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lithium-ion battery developments: most affected key companies and etfs
Now, I have a new understanding of the development of lithium technology.
Ion batteries to identify the main trends in the chemistry being introduced, including the analysis of cathode and anode materials and the use of resources, and advice on how and where to invest in response to these innovations.
The article concludes with a brief review of the future of lithium batteries and other batteries.
Li\'s technological development
In the past year or so, the technology development of the lithium battery industry seems to have made considerable progress in different types of lithium batteries.
Ion batteries are currently being studied, but no research has been done to go beyond them into more advanced research projects (e. g. Li-Sulfur or Li-air).
In order to make things more complicated, there are also some signs that technology is moving towards different battery categories in addition to lithium.
Review of Li-based publications
In the first five and eighteen days of this year, ion batteries are one of the most prestigious sources in scientific research, and I have found some interesting trends in cathode and anode materials and resource use, the explanation is as follows.
The use of cathode materials and resources shown in Table 3, and the results seem to indicate that, in a few years, significant breakthroughs may be made in lithium iron phosphate (LiFePO)
Lithium vanadium phosphate (LiVPO)
Lithium manganese oxide (LiMnO)
Lithium vanadium oxide (LiVO)
Lithium manganese phosphate (LiMnPO)batteries;
Less so in lithium cobalt oxide (LiCoO)
Lithium nickel phosphate (LiNiPO)
Battery and lithium nickel oxide (LiNiO).
Safety and cost seem to be the main driving force for changes in LiFePO, LiMnO and Limpo batteries, while the pursuit of power seems to be the main driving force for LiVPO and LiVO.
Initially, the number of studies on the life slope seemed to be a mystery.
LiFePO battery was used for the first time (
Limited success though)in mass-
Electric vehicles produced by BYD Co. , Ltd (OTCPK:BYDDF)
It was in China at the end of 2008.
A123 System in the United States (AONE)
Since its inception in 2001, it has been committed to becoming a leader in this advanced storage system.
However, it has encountered difficulties in selling products to major electric vehicle companies.
At present, its main auto customers are Fisk and Smith Electric Vehicles (SEV).
Starting in the second half of this year, A123 will provide its advanced Li-
Their ion batteries.
Please note that neither company is listed in the USS.
Securities trading market.
Nevertheless, by January 2012, A123 is expected to release details of a comprehensive agreement with a major US manufacturer
Electric vehicles will be launched in 2013.
At the same time, in the past 10 days or so, the company\'s share price has been steadily rising (
After the new praise from Morgan Stanley)
, The stock has recently been listed in the top ten stocks below $5, most of which are \"bought \"-ratings.
All of these prospects, and the prospects of a recent contributor\'s report, the prospects suggested by the author in another article, and the assistance A123 has received from the US government since 2009, this fully explains why many scientific articles about chemistry have been published.
However, there is still a high degree of uncertainty about the use of resources for this particular category of Li-ion batteries.
So I will not make any comments on this in this article.
Number of studies on LiVPO (
A derivative of LiFePO)
The LiVO battery clearly reflects Li-ion batteries.
In a recent interview with The Gold Report, a well-known analyst argued that while LiMnO batteries are safe, they are cheap --voltage (power)batteries.
In contrast, the LiVPO battery can generate six times more power than the best LiMnO battery and produce it in a safe way.
If we agree that batteries are critical to the operation of electric vehicles, it is no surprise that many companies like China\'s BYD (BYDDF. PK)
Varance technology. (VLNC), Subaru Co. Ltd. (9778:JP)
And GS Yuasa (6674:JP)
There is a firm intention to commercialize them.
In the Annual Report of Form 10
For example, for the fiscal year ending March 31, 2011, Valence Technology Inc. \"After years of commercial use, we believe that our experience has paved the way for low-cost and high-performance solutions offered by our next generation of Lithium vanadium technologies.
Although Valence\'s stock has been on a downward trend since the beginning of the year, given its relatively high 1-Year Return (81. 537%).
The prospect of this battery may have an impact on the use of vanadium.
Those who are interested in investing in this resource may want to look at Largo Resources Co. , Ltd. (LGO:CN)
American company of vanadium (RMRCF:US).
In general, the stock of the latter seems to be a better bet;
This reflects an unusual upward trend since December 2008.
