BEPA Weekly Digest- October

04 November 2024

4 October

Reports

• Critical materials: Batteries for electric vehicles by International Renewable Energy Agency (IRENA): Overview | LinkedIn. Link—> Critical materials: Batteries for electric vehicles (irena.org)
• State of Energy Policy 2024 by International Energy Agency (IEA): Posts | LinkedIn. Link—> State of Energy Policy 2024 – Analysis – IEA 

Opinion 

• Northvolt’s crunch is Europe’s battery industry crisis. Link—> Northvolt’s crunch is Europe’s battery industry crisis – IO (innovationorigins.com) 
•  Eco-nomics: A green industrial policy for the next European Commission. Link—>Eco-nomics: A green industrial policy for the next European Commission | ECFR (ampproject.org) 
•  EV Batteries With Nickel Get Boost in China After Prices Retreat. Link—> EV Batteries With Nickel Get Boost in China After Prices Retreat – BNN Bloomberg 
•  Europe’s automotive industry calls for a delay of the 2025 CO2 targets. Link—> Europe’s automotive industry calls for a delay of the 2025 CO2 targets (Industry update) – Rho Motion 

From the lab 

• Direct Recycling at the Material Level: Unravelling Challenges and Opportunities through a Case Study by Maike Gnutzmann | LinkedIn et al.Link—>Direct Recycling at the Material Level: Unravelling Challenges and Opportunities through a Case Study on Spent Ni‐Rich Layered Oxide‐Based Cathodes (Adv. Energy Mater. 36/2024) – Gnutzmann – 2024 – Advanced Energy Materials – Wiley Online Library 
•  LG Chem Finds Key to Suppressing Thermal Runaway in Batteries. Link—>News Room | PR Center | Company | LG Chem 

Members news 

• Manz AG: Posts | LinkedIn, GROB-WERKE, and Dürr are entering into a unique European partnership in the field of production technology for lithium-ion batteries +  stefano saguatti | LinkedIn. Link—>Manz, GROB-WERKE, and Dürr entering into unique partnership | Manz AG 
•  New direction for the partnership between Stellantis and Orano: Overview | LinkedIn in battery recycling. Link—>New direction for the partnership between Stellantis and Orano in battery recycling 

Videos  

•  From China to Global: Insights from battery industry veteran Bob Galyen. Link—> (1) From China to Global: Insights from battery industry veteran Bob Galyen (youtube.com)From China to Global: Insights from battery industry veteran Bob Galyen (youtube.com) 

 

11 October 

Future Plans

• MEPs reject cuts to research and innovation. Link—>MEPs reject cuts to research and innovation | Science|Business (sciencebusiness.net) 
• LG Energy Solution Unveils Corporate Vision, Announces Mid-to-Long-Term Business Strategies. Link—> Press Release | Media | LG (lgcorp.com)
   Nine actions to boost the EU chemical industry’s innovation leadership. Link—>Nine actions to boost the EU chemical industry’s innovation leadership – cefic.org 

New Investments 

•  KIT opens world’s first ‘agile’ battery cell production facility (in German). Link—> KIT – Das KIT – Medien – Presseinformationen – PI 2024 – Weltweit erste agile Batteriezellfertigung eröffnet 
•  Spain grants $146 million subsidy to Stellantis for potential EV battery plant. Link—>Spain grants $146 million subsidy to Stellantis for potential EV battery plant | Reuters
• Rio Tinto to acquire Arcadium Lithium. Link—>Rio Tinto to acquire Arcadium Lithium 

Reports 

• European LFP recycling is vital for the future but facing economic barriers: LME Week. Link—> European LFP recycling vital for future but facing economic barriers: LME Week – Fastmarkets
• How batteries will drive the zero-emission truck transition. Link—> How batteries drive the zero-emission truck transition | McKinsey 

Video

• Australia’s Role in the Battery Supply Chain: Challenges & Future by (1) Battery Associates: Posts | LinkedIn. Link—> https://www.youtube.com/watch?v=vR55ov3NvQQ

 

18 October

Directions for Europe
 

• Study on clean energy R&I opportunities to ensure European energy security by RAND Europe et al. Link—>Study on clean energy R&I opportunities to ensure European energy security by targeting challenges of distinct energy value chains for 2030 and beyond – Publications Office of the EU (europa.eu) 
•  “Align, act, accelerate”: The report from the Commission’s advisory group led by https://www.linkedin.com/in/manuel-heitor-manuel-heitor-ba373036/ on the next Framework Programme for research and innovation. Link—> Align, act, accelerate – Publications Office of the EU (europa.eu)
•  10 recommendations for EU competitiveness and Strategic Autonomy by https://www.linkedin.com/company/eera-the-european-energy-research-alliance/posts/?feedView=all. Link—>index.php (eera-set.eu)
• A wake-up call for a powerful Clean Industrial Deal. Link—> The global net-zero industrial race is on | Strategic Perspectives 

