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WHeisenberg
RECSI 08.07.2024 kl 22:01 16700

We appreciate the recognition and snapshot from Nasdaq highlighting our $375M in funding led by Sutter Hill Ventures and T. Rowe Price. This funding round will enable the completion of our Moses Lake plant construction and delivery of our remarkable Titan Silicon anode to our auto customers next year. ⚡ ⚡

California-based Sila will manufacture the anodes at a gigafactory it is building in Moses Lake, Wash. ... Moses Lake is also home to REC Silicon, one of just two U.S. plants that make silane gas, the little-known central ingredient in most silicon anodes, including ...

Sila Nanotechnologies and Group14 Technologies say they are almost ready to begin high-volume commercial shipments of their competing silicon electrodes.

https://www.linkedin.com/posts/sila-nanotechnologies-inc-_we-appreciate-the-recognition-and-snapshot-activity-7216152593255776259-W3ER?utm_source=share&utm_medium=member_ios
Redigert 12.07.2024 kl 10:15 Du må logge inn for å svare
WHeisenberg
20.08.2024 kl 20:40 1118

Det er kun få mnd igjen av 2024 og da lenge før det må de ha en kontrakt med REC for råvarer.

Based in Woodinville, Group14 is building a silicon battery material factory in Moses Lake, which is expected to begin delivering material to customers by the end of 2024. The company has already hired over 170 employees in Moses Lake – over half of whom are local to the area – to support the factory’s daily operations. Luebbe says the availability of clean power is one of the primary reasons that led him and his co-founders to establish their fast-growing company in Washington.

https://www.seattletimes.com/sponsored/hydropower-fuels-cutting-edge-clean-energy-jobs-in-wa/
WHeisenberg
21.08.2024 kl 08:48 878

Dette blir gjort noe med snart tenker jeg. Og REC kommer til å posisjonere seg enda sterkere etter dette.

For the last 20 years, China has been working hard to secure a monopoly over this critical technology. While China has mostly succeeded, the Inflation Reduction Act (IRA) created a set of incentives to get us back in the game. But, one critical piece may undermine our progress – we are letting China-headquartered companies locate final manufacturing in the United States, taking advantage of those same incentives while preserving their supply chain monopoly over the fundamental components.

Fortunately, with the introduction of the American Tax Dollars for American Solar Manufacturing Act earlier this month, senators are trying to close this work-around and put American manufacturing back on a level playing field.

Solar energy was invented in the United States, but right now nearly all of it, and about 99% of the fundamental component (the wafer), is being manufactured elsewhere, specifically, by Chinese-controlled companies. As our government works to invest in clean energy, we’re incentivizing companies to build back their operations in the U.S. so Americans can benefit from good-paying jobs, foster innovation from our world-leading R&D abilities, and establish energy independence in the critical technologies for our future.

Congress created a remarkably far-sighted system to reshore solar, batteries and wind technology. Policymakers not only created supply-side incentives in the advanced manufacturing production incentive that encourage manufacturers to build big factories quickly, but they paired them with demand-side incentives to give developers who use the products a bonus if they buy the products of those factories as they build solar and wind farms.
https://www.linkedin.com/posts/solar-energy-manufacturers-for-america-sema-coalition_we-must-onshore-the-supply-chain-activity-7231749704693288960-jVlk?utm_source=share&utm_medium=member_ios
WHeisenberg
21.08.2024 kl 09:02 835

The U.S. Department of Commerce, in partnership with the Council on Foreign Relations, has announced a Supply Chain Summit to be held in Washington, D.C., on September 10, 2024.

The event will bring together leaders from industry, government, academia, and civil society to discuss proactive strategies for enhancing supply chain resilience and safeguarding national security. https://lnkd.in/gjdNrc4G
https://www.linkedin.com/posts/u-s-department-of-commerce_us-department-of-commerce-to-host-supply-activity-7231664292087873536-zR7I?utm_source=share&utm_medium=member_ios
WHeisenberg
21.08.2024 kl 14:47 639

I’m excited to announce that our new review paper, “A Comprehensive Review of Silicon Anodes for High-Energy Lithium-Ion Batteries: Challenges, Latest Developments, and Perspectives,” has been published in Elsevier’s Next Energy journal.