The results of LiMnO and its derivatives, as well as of the Limpo, do not seem to be very important as this energy technology provides the impetus for these two unique qualities
Production of electric vehicles (i.
Voltage and leaves)
Already on the road.
The question remains whether this is related to the inherent limitations of this battery compared to LiVPO, for example, or the possibility of most of the scientific research that LG Chemical Co. , Ltd. is currently advancing (051910:KS)
From Korea and NEC (6701:JP)
The battery suppliers of these revolutionary electric vehicles are from Japan and have not been announced for proprietary reasons.
Regarding the prospects of magnesium in the United States, a recent article published in the manganese Investment News said: \"At present, there are no manganese producers in North America.
However, the two companies are developing their deposits, the first of which is Manganese Corporation of the United States. (AMYZF:US)
This is probably the world\'s lowest-cost electrolytic manganese producer at $0.
44/pound compared to $0. 98/lb in China.
The second company is Wildcat Silver (WS:CN)
The company is developing hard shell properties in Arizona.
\"It seems like a very good choice to invest in these companies, as they are extremely high 1-
Annual return indicator: 196. 902% and 335.
According to an article published in 2006, most battery manufacturers have moved from cobalt --based Li-
Because these batteries are \"not very strong and cannot withstand high charging and discharge current.
So far, only one electric vehicle is using this energy storage technology (since 2008)
: Tesla Motor (NASDAQ:TSLA)Roadster.
However, Tesla\'s CEO has just announced that it will stop producing symbolic in a few months. electric car.
So Tesla\'s cobaltbased Li-
Ion batteries are also likely to be discontinued.
As shown in Figure 6, OM Group (NYSE:OMG)
The world\'s largest producer of cobalt chemicals and powders has seen its stock prices drop sharply over the past five years or so.
Tesla\'s decision will certainly not help the OM Group to improve its performance in the stock market.
In this case, I have no suggestion to invest in cobalt, which is still a very unstable and difficult investment projectto-
As goods are concentrated in areas of great conflict in the world, goods are extracted.
The two decisions seem to be shaping the future of nickel over the next decade or so.
First, the decision of Panasonic company (PC)
In cooperation with Tesla Motor in January 2010 to develop next-generation Ni-based Li-
Ion batteries for electric vehicles and decisions of Toyota Motor Corporation (NYSE:TM)
The Prius v model is also equipped with Li-
The ion battery developed by Panasonic will end in summer.
So we can look forward to seeing more research on this type of battery in a few months.
While Panasonic\'s partnership with Toyota focuses mainly on producing NiMH batteries for classic Prius cars, be careful.
This may explain why Norilsk in Russia (OTCPK:NILSY)
The world\'s largest producer of nickel and nickel cathode has been prominent in the stock exchange market in the past two years (See Figure 7).
However, the situation may change over the next few years, as the use of nickel in NiMH batteries is likely to gradually replace the use of nickel in the cathode
Ion batteries, resulting in less Ni consumption overall.
Finally, Norilsk may be an interesting short film as shown above
Long term options for investing in nickel before the trend described by previosuly begins.
The use of anode materials and resources shown in Table 4 shows that if we add up carbon nanotubes, carbon nanowatts, and graphite and graphene, we will end up with 13 studies, this means that carbon is still the king of the anode \".
Still, three other trends have been identified.
The first is related to silicon (Si)
A kind of metal that is considered to store more energy than any carbon --based anode.
The second refers to the use of tin (Sn)
Recently, a metal seems to have become important in the commodity market, apparently due to its newly discovered energy storage applications.
Finally, the third involves the use of titanium (Ti).
Base anode material with at least two starts-
Ups: amprius and nexon Limited seem to be working on developing this material in order to commercialize them.
Doctor in December 2007.
Cui Yi, inventor of silicon nano wire Li-
Ion batteries say it will take five years for the battery to be commercially available.
His prediction is very accurate: on March 2010, Panasonic announced that it will launch a new rechargeable Li-
Ion batteries used in laptops for fiscal 2012.
The new battery will be equipped with the next one-
Produce material silicon in the anode and provide a capacity of 30% higher than any similar size battery.
A recent paper reviews the different options used in Li-ion batteries.
The conclusion is Sn and Si-
Base material is the best alternative to graphite and other carbon
Especially because of its high theoretical capacity.