Reports 

•  World Energy Outlook 2024 by https://www.linkedin.com/company/international-energy-agency/posts/?feedView=all. Link—>World Energy Outlook 2024 – Analysis – IEA 
•  Canada’s Strategic Approach to Battery Innovation. Link—Strategic Approach to Battery Innovation (canada.ca)
• Europe’s economic potential in the shift to electric vehicles. Link—>Europe’s economic potential in the shift to electric vehicles | McKinsey 

Studies 

• A bottom-up framework to investigate environmental and techno-economic aspects of lithium-ion batteries: A case study of conventional vs. pre-lithiated lithium-ion battery cells by https://www.linkedin.com/in/sina-orangi-356143194/ et al. Link—>https://www.sciencedirect.com/science/article/pii/S0959652624033833
• Are automakers overcharging consumers for electric vehicle batteries? By https://www.linkedin.com/in/rubal-dua-a2b0751a/ et al.Link—>Are automakers overcharging consumers for electric vehicle batteries? – ScienceDirect 

New Technologies 

•  Dürr presents its latest innovation in simultaneous two-sided coating technology Link—>Introducing the GigaCoater™: Elevating efficiency in battery electrode production – Dürr (durr.com) 
•  Prologium unveils its 100% silicon composite anode. Link—>ProLogium to Debut World’s First 100% Silicon Composite Anode at the 2024 Paris Motor Show – ProLogium Technology Co., Ltd 

25 October

Reports & Insights 

• Mastering Ramp-up of Battery Production by Fraunhofer Research Institution for Battery Cell Production FFB: Posts | LinkedIn. Link—>Whitepaper_Mastering Ramp-up of Battery Production.pdf 
•  Europe’s Shift to EVs Amid Intensifying Global Competition by International Monetary Fund: Overview | LinkedIn. Link—>Europe’s Shift to EVs Amid Intensifying Global Competition
• Constructing a ranking of critical materials for the global energy transition by International Renewable Energy Agency (IRENA): Overview | LinkedIn. Link—> Constructing a ranking of critical materials for the global energy transition 
•  Why Direct Lithium Extraction Needs a New Approach by David Snydacker | LinkedIn. Link—>Why Direct Lithium Extraction Needs a New Approach: The Limits of Conventional Adsorbents 

News  

• Winning projects of the 2023 call for Innovation Fund are out: EU invests €4.8 billion in 85 projects. Link—>€4.8 billion in innovative in net-zero projects 
•  BASQUEVOLT to start delivering the first cells to global automotive and aviation players. Link—>BASQUEVOLT to start delivering the first cells to global automotive and aviation players
• ACC to consider new battery chemistry, and calls for more public subsidies. Link—>ACC boss says considering new battery chemistry, wants more subsidies – Best Magazine 

Studies 

• New study estimates between 5 and 19 million tons of lithium reserves are located beneath southwestern Arkansas. Link—>Unlocking Arkansas’ Hidden Treasure: USGS Uses Machine Learning to Show Large Lithium Potential in the Smackover Formation | U.S. Geological Survey
•  Autonomous Battery Optimization by Deploying Distributed Experiments and Simulations. Link—>Autonomous Battery Optimization by Deploying Distributed Experiments and Simulations – Vogler – Advanced Energy Materials – Wiley Online Library 

Podcast  

• Is There Really an EV Slowdown? With Colin McKerracher | LinkedIn. Link—>Is There Really an EV Slowdown? Ep182: Colin McKerracher

31 October

Reports & Insights
 

• Analysis of novel EV battery technologies, with a focus on tech transfer and commercialization. Link—> Analysis of novel EV battery technologies, with a focus on tech transfer and commercialisation – Publications Office of the EU 
•  Energy Technology Perspectives 2024 by International Energy Agency (IEA): Posts | LinkedIn. Link—>Energy Technology Perspectives 2024 – Analysis – IEA
• Forging a Post-Carbon Industry Insights from Asia Institut Montaigne: Overview | LinkedIn. Link—>Forging a Post-Carbon Industry: Insights from Asia | Institut Montaigne 
•   Circular battery design: investing in sustainability and profitability by Guinevere Giffin | LinkedIn et al. Link—>Circular battery design: investing in sustainability and profitability – Energy & Environmental Science (RSC Publishing) 

Members News  

•  Excillum: Overview | LinkedIn wins E-Mobility Process Innovation award. Link—>Excillum wins E-Mobility Process Innovation award – Excillum
   

Industry Developments 

•  Lilium officially files for insolvency. Link—>Lilium Board approves application for self-administration of German subsidiaries – Lilium 
• Eramet and Suez suspend plans for battery recycling in France. Link—>Eramet and Suez suspend plans for battery recycling in France – electrive.com
• Svolt confirms it will end operations in Europe. Link—>Chinese battery maker Svolt confirms it will end operations in Europe – CnEVPost 

Media 

• (In German) Prof. Fichtner & Prof. Heimes: Förderstopp Batterieforschung. Link—>Prof. Fichtner & Prof. Heimes: Förderstopp Batterieforschung | Geladen Podcast