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Critical Elements Lithium: Powering the AI & Energy Revolution Lithium isn’t just fueling EVs anymore. With the rapid expansion of AI infrastructure and energy-hungry data centers, lithium demand is entering an entirely new growth phase. Critical Elements Lithium is advancing its wholly owned Rose Lithium-Tantalum Project in Québec —...

47,579 次观看 • 7 个月前 •via X (Twitter)

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🚨 CATL SAYS LITHIUM-AIR BATTERIES COULD ONE DAY DELIVER 1600+ KM RANGE WITH ENERGY DENSITY APPROACHING PETROL. The world’s largest battery maker is pushing a radical “breathing” battery technology that replaces heavy nickel, cobalt and manganese with lithium metal and oxygen pulled directly from the air. In early lab tests, researchers have already achieved around 1,200 Wh/kg more than four times today’s best lithium-ion cells. With further development, CATL believes the technology could theoretically reach ~12,000 Wh/kg, close to the energy density of petrol itself. Why this matters: • It could slash battery weight and cost dramatically • Small EVs might achieve 1,600+ km of real-world range • It removes dependence on scarce metals like nickel and cobalt • A 1,000-cycle prototype with 1,600 km range would theoretically last 1.6 million kilometres The deeper implication: Lithium-air represents one of the few battery chemistries that could genuinely match or exceed the convenience of petrol without massive compromises. If the enormous technical hurdles (moisture sensitivity, cycle life, and oxygen management) can be solved, it wouldn’t just improve EVs it could fundamentally change what’s possible for electric aviation, long-haul transport, and portable power. We’re still very early. Current prototypes are far from commercial, and most experts expect mass production only after 2030 at the earliest. But the fact that the company producing over half the world’s high-voltage batteries is seriously pursuing this shows how transformative the payoff could be. Would you rather see solid-state batteries win the next decade, or do you think lithium-air could leapfrog them entirely? Follow for more frontier battery technology and energy breakthroughs.

TheNewPhysics

17,944 次观看 • 3 个月前

🚨 RESEARCHERS JUST MADE WATER-BASED BATTERIES LAST OVER 2,800 HOURS WITH RECORD CAPACITY. A team in South Korea has developed a simple zwitterionic electrolyte additive that dramatically improves the performance of aqueous (water-based) batteries a technology long seen as a safer, cheaper, and more environmentally friendly alternative to lithium-ion. The additive forms tiny nanostructures that guide zinc to deposit evenly on the electrode and create a protective layer that prevents corrosion and unwanted side reactions with water. This solves two of the biggest problems that have limited aqueous batteries: uneven metal buildup and rapid capacity fade. In testing, the modified batteries achieved a world-leading areal capacity of 8.10 mAh cm⁻² and ran stably for more than 2,800 hours. Why this matters: • Aqueous batteries are non-flammable and use abundant, low-cost materials, but have historically suffered from poor lifespan and performance • This approach improves both cycle life and capacity at the same time — something many previous solutions struggled to achieve together • It uses a simple additive rather than requiring expensive new materials or complex manufacturing changes • The technology is particularly relevant for large-scale energy storage needed for renewables and AI data centers The deeper implication: We’re getting closer to making safe, scalable, and affordable grid storage a reality. While lithium-ion still dominates, aqueous batteries could become a strong contender for stationary storage where safety, cost, and longevity matter more than energy density. A small molecular tweak unlocking major performance gains shows how materials engineering at the nanoscale can have outsized real-world impact. This is the kind of incremental but meaningful progress that compounds over time. How important do you think safer, water-based batteries will be for the future energy grid compared to improving lithium-ion or other alternatives? Follow for more frontier energy storage and battery materials research.

TheNewPhysics

22,736 次观看 • 3 个月前

🚨 SCIENTISTS JUST REPLACED EXPENSIVE PLATINUM CATALYSTS IN ZINC-AIR BATTERIES WITH CHEAP IRON AND IT WORKS BETTER. Zinc-air batteries are one of the most promising low-cost, high-energy-density alternatives to lithium-ion, but they’ve been held back by a slow and inefficient oxygen reduction reaction that usually requires precious metal catalysts. Researchers at Tohoku University engineered a simple iron oxide/samarium oxide interface that dramatically speeds up this reaction. The heterointerface changes how electrons behave at the surface, weakens excessive bonding with reaction intermediates, and delivers faster kinetics plus excellent durability all without any noble metals. The new catalyst performed strongly in both liquid and flexible solid-state zinc-air batteries, successfully powering LEDs and even charging a smartphone. Why this matters: • Zinc-air batteries use oxygen from the air, abundant zinc, and are much cheaper and safer than lithium-ion • Removing the need for platinum or other precious metals makes them far more scalable and affordable • The iron-based interface approach is simple, stable in alkaline conditions, and improves both performance and longevity • It was demonstrated in practical devices, not just lab tests The deeper implication: We’re getting closer to energy storage that doesn’t rely on scarce, expensive materials. Zinc-air technology has long been held back by catalyst limitations, but this work shows that clever interface engineering with cheap, abundant elements can unlock the performance needed for real-world applications from portable electronics to large-scale grid storage. It’s another step toward clean energy systems that are not only sustainable in operation, but also in the materials they use. The future of batteries may not depend on mining more rare metals… but on smarter chemistry with what we already have in abundance. How close do you think we are to zinc-air batteries becoming a mainstream alternative to lithium-ion? Follow for more frontier battery materials and clean energy storage research.

