Green Car Congress

JUNE 18, 2022

The IEA June 2022 Oil Market Report (OMR) forecasts world oil demand to reach 101.6 While higher prices and a weaker economic outlook are moderating consumption increases, a resurgent China will drive gains next year, with growth accelerating from 1.8 mb/d in 2023, according to the forecast. mb/d in 2022 to 2.2 mb/d to 101.6

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Oil Global Libya Russia 210

Green Car Congress

APRIL 15, 2023

In its April Oil Market Report , the International Energy Agency (IEA) forecasts that world oil demand will climb by 2 mb/d in 2023 to a record 101.9 Reflecting the widening disparity between regions, non-OECD countries, buoyed by a resurgent China, will account for 90% of growth. million barrels per day. mb/d versus 4.6 mb/d in 2022.

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Oil Ukraine Russia Brazil 186

Green Car Congress

MARCH 14, 2023

IDTechEx forecasts that the second-life EV battery market will reach US$7B in value by 2033. A new IDTechEx report, “ Second-life Electric Vehicle Batteries 2023-2033 ”, highlights advancements in the second-life industry, ranging from regulatory and technology developments to player activity in battery diagnostics and repurposing.

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Market Li-ion Batteries Battery 195

Green Car Congress

FEBRUARY 4, 2021

In its second quarterly update to its Lithium: Outlook to 2030, 17 th Edition report, Roskill maintains the view that future refined lithium supply will remain tight, with a period of sustained supply deficit in the mid-2020s. The lithium-ion battery supply chain does not only depend on lithium.

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Industrial Industry Lithium Ion Li-ion 337

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).

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Market Indonesia Russia Supplies 304

Green Car Congress

NOVEMBER 8, 2016

In its new rare earths market report with forecasts out to 2026, Roskill, a leader in international metals and minerals research, observes that the permanent magnet and catalyst sectors will continue to provide the largest markets for rare earths in the next ten years to 2026. Lanthanum and cerium prices will be limited by surplus supply.

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Supplies Chinese 2016 Wind 186

Green Car Congress

JANUARY 23, 2021

China-based battery maker CATL (Contemporary Amperex Technology Co Ltd) and its subsidiary Shenzhen Dynanonic signed an agreement with Jiang’an county government (located in south-west China’s Sichuan province) to build a lithium iron phosphate (LFP) cathode materials plant with a production capacity of 80 tpy.

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China Building Li-ion 2020 257

Green Car Congress

APRIL 18, 2023

Such producers cannot supply the huge, and ever-growing, electric vehicle market. Total Chinese Tier 3 production next year is forecast to be 2% larger than the demand for Tier 3 batteries globally. Capacity continues to be added and although demand is growing in China, capacity expansions seem to be outpacing demand.

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Chinese Lithium Ion China Global 259

Green Car Congress

APRIL 12, 2022

billion in 2022 as 200mm fab utilization remains at high levels and the global semiconductor industry works to overcome the chip shortage. Regionally, China will lead the world in 200mm capacity with 21% share in 2022, followed by Japan with 16% and Taiwan and Europe/Mideast at 15% each. After climbing to $5.3 Source: SEMI.

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Supplies Taiwan 2013 Japan 454

Green Car Congress

MARCH 14, 2023

million barrels per day (b/d), according to the US Energy Information Administration’s (EIA’s) Petroleum Supply Monthly. US production and consumption of ethane (a hydrocarbon gas liquid used almost exclusively as a feedstock in the petrochemical industry) has grown since 2010, along with the build-out of US petrochemical capacity.

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Pennsylvania China Financing United States 195

Green Car Congress

MARCH 12, 2022

Europe has become the fastest growing region for new electric vehicle (EV) lithium-ion battery capacity outside of China, according to Benchmark Minerals. A more recent trend with Europe’s lithium-ion battery build out is the emergence of auto majors as pseudo-battery producers seeking to secure cell supply through joint-venture plants.

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Lithium Ion Poland Sweden Hungary 397

Green Car Congress

JANUARY 12, 2020

Lithium carbonate prices in China dropped between January and August 2019 by nearly 20% since the beginning of 2019 to RMB 65,000/t, equivalent to $9.25/kg China is the world’s largest user of lithium, accounting for 57% of global demand in 2019, and is also the biggest supplier of lithium converted products. Source: Fastmarkets.

