Green Car Congress

JUNE 4, 2023

Russia-based Nornickel, the world’s largest producer of palladium and high-grade nickel and a major producer of platinum and copper, presented its eleventh review of the nickel and platinum group metals (PGM) markets based on the fundamental analysis of world economic and industry data. Mt to 3.22 Mt (7% year-on-year growth).

Market 304

Market Indonesia Russia Supplies 304

Green Car Congress

NOVEMBER 10, 2021

The price of US benchmark West Texas Intermediate (WTI) crude oil is near its highest level since 2014, increasing rapidly from low prices in mid-2020 as demand returns faster than supply, according to the US Energy Information Administration (EIA). million barrels at the end of January 2020 and increased to 532.7

Oil 417

Oil Supplies Price 2020 417

Green Car Congress

SEPTEMBER 21, 2022

The findings of this joint research on ammonia cracking will help support industry-wide efforts to decarbonize transport and heavy industrial processes and lower carbon emissions to meet global climate goals. Founded in 2020 by four MIT PhD alumni, Amogy aims to enable the decarbonization of the heavy-duty transportation sector.

Hydrogen 186

Hydrogen Global Supplies MIT 186

Green Car Congress

DECEMBER 1, 2021

This marks a 6% drop from $140/kWh in 2020. This reflects the relative immaturity of these markets, the diverse range of applications and, for the higher end of the range, low volume and bespoke orders. All prices are in real 2021 $, unless stated as nominal.) Packs in the US and Europe cost 40% and 60% higher, respectively.

Price 469

Price 2020 Batteries Battery 469

Green Car Congress

MAY 10, 2022

Hyundai Motor Company plans to ramp up the US commercial vehicle market entry with XCIENT Fuel Cell trucks. We are running out of time to limit global warming. Climate change and on-going supply chain issues will accelerate the transition to clean energy sources. million km as of 30 April 2022.

Hyundai 468

Hyundai Motor Motors Motoring 468

Green Car Congress

MAY 21, 2022

Volkswagen is expanding its global production network for electric vehicles by now starting to make the all-electric ID.4 4’s start-up is on schedule, despite the global challenges during the two-year conversion phase. Production for the US market will start in Chattanooga in the fall. 4 in Emden. Chattanooga (ID.4)

Global 435

Global Production Ireland Finland 435

Green Car Congress

SEPTEMBER 12, 2021

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

Li-ion 2020 Market Batteries 170

Green Car Congress

JUNE 29, 2021

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

Global Production 2020 South Korea 397

Green Car Congress

NOVEMBER 14, 2022

The Global Carbon Project (GCP) published its annual analysis of trends in the global carbon cycle in the journal Earth System Science Data , including an updated full-year projection for 2022. Global fossil CO 2 emissions are expected to grow 1.0% (with an uncertainty range of 0.1% The decline in 2020 of -5.2%

Global 221

Global Emissions Carbon Coal 221

Green Car Congress

OCTOBER 7, 2020

Developing lithium from the Salton Sea in California can help anchor a multi-billion dollar domestic electric vehicle battery supply chain and inject thousands of jobs and billions of dollars into California’s economically disadvantaged Imperial Valley, according to a new report from New Energy Nexus. Earlier post.).

Supplies 505

Supplies Batteries Battery California 505

Green Car Congress

APRIL 2, 2021

The coup and resulting state of emergency quickly resulted in concerns in China over metal and mineral supplies from its neighbor. Myanmar is the world’s third-biggest miner of tin and in 2020 accounted for more than 95% of China’s imports of tin concentrate, used by smelters to make refined tin for circuit-board soldering.

Myanmar 321

Myanmar Supplies Available China 321

Green Car Congress

AUGUST 21, 2022

Trading Economics global macro models and analysts expectations forecast battery-grade lithium carbonate to trade at 504,813 CNY (US$74,000) per tonne in 12 months time. Global consumption of lithium in 2021 was estimated to be 93,000 tons, a 33% increase from 70,000 tons in 2020. Lithium is expected to trade at 484,185.00

Carbon 483

Carbon Batteries Battery Lithium Ion 483

Green Car Congress

MARCH 9, 2022

Global energy-related carbon dioxide emissions rose by 6% in 2021 to 36.3 The rebound of global CO 2 emissions above pre-pandemic levels has largely been driven by China, where they increased by 750 million tonnes between 2019 and 2021. China was the only major economy to experience economic growth in both 2020 and 2021.

