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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

Green Car Congress

China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. In 2020, Japan and Korea rank number two and three respectively. —James Frith, BNEF’s head of energy storage.

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Technavio forecasts 45% CAGR in automotive fuel cell market through 2019

Green Car Congress

The global fuel cell market in the automotive industry is set to grow at a rapid CAGR of more than 45% (in terms of unit shipments) through 2019, according to a new report by global technology research and advisory company Technavio. Japan is the major market for fuel cells in APAC.

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China is exporting so many EVs that it needs more ships – a lot more

Baua Electric

Chinese EV makers are looking to export electric vehicles by the tens of thousands around the globe, but they need a lot more car-carrying vessels to make that happen. By comparison, Japan tops the list with 284 ships, followed by Norway, which has 102. We expect to see new trade routes established almost exclusively for Chinese OEMs.”

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Roskill: Japanese steel industry is poised for a major downsizing in the years to come

Green Car Congress

Nippon Steel plans to suspend blast furnace operations at its Ibaraki Prefecture plant, near Tokyo, according to the Nikkei—the latest example of the group’s efforts to deal with overcapacity in Japan. In 2019, Japan’s crude steel production was 99Mt falling to 83Mt in 2020, implying a 64% capacity utilization.

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Big Auto is begging governments to let them go bankrupt as Chinese EVs loom

Baua Electric

Chinese EVs will grow, whether you like it or not China is actually a little late to the EV party. Chinese EV sales have started taking off overseas , particularly in Europe. They contend that the Chinese government unfairly subsidizes its auto sector, making prices uncompetitively low. Namely: China.

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Roland Berger and fka Index: China to dominate EV market and industry in foreseeable future

Green Car Congress

The index assess the relative competitive position of the seven leading automotive nations (Germany, France, Italy, the US, Japan, China and South Korea) on the basis of three key indicators: technology; industry; and market. The large production volumes of Chinese domestic manufacturers benefit the nation in the industry rankings.

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Roskill: record cobalt deals in Q1 2018 show raw material procurement for Li-ion batteries revving up

Green Car Congress

There is now a significant wave of interest in battery raw material supply security, mainly from Asia, to underpin the growth of Li-ion battery production over the next decade. million aimed at sourcing long-term supplies of battery-grade cobalt from the Thackaringa cobalt project in New South Wales, Australia.

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