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Price China Sale 2019 243

Green Car Congress

MAY 20, 2013

In a forecast of the Lithium market through 2017, Roskill Information Services estimates that rechargeable batteries will, in the base-case growth scenario, contribute 75% of the growth in forecast lithium demand to 2017, when total demand for lithium is expected to reach slightly more than 238,000t lithium carbonate equivalent (LCE).

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Market Chile Argentina Batteries 296

Green Car Congress

NOVEMBER 23, 2022

Powerful permanent magnets are necessary components of electric vehicle motors, wind turbines, efficient industrial motors, and many other modern technologies essential to the clean energy transition. With demand expected to triple by 2035, shortages and price increases are also forecasted.

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Grant Production Wind Clean 345

Green Car Congress

JULY 17, 2020

The partnership is part of Europe’s strategic industry initiative, the European Battery Alliance, aimed at building an independent, sustainable, and resilient battery industry in Europe. Europe is already the fastest growing lithium-ion battery production center in the world, with zero local supply of lithium hydroxide.

Germany 491

Germany Carbon Lithium Ion Europe 491

Green Car Congress

JUNE 19, 2018

The levelized cost of electricity (LCOE) from new PV plants is forecast to fall a further 71% by 2050, while that for onshore wind drops by a further 58%. Production rose by 56 mtoe in China and 23 mtoe in the US. These two technologies have already seen LCOE reductions of 77% and 41% respectively between 2009 and 2018.

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Wind Solar Global Coal 220

Green Car Congress

DECEMBER 1, 2021

Steel is responsible for around 7% of man-made greenhouse gas emissions every year and is one of the world’s most polluting industries. Government and corporate net-zero commitments are pushing the steel industry to cancel out its emissions by 2050. The steel industry cannot afford to wait for the 2040s to start its transition.

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Hydrogen Clean Cleaning Industrial 221

Baua Electric

JANUARY 31, 2024

Chinese electric vehicle (EV) battery giant CATL forecast net profit growth of up to 48.1% The world’s largest EV battery maker has been faced with challenges from smaller rivals and slowing demand in China, which is the largest market for electric vehicles. lawmakers for its use of technology supplied by CATL.

China 52

China Auto Batteries Battery 52

Green Car Congress

JULY 2, 2014

China is set to overtake the US as the global diesel generator set (genset) market leader, increasing its share from 26% in 2013 to 33% by 2020, according to a new report from research and consulting firm GlobalData. As a result, China will see its revenues jump from $2.7 billion, at a CAGR of 3.7%. —Siddhartha Raina.

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2020 Diesel China Market 230

Green Car Congress

MARCH 12, 2012

billion by 2017, the market intelligence firm forecasts. However, significant reductions in battery cost are imperative for the industry to grow to the $14.6 billion and 28 million kWh market that Pike Research also forecasts by 2017. China will likely supplant Japan as the leader in. —John Gartner. (In

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Li-ion 2017 Price Batteries 324

Green Car Congress

APRIL 1, 2020

The COVID-19 has hit the Chinese EV sector hard; CRU, a provider of business intelligence on the global metals, mining and fertilizer industries, believes that weak sales will last at least until early Q2 2020. Nonetheless, it continues to forecast Chinese EV sales growth in 2020 over 2019’s total. EV sales in China dropped 75.2%

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Chinese Sale China 2020 221

Green Car Congress

MARCH 17, 2015

Frost & Sullivan forecasts that with the Chinese Government’s push and pull strategy of new energy vehicle development, gasoline powertrains’ unit production market share is expected to slightly reduce to 94.9%, while the electric vehicle (EV) powertrain segment’s share will expand to 4.2% by 2020, up from 0.1%

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2020 Market China Chinese 150

Green Car Congress

APRIL 30, 2022

At the same time logistical difficulties caused by the lockdowns in Shanghai and elsewhere are disrupting supply chains for automakers and battery producers. Consultancy Rho Motion now forecasts Chinese EV sales of 5.6 million this year, down from an earlier forecast of 5.8 —Jiang Li, CATL board member.

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Price Chinese Sale Battery 279

Green Car Congress

DECEMBER 17, 2021

The rapid growth of the hybrid and electric vehicle segment could potentially cause demand for electrical steel to outpace supply from 2025, according to a new report by a team of analysts from the Automotive Supply Chain and Technology team at IHS Markit. Supply is extremely limited in North America.

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Supplies Cleveland Electric Electrical 243

CleanTechnica EVs

APRIL 14, 2021

A look at trends in the lithium industry, including forecasts for Tesla and reactions to Volkswagen Power Day.

