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NANO ONE 2023

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tilleman 11 april 2023 11:23

In hoeverre werken Sila Nanotechnologies samen met Nano One.

nine_inch_nerd 11 april 2023 13:23

quote:
tilleman schreef op 11 april 2023 11:23:
In hoeverre werken Sila Nanotechnologies samen met Nano One.

ChatGPT says:

Sila Nanotechnologies and Nano One are two separate companies in the field of nanotechnology and energy storage, but they are not directly related to each other.

Sila Nanotechnologies is a California-based company that specializes in developing and manufacturing advanced materials for use in high-performance batteries. Their materials are designed to improve energy density, reduce costs, and increase the lifespan of batteries.

Nano One, on the other hand, is a Canadian company that focuses on developing and scaling up production of cathode materials for lithium-ion batteries. They have developed a patented process for producing high-performance cathode materials using low-cost raw materials.

While both companies operate in the same general field of nanotechnology and energy storage, they have different areas of focus and different technologies. So while they may have some similarities, they are separate entities with their own unique products and technologies.

nine_inch_nerd 11 april 2023 14:42

quote:
tilleman schreef op 11 april 2023 11:23:
In hoeverre werken Sila Nanotechnologies samen met Nano One.

Hier ook een oud artikel uit 2018:
Beide bedrijven worden behandeld, maar geen woord over samenwerking.
richmondclub.com/nano/

tilleman 11 april 2023 18:05

Ik had gelezen dat Porsche en Mercedes een contract zouden maken met Sila.
Waarschijnlijk voor de toekomst, voor over 10 jaar.

nine_inch_nerd 11 april 2023 18:18

Opvalt dat het artikel ook zegt dat:
1.Sila Nano met BMW Group samenwerkt.. En: Within eight short months, in April of this year, Sila Nano announced a USD $170 million financing led by Daimler
2.Campbell een historie heeft richting Daimler en Ford: CTO Dr. Stephen Campbell (Nano One) who was the principle scientist at Ballard Power and later the partnership between Ballard, Daimler and Ford .

De naam Ford valt hier 4 jaar geleden ook al.
Waar rook is, is....., maar nogmaals: er mag nu wel een 'break through' bericht komen!

nine_inch_nerd 11 april 2023 22:33

Ook speculatie. Ook voor mijn andere positie in Sayona Mining.

Ford To Invest $1.3B To Turn Canadian Plant Into EV Production Hub
The Ontario plant will assemble EVs and battery packs from 2025 in a new campus that will be renamed Oakville Electric Vehicle Complex.
insideevs.com/news/661826/ford-invest...

nine_inch_nerd 12 april 2023 18:24

Oud bericht (eind mrt)

Pacific Trader: Burnaby-based Nano One is sparking interest with its battery tech
www.bcbusiness.ca/Pacific-Trader-Burn...

nine_inch_nerd 17 april 2023 17:58

Ter info.

Charging ahead with cobalt-free cathodes

Monte Stewart
April 12, 2023

A Canadian company is looking to revolutionize the way some key electric-vehicle (EV) battery materials are made in hopes of reducing unethical mining processes and environmental degradation.

Vancouver-area firm Nano One has developed a chemical process, known as One Pot, amalgamating nickel, manganese, and lithium into a single crystalized product that acts as its own coating. The result is batteries that require fewer steps to make, and which feature a better life cycle and less degradation. Perhaps even more significantly, this approach eliminates the use of cobalt in the cathodes of EV lithium ion batteries and electrical storage systems.

As part of a pilot project, Nano One is converting an existing hydrothermal lithium iron phosphate cathode-materials plant in Candiac, Que., located on the Montreal’s South Shore, into one that deploys the One Pot process. The conversion is slated to be complete by the end of this year, while work continues on an adjacent plant, to be completed in 2025.

“Really, what we're trying to do is pave the way for a for a future that has much greater environmental stewardship, and much more efficient use of the limited energy resources that we have to make these materials,” Nano One founder and CEO Dan Blondal told Research Money.

The plant conversion is being funded mostly with $10 million in matching funds provided by Sustainable Development Technology Canada in February, he said. The same month, Nano One announced the completion of a cathode-development agreement, and an expanded new agreement, with an unidentified global automaker. Blondal declined to say whether the automaker produces only EVs, or is a traditional automaker producing conventional vehicles in addition to EVs.

