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Tesla analyst states Giga Shanghai production cut is “NOT” about Chinese competition

Teslarati

Tesla China is expected to cut Giga Shanghai production in December after delivering over 100k units last month. Reports state that the production cut is due to increased competition in China’s EV market. Potter theorized that Tesla might cut Giga Shanghai production due to macro headwinds and Giga Berlin in Germany.

Chinese 100
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ITOCHU and JGC Launch Large-scale Bio-ethanol Production and Power Plant Businesses in the Philippines

Green Car Congress

ITOCHU Corporation and JGC Corporation have agreed to participate in large-scale bio-ethanol production and power supply businesses in the Philippines together with other local partners. The project will create the country’s largest ethanol production facility. The newly formed joint venture, Green FUture Innovations, Inc.

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Australia, Indonesia should team up for battery supply chains, ACEN CEO says – ET Auto

Baua Electric

“It’s worth noting that there is concentration of risk for lithium battery production, with over 70% being produced in China alone,” said, ACEN CEO Eric Francia.

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Thailand’s EV industry growing rapidly

Green Car Congress

The Thailand Board of Investment announced that Thailand has received more foreign direct investment supporting the country’s growing electric vehicle production ecosystem. The ASEAN member states are Brunei Darussalam, Cambodia, Indonesia, Lao PDR, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.

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Starlink to provide service to Mexico’s state energy firm

Teslarati

Starlink to connect indigenous communities in Philippines Starlink connection has proven helpful in rural areas across the globe. SpaceX rolled out Starlink’s internet service in several countries this year, including Australia, New Zealand, and the Philippines. The Teslarati team would appreciate hearing from you.

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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. Assembly and test locations are concentrated in China, South Korea, Japan, Singapore, Philippines, Indonesia, Thailand, Vietnam and Malaysia.

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Maersk invests in bio-methanol startup WasteFuel

Green Car Congress

Sourcing an adequate amount of green fuel for methanol fueled vessels will be very challenging, as it requires a significant production ramp up globally. Collaboration and partnerships are key to scaling the production and distribution of sustainable fuels, Maersk said.