Battery Metals
This game-changing big ‘brick toaster’ battery is now on the market
Zero-carbon industrial heat company Rondo Energy has launched two commercial models of its Rondo Heat Battery, which uses electric heating elements, like in a toaster or oven, to turn clean power into high-temperature heat. Rondo says its heat battery is a drop-in replacement for fossil-fired boilers.
The Rondo Heat Battery captures intermittent electricity from solar and wind, stores the energy from that electricity as high-temperature heat in brick materials, and delivers the stored energy on demand as high-temperature heat and/or electricity.
The battery, which is made only of brick and iron, charges in as little as four hours and stores heat energy at temperatures up to 1500C for hours or days, delivering zero-carbon heat for such processes as steel, cement, chemical manufacturing, and low-temperature food processing.
Rondo, which is is backed by Bill Gates-founded Breakthrough Energy Ventures and utility-backed Energy Impact Partners, says its Heat Batteries maintain continuous output power (95% annual capacity factor) while operating on input power as low as 15% capacity factor (four hours a day). It also asserts that a single RHB300 eliminates more than 40,000 tons of CO2 per year – more than is eliminated by 8,700 electric vehicles.
Replacing just the industrial heat used today in California with RHB zero-carbon heat would eliminate five times more CO2 than all of the EVs on the road in the US today – 13.6 million EVs.
Carmichael Roberts, Breakthrough Energy Ventures, said:
The Rondo Heat Battery could prove critical to eliminating emissions, and its commercial availability will help companies turn to its zero carbon heat for their processes.
The Rondo Heat Battery will help companies in industries such as cement, fuels, food and water desalination to begin leveraging the falling costs of renewables without modifying their facilities.
The Oakland-based company says that the battery’s models now available, the RHB100 and RHB300, are fully automatic, charge intermittently either from local wind or solar facilities or from the grid, and deliver heat on demand 24 hours a day.
Rondo is manufacturing its batteries at its facilities in California and has begun commercial deliveries.
Nio flicks the switch on first battery swap station in Sweden
Nio, one of the most well-known EV manufacturers in China, is ramping up its presence in parts of Europe.
The company has just opened its first EV battery swap station in Sweden as it prepares to launch in various European markets before the end of the year. This was shared on Nio’s Sweden’s Linkedin page and was also reported by cnevpost.
Nio delivered its first EVs to Sweden last week followed by the opening of its first battery swap station in the country. The site is near the locality of Varberg. The site is found next to a highway that runs between Gothenburg and Malmö in the southwest of Sweden.
At the opening, the audience was seen closer to the ground seeing the battery swap process being undertaken on a Nio ET7 model.
Nio calls the battery swap technology to be very similar to refuelling when it comes to the time taken for the EV to have a low-charge pack swapped with a fully charged battery.
The company’s head of Nio Power division, Kajsa Ivansson-Sogne described the process to the visiting public as:
“With battery swap stations, NIO makes powering up an electric vehicle as fast as refuelling a conventional fuel car”
The whole process has previously been seen to take under 7 minutes at Nio’s other European stations, like those found in Norway.
In the European market, Nio is offering a subscription service to lease a Nio EV over purchasing one. European customers will be able to choose between the ET7, EL7 and ET5 ground-up EVs. This was announced by the company last month with deliveries already having started.
The subscription model hasn’t been well received in the market so Nio will be allowing customers to purchase a Nio EV in Europe from November 21 2022. These purchased vehicles will be delivered to customers by the beginning of 2023.
Battery swapping is one of the main points of difference Nio has back in its home market of China with recent reports confirming over 1,200 battery swap stations now online.
Nio has doubled the number of battery swap stations in under a year and with European expansion, it’s looking to grow it even further.
Indonesia faces difficult task to create OPEC-like group for nickel
Indonesia’s proposal to create an organisation to control nickel output and prices along the lines of OPEC would be an uphill struggle, industry analysts say, as production is controlled by privately-owned companies and not governments.
