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.

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China Batteries Battery Energy Storage 434

Green Car Congress

MAY 24, 2021

A range of devices and machines rely on rare earth elements that are mined and refined largely in China. Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. China dominates the global rare earths market. Causes of supply disruptions.

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Supplies Range Wind Market 468

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 of supply in 2022 and 1.8

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Oil Global Libya Russia 210

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).

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Parts Europe China Batteries 136

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 growing number of repurposer and battery diagnostician start-ups are starting to establish robust supply chains with automotive OEMs. Currently, base station backup energy in China is the dominant market for second-life EV batteries.

Market 195

Market Li-ion Batteries Battery 195

Teslarati

MARCH 12, 2024

Morgan Stanley forecasted that the Chinese battery supplier will return to solid profit growth later in 2024. ” The China-based battery supplier’s shares surged by 14.5% ” The China-based battery supplier’s shares surged by 14.5% The Chinese automaker isn’t just focused on China, though.

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Price Chinese North America Buy 77

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%

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Industrial Industry Indonesia China 307

Green Car Congress

SEPTEMBER 4, 2021

Thee is a growing disconnect between battery demand and raw material supply that could derail Europe’s and North America’s electrification plans, according to Benchmark Mineral Intelligence. Outside of China, Europe and North America are the key regions developing significant lithium-ion cell production capacity.

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Supplies North America Batteries Battery 225

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

JUNE 4, 2023

Overall, despite nickel demand growth, which has averaged 7% per annum since 2015, Indonesia is creating a supply glut and losing potential revenue by selling the country’s nickel resources at substantial discounts. The forecast for nickel supply in 2023 is almost unchanged at 3.45 Mt to 3.22 Mt (7% year-on-year growth).

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Market Indonesia Russia Supplies 304

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. million units in 2019 and is forecasted to maintain a steady upwards path. Ltd (JMEV).

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Light China Commercial Vehicles 378

Green Car Congress

JUNE 20, 2023

Globally, the battery industry needs to invest at least $514 billion across the whole supply chain to meet expected demand in 2030, and $920 billion by 2035, according to a new analysis by Benchmark. Demand for lithium ion batteries is forecast to grow to 3.7 This year, the world is forecast to produce 1.0 Closing this 2.7

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Industrial Industry Global Lithium Ion 243

Green Car Congress

SEPTEMBER 5, 2023

Next-generation lithium manganese nickel oxide (LMNO) battery chemistries are also soon to be commercialized; Benchmark forecasts a 6% share by 2030. However, the supply chain for high-purity manganese sulfate (HPMSM) production is dominated by China, which currently accounts for 96% of global supply.

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Batteries Battery Louisiana Lithium Ion 195

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

JULY 23, 2021

BHP will supply Tesla Inc. and to collaborate with them on ways to make the battery supply chain more sustainable through our shared focus on technology and innovation. It adds to two more nickel supply deals that Tesla has likely secured to lock up its expected demand from 2022 onwards with Prony Resources and Vale.

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Supplies Lithium Ion Tesla Australia 186

Green Car Congress

MARCH 13, 2020

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. Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. Chart: BloombergNEF.

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Energy Storage Renewable Energy Asia 416

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

AUGUST 23, 2021

COVID-19 Still Impacting Supply Chain. Unlike the capacity constraints in wafer fabs, which was impacting mainly automotive MCUs, assembly capacity constraints impact all semiconductor types including sensors, power supplies and discretes. Global Light Vehicle Production Forecast Implications. This represents an 8.3%

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Light Supplies Global Malaysia 186

Green Car Congress

OCTOBER 15, 2022

million tonnes of cumulative global production of lithium between 2015 and 2022, according to Benchmark’s Lithium Forecast. The long term path for lithium is set, yet the supply chain scaling challenge has just begun. Near-term, a total of 2.9 million tonnes LCE will be needed by 2032, more than the 2.7 —Simon Moore.

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Lithium Ion Energy Storage 2015 Supplies 360

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% Western Europe is currently the second largest market (behind China) with an expected 1.0 Navigant expects the China market will reach 28.0 The company does not expect China’s 2.8% million by 2020.

