RecycLiCo Battery Materials Inc V.AMY

RE:RE:All in one AMY DD Post

[Markzand]

ObiWanKan0bi wrote:

ObiWanKan0bi wrote: You guys have inspired me to dig this up again and update it. Its getting long, but theres tons o info here. Cheers. 

Anyone looking for a starting point on research, here you go. I'm sure I missed some points, but this will get you started and in the right direction. 

Credits for finds: Kf9falconwings

Links:

• All podcasts from Howestreet: https://www.howestreet.com/author/americanmanganese/
• Dan McGroarty on the strategic mineral market and Trump effect: https://www.investors.com/politics/commentary/its-not-your-granndfathers-infrastructure/

• Price of metals: https://www.infomine.com/investment/

• Company fact sheet (slightly outdated): https://www.americanmanganeseinc.com/wp-content/uploads/2016/11/Amy_FactSheet_20161.pdf
• A history of Manganese and its strategic importance to the US (credit for the find - Kf9falconwings): https://news.goldseek.com/GoldSeek/1485787080.php
• A nice little infographic from our friends at eCobalt ;) lol ... Reasons to invest in cobalt: https://www.visualcapitalist.com/top-10-reasons-investors-cobalt/

The paper linked below provides a breakdown of processes currently being used in the EU. Note, Umicore is Tesla's recycling partner in the EU and does not have a purely hydrometalurgical process for recycling. They rely on a smelter, amongst other processes, only to retain around 50% of material. In contrast, AMY is testing a purely hydrometalurgical method that is environmentally friendly and has shown promise for retention levels of 90-100%. More importantly, it also retains a high purity level of the recycled material. Purification of metals is one of the most expensive parts of battery manufacturing. Umicore may have adapted their process since this time (2012), but they have made no indication as such in public that I can find: https://www.ttev.uk4.co/data/pdf/lithium_ion_recycling.pdf

 

- In March 2016, Worcester Polytechnic Institute (WPI) was awarded with a multi million dollar partnership with the US Advanced Battery Consortium which includes companies such as Ford, GM, and Fiat Chrysler. NOTE: This is months before AMY gave any notice about their research (https://www.uscar.org/guest/news/836/Press-Release-USABC-AWARDS-1-MILLION-TO-WORCESTER-POLYTECHNIC-TO-DEVELOP-PROCESS-FOR-RECYCLED-PHEV-BATTERY-CELLS)

- AMY announces successful Phase 1 testing at the beginning of August 2016, several months after WPI was awarded this money. AMY has a different method than WPI. 

- After more testing and verification of their process, AMY is INVITED in october to speak at a NAATBaat Workshop that is meant to kick off NAATBaat's efforts to develop an advanced battery recylcing regime. AMY is one of only a few companies invited to speak on a panel about the future of advanced battery recycling. WPI was amongst these companies. (https://naatbatt.org/naatbatt-workshop-explores-the-drivers-challenges-and-opportunities-of-advanced-battery-recycling/)

- Read the 5th paragraph down on that blog post ^^. "Third, attendees will hear about the strategic importance of energy materials contained in used lithium-ion and nickel metal hydride batteries.  There is no significant mining of energy materials such as nickel, cobalt or lithium in the United States today.  The energy materials that could be recovered through an efficient recycling process could help ensure both a strategic supply and some measure of price stability for U.S.-based battery manufacturers. ..." This is key for a thriving North American industry... solve their supply issues and stabilize prices. 

- AMY completes their proof of concept and submits their patent just months after first announcing their research (ie. things are on the fast track). 

- Some NAATBaat members include Ford, GM, Fiat Chrysler, Brunp Recylcing, Honda, and more (ie. Many of the worlds biggest auto and battery manufacturers). NAATBaat is very concerned about potential incoming government legislation in North America regarding obligations to recycle Lithium Ion batteries, like China already has. AMY presented their tech in front of every one of these companies, alongside WPI and the Chinese leader in recylcing lithium ion batteries, Brunp. (https://naatbatt.org/naatbatt-workshop-explores-the-drivers-challenges-and-opportunities-of-advanced-battery-recycling/). 

- AMY was, by Larrys account, significantly ahead of where their co-presenters were at. In any event, there are only 2-3 organizations working on similar technology, and WPI is not a corporation. This is a new field and all methods will be looked at. 

- The US Council for Automotive Research has an request for proposal on their website right now (https://www.uscar.org/guest/article_view.php?articles_id=87) for the 'Development of a Cell Using Recovered Active Materials from End of Vehicle Life Li-ion Batteries'

- Honda is going to be starting up their recycling program for Spring 2017 (https://insideevs.com/honda-to-establish-lithium-ion-battery-recycling-division/). However, their process is limited in the minerals it can recycle and in the amount it retains. 

- AMY outlines their testing of other advanced battery chemistries. They specifically mention they are testing the SAME chemistries that Tesla uses in their vehicles and powerwall products. They have now put dollar values to these chemistries to help investors determine upside, which is huge (https://www.stockhouse.com/companies/bullboard/v.amy/american-manganese-inc?postid=25731384)

- AMY has appointed an award-winning lithium-ion technology expert to its advisory board. Upreti holds his own li-ion patents, has experience licensing those patents to global manufacturers, and is involved in creating a self-sustaining li-ion battery industry in North America. Shailiesh is very involved with several other companies as well, such as Powerstorm capital and Magnis Resources. He shares a lab with Stan Whittingham who was one of the original investors of the rechargable li-ion batteries for Exxon. Shailesh will be speaking at the International Battery Seminar in March, bringing an incredible amount of credibility to the company. (https://www.internationalbatteryseminar.com/battery-manufacturing/)

- AMY is awarded funding from the National Research Council of Canada, recognizing the economic and 'green' potential of this tech. (https://www.americanmanganeseinc.com/american-manganese-inc-receives-funding-from-the-government-of-canada-for-the-development-of-superior-electric-vehicle-battery-cathode-materials-recycling-technology/). Amount awarded was 50% of costs, or 60k.

- as a testament to how far ahead AMY is in the recycling of lithium ion batteries, this came out today. A team out of the University of Malaysia is working on a hydro metallurgical method and was happy to report retention levels of 50% lithium and 25% cobalt. AMYs first testing showed 90-100% of each for their hydrometalurgical process (https://www.eurekalert.org/pub_releases/2017-02/ip-htr020717.php)

- AMY executes MoU with Ames Laboratory (https://www.americanmanganeseinc.com/american-manganese-inc-executes-mou-with-u-s-government%E2%80%99s-ames-laboratory-on-lithium-ion-battery-recycling/). PURELY SPECULATION on my part, but I believe there is good reson to think there is a connection to a DoD report on critical materials that Ames was involved in in 2016 (see here: https://www.stockhouse.com/companies/bullboard/v.amy/american-manganese-inc?postid=25922229)

- Just some more relevant reading on why this will be an ongoing interest for the US government.

https://energy.gov/articles/energy-department-launches-new-manufacturing-usa-institute-focused-recycling-and-reusing

https://energy.gov/eere/amo/articles/remade-institute-member-list

- And now ... we wait. (https://www.americanmanganeseinc.com/american-manganese-inc-announces-in-progress-report-on-lithium-cobalt-battery-recycling-research-program/)

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