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Benchmark: battery supply chain hit by Chinese energy cuts

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Benchmark Minerals reports that China’s ongoing energy shortage, which has seen local governments enforce intermittent power cuts since July 2021, has begun to affect domestic anode and cathode production as several producers were forced to scale back production in late Q3.

Supplies 186
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Rio Tinto, Mongolia resolve issues over $6.925B Oyu Tolgoi copper project; underground operations to start

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Rio Tinto, Turquoise Hill Resources (TRQ) and the Government of Mongolia have reached an agreement that will move the Oyu Tolgoi (OT) copper mine project ( earlier post ) forward, resetting the relationship between the partners and increasing the value the project delivers for Mongolia.

Mongolia 150
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Giga Carbon Neutrality secures contract for 200 hydrogen and battery EV trucks and machinery in China

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Giga Carbon Neutrality (GCN) has secured a contract to supply 200 hydrogen and battery EV powered heavy trucks and associated engineering machinery from The People’s Government of Ejin Horo Banner, an administrative division of Ordos City of the Inner Mongolia Autonomous Region in China. The partners plan to invest RMB 2.3

Hydrogen 221
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Sinopec Xinjiang Kuqa green hydrogen pilot project enters operation

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As China’s first green hydrogen demonstration project of over 10,000-tonne capacity and based on solar power, it is expected to produce 20,000 tonnes of green hydrogen per year that will be supplied to Sinopec’s Tahe refinery. Sinopec’s Xinjiang Kuqa Green Hydrogen Pilot project enters operation, leading China’s green hydrogen development.

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Clean Global Energy in JV for $400M Underground Coal Gasification Project in China

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Australia-based Clean Global Energy Limited (CGE) secured a Joint Venture Agreement with Beijing Yusenjiayu Environmental Protection Technology Co. Ltd of Beijing, China (YSJY ), Inner Mongolia Gu Xin Mining Co. Underground coal gasification. Click to enlarge.

Coal 186
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First Solar Signs MoU for 2GW Solar Power Plant in China

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First Solar signed a memorandum of understanding (MOU) with the Chinese government to build a 2 gigawatt solar power plant in Ordos City, Inner Mongolia, China. First Solar also intends to facilitate expansion of the supply chains in China for thin film photovoltaic module production and for the recycling of photovoltaic modules after use.

Solar 170
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US convenes Minerals Security Partnership meeting

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First announced in June 2022, the MSP is a new multilateral initiative to bolster critical mineral supply chains essential for the clean energy transition. Additional minerals-rich countries in attendance included Argentina, Brazil, the Democratic Republic of the Congo, Mongolia, Mozambique, Namibia, Tanzania, and Zambia.

Namibia 210