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

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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. The US is in sixth place in 2020.

Li-ion 459
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Umicore signs long-term agreement with Terrafame for supply of sustainable low-carbon nickel sulfate

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for the supply of low-carbon, sustainable high-grade nickel sulfate. In January, Terraframe signed a nickel sulfate supply agreement with Stellantis. A 2020 life-cycle analysis by Sphera Solutions GmbH, verified by Prof. kg CO 2 / kg NiSO 4 , compared to the industry average of 5.4 Earlier post.)

Supplies 150
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Dow and X-energy to deploy first advanced small modular nuclear reactor at industrial site

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Dow and X-Energy Reactor Company entered into a joint development agreement (JDA) to demonstrate the first grid-scale advanced nuclear reactor for an industrial site in North America. X-energy manufactures its own proprietary version (TRISO-X) to ensure supply and quality control. Earlier post.)

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European battery maker ACC partners with Circulor to map supply chain, carbon emissions – ET Auto

Baua Electric

The partnership comes as the European auto industry readies for a “battery passport” that will trace the content and carbon footprint of EV cells sold in Europe. Launched in 2020, ACC has announced EV battery plants in France, Germany and Italy with a 7 billion-euro (USD 7.6 billion) investment.

Carbon 97
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Roskill sees recovery in lithium industry, buoyed by demand from rechargeable battery applications

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Despite the trend toward transportation electrification, the lithium industry has had a rough few years. In 2019, monthly average lithium carbonate prices fell 36% between January and December. In 2019, monthly average lithium carbonate prices fell 36% between January and December. Lithium demand by application in 2019.

Recharge 334
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Neste and Shell sign agreement to increase the supply of sustainable aviation fuel

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Anticipating increasing desire from airlines to reduce emissions, Neste and Shell Aviation have entered into a sustainable aviation fuel (SAF) supply agreement. This agreement significantly increases the supply and availability of SAF for the aviation industry with effect from October 2020.

Supplies 414
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Roskill: COVID-19 could wipe out US$1.0B of lithium supply in 2020

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Based on company announcements to date related to operation scale-downs and closures, as well as national, provincial and local governmental measures, Roskill estimates that approximately 110Kt of mined LCE production could be lost over the course of 2020, due directly to actions taken to prevent the spread of COVID-19.

2020 186