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Battery makers expand silicon anode production

  • : Metals
  • 21/01/29

Battery materials developers are increasing production of silicon anodes to substitute the graphite anodes in lithium-ion batteries, as they look to address the demand for batteries with higher energy density.

Demand from automotive manufacturers and governments to extend the driving range of electric vehicles (EVs) to encourage widespread adoption is prompting battery producers to look for ways to increase the length of time batteries can run between charges. And technological development of smart electronic devices is creating further demand for batteries with larger capacity.

US-based Enovix expects to start production of lithium batteries with silicon anodes during the third quarter of this year. It has begun installing equipment at its newly-constructed facility in California and will start equipment qualification within the next few months. Enovix has battery development agreements with a number of mobile device companies.

Enovix's 3D cell design uses silicon as the only active lithium cycling material in the anode, replacing graphite, and increases energy capacity by 30pc. The production process is designed to use much of the same manufacturing process as conventional lithium-ion batteries. It includes the same electrode fabrication process and the majority of packaging and formation. The company has developed production tools that are drop-in replacements for the tools in conventional lithium-ion battery cell assembly.

US-based Sila Nanotechnologies has raised an investment of $590mn to finance the construction of a new 100GWh plant in North America to produce silicon-based anode material to serve smartphone and automotive customers. That follows a recent investment of $10mn from the Advanced Research Projects Agency at the US energy department. The company plans to start production at the plant in 2024. It has partnerships with automakers BMW and Daimler and battery producer ATL.

Like Enovix, Sila has designed its material as a drop-in replacement for graphite in lithium-ion factories, enabling battery producers to increase the energy density of their products without having to change the manufacturing process or equipment. The silicon anode increases battery energy density by more than 20pc and enables fast charging.

In China, Gotion High-Tech said it has developed a new lithium-ion phosphate (LFP) battery cell that uses a silicon anode to create a high energy density of 210 Wh/kg. LFP batteries typically have an energy density up to around 160 Wh/kg, while nickel manganese cobalt (NMC) batteries have an energy density of 150-220 Wh/kg.

China Carbon Graphite Group is responding to the graphite substitution trend by developing a new silicon graphene nanocomposite product for lithium-ion batteries. The new product will replace graphite anode material to enhance the performance of EV and mobile device batteries. The silicon-based battery anode market is expected to have a high compound annual growth rate in the coming years, the company said.

Israel-based StoreDot, which is developing fast-charging batteries, is advancing the commercialisation of non-graphite anode batteries. It has produced the first batch of sample cells for potential customers to demonstrate the replacement of graphite with metalloid nanomaterials. EVE Energy, StoreDot's strategic partner in China, produced the cells. StoreDot's batteries are designed to be produced on EVE Energy's existing lithium-ion production lines, showing they can be produced without having to adjust equipment.

StoreDot plans to launch its second-generation prototype battery for EVs later this year with a silicon-based anode, shifting from the use of germanium in the first generation. The company has turned its focus to EVs from mobile devices as it has received investments from companies including BP and Daimler.


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25/05/05

Mexico's manufacturing contraction deepens in April

Mexico's manufacturing contraction deepens in April

Mexico City, 5 May (Argus) — Activity in Mexico's manufacturing sector shrank for a 13th straight month in April, with declines accelerating in production and new orders, according to a survey of purchasing managers. The manufacturing purchasing managers' index (PMI) fell to 45.5 in April from 46.9 in March, finance executives' association IMEF said, moving further below the 50-point threshold that separates growth from contraction. US tariffs imposed since March are adding pressure to Mexico's manufacturing sector, which makes up about a fifth of the national economy. The auto industry, responsible for roughly 18pc of manufacturing GDP, may be the hardest hit by the new measures, including a 25pc tariff on auto parts that took effect 3 May. Mexico remains the top exporter of vehicles to the US, supplying 23pc of all US auto imports in 2024. But IMEF said tariffs compound broader, mostly domestic headwinds, including reduced public spending and investor uncertainty stemming from sweeping legal and regulatory reforms. New investment has stalled since late 2024. The PMI index for new orders fell by 2.5 points to 41.8, the lowest since June 2020. Production dropped by 2.5 points to 43.6, while employment fell by 0.6 point to 46.4. New orders and production have now been in contraction for 14 straight months, and employment for 15. Inventories saw the steepest drop in April, falling 4 points to 46.3 — sliding from expansion to contraction — as manufacturers accelerated shipments after tariff implementation dates were confirmed. IMEF's non-manufacturing PMI — which covers services and commerce — remained in contraction for a fifth consecutive month but edged up by 0.5 points to 49.0 in April. Within that index, new orders rose by 0.6 points to 48.1, employment increased 1.3 points to 48.6 and production held steady at 47.5. By James Young Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Australia's Labor win may aid low-carbon Fe, Al sectors