TheNewPhysics

36,798 次观看 • 3 个月前

FLASH: Governor of Lagos State, Mr Babajide Sanwo-Olu officially signs the Lagos Electricity Bill 2024 into Law, today at the Conference Room, Lagos House, Alausa Ikeja. THE MANDATE: The Lagos State Electricity Law 2024 is a comprehensive plan of Governor Babajide Sanwo-Olu’s resolve to address longstanding challenges in the energy sector. The law will lay a robust foundation for economic growth, fostering industrial growth, improved quality of life, energy equity, economic prosperity, and environmental sustainability. OBJECTIVES OF THE LAW - Establish a Lagos Electricity Market that is technically sound, financially viable, and well-regulated - Ensure access to affordable, reliable, and sustainable electricity for all citizens. - Promote diverse energy sources, including renewable energy, and encourage energy efficiency. - Foster investment, competition, and innovation in the electricity sector. - Electrify underserved areas, contributing to the sustainable development of Lagos State. INSTITUTIONS TO BE CREATED The law establishes critical institutions to manage and oversee the electricity market: 1. Lagos State Electricity Regulatory Commission: Independent oversight for regulatory compliance and licensing. 2. Lagos Independent System Operator (ISO): Ensuring system reliability and operational efficiency. 3. Lagos State Electrification Agency: Focused on expanding electricity access to underserved communities. 4. Special Funds: (i). Electrification Funds - Financing electrification projects and sustainable energy solutions in underserved and Unserved Communities. (ii) Host Community Development (Community Trust Fund) - Licensed Power Generating Companies must allocate a percentage of the previous year’s operating expenditure to developing their host communities. 5. Power Enforcement Unit - To address issues of Electricity theft, damage and theft of infrastructure #LagosElectricityLaw #GreaterLagosRising More Details coming ….

Jubril A. Gawat

98,652 次观看 • 1 年前

🚨 COPPER IS TURNING INTO ONE OF THE BIGGEST RESOURCE TRADES OF THE DECADE Copper is trading around $14,400/tonne, after LME cash copper recently touched a record $14,912/t. That is not happening in a vacuum. Supply disruptions, tariff-driven inventory shifts and long-term demand from AI, grids, EVs and data centers are all tightening the narrative. The long-term numbers are even bigger: IEA: potential 25% copper supply gap by 2035. S&P Global: demand could rise from 28.3Mt in 2025 to 42.4Mt by 2040, with a possible 10.1Mt annual shortfall. BHP: global copper demand could grow from roughly 34Mt in 2026 to 50Mt+ by 2050, while data-center demand alone could approach 3Mt/year. That is why I am watching the entire copper chain: $BHP - global heavyweight with major copper growth plans. $FCX - direct large-scale copper exposure and one of the key names when supply gets tight. $SCCO - major Peru and Mexico producer with huge leverage to copper prices. $RIO - Oyu Tolgoi gives it one of the sector biggest long-term growth assets. $GLEN - diversified mining giant with meaningful copper exposure NRED - the speculative explorer angle, advancing Wilmac in British Columbia with surface values up to 1.67% Cu, a modeled 42-hectare chargeability target, and multiple untested exploration zones The majors are about today supply NRED is about the part of the cycle traders often overlook: where tomorrow copper could come from. When demand is accelerating, mine development can take roughly 17 years, and existing ore grades are declining, new credible exploration targets become strategically more important Copper is no longer just an EV trade. It is AI + DATA CENTERS + POWER GRIDS + ELECTRIFICATION + SUPPLY SECURITY That is why this sector stays high on my watchlist

Gregory a.k.a. “The man in the arena”

