Nyheter som angår REC , del 2

Flyers
RECSI 18.01.2022 kl 18:05 191994

Etter anmodning, opprettes ny lukket tråd for nyheter som angår Rec. Send meg forespørsel hvis du har nyheter som skal deles. Foreløpig er kun the man invitert.

Nyhetstråd fra 28/3-21 - 18/1-22:

https://finansavisen.no/forum/thread/131735/view
Redigert 07.08.2022 kl 19:02 Du må logge inn for å svare
Taycen
21.04.2022 kl 08:54 10544

Nettopp .. ML kommer å produsere full drift i 2023 pga dette ..

I tillegg blir det spennende å se hva Hanwha ska gjøre her på nabotomten til Rec Moses Lake ☺️, bare 2 uker til avklaring :

https://www.remaxcommercial.com/ListingDetails/3741-Road-N-NE-Moses-Lake-WA-98837/1697175

Redigert 21.04.2022 kl 08:56 Du må logge inn for å svare
AmatørKongen
21.04.2022 kl 09:06 10484

Alle forventer at det er Hanwha, hva om det er SilaN eller andre. Som noen tidligere nevnte, hysterisk om det er en pølsefabrikk som skal åpne der.

Haha. Spennende tider er det hvertfall!! :D
manman01
21.04.2022 kl 10:02 10353

Tandem PV raises initial USD 6m to build pilot solar panel factory
https://renewablesnow.com/news/tandem-pv-raises-initial-usd-6m-to-build-pilot-solar-panel-factory-781694/
APRIL 21, 2022
“..
The San Jose, California-based company was established by Colin Bailie and Chris Eberspacher in 2016 as part of the Department of Energy’s exclusive Cyclotron Road accelerator. The startup uses metal-halide perovskite/silicon tandems to upgrade silicon solar panels with the goal of reducing installed systems costs and significantly raising module manufacturing profit margins.

Tandem PV believes that its technology is poised to offer 50% higher efficiency than the average solar panel, while also lowering solar system costs by at least 30%. It will use the proceeds from the funding round to build a pilot manufacturing facility in San Jose.

In addition to Bioeconomy Capital, Tandem PV was backed in this funding round by an international solar manufacturer and a US utility company, the names of which were not mentioned
..”
manman01
21.04.2022 kl 11:43 10312

In focus: Reducing the EU’s dependence on imported fossil fuels
https://ec.europa.eu/info/news/focus-reducing-eus-dependence-imported-fossil-fuels-2022-apr-20_da
APRIL 20, 2022
“..

Accelerating the European Green Deal

The other two priorities to reduce dependence on imports identified under the RePower EU concept are already the two central pillars of EU energy policy: ramping up renewables and boosting energy efficiency.

The existing rules, agreed in 2018 and 2019, set targets for renewables and energy efficiency by 2030 that will deliver an overall 40% reduction in greenhouse gas emissions, in line with EU commitments under the Paris Agreement. However, in 2021 the Commission tabled proposals to go further and faster in the coming decade, with a view to achieving a 55% reduction in emissions by 2030.

The RePower EU plan also identified the potential for moving considerably faster on wind and solar power. Based on an analysis of the state of play of solar energy across the EU, the Commission will present in May a solar strategy proposing a European Solar Rooftops Initiative to reap the benefits of rooftop solar energy. The plan also refers to the important role that biomethane can play (providing an additional 18bcm by 2030). Renewable hydrogen is also seen as a major new alternative supply source, with the potential to reach 10bcm by 2030, with scope for an additional 10bcm through imports.

The Commission is aware of the need to address the different bottlenecks that hinder the roll out of renewable energy projects. To address this issue, it will publish in May a recommendation on fast permitting for renewable energy projects, which aims to support the use of all flexibilities already granted by EU legislation and to remove remaining obstacles. Power purchase agreements is another identified area where guidelines at EU level would potentially accelerate change and ensure the most efficient development.

