USA’s Group14 Rockets Into EV Batteries
https://cleantechnica.com/2021/08/28/usas-group-14-rockets-into-ev-batteries-with-slovakia-mashup/

http://m.koreaherald.com/view.php?ud=20210914000915&ACE_SEARCH=1

SK Materials and Group14 Technologies will jointly establish an 850 billion won ($725.7 million) silicon anode plant in Sangju, North Gyeongsang Province, to gain foothold in the next-generation electric vehicle battery market, SK Materials said Tuesday.

The project is to be led by a joint venture set up earlier by the two in a 75:25 ratio, tentatively named SK Materials Group14.

The first factory is to break ground in October and kick off commercial operation starting next year. Including future expansion, the whole project will cost 550 billion won.

SK Materials will invest an additional 300 billion won for land purchases and construction of a factory that manufactures silane, the raw material of silicon anodes.

Anodes are the negative terminal of EV batteries. They mostly contain graphite and determine the stability of batteries. Some Korean battery manufacturers add a small amount of silicon inside them to boost performance.

However, there is a trade-off. When batteries are charged, silicon particles absorb lithium ions and expand, but sometimes fail to return to their original size. This causes batteries to swell and degrade, reducing their lifespan.

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SK Materials Group14’s SCC55 silicon anodes overcame the technological issue with its unique structural designs. Instead of simply mixing silicon and graphite particles together, the firm created a sponge-like carbon where silicon particles are lodged inside the carbon pores. The carbon acts like scaffolding that helps silicon particles maintain their size.

As the design allows more silicon particles to be squeezed in without taking up the extra space, SCC55 anodes are much thinner and at the same time more powerful than typical silicon anodes, the company claims.

According to SNE Research, the demand for silicon anodes will see an average annual growth of 70 percent by 2025 and spike to 200,000 metric tons by 2030.


By Kim Byung-wook

Skal si det går unna i Asia, USA sitter på ræven og venter

Ikke bra for recsi det .

Avtaler er garantert blitt gjort, det man venter på er endelig avklaring på hvilke skattefordeler og rene bidrag som blir avklart når de to pakkene stemmes gjennom
i Kongressen og Senatet. 27.september er deadline for dette ifølge Pelosi. Ikke lenge til det smeller i aksjekursen med andre ord...

Når det satses såpass mye penger på silisium anoder, så tror jeg trygt vi kan kalle dette veldig bra for Rec. Det kommer til å bli enorme behov for silangass fremover, og USA vil satse på egen produksjon. Altså er dette signalet veldig bra for Rec.

Enig, ser meget positivt ut for REC, og følgelig straffer markedet i dag REC med en minus på bare 3,4%. Hadde ikke alle disse positive nyhetene tikket inn, frykter jeg at minusen kanskje hadde vært på 13,4%. Ser bra ut, så langt!

EDIT: Nå minus 8,3% og hittil er det blitt lempet ut REC for godt og vel NOK 156 mill. Dere som alltid pleier "å fylle på" hver gang REC gjør en liten dipp, får benytte anledningen nok en gang. Gjentar, veldig mye positivt på gang (kursen betyr selvsagt ingenting for den tålmodige).

According to the Department of Energy, the energy sector had been one of the country's fastest growing sectors prior to the pandemic and has rebounded quickly with 560,000 jobs created in 2020. In Washington state, the sector saw tremendous growth at the onset of 2020, with more than 85,000 employed in clean energy positions and raking in nearly 11% more than the state's overall median wage, according to a report by E2, a nonpartisan group of environmental entrepreneurs.

"Climate change is the defining crisis of our time. Not only is it a health and quality of life issue, but it also plays a critical role in driving our economy forward," said Governor Jay Inslee. "In order to meet our climate goals, we need big, bold action from companies to grow clean energy jobs in Washington and reduce carbon emissions for a more sustainable future."

The largest manufacturer of lithium-silicon battery materials in the United States, Group14 plays a critical role in accelerating the growth of the state's clean energy economy. Since the beginning of the year, the company has grown by 130 percent, hiring for positions across the board from engineers to marketers to process operators for its Woodinville headquarters and factory. As the company continues to scale, it expects to open up more manufacturing positions at its BAM factory to support customer demand for its lithium-silicon product, SCC55.

"Two of the biggest reasons we decided to base Group14 in Washington are the access to clean power as well as the state's aggressive sustainability initiatives to rapidly decarbonize over the next few decades," said Rick Luebbe, CEO and co-founder of Group14 Technologies. "It is encouraging to see strong public and private support for the development of a local clean energy economy, and we are committed to opening the door to clean manufacturing jobs as we continue to scale."

About Group14 Technologies
Founded in 2015 to enable the coming electrification of everything, Group14's battery materials breakthrough brings new levels of energy performance to lithium-ion-powered devices and vehicles. Recognized by the Department of Energy for its novel, drop-in ready nanomaterials and reliable industrial-scale process, Group14 serves the global transition to an all-electric future with performance for any use case. Company investors include ATL, BASF, Cabot Corporation, Showa Denko and SK materials. Visit us at www.group14.technology.

Det blir nok en storskalaproduksjon i Moses Lake🙂

https://twitter.com/govinslee/status/1440404421800710157?s=21

Ok med plass til Group14 ved siden av REC
Silicon;https://www.google.com/maps/place/Moses+Lake,+Washington+98837,+USA/@47.1342726,-119.198543,1159m/data=!3m1!1e3!4m5!3m4!1s0x54993f358edfbbdb:0x3f50ebe5ece52024!8m2!3d47.1301417!4d-119.2780771

Helt klart den fabrikken kommer til å gå for fullt om litt. Det begynner å skje veldig mye nå og når Kina også melder seg på i klimakampen går det den veien. Bare å laste opp med grønne aksjer