『016 - Canada's Disconnected Lithium Supply Chain』のカバーアート

016 - Canada's Disconnected Lithium Supply Chain

016 - Canada's Disconnected Lithium Supply Chain

無料で聴く

ポッドキャストの詳細を見る
If nearly every link in the battery supply chain already exists somewhere in Canada, why does our lithium keep leaving the country? Canada has mines and wells with huge, known, quanitities of lithium. We have had the technology and the skills to pull it out out of the ground. We know how to refine it, build battery cells, store power on the grid, and even shred old batteries for recycling. Yet every link in our supply chain seems to end at a loading dock, bound for somewhere else. If you look at where lithium means business across the country, you'll find vanishing factories, a refinery tucked among plumbing suppliers, and a battery giant on the shore of Lake Ontario. Some of it works. Some of it cost taxpayers dearly. But most of it could be running, if the supply chain was integrated. In this episode, we trace Canadian lithium from brine to battery, link by link, to find out where the chain breaks. And we discuss the pattern first observed by a respected economic historian who described it long before anyone had heard of a lithium battery. Bibliography Peer-Reviewed Studies Blake et al., Applied Geochemistry 208 (2026). Investigating reservoir-scale heterogeneity in Li-enriched oil field brines of the Devonian Leduc and Nisku formations.Keiner et al., Journal of Energy Storage 146 (2026). Sodium-ion battery cost projections and their impact on the global energy system transition until 2050.Wesselkaemper et al., Nature Communications 17, 253 (2026). Primary material supply configurations and domestic recycling for cost-effective battery material production in the US. Government and Regulatory Canada Gazette, Part I. Regulations Repealing the Electric Vehicle Availability Standard, with Regulatory Impact Analysis Statement. August 15, 2026.Natural Resources Canada. Government of Canada supports Mangrove Lithium's next step in building a made-in-Canada battery supply chain. April 2026.Impact Assessment Agency of Canada. Registry, project 90628: Napanee Generating Station Expansion. Response of July 15, 2026.Alberta Geological Survey. Information Series 159. March 2026. Full report: PDF.Government of Alberta. Alberta Major Projects: E3 Direct Lithium Extraction (DLE) Demonstration Plant.U.S. Bureau of Industry and Security. Commerce finalizes rule to secure connected vehicle supply chains from foreign adversary threats. January 2025. Geological and Technical References Saskatchewan Geological Survey (Jensen), GeoConvention 2018. Results from a brine sampling project.GeoConvention 2024. In-situ water-rock interactions as the source of lithium in brines (abstract).Geological Survey of Canada. Past Lives: Chronicles of Canadian Paleontology (Leduc reefs, archived).U.S. Geological Survey. Bulletin 1027-G: lithium pegmatites and spodumene.Laurentian University, Mineral Exploration Research Centre. Spodumene.Goldschmidt Conference 2025. Spodumene processing (abstract). Research and Market Analysis International Energy Agency. Global Critical Minerals Outlook 2026.BloombergNEF. China drops to second in BloombergNEF's global lithium-ion battery supply chain ranking as Canada comes out on top. 2024.BloombergNEF. China regains number one spot in BloombergNEF's global lithium-ion battery supply chain ranking. 2025.ATB Financial. The Twenty-Four: Chris Doornbos, E3 Lithium. January 15, 2026. Company Releases and Filings Prairie Lithium (ASX). Binding offtake agreement with Hydro Lithium. April 2, 2026.EMP Metals. EMP Metals receives permits for Project Aurora demonstration plant construction and operation. September 15, 2025.EMP Metals. EMP Metals completes construction of Project Aurora demonstration plant and advances commissioning. August 5, 2026.E3 Lithium. E3 Lithium delivers battery-grade lithium carbonate from its demonstration program to global partners and off-takers.E3 Lithium. E3 Lithium releases Q2 2026 results and advances key strategic milestones. August 21, 2026.E3 Lithium. E3 Lithium provides status update on Clearwater project. September 29, 2026.Elevra Lithium, SEC Form 6-K. Memorandum of understanding with Mangrove Lithium.Elevra Lithium, SEC Form 6-K. Spodumene concentrate agreement with LG Energy Solution. October 2026.LG Energy Solution. LG Energy Solution secures multi-year supply of Canadian spodumene concentrate from Elevra.NextStar Energy. NextStar Energy expands into energy storage: Windsor battery production begins this month. November 3, 2025.Rio Tinto. Update on the Nemaska Lithium Bécancour project. 2026.Rio Tinto, SEC filing. Results release (Nemaska Lithium ownership).Umicore. Umicore shares details on cost saving measures and pauses construction of its battery materials plant in Canada. July 2024.Atura Power. Napanee BESS Phase 2.Atura Power. Napanee BESS Phase 2 public meeting display boards. July 2025.Atura Power. Napanee Generating Station Expansion.Ameresco. Ameresco and Atura Power JV selected to build 250MW/1,000MWh battery energy storage system. Local and Regional News ...
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません