Green Car Congress

SEPTEMBER 30, 2022

South Korea-based SK On (SKO), a global EV battery manufacturer, signed a Memorandum of Understanding (MOU) with Australia’s Global Lithium Resources to explore future business opportunities together in regard to stable supply of lithium. Incorporated in 2018, Global Lithium was listed on the Australian Stock Exchange last year.

Supplies 259

Supplies Global South Korea Batteries 259

Green Car Congress

JUNE 23, 2021

A new report from IDTechEX forecasts the solid-state battery market will grow to $8 billion by 2031. Under most of the mass-production plans, the solid-state battery will likely take off after 2025, although small-scale production may happen even earlier, IDTechEX said. Major solid-state battery players globally.

Market 418

Market Batteries Battery Li-ion 418

Green Car Congress

NOVEMBER 14, 2022

China-based Contemporary Amperex Technology Co., Limited (CATL) and Daihatsu Motor, a wholly-owned subsidiary of Toyota, announced an MOU of Strategic Cooperation on battery supply and battery technologies to promote e-mobility in Japan.

Supplies 150

Supplies Batteries Battery Japan 150

Teslarati

MAY 7, 2024

Chinese automaker Nio and BYD are considering a battery supply collaboration. Nio is turning to BYD batteries for its new affordable electric vehicle (EV) brand. Nio to unveil Onvo L60 to launch mass-market EV sub-brand Nio initially planned to produce its own batteries but halted this plan in December 2023.

BYD 76

BYD Supplies Batteries Battery 76

Green Car Congress

JUNE 4, 2023

Russia-based Nornickel, the world’s largest producer of palladium and high-grade nickel and a major producer of platinum and copper, presented its eleventh review of the nickel and platinum group metals (PGM) markets based on the fundamental analysis of world economic and industry data. Mt to 3.22 Mt (7% year-on-year growth).

Market 304

Market Indonesia Russia Supplies 304

Green Car Congress

MAY 24, 2021

A range of devices and machines rely on rare earth elements that are mined and refined largely in China. Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. China dominates the global rare earths market.

Supplies 468

Supplies Range Wind Market 468

Green Car Congress

APRIL 13, 2021

China is positioning itself to dominate the global supply of copper, a material in high demand as the world transitions to alternative energy systems, according to experts from Rice University’s Baker Institute for Public Policy. “If China’s domestic production of copper is inadequate relative to demand, according to the authors.

Supplies 250

Supplies China Chinese Global 250

Green Car Congress

MARCH 14, 2023

IDTechEx forecasts that the second-life EV battery market will reach US$7B in value by 2033. The second-life EV battery market adds value to future energy infrastructure, creates a circular economy for electric vehicle (EV) batteries, and provides a lower levelized cost of storage compared to new batteries.

Market 195

Market Li-ion Batteries Battery 195

Green Car Congress

AUGUST 21, 2022

Trading Economics global macro models and analysts expectations forecast battery-grade lithium carbonate to trade at 504,813 CNY (US$74,000) per tonne in 12 months time. Lithium is expected to trade at 484,185.00 by the end of this quarter. Source: Trading Economics. Source: Statista.

Carbon 483

Carbon Batteries Battery Lithium Ion 483

Green Car Congress

APRIL 1, 2022

The BMW Group continues to broaden its portfolio of electrically powered vehicles with the addition of the fully electric BMW 3 Series, which will enter the Chinese market in May 2022. The BMW i3 eDrive35L is based on the successful BMW 3 Series, which led the premium-compact segment in China in 2021. Battery capacity (gross/net).

Chinese 434

Chinese BMW Market DC 434

Green Car Congress

APRIL 21, 2022

The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. The detailed report— Need Nickel? —Baker Institute report Need Nickel?

China 416

China Energy Indonesia Power Grid 416

Teslarati

FEBRUARY 19, 2024

The deal with NMG will further solidify Panasonic’s goal to strengthen its EV battery supply chain in North America. Panasonic Energy’s graphite supply deal with NMG starts with an investment of USD$25 million. The Tesla battery supplier also plans to invest additional funding of USD$ 150 million with co-investors.

NMG 104

NMG Supplies Market Mozambique 104

Green Car Congress

MAY 12, 2021

Power management company Eaton’s eMobility business has been awarded a contract to supply a 24-to-12-volt DC-DC converter for use in a commercial heavy-duty battery electric vehicle (BEV) that will power accessories, such as antilock brakes and lighting. That capability makes the converter unique among product offerings in this space.

