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As of January, the country has the vast majority of new manufacturing capacity in the pipeline looking forward to 2030: 85% of wind blade capacity, 90% of solar wafer capacity, and more than 95% of anode and cathode material for EV batteries.
Source: https://time.com/6256132/ford-ev-china-clean-technology/
Australia-based graphite miner Syrah Resources has signed two binding offtake agreements with Graphex Technologies, a multinational purified spherical graphite producer, and Westwater Resources, a US-based junior graphite anode producer.
Further, NBM is aiming to build additional plants in the U.S. and Europe to establish itself as a global top 10 silicon anode supplier in the EV battery industry.
NEO’s silicon anode material, NBMSiDE™, is making considerable strides as global NDA testing partners have commented highly on the performance improvements and optimization through feedback.
“Now, we can leverage large-scale advanced equipment development and manufacturing capabilities to further support current and perspective customers as a reliable, domestic supplier of advanced anode materials technology.
Since zirconium oxide-based material that is routinely used is expensive, they came up with a cellulose-based separator which allows the hydroxide ions to pass through from the cathode to the anode.