CleanTechnica EVs

APRIL 20, 2021

In this first part of a two-part interview for CleanTech Talk, Rodney Hooper of RK Equity talks lithium and EV battery production and supply forecasts for 2025–2030 in Europe, China, the US, and globally. Listen via the embedded SoundCloud player below, or via your preferred podcasting network (see options below).

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MARCH 7, 2023

The new technology center will focus on technical collaboration with customers in order to accelerate application innovation for Cabot’s battery materials product lines within Europe. The EMEA Technology Center is expected to commence operations by April 2023, with a planned expansion to be completed in 2024.

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Corporation Europe Batteries Battery 210

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NOVEMBER 2, 2022

Meta Materials , a developer of high-performance smart materials and nanocomposites, entered into a Memorandum of Understanding (MOU) in partnership with DuPont Teijin Films and Mitsubishi Electric Europe. According to an S&P Global Future of Copper report, the world may face a shortfall of between 1.6 million tons of copper by 2035.

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Mitsubishi Europe Batteries Battery 300

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MAY 11, 2023

This dynamic will likely remain through to 2024, the report says, as a plentiful and growing supply surplus maintains pressure on prices. However, in the longer term, demand for cobalt will outpace supply, lifting prices and supporting a new wave of supply side investment.

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Supplies Market North America Philippines 259

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OCTOBER 5, 2022

Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. times from now until 2030, despite efforts to develop cathode capacity in the rest of the world—forecast to increase only 2.8

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China Production Global North America 243

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JUNE 26, 2023

Saudi Arabia has cut a number of deals recently that coud make the country’s lithiu-ion supply chain the most developed in the Middle East, according to an analysis by Benchmark Mineral Intelligence. Rabigh Refining & Petrochemical Company will supply feedstock in the form of decant oil. Earlier post.)

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Saudi Arabia Supplies Building Chevron 170

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JUNE 4, 2023

Despite extremely low LME nickel exchange inventories, which are currently at the 2007 level and amount to less than 5 days of global use only, the LME nickel contract was down by 30% since the beginning of the year. The forecast for nickel supply in 2023 is almost unchanged at 3.45 Mt to 3.22 Mt (7% year-on-year growth).

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Market Indonesia Russia Supplies 304

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JULY 12, 2023

The global market for ammonia is poised to triple in the coming decades with nearly all of the growth coming from low-carbon ammonia, according to a new analysis by S&P Global Commodity Insights. The rapid growth in ammonia driven by low-carbon supplies will change the current market beyond recognition.

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Market Carbon Supplies Insight 195

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JUNE 19, 2018

—Seb Henbest, head of Europe, Middle East and Africa for BNEF and lead author of NEO 2018. trillion being invested globally in new power generation capacity between 2018 and 2050, with $8.4 Gas-fired generation is seen rising 15% between 2017 and 2050, although its share of global electricity declines from 21% to 15%.

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Wind Solar Global Coal 220

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MARCH 13, 2020

The global auto market is very sensitive to macroeconomic conditions and will be hit hard by the coronavirus and any economic contraction that accompanies it, BNEF says. Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. Chart: BloombergNEF.

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MARCH 12, 2022

Europe has become the fastest growing region for new electric vehicle (EV) lithium-ion battery capacity outside of China, according to Benchmark Minerals. Benchmark will explore this topic at its upcoming Battery Megafactories Europe 2022 , 22-23 March, Berlin, Germany.). million EVs. Samsung SDI (Hungary): 20 GWh.

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DECEMBER 31, 2014

In a new report , Navigant Research forecasts that light-duty natural gas vehicle (LD NGV) sales will grow 119% between 2014 and 2024, culminating in 42.1 Navigant forecasts only 56,251 LD NGV sales in 2014 in North America. Forecasts Natural Gas' Cumulative light-duty NGV sales by segment. Source: Navigant. Click to enlarge.

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Gas North America Global Vehicles 244

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AUGUST 5, 2023

The company is also targeting 50% of all its vehicles in the US and 100% of all its passenger vehicles in Europe to be electric by 2030. Benchmark’s high case scenario forecasts that 7.0 With the amount of lithium production forecast by Benchmark for 2030, only 3.2 In 2022, the company produced just over 1.3 million EVs.