..”
Redigert 21.04.2022 kl 11:44 Du må logge inn for å svare
manman01
21.04.2022 kl 11:45 10385

Utroligt at cirkusset på 15 tallet stadig er i gang (:

Fint for mig, løn imorgen (:
manman01
21.04.2022 kl 14:08 10217

EU considers jumping to a 45% renewable energy target by 2030
https://www.euronews.com/green/amp/2022/04/21/eu-considers-jumping-to-a-45-renewable-energy-target-by-2030
APRIL 21, 2022
“..
The European Commission is assessing whether the European Union could achieve a higher target of a 45 per cent share in renewable energy by 2030.

This would be instead of the currently proposed 40 per cent, which is aimed at accelerating the bloc's shift from Russian fossil fuels following the invasion of Ukraine.

"We are working on it full speed to take account, first of all the proposal of going from 40 to 45 per cent, but also in the context of higher energy prices," Mechthild Woersdoerfer, deputy director-general of the Commission's energy department, told a meeting of EU lawmakers on Wednesday.
..”

Washington State Takes Strongest Clean Commercial Building Action in the Nation

State Building Code Council adopts energy codes
Friday, April 22, 2022

Washington’s action today is a significant step forward in curtailing building sector pollution that’s adding to climate change and unhealthy air,” said Rachel Koller, coordinator of the Shift Zero alliance. “A strong energy code is a critical tool to ensure buildings are part of the climate solution, and Washington’s new energy code can be a model for other states.”

https://www.sierraclub.org/press-releases/2022/04/washington-state-takes-strongest-clean-commercial-building-action-nation

Secretary Gina Raimondo
@SecRaimondo
Our extreme dependence on other countries for semiconductors means that we're very vulnerable.
The Bipartisan Innovation Act will create good-paying jobs and strengthen our supply chain. We cannot afford to wait

https://twitter.com/secraimondo/status/1518603991290159108?s=21&t=ePBOubYo_SpngEuT2G-SOQ
manman01
25.04.2022 kl 21:30 9020

Ukraine crisis, climate change drives Europe’s renewable energy focus: EU chief – EQ Mag Pro
https://www.eqmagpro.com/ukraine-crisis-climate-change-drives-europes-renewable-energy-focus-eu-chief-eq-mag-pro/
APRIL 25, 2022
Zenzor
26.04.2022 kl 14:46 8607

NEO Battery Materials fast tracks their silicon anode EV battery material plant in Korea

NEO Battery Materials Ltd. (TSXV: NBM | OTCQB: NBMFF) (“NEO”) is advancing at full speed with their recent announcement that they have “completed a contract for the Commercial Plant’s construction, design, and permits with an architectural firm”. The plant will be located in Gyeonggi Province’s Oseong International Investment Zone in South Korea, near major battery manufacturers LG Energy Solution and Samsung SDI.

...

As a brief reminder for new investors, NEO has developed high-performance silicon anode materials to replace parts of the graphite used by anode and battery manufacturers in their battery anodes. Their leading product is NBMSiDE™, a silicon anode material for EV lithium-ion batteries.

...

In another very interesting development from NEO, the Company has increased their anode material production targets again. The original pilot plant capacity was 10 tons, which last year was increased 12 fold to a commercial scale of 120 tons pa. This was recently increased to 240 tons pa. Even more impressive is the longer term target of the full facility capacity after installing the maximum number of mass-production lines through expansion, of 2,000 tons of NBMSiDE™ anode material pa.

NEO Battery Materials is fast tracking towards commercialization of their silicon anode material (‘NBMSiDE™’) for the EV industry

https://investorintel.com/markets/cleantech/cleantech-intel/neo-battery-materials-fast-tracks-their-silicon-anode-plant-in-korea/

April 20, 2022
Zenzor
26.04.2022 kl 14:51 8614

NEO Battery Materials Invited by Plug and Play, Early Silicon Valley VC Investor in Google and PayPal, to 2022 Japan/Korea Pitch & Announces Upcoming Webinar

...