“We're doing [the conversion] partly as a way to address [demand for] very large volumes of batteries that are projected into this decade, and then the next few decades,” he said. “To get these very large volumes of batteries, we will need many millions, if not tens of millions, of tonnes of cathode materials. Our technology resolves a major hurdle to getting the materials.”

Blondal added that the effect will be especially felt in the technology’s environmental impact, which he warns could otherwise become a fundamental objection to the large-scale adoption of batteries.

“When you start to make tens of millions of tonnes of cathode materials using incumbent processes that they use, let's say, in China and Asia, there is a tremendous waste stream associated with that,” he said. “And, by resolving the waste issues, we think we have a solution that will enable the world to ramp up to meet [the demand for] those volumes, without the unintended consequences of large waste streams and large energy and [carbon dioxide] footprints.”

As a key part of any battery, the cathode is a type of electrode, or conductor, usually a metal which is connected to a non-metallic component and allows electrons to flow through it. The cathode’s function complements that of the battery’s anode, which delivers electric current flowing in the opposite direction. This balanced flow yields a battery’s even charge.

In EV lithium ion batteries, cathodes have routinely relied on cobalt. Some 60 per cent of the global supply of this element comes from the Congo, a geopolitical hotspot which poses ethical mining and security challenges. Not surprisingly, Blondal noted, many manufacturers are trying to wean themselves off this problematic component.

Nano One’s plant under conversion not only gets rid of cobalt, but also avoids the use of nickel, another element complicating the battery supply-chains. The Candiac operation will instead use iron and phosphorous, which are more abundant and affordable.

The One Pot process reduces the number of steps in the cathode-materials production process, eliminating the output of metal sulfates and other unwanted material.

“We combine all of the [cathode-materials production] steps, really, into one,” said Blondal. “The lithium is added with the metals, the coating is added with the metals, all in one step. That's why we call it the One Pot process. So we eliminate a number of steps in the capital production, but we also are able to reach further upstream in the supply chain.”

Thus far, Nano One, a public company that trades on the Toronto Stock Exchange, has raised more than $24 million in various government grants, pending completed milestones.

Nano One acquired the Candiac plant in November 2022, through its $10.25-million (all-cash) reverse takeover of Johnson Matthey Battery Materials Ltd., which had operated the facility since 2012.

In addition to the unidentified automaker, Nano One’s partners on development agreements include Volkswagen, Euro Manganese, French high-performance materials maker Saint-Gobain, and multinational chemical giants BASF and Umicore.

According to a company spokesman, Nano One has been awarded $17 million from SDTC, including the latest $10-million contribution. Altogether, the company has accumulated $101 million, including other grants ($7 million) and equity ($77 million).

For Blondal, that amount is a far cry from $3 million Nano One accumulated in 2015, when it went public through the reverse takeover of a shell company.

“We went public [to obtain] access to capital,” he recalled. There was no private money going into batteries or materials. The [venture-capital] market completely dried up.”

He said the often complicated process was relatively easy and straightforward, because the company had the “public market DNA” already in place, in terms of the right shareholders and talent. Nano One boosted its talent level through the Johnson Matthey acquisition, which added 50 employees with 10-years of cathode-materials production experience.

“It’s probably the single-largest cathode team in North America,” said Blondal. “It’s very small by Asian standards as a team, but we were able to acquire very experienced cathode-manufacturing talent that doesn’t exist outside of that team in North America today.”

Nano now has 125 employees, assembled through organic growth, “which means hiring and training people in the [Canadian] market,” he said, citing the challenge of attracting and sufficiently compensating the best and brightest from around the world.

The company has focused on hiring young talent largely through research partnerships with universities. It currently collaborates with Burnaby, B.C.-based Simon Fraser University, specifically its 4D Labs, a materials science research institute focused on the design, development, demonstration, and delivery of advanced functional materials and nanoscale device.

Nano One has also worked extensively with the University of Montreal and partnered with the chemistry departments at the Universities of Waterloo, Toronto, Victoria, British Columbia (UBC), and Michigan.

The company has sought government funding tied to process innovation rather than fundamental research grants for new technologies, which can take 10-15 years to commercialize. Blondal is confident that Nano One will be able to access significant funding through newly established sources such as the Canada Growth Fund and the Canada Innovation Corporation, as well as the U.S. Inflation Reduction Act.