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Industrial Industry Lithium Ion General Motors 369

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FEBRUARY 5, 2014

In a new report, “ Biofuels for Transportation Market s”, Navigant Research forecasts that global demand for biofuels in the road transportation sector will grow from representing almost 6% of the liquid fuels market in 2013 to roughly 8% by 2022. Navigant projects the global biodiesel market will grow from 6.9

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Global Market Fuel Brazil 231

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APRIL 12, 2022

billion in 2022 as 200mm fab utilization remains at high levels and the global semiconductor industry works to overcome the chip shortage. 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 Source: SEMI.

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Supplies Taiwan 2013 Japan 454

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APRIL 5, 2013

In a new report , Navigant Research forecasts that the global market for e-bicycles will grow at a modest rate of 3.1% North America, Western Europe, and Latin America will show signs of faster growth (9.7%, 9.1%, and 14.4% North America, Western Europe, and Latin America will show signs of faster growth (9.7%, 9.1%, and 14.4%

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2020 Li-ion Market China 278

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NOVEMBER 25, 2018

ADEME, France’s Environment and Energy Management Agency, carried out a study with IFP Energies nouvelles (IFPEN) on the dynamics of lithium supply and demand, based on different scenarios for the electrification of the global car fleet by 2050. Further, vulnerabilities could emerge from increased competition among lithium buyers.

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DECEMBER 28, 2015

In its new Natural Gas Vehicles report, Navigant Research forecasts that global annual NGV sales—light-, medium- and heavy-duty—will grow 62.5% Navigant forecasts that the number of light-duty NGVs on the world’s roads will double by 2025 to 39.6 million vehicles in 2015 to 3.9 million in 2025. of all LDVs.

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2015 Gas Global North America 150

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SEPTEMBER 27, 2022

Canada-based Euro Manganese (EMN) signed a non-binding Memorandum of Understanding (MoU) with Norwegian state-owned company Statkraft for the long-term supply of carbon-free renewable energy for Euro Manganese’s flagship Chvaletice Manganese Project (CMP) in the Czech Republic. Statkraft is Europe’s largest generator of renewable energy.

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Renewable Czech Republic Supplies Energy 199

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JULY 17, 2020

The partnership is part of Europe’s strategic industry initiative, the European Battery Alliance, aimed at building an independent, sustainable, and resilient battery industry in Europe. The region contains Europe’s largest lithium resource and one of the largest worldwide. Earlier post.).

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Germany Carbon Lithium Ion Europe 491

Baua Electric

APRIL 5, 2024

Ho-Sung Song, the global president and CEO of Kia expects the Indian market to remain flat in 2024. The CEO views the slowdown in India as not only a local phenomenon but expects the next two years to remain difficult in terms of volumes, with the global automotive demand expected to slow down in 2024 and 2025. “In

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Kia Global Market India 52

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APRIL 18, 2020

IHS Markit is forecasting that global commercial vehicle production (GVW 4-8) volumes in 2020 compared to 2019 will be down 22% (more than 650,000 units) to 2.6 These forecasts are informed by the latest IHS Markit global economic forecast updates, which reflect a 3.0% decline in global real GDP in 2020.

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2020 Commercial Global Production 191

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JANUARY 8, 2014

During 2014, the global plug-in electric vehicle (PEV) industry is poised to grow by 86% and will surpass more than 346,000 new vehicles sold, according to a new white paper—“ Electric Vehicles: 10 Predictions for 2014 ”—published by Navigant Research. More mainstream models will come from Kia, Mahindra, Škoda, and Volkswagen.

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2014 Global Sale Motorcycles 346

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JULY 6, 2012

The global market for light-duty (LD) natural gas vehicles (NGVs)—including passenger cars, light-duty trucks and commercial vehicles—will experience a compound annual growth rate (CAGR) of 6.2% million vehicles sold in 2019, according to a new forecast by Pike Research. between 2012 and 2019, reaching 3.2

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2019 Light Gas Global 311

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JULY 24, 2010

Renewable jet fuel from a variety of feedstocks may supply 1% of commercial aviation fuel need by 2015, according to Billy Glover, managing director of environmental strategy at Boeing’s commercial airplanes unit, in an interview with Bloomberg. “We

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2015 Renewable Commercial Fuel 199

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SEPTEMBER 3, 2022

Nio has 1071 swap stations in China as of August 2022 but is gearing up to expand its sales and swap station facilities across Europe. Norway now has two swap stations in operation, and Nio claims it will have 20 swap stations across Europe in countries including Germany, the Netherlands, Denmark, and Sweden by the end of this year.

