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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

Geopolitical issues such as the Russia-Ukraine situation disturb the fine balance of battery metal supply chains. EV and battery companies in China may well step in and buy the commodity at lower prices. Trading had yet to resume as of 10 March.

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Trade group asks administration to reinstate tariffs on Chinese graphite, critical material for EV batteries

Baua Electric

Now, demand for anode material is expected to surge as the US battery manufacturing market grows, and the Buy American provisions of the IRA and BIL call for manufacturers to use increasing proportions of domestically-produced raw materials. The concerns go beyond mere supply shortages.

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China is exporting so many EVs that it needs more ships – a lot more

Baua Electric

Chinese EV makers are looking to export electric vehicles by the tens of thousands around the globe, but they need a lot more car-carrying vessels to make that happen. Yet, the current state of affairs is rapidly changing, with Chinese companies putting 47 ships on order, which accounts for a quarter of all orders globally.

China 52
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This new style of electric tuk-tuk makes me want to drive a taxi in India

Baua Electric

For power, we’ve got a rear axle-mounted 1,000W motor supplied by a 48V battery. My favorite part of this vehicle is just how cheap it is – a mere $592! Second, and more importantly, that’s the price when buying 100 units, which is the minimum order quantity of the Chinese factory that makes this lovable little runabout.

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Saudis Expand Price War Downstream

Green Car Congress

With Saudi Arabia's refined fuel contributing to the global supply glut, what will be its impact on the refining markets especially those in Asia? The crude is so cheap it’s pretty much free for them, the margins are going to be massive. Indian refiners are now buying more crude oil from Nigeria, Iraq, Venezuela and Mexico.

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CRU: Lithium prices plunging as hype meets reality; impact of new supply, disappointing BEV sales

Green Car Congress

Weaker-than-expected demand in China is partly responsible, but the main driver has been the ongoing avalanche of new supply into the market, as plentiful cheap spodumene meets ample conversional capacity in China, the CRU analysts said. Chinese EV sales through to July totalled 696,000 this year, an impressive 41.5%

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Mad Power thoughts

EV Info

Wind farms stand idle for days on end, a fire interrupts a vital cable from France, a combination of post-Covid economic recovery and Russia tightening supply means the gas price has shot through the roof – and so the market price of both home heating and electricity is rocketing. Climate Change. Gas is the only answer.

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