The 2022 Annual Japan & Korea Pitch Session possess the aim to expose companies to PNP’s Open Innovation Platform. A panel of 100+ alumni, select corporate partners, and venture capitalists will provide both investment and business development opportunities. NEO Battery Materials will specifically pitch the current market demands and technology breakthroughs of its proprietary silicon anode materials – NBMSiDE™ – and subsequently, present the opportunity for commercialization and integration into the EV supply chain.

https://www.globenewswire.com/news-release/2022/04/21/2426584/0/en/NEO-Battery-Materials-Invited-by-Plug-and-Play-Early-Silicon-Valley-VC-Investor-in-Google-and-PayPal-to-2022-Japan-Korea-Pitch-Announces-Upcoming-Webinar.html

April 21, 2022

Dozens of companies are calling on Congress to pass another infrastructure package focused on “fiscally-responsible clean energy investments," including tax credits for renewables, storage, nuclear + transmission, and investments in domestic supply chains.


Dear Members of Congress, April 26, 2022
We are major employers, innovators, and manufacturers across the U.S. economy who rely on strong traditional infrastructure to get our goods and services to market, affordable, reliable energy to power our operations, and long-term policy stability and incentives to plan and make investments to drive employment, innovation, and competitiveness.
We thank you for your leadership in passing the Infrastructure Investment and Jobs Act (IIJA), which provides long-overdue funding to repair America’s road and water infrastructure. However, the economic and energy infrastructure provisions in IIJA are only a partial down payment.
In order to realize the full benefits of the IIJA and the revitalization of American manufacturing that is necessary to catch up to and command growing global markets, America urgently needs further investments in its economic infrastructure, with clean energy and advanced manufacturing at its core.
Timing is of the essence. While we have built a strong foundation to grow a clean energy economy, uncertainty associated with delay is threatening to undermine our existing U.S. clean energy supply chain and investments. Congress must act without delay to both realize its future goals for clean energy and innovation while avoiding imminent harm to what we’ve built so far.
Accelerating the transition to affordable clean energy will strengthen America’s global competitiveness as businesses become less dependent on volatile, traditional energy markets, freeing up money to invest into innovation, manufacturing, and employment.
We are calling on you to swiftly come to an agreement on and pass an economic infrastructure package centered on the following fiscally-responsible clean energy investments:
1. Clean energy tax credits for electric transmission and utility-scale wind, solar, storage, carbon sequestration, nuclear, and clean hydrogen
2. Incentives and investments in domestic clean energy supply chains, advanced manufacturing, and government procurement
3. Electric vehicle (EV) and charging infrastructure tax credits for individuals (including used EVs and e- bikes) and corporate fleets
4. Residential solar and energy efficiency incentives and investments, especially in low-income communities
5. Rural development and resiliency investments in climate-smart agriculture and forestry.

Ambitious federal investments in these areas are necessary to achieve the following critical goals for our businesses, employees, consumers, and country:
1. Lower costs and volatility for U.S. businesses and families
2. Reduce supply chain delays and disruptions by growing domestic supply chains
3. Center and ensure equity and opportunity for disadvantaged, rural, and energy communities across the
country
4. Create U.S. jobs and strengthen U.S. global competitiveness in the industries of today and tomorrow by
driving American innovation, manufacturing, and deployment of reliable, affordable clean energy technologies to meet growing U.S. and global demand
As we look to the future, clean energy will be the backbone of America’s economic infrastructure and the key to the global competitiveness of American businesses. The time to invest in and build that economic infrastructure is now. America cannot afford to wait as other countries gain a competitive edge.

https://www.ceres.org/sites/default/files/Business%20Support%20for%20Urgent%20Federal%20Investments%20in%20U.S.%20Clean%20Energy%20Manufacturing%20and%20Deployment%20for%20Energy%20Security%20and%20Affordability.pdf
Redigert 26.04.2022 kl 16:41 Du må logge inn for å svare
Boldor
27.04.2022 kl 15:47 7902

https://www.solarpowerworldonline.com/2022/04/chinas-share-of-worlds-polysilicon-production-grows-from-30-to-80-in-just-one-decade/

China’s share of world’s polysilicon production grows from 30% to 80% in just one decade

When U.S.-based Hemlock Semiconductor lost its top position in 2012, China had a share of just 30% in global polysilicon production. By 2021, this share had already risen to 76%, and to even more than 80% in the solar-grade sector. Since a gigantic expansion wave is currently underway in China, the country’s share in the global polysilicon output will grow even further: to more than 90%. In wafer, solar cell and module production, the Chinese industry has already reached such or still higher market shares.