“Our timing has been excellent,” said Blondal. “I would say we're right in the sweet spot of a very fast-changing [EV battery] industry that's looking for innovation.”

researchmoneyinc.com/article/charging...

nine_inch_nerd 21 april 2023 17:02

Het is toch wel erg stil rondom Nano 1.

tilleman 21 april 2023 22:40

Volume van de aandelen ook. Wachten wachten tot een explosie. Alles of niets.

4finance 23 april 2023 15:28

quote:
tilleman schreef op 21 april 2023 22:40:
Volume van de aandelen ook. Wachten wachten tot een explosie. Alles of niets.

Het zal uiteindelijk "alles" worden. Het bedrijf is op tal van fronten heel erg druk en heel goed bezig.
Certificering trajecten kosten ook veel tijd.
Uiteindelijk zal het eindresultaat iets heel moois zijn.
Geduld is altijd lastig. Zeker bij nieuwe economie aandelen. De trajecten zijn vaak lang en door veel oorzaken ook extra lang.
Ook hier wordt de belegger op de proef gesteld. Het probleem is wel dat DAN, de CEO geen hoogvlieger is in pr.
Hier zou verstandig zijn om dat eens onder "het licht" te houden.
Ik ben van mening dat een goed en uitgekiend pr beleid de koers zal helpen.
Benieuwd of er dit jaar nog commerciële partners bekend gaan worden. Ook bij de automaker is er druk en haast.
Ons rest niets dan afwachten en zorgen dat je vol in deze aandelen zit.

Musiclover 24 april 2023 09:35

Eindelijk een uitgebreide update! We zijn er nog niet, maar er is vooruitgang:
nanoone.ca/news/news-releases/nano-on...
Er wordt gesproken over ‘ possible hundreds of millions of revenues’

tilleman 24 april 2023 11:00

Aandeel NANO in Frankfurt op + 10%

4finance 24 april 2023 11:10

quote:
tilleman schreef op 24 april 2023 11:00:
Aandeel NANO in Frankfurt op + 10%

Dat zegt niet zoveel. Als iemand "wat" aandelen wil kopen, kan de koers met kleine aantallen in de bied vreemd oplopen.
Hopelijk blijven we deze week boven de €2,00
Met de NANO pr update van vandaag kunnen we wel concluderen dat de toekomst er mooi uit ziet.

nine_inch_nerd 24 april 2023 14:28

quote:
tilleman schreef op 24 april 2023 11:00:
Aandeel NANO in Frankfurt op + 10%

Geeft een sentiment en indicatie weer.
Kijken om 15:30u wat US/CAN doet.
Maar we weten wat op korte termijn met Nano gebeurt. Hopelijk krijgen we nu eens een nieuwe top...
Wordt vervolgd.

nine_inch_nerd 24 april 2023 17:08

quote:
nine_inch_nerd schreef op 24 april 2023 14:28:
[...]

Geeft een sentiment en indicatie weer.
Kijken om 15:30u wat US/CAN doet.
Maar we weten wat op korte termijn met Nano gebeurt. Hopelijk krijgen we nu eens een nieuwe top...
Wordt vervolgd.

Canada zweeft rond de 6%.

Op twitter net ook het persbericht met een leuk filmpje erbij!
twitter.com/NanoOne_NANO/status/16505...

Persoonlijk vind ik het nog steeds niet concrete feiten. Het is nog altijd communicatie met plannen, vooruitzichten en open deuren.
Ik had voor de korte termijn toch nu wel een of meerdere contracten willen zien.
Dit zou ook voor de aandeelhouders prettig en een houvast geven.
Tevens zou het afsluiten van contracten er voor zorgen dat er meer geld binnen vloeit via die wegen (net zoals RIO nu al een kleine bijdrage doet).

Dus, veel van hetzelfde en heel veel onofficiële communicaties.

En kom me aub niet met een de reply, we moeten veeeeeeeel geduld hebben en het komt en het wordt dé klapper.
Die wazige voorspellingen kennen we nu ook al en weet ik ook...
We hebben al lang geduld.

-lol- :) :)

Musiclover 24 april 2023 17:44

quote:
nine_inch_nerd schreef op 24 april 2023 17:08:
[...]

Canada zweeft rond de 6%.

Op twitter net ook het persbericht met een leuk filmpje erbij!
twitter.com/NanoOne_NANO/status/16505...