25/05/05
25/05/05

Australia's Labor win may aid low-carbon Fe, Al sectors

Sydney, 5 May (Argus) — The Australian Labor party's victory in the country's 3 May parliamentary election could support low-carbon iron and aluminium developers, providing policy clarity and public capital to the sectors. Labor's victory provides more certainty around Australia's A$14bn ($9.06bn) green hydrogen subsidy scheme, which will help steel producers transition towards hydrogen-powered steel furnaces. The opposition Coalition during the election pledged to scrap the programme, which will allow producers to claim A$2/t of green hydrogen produced from 2027. Australian steelmaker NeoSmelt and South Korean steelmaker Posco are developing electric iron smelters in Western Australia (WA) that produce hot-briquetted iron, which is used in the green steel process. Both projects will initially rely on natural gas but may transition to hydrogen-based processing as hydrogen production rises. Australia's hydrogen tax credits may prove crucial given ongoing hydrogen production challenges. South Australia's state government closed its Office of Hydrogen Power SA on 2 May, following a funding cut earlier this year. Labor can now also move forward with plans for A$2bn in low-emissions aluminium production credits, beginning in 2028-29. Smelters will be able to claim credits per tonne of low-carbon aluminium produced, based on their Scope 2 emission reductions. The party's proposal does not include any blanket credit for producers. Labor's aluminium production credits are aimed at supporting the Australian government's goal of doubling the country's share of renewable power from about 40pc to 82pc by 2030. Australian producers export about 1.5mn t/yr of aluminium, according to industry body Australian Aluminium Council, from four smelters located around the country. Green iron funding Labor's election win also secures its A$1bn lower-emission iron support pledge , first announced in late February. Half of the fund will go towards restarting and transitioning the 1.2mn t/yr Whyalla steelworks in South Australia into a green steel plant. The other half will support new and existing green iron and steel projects to overcome initial funding barriers. Labor has not allocated any funding through the programme yet. By Avinash Govind Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cliffs to idle 3 US steel mills this summer


25/05/02
25/05/02

Cliffs to idle 3 US steel mills this summer

Houston, 2 May (Argus) — Integrated steelmaker Cleveland-Cliffs will indefinitely idle its Conshohocken, Riverdale, and Steelton steel mills this summer in response to weak demand for the products produced at the mills. The idlings will impact about 950 workers spread across the 700,000 short ton (st)/yr Riverdale high-carbon coil mill in Illinois, the 500,000st/yr Conshohocken specialty plate mill in Pennsylvania and the 300,000st/yr Steelton, Pennsylvania railroad rail mill, a company spokesperson told Argus . Cliffs said the moves are temporary and will begin at the end of the required 60-day WARN notice periods in their respective states — on or about 30 June. By Marialuisa Rincon Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

US adds 177,000 jobs in April, jobless rate steady


25/05/02
25/05/02

US adds 177,000 jobs in April, jobless rate steady

Houston, 2 May (Argus) — The US added 177,000 jobs in April, topping expectations, even as the new US administration's campaign of tariffs against allies and trading partners heightened business and consumer uncertainty. Economists surveyed by Trading Economics had forecast job gains of 130,000 for April. The unemployment rate held steady at 4.2pc in April, the Bureau of Labor Statistics (BLS) reported. Job gains for March were revised lower by 43,000 to 185,000. The unexpectedly strong job report comes two days after the government reported the economy contracted at a 0.3pc annual rate in the first quarter, largely on a surge in imports as companies sought to build inventory ahead of the impacts of President Donald Trump's import tariffs. Consumer and business confidence have tumbled and economists have raised the odds of a US recession this year. US job gains averaged 152,000 in the 12 months prior to April. Federal government employment declined by 9,000 jobs in April and has fallen by 26,000 since January as mass federal layoffs take effect. Employees on paid leave or receiving severance pay are counted as employed, BLS said, so most of the announced federal job cuts do not yet show up in the data. Health care added 51,000 jobs in April, while transportation and warehousing added 29,000 jobs, more than double the average in the prior 12 months. Financial activities added 14,000 jobs. Construction added 11,000 jobs and manufacturing lost 1,000 jobs. Leisure and hospitality jobs grew by 24,000 and health care and social assistance added 78,000 jobs. Average hourly earnings rose by a 3.8pc annual rate, unchanged from the pace in March. By Bob Willis Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

South Australia closes Hydrogen Power SA office


25/05/02
25/05/02

South Australia closes Hydrogen Power SA office

Sydney, 2 May (Argus) — The state government of South Australia has rolled its Office of Hydrogen Power SA (OHPSA) into the Department of Energy and Mining (DEM), after scrapping plans for a 250MW electrolyser and 200MW hydrogen-fired power station. The OHPSA has been absorbed into the other state department, a spokesperson for SA energy minister Tom Koutsantonis said on 2 May. This comes after the state cut the A$593mn ($381mn) it had promised for its Hydrogen Jobs Plan in early 2025. The funds were reallocated to subsidise the 1.2mn t/yr Whyalla steelworks, which entered administration on 19 February . The associated Office of Northern Water Delivery, which was intended to support the green hydrogen sector in the state's upper Spencer Gulf region with new water pipeline supply, has also been incorporated within the DEM, Koutsantonis said on 1 May. SA's other major hydrogen hub planned at nearby Port Bonython was also overseen by the OHPSA. Development agreements with five companies have been signed for Port Bonython, including with London-based energy company Zero Petroleum for an e-SAF plant . SA is aiming to transition the ageing Whyalla steelworks to develop low emissions iron and steel products, but administrator KordaMentha is yet to finalise a buyer for Whyalla's controlling company OneSteel, which was formerly owned by UK-based GFG Alliance. By Tom Major Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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