Wednesday, 4 November 2015

China Is Rising To Take Over Lithium Batteries Market.


PlBattery Makers
     Jan -Sep '15 MWh
       2014
MWh
  %15%'14
1Panasonic2.8752.7263838
2
3
AESC
LG Chem
1.023
916
1.620
886
13
12
23
12
4
5
BYD
Mitsubishi/GS Yuasa
902
404
461
451
12
5
6
6
6Samsung35931454
7Beijing Pride Power (BPP)24912132
8
9
10

Epower
Wanxiang
Tianneng
206
191
125
N/A
N/A
77
3
3
2
N/A
N/A
1


TOTAL





7.615

7.167


EV Sales Blog.


  EV Sales Blog reports on the rising China in lithium batteries market. China is the largest lithium market in the world and controls 75% of Lithium Hydroxide production, which goes into Tesla Lithium  cells. Now China is racing very fast to take over Japan in its lithium batteries output. You can find more on the links below about the coming Megafactories in China and Tesla Gigafactory in comparison. Latest news from Volkswagen has just moved us from DieselGate to a full blown AutoGate: It is not only NOx cancer hazard emissions, but CO2 as well, it is not only Diesel, but Petrol as well and it is not only Volkswagen … wait for the new revelations to come and watch how Electric Cars are taking over in the largest auto market in the world in China first and then spread like a wild fire all over the world. Who will benefit and who will fade into oblivion? You can make your own decisions with the facts on the links below.






Lithium Race: Samsung SDI Opens EV Battery Plant In China.





  "InsideEVs reports about Samsung SDI new lithium battery plant in China. This is a very small factory with 1 GWh capacity compare to coming Megafactories from Boston Power with 10 GWh, where International Lithium strategic partner Ganfeng Lithium holds 10%; Foxconn with 15 GWh; BYD with 20 GWh and LG Chem with 7 GWh. On another side of the globe Tesla Motors is building its Gigafactory with Panasonic for 35 GWh capacity in Nevada. The trend in China shows what I have been discussing for a long time: state-level plan in action to build the new strategic industry - electric cars. Now lithium battery makers are coming where the demand will be - to the largest auto-market in the world. Elon Musk is talking about Tesla to built a factory in two years time in China. China controls 75% of Lithium Hydroxide supply, which goes into Tesla batteries and companies like Ganfeng Lithium are growing exponentially and scooping the globe for the best lithium projects to secure lithium supply for the this rEVolution. Below are few links to illustrate my thoughts. Read more."


Joe Lowry: The Lithium Market - What's Next?



Global Lithium.


  "Joe Lowry shares with us today another brilliant article about the state of Lithium Supply and Demand in the days when, finally ALL Auto-makers know that they cannot meet standards limiting toxic cancer hazard emissions. The ICE based technology just has reached its thermodynamic limits. Auto-makers not only know it, but they have admitted it in Europe this week in the most disgusting fashion by lobbying their dirty friends among politicians to DOUBLE toxic cancer hazard emissions from Diesel Cars and to delay their implementation.
  Electric Cars have reached The Point Of No Return. How many people will we save before The Silicon Valley economics will make all cars electric is up to all of us now. We need cheaper and better electric cars, we need mass market for EVs. We need volume. Where the lithium will be coming from to make it possible? Joe Lowry has his insider knowledge about it. We are just making it happen at International Lithium with our strategic partner Ganfeng Lithium $1.7 Billion market cap giant from China. 
  The future is electric and if you would like to know more this weekend, you can find links below and Joe will be your guide in his  "Opaque Kingdom of Lithium". Stay tuned as I will cut out a few tracks this weekend and maybe even some serious staff will be on our AC/DC digital waves soon. Read more."


"The Chinese Power Players – Tianqi and GanfengThe Chinese market is the largest in the lithium world and these two companies are the leaders in the Middle Kingdom which make them defacto “majors”. Tianqi owns 51% of Talison which solidifies their position as a major factor in the global upstream market. Ganfeng is the world’s largest lithium metal producer, a major supplier in the Asia downstream lithium market and increasingly important as a global upstream player. Joe Lowry."

China’s Ganfeng Reaches Out To International Lithium To Help Secure Their Supply Of The Green Technology Metal.


