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Benchmark: China dominates Li-ion battery supply chain

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China dominates the global Li-ion battery supply chain to the extent that removing the country in favor of European or North American alternatives will be difficult, according to analysis by Benchmark Minerals Intelligence. Lithium is typically shipped to China for conversion to lithium carbonate or lithium hydroxide.

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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

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China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. This has led to a boom in European cell plants, and the rest of the supply chain is also slowly making its way to Europe.

Li-ion 459
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IIASA study proposes solid air hydrogen liquefaction as efficient addition to hydrogen liquefaction supply chain

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A new approach developed by researchers from the International Institute for Applied Systems Analysis (IIASA) in Austria and international colleagues proposes using solid air (nitrogen or oxygen) as a medium for recycling cooling energy across the hydrogen liquefaction supply chain. The hydrogen is liquefied where electricity is cheap.

Hydrogen 273
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BNEF report finds hydrogen promising decarbonization pathway, but carbon prices and emissions policies required

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Note: Clean hydrogen refers to both renewable and low-carbon hydrogen (from fossil-fuels with CCS). Renewable hydrogen can be made by splitting water into hydrogen and oxygen, using electricity generated by cheap wind or solar power. Renewable energy has paved the way to carbon-free electricity. Source: BloombergNEF.

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

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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. Lithium hydroxide has fallen by 30% to RMB 74,500/t, according to CRU’s price assessments.

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BNEF: producing battery materials in the DRC could lower supply-chain emissions and add value to the country’s cobalt

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The Democratic Republic of the Congo (DRC) can leverage its abundant cobalt resources and hydroelectric power to become a low-cost and low-emissions producer of lithium-ion battery cathode precursor materials, according to a new study on a unified African supply chain by BloombergNEF (BNEF).

Africa 221
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T&E study finds EU has replaced Russian oil barrel-for-barrel as continent fails to cut demand

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C target, new oil projects are still being planned globally and in the key countries supplying the EU. C carbon budget. T&E has identified 18 different projects which, as it stands, will be supplying Europe with oil at least until 2030. While developing new oil and gas projects is seen to be “incompatible” with the 1.5°C

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