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Newsletter 60

Dear all, 

Geopolitics continues to set the pace for the critical resources industry (The Diplomat). China is implementing new controls on battery-making graphite exports (Bloomberg). But this is not only geopolitics, future battery technologies should guide what we start mining now (The Northern Miner). Also slow process of obtaining mining permits along with administrative ESG requirements (Mining.com) act as a barrier to energy transition. And Copper remains key to a renewable future (CSIRO).

And some promising advances on the scientific front: A new energy efficient technology thanks to controlling waves in magnets at Delft University, a new way of generating hydrogen using solar heat to directly split water designed by MIT, a potential cheaper and cooler way for hydrogen transport at Kyushu University, a new recipe for battery recycling with high recovery rate of lithium and aluminum at Chalmers, cathode materials produced at lower temperature at Hokkaido University and more efficient perovskite based solar cells thanks to dynamic control of the crystallization process at Rice University.

Also we selected 5 sustainability initiatives this month: industry acting together for better battery recycling rates (Collabfund), a ‘beanless coffee’ that could slash emissions and water use by 94% (Reuters), recycling post-use plastic through pyrolysis to reduce GHG emissions by 18-23% (Science Daily), using abandoned coal mines to produce zero-carbon energy (EuroNews) as well as highlighting the merits of ESG Innovation vs ESG Advocacy (Imperial College).

Finally, 17 of our Start-Up alumni were in the news: 2 successful funding rounds (INLYTE ENERGY - USA, MECAWARE - France), ongoing scale-ups (GRAPHENEMG - Australia, NITRICITY  - USA), a partnership announced (CITRINE INFORMATICS - USA with Dorfner) as well as an Award (Enzinc - USA), and lots of exciting press articles as usual (AEROSINT - Belgium, BCOMP - Switzerland, BRIMSTONE ENERGY - USA, C12 Quantum - France, EH Group – Switzerland, ENZINC - USA, GRAPHENEMG - Australia, INLYTE ENERGY - USA, SYLVATEX - USA, TIAMAT ENERGY - France, UBIQD - USA, UBQ MATERIALS - Israel, Woodoo – France,  Zeta Energy – USA ).

As always, we hope that you enjoy the reading.

Victoire, Nadja & Mahé

CRITICAL RESOURCES

The Diplomat, October 1st: 
Some more figures about the geopolitics associated with critical minerals 

The Northern Miner, October 18th: 
Robert Friedland warns that it is not only geopolitics: if you can't look forward in technology and figure out what future batteries will be made of, you don't know what to start mining now 

Bloomberg, October 19th: 
New Export Controls by China on Battery-Making Graphite

Mining.com, October 26th: 
Average length of time to permit and develop a mine is excruciatingly slow – and that could mean an inability to realize even the best-laid climate action plans.

CSIRO, October 26th: 
Conducting change: Why copper is key to a renewable future

Mining.com, October 27th: 
EU focus on ESG is good for safety at mines and for recycling outputs but administrative requirements are a nightmare

MATERIALS SCIENCES

MIT, October 16th: 
MIT design uses solar heat to directly split water and generate hydrogen. 

Chalmers University of Technology, October 17th:
New recipe for battery recycling with high recovery rate of lithium and aluminium

Science Daily, October 23rd: 
Cathode Materials could be produced at lower temperature at Hokkaido University

Science Daily, October 26th: 
Cathode Materials could be produced at lower temperature at Hokkaido University

Science Daily, October 26th: 
Dynamic control of the crystallization process for more efficient perovskite based solar cells at Rice University 

Delft University, October 26th: 
Controlling waves in magnets for better energy efficiency

SUSTAINABILITY INITIATIVES

Collabfund, October 2nd: 
Smart industry initiatives for better battery recycling rates

Reuters, October 4th: 
‘Beanless coffee’ could slash emissions and water use by 94%

ScienceDaily, October 12th: 
Recycling post-use plastic through pyrolysis can reduce GHG emissions by 18-23%

EuroNews, October 14th: 
Abandoned coal mines are providing a surprisingly potent source of zero-carbon energy in Europe

IPE, October 30th: 
ESG Innovation vs ESG Advocacy as seen by Imperial College

OUR START UPS ALUMNI ARE IN THE NEWS!

AEROSINT (N 2017), September 27th: 
Showing off multi-metal capabilities with 3D printed phoenix

BCOMP (N 2018), October 23rd: 
Bcomp fabric is incorporated into bus A/C panels

BRIMSTONE ENERGY (Grand Prix 2020), October 17th: 
Full focus on decarbonizing the cement industry

C12 QUANTUM ELECTRONICS (N 2021), October 23rd: 
C12 and Partners bring France to the Forefront of Quantum Computing

CITRINE INFORMATICS (GRAND PRIX 2017 - Grand Prix Scale Up 2023), September 28th: 
New partnership with Dorfner

EH GROUP (COUP DE CŒUR AWARD 2020), October 4th:
Successfully tests for its high temperature PEM technology

ENZINC (Coup de Coeur 2023), October 18th:
CEO discusses solving the dendrite problem, repurposing lead-acid battery plants, and scaling a sustainable energy storage solution.

ENZINC (Coup de Coeur 2023), October 4th:
Enzinc Wins Energy Storage Award for Pioneering Unmatched Battery Innovation

GRAPHENEMG (N 2020), October 5th: 
Opening of new THERMAL-XR® Coating Blending Plant

GRAPHENEMG (N 2020), October 6th: 
GMG Product Commercialisation Process, Corporate Growth & Channel Strategy

INLYTE ENERGY (N 2023), October 26th: 
$8M round to revive a 50-year-old battery technology

INLYTE ENERGY (N 2023), October 26th: 
A Breakthrough in Energy Storage Technology

MECAWARE (N 2023), October 12th: 
€40m investment secured for EV battery recycling 

NITRICITY (Grand Prix 2021), October 12th: 
Commissioning of new Pilot Line in Fremont

SYLVATEX (Coup de Coeur 2022), October 17th:
Sylvatex CEO on how cathodes could be manufactured to reduce costs, CO2 emissions and water consumption 

TIAMAT ENERGY (Coup de Coeur 2022), October 25th: 
World première with 1st object powered by sodium-ion battery

UBIQD (N 2020), October 6th: 
Nobel Prize for Quantum Dots Validates the Broad Applicability of UbiQD's Core Technology

UBQ MATERIALS (N 2021), October 26th: 
UBQ bio-based plastic recognized as one of TIME’s best inventions of 2023

WOODOO (N 2017), October 3rd: 
"Augmented wood", a new "green" material

ZETA ENERGY (SPECIAL AWARD CRITICAL MATERIALS 2020, Coup de Coeur Scale Up 2022), October 23rd: 
Zeta Energy Demonstrates Industry-Leading Progress in Lithium-Sulfur Batteries