Emissions 370

Emissions Global Coal China 370

Green Car Congress

OCTOBER 28, 2022

FREYR Battery announced a new service agreement with ITOCHU Corporation, the Japan-based global trading and import/export company. As part of this agreement, ITOCHU will serve as a direct materials supplier for FREYR’s procurement and supply chain operations. —Yasuhiro Abe, Power & Environmental Solution Division COO, ITOCHU.

Supplies 199

Supplies Batteries Battery Lithium Ion 199

Green Car Congress

MAY 20, 2020

BloombergNEF (BNEF) forecasts that sales of electric passenger vehicles will fall 18% in 2020 to 1.7 BNEF’s latest annual Long-Term Electric Vehicle Outlook shows electric models accounting for 58% of new passenger car sales globally by 2040, and 31% of the whole car fleet. to global electricity demand by 2040. million units.

2020 243

2020 Sale Market Cars 243

Green Car Congress

MAY 31, 2020

The COVID-19 pandemic has set in motion the largest drop in global energy investment in history, with spending expected to plunge in every major sector this year—from fossil fuels to renewables and efficiency—the International Energy Agency said in a new report.

Global 344

Global Energy Coal 2020 344

Green Car Congress

JULY 12, 2022

billion cubic feet per day (Bcf/d) of liquefied natural gas (LNG) was traded globally during 2021, an increase of 2.2 Bcf/d (4.5%) from 2020, according to The LNG Industry GIIGNL Annual Report 2022 by the International Group of Liquefied Natural Gas Importers ( GIIGNL ). Global LNG export capacity has increased by 29%, or 14.0

Global 259

Global Gas Algeria Asia 259

Green Car Congress

DECEMBER 3, 2022

With the continued global turmoil experienced over the past few years, the prices of almost everything are rising. The price of neodymium has remained fairly constant from 2013-2020, but 2022 saw a very sharp rise to its peak in February at 3.8 times higher than it was between 2013-2020. the average value between 2013-2020.

Market 259

Market Motor Motors Motoring 259

Green Car Reports

NOVEMBER 15, 2022

Despite supply chain issues that have affected the entire auto industry, Volkswagen claims to have reached a delivery goal for its ID-family electric cars early. VW on Monday said it had passed 500,000 global deliveries of ID models since the first European-market ID.3 3 hatchbacks were handed over to customers in October 2020.

Supplies 191

Supplies Auto Industry 2020 Auto 191

Green Car Congress

AUGUST 31, 2020

Nuclear generation reached a near-record high in 2019, with output reaching 2657 TWh, enough to meet more than 10% of the world’s electricity demand, according to the recently published World Nuclear Association Performance Report 2020. GWe started supplying electricity, compared to an average annual objective for 2016-2020 of 10 GWe.

2019 468

2019 South Korea Global Russia 468

Green Car Congress

APRIL 23, 2021

A new report sponsored by ABB Robotics and authored by the automotive intelligence unit of Ultima Media auggests that concerns over EV battery supply to meet the escalation in demand poses serious risk to the growth of market share of electric vehicles, despite plans for 80 new global battery gigafactories.

Global 448

Global Batteries Battery North America 448

Green Car Congress

FEBRUARY 23, 2020

Researchers at the US Geological Survey (USGS) and its partners have developed a new methodology to identify which mineral commodities important to US manufacturing are at greatest risk to supply disruption. The methodology evaluated the global supply of and US demand for 52 mineral commodities for the years 2007 to 2016.

Supplies 529

Supplies Manufacturer 2007 2016 529

Green Car Congress

APRIL 5, 2020

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

2020 Batteries Battery Energy Storage 292

Green Car Congress

FEBRUARY 10, 2022

GWh of passenger EV battery capacity was deployed onto roads globally in 2021—a 113% increase over 2020—as battery-electric vehicle (BEV) and plug-in hybrid electric vehicle (PHEV) sales surged year-over-year, according to Adamas Intelligence. A record 286.2 Japan’s Panasonic rounded off the top three with a record 41.4

Batteries 414

Batteries Battery PHEV 2020 414

Green Car Congress

MARCH 24, 2021

As part of a pilot project, Audi is procuring 20-inch wheels for the Audi e-tron GT electric car that are made from low-CO 2 emission aluminum supplied by Alcoa to RONAL GROUP, the wheel’s manufacturer. EcoLum is delivered globally from predominantly hydro-powered smelters in North America and Europe. Source: Alcoa.

