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

Green Car Congress

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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ICCT LCA study finds only battery and hydrogen fuel-cell EVs have potential to be very low-GHG passenger vehicle pathways

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This study uses recent data on industrial-scale battery production and considers regional battery supply chains. There will not be sufficient supply of very low-GHG biofuels, biogas, and e-fuels to decarbonize internal combustion engine vehicles, according to the ICCT. Source: The ICCT.

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Kia EV6 GT to benefit from additional supply of electric crossover

EV Central

COMPARISON TEST: Tesla Model 3 vs Kia EV6 vs Polestar 2 vs Hyundai Ioniq 5 READ MORE: Kia EV6 prices increase by $4600. “I I think the demand [for the GT] will be probably 50 percent higher than what supply can be,” says Meredith. The GT shares its body with the Kia EV6, but its dual motors make a combined 430kW and 740Nm.

Kia 87
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Norwegian startup Blastr plans €4B green steel plant in Finland

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Green steel will be a critical raw material for developing renewable energy infrastructure, such as wind turbines, as well as in segments such as construction, the automotive industry, and consumer goods. —Hans Fredrik Wittusen. Inkoo power plant. Fortum’s 1,000-megawatt Inkoo power plant was commissioned during 1974–1978.

Finland 437
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MIT study finds shift to green energy sources could mean crunch in supply of key rare earth elements

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Comparison of demand projections for REE (total summed). Of particular significance, one country (China) controls 98% of current supply (production). For example, in 1978 Zaire controlled 48% of the cobalt supply and yet political unrest in Zaire resulted in a disruption to global supply that became known as the “Cobalt Crisis”.

MIT 252
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Utah-based Energy Fuels to enter commercial rare earth business in Q1-2021

Green Car Congress

entered into a three-year supply agreement with The Chemours Company to acquire a minimum of 2,500 tons per year of natural monazite sands, one of the highest-grade rare earth element (REE) minerals in the world. Energy Fuels Inc. The monazite sands will be from Chemours’ Offerman Mineral Sand Plant in Georgia.

Utah 417
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3 Oil Majors That Bet Big On Renewables

Green Car Congress

An analysis of near-term spending plans on renewables by the biggest oil and gas companies shows that real investments in renewable energy will continue to pale in comparison to capex plans for greenfield fossil fuel projects. Equinor has announced plans to invest $10B into clean energy by 2025, mostly through its offshore wind portfolio.

Oil 418