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Baker Institute: China positioning itself to dominate world’s copper supply

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China is positioning itself to dominate the global supply of copper, a material in high demand as the world transitions to alternative energy systems, according to experts from Rice University’s Baker Institute for Public Policy. “If China’s domestic production of copper is inadequate relative to demand, according to the authors.

Supplies 250
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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

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The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. The detailed report— Need Nickel? —Baker Institute report Need Nickel?

China 416
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MP Materials and Sumitomo to strengthen rare earth supply in Japan

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and Sumitomo Corporation announced an agreement to diversify and strengthen rare earth supplies in Japan. Further, the companies will collaborate on the supply of rare earth metals and other products. The effort to electrify and decarbonize the global economy is causing demand for rare earths to grow rapidly, outpacing new supply.

Japan 225
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Benchmark: global battery industry needs to invest $514B to meet demand in 2030; $920B by 2035

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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. This includes spending on renewables such as wind and solar as well as grid and other infrastructure. billion.

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Cummins & Sinopec launch JV to produce and promote green hydrogen technologies in China

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and China Petrochemical Corporation (Sinopec Group) have formed a 50:50 joint venture: Cummins Enze (Guangdong) Hydrogen Technology Co., Cummins Enze, located in Foshan, Guangdong Province in China, will initially invest $47 million (RMB 300 million) to locate a manufacturing plant to produce proton exchange membrane (PEM) electrolyzers.

Hydrogen 321
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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 Solid Air Hydrogen Liquefaction process © Hunt et al.

Hydrogen 273
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UP Catalyst offering carbon-negative graphite for European battery supply chain

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China is the leading graphite producer, dominating the entire supply chain for lithium-ion batteries. It’s encouraging to see green and local initiatives like UP Catalyst’s, which could help to ensure a much more sustainable supply chain while clogging a major supply gap. Stefan Permien, CEO of UniverCell Holding GmbH.

Carbon 186