Une usine de raffinage de lithium en projet près de Berlin

AFP parue le 11 oct. 2021

L'Allemagne va accueillir en 2024 une usine de raffinage de lithium, un élément essentiel des batteries, construite par le groupe canadien Rock Tech Lithium qui y investira 470 millions d'euros, permettant au pays de conforter la transition de son puissant secteur automobile.

L'usine, qualifiée par le groupe de "première en Europe", sera située dans la ville de Guben, dans le Brandebourg (est), non loin de Berlin, et permettra de fournir suffisamment de lithium raffiné pour construire "500 000 automobiles par an", a indiqué Rock Tech dans un communiqué lundi.

Le début de la production est "prévu en 2024", selon le groupe, qui devrait investir "470 millions d'euros" pour ce projet. Le site occupera "160 techniciens, ingénieurs et équipe de production", qui assureront "toutes les étapes de production du raffinage du lithium".

Le lithium, un élément essentiel de la fabrication de batteries électriques pour voitures, doit être raffiné pour être utilisé ensuite dans un processus industriel. L'installation de cette usine permettra à l'Allemagne de compléter la chaîne de valeur menant à la production de batteries électriques.

Le lithium raffiné à Guben sera importé du Canada où Rock Tech exploite une mine, selon le quotidien économique Handelsblatt. "Avec Rock Tech, nous renforçons notre position de future centre de l'e-mobilité en Europe", s'est félicité le ministre de l'Economie du Brandebourg, Jörg Steinbach.

La région accueille déjà la première usine européenne de batterie et d'automobile du géant américain Tesla, qui sera située à 80 km de cette installation. Celle-ci devrait produire 500 000 véhicules par an, avec un début de production dès décembre, si les autorités allemandes donnent leur agrément définitif. "La région offre les meilleures conditions pour devenir un endroit central pour la chaîne de production des batteries", a indiqué Rock Tech Lithium dans un communiqué.

L'Allemagne, veux devenir un leader européen de la production de batteries et de voitures électriques dans les prochaines années et concentre déjà une partie importante des 38 projets d'usines de batteries prévus en Europe, avec entre autres Volkswagen qui s'est associé au suédois Northvolt, ou un projet de cellules du chinois CATL à Erfurt (est).

Le pays explore également la possibilité d'exploiter, via la géothermie, d'importantes réserves de lithium localisées dans la vallée du Rhin.
https://www.connaissancedesenergies.org ... lin-211011

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