Green Car Congress

NOVEMBER 25, 2020

In its new Lithium Outlook to 2030 report, Roskill notes that the prolonged downward trend for lithium compound and mineral concentrate prices has caused a difficult environment for many lithium producers since 2018. In 2019, monthly average lithium carbonate prices fell 36% between January and December. Source: Roskill.

Recharge 334

Recharge Li-ion Industrial Industry 334

Green Car Congress

JUNE 20, 2012

Annual clean diesel ldv sales by region, world markets: 2012-2018. A new report from Pike Research finds that rising fuel prices and stronger fuel economy regulations will stimulate increasing demand for clean diesel vehicles in markets around the world, and forecasts sales of these vehicles will increase from 9.1

North America 268

North America 2018 Diesel Clean 268

Green Car Congress

AUGUST 20, 2012

Pike Research forecasts that the global market for all electric-drive buses—including hybrid, battery electric, and fuel cell buses—grow steadily over the next. from 2012 to 2018. North America is the leading market for this technology, with hybrids capturing 30% to 40% of annual transit bus sales.

2018 276

2018 Li-ion Hybrid Fuel 276

Green Car Congress

DECEMBER 29, 2011

Market research firm Ceresana forecasts that the global bioplastics market will reach revenues of more than US$2.8 billion in 2018, reflecting average annual growth rates of 17.8%. Ceresana forecasts two regions to considerably influence the bioplastics market.

2018 218

2018 North America Global Market 218

Green Car Congress

JUNE 20, 2013

Cumulative natural gas vehicles in use by segment, world markets: 2013-2020. In a new report , Navigant Research forecasts that the number of natural gas vehicles (NGVs) on roads worldwide will reach 34.9 Italy and Ukraine, the largest markets, are slowest growing (3% and 4% CAGR, respectively) due to their relative maturity.

2020 321

2020 Gas Fleet North America 321

Teslarati

SEPTEMBER 28, 2021

Johnson has been the most outspoken critic of the electric automaker for several years, holding extremely low price targets and never shying away from his very public sell rating. Earlier today, GLJ Research released its Q3 2021 delivery forecast at 223,000 vehicles, which is slightly above consensus estimates.

Norway 127

Norway Tesla Sale Battery 127

Green Car Congress

SEPTEMBER 13, 2020

The molybdenum market enjoyed three years of growing demand between 2016 and 2018, but macroeconomic concerns and a slower steel market resulted in a 2.3% —an identical rate of growth as 2018. Consequently, molybdenum prices came under downward pressure. Demand is forecast to rise by 7.1%

2020 186

2020 2019 2018 Oil 186

Green Car Congress

JUNE 16, 2016

With prices set to double by 2018, we’ve seen the bottom of the uranium market, and the negative sentiment that has followed this resource around despite strong fundamentals, is starting to change. Morningstar analyst David Wang predicts prices will double within the next two years. by James Stafford of Oilprice.com.

2018 150

2018 Price Climate Change Supplies 150

Green Car Congress

OCTOBER 23, 2014

Navigant Research forecasts that plug-in EVs (which include plug-in hybrids and battery EVs), will represent 2.4% Navigant expects sales of plug-in EVs from luxury manufacturers, such as Tesla, Mercedes, Audi, and BMW to grow strongly through 2018 before leveling off at around 50% of the plug-in EV market. million units.

Plug-in 276

Plug-in Plug Global Sale 276

Green Car Congress

JUNE 22, 2018

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. Forecast strong demand growth has incentivized the expansion of existing assets and the development of new lithium operations. New lithium operations.

Supplies 218

Supplies Li-ion Batteries Battery 218

Green Car Congress

MAY 22, 2019

Low-speed electric vehicles (LSEVs) could reduce China’s demand for gasoline and, in turn, impact global oil prices, according to a new issue brief by an expert in the Center for Energy Studies at Rice University’s Baker Institute for Public Policy. “ million of them—roughly 30% more units than conventional electric vehicle makers did.

Oil Prices 330

Oil Prices Gasoline-Electric Gasoline Oil 330

Green Car Congress

FEBRUARY 17, 2020

However, the spike in vanadium prices (ferrovanadium prices increased by about 200% in 2018) caused Chinese mills to substitute niobium to vanadium and Chinese niobium imports increased 30% year-on-year both in 2018 and 2019. Another key characteristic of the niobium market is its highly concentrated supply.

Li-ion 378

Li-ion Industrial Industry Lithium Ion 378

Green Car Congress

AUGUST 24, 2018

The US Energy Information Administration (EIA) August Short-Term Energy Outlook (STEO) forecasts that US crude oil production will average 10.7 million barrels per day (b/d) in 2018 and 11.7 If realized, both of these forecast levels would surpass the previous record of 9.6 million b/d in 2018 and 3.9 million b/d in 2019.

