Green Car Congress

DECEMBER 13, 2022

The worldwide semiconductor industry is projected to invest more than $500 billion in 84 volume chipmaking facilities starting construction from 2021 to 2023, with segments including automotive and high-performance computing (HPC) fueling the spending increases, SEMI announced in its latest quarterly World Fab Forecast report.

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Industrial Industry Global Taiwan 243

Green Car Congress

MARCH 29, 2021

This estimate is a significant increase from the market analysis firm’s 2018 forecast, due to upwards revisions in its EV sales forecasts. Nickel demand will be supported by the metals persisting popularity in battery cathode chemistry, with downside risks caused by concerns over future supply availability, Fitch said.

Batteries 358

Batteries Battery Lithium Ion 2018 358

Green Car Congress

AUGUST 9, 2023

This is in addition to the previously announced production supply agreement, adding new Euro 7 vehicle platforms planned for production by the OEM. This is forecasted to generate €63 million in total revenue from 2025 to 2028. —David M.

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Supplies Global Fuel Alternative Fuels 150

Green Car Congress

AUGUST 7, 2022

Africa could overtake China as the world’s largest producer of natural graphite for lithium ion batteries as soon as 2026, according to Benchmark Mineral Intelligence, in a sign of the continent’s growing importance to the electric vehicle supply chain. New lithium mines are set to be developed in the US, but their supply will be limited.

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Africa China Lithium Ion Madagascar 259

Baua Electric

MAY 4, 2024

Canada’s Magna International missed first-quarter profit estimates and cut its full-year overall sales forecast on Friday, as auto parts suppliers navigate ongoing supply constraints and bumpy demand for electric vehicles. The company’s shares were down about 4% in early trade.

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Supplies Auto Fisker Sale 52

Green Car Congress

JUNE 18, 2022

The IEA June 2022 Oil Market Report (OMR) forecasts world oil demand to reach 101.6 mb/d in 2023, according to the forecast. Non-OPEC+ is set to lead world supply growth through next year, adding 1.9 Assuming Libya rebounds from a steep drop, the bloc’s production could increase 2.6 mb/d of supply in 2022 and 1.8

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Oil Global Libya Russia 210

Green Car Congress

MARCH 8, 2020

and Iwatani Corporation announced that Fukushima Hydrogen Energy Research Field (FH2R), which had been under construction in Namie town, Fukushima Prefecture since 2018, has been constructed with a solar-energy-powered 10MW-class hydrogen production unit, the largest in the world, at the end of February.

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Low Cost Hydrogen Power Grid Japan 450

Green Car Congress

AUGUST 23, 2021

During the first half of 2021, wafer fab capacity constraints were causing the greatest disruption and getting the most attention as the “semiconductor shortage” affecting automotive production. COVID-19 Still Impacting Supply Chain. Global Light Vehicle Production Forecast Implications. This represents an 8.3%

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Light Supplies Global Malaysia 186

Green Car Congress

MAY 24, 2021

Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. The US government classifies these elements as critical materials in part based on their importance in manufacturing products that support national security. Causes of supply disruptions.

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Supplies Range Wind Market 468

Green Car Congress

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. In 2030, 56% of LFP production in China is forecast to be from Tier three producers.

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China Production Global North America 243

Green Car Congress

APRIL 20, 2022

In its new Rare Earth Magnet Market Outlook to 2035 report, Adamas Intelligence forecasts that global demand for NdFeB magnets will increase at a CAGR of 8.6%, bolstered by double-digit growth from electric vehicle and wind power sectors. This will translate to comparable demand growth for the rare earths elements (i.e., billion by 2035.

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Global Supplies Wind Market 170

Green Car Congress

APRIL 15, 2023

In its April Oil Market Report , the International Energy Agency (IEA) forecasts that world oil demand will climb by 2 mb/d in 2023 to a record 101.9 Extra cuts by OPEC+ will push world oil supply down 400 kb/d by end of 2023. For the year as a whole, global oil production growth slows to 1.2 million barrels per day.

Oil 186

Oil Ukraine Russia Brazil 186

Green Car Congress

FEBRUARY 19, 2022

Supply of nickel intermediate MHP from Indonesia for batteries is set to rise five-fold this year, according to Benchmark Minerals’ Nickel Forecast. That’s expected to alleviate the rising demand for nickel in electric vehicle batteries. The laterite nickel hydrometallurgy project of PT.

