Discover and read the best of Twitter Threads about #manganese

Most recents (11)

When #EV OEMs need to become miners has been the Benchmark story of 2022. @benchmarkmin

What we mean by this is outlined in this thread:
Future EV demand is surging beyond the ability of the lithium ion battery supply chain to respond in full.
As we approach the end of the decade, the number of EVs that’s OEMs want to produce become impossible to make considering the critical battery raw material volumes in the pipeline … if all existing expansions and new mines make it, in most cases there still wont be enough
Read 14 tweets
#RussiaUkraineConflict - we are getting a lot of inquiries about Russia and critical minerals, esp for #ElectricVehicles & #batteries

A few @benchmarkmin facts:

#Nickel is on red alert.

Norilsk is the world’s largest class 1 nickel producer accounting for 20% of global supply
Norilsk overall accounts for 7% of all in nickel supply. But EV makers, auto OEMs and battery cell producers will terrified of losing 20% of a market with prices already at decade long highs.
China will not place real any sanctions on Russia and as a result ensure all #nickel continues to flow into its mainland and into Chinese made battery cells and EVs

Follow @GregMiller_BMI @CDMRawles for more
Read 8 tweets
Warum
#UkraineKonflikt ?

For those who ask:
“Why does Ukraine matter? “

How the nation of #Ukraine ranks:

1st in #Europe in proven recoverable reserves of #uranium ores;

2nd place in Europe and 10th place in the world in terms of #titanium ore reserves;

1/1 Image
2nd place in the world in terms of explored reserves of #manganese ores (2.3 billion tons, or 12% of the world's reserves);

2nd largest iron ore reserves in the world (30 billion tons);

2nd place in Europe in terms of #mercury ore reserves;

1/2
3rd place in Europe (13th place in the world) in shale #gas reserves
(22 trillion cubic meters)

4th in the world by the total value of natural resources;
7th place in the world in #coal reserves
(33.9 billion tons)

1/3
Read 11 tweets
❗️High raw material prices are starting to push some lithium ion battery cell prices up

This is what ⁦@benchmarkmin⁩ warned of last year below

To understand batteries you need to know your supply chains #lithium #nickel #cobalt #graphite #manganese benchmarkminerals.com/membership/lit…
How Team @benchmarkmin called an end to the major declines in lithium ion battery prices.

A must read here: benchmarkminerals.com/membership/ben…
The way to keep battery costs low and falling is the inclusion and expansion of #LFP cathode which has expanded massively in China

benchmarkminerals.com/membership/ben…
Read 4 tweets
#China's most traded thermal #coal futures up 5%, coking coal futures up 3.96%, #coke futures up 4.11% in the Friday morning.
#China #commodities #futures
Most active #manganese-silicon futures and #ferrosilicon futures in China Zhengzhou up 3.97% and 2.44% respectively in early trade.
#China #futures #Commodities #Ferro
@nid_rockz
Most traded Shanghai #pulp futures contract falls 5.14% in early trade.
#China #commodities #futures
Read 6 tweets
Most active #manganese-silicon futures and #ferrosilicon futures in China Zhengzhou slump 5% and 5.34% respectively in early trade.
#China #futures #Commodities
@nid_rockz ImageImage
China's most traded #PVC (polyvinyl chloride) futures contract hit the limit down at open.
#China #futures #Commodities Image
Thermal #coal futures in Zhengzhou, China, open 1.15% lower on Thursday, off Wednesday's record high, the authority said to boost 220 million tons of additional coal capacity per year.
Coking coal futures down about 4% and coke futures down 3% in Dalian
ImageImageImage
Read 4 tweets
#China's most active thermal #coal up 8.15%, coking coal up 3.66%, #coke up 4.12% in the Wednesday morning.
#China #commodities #futures ImageImage
Most-active Shanghai steel #rebar contract falls 3% in early trade.
#China #commodities #futures Image
#Manganese-silicon futures drops about 1.70%;
#Ferrosilicon futures down 0.39% on Wednesday.
#China #commodities #futures
@nid_rockz ImageImageImage
Read 6 tweets
The Senate Committee on Energy and Natural Resources held a hearing on infrastructure this week:

energy.senate.gov/hearings/2021/…

Lots of discussion about water use and wildfire management, but also commentary on nuclear power and critical minerals that may be of interest to investors. Image
In his opening remarks, Chairman @Sen_JoeManchin talked about supporting our “zero emission #nuclear fleet” and rebuilding our domestic supply chains by responsibly mining #criticalminerals
Ranking member @SenJohnBarrasso also opened with a mention of the “necessity of advanced nuclear”

It is notable that the two most senior members, Democrat and Republican, are both strongly supportive of #nuclear power.
Read 21 tweets
Just leaving this here 😏 🇬🇧

“Batteries... for #EV ... and we will back that vision, this government that backs Britain and believes in British innovation” @BorisJohnson @10DowningStreet @AlokSharma_RDG

A lithium ion economy coming to the UK.

@benchmarkmin
The develop a lithium ion economy, UK must target three major supplies of lithium ion batteries - Tesla? LG Chem? SK Innivation? CATL? Panasonic?

It must build in parallel giga-sized anode and cathode plants to fuel these super sized battery plants.
Raw materials; Then to feed the cathode and anode plants it must look to securing 25% of raw materials domestically where economically possible (raw materials to precursor chemicals). It must help early stage developers and innovators #lithium #cobalt #nickel #graphite #manganese
Read 5 tweets
Who controls the lithium ion battery to EV supply chain?

One of our most circulated charts updated with @benchmarkmin 2019 data and now incl #manganese #Mn

#lithium #cobalt #nickel #graphite Image
Big lesson from the China approach: if you don’t have the natural resources, be the guys that chemically refine their raw material #lithium #cobalt #manganese
Manganese has a more extreme supply chain imbalance than cobalt with 92% of chemicals used in lithium ion batteries produced in China.
Read 4 tweets
#NovaScotia has dozens of #manganese occurrences and had a bunch of mines in the 1800s and early 1900s, mostly along the south shore of the #BayofFundy.
Read this thread for details:

#nspoli @EastHantsChambr @EastHantsNS @KeithIrvingNS @JohnLohrMLA @mmillershubie @scottbrison ImageImage
For example, the Tennycape #manganese deposit (#HantsCounty, #NovaScotia) was discovered in 1861 and manganese was extracted from boulders overlying the bedrock in 1862.

#nspoli #NS #bayoffundy #hants Image
The actual Tennycape Mine opened in 1882 and became the largest official #manganese producer in #NovaScotia, with an estimated 4000 tons of ore reportedly extracted between 1880-1900.
#nspoli #ns Image
Read 9 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!