“Russia’s invasion of Ukraine has opened the eyes for what it means to be economically dependent on a dictatorial regime. Western governments should not make the same mistake with China,” Bernreuter said. “It is high time to establish non-Chinese solar supply chains. China has demonstrated what the ingredients of success are: low electricity rates for power-hungry polysilicon and ingot production, loan guarantees for private investment, cost-efficient equipment manufacturing and strategic foresight.”

The top 10 polysilicon manufacturers for 2021 include:

Tongwei (China)
GCL (China)
Daqo New Energy (China)
Wacker (Germany/United States)
Xinte Energy (China)
Xingjiang East Hope New Energy (China)
OCI (South Korea/Malaysia)
Asia Silicon (China)
Hemlock (United States)
TianREC – joint venture of Shaanxi Non-Ferrous Tianhong New Energy and REC Silicon (China)
Helgrønn
27.04.2022 kl 17:12 7875

"TianREC – joint venture of Shaanxi Non-Ferrous Tianhong New Energy and REC Silicon (China)"
Burde vel komme noe news om REC/China ved Q1. Er jo skrevet ned til 0, men eierprosenten er vel fortsatt der.
manman01
27.04.2022 kl 17:45 7928

Havde ikke set den blev delt her også, beklager😅 Men et velfortjent tak får du med, Boldor (endnu en gang)!!

Nanobatteries Market Size to Grow by USD 1.86 Bn| 38% of the growth to originate from North America| Technavio
https://www.prnewswire.com/news-releases/nanobatteries-market-size-to-grow-by-usd-1-86-bn-38-of-the-growth-to-originate-from-north-america-technavio-301531845.html
APRIL 26*, 2022
Redigert 27.04.2022 kl 17:48 Du må logge inn for å svare
Solerbra
27.04.2022 kl 18:12 7977

Problemet er at Yulin JV har opparbeidet gjeld. Grunnet tekniske utfordringer har en ikke nådd produksjonskapasitet, og har altså måttet låne penger for å holde operasjonen i gang. Det hjelper ikke så mye å eie noe som er i minus. Men begynner JV-en å tjene penger får jo eierandelen en verdi.
Taycen
27.04.2022 kl 18:52 7983

Advarer om risiko for metallmangel i Europa
Europas grønne omstilling vil kreve 35 ganger mer litium, men også store mengder metaller som kobolt, aluminium og silisium, ifølge ny rapport.

https://e24.no/det-groenne-skiftet/i/8Q8g9Q/advarer-om-risiko-for-metallmangel-i-europa

Synes denne inneholder flere indirekte gode fremtids nyheter. Og til de som snakker Hanwha ned bør tenke seg om igjen.
Større og mer seriøs selskap finner en ikke.

Qcells’ low carbon footprint certified panels to power one of the largest rooftop solar array in the Nordics

Swedish solar power developer Soltech to build a 6.1 MW solar system at Coop Sverige AB’s new goods terminal in Eskilstuna, Sweden, using Qcells’ certified CfP modules, made with recycled and low-carbon polysilicon.

APRIL 28, 2022

One of the leading solar power developers in the Nordics has chosen Qcells’ low carbon certified (CfP) solar modules to be installed at what will become one of the largest rooftop PV arrays in the Nordics.

Qcells, known as a globally successful full-service provider of clean energy solutions in the areas of solar systems, solar power plants, energy storage and electricity contracts, has signed a deal with Soltech Energy Solutions – a Swedish-headquartered solar power specialist – to supply its CfP-certified solar modules made with sustainably produced ingots and wafers from Norway and low-carbon polysilicon from Germany and the USA, for the installation, which will cover 38,000 square meters.

The customer, Coop Sverige AB, is a renowned supermarket chain with branches across Europe. The 6.1 MW solar system will be installed at Coop’s new fully automated goods terminal in the city of Eskilstuna, near Stockholm, Sweden. Half of the terminal’s electricity needs will be met by the solar array, which is expected to be finalised by the turn of the year 2022/2023.

