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Benchmark bumps BYD up to top tier of EV battery manufacturers; 2nd China cell maker on list

Green Car Congress

Benchmark Mineral Intelligence has elevated Chinese lithium-ion battery cell and automaker BYD to Benchmark’s top tier EV battery cell manufacturer status joining CATL, Envision AESC, LG Energy Solution, Panasonic, Samsung, and SK Innovation as tier one cell manufacturers. Supplier to domestic Chinese EV market.

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Roskill: Yahua-Tesla deal indicative of increasing capability and numbers of Chinese lithium convertors

Green Car Congress

On 29 December 2020, Sichuan Yahua Industrial Group announced thatits subsidiary, Yahua Lithium, had signed a five-year supply agreement with Tesla. Yahua Lithium commissioned the Ya’an plant in May 2020 with 20ktpy of capacity for battery-grade lithium hydroxide.

Chinese 305
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GlobalData: Coronavirus threatens China’s battery sector dominance; 26 GWh hit in 2020

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China’s attempt to fight the coronavirus outbreak has led to delayed production across a number of battery production facilities located in key coronavirus hit provinces and is expected to lower the output of Chinese battery manufacturers by around 26 GWh in 2020. —Sneha Susan Elias, Senior Power Analyst at GlobalData.

2020 292
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ABB E-mobility increases majority stake in Chinese EV charging provider Chargedot to 80%

Green Car Congress

ABB has increased its majority stake in Chinese electric vehicle (EV) charging provider Chargedot Shanghai New Energy Technology Co. ABB acquired a 67% stake in Chargedot in March 2020. fold increase on 2020. fold increase on 2020. a subsidiary of China’s largest vehicle manufacturer SAIC, which retains a 20% stake.

Chinese 150
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BloombergNEF annual battery price survey finds prices fell 6% from 2020 to 2021

Green Car Congress

This marks a 6% drop from $140/kWh in 2020. Since September, Chinese producers have raised LFP prices by between 10-20%. This would impact EV affordability or manufacturers’ margins and could hurt the economics of energy storage projects. All prices are in real 2021 $, unless stated as nominal.)

Price 469
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Tesla rings in 2020 with a global manufacturing presence

Green Car Reports

Although many who follow the growth of electric cars eagerly await the release of Tesla’s fourth-quarter and annual delivery numbers for 2019, the Tesla of 2020 and beyond is a truly global manufacturer. Tesla confirmed that it delivered its first 15 Chinese-made Tesla Model 3 sedans Monday—to Tesla employees.

2020 103
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Electric cars cheaper than gas ones by 2020, says Chinese battery supplier

Green Car Reports

Envision Energy, a Chinese company that bought Nissan's former AESC battery business, says it will be able to make battery packs for less than $100 per kilowatt-hour in the next two years.