Core Insights - Canada is aiming to enhance its critical minerals processing capacity to reduce dependence on China, which currently dominates the refining of these minerals [3][6][21] - The Canadian government has announced significant investments and projects to boost its critical minerals supply chain, including a $1 billion project for processing capacity [4][5][9] Group 1: Global Mineral Production - Australia accounts for 37% of total world lithium production, while Indonesia leads in nickel at 59%, China dominates rare earth elements at 69%, and the DRC produces about 75% of global cobalt [1] - In 2024, China held a 96% share of global refined graphite, 78% of refined cobalt, 70% of lithium, and 44% of copper, with a 91% share in rare earth elements refining [2] Group 2: Canada's Mineral Processing Capacity - Canada has established infrastructure for processing aluminum and uranium but has minimal refining capacity for key energy-transition metals like lithium and rare earth elements [7] - The first rare earths refinery in Canada opened in 2024, expected to produce 400 tonnes of NdPr metals annually [7] Group 3: Investment and Strategic Initiatives - The Canadian government is working on a $1 billion project to expand critical minerals processing capacity, alongside a $70 billion investment pledge from the UAE [4][5] - Canada is backing various initiatives, including a synthetic graphite plant and scaling up rare earth elements processing, with significant federal funding [14][15] Group 4: Challenges and Future Outlook - Canada has substantial reserves of rare earths but only one producing rare earths mine, highlighting the gap in production compared to China, which produced 270,000 tonnes in 2024 [17][20] - The Canadian Climate Institute estimates that Canada would need $30 billion in capital investments by 2040 to meet domestic demand for critical minerals [16]

Investment & Expansion - Vianode 将投资 32 亿加元（约合 23 亿美元）在加拿大建立新型合成石墨工厂 [1] - 该工厂将成为北美首家同类型工厂 [1] Industry Significance - 该项目表明加拿大正在积极发展电池材料供应链 [1]

Core Insights - Canada has announced a CAD 6.4 billion ($4.6 billion) package aimed at reducing China's dominance in the critical mineral supply chain [1] - The initiative is part of the G7 Alliance projects, emphasizing the importance of reducing market concentration and enhancing national security [2] Government Actions - The Canadian government has invoked the Defence Production Act to designate critical minerals as essential to national interests, enabling a stockpiling regime [3] - The package includes various strategies such as stockpiling, purchase agreements, equity stakes, and price floors to create an alternative to China's mineral value chain [4] Corporate Involvement - Among the 25 projects, Nouveau Monde Graphite Inc. will receive support for its Matawinie graphite project, with offtake agreements with Panasonic [5] - Rio Tinto Plc has secured CAD 25 million from the Canada Growth Fund for its scandium plant, while Vianode plans to build a CAD 2 billion synthetic graphite facility in Ontario [5] Future Investment Outlook - The Canadian Climate Institute estimates a need for at least $30 billion in investments by 2040 to meet decarbonization and industrial policy goals, indicating a significant gap in current project pipelines [6] - The announced package serves as a catalyst, signaling a shift from resource potential to a full value chain approach [6] Strategic Objectives - Canada aims to establish itself as a leader in the critical minerals value chain, focusing on resource sovereignty and resilient supply chains that enhance allied security and economic strength [7]

米斯兹之子 成就新汽车人 l B 0 ala E L I 规 跨 实 战 জ 野 界 国 / 推 撰 文 / 钱亚光 设 计 / 赵昊然 来 源 / www.sintef.no, insideevs.com, interestingengineering.com 对于动力电池制造商而言，目标始终如一：更高的能量密度、更快的充电速度、更高的成本效益以 及更好的安全性。但实现这些目标的方式一直在不断变化。如今，研究人员找到了实现这一目标的 新"配方"。 想象一下，你正开着一辆全新的电动汽车行驶在高速公路上，一路疾驰，而充电站却寥寥无几。续 航里程焦虑的记忆涌上心头，但随后你意识到，你驾驶的这辆电动汽车配备了全新的电池组，其研 发正是为了能够实现长距离行驶且无需频繁充电。而当你需要停车充电时，充电所需的时间也大大 缩短，让你可以放松心情、充满信心地继续前行。 研究项目负责人尼尔斯·彼得·瓦格纳在 SINTEF 的实验室中。照片来源：Silje Grytli Tveten 尼尔斯·彼得·瓦格纳（Nils Peter Wagner）是欧洲最大的独立研究机构之一——挪威科学和工业研究 基金会（Stiftelsen for ...