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Argonne study finds rare earth supply disruptions can have long-range impacts

Green Car Congress

Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. A variety of disruptive events can affect the supply of rare earth materials, including natural disasters, labor disputes, construction delays and a pandemic. Causes of supply disruptions.

Supplies 468
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NERC: high probability of insufficient resources to meet electricity demand as early as Summer 2022 in parts of US

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Findings from the North American Electric Reliability Corporation’s (NERC’s) 2021 Long-Term Reliability Assessment (LTRA) indicate there is a high probability of insufficient resources and energy to serve electricity demand, as early as Summer 2022, in many parts of the Western Interconnection.

Parts 293
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Stellantis signs binding agreement with Element 25 for manganese sulphate supply for EV batteries; sourced in Australia, processed in US

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Stellantis and Australia-based Element 25 signed a binding agreement for Element 25 to supply battery-grade, high-purity manganese sulphate monohydrate (HPMSM) to Stellantis for use in electric vehicle (EV) battery packs. Stellantis will make an equity investment in Element 25.

Australia 387
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GM and Glencore enter multi-year cobalt supply agreement

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Glencore and General Motors announced a multi-year sourcing agreement in which Glencore will supply GM with cobalt from its Murrin Murrin operation in Australia. Lithium with Controlled Thermal Resources (CTR) to secure lithium produced by the first stage of its Hell’s Kitchen Project in California.

GM 459
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IIASA study proposes solid air hydrogen liquefaction as efficient addition to hydrogen liquefaction supply chain

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A new approach developed by researchers from the International Institute for Applied Systems Analysis (IIASA) in Austria and international colleagues proposes using solid air (nitrogen or oxygen) as a medium for recycling cooling energy across the hydrogen liquefaction supply chain. The hydrogen is liquefied where electricity is cheap.

Hydrogen 273
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Nacero awards 20-year wind power purchase agreement to NextEra for natural gas-to-gasoline plant in Texas

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Texas-based Nacero, a company seeking to produce low- and zero-lifecycle carbon footprint gasoline blendstock ( earlier post ) has awarded a subsidiary of NextEra Energy Resources, LLC a 20-year power purchase agreement to supply wind power to Nacero’s planned flagship manufacturing facility in Penwell, Texas. Renewable natural gas.

Wind 418
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Rocsys to supply autonomous CCS charging solutions to SSA Marine for electric yard tractors at Port of Oakland

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Rocsys , the first company offering autonomous charging solutions that automate industry-standard CCS connectors, has signed an order of agreement with SSA Marine, the world’s largest independent, privately-held marine terminal operator, to supply ROC-1 autonomous charging systems.

Oakland 293