Nyheter som angår REC , del 2

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RECSI 18.01.2022 kl 18:05 189739

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
SørlieInvest
04.05.2022 kl 15:57 9923

Dette er vel ikke en direkte nyhet for REC, men viser at Moses Lake muligens blir verdens navle når det kommer til batterier. Her står det kun Washington State, men det kan jo fort være Moses Lake.

https://www.greencarcongress.com/2022/05/20220504-sunrise.html

"Sunrise, Graphite One sign MOU on establishing US plant for graphite-based anodes and other products"

"The companies intend to negotiate a definitive agreement to form an alliance for the purpose of establishing a graphite material manufacturing facility in Washington State."

AMPRIUS TECHNOLOGIES RECEIVES $3M USABC CONTRACT AWARD FOR LOW-COST, FAST-CHARGE SILICON NANOWIRE BATTERY TECHNOLOGY DEVELOPMENT
May 3, 2022


Fremont, California, May 3, 2022 – Amprius Technologies today announced it has received a competitively bid, $3 million contract award from the United States Advanced Battery Consortium LLC (USABC) in collaboration with the U.S. Department of Energy (DOE) for low-cost, fast-charge (LCFC) silicon nanowire battery technology development. The contract includes a 50 percent cost-share by Amprius Technologies.

The new, 30-month contract began in April and will target the development of 80+Ah cells that meet or exceed all 2023 USABC LCFC EV cell characteristics, including exceptional fast charge performance and usable energy. This is Amprius Technologies’ second contract with USABC.

“Amprius’ silicon technology is designed to provide significant performance advancement,” said Dr. Ionel Stefan, Chief Technology Officer at Amprius Technologies. “Specifically, applied to electric vehicles, Amprius is working to address pressing issues, like range anxiety and charging time.”

USABC is a subsidiary of the United States Council for Automotive Research LLC (USCAR). Enabled by a cooperative agreement with the U.S. Department of Energy (DOE), USABC’s mission is to develop electrochemical energy storage technologies that advance commercialization of next generation electrified vehicle applications. In support of its mission, USABC has developed mid- and long-term goals to guide its projects and measure its progress. For more information, visit http://www.uscar.org/usabc.

https://www.amprius.com/2022/05/amprius-technologies-receives-3m-usabc-contract-award-for-low-cost-fast-charge-silicon-nanowire-battery-technology-development

Alla nyheter som omringar REC just nu är otroligt poistiva men ingenting sker innan dess att Hanwas köp av Rökkes aktier är godkänd.

Såhär står det pressmeddelandet den 23/3

”Completion of the transactions is expected to occur before the annual general meeting in REC Silicon scheduled in May 2022, subject to a customary anti-trust filing in the U.S.”
manman01
05.05.2022 kl 15:08 9066

Five EU member states join call for 1 TW of European solar by 2030
https://www.pv-magazine.com/press-releases/five-eu-member-states-join-call-for-1-tw-of-european-solar-by-2030/
MAY 5, 2022
“..
In light of the unprovoked Russian war on Ukraine, a joint letter from five EU member states calls for an acceleration of the renewable transition to phase-out energy dependency on Russia, while also achieving climate goals and shielding Europeans from energy price spikes.

The letter points to analysis that the continent has significant potential to improve ‘business as usual’ solar ambition and aim for at least 1 TW of installed solar in the EU by 2030.

In line with several SolarPower Europe recommendations in our ‘8 Actions to Solar Power EU Energy Independence’, signatories call for an EU Solar Act within the European Commission’s expected REPowerEU update later this month. The letter recommends that any EU Solar Act should establish solar rooftops as “the norm” for all new and renovated buildings, maximise the potential of prosumers, unlock an EU Solar Manufacturing Fund, and ensure the necessary solar workforce to implement the transition.
..”
Taycen
05.05.2022 kl 17:00 8850

Begynner å synes denne aksje er rar .. tonnevis med positive nyheter og kursen presses ned .. kommer melding om ML oppstart i det hele tatt gi kursbevegelse i positiv retning ? Aksjen oppfør seg svært ulogisk ..
AmatørKongen
05.05.2022 kl 17:04 9097

Ser den, men tror det er som vi har sett i lang tid. Vi må ha meldinger fra selskapet. Noe konkret som faktisk bekreftet at nå skjer det.

Jeg tror det kommer før Q1 ☺️ Håper de signerer avtale med G14, sjefen selv virket som han var bekymret på om de kom til å få nok 😂 We will need a lot of silane sa han.