The review explores innovative approaches to overcome the challenges of using silicon as an anode materials. We also propose a shift towards using up to 100% silicon for anode development to streamline practical and commercial implementation in future lithium-ion batteries.

I want to extend my sincere thanks to all my co-authors: Anil Kumar Madikere Raghunatha Reddy, Xia Li, Sixu Deng, Jagjit Nanda for their invaluable contributions. Moreover, special thanks to my supervisor Professor Karim Zaghib for his exceptional mentorship at Concordia University. This work is a collaboration between Concordia University and Stanford University, and SLAC National Accelerator Laboratory (US Department of Energy).

I am also grateful for the financial support from Sarah Sajedi and Gary Vegh at ERA Environmental Management Solutions, and the support from InnovÉÉ (Quebec Government) and the Natural Sciences and Engineering Research Council of Canada (NSERC)

Silicon, the second most abundant element in Earth’s crust after oxygen, provides a notable advantage as an anode material, with a capacity of 4200 mAh/g—ten times higher than graphite. However, its 300% volume expansion continues to be a significant challenge.

In the future, the anode market is expected to be segmented among artificial graphite, natural graphite, and silicon, resulting in a rise in the use of graphite-silicon hybrid anodes in lithium-ion batteries for both portable devices and electric vehicles.

You can read the full paper here:
https://lnkd.in/e4fjdq5E

https://www.linkedin.com/posts/ebrahim-feyzi-838b618b_im-excited-to-announce-that-our-new-review-activity-7231816621063901184-1hAE?utm_source=share&utm_medium=member_ios
WHeisenberg
21.08.2024 kl 14:57 606

Vi må få se dette snart fra Group 14 og Sila.

ENOVIX
We are open! Our Malaysian Fab2 is now officially open and producing 100% Silicon Anode cells! Thanks to the whole team for all your efforts over the past year to make this a reality. If you want to take a peek into the clean rooms, check out the video linked below.
https://www.linkedin.com/posts/jddigiacomandrea_on-august-8-we-held-the-grand-opening-of-activity-7231656513872752641-TSD1?utm_source=share&utm_medium=member_ios
Redigert 21.08.2024 kl 14:58 Du må logge inn for å svare
WHeisenberg
I går kl 19:04 423

REC kommer til å ha en sentral rolle i USA etterhvert.

Overcoming The Great Wall: Building A 50GW Per Year Solar Supply Chain

As the global push for sustainable energy solutions intensifies, the U.S. is strategically positioning itself to reduce reliance on foreign solar components and build its domestic manufacturing capabilities. The Inflation Reduction Act (IRA) of 2022 was a pivotal move to accelerate the deployment and development of solar component manufacturing in the U.S.

The IRA incentives spurred significant installation growth in the U.S. In 2023, photovoltaic (PV) installations grew by 51%, reaching 32 gigawatts (GW). This represents 53% of all new electrical energy generation additions in 2023. Installations are forecast to grow to over 50 GW per year in this decade, creating a major opportunity for domestic manufacturers.

The IRA offers attractive incentives for manufacturing polysilicon, wafers, solar cells and modules domestically, but to date, the demand has largely been served by imports. Solar module imports from Southeast Asia, predominantly from satellite operations of Chinese companies, reached a record 15 GW in Q4 2023. Solar panel imports were double the volume of panels installed in Q4 2023, resulting in inventory levels steadily growing to an estimated 30 to 40 GW in the U.S. The oversupply is a global phenomenon that has resulted in a global solar module price drop of approximately 50%.


1. Developing The Infrastructure Required For Advanced PV Manufacturing

Manufacturing polysilicon, solar wafers and cells requires significant power loads and water usage at a cost base that is globally competitive, in addition to a highly skilled workforce.

