Comments on: Going Natural: The Solution To Tesla’s Graphite Problem https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/ Commentary & analysis on rare earths and other technology metals Thu, 18 Sep 2014 02:31:45 +0000 hourly 1 https://wordpress.org/?v=6.4.2 By: paul bert https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-57041 Thu, 18 Sep 2014 02:31:45 +0000 https://www.techmetalsresearch.net/?p=7099#comment-57041 Gareth, a very good article – thank you.
I noticed there was no mention of Zenyatta Ventures, perhaps you wish to take a look at the links below. A lot has happened with the company in the past few months, information not available at the time this article was written. Good reading and research for Graphite fans.

http://investorintel.com/graphite-graphene-intel/epstein-investorintel-ceo-interview-aubrey-eveleigh-zenyatta-ventures/

Below is a research document from the US Dept. of Energy / This document is the summary of a scalability study to address the current barriers in the production of Li Ion batteries/ Zenyatta’s Albany Graphite is clearly stated the only natural graphite used in this study. There are actually a couple of studies where the Albany Graphite is listed as their supplier if you dig deeper.

http://energy.gov/sites/prod/files/2014/07/f17/es207_daniel_2014_o.pdf

Zenyatta Ventures Ltd. Successfully Completes Pilot Plant & Metallurgical Testing to Produce High Purity & Highly Crystalline Graphite Product
http://www.zenyatta.ca/article/press-release-1352.asp

http://investorintel.com/graphite-graphene-intel/elcoras-dr-ian-flint-teslas-challenge-find-graphite/

]]> By: Stephen Riddle https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6712 Sun, 30 Mar 2014 17:22:50 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6712 To Hnak Jansen,

I like to speak with you please e-mail me directly at sariddle@asbury.com

To Simon
Yes if the Li-Ion battery producers want and prefer to use Synthetic Graphite the market will add capacity. Yes natural Graphite makes a lower cost graphite Anode material.

]]> By: Stephen Riddle https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6711 Sun, 30 Mar 2014 17:22:10 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6711 To Hnak Jansen,

I like to speak with you please e-mail me directly at sariddle@asbury.com

To Simon
Will the synthetic market be able to supply all the volume need to fill the expected demand for batteries? Yes if the Li-Ion battery producers want and prefer to use Synthetic Graphite the market will add capacity. Yes natural Graphite makes a lower cost graphite Anode material.

]]> By: Duc TOAN https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6682 Fri, 28 Mar 2014 10:28:25 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6682 Dear colleagues/potential partners

If you are interested in buying our flake graphite powder from Vietnam (products to be mass produced in the 4th quarter of 2014) on a long term basis with large quantity, or if you are interested in investing with us in our current project to produce more value-added graphite products; please contact me i can provide details of our products/project (total proven reserves are 3 million tons, C content is around 13%, so about 400,000 flake graphite powder.

I can be reached at toan160363@gmail.com . Our website will function in about 2 weeks. it is vietnamgraphite.com and my address will be sales@vietnamgraphite.com. I am in charge of sales/research and development for the company.

Cheers

]]> By: Amar Acharjee https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6680 Fri, 28 Mar 2014 09:25:45 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6680 Dear Sir,

Your advice for the solution of Tesla’s Graphite problem will help present time need of related sector. Thanks for the present valuable article.

]]> By: Graphite investor https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6676 Fri, 28 Mar 2014 00:16:54 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6676 Gareth, I’m not sure if Jorge might be taking the piss…made be laugh anyway. I hope they don’t intend to destroy the brazil nuts in the process, because I love them!

As for your comment about SYR crashing the market, I do not think so…yes they will be producing 100s of thousands of tonnes (much more than the 220k so far envisaged imo), but the majority of this will be targetted as a substitute for pet coke in the aluminium and steel industry, something that is effectively a new supply/demand side (as not traditionally been targetted by graphite producers outside China before) so no impact on existing natural graphite market. I think the market is also misineterpreting that they will sell the graphite at pet coke prices…this is not correct, the price will be substantially more, I’d say in the $750-$1K range which will be at a substantial margin to their prod costs which Islay commented on above.

However SYR will also target the traditional natural graphite and emerging natural graphite areas such as EV batteries, and with their vanadium byproduct the emerging redox battery market which will be significant imo although more down the track. One prominent analyst (at Credit Suisse) has in fact claimed that the vanadium is so valuable that the mine could actually become a vanadium mine with graphite as a byproduct. That’s probably a stretch at this stage I think, but it will definitely be a valuable byproduct.

]]> By: Hnak Jansen https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6671 Thu, 27 Mar 2014 18:32:24 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6671 I wonder If you are able and willing to provide me with the e-mail address of Duc Toan.

Since I have extensive experience in graphite processing, I might be able to help him.

]]> By: Simon https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6670 Thu, 27 Mar 2014 16:42:16 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6670 Gareth, will the synthetic market be able to supply all the volume need to fill the expected demand for batteries? if not, i guess natural graphite will be clearly the choice to make batteries, there is no other option to meet such a huge demand (also, its cheaper). Thx

]]> By: Robert https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6669 Thu, 27 Mar 2014 16:35:02 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6669 Because security of supply among other things

]]> By: Gareth Hatch https://www.techmetalsresearch.net/going-natural-the-solution-to-teslas-graphite-problem/#comment-6667 Thu, 27 Mar 2014 14:47:39 +0000 https://www.techmetalsresearch.net/?p=7099#comment-6667 @ed shannon: Flinders Resources is indeed taking steps to put its project back into operation. There is no indication, however, that they plan to produce the high-purity, spheroidal graphite required for battery applications.

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