36,853 次观看 • 14 天前

Those investing in submarines today may be wasting money. A Virginia-class submarine, powered by an S9G reactor, has a submerged displacement of around 10,000 tons and costs approximately $4–5.8 billion. Its top speed is over 30 knots. Now imagine a much smaller reactor, with power and weight around 15% of the Virginia's, used solely to continuously recharge a solid-state battery bank. Solid-state batteries weigh about half as much as lithium-ion batteries while offering 2-3x more energy capacity. In practice, this means that with the same battery weight, such a sub could achieve roughly 3x the energy gain, In terms of speed, solid-state batteries deliver double or higher discharge rates (potentially 10–20C vs. 5–10C for lithium-ion), ideal for sustained sprints above 30 knots lasting many days and a cruising speed around 25 knots. All this with 15% less overall weight, much quieter operation on batteries alone, and the same endurance as a conventional nuclear sub. And the cost? A micro-reactor would be 15–25% the price of a conventional one, small, modular, low-temperature/low-pressure. This means that when a more modern reactor is needed, you simply swap the module. A micro-reactor paired with solid-state batteries could make a Virginia-class sub $1.2-1.6 billion cheaper, quieter, and leave far more space for weapons, additional batteries, or crew comfort. That's why this system would put all existing submarines at a disadvantage in terms of cost, space, and stealth. Those not adopting micro nuclear reactors can follow what the Germans, Japanese, and French are doing. The Japanese pioneered lithium-ion batteries with diesel chargers, giving their submarines excellent value for money. The Germans chose a fuel cell AIP system to recharge lithium-ion batteries, while the French opted for a similar Japanese-style approach with a battery configuration allowing up to 80 days endurance, making the new Scorpène highly competitive. Starting around 2030, production will shift to solid-state batteries, tripling the capacity of these conventional submarines and enabling silent navigation at around 25 knots for days,making them superior in stealth and speed to many nuclear submarines currently in service. Submarines powered by solid-state batteries, recharged via micro-reactors, fuel cells, or diesel, will be superior: better armed, cheaper, and stealthier than anything we know today.

Patricia Marins

288,841 次观看 • 9 个月前

What I’m about to say about $QUBIC is INSANE!! Every cycle of hype and crisis in the world brings a new critical need. We’ve already seen it with: - DeFi (banking without banks) - Metaverse (new forms of human interaction) - RWA (tokenization of real-world assets) - Privacy (ZKP, Monero, etc.) - Stablecoins (digitized dollar) - AI (LLMs and automation) - Quantum Technology (post-classical computing) And now: Computational Energy + Decentralized AGI The next incalculable frontier is energy for data processing. Whoever turns mining power into abundant, real-use compute infrastructure will dominate the next cycle. Sovereign nations will no longer accept depending exclusively on American (or Chinese) Big Tech for critical AI, defense, and intelligence. Digital sovereignty has become a matter of national security. $QUBIC is perfectly positioned for this. Through Aigarth (its evolutionary “AI Garden”), the network runs on Useful Proof-of-Work: miners’ energy (CPU/GPU) isn’t wasted on useless hashes - it trains and evolves a decentralized AGI in real time. It’s becoming the world’s largest dedicated decentralized supercomputer. While nations seek alternatives to avoid becoming hostages to monopolies, QUBIC delivers accessible, resilient, and sovereign AGI - any country can run its own decentralized intelligence without relying on vulnerable centralized data centers. An adoption explosion is coming. QUBIC has the potential to become one of the most valuable assets on the planet by solving compute abundance + computational sovereignty. Other projects will try to follow (we already see echoes in ideas from figures like Elon Musk about open AGI). But by the time they wake up to the mathematical, structural, and philosophical problems QUBIC has been tackling for years, the network will be light-years ahead. This is not just price speculation. It’s a real-utility asset - proof of those who truly understand the future of distributed computing. Remember Palantir? At its 2020 IPO, valuation was ~$22B. Today it sits in the $340–365 billion range after exploding with AI + defense contracts. The lesson? AI applied to security and intelligence creates insane value. But there’s a serious problem: **centralized data centers are easy targets. We saw this clearly in the recent Middle East conflicts (2026): Iranian attacks on AWS, Oracle, and other data centers in the Gulf exposed the fragility of concentrated infrastructure. Anything that can be physically destroyed or cut off by sanctions/cyberattacks compromises national sovereignty. QUBIC is different: a globally distributed network powered by decentralized hashpower - extremely hard to “turn off.” An AGI resilient by design. Perfect for nations seeking true technological independence. QUBIC goes far beyond its whitepaper. It’s a civilizational thesis: abundant, sovereign, future-aligned computing. Those who understand this early aren’t just positioning financially - they’re positioning historically. #QUBIC #Aigarth #DecentralizedAI #UsefulPoW ---

BCharles

13,925 次观看 • 5 个月前