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

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This marks a 6% drop from $140/kWh in 2020. Continuing cost reductions bode well for the future of electric vehicles; however, the impact of rising commodity prices and increased costs for key materials such as electrolytes has put pressure on the industry in the second half of the year.

Price 469
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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. Prices continued to slide in Q3 2020, with China spot prices falling below US$5,000/t CIF (Cost, Insurance, and Freight) for battery-grade lithium carbonate; contract prices edged closer to US$10,000/t CIF. Source: Roskill.

Recharge 334
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Argonne releases GREET 2020

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Argonne National Laboratory’s Systems Assessment Center has released the 2020 version of the suite of GREET models and associated documentation. Vehicle technologies include conventional internal combustion engines, hybrid-electric systems, battery-electric vehicles, and fuel-cell-electric vehicles.

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DOE issues RFI on $675M critical materials supply chain program

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The program will address vulnerabilities in the domestic critical materials supply chain. Critical materials, which include rare-earth elements, lithium, nickel, and cobalt, are required for manufacturing many clean energy technologies, including batteries, electric vehicles, wind turbines, and solar panels.

Supplies 199
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Renault Group and Managem Group sign agreement for sustainable supply of Moroccan cobalt

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Renault Group and Managem Group , a Moroccan player in the mining and hydrometallurgy sector, signed a memorandum of understanding (MoU) aimed at securing the supply of low-carbon and responsible cobalt sulfate for electric batteries. billion from 2025 and a target of €3 billion.

Supplies 225
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Roskill: Rising prices could be new norm for lithium industry

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In its second quarterly update to its Lithium: Outlook to 2030, 17 th Edition report, Roskill maintains the view that future refined lithium supply will remain tight, with a period of sustained supply deficit in the mid-2020s. The lithium-ion battery supply chain does not only depend on lithium.