Green Car Congress

MARCH 8, 2020

and Iwatani Corporation announced that Fukushima Hydrogen Energy Research Field (FH2R), which had been under construction in Namie town, Fukushima Prefecture since 2018, has been constructed with a solar-energy-powered 10MW-class hydrogen production unit, the largest in the world, at the end of February. Overview of FH2R system.

Low Cost 450

Low Cost Hydrogen Power Grid Japan 450

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.

Recharge 334

Recharge Li-ion Industrial Industry 334

Green Car Congress

APRIL 30, 2012

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

Asia 2018 Li-ion China 244

Green Car Congress

MARCH 22, 2012

Refinery catalyst markets will reach $4.3 2018, up from $3.2 Market growth comes in large part from demand for cleaner diesel fuel and the availability of newer technology and nanotechnology. Hydrotreating catalysts will continue to achieve the best growth in the petroleum refining market, aided by the increasingly sour (i.e.,

2018 199

2018 Market Global Cleaner 199

Green Car Congress

MAY 18, 2018

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

Price Market Lithium Ion Batteries 207

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% Mine supply continued to edge higher in 2019, albeit by a relatively slow 0.7%—an —an identical rate of growth as 2018. decline in 2019.

2020 186

2020 2019 2018 Oil 186

Teslarati

SEPTEMBER 28, 2021

Earlier today, GLJ Research released its Q3 2021 delivery forecast at 223,000 vehicles, which is slightly above consensus estimates. Tesla delivered 201,250 electric cars in Q2 , despite global supply chain and logistics challenges. In Q4 2018, Tesla delivered 90,300 vehicles. Don’t hesitate to contact us with tips!

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Norway Tesla Sale Battery 131

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. Of course, these figures are not inevitable.

Oil 150

Oil Supplies Market Oil Prices 150

Green Car Congress

MAY 21, 2018

The electrification of road transport will move into top gear in the second half of the 2020s, due to tumbling battery costs and larger-scale manufacturing, with sales of electric cars surging to 28%, and those of electric buses to 84%, of their respective global markets by 2030. But the big new feature of this forecast is electric buses.

Supplies 210

Supplies China Financing Global 210

Green Car Congress

NOVEMBER 14, 2013

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. —principal analyst, Gareth Owen. Top of the list is establishing a successful business model.

Connect 199

Connect Connected 2018 China 199

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 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. And just like other financial markets, trader sentiment plays a big role in determining trajectories. It’s back with a vengeance in 2019. dollar makes it all the more remarkable.

2018 278

2018 Supplies 2019 Price 278

Green Car Congress

OCTOBER 30, 2022

While electric cars will remain the largest electric vehicle market for the foreseeable future in terms of battery demand and market revenue generation, most transport sectors are facing a transition. There are relatively few strong market drivers for electric vehicles in construction. Electric Vehicles in Construction - 1 GWh.

Market 150

Market Electric Vehicles Vehicles Cars 150

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. Roskill statistics show that the market share of NCM523 in Q1-Q3 2020 was reduced to 24% with NCM712, NCM811 and NCA expanding quickly y-o-y.

2020 312

2020 Price Carbon 2018 312

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. The numbers of devices were determined using available market analyses and long-term projections.

Supplies 281

Supplies Batteries Battery Sodium 281

Green Car Congress

JANUARY 12, 2020

In August 2019, CRU reported on the steady slide in prices that has occurred in the lithium market since the beginning of the year. With 4G handsets now representing 95% of domestic sales, market saturation has resulted in mobile phone sales through to July dropping by 5% year-to-date. The rest of the lithium market is fragmented.

Price 243

Price China Sale 2019 243

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

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

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

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. The market has been skewed by negative sentiments that ignore the supply and demand fundamentals,” says Paul D.

2018 150

2018 Price Climate Change Supplies 150

Green Car Congress

JULY 1, 2021

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. Lithium well-supplied up to 2025: The carbonate and hydroxide should be sufficiently supplied until at least 2025.

Li-ion 300

Li-ion Batteries Battery South Africa 300

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

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

FEBRUARY 8, 2018

It is important to note that while these are the levels we are focused on hitting and we have plans in place to achieve them, our prior experience on the Model 3 ramp has demonstrated the difficulty of accurately forecasting specific production rates at specific points in time.

Production 250

Production Tesla 2017 2018 250

Green Car Congress

JUNE 11, 2020

The switch to electric mobility increases the proportion of CO 2 emissions that the supply chain accounts for. Here and in the upstream production processes, Audi will generate in perspective almost a quarter of its CO 2 emissions by 2025, based on the forecast fleet average. metric tons per vehicle on average.