DC 286

DC Convert Eaton Supplies 286

Green Car Reports

AUGUST 6, 2021

Chinese automaker BYD might supply its Blade lithium iron phosphate (LFP) battery tech to Tesla for Chinese-market electric cars, according to a report from a local news source.

BYD 191

BYD Supplies Batteries Battery 191

Green Car Congress

OCTOBER 18, 2021

Honda last week held a virtual press conference on its electrification strategy in China. All new models Honda will introduce in China after 2030 will be electrified—hybrids (HEVs) and EVs. All new models Honda will introduce in China after 2030 will be electrified—hybrids (HEVs) and EVs. e:N series.

Honda 418

Honda China Vehicles Concept 418

Teslarati

MARCH 27, 2024

Morgan Stanley analyst Adam Jonas deemed Tesla and CATL the power couple that could recharge the United States electric vehicle (EV) market. In a note released earlier this week, Morgan Stanley writes that the United States is an under-penetrated EV market, whereas China is a fully-penetrated EV market.

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Recharge Market Power Powered 139

Green Car Reports

APRIL 1, 2024

battery-supply deal with China's CATL, Car News China reports. GM already works closely with CATL, but that relationship is limited to the China market. The deal reportedly being discussed would bring that partnership to North America in the form of a joint battery plant located in either the U.S.

GM 152

GM North America Batteries Battery 152

Green Car Congress

MARCH 4, 2021

In the last year, there has been an explosive need for EV batteries. and global economies with businesses and manufacturers having to close doors and furlough employees, the global trade markets plummeted to an 11-year low of 41.5% in the April report for the Institute for Supply Management’s Manufacturing Index. Should the U.S.

Supplies 380

Supplies Global South Korea Production 380

Green Car Congress

SEPTEMBER 5, 2023

Demand for manganese in batteries is set to grow over eight-fold this decade, due to new battery chemistries and rising electric vehicle sales, according to Benchmark’s Manganese Sulphate Market Outlook. New battery chemistries are expected to use even more manganese.

Batteries 195

Batteries Battery Louisiana Lithium Ion 195

Green Car Congress

AUGUST 7, 2022

Africa could overtake China as the world’s largest producer of natural graphite for lithium ion batteries as soon as 2026, according to Benchmark Mineral Intelligence, in a sign of the continent’s growing importance to the electric vehicle supply chain. of the world’s lithium-ion battery capacity.

Africa 259

Africa China Lithium Ion Madagascar 259

Green Car Congress

OCTOBER 23, 2021

Benchmark Minerals reports that China’s ongoing energy shortage, which has seen local governments enforce intermittent power cuts since July 2021, has begun to affect domestic anode and cathode production as several producers were forced to scale back production in late Q3.

Supplies 186

Supplies Mongolia Energy Chinese 186

Green Car Congress

JULY 27, 2023

This will increase the region’s strength in the supply of critical minerals beyond cobalt, which the continent has historically dominated. Benchmark’s Lithium Forecast shows that the region is expected to account for just 4% of global mined lithium supply this year. The continent is forecast by Benchmark to produce just 0.1%

Namibia 195

Namibia Supplies Global Africa 195

Green Car Congress

OCTOBER 13, 2022

BNEF’s 2H 2022 Energy Storage Market Outlook sees an additional 13% of capacity by 2030 than previously estimated, primarily driven by recent policy developments. The US and China are set to remain the two largest markets, representing more than half of global storage installations by the end of the decade.

Energy Storage 259

Energy Storage Global Market Energy 259

Green Car Congress

DECEMBER 9, 2021

Octillion Energy, a global supplier of advanced high-density lithium-ion battery packs for passenger cars, trucks, buses, and energy-storage systems, has achieved the milestone of shipping more than 1,500 battery packs a day and expects to hit 2,000 packs per day this month. Octillion Power Systems’ factory in Hefei, China.

Global 329

Global Batteries Battery Lithium Ion 329

Green Car Congress

DECEMBER 1, 2021

Lithium-ion battery pack prices, which were above $1,200 per kilowatt-hour in 2010, have fallen 89% in real terms to $132/kWh in 2021, according to a new report from BloombergNEF (BNEF). These prices are an average across multiple battery end-uses, including different types of electric vehicles, buses and stationary storage projects.

