Green Car Congress

MAY 20, 2013

Consumption of lithium in rechargeable batteries by end use, 2012-2017, kt LCE. Batteries accounted for 27% of global lithium consumption in 2012, up from 15% in 2007 and 8% in 2002. In 2012, East Asia accounted for 60% of total global consumption with Europe accounting for a further 24% and North America 9%. Source: Roskill.

Market 296

Market Chile Argentina Batteries 296

Green Car Congress

APRIL 15, 2017

This year, shale output forecasts combine with OPEC’s production cuts, geopolitical factors, and unexpected outages to further complicate supply/demand and oil price forecasts by Wall Street’s major investment banks. UBS, for its part, expects a 4-million-bpd supply gap by 2020. In recent years, U.S. shale output.

Oil 150

Oil Supplies Oil Prices 2017 150

Green Car Congress

JANUARY 22, 2018

billion) by the end of 2017 following a series of significant program wins with major global automakers. Sales, which were previously forecast to rise from £33 million (US$45.7 million) in 2017 to £200 million (US$277.1 In 2022, GKN forecasts that eDrive sales will reach £500 million (US$692.8 million).

2017 170

2017 Volvo 2002 Electric 170

Green Car Congress

MAY 20, 2011

Stationary fuel cell revenue by market sector, world markets: 2011-2017. The stationary fuel cell market experienced 60% year-over-year growth in unit shipments between 2009 and 2010, according to a new report from Pike Research, which forecasts that sales volumes will continue to expand over the next several years, surpassing 1.2

2017 218

2017 South Korea Fuel Sale 218

Green Car Congress

JUNE 23, 2021

A new report from IDTechEX forecasts the solid-state battery market will grow to $8 billion by 2031. Major solid-state battery players globally. Although in 2017, Bosch gave up SEEO and was selling the company, and Dyson abandoned the technologies of Sakti3, the interest in solid-state batteries never vanished. Source: IDTechEx.

Market 418

Market Batteries Battery Li-ion 418

Green Car Congress

JULY 5, 2012

PEV Sales in China by segment: 2012-2017. Pike projects the PEV market in China will grow at a compound annual growth rate (CAGR) of 60% from 2012 to 2017, surpassing 152,000 units sold annually by 2017. The electricity supply is not fully stable. A critical barrier to growth is on the supply side.

Plug-in 239

Plug-in 2017 China Market 239

Green Car Congress

MAY 27, 2013

In a newly published research report (“ Fuel Cell Vehicles ”), Navigant Research forecasts that worldwide sales of light-duty fuel-cell vehicles (FCVs) will reach the 1,000 mark in 2015 and then begin a period of strong growth, surpassing 2 million vehicles annually by 2030. Forecasts Fuel Cells Hydrogen' —“Fuel Cell Vehicles”.

Light 207

Light South Korea Fuel Sale 207

Green Car Congress

JUNE 1, 2016

Total global oil production could decline for the next several years in a row as scarce new sources of supply come online. According to data from Rystad Energy, overall global oil output will fall this year as natural depletion overwhelms all new sources of supply. by Nick Cunningham of Oilprice.com.

Oil 150

Oil Supplies Market Oil Prices 150

Green Car Congress

OCTOBER 20, 2022

billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. NOVONIX Anode Materials LLC, a wholly-owned subsidiary of NOVONIX Limited, was formed in 2017. Of that, $1.6

Parts 459

Parts Batteries Battery Lithium Ion 459

Green Car Congress

FEBRUARY 23, 2010

Projected 2015 battery demand and supply in major regions ( in units “EV equivalents”, high penetration scenario). As a consequence, Roland Berger forecasts, only six to eight global battery manufacturers will survive the next five to seven years. Source: Roland Berger. Click to enlarge. million vehicles by 2015.

Li-ion 186

Li-ion 2014 2017 Market 186

Green Car Congress

FEBRUARY 17, 2022

The latest Autotech & Mobility M&A Market Report from Hampleton Partners, the international M&A and corporate finance advisory firm for technology companies, shows that the appetite for Autotech & Mobility deals has remained consistent despite the impact of COVID disruption, the global semiconductor shortage and supply chain issues.

Charging 273

Charging Market Financing Europe 273

Green Car Congress

APRIL 20, 2012

Roland Berger forecasts for LiB market size by vehicle class (left) and region (right). Roland Berger Strategy Consultants has updated its global Li-ion automotive battery study ( earlier post ). billion to US$9-10 billion by 2015, despite scaled-back forecasts for previously announced models. Click to enlarge.

