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LCA finds EMN high-purity manganese products have lower carbon footprint than incumbent industry

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Highlights of the results include: The GWP of HPEMM produced at Chvaletice, using 100% renewable power, is 64% lower than the estimated GWP of HPEMM produced by the incumbent industry. HPMSM produced via EMM dissolution has a carbon footprint 59% lower at Chvaletice compared to HPMSM produced in China.

Carbon 243
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BNEF: steel industry set to pivot to hydrogen in green push; additional $278B for clean capacity and retrofits

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Steel is responsible for around 7% of man-made greenhouse gas emissions every year and is one of the world’s most polluting industries. Government and corporate net-zero commitments are pushing the steel industry to cancel out its emissions by 2050. The steel industry cannot afford to wait for the 2040s to start its transition.

Hydrogen 221
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GlobalData: Global coal production set to grow to 2022, despite major players scaling down capacities

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These include China’s Yanzhou Coal, which has disposed of five coal projects in the last five years, and Nacco Industries, POSCO, CNX Resources who have collectively scaled back their coal assets by almost 50%. Rio Tinto, BHP and Vale have also sold almost all of their coal assets with the former completely exiting coal production.

Coal 321
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IRENA: diversifying critical material supply chains minimizes geopolitical risks

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Australia (lithium), China (graphite, rare earths), Chile (copper and lithium), the Democratic Republic of Congo (cobalt), Indonesia (nickel) and South Africa (platinum, iridium) are the dominant players. As a result, the industry is highly concentrated, with few controlling a significant portion of global production and trade.

Supplies 195
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Veolia launches largest project to produce bio-methanol from pulp mill waste

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Veolia has been a major supplier to the pulp and paper industry since the 1960s for HPD black liquor evaporation systems. Since then, Veolia has more than 450 installations worldwide for mills in Brazil, Indonesia, China, Japan, Australia, South Africa and several European countries.

Waste 403
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Vanadium Recovery Project targeting significant increase in vanadium production in Europe with low emissions

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Currently, approximately 75% of global vanadium supply is sourced from China, South Africa, and Russia. We see a lot of parallels on where the vanadium industry is now versus where the lithium industry was 10 years ago. We believe that in the next 10 years vanadium will be the ‘new lithium’.

Europe 243
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BloombergNEF: battery metals rebounding; by 2030, annual Li-ion battery demand to pass 2TWh

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China controls the battery chemical industry, with the biggest market share for all of the five main battery materials: lithium, nickel, manganese, cobalt and graphite. Domestic demand in China was relatively low as some automakers shift to LFP chemistries. The market has recovered strongly from the impact of Covid-19.

Li-ion 300