Nok penger tilgjengelig er tydelig det sterkeste verktøyet til shorterne for å holde kursen nede. Håper dem brenner seg kraftig! Tenker 9 Mai kan være en ny mulighet for mange med Pølsefingre..
Snart kommer nok ☀️ til å skinne kraftig i RECSI🚀
manman01
10.05.2022 kl 12:43 8650

EU Seeks to Boost Solar Energy to Cut Russian Gas, Draft Shows
https://www.bloomberg.com/news/articles/2022-05-10/eu-seeks-to-boost-solar-energy-to-cut-russian-gas-draft-shows
MAY 10, 2022
"
..
The European Union’s executive arm is drafting a strategy to more than double the pace at which solar panels are installed across the bloc under a plan to rapidly rid itself of Russian fossil fuels following the country’s war in Ukraine.

The European Commission wants to install over 300 gigawatts of photovoltaics by the middle of this decade -- twice the level seen in 2020 -- and more than 500 gigawatts by 2030, according to a draft of its solar energy strategy seen by Bloomberg. The plan involves a “swift, massive deployment” of solar panels on rooftops, starting with buildings that have the highest energy consumption, and will be published alongside new legislation to speed up permitting.
..
"
grabein
12.05.2022 kl 18:56 8596

Amprius går på børs!!

Silicon Battery Maker Amprius to Go Public in $1.3 Billion SPAC Merger

https://www.wsj.com/articles/silicon-battery-maker-amprius-to-go-public-in-1-3-billion-spac-merger-11652346001
manman01
12.05.2022 kl 18:57 8620

Spændende, tak grabein!!
Mr_Frightened
12.05.2022 kl 21:14 8800

Jeg la ut dette på ukestråden, men passer kanskje bedre her:

Jeg har lett i lang tid for å finne ut om Amprius benytter Silan gas, men klarte til slutt å finne en rapport som sier noe.
Sjekk linken her og last ned Technical report. På side 10 sier de noe om hva innsatsene koster, og der er Silane nevnt.

https://www.osti.gov/biblio/1224802-silicon-nanowire-based-lithium-ion-batteries-vehicles-double-energy-density

Gull hvis de faktisk har fått silan gass av REC slik TT ymtet noe om i en kvartalspresentasjon i fjor.
Redigert 12.05.2022 kl 21:17 Du må logge inn for å svare
grabein
12.05.2022 kl 21:33 8804

Edit:
De bruker nesten sikkert silan.

"In Amprius's case, the pipes lead to Silane gas cabinets located within their 695-square-foot service yard. If Tesla's were also used for Silane that would confirm nanowire tech in their roadrunner battery, probably not, but maybe…”

https://www.reddit.com/r/teslainvestorsclub/comments/ifnqyf/kato_rd_page_ave_aug232020/

Nanotråder er ofte fremstilt med silan, men ikke alltid. Så helt sikker kan jeg ikke være, finner ikke noe helt konkret angående Amprius.
Redigert 12.05.2022 kl 21:42 Du må logge inn for å svare
Mr_Frightened
12.05.2022 kl 21:40 8807

Du gjorde nok det, men er så mye info her nå, så det går litt i surr.
Skal vi håpe på en tredje batteri fabrikk i nabolaget?
grabein
12.05.2022 kl 21:43 8848

Det får vi gjøre! Uansett, fremtiden ser lys ut nå. Spørsmålet er hvor lenge man må vente på noe konkret fra REC.
manman01
13.05.2022 kl 07:49 8570

The US is beefing up its battery materials supply chain
https://cen.acs.org/energy/energy-storage/US-beefing-battery-materials-supply/100/i17?utm_source=Energy&utm_medium=Energy&utm_campaign=CENRSS
MAY 12, 2022
“..
Likewise, Group14 Technologies and Sila Nanotechnologies recently announced plans to expand production of silicon-based anode materials, which they claim will outperform current graphite materials.
Group14 opened a 2,500 m2 anode materials factory near Seattle last year and has now raised $400 million to build a second US factory. Sila says it has purchased a 55,000 m2 factory in Moses Lake, Washington, where it will make silicon anode materials.

The Sila facility is across the street from REC Silicon, a company that provides polysilicon and silicon gas for solar and electronics applications. REC worked with Group14 to build a pilot plant before the firm built the Seattle factory.
REC mothballed its Moses Lake operation in 2019, after tariffs made it difficult to sell silicon products in China. The company now says it may restart production to support the adoption of silicon-based anode materials.

REC is not the only company turning toward batteries as the industry heats up. Andrew Wang, a PhD candidate at the University of Oxford studying lithium-ion batteries who writes for the industry newsletter Intercalation Station, says companies that previously worked on lower-value commodities are now interested in producing battery materials.