For Coop, which prides itself on being Sweden’s most sustainable brand (according to the Sustainable Brand Index 2021), the solar installation from Soltech represents a double positive for its carbon footprint. By using CfP-certified modules from Qcells, half of the site’s high electricity consumption is met not only by solar power, but by panels produced in a clean, low-carbon manner.

For Qcells, this installation is testament to the company’s efforts to boost solar uptake across Europe, while also increasing the share of low-carbon products in its portfolio. The selected NorSun solar modules, the Q.PEAK DUO L-G6 425Wp, have carbon emissions of 386 kgCO₂/kW according to the Certisolis CfP certificate (calculation in line with the officially recognized CRE4 methodology), and are among the cleanest solar modules available on the market.

Not only are Qcells’ Q.PEAK DUO L-G6 modules produced using low-carbon materials, but are made with components sourced from a supply chain that is transparent and ethically sustainable thanks to the company’s partnership with NorSun – a Norwegian provider of low-carbon ingots and wafers.

Qcells’ work with NorSun in Sweden is only one strand of the company’s ongoing efforts to source lower-carbon components for its products.

Recently, Hanwha Solutions, the parent company of Qcells, became the largest shareholder in REC Silicon in the US. This move has helped Qcells to secure a stable supply chain of low-carbon polysilicon, which is produced using hydropower-based clean energy from REC Silicon’s facilities.

By integrating these facilities into its production capacities, Qcells ensures that all materials sourced for the manufacture of its cells and modules are fully traceable and sustainable. The strategic investment is part of Qcells’ new mission and ethos to deliver Completely Clean Energy for a greener tomorrow.

Selected Qcells modules have already achieved CfP-certification in France and Korea, and the range of modules that meet low-carbon standards is continuously increasing.

Albert Bergström, Head of Scandinavia sales at Qcells, said: “Qcells is proud to be working with Soltech and Coop on this flagship project. For one of Sweden’s largest food retailers to not only embrace solar, but to specifically request low-carbon certified solar modules produced using clean, traceable materials from Qcells, is a majorly positive signal for Scandinavia’s renewable energy landscape. We hope that this installation will inspire many other companies to seek energy security and carbon emission reduction solutions in the form of solar modules from Qcells.”

Soltech Energy Solutions Key Account Manager Jesper Ståhlberg added: “The use of low-carbon-certified solar modules is not government policy in Sweden, so it is heartening to see one of the nation’s most respected brands proactively go above and beyond for the sake of the climate. Soltech is proud to have been entrusted to construct and build this installation, and thanks Qcells for its continued technical excellence and commitment to providing products that meet our customers’ needs.”

Carsten Rohr, CCO of NorSun, commented: “Key to achieving full sustainability, energy security and ethical transparency in the solar energy industry are projects such as this, which bring together a number of Scandinavia’s most active companies in the clean energy space, alongside Qcells.

“NorSun is delighted to help Qcells, Soltech and Coop realize this project with solar modules that boast a certified low carbon footprint, and hopes that this rooftop installation, once complete, can act as a beacon of inspiration for other companies across Sweden and the rest of Europe.”

https://www.pv-magazine.com/press-releases/qcells-low-carbon-footprint-certified-panels-to-power-one-of-the-largest-rooftop-solar-array-in-the-nordics/
manman01
29.04.2022 kl 09:26 7199

SIA Applauds Start of Conference Negotiations on Bicameral Competitiveness Legislation
https://www.semiconductors.org/sia-applauds-start-of-conference-negotiations-on-bicameral-competitiveness-legislation/
APRIL 28, 2022
Taycen
01.05.2022 kl 18:47 6806

Går Rec sin vei dette ..

