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Showing posts from September, 2018

Benchmarking on forward selling, off take agreements from mineral raw materials

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The Challenge of Material origination from the mining industry and being compliant based for international companies In the 21 st Century new Supply of minerals are crucial for high performance industries such as the new industrial phenomena the Battery energy storage for grid and for electric vehicles. Advanced technologies with high purity grades are indispensable to support the fast-growing demand. Aviation, microchip developments are also in large requirements for high grade raw materials as drones, robotics, automation processes are exponentially growing. The supplying industry, mineral companies (mining and processing), are interested to cover the growing demands of the growing industries with high quality raw material. Not all mineral companies have a full integrated process facility from mine to an end product to offer in the market. The market shows that countries like Africa are often exporting their minerals to the Middle east or even Europe and are furthe

"NMC 811 the falling Angles"

The NMC 811 disaster “The falling Angles” Totally misleading battery directions for the sake of major players not to lose face and money, I just returned from Singapore, where I was invited speaker for the Argus Media Lithium battery event (28 th  & 29 th  of August). It was a great event to meet new mine companies, investors, finance institutions and companies like Bloomberg and other forecasting agents for the EV market potential.  But in general the entire event still believes in Cobalt and the NMC 811 issue. The most disappointed opinion was from Bloomberg. I would have expected a company like them to have a more scientific approach than only follow what other state and doing. Being a leading in the market forecast is tough, but being a flower is not an added value at all. The Forecast is totally not based on any scientific data. The alternative to 811 is for E.g.  ·      HV-Spinal LiNi 0,5 MN 1,5 O 4 ·      Lithium Manganese Oxide (LiMn 2 O 4 ) ·