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

SEPTEMBER 3, 2022

There are also other companies in China that offer models with battery swap support, but for the taxi market. Nio has 1071 swap stations in China as of August 2022 but is gearing up to expand its sales and swap station facilities across Europe. Swapping to become more efficient by using smaller batteries.

China 434

China Batteries Battery Energy Storage 434

Green Car Congress

DECEMBER 13, 2022

The worldwide semiconductor industry is projected to invest more than $500 billion in 84 volume chipmaking facilities starting construction from 2021 to 2023, with segments including automotive and high-performance computing (HPC) fueling the spending increases, SEMI announced in its latest quarterly World Fab Forecast report.

Industrial 243

Industrial Industry Global Taiwan 243

Green Car Congress

DECEMBER 24, 2022

Australia’s lithium production is forecast to grow from 335,000 tonnes of lithium carbonate equivalent (LCE) in 2021–22 to 399,000 tonnes in 2022–23 and 470,000 tonnes of LCE in 2023–24. In 2022–23 Australia’s export earnings are forecast to more than triple — from $4.9 billion in 2021–22 to $16.1 billion, and $17.0 billion in 2023–24.

Australia 281

Australia South Korea Chile Argentina 281

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. China also dominates global lithium refining and processing.

Africa 259

Africa China Lithium Ion Madagascar 259

Green Car Congress

FEBRUARY 19, 2023

This was due to a spike in EV sales in December 2018 in China in advance of subsidy rollbacks that provided a false signal for the year ahead. As with battery capacity, this was due to a spike in EV sales in December 2018 in China in advance of subsidy rollbacks that provided a false signal for the year ahead.

Global 195

Global Market 2018 PHEV 195

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

Oil 210

Oil Global Libya Russia 210

Green Car Congress

APRIL 5, 2013

In a new report , Navigant Research forecasts that the global market for e-bicycles will grow at a modest rate of 3.1% CAGR, respectively), the market research firm anticipates. CAGR, respectively), the market research firm anticipates. Navigant expects the China market will reach 28.0 million by 2020.

2020 278

2020 Li-ion China Market 278

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

Oil 186

Oil Ukraine Russia Brazil 186

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.

Recharge 137

Recharge Market Power Powered 137

Green Car Congress

MARCH 10, 2020

Global oil demand is expected to decline in 2020 as the impact of the new coronavirus (COVID-19) spreads around the world, constricting travel and broader economic activity, according to the International Energy Agency’s (IEA’s) latest oil market forecast. The impact of the coronavirus on oil markets may be temporary.

Oil 300

Oil 2020 Global Market 300

Green Car Congress

MARCH 2, 2020

In a new report, “ Electric Vans 2020-2030 ”, UK-based IDTechEx forecasts that global production of electric LCVs will exceed 2.4 IDTechEx says that the light commercial vehicle market is uniquely positioned to rapidly transition to electric vehicles. Forecast eLCV share of total global LCV market revenue.

Global 259

Global Production North America 2020 259

Green Car Congress

APRIL 16, 2020

Groupe Renault is setting a new strategy for China, based on Electric Vehicles (EV) and Light Commercial Vehicles (LCV). With 860,000 electric vehicles sold in China in 2019, China is by far the largest EV market in the world. EV sales are expected to reach 25% of the Chinese market by 2030. LCV market.

Light 378

Light China Commercial Vehicles 378

Green Car Congress

JUNE 23, 2021

A new report from IDTechEX forecasts the solid-state battery market will grow to $8 billion by 2031. The car plug-in market will take the largest share (66%) in 2031, followed by smartphone applications.

Market 418

Market Batteries Battery Li-ion 418

Green Car Congress

MAY 14, 2022

Benchmark forecasts lithium demand in 2030 will reach 2.4 million tonnes more than the 600,000 tonnes of lithium Benchmark forecasts will be produced in 2022. Benchmark now publishes weekly prices for: Lithium Carbonate, EXW China, ?99.5% Lithium Carbonate, EXW China, ?99.0% Lithium Hydroxide, EXW China, ?56.5%

Industrial 307

Industrial Industry Indonesia China 307

CleanTechnica EVs

APRIL 20, 2021

In this first part of a two-part interview for CleanTech Talk, Rodney Hooper of RK Equity talks lithium and EV battery production and supply forecasts for 2025–2030 in Europe, China, the US, and globally. Listen via the embedded SoundCloud player below, or via your preferred podcasting network (see options below).

Parts 136

Parts Europe China Batteries 136

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).

Market 296

Market Chile Argentina Batteries 296

Green Car Congress

DECEMBER 3, 2022

While some automakers have alternative motor technologies that don’t rely on rare earths, the market has not shifted in this direction significantly. To date, the three main categories used in the electric car market are permanent magnet motors, induction motors, and wound rotor motors. At peak 2022, neodymium price was 3.8x

Market 259

Market Motor Motors Motoring 259

Green Car Congress

FEBRUARY 17, 2021

Faurecia has acquired a majority of CLD, one of China’s largest high-pressure tank manufacturers. The transaction will be completed once regulatory approvals are obtained in China. Faurecia and CLD will develop and manufacture homologated type III and IV hydrogen storage tanks for the Chinese market.