Audi 307

Audi CO2 Polymer Parts 307

Green Car Congress

NOVEMBER 11, 2019

A new report from Adamas Intelligence, “ Electric Growth: EVs, Motors and Motor Materials ”, forecasts that global annual EV sales (excluding mild and micro hybrids) will increase from 4.3 million units last year to 12.5 million in 2025 and 32.0 million in 2030.

Motors 150

Motors Motoring Motor Sale 150

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. Subsequently, to defend market share, the Saudis increased production, which exacerbated market oversupply and further pressured prices. This decision set crude prices on a downward path.

Russia 150

Russia Saudi Arabia Oil Market 150

Green Car Congress

AUGUST 21, 2018

South Korean lithium-ion battery (LIB) cell manufacturer LG Chem recently announced it will increase cell manufacturing capacity to 90 GWh in 2020 from a previous forecast of 70 GWh. If producing at capacity, LG Chem’s LIB output and raw material consumption would be greater than the entire LIB market in 2015.

Li-ion 150

Li-ion Future Batteries Battery 150

Green Car Congress

AUGUST 14, 2018

For the week ending 6 July 2018, the four-week average of US gross refinery inputs surpassed 18 million barrels per day (b/d) for the first time on record. US refinery capacity increased by 862,000 barrels per calendar day (b/cd) between 1 January 2011 and 1 January 2018. million b/d in 2018 and 2019, respectively. million b/d.

2018 186

2018 2017 Gasoline Supplies 186

Green Car Congress

JANUARY 26, 2015

The automotive semiconductor market did exceptionally well in 2014, according to new analysis from IHS. The semiconductor revenue in these applications is forecast to achieve a compound annual growth rate (CAGR 2013–2018) of 20%, 19% and 18%t respectively. The semiconductor market for ADAS technology is expected to reach $1.8B

2014 150

2014 Connect Connected Market 150

Green Car Congress

FEBRUARY 23, 2010

Projected 2015 battery demand and supply in major regions ( in units “EV equivalents”, high penetration scenario). The share of electrified powertrains will increase significantly in all major automotive markets, a development driven by dramatic battery cost decreases over the next 10 years. Source: Roland Berger.

Li-ion 186

Li-ion 2014 2017 Market 186

Green Car Congress

JANUARY 22, 2018

Sales, which were previously forecast to rise from £33 million (US$45.7 In 2022, GKN forecasts that eDrive sales will reach £500 million (US$692.8 Among these are: GKN’s Multimode eTransmission system is due to launch on a Chinese OEM’s platform across a number of vehicle models from 2018. million) over the past six years.

2017 170

2017 Volvo 2002 Electric 170

Green Car Congress

AUGUST 29, 2018

The bill also establishes state policy that RPS-eligible and zero-carbon resources supply 100% of all retail sales of electricity to California end-use customers no later than 31 December 2045. The California Assembly has passed Senate Bill 100 —a bill to move California to 100% renewable and zero-carbon energy by 2045.

California 210

California Carbon Renewable Energy 210

Green Car Congress

MARCH 3, 2018

SAIC Motor Corporation Limited and Infineon Technologies AG established a joint venture to manufacture power modules for the developing electric vehicle market in China. Volume production is scheduled to start in the second half of 2018. The joint venture SIAPM aims to supply to all customers producing in China.

China 218

China Motor Motors Motoring 218

Green Car Congress

OCTOBER 6, 2017

BP’s finance partners KMarin and ICBC Leasing are investing more than $1 billion in the tankers, which will join existing tankers in BP Shipping’s fleet in 2018 and 2019. The Freeport LNG liquefaction facility is under construction, and the first train is expected to be operational by the end of 2018.

Trinidad 150

Trinidad Angola UAE Indonesia 150

Green Car Congress

MAY 9, 2016

Fabrication will start in the latter half of 2017, and the melting to extrusion processes will begin in the latter half of 2018. North America is the world’s second-largest automotive market and car production is forecast to continue to grow in the future. Total investment is expected to reach $46.7

Kentucky 150

Kentucky North America Building Japan 150

Green Car Congress

AUGUST 23, 2017

Leading advocates for advanced liquid and gasified biofuels in the US urged the US Environmental Protection Agency (EPA) to strengthen the final 2018 Renewable Volume Obligation (RVO) for the federal Renewable Fuel Standard (RFS) by setting stronger cellulosic fuel targets. Earlier post.).

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EPA 2018 Renewable Congress 150