En europeisk diplomat i Beijing hevder overfor nyhetsbyrået at krigen dytter Kina og Europa lenger fra hverandre.
– Pandemien og Europas forståelse av at man stolte på Kina for grunnleggende medisinske leveranser var vekkeren. Russlands krig mot Ukraina styrker argumentasjonen for at Europa må redusere sin avhengighet til Beijing, sier diplomaten.

https://finansavisen.no/nyheter/politikk/2022/04/29/7858353/europa-vurderer-a-ta-en-russland-pa-kina
grabein
02.05.2022 kl 17:16 6378

For å ikke glemme Butte:

Worldwide Silicon Wafer Shipments Edge Higher to New Record in First Quarter 2022, SEMI Reports

https://www.newswire.ca/news-releases/worldwide-silicon-wafer-shipments-edge-higher-to-new-record-in-first-quarter-2022-semi-reports-804816857.html

Kanskje Sila viste noe om dette 😊

Department of Energy
Biden Administration Announces $3.16 Billion from Bipartisan Infrastructure Law to Boost Domestic Battery Manufacturing and Supply Chains

MAY 2, 2022

WASHINGTON, D.C. — The U.S. Department of Energy (DOE) today announced $3.1 billion in funding from President Biden’s Bipartisan Infrastructure Law to make more batteries and components in America, bolster domestic supply chains, create good-paying jobs, and help lower costs for families. The infrastructure investments will support the creation of new, retrofitted, and expanded commercial facilities as well as manufacturing demonstrations and battery recycling. DOE is also announcing a separate $60 million to support second-life applications for batteries once used to power EVs, as well as new processes for recycling materials back into the battery supply chain. Both funding opportunities are key components of the Administration’s whole-of-government supply chain strategy to strengthen America’s energy independence to reduce our reliance on competing nations and support the President’s goal to have electric vehicles make up half of all vehicles sales in America by 2030.

https://www.energy.gov/articles/biden-administration-announces-316-billion-bipartisan-infrastructure-law-boost-domestic
Taycen
02.05.2022 kl 19:59 6112

Bull.. blir jo bare bedre og bedre dette

Fast charge rate beats US targets

Amprius Technologies has demonstrated a charging rate of 6 minutes to 80% from 0% state of charge for its silicon-based batteries (writes Nick Flaherty).

This exceeds the targets for 2025 set by the US government for charging a battery cell to 80% in less than 15 minutes.

Using silicon nanowires avoids the problems of the silicon expanding during charging by being rooted to the substrate, and reduces the thickness of the anode by half compared with using graphite. This thinner anode also helps provide fast charging and means the cell can be half the size of today’s graphite-based cells.

The nanowires have allowed Amprius to ship commercial lithium-ion cells with a specific energy of 450 Wh/kg and an energy density of 1150 Wh/litre.

“These results confirm the benefits of our Si-nanowire anode for EV applications, where fast charging and high energy density are essential,” said Jon Bornstein, chief operating officer of Amprius Technologies. “The need to shorten charge times extends well beyond the rapidly growing EV market and into the broader e-mobility markets, including micro-mobility and aviation.”

The nanowires enable an anode that is much lighter than conventional graphite anodes, and they have much higher conductivity owing to the high electrical continuity between the silicon and the current collector. The very low tortuosity, or the amount of porosity, of the anode structure helps boost the fast charging.

The fast charging technology is available on battery cells now in commercial production by Amprius.

https://www.emobility-engineering.com/ampirus-fast-charge/
Zenzor
02.05.2022 kl 21:47 5850

Det er utrolig heftige tall de viser til her.
Blir umåtelig spennende å følge med på hvordan dette skalerer og yter over tid.

Jeg leser ikke så mye om levetid på disse batteriene derimot, vet vi noe om det?
Legger også merke til at temperaturen nærmet seg 60 grader celcius under lading nær 70%, hvor også strømmen synker (trolig for å holde temperatur i sjakk).
Hvordan stiller det seg sammenlignet med f.eks EV-batterier i praksis i dag?

REC-nabo bekrefter tomtekjøp
Offisielt: Sila Nanotechnologies har kjøpt nabotomten til REC-fabrikken i Moses

Mandag skrev Finansavisen at Sila Nanotechnologies har testet RECs silangass fra Moses Lake, og omtalte samtidig rykter om at batterigiganten har kjøpt nabotomten til anlegget.
– Vi vet ikke med sikkerhet om det er noe hold i det ennå, men skulle det vise seg at Sila faktisk er kjøperen så er det veldig spennende og positivt for REC Silicon, slik vi ser det, sa analytiker Gard Aarvik i Pareto Securities.
Bekreftelse tirsdag
Tirsdag bekrefter Sila i en pressemelding at selskapet har kjøpt tomten, som er på over 600.000 kvadratfot (omtrent 56 mål, red. anm.), for produksjon av neste generasjons anode-materialer.
Sila skriver at produksjonslinjene på anlegget vil starte opp i andre halvår 2024 – med full produksjonsstart i andre halvår 2025, og legger til at kapasiteten kan økes ytterligere.