Persoonlijk vind ik het nog steeds niet concrete feiten. Het is nog altijd communicatie met plannen, vooruitzichten en open deuren.
Ik had voor de korte termijn toch nu wel een of meerdere contracten willen zien.
Dit zou ook voor de aandeelhouders prettig en een houvast geven.
Tevens zou het afsluiten van contracten er voor zorgen dat er meer geld binnen vloeit via die wegen (net zoals RIO nu al een kleine bijdrage doet).

Dus, veel van hetzelfde en heel veel onofficiële communicaties.

En kom me aub niet met een de reply, we moeten veeeeeeeel geduld hebben en het komt en het wordt dé klapper.
Die wazige voorspellingen kennen we nu ook al en weet ik ook...
We hebben al lang geduld.

-lol- :) :)

Je hebt absoluut gelijk. En ik hoop dat NANO dit soort berichten niet stuurt als een soort van zoethoudertje. Het is pas echt concreet als er substantiële deals zijn gesloten of bekend worden gemaakt. Maar ik heb het als positief gelezen. ‘ hundreds of millions of dollars’ geeft een indicatie dat er hoge verwachtingen zijn, zo’n bedrag verzin je niet m.i. Alleen, en daar zijn we weer, hoelang gaat het allemaal duren en blijft de koers goed liggen. In dat opzicht is er niets veranderd helaas.

nine_inch_nerd 24 april 2023 19:14

Ter info

www.proactiveinvestors.ca/companies/n...

Nano One Materials updates on plans for commercializing its cathode active materials
08:10 Mon 24 Apr 2023
Jon Hopkins

Nano One Materials Corp (TSX:NANO, OTC:NNOMF) has updated investors on its plans for commercializing its lithium iron phosphate (LFP), nickel-rich (NMC), and manganese-rich (LNMO) cathode active materials (CAM), including plans for piloting and commercialization.

In a statement, Nano One CEO Dan Blondal commented: "Cathode materials are the most expensive and strategically important part of the battery because of the critical mineral and raw material inputs, and the related processes to combine them. We must develop and commercialize new processes to become masters of our own supply chains and to avoid the pitfalls of entrenched and outdated processes in use today.

"Contrary to emerging narratives, a secure and reliable LFP supply chain can be built entirely within the context of North America, and it is incumbent on governments to incentivize short, medium, and long-term investment in the development of large-scale domestic cathode production."

Nano One aims to become a master of its own supply chains by developing and commercializing new processes to address security of supply, environmental stewardship, and responsible raw material sourcing. The company also aims to capture a meaningful portion of large emerging CAM markets in North America, Europe and the Indo-Pacific region.

Nano One is retrofitting its newly acquired Candiac facility in Québec with its One-Pot reactors and technology, which will be commissioned at 200 tons per annum in Q3 2023, ramping up to as much as 2,000 tons per annum.

Nickel and manganese-based cathode materials play an equally important role in Nano One's growth strategy, and the company is applying its technologies and collaborating with multiple strategic partners to address the need for greater supply chain security, cost reductions, and environmental protection.

The company also has engineering work underway for a separate 100-tonne per annum NMC and LNMO pilot facility. Nano One will send product from piloting to partners and potential customers for validation, qualification, offtake, and possibly first revenues, and will also inform the design, construction, and operation of its LFP Commercial Demo Plant.

The pilot and the demo plant will be launch pads for evaluation, training, offtake, production, first revenues, and rapid growth to meet the needs of its collaborators, partners, and growing list of potential customers.

Nano One intends to build the Commercial Demo Plant adjacent to the existing Pilot facility, subject to engineering results and available utilities.

nine_inch_nerd 24 april 2023 19:22

Met interview video
www.proactiveinvestors.ca/companies/n...

Nano One Materials Corp (TSX:NANO, OTC:NNOMF) COO Alex Holmes joined Steve Darling from Proactive to share news the company has provided and update on the company’s progress towards commercialization plans for lithium iron phosphate cathode active materials. Holmes telling Proactive the company is reporting the retrofit of its newly acquired Candiac facility in Québec is going well and it will be commissioned initially at 200 tons per annum in Q3 2023, ramping up to as much as 2,000 tons per year. The 200tpa by Q3 qualified material will be sent to partners for validation that will hopefully lead to offtakes. The company also says engineering plans underway for optimal design for Commercial Demo on land next door.

nine_inch_nerd 24 april 2023 19:32

Link met PowerCo (van VW) wordt gemaakt.
Kennis of aanname en te voorbarig?

