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Benchmark: China dominates Li-ion battery supply chain

Green Car Congress

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. Much of this is also sourced from Chinese-owned mines in the DRC.

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Senate Bill Seeks to Tariff Chinese Vehicles Out of Existence

The Truth About Cars

This week, Senator Josh Hawley (R-MO) is introducing legislation to increase tariffs on imported Chinese vehicles this week with the stated goal of dealing with the “existential threat posed by China.” percent to 100 percent, including vehicles owned by Chinese-based automakers that are assembled in places like Mexico.

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MAN propane-fueled ME-LGIP to power Chinese VLGC

Green Car Congress

Jiangnan Shipyard, owned by China State Shipbuilding Corp (CSSC), has ordered an LPG (liquefied propane gas)-burning MAN B&W 6G60ME-LGIP engine in connection with the building of an 86,000-m 3 VLGC (Very Large Gas Carrier) for Tianjin Southwest Maritime (TSM), the Chinese shipping company.

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

Baua Electric

As regular Charged readers know, China completely controls the global graphite market. The concerns go beyond mere supply shortages. According to NAGA, China’s graphite supply surpasses global demand, allowing it to flood markets with cheap graphite and manipulate prices.

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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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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. China already has a strong position in the battery metal supply chain, and buying Russian nickel on the cheap as a result of sanctions would further strengthen its globally competitive position.

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Slowing EV uptake may delay Panasonic’s EV battery expansion, says CEO – ET Auto

Baua Electric

Panasonic, whose energy unit makes batteries for Tesla , is closely watching its Chinese supply chain and battery material procurement following China’s move last year to tighten graphite export controls, Yuki Kusumi said. A slowdown in the take-up of electric vehicles in the U.S.

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