• Infrastructure investments: Lead times for new electrical substations can be as long as three years, which is prohibitive in an industry where the IRA incentives have a finite life. Manufacturers are requiring utilities to provide fast interconnection to the required power, a low-carbon footprint power source and competitive pricing. Polysilicon, cell and wafer manufacturing sites have significant water and water treatment requirements.

https://www.forbes.com/councils/forbesbusinesscouncil/2024/08/19/overcoming-the-great-wall-building-a-50gw-per-year-solar-supply-chain/
Redigert i går kl 20:49 Du må logge inn for å svare
WHeisenberg
I dag kl 17:46 104

U.S. Department of Commerce

Today, the United States announced its list of critical sectors and key goods for potential cooperation under the IPEF Supply Chain Agreement to strengthen supply chain resiliency. https://lnkd.in/eKQ9S7cG


Today, the United States announced its list of critical sectors and key goods for potential cooperation under the IPEF Supply Chain Agreement to strengthen supply chain resiliency. This is a key milestone in implementing the IPEF Supply Chain Agreement to establish a framework for deeper collaboration to prevent, mitigate, and prepare for supply chain disruptions.

The IPEF Supply Chain Council, one of the three bodies established under the IPEF Supply Chain Agreement, lays the foundation for collaboration on supply chain opportunities and challenges across the Indo-Pacific. Through the work of the Council, Parties may collaborate to enhance the resilience, sustainability, and diversification of IPEF supply chains and explore opportunities to identify best practices and advance policies, measures, or actions positively impacting trade among the Parties in critical sectors or key goods.

Under the IPEF Supply Chain Agreement, each Party committed to developing a list of “critical sectors” and “key goods” for cooperation under the Agreement, to be shared through the Council. These lists are intended to be iterative and change as needed over time.

The International Trade Administration’s Industry & Analysis unit conducted in-house analyses of supply chains for sectors and goods for potential near-term U.S. opportunities in the Indo-Pacific region, supplemented by public input obtained via a Federal Register Notice (FRN) in June 2024 and interagency consultations.

Ultimately, sectors and goods notified by multiple Parties may be selected as the subject of Action Plans to identify shared vulnerabilities and opportunities to build resilience per Article 10 of the IPEF Supply Chain Agreement. The U.S. list below is specifically for use in the context of the IPEF Supply Chain Agreement and is not a definitive list of U.S. priorities for the purposes of any other U.S. government supply chain efforts, nor a definitive list of what the IPEF Supply Chain Council will prioritize for discussion and action. The United States does not anticipate that all of the sectors and goods on this list will be selected for Action Plans, which will be decided by the Council. This list can be updated in the future as needed. The United States continues to seek input on sectors and goods for consideration under the IPEF Supply Chain Agreement, and the U.S. list of critical sectors and key goods can be updated in the future accordingly.

U.S. List of Critical Sectors and Key Goods for Potential Cooperation under the IPEF Supply Chain Agreement

Agriculture

Chemicals

Consumer Goods

Critical Minerals and Mining

Energy/Environmental Industries, including:

Advanced batteries, including components and materials
Carbon management/capture technologies 
Electric grid equipment and technologies
Forgings and die castings
Hydropower, including components and materials
Hydrogen, including components and materials, as well as molecular derivatives
Permanent magnets
Nuclear energy, including components and materials
Solar energy systems, including panels, components, and materials
Water and wastewater treatment equipment and chemicals 
Wind turbines, including components and materials
Health Industries, including:

Medical devices
Personal protective equipment
Pharmaceuticals (particularly Active Pharmaceutical Ingredients (APIs), generic drugs, and biological products) 
Vitamins and amino acids
Information and Communication Technology Products, including:

Audiovisual technology (particularly displays) 
Semiconductors (focused on assembly, testing, and packaging (ATP)) 
Telecommunication network equipment (particularly switches and routers) 
Electronics manufacturing services
Transportation and Logistics, including:

Aerospace and aerospace components, including aircraft equipment
Automotive parts (particularly electronic components, sensors, engines, transmissions, and electric motors used in vehicles)
Cargo handling equipment (particularly cranes) and the movement of shipping containers
Heavy/medium duty trucks, including parts and materials
Mass transit equipment, including transit buses, motor coaches, and rail passenger cars
Rail equipment 
Shipbuilding and repair (particularly shipbuilding materials, marine engines, propulsion systems, ship components, and repair equipment)
Transportation, logistics, and distribution services (particularly cold chain services and IT interoperability standards)
Redigert i dag kl 17:47 Du må logge inn for å svare