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Adamas: LFP market share drops to 6% in global passenger EV batteries in 2019; potential comeback in 2020 with cell-to-pack

Green Car Congress

In 2019, the market share of lithium-iron-phosphate (LFP) cathode chemistry fell to 6% in global passenger EV batteries by watt-hours deployed (i.e. Overall, the combined global market share of ternary cathodes (including NCM and nickel-cobalt-aluminum (NCA) varieties) in passenger EV batteries reached 90% in 2019, up from 83% in 2018.

2019 344
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Volkswagen Passenger Cars lifts global deliveries of BEV vehicles by 197% and of electric vehicles overall by 158% in 2020

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In 2020, Volkswagen Passenger Cars delivered more than 212,000 electric cars in total (+158 percent versus 2019), including nearly 134,000 battery electric vehicles (+197 percent versus 2019). 3 were ordered in 2020. 3 was the top-selling car in December 2020 in absolute numbers—regardless of the type of drive.

2020 389
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ICCT report finds US domestic EV production and investment continues to fall; only 5% of global EV investment to go to US EV assembly plants

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The ICCT study finds that the United States’ share of cumulative global EV production decreased from 20% to 18% since 2010 and only 15% of the approximately $345 billion in global automaker EV investments are flowing to the US. Similarly, European manufacturing accounted for 25% of global EVs through 2020, up from 23% in 2017.

Global 397
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EIA: US coal exports increased 23% between 2020 and 2021

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In 2021, coal exports from the United States increased by 23% to 85 million metric short tons (MMst) from 69 MMst in 2020, according to the US Energy Information Administration (EIA). A trade dispute between Australia and China that began in late 2020 resulted in China banning coal imported from Australia.

Coal 434
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CapGemini: 87% of global consumers prefer personal vehicle to ensure safe travel, up from 57% in April 2020

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Almost half of global consumers (46%) are considering purchasing a car in the next 12 months, an increase from 35% in April 2020. Without a clear end to the pandemic in sight, 87% of global consumers stated their safety and physical well-being, alongside that of their families, is best served through a personal vehicle.

Personal 265
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Benchmark bumps BYD up to top tier of EV battery manufacturers; 2nd China cell maker on list

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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.

BYD 389
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Frost & Sullivan: Li-ion battery materials market to reach $51.60B by 2027 from $18.75B in 2020; 15.6% CAGR

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Frost & Sullivan projects that the global Li-ion battery materials market will reach $51.60 billion in 2020 at a 15.6% Asia-Pacific (APAC) dominates the market and continues to be the highest revenue-generating region. It is slated to account for nearly a third of the global Li-ion battery manufacturing capacity by 2027.

Li-ion 170