https://finansavisen.no/nyheter/industri/2022/05/03/7860165/rec-nabo-bekrefter-tomtekjop

Ex-Tesla Engineer Building Silicon Anode Plant As U.S. Amps Up EV Battery Production

Sila, a battery materials startup cofounded by one of Tesla’s earliest engineers and backed by Mercedes-Benz, is building a large-scale factory in Washington state to make battery anodes that use silicon instead of graphite which the company says will make electric vehicle battery packs more energy-efficient and, eventually, cheaper.

The Alameda, California-based company, led by CEO Gene Berdichevsky, is converting a 650,000-square-foot industrial building on 160 acres in Moses Lake, Washington, into a high-tech factory that will produce enough anode materials for batteries in up to half a million electric vehicles annually in its first phase. Over time the plant, which will begin operations in 2024, could scale up to produce enough of its silicon-based anodes for batteries in millions of EVs. Power for the facility will be zero-carbon, supplied by Washington’s hydroelectric grid.

Investment in the initial phase will be in the “low nine figures” and the full build-out will be “well over $1 billion,” Berdichevsky tells Forbes, without elaborating. The company has said Daimler and BMW will be the first users of its materials in high-end electric models.

“First and foremost we're pushing for higher energy density,” he said, estimating that Sila’s anodes provide up to a 20% improvement in energy efficiency to the best current lithium-ion battery packs when graphite anodes are replaced. They can also enable faster charging or hold down pack costs by reducing the number of cells needed to go the same distance. “If you've got a vehicle that has 1,000 cells in it and it gives you the range you want when each battery stores 20% more energy you can go from 1,000 cells to 800 cells. Now the vehicle is lighter and it's cheaper to make.”
Sila’s news comes a day after the U.S. Energy Department said it’s providing $3.1 billion in federal funds from the Bipartisan Infrastructure Bill to dramatically boost domestic production of advanced batteries and materials for electric cars and trucks. The Biden Administration wants EVs to make up half of all U.S. auto sales by 2030 and hopes expanded U.S. production of vehicles and batteries will help meet that goal. Sila will likely apply for some of the federal funds for its Moses Lake project, assuming it meets the DOE’s requirements.

Tesla is currently the biggest U.S. maker of EV batteries, producing them at its massive Gigafactory in Nevada and ramping up output at its new Giga Texas plant in Austin that will produce the company’s new, bigger 4680 battery cell, along with vehicles. General Motors, Ford, Volkswagen and other automakers have announced plans for new battery plants, while cell suppliers including Samsung, LG and Panasonic are also increasing U.S. production.

“President Biden’s historic investment in battery production and recycling will give our domestic supply chain the jolt it needs to become more secure and less reliant on other nations—strengthening our clean energy economy, creating good-paying jobs, and decarbonizing the transportation sector,” Energy Secretary Jennifer Granholm said on Monday.

Berdichevsky was Tesla’s seventh employee, hired in 2004 as principal battery engineer for the Roadster, the company’s first attempt at an electric car. By the time it came out, he was more interested in finding new ways to make the lithium-ion batteries he was working with a lot cheaper and more efficient. He cofounded Sila in 2011 and has raised $925 million over the past decade, including about $600 million in early 2021, to develop its silicon-based technology and fund the first phase of the Washington plant.

Anodes are one of the four main elements of a battery, along with the cathode, separator material and electrolyte. The active material it’s coated with, typically graphite, lets electric current flow through the external circuit and also allows absorption of lithium ions from the cathode. Currently, most anode materials for lithium-ion cells are sourced from Asia, Berdichevsky said.

