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Benchmark: battery demand for manganese set to increase 8-fold this decade

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General Motors has invested in Element25 ( earlier post ), which is building a manganese refinery in Louisiana, and this month also backed Mitra Chem, a Silicon Valley company which is developing lithium manganese iron phosphate (LMFP) cathodes ( earlier post ). —Jess Roberts, Benchmark’s Head of Forecasting

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DOE awarding $1.6B to 11 battery materials separation and processing projects as part of $2.8B funding

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billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. It will produce enough material to supply more than 250,000 electric vehicles annually. Of that, $1.6

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NOAA Forecast Predicts Large Dead Zone for Gulf of Mexico this Summer

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A team of NOAA-supported scientists from the Louisiana Universities Marine Consortium, Louisiana State University, and the University of Michigan is forecasting that the “dead zone” off the coast of Louisiana and Texas in the Gulf of Mexico this summer could be one of the largest on record.

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Tesla agrees to purchase majority of battery-ready graphite from US facility

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Tesla will be purchasing most of the battery-ready graphite that would be produced at a planned facility in Louisiana. As noted in a Bloomberg report, Melbourne-based Syrah Resources Ltd would be supplying Tesla with graphite anode material for an initial period of four years.

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Ford sources battery capacity and raw materials for 600K EV annual run rate by late 2023, 2M by end of 2026; adding LFP

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Ford expects a compound annual growth rate for EVs to exceed 90% through 2026, more than double forecasted global industry growth. Ford and CATL—the world’s largest battery producer—have signed a separate non-binding MOU to explore a cooperation for supplying batteries in Ford’s markets across China, Europe and North America.

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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

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The tight supply/demand situation for graphite electrodes is expected to persist for much longer than many market observers expect. Roskill forecasts that global sales of EVs and hybrid vehicles will increase rapidly in the coming years and could account for 69% of all motor vehicle sales by 2027.

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Dead Zone in Gulf of Mexico Is Smaller Than Expected, But Severe

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This year’s Gulf of Mexico dead zone is smaller than forecasted, measuring 3,000 square miles. Earlier this summer, forecast models developed by Dr. Earlier this summer, forecast models developed by Dr. R. Deadzone on July 27, 2009. Credit: LUMCON. Click to enlarge. Earlier post.) billion annually.

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