“Petrochemical companies that were making graphite electrodes for steel production, now they can make high-value carbon anodes for lithium-ion batteries,” Wang says. Phillips 66’s plan to do that with the Australian anode maker Novonix is one example, he says.
..”
Redigert 13.05.2022 kl 07:49 Du må logge inn for å svare
manman01
16.05.2022 kl 10:18 8055

U.S, E.U will seek to head off subsidy race over chip production, official says
https://www.reuters.com/technology/us-eu-will-seek-head-off-subsidy-race-over-chip-production-official-says-2022-05-16/
MAY 15, 2022
“..
"You'll see us announce... a transatlantic approach to semiconductor investments aimed at ensuring security of supply," a senior administration official told reporters in a call Friday previewing the meeting.

Both Washington and Brussels want to encourage chip investment, and to "do so in a coordinated fashion and don't simply encourage a subsidy race," the official added.

A persistent industry-wide shortage of chips has disrupted production in the automotive and electronics industries, forcing some firms to scale back production. But U.S. legislation that would grant chipmakers $52 billion in funding to expand output has been stuck in Congress.

The official said an early warning system to pinpoint and address semiconductor supply chain disruptions would also be announced as part of the meeting, which will be headlined by Secretary of State Antony Blinken, Commerce Department Secretary Gina Raimondo, and U.S. Trade Representative Katherine Tai.

EU trade chief Valdis Dombrovskis and EU antitrust chief Margrethe Vestager will also participate, the official said.
..”
Redigert 16.05.2022 kl 10:21 Du må logge inn for å svare
Mr_Frightened
16.05.2022 kl 14:25 7883

Sila N nevnes spesifikt her.

https://columbiabasinherald.com/news/2022/may/13/grant-pud-chief-testifies-house/

“A big reason companies like Sila (Nanotechnologies) are locating in Washington is because of hydropower,” said Rep. Cathy McMorris Rogers, R-Spokane.

Här kommer den 4GW wafer kapacitet vi behöver. Inte nödvändigt att den finns i USA. Så länge den ägs av Hanwha kommer REC att leverera kisel

South Korean energy firm Hanwha Solutions is considering acquiring Woongjin Energy as it seeks to benefit from vertical integration.

http://m.thebell.co.kr/m/newsview.asp?svccode=00&newskey=202205091847136960104052

Last year, Hanwha Solutions reentered the polysilicon market by purchasing a sizable stake in REC Silicon, which has manufacturing facilities in the US, expanding its focus beyond photovoltaic cells and modules. The potential acquisition of Woongjin Energy by Hanwha Solutions could help further streamline operations of the solar panel maker.
Redigert 16.05.2022 kl 18:37 Du må logge inn for å svare
manman01
16.05.2022 kl 18:37 7703

Bull.

Hanwha har dybe lommer😁 Tak for deling, Bob!
SørlieInvest
16.05.2022 kl 20:41 7548

"The company uses silicon instead of graphite for anodes." Hvorfor plasserer de seg da i Georgia?
omac
16.05.2022 kl 20:45 7927

Silicon kan da forflyttes
Stonks_
16.05.2022 kl 23:50 7447

Med tanke på dette så har Rec en WHite paper der de har studert forkjellige blandings metoder for vanlig simens og granulat der de fant ut at det å mikse granulat med simens var mest effektivt. Så det jeg tenker her er at Hanwah med den nylige poly kontrakten med annet selskap har planer om å bruke den mere effektive metoden til å bruke wafers

Her er kilden https://www.recsilicon.com/RECSilicon/media/RECSilicon/products/whitepapers/Granular_white-20paper_web_ENG-1.pdf?ext=.pdf%7C
grabein
17.05.2022 kl 00:12 7471

Såvidt jeg har forstått (og jeg tror det er riktig): En batterifabrikk kan være hvor den vil, gjerne i Georgia. Anodefabrikken, derimot, hvis silan brukes som innsatsfaktor, MÅ være i nærheten av silanfabrikken. Små mengder silan kan fint transporteres, for eksempel til småelektronikk og skjermpaneler. Men til bilbatterier av stor skala blir det for upraktisk.

Ferdige anoder kan derimot ganske enkelt transporteres hvor man ønsker. Det er derfor tenkelig at Amprius kan ha batterifabrikken i Georgia, mens anodene sendes fra en fabrikk i, let's say, Moses Lake.

Om Amprius-anodene derimot fremstilles helt uten silan, som vi vet bl.a. Enevate sine anoder gjør, så er de ikke bundet til Moses Lake.