At last year\'s second LS & M meeting, I have discussed the possibility of \"replacing standard graphite anode with silicon\", which means storing lithium ten times more than graphite \".
According to the above research, \"the price of tin is lower and processing is easier
Base material compared to Si-
Base materials may affect the future of these materials in the battery industry \".
Until recently, Sony (SNE)
Is the only choice to invest in tin orebased Li-ion batteries.
The Japanese company described its products as follows: nexelim m is the first \"to use tin-
Compared with traditional lithium, the specific capacity per volume increased by 30%ion batteries. . .
But according to the author of the above article, this battery may not be ready for prime time yet. Now Toshiba (OTCPK:TOSYY)
Provide a new battery
Carbon anode and cathode made of lithium manganese oxide mixed with nickel and cobalt.
\"Time will tell us if this battery can really be upgraded for electric-vehicles.
In the past two years or so, the prospect of tin has become very interesting.
Tin has traditionally been used mainly for \"cans and containers \".
For the first time in 2010, this industrial application was replaced by \"electrical\" uses, which clearly demonstrates the importance of tin as an energy mineral (
See the usgs, tin, 2011).
Regarding where to invest in tin, I would suggest choosing metal X Co. , Ltd (MLX:AU).
It is the largest tin producer in Autralia.
Unlike many competitors, the company has performed well in the stock market for the past 12 months or so.
The only option to invest in tin in the US is iPath Dow Jones-
Total return of AIG tinIndex ETN (JJT)
In the past 12 months, the performance has been quite good, up nearly 45% (
Although its YTD number is-5,51% ). Titanium-based Li-
Ion batteries containing ti02 in the anode have received great attention because they are better than other Li-ion batteries.
Toshiba, Japan, has been working on this chemistry for quite some time.
It announced its titanium just a few days ago. based SCiB Li-
Mitsubishi Motors has chosen ion batteries (7211:JP)
To power new models of electric vehicles, I-
MiEV and MINICAB-MiEV.
The announcement had a positive reaction to the stock price almost immediately;
It climbed from nearly $29 in June 23, 2011 to nearly $31 in June 29, 2011.
Although Mitsubishi has made it clear that Toshiba will have lower battery power.
Its I-pricing model
The driving distance of each vehicle is about 120 km kilometers instead of the standard I-
MiEV will continue to use the batteries provided by the joint venture Lithium Energy Japan for every 160 km charge (JV)
GS Yuasa Corp. Mitsubishi Motors(6674:JP)
Mitsubishi Corporation (MSBHY. PK)
There is some doubt about the future of the joint venture.
As for where to invest in titanium, Zachs seems to prefer Titanium Metals (TIE). But its 1-
The annual rate of return seems quite low (2. 782%).
In the table below, I have integrated all the investment options described above. Beyond Li-
Ion batteries on new research projects beyond Li-
Ion batteries, there seems to be little progress in lithium ion batteriesSulfur and Li-
Since I spoke at the second LS & M Conference in Las Vegas on January 2010, the air battery.
In fact, I couldn\'t find anything about Li-in a search conducted in March 16, 2011-air or Li-
After January 18, 2010, sulfur batteries are available directly on the science line.
Although this finding seems surprising, lithium
The air battery is the most promising technological development of all times, and it also reinforces the idea that progress in this field will be quite slow.
Nevertheless, it is well known that IBM has been working hard to develop these batteries since 2009 in order to commercialize them in the coming years.
Similarly, Sion Power Corporation, a private company, is already developing and manufacturing rechargeable Li-
Sulfur for portable power supply, mobile electronics and electric vehicle applications.
In Table 6, I have integrated the discussion about the possibility of actually replacing lithium with oil, which has been presented in the above introduction.
In addition to lithium, there are many products that replace lithium.
Ion and Li-Sulfur and Li-
Air batteries, such as Mg-are recently proposed in the literature-ion, Na-ion, Mg-Sulfur, Na-Sulfur, Mg-air and Na-air.
Time will tell us which batteries will eventually be put into commercial production in the next 10 years or so.
Needless to say, this new possibility will have an impact on the availability of energy mineral resources and the specific types of electric vehicles that will be popular in the decade and next.
Disclosure: I do not have a position in any of the stocks mentioned, nor do I have a plan to start any position in the next 72 hours.