“This plant would be the first kind of world-scale plant for us. We're going to use it as a blueprint and replicate it in the U.S. and we're going to replicate it around the world, in Asia and in Europe,” he said. “We'll start by getting adopted in high-end vehicles and our partnership with BMW and Mercedes … but as production increases this will get adopted across many, many OEMs in many different use cases.”

Along with Mercedes-Benz, investors in closely-held Sila include 8VC, Bessemer Venture Partners, Canada Pension Plan Investment Board, Coatue, In-Q-Tel, Matrix Partners, Sutter Hill Ventures and T. Rowe Price funds.

https://www.forbes.com/sites/alanohnsman/2022/05/03/ex-tesla-engineer-building-silicon-anode-plant-as-us-amps-up-ev-battery-production/
Redigert 03.05.2022 kl 17:02 Du må logge inn for å svare
Boldor
04.05.2022 kl 14:03 4859

https://www.geekwire.com/2022/group14s-high-performance-battery-technology-gets-super-charged-with-400m-investment/

Woodinville, Wash.-based Group14 Technologies has raised $400 million in venture capital that will supercharge the commercialization of its battery technology.

The Series C round was led by Porsche AG, which plans to use the company’s technology in some of its electric vehicles. Group14 has developed a silicon-carbon composite material that can replace the graphite anodes in lithium-ion batteries, improving their performance by 50% and providing faster recharging times.

The new funding will help build a manufacturing facility in Eastern Washington’s Moses Lake hat should come online in the second half of next year. Group14 already has a facility in that area that’s working on engineering and R&D. Luebbe said he likes the location because there’s lots of land, a good labor pool and access to clean, affordable hydro-power.

“It’s kind of an ideal location and, frankly, not just for us,” Luebbe said. “I think Moses Lake is going to be a center of battery ecosystems.”

https://electrek.co/2022/05/04/battery-tech-company-group14-raises-400m-in-funding-led-by-porsche-plans-2nd-us-plant/

https://www.prnewswire.com/news-releases/porsche-ag-takes-the-lead-in-group14-technologies-400m-raise-to-accelerate-global-production-of-lithium-silicon-battery-materials-301539154.html

https://www.reuters.com/business/autos-transportation/porsche-leads-400-million-investment-ev-battery-startup-group14-2022-05-04/

May 4 (Reuters) - Electric vehicle battery startup Group14 has raised $400 million from a group of investors led by Germany's Porsche (PSHG_p.DE), the firm said on Wednesday.

Part of that money, which boosts Group14's valuation to more than a billion dollars, will be used to build a second battery materials factory near the firm's current site in Woodinville, outside Seattle, Chief Executive Officer Rick Luebbe said in an interview.

manman01
04.05.2022 kl 14:09 4812

Holy shit :)

Tak Boldor for deling!!
solfylt
04.05.2022 kl 14:14 4781

Nå skjer det ting! Milde Moses Lake!
« “It’s kind of an ideal location and, frankly, not just for us,” Luebbe said. “I think Moses Lake is going to be a center of battery ecosystems.”»
Redigert 04.05.2022 kl 14:19 Du må logge inn for å svare
solfylt
04.05.2022 kl 14:27 4866

Ja, men bare såvidt 😜 Skal forundre meg mye om den forblir rød når børsen stenger…

Vi trenger kun en melding fra Hanwha om panelfabrikk i moses Lake også nå - så tenker jeg vi ser 15-tallet🤪
Boldor
04.05.2022 kl 14:35 5311

Som "astronauten" sa det så fint i går; "snipp snapp snute så var nedsiden ute"
grabein
04.05.2022 kl 14:39 5436

Jeg fikk det akkurat i mailboksen nå, ser at nyheten er lagt ut alt så jeg slipper ;) Dette blir så konge!!
FMI
04.05.2022 kl 14:45 5435

Jeg må innrømme at jeg tenkte vi var bundet til først og fremst poly/wafer/solar etter Hanwhas oppkjøp, og synes det var litt synd. Men nå er det jo full batteribonanza i ML, og svært liten grunn til å tvile på hvor de skal hente silangassen fra. Kursen er i blått for å bli der for dagen, og vi har akkurat rundet 200 mill. i omsetning - tror det blir en hyggelig ettermiddag kursmessig!