Could TON supply graphite to Samsung?

Could we see TON supplying graphite to Samsung in the near future? If going by reports, Brad is visiting Korea, who would he be visiting in Korea I wonder? What company is BIG in batteries in Korea?.......Samsung would be my guess

Below are some recent articles on Samsung, worth the time to read over the weekend.

Sit back and relax......We are about to see an avalanche of news over the coming 12 months

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A question for you all......Where will Samsung get the extra graphite to supply its future business plan!!

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It's all about the end game


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Samsung SDI to supply more batteries to Tesla
Posted : 2015-02-08 16:50

Tesla Motors and Samsung SDI are in talks over whether to expand their partnership in batteries for electric cars, industry officials said Sunday.

"With Tesla seeking to diversify its battery sourcing channels beyond its key partner Panasonic, Samsung SDI will have greater room to supply more electric vehicle (EV) batteries to Tesla," said an official who declined to be named.

Samsung SDI is expected to account for about 8 percent of Tesla battery demand this year, worth 36 billion won. It expects to raise that portion to 40 percent in 2016, with sales to the American company rising to 254 billion won.

"From next year to 2018, Samsung SDI may handle 40 percent of Tesla demand," said another source directly involved with the issue.

Samsung SDI said nothing has been decided.

Samsung SDI's target for EV batteries is considered as rather aggressive. But optimists say EVs remain economically-viable with gas at $2 per gallon.

Even with plunging oil prices, analysts say the economics for EVs is well supported as they are still at parity with conventional vehicles after 5 years of ownership at the current gas price level.

Tesla CEO Elon Musk expects to sell "a few million EVs a year by 2025. The company will soon start building two new factories, one each in Europe and Asia.

To that extent, Tesla needs additional battery partners.

"We expect more development from Tesla's Gigafactory planned for 2020. Some of the battery demand within the project could be allocated to different partners, for which we believe Samsung SDI remains well positioned on the basis of both technology and capacity," said Mark Newman at Bernstein Research.

"For Samsung SDI, a meaningful development in regard to partnership with Tesla would first help sentiment in terms of earnings impact," he said.

Research firm Navigant Research said 2014 global EV sales were estimated at 2.7 million, accounting for 3.3% of global light vehicle sales for the year.

Samsung SDI's share of the EV battery market stood at around 7.2 percent last year, driven mostly by the strong performance of the BMW i3.

http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html


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Samsung SDI, China's Sungrow plan venture for energy storage systems

South Korea's Samsung SDI Co Ltd said it has signed a preliminary deal with China's Sungrow Power Supply Co Ltd to form a joint venture to make energy storage systems in China.

The companies plan to build a production facility by next year, the statement said. Samsung SDI, a maker of electronics components, did not disclose how large the joint investment will be and said the location has not been decided.

Samsung SDI and other electric vehicle battery makers are increasingly betting on energy storage systems to hedge their bets as the market for electric vehicle batteries has lagged expectations. ​

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Green Charge Networks Signs Lithium-Ion Battery Supply Agreement with Samsung SDI

SANTA CLARA, Calif., Sept. 30, 2014 /PRNewswire/ -- Clean tech market leaders Green Charge Networks and Samsung SDI today announced the signing of a strategic supply agreement to deliver as much as 25 megawatt-hours (MWh) of lithium-ion batteries over the next two years. The agreement guarantees Green Charge has adequate supply of batteries as it seeks to expand its leading position in the growing market for intelligent energy storage.

Samsung SDI is the leading manufacturer of lithium-ion batteries for stationary energy storage, electric vehicles, and consumer electronics. In February 2014, Samsung SDI announced an investment of $600 million to build China's largest automotive lithium-ion battery manufacturing plant in Shaanxi province.

The plant will begin operation in October 2015 with an annual capacity of enabling battery supply for over 40,000 EVs. Samsung SDI formed the strategic alliance with Green Charge as it has emerged as the leading solution in distributed energy storage with a fast growing list of brand name customers.

The GreenStation^TM software-driven energy storage systems are installed and operating at commercial businesses, cities, and schools from coast to coast. After more than a year of technical collaboration, Green Charge chose Samsung SDI as its primary source for lithium-ion due to its safety, quality standards, and 10-year warranty. In addition to scale, Samsung SDI has met the highest level of performance and reliability demanded by Green Charge's customers. By agreeing to purchase as much as 25 MWh of batteries from Samsung, Green Charge assures itself access to safe and reliable lithium-ion batteries to expand its market-leading position. Samsung SDI, in turn, benefits by gaining access to the growing mid-tier U.S. energy storage market.

"Green Charge's partnership with Samsung affirms our commitment to using the best technology to deliver exceptional results to our customers," said Vic Shao, CEO at Green Charge Networks. "Our customers count on us to use safe, reliable, and robust battery technology. This partnership solidifies the quality and value of the GreenStation platform."

"Distributed energy storage will follow the same growth trajectory as distributed solar in the years to come," said Woo-chan Kim, SVP of Samsung SDI. "We are pleased to partner with Green Charge as it has developed one of the most advanced and software-driven energy storage solutions. This partnership will vastly accelerate deployment in the emerging battery storage market in America and beyond."

About Samsung SDI
Having entered the secondary Li-ion battery business in 2000, Samsung SDI has developed and grown into a market leader. Li-ion battery manufacturing now serves as one of Samsung SDI's core businesses as it seeks to restructure its business portfolio from electronic display products to eco-friendly energy solutions, thereby writing another chapter of our industrial history in the energy sector. The secondary lithium-ion batteries manufactured by Samsung SDI are rapidly expanding their applications from digital mobile devices such as cell phones and laptops to electric vehicles such as xEV and Energy Storage System (ESS). Our employees are sparing no effort to further develop new and innovative technologies and products and to expand our presence into untapped markets. For more information, visit http://www.samsungsdi.com/main.

About Green Charge Networks, LLC (Green Charge)
Founded in 2009, Green Charge Networks is a leader in intelligent customer-sited energy storage. The company gives commercial and industrial businesses, municipalities, and schools control of rising demand rates on their monthly electric bills. Green Charge's product complements solar PV, electric vehicle charging, and energy efficiency. The GreenStation^TM was developed in partnership with leading utilities and Fortune 500 customers from coast to coast. K Road DG is the lead investor in Green Charge, with a $56M investment announced in July 2014. Green Charge is headquartered in Santa Clara, CA, with offices in New York City. For more information, visit www.GreenCharge.Net.

http://www.prnewswire.com/news-rele...ply-agreement-with-samsung-sdi-277598671.html