The proposal to “coordinate and integrate nickel policy” in the way that OPEC does, to ensure nickel producing countries optimise their returns, was made this week by Indonesia’s investment minister in talks with Canada.
However, oil companies in many Organization of the Petroleum Exporting Countries (OPEC) such as Saudi Arabia are owned by the government while in countries such as Nigeria contracts stipulate that the government can tell private companies to adjust production.
“In OPEC, oil production is essentially a ‘country’-run business…production can be increased or decreased by a relatively small group to influence the global situation,” said Wood Mackenzie analyst Andrew Mitchell.
“In nickel its more disparate – although Indonesia obviously controls a lot of output, there are large producers elsewhere.”
Canada produced 130,000 tonnes of nickel in 2021, according to US Geological Survey (USGS). It is “very unlikely” to participate in any OPEC-like group, a Canadian source familiar with the discussions said on Thursday.
Indonesia is expected to produce between 1.25 and 1.5 million tonnes of nickel this year, more than 40% of world mined production estimated at between 3 million to 3.2 million tonnes.
Most of the nickel produced in Indonesia is controlled by Chinese companies such as Tsingshan Holding Group, CNGR Advanced Material and Zhejiang Huayou Cobalt.
“Important to note is that China retains leverage over Indonesia with regards to nickel. China is not just a key consumer of Indonesian nickel,” said Citi analyst Tom Mulqueen.
“China-linked companies also have a dominant ownership stake in Indonesia’s nickel industry, representing an important source of investment and expertise for its development.”
Battery demand growing fast
Other top nickel producing countries include the Philippines accounting for 370,000 tonnes last year and Russia for 250,000 tonnes, according to USGS.
USGS data shows New Caledonia produced 190,000 in 2021 and Australia 160,000 tonnes.
Nickel producing companies include Vale with 168,000 tonnes last year and Glencore with 102,300. BHP Group’s output in the 12 months to June 2022 was 77,000 tonnes.
Around two-thirds of global nickel production is used to make stainless steel mostly in mills located in China.
The use of nickel in electric vehicle batteries is also growing fast – amounting to nearly 15% of the total this year and expected to reach 20% by 2025 and nearly 35% by 2030.
“Geopolitics is starting to play an outsized role in the development of the battery supply chain, with Indonesia largely falling into the Chinese sphere and Canada in the US,” said Greg Miller, an analyst at Benchmark Mineral Intelligence.
“I sense geopolitical considerations would override the influence of any OPEC style organization.”
iFixit stabs batteries – for science – so you don’t have to
If you’ve ever wondered how and why lithium-ion batteries in devices like smartphones and laptops combust, iFixit is here with an explosive video and some accompanying wisdom on safe battery-handling.
Tech writer team lead Arthur Shi and teardown techie Shahram Mokhtari from the DIY electronics repair site got together to stab some iPhones and laptop batteries, and even shot a giant battery with a nail gun – all for science, of course.
The pair’s objective wasn’t only to show how awesome shots of batteries exploding in slow motion looks, but also to demonstrate what they said is a key part of staying safe when working around lithium-ion polymer (li-po) batteries: their charge level.
“The batteries in our electronics tend to grab headlines when they go awry, but the truth is those are extreme edge cases,” Mokhtari said.
Why li-po batteries go bust
If you’re not familiar with the makeup of a lithium-polymer battery, Shi’s explanation in the video breaks it down pretty plainly. Think of it like a fruit rollup, packaged tightly in its cellophane plastic wrapper to keep the layers from sticking together.
A single li-po cell is like a wrapped fruit roll that’s filled with an electrolyte slurry, and a thin separator sits between the positive cathode and negative anode to prevent them from touching and causing a short circuit.
The typical li-po fire is caused when a battery is punctured or damaged in such a way that the separator is damaged, causing a short circuit. With enough energy contained in the battery, the flammable vapors caused by the decomposition of battery electrolytes can be heated to the point they explode, leading to thermal runaway that can burn for hours, depending on the size of the battery and damage.