New Mobility Report: Volkswagen-Tochter konkretisiert Batteriepläne für Kanada; Nano One (LBMB) treibt LFP-Pläne vor an

(shareribs.com) Wolfsburg / Vancouver 24.04.2023 - Die Volkswagen-Tochter PowerCo hat ihre Pläne für eine Batteriefabrik in Kanada konkretisiert. Das Werk soll 3.000 Mitarbeiter beschäftigen. Nano One treibt die Planungen für die wichtigen LFP-Batterien mit Nachdruck voran.

Die Volkswagen-Tochter PowerCo hat jetzt die Pläne für die Batteriefabrik in St. Thomas konkretisiert. Bis 2030 sollen insgesamt 4,8 Milliarden Euro in das Werk investiert werden. Die Grundsteinlegung ist für das kommende Jahr geplant, der Produktionsstart für 2027.

Wie das Unternehmen weiter mitteilte, wird die geplante Kapazität bei 90 GWh pro Jahr liegen. Wie hoch die Anfangskapazität sein wird, wurde nicht bekannt gegeben. Die Kapazität von 90 GWh soll für eine Million Fahrzeuge ausreichen. Der derzeit in den USA gebaute ID.4 hat eine Batteriekapazität von 82 kWh, der kommende ID.7 Pro S 91 kWh. Außerdem will Volkswagen in den USA die Marke Scout wiederbeleben, die eigenständige allradgetriebene Geländewagen entwickeln soll.

Das Werk in Kanada ist für die Umsetzung der Pläne von Volkswagen auf dem US-Markt von großer Bedeutung. Mit dem Inflation Reduction Act will Washington eine eigene Lieferkette für Batterien in Nordamerika aufbauen. Gleichzeitig soll die Abhängigkeit von China reduziert werden, weshalb in einigen Jahren nur noch Fahrzeuge förderfähig sein werden, die ohne chinesische Rohstoffe und Materialien auskommen.

Nano One treibt LFP-Pläne voran

Die Profiteer-Empfehlung Nano One Materials hat am 24. April seine nächsten Schritte im Bereich der Kommerzialisierung von LFP-Kathodenmaterialien, aber auch zu anderen Kathodenmaterialien dargelegt. CEO Dan Blondal sagte, dass Kathodenmaterialien der teuerste und strategisch wichtigste Teil von Batterien" seien. Die Entwicklung und Kommerzialisierung neuer Prozesse sei entscheidend, um die eigene Lieferkette zu beherrschen und die Fallstricke veralteter Verfahren zu vermeiden.

Die Anlage in Candiac, Quebec, wird derzeit umgebaut und mit One-Pot-Reaktoren und -Technologien ausgestattet. Im dritten Quartal 2023 soll die Anlage mit einer Kapazität von 200 Tonnen pro Jahr in Betrieb gehen. Ein Ausbau auf 2.000 Tonnen pro Jahr ist geplant.

Die Markteinführung von LFP-Kathodenmaterialien ist zunächst in Nordamerika geplant, später sollen Europa und Asien folgen.

Für die Kommerzialisierung wird neben der Pilotanlage eine kommerzielle Demonstrationsanlage errichtet. Hier soll eine einzelne Produktionslinie eine Kapazität von 10.000 Tonnen pro Jahr haben. Eine detaillierte technische Studie wird derzeit erstellt. Nano One geht davon aus, dass in der Demonstrationsanlage insgesamt drei Produktionslinien entstehen könnten, die dem Unternehmen in den ersten Jahren des kommerziellen Betriebs Einnahmen im dreistelligen Millionenbereich sichern könnten. Die Anlage soll auch als Blaupause für zukünftige Anlagen dienen, die dann Planungskapazitäten von 50.000 bis 100.000 Tonnen pro Jahr erreichen sollen.

Um die Grundlage für diese Entwicklung zu schaffen, wird sich Nano One in Zukunft darauf konzentrieren, eine zu 100 % nordamerikanische Lieferkette sicherzustellen. Darüber hinaus soll die Abnahme von kleinen und mittleren LFP-Kunden sichergestellt werden. Zur weiteren Projektfinanzierung werden Gespräche mit Kunden und strategischen Investoren geführt. Des Weiteren laufen die Genehmigungsverfahren und die Planung der Inbetriebnahme.

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