Green Car Congress

FEBRUARY 3, 2021

Roskill expects that rare earth permanent magnet applications represented 29% of total demand in 2020—the largest single end use—consuming a mixture of neodymium (Nd), praseodymium (Pr), dysprosium (Dy), along with other elements used at fillers such as cerium (Ce) and gadolinium (Gd).

2020 418

2020 Chinese Supplies 2019 418

Green Car Congress

AUGUST 23, 2021

During the first half of 2021, wafer fab capacity constraints were causing the greatest disruption and getting the most attention as the “semiconductor shortage” affecting automotive production. COVID-19 Still Impacting Supply Chain. Global Light Vehicle Production Forecast Implications. increase over 2020 levels.

Light 186

Light Supplies Global Malaysia 186

Green Car Congress

MAY 24, 2021

Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. The US government classifies these elements as critical materials in part based on their importance in manufacturing products that support national security. Riddle et al.

Supplies 468

Supplies Range Wind Market 468

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

SEPTEMBER 21, 2022

Amogy, a developer of energy-dense ammonia power solutions ( earlier post ), and Trafigura , one of the largest physical commodity trading groups in the world, are partnering to study the use of ammonia as a carrier to transport clean hydrogen from point of production to point of consumption.

Hydrogen 186

Hydrogen Global Supplies MIT 186

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

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

OCTOBER 10, 2020

Argonne National Laboratory’s Systems Assessment Center has released the 2020 version of the suite of GREET models and associated documentation. Argonne added a new “E-fuel” tab that covers several e-fuel production pathways. Supply chain sustainability analysis (SCSA) of six biofuel production pathways. Green ammonia.

2020 324

2020 Gas-Electric Lithium Ion Mariner 324

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 Battery Batteries North America 448

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. ITOCHU and FREYR are both investors in 24M Technologies, Inc.,

Supplies 199

Supplies Battery Batteries Lithium Ion 199

Green Car Congress

MAY 22, 2021

The Cobalt Institute has released its State of the Cobalt Market Report 2020. The Cobalt Institute commissioned Roskill to look at the global trends in cobalt consumption, supply and production in 2020. The report is the most comprehensive publicly available market overview to date.

2020 243

2020 2013 Lithium Ion Battery 243

Green Car Congress

DECEMBER 1, 2021

This marks a 6% drop from $140/kWh in 2020. However, even lower-cost chemistries such as LFP—which is particularly exposed to lithium carbonate prices—have felt the bite of rising costs throughout the supply chain. All prices are in real 2021 $, unless stated as nominal.) This will help to ease lithium prices.

Price 469

Price 2020 Battery Batteries 469

Green Car Congress

SEPTEMBER 24, 2020

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. million tons of SAF annually by 2023.

Supplies 414

Supplies Fuel Singapore Renewable 414

Green Car Congress

FEBRUARY 6, 2021

The European Commission’s Joint Research Centre (JRC) has released a report by Roskill that analyzes the EU’s nickel requirements for EV batteries within the context of the global market over a twenty-year forecast horizon to 2040. Nickel sulfate is used directly in the production of Li-ion precursors (blue) and plating (blue).

Ni-Li 397

Ni-Li Supplies Battery Batteries 397

Green Car Congress

MAY 9, 2020

The second quarter of 2020 will see the largest volume of liquids production cuts, including shut-in production, in the history of the oil industry, according to IHS Markit. The Great Shut-In, a rapid and brutal adjustment of global oil supply to a lower level of demand is underway. But there is nowhere to hide.

Oil 170

Oil 2020 Global Oil Prices 170

Green Car Congress

OCTOBER 7, 2022

Volvo Trucks started the series production of heavy-duty electric trucks in September this year and the availability of electric trucks for inter-city and regional haulage marks an important milestone for decarbonizing road transport. Sales are ongoing in Europe and series production started in September 2022.

Volvo 355

Volvo Germany Supplies North America 355

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

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

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 Battery Batteries Energy Storage 292

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

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

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. The only lithium production in the United States currently is from one brine operation in Nevada. Lithium is expected to trade at 484,185.00 Source: Trading Economics.

