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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. Global Light Vehicle Production Forecast Implications. This represents an 8.3% million to 7.1

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

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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. GFII”), will become a new operating company for the business.

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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

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As nickel is used in the production of EV batteries, any sanctions placed on Russian nickel will cause EV manufacturing prices to increase further, threatening adoption and decarbonization. Geopolitical issues such as the Russia-Ukraine situation disturb the fine balance of battery metal supply chains.

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Maersk invests in bio-methanol startup WasteFuel

Green Car Congress

Maersk is confident that green bio-methanol is one of the promising fuels of the future as it can be scaled up and play an important role in decarbonizing supply chains within the next 10-15 years. Collaboration and partnerships are key to scaling the production and distribution of sustainable fuels, Maersk said.

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Sumitomo Metal Mining to boost production of NCA for Li-ion batteries by 38%; targeting Tesla Model 3

Green Car Congress

As part of its new 3-year business plan , Sumitomo Metal Mining (SMM) will boost production of NCA ((lithium nickel cobalt aluminum oxide) materials for Li-ion cathodes, expanding from 1,850 tons/month to 2,550 tons/month (+38%). SMM is targeting supplying Tesla with the battery materials for the Model 3 being released next year.

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Biden invokes Defense Production Act to push domestic material sourcing for sustainable energy

Teslarati

President Joe Biden has invoked the Defense Production Act to push for the production of materials domestically. In an official memorandum from the White House , Biden wrote that he would officially launch the Defense Production Act of 1950. Biden could use Defense Production Act for EV battery material production boost.

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