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2020 Li-ion China Market 278

Green Car Congress

JANUARY 17, 2022

In its latest report, Tech, Media, & Telecom (TMT) Predictions 2022 – Thematic Research , data and analytics company GlobalData predicts that Tesla and China are set to maintain their dominance in the EV sector. China’s EV fleet will be 60% of the world’s total by 2030. —Amrit Dhami, Thematic Analyst at GlobalData.

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China Lithium Ion Toyota Petrol 199

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

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

MARCH 14, 2023

million barrels per day (b/d), according to the US Energy Information Administration’s (EIA’s) Petroleum Supply Monthly. US ethane product supplied, a proxy for ethane consumption, averaged just under 2.0 US ethane exports to China increased 50% from 2021 to a record-high average of 157,000 b/d in 2022. million b/d in July.

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Pennsylvania China Financing United States 195

Green Car Congress

JULY 31, 2019

Energy storage installations around the world will multiply exponentially, from a modest 9GW/17GWh deployed as of 2018 to 1,095GW/2,850GWh by 2040, according to the latest forecast from research company BloombergNEF (BNEF). South Korea is the lead market in 2019, but will soon cede that position, with China and the US far in front by 2040.

Energy Storage 225

Energy Storage Grid Global Energy 225

Green Car Congress

SEPTEMBER 10, 2022

Accordingly, the world needs more than 300 new mines to be built by 2035 if raw material supply is to keep up with this demand, according to a new analysis by Benchmark. Benchmark forecasts this scrap will account for 78% of the pool of recyclable materials in 2025. China currently dominates the recycling scene.

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Li-ion Batteries Battery Lithium Ion 447

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

MAY 21, 2018

The latest long-term forecast from Bloomberg New Energy Finance (BNEF) shows sales of electric vehicles (EVs) increasing from a record 1.1 China will lead this transition, with sales there accounting for almost 50% of the global EV market in 2025 and 39% in 2030. But the big new feature of this forecast is electric buses.

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Supplies China Financing Global 210

Green Car Congress

APRIL 12, 2022

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. Equipment investments are projected to remain above $3 billion in 2023, with the foundry sector accounting for 54%, followed by discrete/power at 20% and analog at 19%.

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Supplies Taiwan 2013 Japan 454

Teslarati

MARCH 27, 2024

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. In addition, the United States has an under-supply of affordable EVs and cheap batteries for electric vehicles.

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Recharge Market Power Powered 137

Green Car Congress

NOVEMBER 25, 2020

Q1 2020 saw monthly average prices fall further to less than US$7,000/t Li 2 CO 3 for the first time since 2014, eroding price increases caused by forecast strong demand growth in the lithium-ion battery industry and uncertainty over future supply. Lithium demand by application in 2019. Source: Roskill.

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Recharge Li-ion Industrial Industry 334

Green Car Congress

JANUARY 16, 2022

Eight dump trucks that were deployed under trial leases in Foshan, a UN Hydrogen Demonstration City in China, are not included in the 87 vehicle deliveries.

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Fuel Vehicles Asia Hydrogen 334

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. BNEF sees $1.3

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Wind Solar Global Coal 220

Teslarati

MAY 10, 2021

Tesla’s demand for automotive batteries has driven supplier Panasonic’s profitability forecast up 30% this year as the Japanese company looks to rebound from lockdowns and lackluster demand in 2020 caused by the coronavirus. Forecasts for Panasonic’s overall operating profit project 27.6% billion yen ($292.43

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Tesla 2020 Japan Batteries 142

Baua Electric

JULY 5, 2023

AlixPartners forecast China’s total auto gross sales would develop 3 p.c It forecast expansion to 30.6 million automobiles in 2030, when it projected greater than part of automobiles offered in China could be EVs. executive has supplied $12 billion in subsidies over that week, AlixPartners mentioned.

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Chinese Sale Automobile Asia 52

Green Car Congress

JANUARY 11, 2023

US oil production is the largest source of production growth in the forecast, but that growth remains uncertain because of relatively low capital investment from oil producers, EIA noted. Areas of uncertainty include Russian oil supply and OPEC production. EIA forecasts US gasoline prices to average around $3.30

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Oil Prices Oil Global Price 210