Li-ion 281

Li-ion 2015 Market Batteries 281

Green Car Congress

MAY 18, 2018

Synthetic graphite electrode prices rose nine-fold through the first three quarters of 2017, increasing from US$1,748/t in January 2017 to a high of US$16,309/t in September, according to Roskill Information Services. Scrap steel was banned from sale to such furnaces in early 2017, becoming available for use in EAFs.

Price 207

Price Market Lithium Ion Batteries 207

Green Car Congress

MARCH 15, 2018

Analysis by researchers at the Helmholtz Institute Ulm (HIU) of the Karlsruhe Institute of Technology (KIT) suggests that, given the foreseen scaling of battery demand up to 2050, each may face supply risks, albeit for different reasons. Estimated number of devices and related energy demand for 2016–2050.

Supplies 281

Supplies Batteries Battery Sodium 281

Green Car Congress

JUNE 2, 2022

Sales of internal combustion engine vehicles already peaked in 2017 and BNEF expects the global fleet of ICE passenger vehicles to start to decline in 2024. Electric vehicles are a powerful tool in reducing global CO2 emissions from the transport sector. Last ICE in 2038.

Transportation 473

Transportation Emissions Fleet Economy 473

Green Car Congress

JANUARY 25, 2017

The 2017 edition of the BP Energy Outlook , published today, forecasts that global demand for energy will increase by around 30% between 2015 and 2035, an average growth of 1.3% per year rise expected in global GDP, reflecting improved energy efficiency driven by technology improvements and environmental concerns.

Global 150

Global Fuel Energy Oil 150

Green Car Congress

FEBRUARY 8, 2018

In Q4 2017, Tesla posted its largest quarterly loss yet, even while combined Model S and Model X deliveries in Q4 grew 10% globally compared to the prior record in Q3 and 28% compared to Q4 2016. Telsa reported a GAAP Q4 2017 net loss of $675.35 Telsa reported a GAAP Q4 2017 net loss of $675.35

Production 250

Production Tesla 2017 2018 250

Green Car Congress

JANUARY 30, 2019

Investing in the commodity market can be a roller-coaster ride; what with the incessant boom-and-bust cycles driven by the ebb and flow in infrastructural spending, production ramps/cutbacks and stockpiling/destocking supplies. That’s certainly a massive production ramp-up considering that global production in 2017 totaled just over 200kt.

2018 278

2018 Supplies 2019 Price 278

Green Car Congress

MAY 20, 2020

BloombergNEF (BNEF) forecasts that sales of electric passenger vehicles will fall 18% in 2020 to 1.7 BNEF’s latest annual Long-Term Electric Vehicle Outlook shows electric models accounting for 58% of new passenger car sales globally by 2040, and 31% of the whole car fleet. to global electricity demand by 2040. million units.

2020 243

2020 Sale Market Cars 243

Green Car Congress

JANUARY 12, 2020

China is the world’s largest user of lithium, accounting for 57% of global demand in 2019, and is also the biggest supplier of lithium converted products. Another factor in the decline in lithium prices is the surge in mine supply. Source: Fastmarkets. Raw material oversupply.

Price 243

Price China Sale 2019 243

Green Car Congress

OCTOBER 6, 2017

BP is taking delivery of six new, state-of-the-art liquefied natural gas (LNG) tankers to support its expanding global LNG portfolio, and to respond to growing demand for lower-carbon energy sources around the world. The newly expanded BP Shipping fleet will deliver LNG volumes to a range of BP customers around the world.

Trinidad 150

Trinidad Angola UAE Indonesia 150

Green Car Congress

NOVEMBER 12, 2012

The global energy map is changing significantly, according to the 2012 edition of the Internal Energy Agency’s (IEA) World Energy Outlook ( WEO-2012 ). The IEA said these changes will recast expectations about the role of different countries, regions and fuels in the global energy system over the coming decades. Energy demand.

Global 225

Global 2012 Energy Oil 225

Green Car Congress

JULY 9, 2018

Roskill Information Services forecasts that the lithium industry will need to add nearly 100kt of new lithium carbonate equivalent (LCE) production per year by 2027 to keep up with demand driven by the global transition to electric vehicles. Roskill launched its Lithium Cost Model Service in June 2018.

Production 150

Production 2018 South America Argentina 150

Green Car Congress

JULY 9, 2018

Roskill Information Services forecasts that the lithium industry will need to add nearly 100kt of new lithium carbonate equivalent (LCE) production per year by 2027 to keep up with demand driven by the global transition to electric vehicles. Roskill launched its Lithium Cost Model Service in June 2018.

Production 150

Production 2018 South America Argentina 150

Green Car Congress

MAY 24, 2017

shale production will continue to grow along with global demand. In a speech made at the Association of International Petroleum Negotiators’ 2017 International Petroleum Summit, Johnston laid out his concerns for the future of oil. Eurasia Group forecasts about 7 million barrels per day (MMbbl/d) of new crude supply by 2022.

