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Adamas: 5 cell suppliers responsible for 78% of global EV battery cobalt demand in 2019

Green Car Congress

In 2019, more than 14,400 tonnes of cobalt were deployed globally in batteries of newly sold passenger battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs) and hybrid electric vehicles (HEVs), an increase of 34% over the year prior, according to data from Adamas Intelligence’s EV Battery Capacity and Battery Metals Tracker.

2019 259
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Adamas: BEVs responsible for 91% of all passenger EV battery capacity deployed in June 2019

Green Car Congress

In June 2019, battery electric vehicles (BEVs) were responsible for 91% of all passenger electrified vehicle battery capacity deployed globally (in GWh) versus just 84% in June 2018, according to Adamas Intelligence’s latest ‘ EV Battery Capacity Monthly ’ report. In total, Adamas data indicates that 6.1

2019 207
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BYD sets out EV expansion strategy for Europe; Tang SUV heading to Norway first

Green Car Congress

BYD Europe outlined an expansion strategy for EVs in Europe, including the trial introduction of electric passenger cars, alongside longer-term plans to bring new BYD LCV and eTruck ranges to the market. BYD will initially introduce the all new, full-electric, second-generation BYD Tang compact SUV to the Norwegian market.

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Adamas: lithium usage for EV batteries up 76% year-over-year in February 2019

Green Car Congress

Shifting cathode chemistries and strong BEV/PHEV sales relative to HEV sales driving accelerated deployment of lithium. Globally, the top five cell suppliers by LCE deployed in February 2019 were (in descending order) Panasonic, LG Chem, CATL, BYD and Samsung SDI.

2019 220
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Adamas: EV sales up just 20% in April 2019 but total battery capacity deployed up 69%

Green Car Congress

Despite weak EV sales growth in April 2019 versus the same month the year prior (up just 19.6%), total battery capacity deployed in newly-sold EVs (in GWh) increased markedly over the same period, according to Adamas Intelligence’s “ EV Battery Capacity Monthly ”. In April 2019, a total of 6.7 over the same month the year prior.

2019 186
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Adamas: lithium deployment in passenger EVs up 47% y-o-y in May 2019

Green Car Congress

In May 2019, 47% more lithium carbonate equivalent (LCE) was deployed globally in batteries of passenger EVs than the same month the year prior, according to Adamas Intelligence’s latest subscription-based “ EV Battery Lithium Monthly ” report. This increase in LCE deployment was driven primarily by two factors, Adamas said.

2019 186
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Comment on BYD, Tesla top selling brands in China's NEV market in Jan-Jul by AMortalDefiant

CN EV Post

If we subtract out PHEVs (ICE 2.0), BYD are still behind Tesla on pure BEVs. Once they have to swap over production to BEVs as the ICE that underpin them go extinct, they will have to temporarily move backwards to retrofit factories from PHEV to BEV production. BYD is doing great, but context matters. @渡海 In reply to 渡海.

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