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Indonesia Supplies Batteries Battery 243

Green Car Congress

APRIL 26, 2023

BMW i Ventures announced an investment in Canada-based Cyclic Materials , a circular supply chain company focused on recycling rare earth elements (REE) ( earlier post ). As global market demand for REEs is forecasted to increase threefold by 2030, establishing new sources of REEs is critical.

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BMW Supplies Companies Canada 199

Green Car Congress

FEBRUARY 13, 2023

the parent company of the Tokyo-based specialty chemicals group Toyo Ink Group, has established a new manufacturing subsidiary, LioChem e-Materials LLC, for the production of Lioaccum conductive carbon nanotube (CNT) dispersions used in lithium-ion battery (LiB) cathodes. Toyo Ink SC Holdings Co., in Georgia. in Georgia.

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Production North America Georgia Kentucky 273

Green Car Congress

NOVEMBER 23, 2022

Niron will use this financing to advance the commercial partnerships and pilot production of its rare earth-free Clean Earth Magnet, further demonstrating its potential to replace rare earth permanent magnets. With demand expected to triple by 2035, shortages and price increases are also forecasted.

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Grant Production Wind Clean 345

Green Car Congress

JUNE 20, 2023

Globally, the battery industry needs to invest at least $514 billion across the whole supply chain to meet expected demand in 2030, and $920 billion by 2035, according to a new analysis by Benchmark. Demand for lithium ion batteries is forecast to grow to 3.7 terawatt-hours by 2030, up from around 1 TWh this year. billion.

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Industrial Industry Global Lithium Ion 243

Green Car Congress

SEPTEMBER 4, 2021

Thee is a growing disconnect between battery demand and raw material supply that could derail Europe’s and North America’s electrification plans, according to Benchmark Mineral Intelligence. Outside of China, Europe and North America are the key regions developing significant lithium-ion cell production capacity.

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Supplies North America Batteries Battery 225

Green Car Congress

JULY 12, 2022

has been awarded a program to develop and supply liquefied petroleum gas (LPG) systems for a number of vehicle applications for a global original equipment manufacturer (OEM). The deal is forecasted to provide €38 million in revenue through the end of 2025, with production expected to begin in Q4 2023. Westport Fuel Systems Inc.

Supplies 199

Supplies Fuel Global Alternative Fuels 199

Green Car Congress

NOVEMBER 8, 2016

In its new rare earths market report with forecasts out to 2026, Roskill, a leader in international metals and minerals research, observes that the permanent magnet and catalyst sectors will continue to provide the largest markets for rare earths in the next ten years to 2026. Global NEV production could rise by 3.5-4.0

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Supplies 2016 Chinese Wind 186

Green Car Congress

NOVEMBER 9, 2022

US distillate fuel inventories average 17% below the five-year average in the forecast for 2023. Inventories are just one part of the supply equation for diesel and other distillates. Renewable energy is the only source that increases its share of electricity generation in 2023 in our forecasts,” DeCarolis said.

Oil 334

Oil Diesel Price Russia 334

Green Car Congress

JULY 23, 2021

BHP will supply Tesla Inc. and to collaborate with them on ways to make the battery supply chain more sustainable through our shared focus on technology and innovation. It adds to two more nickel supply deals that Tesla has likely secured to lock up its expected demand from 2022 onwards with Prony Resources and Vale.

Supplies 186

Supplies Lithium Ion Tesla Australia 186

Green Car Congress

AUGUST 5, 2023

Tesla is targeting production of 20 million passenger EVs by 2030. Benchmark’s high case scenario forecasts that 7.0 This is compared to the 915,000 tonnes LCE production in operation today. With the amount of lithium production forecast by Benchmark for 2030, only 3.2 In 2022, the company produced just over 1.3

Industrial 369

Industrial Industry Lithium Ion General Motors 369

Green Car Congress

JUNE 4, 2023

This is primarily due to a significant surplus in the Class 2 market that occurred in 2022 and is expected to remain throughout 2023-2024, mainly owing to growing production of low-grade nickel in Indonesia. 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

Green Car Congress

JUNE 22, 2018

This placed strain on the battery supply chain which is likely to continue, with Roskill estimating that Chinese PEV sales could reach around one million units in 2021. Lithium carbonate remains the main lithium product used for batteries, forming more than 80% of consumption. New lithium operations.