Oil Prices 170

Oil Prices Oil Saudi Arabia Price 170

Green Car Congress

FEBRUARY 23, 2017

China is the global leader in methanol use and has recently expanded its methanol production capacity. The estimates developed in the study have now been incorporated into EIA’s historical data and forecasts of petroleum and other liquids consumption in China. Most of China’s methanol supply is from domestic production.

2000 150

2000 2016 Fuel China 150

Green Car Congress

MARCH 3, 2018

The joint venture SIAPM aims to supply to all customers producing in China. The latest forecast of the market intelligence company IHS Markit expects the Chinese production of plug-in hybrid and full electric vehicles to reach 2.0 million in 2024—about 45% of expected global demand, according to Infineon.

China 218

China Motor Motors Motoring 218

Green Car Congress

JANUARY 12, 2018

DiDi announced the global expansion of the GAIA Initiative at the 97 th Annual Meeting of The Transportation Research Board (TRB 2018) in Washington, DC. The GAIA Initiative was first launched in China in October 2017, under which scientists may apply for access to the anonymized data to explore solutions to traffic challenges.

Transportation 150

Transportation Supplies Light Taxi 150

Green Car Congress

JUNE 10, 2016

The contract takes into consideration the forecasted hourly energy consumption for the approximately 2.1 MP2 will also provide Toyota with supply flexibility and innovation for risk management, including the possibility of future integration of demand response and other onsite generation. The approximately 2.1

Toyota 150

Toyota Renewable Energy Motor 150

Green Car Congress

FEBRUARY 2, 2018

The company has established a visible presence to its commitment to electrification of its vehicles, with more than 15,000 new energy buses deployed globally. In the US, EDI introduced its EDI PowerDrive 7000EV drivetrain system in Q3 of 2017. Globally, EDI expects to close several hundred orders for bus drivetrains this year.

China 150

China Asia PHEV Electric 150

Green Car Congress

MAY 12, 2020

Because of the material intensity of low-carbon technologies, any potential shortages in mineral supply could impact the speed and scale at which certain technologies may be deployed globally. In the current global context, COVID-19 is causing major disruptions to the mining industry across the world.

Clean 243

Clean Cleaning Energy Production 243

Green Car Congress

FEBRUARY 5, 2018

ExxonMobil’s newly released Outlook for Energy: A View to 2040 anticipates that global energy needs will rise about 25% over the period to 2040, led by non-OECD countries. The Outlook projects that global transportation-related energy demand will increase by close to 30% by 2040. —T.J. Energy & Carbon Summary.

Light 170

Light Oil Fuel Vehicles 170

Green Car Congress

AUGUST 26, 2016

This, as the carmaker proudly notes, is more than the global total lithium ion battery production for 2013. Forecasts from market research firms seem to be unanimous: EVs are on the rise, EVs are hot, and EVs will be increasingly in demand as people all over the world are eagerly encouraged to cut their carbon footprint. In the U.S.,

Nevada 150

Nevada Electric Cars Lithium Ion Cars 150

Green Car Congress

SEPTEMBER 25, 2019

Transportation energy consumption in non-OECD countries has exceeded that in OECD countries since 2017, and by 2050, non-OECD countries will account for almost 65% of the world’s transportation-related energy use. Non-OECD Asia accounts for about three-quarters of EIA’s projected global increase in liquid fuels consumption through 2050.

Asia 220

Asia Energy 2018 India 220

Green Car Congress

AUGUST 25, 2017

Supply forecasts developed on this basis hold that more 20 million barrels per day of new production will need to be brought on stream until 2026 for natural production declines and demand growth to be properly addressed. Why the price of oil could spike before that. Since (non-U.S. But again, other “risks” such as the U.S.

Oil Prices 170

Oil Prices Oil Industrial Industry 170

Green Car Congress

SEPTEMBER 20, 2017

The Alliance is forecasting total annual sales to exceed 14 million units with $240 billion in revenue by the end of the plan—up more than 30% on the $180 billion aggregate revenues achieved in 2016. In the first half of 2017, volumes increased by seven percent year-on-year to 5.27 Extension of common platforms and powertrains.

Mitsubishi 210

Mitsubishi Nissan 2016 Connect 210

Green Car Congress

DECEMBER 1, 2014

At the 2 nd International Conference Automotive 48 V Power Supply Systems , held last week in Düsseldorf, Germany, Controlled Power Technologies (CPT), a major sponsor of the event, together with leading car makers and Tier 1 suppliers, argued the need for an internationally agreed 48V electrical standard. Earlier post.).

Standards 257

Standards International Vehicles Hybrid 257