Green Car Congress

JULY 31, 2019

Energy storage installations around the world will multiply exponentially, from a modest 9GW/17GWh deployed as of 2018 to 1,095GW/2,850GWh by 2040, according to the latest forecast from research company BloombergNEF (BNEF). Batteries will increasingly be chosen to manage this dynamic supply and demand mix.

Energy Storage 225

Energy Storage Grid Global Energy 225

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%. E-Bicycles.

Asia 244

Asia 2018 Li-ion China 244

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!

Norway 128

Norway Tesla Sale Batteries 128

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

MARCH 12, 2022

Just three and a half years ago, Benchmark’s lithium-ion Battery Gigafactory Assessment (September 2018) reported Europe’s battery cell capacity to be at 120GWh by 2030—enough cells for 2.2 Overall, Benchmark is forecasting Europe to have a capacity of 789.2GWh by 2030, a little over 14% of the global total of 5,454GWh.

Lithium Ion 397

Lithium Ion Poland Sweden Hungary 397

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

MARCH 6, 2018

Oil production growth from the United States, Brazil, Canada and Norway can keep the world well supplied, more than meeting global oil demand growth through 2020, but more investment will be needed to boost output after that, according to the International Energy Agency’s latest annual report on oil markets. mb/d to reach 107 mb/d by 2023.

Brazil 218

Brazil Norway Oil Canada 218

Green Car Congress

NOVEMBER 14, 2013

ABI Research forecasts that almost one in two cars sold in China by 2018 will be supplied with either an embedded, or hybrid OEM-fitted telematics and infotainment system.

Connect 199

Connect Connected 2018 China 199

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. Demand is forecast to rise by 7.1%

2020 186

2020 2019 2018 Oil 186

Green Car Congress

MAY 21, 2018

The latest long-term forecast from Bloomberg New Energy Finance (BNEF) shows sales of electric vehicles (EVs) increasing from a record 1.1 BNEF forecasts that in 2030, EVs will make up 44% of European light-duty vehicle sales, 41% of those in China, 34% in the U.S., But the big new feature of this forecast is electric buses.

Supplies 210

Supplies China Financing Global 210

Green Car Congress

JULY 29, 2018

The conventional Kaya identity used in transport energy and emissions forecasting considers vehicle miles travelled (VMT) and average energy density in kWh/mile to calculate total energy use. Autonomy is expected to greatly disrupt these forecasts, possibly along with new preferences for walkable urbanism, ridesharing, and other changes.

Light 150

Light Vehicles Electric Electrical 150

Green Car Congress

AUGUST 31, 2015

BGY in 2018, according to a forecast by Lux Research. However, Lux predicts, growth between now and 2018 will not be a continuation of current course. CAGR through 2018. Novel fuels and feedstocks will drive the biofuels industry forward at a much more rapid 17% and 22% CAGRs through 2018, respectively.

2018 150

2018 Global Fuel 2014 150

Green Car Congress

MARCH 22, 2012

2018, up from $3.2 higher sulfur) nature of the crude petroleum supplied to the market. higher sulfur) nature of the crude petroleum supplied to the market. Refinery catalyst markets will reach $4.3 billion in. billion in 2011, according to a new research report from WinterGreen Research.

2018 199

2018 Market Global Cleaner 199

Green Car Congress

JUNE 15, 2021

The FCEV concept is part of Jaguar Land Rover’s aim to achieve zero tailpipe emissions by 2036, and net-zero carbon emissions across its supply chain, products and operations by 2039, in line with the Reimagine strategy announced last month.

Land Rover 300

Land Rover Hydrogen Power Powered 300

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. Passerini (2018) “A cost and resource analysis of sodium-ion batteries“ Nat. Weil and S.

Supplies 281

Supplies Batteries Battery Sodium 281

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. The company plans to construct 45ktpy of lithium hydroxide capacity in two phases and targets a total capacity of 100ktpy by 2025.

2020 312

2020 Price Carbon 2018 312

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. In terms of feedstock supply, SQM and Albemarle had laid out plans for increased production rates.

2018 278

2018 Supplies 2019 Price 278

Green Car Congress

OCTOBER 6, 2014

Aluminum companies are in an “ ebullient mood ”, WSD says, due in part to the aluminum-bodied 2015 Ford F-150 ( earlier post ) and an Aluminum Association report, authored by the Ducker Worldwide consulting group, forecasting that by 2025 three-in-four pickup trucks will have an all-aluminum body. From 2018 to 2021: 11.4%, or 166 pounds.

2018 218

2018 F-150 Industrial Industry 218

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. The price acts as a self-correcting mechanism.

Oil 150

Oil Supplies Market Oil Prices 150

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). trillion in investment over the next 22 years, according to BNEF forecasts.

Energy Storage 275

Energy Storage Energy South Korea Grid 275

Green Car Congress

JANUARY 8, 2014

Navigant’s analysis indicates that only buyers in California and Oregon will purchase sufficient numbers of vehicles in order to meet the ZEV requirement in 2018 and 2019. in North America between 2014 and 2022, according to data from Navigant Research’s Electric Vehicle Market Forecasts report. Electric (Battery) Forecasts Plug-ins'

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

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. Griffith et al.

Li-ion 378

Li-ion Industrial Industry Lithium Ion 378

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

JANUARY 12, 2020

Another factor in the decline in lithium prices is the surge in mine supply. The price explosion in 2016-2018 prompted widespread interest and investment in lithium projects across the world as hard rock mining came to the fore. Raw material oversupply.

Price 243

Price China Sale 2019 243

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. ROW still far from developing a spherical graphite supply chain.

Price 207

Price Market Lithium Ion Batteries 207

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

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

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

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

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. To produce 0.6 kg of rare earth metal inputs requires an initial 0.7

Motor 150

Motor Motors Motoring Sale 150

Green Car Congress

APRIL 9, 2020

Using this real-time status allows AMPLY’s system to forecast when the vehicles will be ready-to-go, and once the vehicles are out delivering passengers, AMPLY’s system can track their return state-of-charge battery level and length of time to recharge. Tri Delta Transit launched its electric bus program in 2018.

Energy 481

Energy Power Powered New York City 481

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

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

AUGUST 19, 2020

Urban areas in developing Asian nations are home to an expanding base of energy consumers, with energy supply likely to remain carbon intensive for decades in the absence of major technological or regulatory shifts. This is important for policymakers when forecasting and influencing future emissions paths in the context of climate change.

Pollution 275

Pollution Singapore Asia Climate Change 275

Green Car Congress

JULY 1, 2021

Diversifying the global supply chain would require significant investment from regions such as Europe and North America, according to the latest Battery Metals Outlook from research company BloombergNEF. 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