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Benchmark: China dominates Li-ion battery supply chain

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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. Lithium is typically shipped to China for conversion to lithium carbonate or lithium hydroxide.

Li-ion 293
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onsemi and ZEEKR sign long-term supply agreement for SiC power devices

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onsemi, a provider of intelligent power and sensing technologies, and premium electric mobility brand ZEEKR have entered a long-term supply agreement (LTSA). These power devices deliver improved power and thermal efficiency, which reduces the size and weight of the traction inverter and enhances the range of the automaker’s EVs.

Supplies 284
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Gotion to supply VW with LFP cells outside of China

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Under a new contract, China-based Gotion High-Tech will supply Volkswagen with LFP cells outside China. Gotion began supplying LFP cells to Volkswagen China in early 2022. VW unveiled the unit cell in March 2021 as part of its Power Day.

Supplies 218
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Shell starts up 20 MW hydrogen electrolyzer in China

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Shell has started operations at the power-to-hydrogen electrolyzer in Zhangjiakou, a joint venture between Shell (China) Limited and Zhangjiakou City Transport Construction Investment Holding Group Co. We see opportunities across the hydrogen supply chain in China, including its production, storage and shipping.

Hydrogen 331
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Bosch starts volume production of its fuel-cell power module; Nikola pilot customer

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Bosch has now begun volume production of its Fuel-Cell Power Module (FCPM) at its Stuttgart-Feuerbach location. The Bosch plant in Bamberg, Germany, will supply the Feuerbach factory with the fuel-cell stack. Manufacturing the Fuel Cell Power Module in the Feuerbach plant.

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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. This surge occurred mostly in China, driven by steel manufacturing.

China 416
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Why New Production Sources of Tungsten Are Critical for Increased Global Supply

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in the April report for the Institute for Supply Management’s Manufacturing Index. This primarily includes dealing with a strained supply chain on critical raw materials, like tungsten, to produce all of those EV-powered automobiles, cranes, trucks and more. New Tungsten Production Will Open the Global Supply Chain.

Supplies 380