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Benchmark: China will increase share of global cathode production to 87% in 2030

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Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. China’s output of cathode active materials increased more than four times between 2018 and 2022. times in the same period.

China 243
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ABI Research forecasts almost 50% of all cars sold in China by 2018 will be fitted with connected telematics and infotainment systems

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China is the world’s fastest growing automotive market and the high growth in vehicle sales in the country is driving the growth in connected in-vehicle telematics and infotainment systems fitted in cars. —principal analyst, Gareth Owen. Top of the list is establishing a successful business model.

Connect 199
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Pike forecasts sales of electric two-wheelers in Asia Pacific to reach more than 65M units in 2018; China dominates

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Electric two-wheel vehicle sales by country, Asia Pacific: 2012-2018. Pike Research forecasts that annual sales of electric two-wheel vehicles (e-scooters, e-motorcycles, and e-bicycles) will show robust growth and reach more than 65 million units in 2018. more than 60 million units in 2018 at a CAGR of 6.6%.

Asia 244
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Since 2018, Bosch has won electromobility orders amounting to ~€13 billion

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Since the beginning of 2018, Bosch has won electromobility orders worth roughly €13 billion (US$14.4 Despite the market’s current significant downward trend, the sector’s sales from operations will come in at just under the previous year’s level. Limited (CATL) for the production of battery cells. Earlier post.).

2018 186
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Roskill: graphite prices could push higher on tightening markets for batteries & electrodes

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Despite some fallback during the winter months, prices remained above US$15,600/t through February and March 2018. Outokumpu reported in its interim report for Q1 2018 that high graphite electrode costs were still having a negative impact on steelmaking profits in Europe. Batteries underpin growth in natural graphite.

Price 207
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Report suggests low-speed electric vehicles could affect Chinese demand for gasoline and disrupt oil prices worldwide

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Disruptive innovation is typically a Silicon Valley buzzword and not one commonly associated with discussions of gasoline markets. The International Energy Agency estimated there were 4 million low-speed electric vehicles in China as of midyear 2018, representing about 2% of the country’s passenger cars, Collins said.

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Roskill: refined lithium supply expected to treble to 900kt by 2027, driven by use in batteries

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Automotive applications were the largest market for Li-ion batteries in 2017, with Chinese sales of plug-in electric vehicles (PEV) increasing by around 20% y-o-y. This placed strain on the battery supply chain which is likely to continue, with Roskill estimating that Chinese PEV sales could reach around one million units in 2021.

Supplies 218