Price 469

Price 2020 Batteries Battery 469

Green Car Congress

JULY 1, 2021

Battery metal prices have recovered strongly in the first half of the year, incentivizing new projects to come online. China controls the battery chemical industry, with the biggest market share for all of the five main battery materials: lithium, nickel, manganese, cobalt and graphite.

Li-ion 300

Li-ion Batteries Battery South Africa 300

Green Car Congress

DECEMBER 12, 2021

Giga Carbon Neutrality (GCN) has secured a contract to supply 200 hydrogen and battery EV powered heavy trucks and associated engineering machinery from The People’s Government of Ejin Horo Banner, an administrative division of Ordos City of the Inner Mongolia Autonomous Region in China. The partners plan to invest RMB 2.3

Hydrogen 221

Hydrogen China Carbon Mongolia 221

Green Car Congress

OCTOBER 20, 2022

billion to 21 projects to expand domestic manufacturing of batteries for electric vehicles (EVs) and the electrical grid and for materials and components currently imported from other countries. billion will go to 11 projects in the materials separation and processing segment of the supply chain. Earlier post.) Of that, $1.6

Parts 459

Parts Batteries Battery Lithium Ion 459

Green Car Congress

FEBRUARY 10, 2022

GWh of passenger EV battery capacity was deployed onto roads globally in 2021—a 113% increase over 2020—as battery-electric vehicle (BEV) and plug-in hybrid electric vehicle (PHEV) sales surged year-over-year, according to Adamas Intelligence. By cell supplier, China-based CATL took the lead in 2021 with a record 87.8

Batteries 414

Batteries Battery PHEV 2020 414

Green Car Congress

AUGUST 5, 2023

China-based lithium salts producer Sichuan Yahua Industrial has extended the duration of its lithium hydroxide supply agreement with Tesla ( earlier post ) from 2025 to 2030. Yahua is one of the earliest chemical enterprises established after the founding of the People’s Republic of China.

Supplies 150

Supplies North America Tesla Africa 150

Green Car Congress

DECEMBER 7, 2022

Rising raw material and battery component prices and soaring inflation have led to the first increase in lithium-ion battery pack prices since BloombergNEF (BNEF) began tracking the market in 2010. he upward cost pressure on batteries outpaced the higher adoption of lower cost chemistries like lithium iron phosphate (LFP).

Li-ion 414

Li-ion 2010 Price Batteries 414

Green Car Congress

APRIL 16, 2022

Benchmark Mineral Intelligence has launched a Lithium-ion Battery Raw Material Price Index. Benchmark assembles the index using its market-leading price assessments including the IOSCO-accredited lithium, nickel, and cobalt prices. The index covers the following battery chemistries: NCM MID-NICKEL. LFP (lithium iron phosphate).

Li-ion 335

Li-ion Price Lithium Ion Nickel Lithium 335

Green Car Congress

AUGUST 28, 2022

Castrol and BYD (China), one of China’s largest manufacturers of electric vehicles (BEVs), have signed a new three-year strategic collaboration agreement. BYD (China) will use Castrol ON advanced EV fluids in their growing range of electric vehicles. —Mike Zhang, Vice President Castrol China.

BYD 225

BYD China Dealers Market 225

Green Car Congress

DECEMBER 30, 2022

Graphex has more ethan a decade of commercial experience producing 10,000 metric tons per annum of battery-grade purified spherical graphite at its facility in Heilongjiang Province, China, for the power battery market. Reforme was founded by the team that developed a first in the sorting and beneficiating of iron ore.

Australia 170

Australia Supplies Li-ion Manufacturer 170

Green Car Congress

JULY 28, 2020

Octillion Power Systems, a provider of advanced lithium-ion storage systems for electric mobility, announced it has reached two milestones: 100,000 electric vehicles worldwide powered by its batteries and 2 billion kilometers driven. Octillion continues to increase its market share and customer base across the globe.

Batteries 423

Batteries Battery Lithium Ion India 423

Green Car Congress

OCTOBER 5, 2022

Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. China’s output of cathode active materials increased more than four times between 2018 and 2022. times in the same period.

China 243

China Production Global North America 243

Green Car Congress

JANUARY 17, 2022

In its latest report, Tech, Media, & Telecom (TMT) Predictions 2022 – Thematic Research , data and analytics company GlobalData predicts that Tesla and China are set to maintain their dominance in the EV sector. China’s EV fleet will be 60% of the world’s total by 2030. —Amrit Dhami, Thematic Analyst at GlobalData.

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China Lithium Ion Toyota Petrol 199