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China Batteries Battery Energy Storage 434

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MAY 20, 2013

In a forecast of the Lithium market through 2017, Roskill Information Services estimates that rechargeable batteries will, in the base-case growth scenario, contribute 75% of the growth in forecast lithium demand to 2017, when total demand for lithium is expected to reach slightly more than 238,000t lithium carbonate equivalent (LCE).

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Market Chile Argentina Batteries 296

Green Car Congress

MARCH 12, 2012

billion by 2017, the market intelligence firm forecasts. billion and 28 million kWh market that Pike Research also forecasts by 2017. In its 2009 forecast on EV batteries, Pike forecast that Li-ion prices would drop to $470 per kWh in 2015. of the global market in 2017. of the global market in 2017.

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Li-ion 2017 Price Batteries 324

Teslarati

JANUARY 16, 2023

Global electric vehicle sales reached 10 percent of all new cars sold in 2022, an increase from 8.3 New data provided by LMC Automotive and EV-Volumes.com (via Wall Street Journal ) shows global EV sales made up 10 percent of every new car sold globally last year, with most of the sales occurring in Europe and China.

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MAY 27, 2013

In a newly published research report (“ Fuel Cell Vehicles ”), Navigant Research forecasts that worldwide sales of light-duty fuel-cell vehicles (FCVs) will reach the 1,000 mark in 2015 and then begin a period of strong growth, surpassing 2 million vehicles annually by 2030. Forecasts Fuel Cells Hydrogen' —“Fuel Cell Vehicles”.

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Light South Korea Fuel Sale 207

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AUGUST 7, 2020

After growing by more than 2% in 2019, global gas use is set to fall by around 4% in 2020, as the COVID-19 pandemic reduces energy consumption across the global economies. The report shows that medium-term growth will come from increasing cost-competitiveness and increased global access to gas.

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Gas Global Industrial Industry 243

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JULY 21, 2021

The ICCT has conducted a comprehensive global and temporal life-cycle assessment of GHG emissions from a variety of alternative passenger car powertrains and fuels. This study uses recent data on industrial-scale battery production and considers regional battery supply chains.

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Hydrogen Fuel Batteries Battery 418

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JULY 22, 2022

The company detailed its global vehicle portfolio plans supporting these production goals as part of its Ford+ plan. Ford expects a compound annual growth rate for EVs to exceed 90% through 2026, more than double forecasted global industry growth. 150,000 Transit EVs for North America and Europe.

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Ford North America F-150 Batteries 221

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FEBRUARY 17, 2022

The latest Autotech & Mobility M&A Market Report from Hampleton Partners, the international M&A and corporate finance advisory firm for technology companies, shows that the appetite for Autotech & Mobility deals has remained consistent despite the impact of COVID disruption, the global semiconductor shortage and supply chain issues.

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Charging Market Financing Europe 273

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DECEMBER 22, 2021

Rio Tinto said the acquisition demonstrates its commitment to build its battery materials business and strengthen its portfolio for the global energy transition. Rincon is a large undeveloped lithium brine project located in the heart of the lithium triangle in the Salta Province of Argentina, an emerging hub for greenfield projects.

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Argentina South America Carbon Low Cost 259

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NOVEMBER 13, 2022

As demand for electric vehicles (EVs) soars, spurred by government incentives and a push to decarbonize the transportation sector, the global battery industry is set to attract significant attention and investment. Rystad Energy forecasts total EV sales this year will reach nearly 10 million units, a 43% jump from 2021 sales.

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Energy Batteries Battery South Korea 195

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NOVEMBER 2, 2020

According to the latest available figures from the GECF Global Gas Outlook 2050, natural gas production in the Central Asian Republic is set to increase by 78% to reach the level of more than 141 billion cubic metres (bcm) by 2050, at a remarkable annual growth rate of 1.9%.

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Turkmenistan Equatorial Guinea United Arab Emirates Gas 170