Supplies 218

Supplies Li-ion Batteries Battery 218

Green Car Congress

JULY 12, 2023

While most ammonia is currently consumed on-site to produce other products that are then traded, low-carbon ammonia will more often be traded as a commodity in its own right. 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

Green Car Congress

FEBRUARY 10, 2022

an automotive manufacturer headquartered in South Korea, to manufacture Faraday Future’s second electric vehicle, the FF 81, with start of production scheduled for 2024. Pursuant to the agreement, Myoung Shin will maintain sufficient manufacturing capabilities and capacity to supply FF 81 vehicles in accordance with FF’s forecasts.

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South Korea Future Production Manufacturer 333

Green Car Congress

MAY 6, 2023

Now, in its latest annual report on rare earth magnets ( “Rare Earth Magnet Outlook to 2040” ) Adamas Intelligence forecasts that NdFeB magnets will increase at a CAGR of 7.5% as the supply side of the market increasingly struggles to keep up with rapidly growing demand. didymium, dysprosium and terbium) these magnets contain.

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Market Global Supplies Wind 210

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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Parts Europe China Batteries 135

Green Car Congress

SEPTEMBER 5, 2023

Chinese cathode companies are also expanding production of LMFP cathodes where manganese’s properties can improve performance at a lower-cost. Next-generation lithium manganese nickel oxide (LMNO) battery chemistries are also soon to be commercialized; Benchmark forecasts a 6% share by 2030.

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Batteries Battery Louisiana Lithium Ion 195

Green Car Congress

JUNE 9, 2020

Roskill forecasts that Li-ion battery demand will increase more than ten-fold by 2029, reaching in excess of 1,800GWh capacity. The increasing use of electrolyte additives and advanced coated separators also provide performance benefits, though this must be closely balanced with additional production costs.

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Li-ion Ni-Li Batteries Battery 246

Green Car Congress

JULY 29, 2020

Canadian oil sands production is expected to decline by nearly 175,000 barrels per day (b/d) in 2020 as a result of COVID-19—the largest annual decline on record. The new forecast by the IHS Markit Oil Sands Dialogue , which takes into account the “COVID-19 shock,” projects Canadian oil sands production to reach 3.8

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Oil-Sands Oil 2020 Production 221

Green Car Congress

NOVEMBER 17, 2021

Heliogen and Bloom Energy have successfully demonstrated the production of green hydrogen by integrating the companies’ technologies: Heliogen’s concentrated solar energy system and the Bloom Electrolyzer. By using less electricity, hydrogen production is more economical and accelerates adoption. Source: Heliogen. Source: Heliogen.

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Low Cost Hydrogen Solar Green 397

Green Car Congress

SEPTEMBER 21, 2022

Amogy, a developer of energy-dense ammonia power solutions ( earlier post ), and Trafigura , one of the largest physical commodity trading groups in the world, are partnering to study the use of ammonia as a carrier to transport clean hydrogen from point of production to point of consumption.

Hydrogen 186

Hydrogen Global Supplies MIT 186

Green Car Congress

DECEMBER 24, 2021

The zero-emission electric commercial vehicle market has a challenge at its core: battery sourcing and supply conditions. A successful and rapid transition to zero-emission transportation and achieving the related climate goals depends on a strong, sustainable and low-cost North American battery supply and sourcing chain.

Commercial 186

Commercial Supplies Batteries Battery 186

Green Car Congress

OCTOBER 15, 2022

Annual production of 11.2 The data highlights the challenge of scaling up lithium production from new mining projects, which can take more than five years to bring online. million tonnes of cumulative global production of lithium between 2015 and 2022, according to Benchmark’s Lithium Forecast. Near-term, a total of 2.9

Lithium Ion 360

Lithium Ion Energy Storage 2015 Supplies 360

Green Car Congress

SEPTEMBER 29, 2020

Demand growth of the 2020s will soon be dwarfed by the astronomical demand growth of the 2030s, according to a new forecast by Adamas Intelligence. 6,000 tonnes per annum) that it is simply implausible for the already-lagging supply-side to catch up and keep up. After growing at a CAGR of 6.4% After growing at a CAGR of 6.4%

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Supplies Global Escape 2020 360