As li-po batteries age, the chemical reaction that supplies power can degrade, leading to the creation of gasses that cause swelling. While swollen batteries are hazardous, the iFixit team said that even when swollen, a battery won’t explode if discharged.
To demonstrate how batteries at different charge levels explode or don’t, Shi and Mokhtari stabbed an iPhone 12 Pro Max with a fully charged battery and one discharged to 25 percent. When punctured with a metal tool, the results were radically different.
The battery charged to 25 percent smoked and emitted some sparks, but never caught fire because there wasn’t enough energy in the battery to lead to thermal runaway. The full one, on the other hand, was more than happy to go up in flames.
Stopping thermal runaway
Techies working on lithium-ion devices should take some basic precautions, iFixit said, like the aforementioned discharging of batteries to 25 percent before beginning repairs. Batteries should also be the first thing disconnected and last reconnected.
It’s also ideal to use plastic tools whenever possible. Shi and Mokhtari demonstrated stabbing an iPhone battery with a plastic spudger, which damaged the battery but didn’t cause any smoke or damage as the plastic reduces the chance for a puncture to cause a spark.
One final word of warning from the pair was to do with the handling of large li-po batteries, like those in laptops and larger hardware. Even when discharged to 25 percent, such batteries can still contain enough potential energy to cause combustion. For safety, discharge larger batteries completely, but recharge them as soon as repairs are complete to prevent damage.
And it goes without saying, but don’t shoot a battery with a nail gun, regardless of its size.
Plans for OPEC of nickel finds doubters in Australia, Canada
An Indonesian proposal to create an OPEC-like group of nickel suppliers has raised eyebrows among Australian miners.
The Minerals Council of Australia, the country’s major mining association, wouldn’t support the formation of supply-constricting cartels, according to Chief Executive Officer Tania Constable.
It’s “very useful that countries work together to solve the problems that we have around the supply of critical minerals,” she said. However, “we’ll always be mindful we are meeting all our international trade obligations, and you don’t see cartels forming,” Constable said.
Indonesia is the biggest producer of nickel by a wide margin and is home to around 20% of the world’s deposits of the metal, US Geological Survey data show. Australia has a similar level of reserves but less than a fifth of the output of its neighbor.
Jakarta’s proposal on nickel — used for electric vehicle batteries — fits with Indonesian President Joko Widodo’s strategy of the nation becoming a hub for more refining of metals and even production of electric vehicles. The country hopes to leverage its mineral deposits to move up the supply chain as the world de-carbonizes.
Indonesia is approaching Canada, which also has significant nickel deposits, on the plan, and discussed speeding a potential trade agreement between the two countries this week, Lahadalia said.
However, Canada is unlikely to sign on to the proposal for a nickel alliance, according to a Canadian government official familiar with the matter. Trade Minister Mary Ng wouldn’t agree to collaborate on the idea when she met with her Indonesian counterpart, according to the official, speaking anonymously to discuss a private meeting.
The Australian government didn’t immediately respond to a request for comment on the investment minister’s idea.
The world’s major nickel producers and holders of reserves are a diverse group, both geographically and politically, which may make forming a cartel difficult. After Indonesia and Australia, Brazil has the largest deposits, followed by Russia, the Philippines, China and Canada. In terms of output, Indonesia is the biggest by far, ahead of the Philippines, Russia and New Caledonia.
Indonesia’s proposal would add to increasing complexities in battery-material supply chains that are still in relative infancy. The bid to bring producer nations into a closer relationship comes as major economies including the US try to develop more secure sources of supply.
President Joe Biden’s Inflation Reduction Act requires carmakers to process the majority of their battery materials onshore or in a country with a free-trade agreement with Washington if they want to receive tax credits, said Conrad Mulherin, director, energy transition, at PWC Australia.
The US and Indonesia don’t have an FTA.
Nevertheless, Indonesia’s huge reserves give it bargaining power, Mulherin said. “The reality is there is not enough nickel within the FTA countries to supply to the US car industry.”