Det spiller for så vidt ikke så veldig stor rolle, om den neste kunden heter ditt eller datt. :-)
grabein
17.05.2022 kl 17:23 6986

Mercedes-Benz and Sila achieve breakthrough with high silicon automotive battery

Mercedes-Benz to incorporate Sila's silicon anode chemistry for the first time in batteries for the electric G-Class

https://www.automotiveworld.com/news-releases/mercedes-benz-and-sila-achieve-breakthrough-with-high-silicon-automotive-battery/

😁😂💰💰💰
manman01
17.05.2022 kl 17:39 7151

Vi bliver rige :)

Tak batteriminister grabein!
grabein
17.05.2022 kl 17:51 7282

Nå holder i hvert fall ikke lenger argumentet om at det ikke finnes kunder ;)
manman01
17.05.2022 kl 18:01 7263

Jeg havde aldrig troet Hanwha/Qcells , Sila/Mercedes og Group14/Porsche skulle kæmpe om ML nuværende og fremtidig kapacitet - men dette er realiteten nu (:

Fedt. Endnu federe er at læse opslagene fra de som stadig benægter at vi befinder os i blue sky scenarie (golden sky)

Selskabets største ejer skal bogstaveligt talt til roundtable møde med USA og Sydkoreas præsidenter vedrørende reducering af russisk og kinesisk afhængighed, samt fremtidig energi samarbejde.

🥂
Redigert 17.05.2022 kl 18:02 Du må logge inn for å svare
grabein
17.05.2022 kl 18:03 7267

Gratulerer med dagen! 🇳🇴😃🍾
AmatørKongen
17.05.2022 kl 18:24 7305

Det er vel bare å glede seg. Det er nok ikke bare Mercedes som skal ha denne teknologien fra Sila. Spennende saker.
FMI
17.05.2022 kl 19:10 7247

Steike, da blir det mer påfyll med det jeg har tilgjengelig - som dessverre ikke er så mye - ved åpning. Dette er virkelig penger på gata!
Babbai
17.05.2022 kl 19:29 7323

Med Daimler som investor lå det vel i kortene, men fint at de nå starter offisielt. G class selger ikke mye, men likevel. Som CEO i Elabs pleier å skrive: #justthebeginning
Redigert 17.05.2022 kl 19:33 Du må logge inn for å svare
grabein
17.05.2022 kl 20:06 7334

Nå er det på Forbes også https://www.forbes.com/sites/alanohnsman/2022/05/17/silas-high-efficiency-battery-anode-to-power-electric-mercedes-benz-suv/

Stemmer, G Class er dyr og ingen storselger. Men det er fornuftig å starte i high-end-sjiktet.
DjTao
17.05.2022 kl 22:26 6883

Har vi ikke visst lenge at Mercedes kom til å bli en kunde av Sila?
Trodde det var mer eller mindre etablert at Sila måtte etablere fabrikken i år for å kunne levere anoder til bilmodellene som Mercedes skal produsere i 2025
grabein
18.05.2022 kl 06:43 6548

Vi har visst lenge at Mercedes / Daimler har investert penger i Sila. Men det er vanlig for bilprodusenter å spre investeringene over flere batteriaktører. I Mercedes' tilfelle er det bl.a. også gjort investeringer i solid state-utvikler Factorial.

At Mercedes nå har gjort skriftlig avtale med Sila om å faktisk bruke teknologien, og det i en nært forestående bilmodell (EQG), er selvsagt av stor interesse.
Redigert 18.05.2022 kl 06:46 Du må logge inn for å svare
Mr_Frightened
18.05.2022 kl 08:11 6157

Sila må vel rimelig raskt sikre forsyningskjeden for å være sikre på å oppfylle avtalen med MB, og da er silangass leveransen kritisk (hvis de da ikke vil kjøpe fra Kina, og det skjer jo ikke). Vi vet alle hvem som da er mer eller mindre eneste mulige leverandør, og den bor rett over gata.
Det betyr vel at vi bør kunne forvente melding om avtale med Sila i nærmeste fremtid?
AmatørKongen
18.05.2022 kl 08:26 6198

Jeg tror det avhenger av når Rec sikrer nok kundegrunnlag. SilaN sin oppstart i 2024 om 2 år er ikke nok, gitt det vi vet.

Så fort ting er avklart med Hanwha og G14 løsner det kanskje?

Sikkert 100 nyanser og andre scenarioer. Helt klart, SilaN må sikre seg, men tror det ikke haster enda, det kan like så godt komme børsmelding i morgen eller om 5 mnd slik jeg ser det.
Redigert 18.05.2022 kl 08:31 Du må logge inn for å svare