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Tesla Supplies China Industrial 57

Green Car Congress

MARCH 3, 2018

SAIC Motor Corporation Limited and Infineon Technologies AG established a joint venture to manufacture power modules for the developing electric vehicle market in China. SAIC Motor is the largest OEM in China and thus an outstanding partner to further strengthen and expand our position. million units in 2020 and 4.3

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China Motors Motoring Motor 218

Green Car Congress

MARCH 6, 2018

Oil production growth from the United States, Brazil, Canada and Norway can keep the world well supplied, more than meeting global oil demand growth through 2020, but more investment will be needed to boost output after that, according to the International Energy Agency’s latest annual report on oil markets. mb/d by 2023 to 104.7

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Brazil Norway Oil Canada 218

Teslarati

JANUARY 17, 2022

Thanks in no small part to the runaway success of vehicles like the Tesla Model 3, Model Y, and other notable electric cars from ventures like SAIC-GM-Wuling, China’s EVs are on track to reach the country’s 20% nationwide penetration goal this 2022. year-over-year increase. December deliveries were even better with their 138.9%

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China Tesla Cars Sale 145

Green Car Congress

NOVEMBER 25, 2018

ADEME, France’s Environment and Energy Management Agency, carried out a study with IFP Energies nouvelles (IFPEN) on the dynamics of lithium supply and demand, based on different scenarios for the electrification of the global car fleet by 2050. Further, vulnerabilities could emerge from increased competition among lithium buyers.

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Supplies Chile Argentina Fleet 236

Green Car Congress

MAY 2, 2011

Projected saturation of private cars in China by fuel type under the two scenarios. China’s energy use will level off well before mid-century even as its population edges past 1.4 billion due to the phenomenon of saturation, according to a new study by Berkeley Lab’s China Energy Group. Source: LBL. Click to enlarge.

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China Energy 2005 Cars 285

Green Car Congress

FEBRUARY 17, 2022

Graphex Group has entered into an exclusive non-binding memorandum of understanding (MOU) with the Municipal Government of Mashan District, Jixi City, Heilongjiang, China with the intention of expanding its graphite processing and production capacity within the Jixi Mashan Graphite Industrial Park. million in 2020 to 11.2

Li-ion 186

Li-ion China Batteries Battery 186

Green Car Congress

JULY 5, 2012

PEV Sales in China by segment: 2012-2017. Pike projects the PEV market in China will grow at a compound annual growth rate (CAGR) of 60% from 2012 to 2017, surpassing 152,000 units sold annually by 2017. However, that figure represents less than 1% of the total light duty vehicle market in China. China’s Energy Saving and.

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Plug-in 2017 China Market 239

Baua Electric

APRIL 12, 2024

CNESA forecast improvements in the economics of battery energy storage in China this year, without providing specifics. Growth in China’s battery storage capacity could slow down in 2024, according to an industry association, as energy storage struggles with low profitability.

Auto 52

Auto Energy Storage Batteries Battery 52

Green Car Congress

JANUARY 18, 2013

In its latest Oil Market Report , the International Energy Agency (IEA) raises its forecast for global consumption of oil to 90.8 A raised 4Q12 demand estimate and heightened expectations for China are the main contributors to the hike. Global crude oil supplies fell by 170 kb/d in December, to 91.2 days to 30 days in November.

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2013 Saudi Arabia Oil Global 225

Green Car Congress

SEPTEMBER 13, 2020

Mine supply continued to edge higher in 2019, albeit by a relatively slow 0.7%—an Other uses for molybdenum include catalysts for the petroleum industry, inks for circuit boards, pigments and electrodes. Demand is forecast to rise by 7.1% decline in 2019. —an identical rate of growth as 2018. bbl in April 2020.

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2020 2019 2018 Oil 186

Green Car Congress

NOVEMBER 8, 2018

The falling cost of batteries is set to drive a boom in the installation of energy storage systems around the world in the years from now to 2040, according to the latest annual forecast from research company Bloomberg NEF (BNEF). trillion in investment over the next 22 years, according to BNEF forecasts.

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Energy Storage Energy South Korea Grid 275

Baua Electric

APRIL 11, 2024

“In 2024, the entire world is in a stage of reconfiguring supply chains, geopolitics are bringing new challenges to supply chains,” CNESA said in the white paper. This is particularly important for China, which has minimal natural gas capacity, a more flexible power source than slow-ramping coal plants.

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Auto Energy Storage Batteries Battery 52