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IHS Markit: supply chain challenges to impact global light vehicle production well into 2022

Green Car Congress

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. Malaysia has been shutdown due to COVID-19 outbreaks recently and its vaccination rate is almost 12%.

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Lotte Chemical to invest $2.3B through 2028 to boost production of copper foil for EV batteries

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billion) through 2028 to boost production of copper foil for EV batteries, the company said. Lotte Energy Materials is a major copper foil producer and has long-term supply contracts with global battery companies both in Korea and abroad. Lotte Chemical plans to invest up to 3 trillion KRW ($2.3 In March, Lotte completed the 2.7-trillion

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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. Ernst & Young will advise on potential federal, state and local funding support for a US-based HPMSM Facility.

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Hanwha and LG Energy to build battery production in US, targeting ESS and UAM

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Hanwha Group and LG Energy Solution (LGES) will invest in building battery production facilities in the United States. The joint investment is expected to boost battery supply resiliency for the US market amid the growing need for US-made Energy Storage System following the passage of “Inflation Reduction Act”.

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Tesla supply chain: Biden team plans $52B funding to address chip shortage among US carmakers

Teslarati

The CHIPS Act would establish investments and incentives to support semiconductor manufacturing, research & development, and supply chain security in the United States. The Tesla Model S Plaid’s initial production was delayed due to chip supply shortages. Semiconductor shortages halt BMW and Daimler production lines.

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GECF: more than a quarter of 2050 natural gas supply untapped

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Yet-to-find (YTF) resources will contribute to around 30% of the total production of natural gas worldwide by 2050, according to Yury Sentyurin, the Secretary General of the Gas Exporting Countries Forum (GECF). It will see production rise across all regions of the world, with the exception of Europe, where it will decline by 70% by 2050.

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Roskill: surge in electrodeposited copper foil projects to meet projected EV demand

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To that end, cutting-edge process control technology and highly competitive production facilities are required. South Korean company SK Nexilis has accelerated the completion of its domestic number five and number six plants in Jeongeup for Q3 and Q4 2021 to respond to supply shortages across the Asian market.

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