CRR (ASX) General discussion

Originally posted by Yellowbunny: ↑

FYI,

The future, no doubt, the good news 5 to 10 times the amount of lithium required for the same battery pack.

SOLID STATE BATTERY DRAWBACKS AND ROADBLOCKS

All of that sounds great, and it's no wonder there are dozens of startups working on bringing solid-state batteries to market, many with big funding from major OEMs and optimistic projections of product launches by 2025. That may be optimistic, though. Let's look at some of the roadblocks.

Materials Shortages

Although the internal constituents of batteries vary based on construction, lithium is a key factor in most. Globally, lithium prices have tripled in the past year alone, and that's despite global lithium production tripling in just the past five years. There is, quite simply, a global shortage of the stuff.

The problem is that solid-state batteries could actually use even more lithium than today's lithium-ion packs. Remember those higher-density anodes mentioned above? They'll likely be made of pure lithium metal. "Now, lithium metal can increase the specific energy of your battery by up to three times but it comes as pure lithium, which means the lithium intensity is also increased," McNulty said, noting this will exacerbate the lithium shortage.

"It's going to be between five and 10 times the amount of lithium for the same battery," said Dr. Jordan Lindsay, research and innovation manager at Minviro, a U.K. consulting firm that quantifies the environmental impacts of raw material production. "So, if you can nail recycling for that, cool. But if not, we're already projecting difficulties with supply chains for normal lithium-ion, so I have no idea how we resource solid-state."

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Yeah the Li Metals primary anode is solid lithium so that helps and the added weight of Lithium in the Solid states is definitely a bonus. I personally think the market is walking into a shit storm that is playing into some big players hands.
The Albernarle announcement's are a slight shift to NA lithium and a consolidation of its Aus lithium. Which is not necessarily a bad sign for NA developers.
“The actions we are taking allow us to advance near-term growth and preserve future opportunities as we navigate the dynamics of our key end-markets,” chief executive Kent Masters said in the statement. “The long-term fundamentals for our business are strong and we remain committed to operating in a safe and sustainable manner.” 
The US-based lithium producer noted it would finish the commissioning of several lithium refineries in China and Australia, which are almost fully built. The company also said it would focused on securing the necessary permits to reopen its Kings Mountain lithium mine in North Carolina.
The asset contains one of the few known hard rock lithium deposits in the US. According to Albemarle, the operation would feed sufficient material for 50 kt LCE of conversion capacity and support the manufacturing about 1.2 million electric vehicles a year initially.

The Blue Solutions and Li Metals partnership is apparently looking to build a plant, and since have offices in Canada, seems the general consensus is that it will be there.

It seems they are also in the market for supply of Lithium and apparently that is another reason as to why Canada is a great choice to them.

So they are keen on some spodumene. Obviously there are more advanced explorers/developers in Canada and larger recourses as well. So definitely not investment advice but definitely found in interesting.

And More mention from Blue Solutions towards Canada.

And there even some talk about how sustainable they would try and be about creating a battery recycling ecosystem up there as well, which got me back onto Anthony Tse with his connections to Li-Cycle as well.

Anyway, could all be a wild goose chase but found some of the connections interesting.

GLTAH.