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Benchmark Mineral Intelligence: global battery gigafactory pipeline tops 300; China dominates

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China continues to dominate gigafactory announcements, but North America and Europe have seen significant growth over the past two years thanks in part to automaker and battery manufacturer joint ventures. In 2031, China is set to have almost 4,500 GWh of gigafactory capacity, representing 70% of global capacity.

China 433
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Chinese manufacturers to ramp up production of graphene nanotube dispersions for EV batteries

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A graphene nanotube dispersion, developed by OCSiAl, allows for a substantial increase in key battery parameters and is now experiencing growing interest from Chinese battery manufacturers. To meet the market’s needs, the licensed manufacturers of OCSiAl’s graphene nanotube dispersion in China are ramping up production capacities.

Chinese 273
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Why New Production Sources of Tungsten Are Critical for Increased Global Supply

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and global economies with businesses and manufacturers having to close doors and furlough employees, the global trade markets plummeted to an 11-year low of 41.5% China controls the market for nearly 35 precious minerals and metals that are important to the U.S. New Tungsten Production Will Open the Global Supply Chain.

Supplies 380
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CRU: Chinese EV sales hit hard by COVID-19 outbreak, but only for short-term

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The COVID-19 has hit the Chinese EV sector hard; CRU, a provider of business intelligence on the global metals, mining and fertilizer industries, believes that weak sales will last at least until early Q2 2020. Nonetheless, it continues to forecast Chinese EV sales growth in 2020 over 2019’s total.

Chinese 221
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Haldor Topsoe and Yanchang form joint venture and build methanol catalyst facility in China

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Haldor Topsoe and Shaanxi Yanchang Petroleum have formed a joint venture with the aim of delivering locally produced MK-151+ methanol synthesis catalysts to the Chinese market. Together, the two companies will build a production facility in Shaanxi Fupin in China to produce methanol synthesis catalysts.

China 243
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CRU: lithium price downtrend continues, with disappointing EV sales in China the driver

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In August 2019, CRU reported on the steady slide in prices that has occurred in the lithium market since the beginning of the year. Lithium carbonate prices in China dropped between January and August 2019 by nearly 20% since the beginning of 2019 to RMB 65,000/t, equivalent to $9.25/kg Source: Fastmarkets.

Price 243
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Adamas: BEVs responsible for 91% of all passenger EV battery capacity deployed in June 2019

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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