Hydrogen 243

Hydrogen China Chinese Clean 243

Green Car Congress

APRIL 18, 2023

Continued investment in China’s battery production scene is increasingly pushing its market into oversupply, putting strain on Tier 3 producers which are unable to access large global EV markets and are forced to compete in the saturated domestic space, according to Benchmark Mineral Intelligence.

Chinese 259

Chinese Lithium Ion China Global 259

Green Car Congress

FEBRUARY 26, 2014

The fast-growing semiconductor market for China’s automotive industry is set for double-digit expansion in revenue this year, propelled by an increasing desire among Chinese car buyers for added vehicle safety features and helpful infotainment applications such as car navigation, according to a new report from IHS Technology (NYSE: IHS).

China 199

China 2014 Market South Korea 199

Green Car Congress

JULY 27, 2023

Africa’s mined lithium production output is set to increase more than ten-fold this decade, according to Benchmark’s Lithium Forecast. 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

FEBRUARY 17, 2021

The new coating line will support VAMA’s ambition to become one of the largest suppliers to China’s automotive market. China is already the world’s largest automotive market, with forecasts indicating anticipated annual growth of at least 6% in the coming decade.

Market 186

Market China Building Chinese 186

Green Car Congress

JANUARY 9, 2015

2015 forecast share by region. In its latest Global Auto Report , Scotiabank forecasts record global car sales in 2015, with the total market advancing 4% over 2014, reaching more than 74 million units. Global growth will mainly be driven by China, where Scotiabank expects auto demand to grow 7% in 2015 to 19.36

2015 150

2015 Global Auto Peru 150

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. —Zeng Yuqun.

China 257

China Building Li-ion 2020 257

Green Car Congress

MARCH 31, 2016

forecasts that the global lead acid battery market will reach US$76.44 Growing preference for pollution free hybrid & electric vehicles along with technological development is expected to drive lead acid battery demand over the forecast period. VRLA (valve-regulated lead-acid) batteries are forecast to grow at a CAGR of 6.4%

Lead Acid 150

Lead Acid Global Market VRLA 150

Green Car Congress

JANUARY 11, 2013

Total lithium-ion transportation battery revenue by region, world markets: 2012-2020. In a new report , Pike Research forecasts that the overall market for Li-ion batteries in light duty transportation will grow from $1.6 Source: Pike Research. Click to enlarge. billion in 2012 to almost $22 billion in 2020.

Li-ion 323

Li-ion 2015 2020 Global 323

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. —Jess Roberts, Benchmark’s Head of Forecasting New battery chemistries are expected to use even more manganese.

Batteries 195

Batteries Battery Louisiana Lithium Ion 195

Green Car Congress

DECEMBER 21, 2012

Pike Research has published an update to its earlier forecasts on xEVs: hybrid (HEVs); plug-in hybrid (PHEVs); and battery electric vehicles (BEVs). As a result of new assumptions, Pike Research has slightly reduced its forecasts for plug-in vehicles (PEVs: PHEVs and BEVs combined) from past forecasts. million in 2020, or 2.1%

Market 268

Market North America PHEV Ford 268

Green Car Congress

MAY 2, 2018

GKN Driveline is expanding its presence in China with the construction of a new plant in Pinghu, Zhejiang Province, through its Chinese joint venture Shanghai GKN HUAYU Driveline Systems (SDS). The introduction of eDrive technology builds on GKN and SDS’s history of successfully implementing new driveline technologies into China.

China 150

China Chinese 2018 All-Electric 150

Green Car Congress

JANUARY 12, 2020

In August 2019, CRU reported on the steady slide in prices that has occurred in the lithium market since the beginning of the year. 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 The rest of the lithium market is fragmented.

Price 243

Price China Sale 2019 243

Green Car Congress

JANUARY 20, 2015

Growing demand for electric vehicles (EVs) in China is triggering an explosion of investment in the lithium-ion battery industry, with China’s production of power lithium-ion batteries set to jump 400% by 2017, according to market research firm CCM.

Li-ion 150

Li-ion Lithium Ion 2017 China 150

Green Car Congress

MARCH 13, 2020

The global auto market is very sensitive to macroeconomic conditions and will be hit hard by the coronavirus and any economic contraction that accompanies it, BNEF says. Early data from the main markets in Asia shows a drop in vehicle sales of 44% for China and 18% for Korea, two of the hardest hit countries.

Energy Storage 416

Energy Storage Renewable Energy Asia 416

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%

2020 150

2020 Market China Chinese 150

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.

2020 230

2020 Diesel China Market 230

Green Car Congress

JANUARY 16, 2019

BNEF said that it expects China will continue to lead, with some 1.5 million units—around 57% of the global market. China’s market is in transition, and the recent annual doubling of sales every year looks unlikely to hold in 2019. BloombergNEF (BNEF) expects 2.6

2019 392

2019 Global Sale South Korea 392

EV Central

SEPTEMBER 30, 2023

That’s one of the take-outs from a detailed analysis by investment analyst UBS Research , which released a report on its forecasts for EVs and the automotive industry over the next decade. The company says BYD has healthy profit margins on the Tesla Model 3 -rivalling Seal and that it could leverage them to bolster market share.

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BYD Electric Cars China Sale 129