  "Joe Lowry has shared with us today his insider's view into "The Opaque Lithium Kingdom." He expects the demand for lithium to jump 88% in the next five years. You can check his latest thoughts about "a  full blown shortage situation" and Ganfeng's place among Lithium Majors now.  We are just making this rEVolution happen at International Lithium with our strategic partner Ganfeng Lithium $1.7 Billion market cap giant from China.  
  It is time to talk about the people behind the scenes of rEVolution, who are working very hard to  make the Green healthy future for your kids possible with the development of Clean Power and Lithium Technology at its foundation. Our CEO Gary Schellenberg has assembled unique and very deep technical team at ILC. You have already met our VP of Exploration John Harrop. Today is time for you to meet our COO Anthony Kovacs. He is running the development of all our projects on the three continents and now two of them have become J/Vs and financed by the giant from China Ganfeng Lithium, which is Strategic Partner of International Lithium and is holding 17.5% stake in ILC.
  Anthony has over 20 years experience in mineral exploration and development.  He began his career as a geophysicist conducting ground and airborne surveys and advancing computer modelling methods to visualise targets in 3D. He became a Project Geophysicist for Anglo American (Canada) where he specialised in nickel, copper and platinum group element deposits in numerous exploration projects around the world. Before joining ILC, Mr. Kovacs also held senior roles with Pacific North West Capital and Adriana Resources where he was Exploration Manager during the early development of the Lac Otelnuk Iron Project, Quebec (now in feasibility studies). He was also Managing Director of Vanadis Mines Oy, a subsidiary of Adriana Resources advancing the Mustavaara Vanadium Project in Finland, currently undergoing feasibility studies. Mr. Kovacs is a consultant to the minerals industry with significant community relations experience working on industrial minerals, ferrous metals, non-ferrous metals and precious metals projects throughout North America, Europe, South America and Africa.
  Now Anthony is running all our development programs with Ganfeng Lithium in Ireland and Argentina and with our VP of Exploration John Harrop preparing our Mavis Lake Lithium and Tantalum project for the new strategic partnership to take ILC to the next level. Today I will present his latest thoughts on geopolitical aspects of international cooperation in the development of supply for lithium - the green technology metal. Read more."



Ganfeng Increases Stake In Avalonia Lithium Project, Ireland And Finalizes Exploration Loan Agreement With International Lithium For Mariana Lithium Project, Argentina.



 "Mr. Kirill Klip, President, International Lithium Corp. comments, “The restructuring of our loan facilities with strategic partner Ganfeng Lithium provides ILC with financial relief and access to capital through the long term Exploration loan. In Argentina, all political candidates running in the upcoming elections are echoing the importance of mining and foreign investment to that country, something I view as very positive for our Mariana project. In Europe there is a growing concern that emissions standards are not being met with the clean diesel scandal paving the way for electric cars powered by lithium batteries. This gives our Avalonia project in Ireland strategic importance. Together with Ganfeng Lithium we continue to work towards supplying lithium as a raw material for clean power technologies in Europe and around the world.”






EV Sales Blog:

Batteries - September 2015



BYD Chasing Silver 


No surprises in the leadership, Panasonic is high above thanks to the success of battery-hungry Tesla, and with VAG plug-ins compensating for the Toyota sales drop, it's business as usual for Panasonic;

AESC, the joint venture between NEC and Nissan, continues to lose share (Down 10% share regarding last year), with the Leaf sales losing steam and with Nissan outsourcing batteries to LG in the future, the future is bleak for the Joint Venture;

LG Chem has stopped the bleeding and with the New Gen batteries coming late next year, it seems the future is once again bright for the South Korean manufacturer;

BYD is on a never-ending growth trend, being the only manufacturer to significantly improve share (12% now vs 6% last year) in the ranking, all while doubling the volume achieved last year in just 9 months. With LG Chem and AESC close, it wouldn't be surprising if it could reach #2 by the end of this year; 

 - In a fast growing market, Lithium Energy Japan (GS Yuasa / Mitsubishi) sales have risen on a modest rate, hampered by the small battery volume each Outlander PHEV has;

Samsung has a partnership with BMW and FIAT, and with both auto manufacturers plug-in sales improving, Samsung has improved share (Up 1% to 5% share) and has already beaten last year result. 

BPP (BAIC provider) is the first of a series of small chinese battery makers at the bottom of the ranking, with Epower in #8, Wanxiang in #9 and Tianneng in #10 (Chery provider), an interesting fact is that all of them have increased share regarding last year.

China is Rising...

PlBattery Makers
     Jan -Sep '15 MWh
       2014
MWh
  %15%'14
1Panasonic2.8752.7263838
2
3
AESC
LG Chem
1.023
916
1.620
886
13
12
23
12
4
5
BYD
Mitsubishi/GS Yuasa
902
404
461
451
12
5
6
6
6Samsung35931454
7Beijing Pride Power (BPP)24912132
8
9
10

Epower
Wanxiang
Tianneng
206
191
125
N/A
N/A
77
3
3
2
N/A
N/A
1


TOTAL





7.615

7.167