Audi 418

Audi Supplies Carbon Climate Protection 418

Green Car Congress

APRIL 5, 2013

In a new report , Navigant Research forecasts that the global market for e-bicycles will grow at a modest rate of 3.1% CAGR (compound annual growth rate) from 31 million in 2013 to nearly 38 million in 2020. CAGR, respectively), the market research firm anticipates. million by 2020. million by 2020.

2020 278

2020 Li-ion China Market 278

Green Car Congress

APRIL 18, 2020

IHS Markit is forecasting that global commercial vehicle production (GVW 4-8) volumes in 2020 compared to 2019 will be down 22% (more than 650,000 units) to 2.6 These forecasts are informed by the latest IHS Markit global economic forecast updates, which reflect a 3.0% decline in global real GDP in 2020.

2020 191

2020 Commercial Global Production 191

Green Car Congress

FEBRUARY 5, 2021

In 2020, a total of 134.5 GWh of passenger EV battery capacity was deployed globally into newly sold passenger BEVs, PHEVs and HEVs, an increase of 39.6% over the year prior, according to a bottom-up model-by-model analysis by Adamas Intelligence.

2020 243

2020 Batteries Battery PHEV 243

Green Car Congress

AUGUST 23, 2021

COVID-19 Still Impacting Supply Chain. Unlike the capacity constraints in wafer fabs, which was impacting mainly automotive MCUs, assembly capacity constraints impact all semiconductor types including sensors, power supplies and discretes. Global Light Vehicle Production Forecast Implications. increase over 2020 levels.

Light 186

Light Supplies Global Malaysia 186

Green Car Congress

NOVEMBER 5, 2022

Battery manufacturer SK On signed a lithium hydroxide supply deal with Chile’s SQM, a move that will further strengthen SK On’s supply chain for critical battery materials in coping with the US “Inflation Reduction Act” (IRA) following its recent deals with Australian lithium developers. million electric vehicles (EVs). Earlier post.).

Supplies 273

Supplies Chile Tax Credit New York 273

Green Car Congress

JUNE 23, 2021

A new report from IDTechEX forecasts the solid-state battery market will grow to $8 billion by 2031. The car plug-in market will take the largest share (66%) in 2031, followed by smartphone applications. The car plug-in market will take the largest share (66%) in 2031, followed by smartphone applications. Source: IDTechEx.

Market 418

Market Batteries Battery Li-ion 418

Green Car Congress

SEPTEMBER 13, 2020

Roskill expects demand for molybdenum to drop by more than 8% in 2020. The molybdenum market enjoyed three years of growing demand between 2016 and 2018, but macroeconomic concerns and a slower steel market resulted in a 2.3% Mine supply continued to edge higher in 2019, albeit by a relatively slow 0.7%—an

2020 186

2020 2019 2018 Oil 186

Green Car Congress

AUGUST 10, 2022

The program will address vulnerabilities in the domestic critical materials supply chain. Global demand for critical materials is expected to increase by 400-600% over the next several decades.

Supplies 199

Supplies Clean Cleaning Wind 199

Green Car Congress

DECEMBER 20, 2022

BTBM provided a newly developed product from its high-performance CAM portfolio for PPES’s innovative battery cell solutions to serve the electric vehicle market. Through the expansion, the annual CAM supply will be increased to up to 45 GWh cell capacity per year. calcination facilities for CAM. —,Dr.

Toyota 199

Toyota Supplies Corporation Japan 199

Green Car Congress

DECEMBER 17, 2021

The rapid growth of the hybrid and electric vehicle segment could potentially cause demand for electrical steel to outpace supply from 2025, according to a new report by a team of analysts from the Automotive Supply Chain and Technology team at IHS Markit. Supply is extremely limited in North America.

Supplies 243

Supplies Cleveland Electric Electrical 243

Green Car Congress

DECEMBER 10, 2021

General Motors and MP Materials ( earlier post ) have formed a strategic collaboration to develop a fully integrated US supply chain for rare earth magnets. This strategic collaboration seeks to accelerate the restoration of the US rare earth supply chain at commercial scale with high resiliency and environmental sustainability.

GM 221

GM Supplies North America Fort Worth 221

Green Car Congress

DECEMBER 28, 2022

In February 2022, GTI Energy, S&P Global Commodity Insights and the National Energy Technology Laboratory (NETL) launched the Open Hydrogen Initiative (OHI), a collaboration to further transparency into the environmental impact of hydrogen production and help unlock its full potential as an important driver of energy transitions.

Hydrogen 482

Hydrogen Insight Oklahoma Carbon 482