2019 236

2019 Oil Production 2018 236

Green Car Congress

DECEMBER 24, 2020

Yibin Tianyi Lithium—a joint venture of Canmax, CATL and Tianyuan Group established in 2018—has formally commissioned a 20ktpy lithium hydroxide plant in Yibin, Sichuan province. Meanwhile, hydroxide prices have flattened out as there remains a build-up of hydroxide capacity in China ahead of the demand profile, Roskill says.

2020 312

2020 Price Carbon 2018 312

Green Car Congress

JUNE 26, 2023

Although the Saudi government has been investing into the EV sector since 2018, the midstream and upstream segments are still in their early stages, Benchmark noted. Spodumene prices are currently around $3,650 a tonne, according to Benchmark’s Lithium Price Assessment. Novonix will own 40% of the JV, and TAQAT the remainder.

Saudi Arabia 170

Saudi Arabia Supplies Building Chevron 170

Green Car Congress

NOVEMBER 7, 2019

The new IHS Markit outlook for oil market fundamentals for 2019-2021 expects total US production growth to be 440,000 barrels per day (b/d) in 2020 before essentially flattening out in 2021. The combination of closed capital markets and weak prices are pulling cash out of the system. Modest growth is expected to resume in 2022.

Oil 170

Oil Price Oil Prices Production 170

Green Car Congress

JANUARY 30, 2019

The commodities market endured yet another annus horribilis , with just four commodities—natural gas, uranium, cocoa and wheat—recording any uptick at all. It’s important to remember that prior to the crash, lithium had enjoyed a meteoric rise with prices doubling since the beginning of 2016 and nearly quadrupling over the past decade.

2018 278

2018 Supplies 2019 Price 278

Green Car Congress

NOVEMBER 17, 2022

In the summer of 2022 (June—August), the price of fuel ethanol was lower than the price of the petroleum component of gasoline, which led to record-high fuel ethanol levels (blend rates) in gasoline sold in the United States, according to the US Energy Information Administration (EIA). Earlier post.) The summer blend rate was 10.0%

Fuel 273

Fuel Gasoline United States EPA 273

Green Car Congress

MAY 24, 2017

As oil prices remain unsteady and OPEC continues to make headlines every hour, the world is focused on oil’s immediate future. I think in 2018 they will be reversing those production cuts, ” he said. Eurasia Group forecasts about 7 million barrels per day (MMbbl/d) of new crude supply by 2022. by Haley Zaremba for Oilprice.com.

Oil Prices 170

Oil Prices Oil Saudi Arabia Price 170

Green Car Congress

SEPTEMBER 11, 2015

IHS revised downward its forecast for light vehicle sales in China, projecting a decline of 3 to 4 percent from previous estimates for 2015. IHS Automotive has reduced its full year 2015 light vehicle sales forecast for China to 23.4 percent, compared with its previous forecast of 4.4 million in 2018. Click to enlarge.

Light 150

Light 2016 2015 China 150

Green Car Congress

JANUARY 8, 2014

Broadly, Navigant expects expansion in both the higher end of the market (thereby putting competitive pressure on Tesla Motors), as Audi, BMW, Cadillac, Mercedes, Saab, and Volvo introduce their first plug-in cars. Navigant’s 10 predictions of significant trends shaping the PEV market in 2014 are: Click to enlarge.

2014 346

2014 Global Sale Motorcycles 346

Green Car Congress

JULY 1, 2021

Battery metal prices have recovered strongly in the first half of the year, incentivizing new projects to come online. China controls the battery chemical industry, with the biggest market share for all of the five main battery materials: lithium, nickel, manganese, cobalt and graphite.

Li-ion 300

Li-ion Batteries Battery South Africa 300

Green Car Congress

APRIL 23, 2018

Short-term oil demand is still growing strong and will continue to do so through the end of 2020 despite the market’s increasing focus on electric vehicles and the forecasted future plateau in oil demand, according to new analysis from IHS Markit, a global business information provider. Source: IHS Markit 2018.

Oil 276

Oil Global 2003 2007 276

Green Car Congress

OCTOBER 20, 2015

November 27, oil consuming countries will celebrate the first anniversary of the Saudi decision to let market forces determine prices. This decision set crude prices on a downward path. Subsequently, to defend market share, the Saudis increased production, which exacerbated market oversupply and further pressured prices.

