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SEMI: 200mm semiconductor fab capacity set to surge 21% to mitigate supply-demand imbalance

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Fab count is net of wafer-size conversions. 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. After climbing to $5.3 billion last year, 200mm fab equipment spending is expected to be $4.9 Source: SEMI.

Supplies 454
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UP Catalyst offering carbon-negative graphite for European battery supply chain

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The surge in graphite demand has put pressure on Europe, which imports almost 98% of the graphite it uses. China is the leading graphite producer, dominating the entire supply chain for lithium-ion batteries. Whether it is natural or fossil fuel-derived synthetic graphite, the estimated carbon footprint it accounts for is 5.3

Carbon 186
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Equinor and RWE to develop hydrogen-fired power plants in Germany, Norway-to-Germany hydrogen pipeline

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The collaboration has the potential to develop Norway into a key supplier of hydrogen to Germany and Europe. In order to make progress in the conversion from fossil fuels to hydrogen, there is an urgent need for a rapid ramp up of the hydrogen economy. —Anders Opedal, Equinor’s CEO and president.

Norway 468
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Rosatom and EDF Group partner to develop green hydrogen in Russia and Europe

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Russian Rosatom State Atomic Energy Corporation and the EDF Group signed a strategic cooperation agreement in March 2021 to develop green hydrogen in Russia and Europe. The EDF Group is an integrated electricity company, active in all areas of the business: generation, transmission, distribution, energy supply and trading, energy services.

Russia 338
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Glencore and Li-Cycle partner to advance circularity in battery raw material supply chains

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supplying Li-Cycle’s sulfuric acid requirements for its Hub facilities. Glencore has been working on establishing regional platforms across the world to localize battery raw material supply chains within key regions in a scalable and sustainable manner, enabling a set of key partners to connect to these platforms.

Li-ion 150
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Infinium partners with ENGIE for one of largest announced commercial-scale e-fuels plants in Europe; Reuze project

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The new Reuze project includes the development of one of Europe’s largest announced CO 2 conversion hubs, located in France, which will enable the conversion of hundreds of thousands of tons of CO 2 emissions from ArcelorMittal into clean electrofuels for the European market.

Europe 150
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Galp and Northvolt establish JV for lithium conversion plant in Portugal; initial annual capacity of 35,000 tons of lithium hydroxide

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The plant will use a proven conversion process, leveraging recent process improvements and technologies to increase sustainability and efficiency. Additionally, the JV is seeking to enable use of green energy to power the conversion process, thereby minimizing and eventually avoiding reliance on natural gas as is the conventional approach.

Portugal 170