Russia 150

Russia Saudi Arabia Oil Market 150

Green Car Congress

JUNE 1, 2016

“It might be that we see quite a dramatic reduction in replacing the capacity and of course that will have an impact, eventually, on price.”. That widens to more than a million barrels per day in both 2017 and 2018. That will prevent any short-term price spike even if depletion surpasses new production.

Oil 150

Oil Supplies Market Oil Prices 150

Green Car Congress

JUNE 2, 2020

In a newly-released report (Nickel Sulphate Outlook to 2029, 3rd Edition) on the nickel sulfate industry, Roskill forecasts that growth from electric vehicles (EVs) will increase the market share of nickel in batteries against the well-established stainless steel industry, making it the key growth area for the nickel demand.

Li-ion 170

Li-ion NiCd NiMH 2019 170

Green Car Congress

NOVEMBER 8, 2018

The falling cost of batteries is set to drive a boom in the installation of energy storage systems around the world in the years from now to 2040, according to the latest annual forecast from research company Bloomberg NEF (BNEF). The global energy storage market will grow to a cumulative 942GW/2,857GWh by 2040, attracting $1.2

Energy Storage 275

Energy Storage Energy South Korea Grid 275

Green Car Congress

OCTOBER 15, 2013

According to a new Leaderboard report from Navigant Research, Jiangsu Xinri E-Vehicle Company is the best positioned company in the global e-scooter market in terms of strategy and execution. The e-scooter market faces challenges, Navigant notes, including cost and distribution channel. Electric (Battery) Forecasts Personal Transit'

Market 210

Market Companies Asia Vehicles 210

Green Car Congress

OCTOBER 4, 2021

The investment will help bp move towards becoming a leader in India’s mobility market, and to provide integrated energy and mobility solutions to help customers reduce their emissions across the world. It is the first service of its kind with no surge pricing or rides rejected by drivers.

India 221

India Companies Charging Pollution 221

Green Car Congress

FEBRUARY 18, 2018

Years of government support for corn farmers—paying Chinese corn producers more than twice the international price level until 2016—have left China with a substantial stockpile. China’s end-of-year corn stock estimates (2017/2018 values forecasted). 2018 fuel ethanol production is forecast at 1.04

China 186

China 2020 Production 2017 186

Green Car Congress

AUGUST 25, 2017

Two diametrically opposed views dominate the current debate about where the oil price is heading. On the other hand, however, there is the view that the price of oil is set to explode, primarily due to underinvestment in the upkeep of brownfields , development of greenfields , and exploration for new resources. We will explain.

Oil Prices 170

Oil Prices Oil Industrial Industry 170

Green Car Congress

OCTOBER 5, 2016

Development work on these continues; Audi, for example, is refining MLB evo—the second-generation of MLB and the foundation for the battery-electric e-tron quattro SUV due out in 2018. I believe when we enter the market in 2020, this is exactly the time when e-mobility will accelerate out of its niche. Earlier post.)

Market 284

Market Price Range Connect 284

Green Car Congress

JULY 20, 2016

Although the price trajectory of the metal has been subdued in recent months, the fundamentals behind the long-term trajectory suggest strong potential for long-term growth. Given this new investment, plug-in electric vehicle (PEV) sales are expected to experience 62% year-over-year growth in 2016 , 60% in 2017, and likely 100% in 2018.

Price 150

Price Nevada 2016 Grid 150

Green Car Congress

APRIL 18, 2020

IHS Markit is forecasting that global commercial vehicle production (GVW 4-8) volumes in 2020 compared to 2019 will be down 22% (more than 650,000 units) to 2.6 These forecasts are informed by the latest IHS Markit global economic forecast updates, which reflect a 3.0% million units, in the wake of the COVID-19 pandemic.

2020 191

2020 Commercial Global Production 191

Green Car Congress

APRIL 15, 2017

shale has thrown in another unknown in the mix of factors driving the price of oil. 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. In recent years, U.S.

Oil 150

Oil Supplies Oil Prices 2017 150

Green Car Congress

MARCH 14, 2019

From 2017 to 2018, PEV sales doubled in North America, and sales in Europe and China increased 39% and 77%, respectively, according to a new report from Navigant Research. Though PEV market growth has been considerable, challenges remain. —Scott Shepard, senior research analyst with Navigant Research.

Alternative Fuels 207

Alternative Fuels Future Plug-in Fuel 207

Green Car Congress

JANUARY 30, 2018

A newly released analysis produced by Beacon Economics for the nonprofit, nonpartisan think-tank Next 10 has found that California’s zero-emission vehicle (ZEV) market is on track to meet or exceed a target of 1.5 It also reviews policies and implications that could affect future market growth. million ZEV target by 2030.

California 199

California 2017 2016 Los Angeles 199