Carbon 483

Carbon Battery Batteries Lithium Ion 483

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

MAY 24, 2018

Toyota projects that global sales of fuel cell electric vehicles (FCEV) will increase significantly after 2020 to at least 30,000 per year from today’s 3,000. The production of high-pressure hydrogen tanks will be handled by a new, dedicated line to be added inside the nearby Shimoyama Plant (Nº 3) in Miyoshi City (Aichi Prefecture).

Hydrogen 321

Hydrogen Toyota 2020 Production 321

Green Car Congress

JULY 29, 2020

Canadian oil sands production is expected to decline by nearly 175,000 barrels per day (b/d) in 2020 as a result of COVID-19—the largest annual decline on record. The new forecast by the IHS Markit Oil Sands Dialogue , which takes into account the “COVID-19 shock,” projects Canadian oil sands production to reach 3.8

Oil-Sands 221

Oil-Sands Oil 2020 Production 221

Green Car Congress

JULY 8, 2021

As outlined in its current Short-Term Energy Outlook , the US Energy Information Administration (EIA) estimates that global consumption of petroleum and liquid fuels averaged 92.3 million barrels per day (b/d) for all of 2020, down by 8.6 EIA expects that global liquid fuels consumption will grow by 5.3 million b/d from 2019.

2019 243

2019 Global Fuel Gasoline-Electric 243

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.

Supplies 505

Supplies Battery Batteries California 505

Green Car Congress

AUGUST 13, 2021

Bosch is pooling its mechanical engineering expertise and offering companies factory equipment for battery production from a single source—ranging from individual components and software solutions to complete assembly lines. Currently, more than 60 percent of that demand stems from electromobility (source: VDMA, 2020).

Supplies 186

Supplies Battery Batteries Production 186

Green Car Congress

AUGUST 13, 2022

Mercedes-Benz is taking another step to scale up development and production of next-generation high-performance battery cells and modules by expanding its battery supply relationship with CATL through CATL’s newly announced battery plant in Debrecen, Hungary. The project will supply both cells and modules to European automakers.

Hungary 195

Hungary Mercedes Supplies Battery 195

Green Car Congress

APRIL 21, 2020

As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. At this time, the loss of supply from these closures amounted to more than 1% of the total mine supply in 2019. —Gulley et al.

Supplies 307

Supplies Morocco Africa Madagascar 307

Green Car Congress

MARCH 6, 2018

Oil production growth from the United States, Brazil, Canada and Norway can keep the world well supplied, more than meeting global oil demand growth through 2020, but more investment will be needed to boost output after that, according to the International Energy Agency’s latest annual report on oil markets. mb/d in 2017.

Brazil 218

Brazil Norway Oil Canada 218

Green Car Congress

JUNE 28, 2020

The US Army Contracting Command–Detroit Arsenal announced that GM Defense LLC , a subsidiary of General Motors, has been awarded the production contract to build, field and sustain the Army’s new Infantry Squad Vehicle (ISV). The total production ISV contract award value is $214.3

Colorado 397

Colorado GM 2020 Diesel 397

Green Car Congress

JANUARY 30, 2021

Volkswagen’s Transparent Factory in Dresden has begun series production of the battery-electric ID.3. This makes it the second production site for the ID.3 family—from initial advice and test drives, to production visits, co-constructing the ID.3 MEB production network. family and the MEB. 4 CROZZ and ID.4

Production 435

Production Chinese 2020 USA 435

Green Car Congress

AUGUST 21, 2022

SK E&S signed a memorandum of understanding (MOU) with SK Plug Hyverse and KOEN regarding cooperation for carbon neutrality and the production of green hydrogen and green ammonia which will be consumed for co-firing at KOEN’s natural gas and coal based thermal power plants, by using electrolyzers to be produced in Korea by SK Plug Hyverse.

Green 284

Green Hydrogen Plug Power 284

Green Car Congress

SEPTEMBER 27, 2022

In the first half of 2022 (January–June), US exports of petroleum products averaged nearly 6 million barrels per day (b/d), the most first-half-of-year exports in Petroleum Supply Monthly data, going back to 1973, according to the US Energy Information Administration (EIA). US propane exports averaged 1.4

Russia 284

Russia Production Oil Ukraine 284

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

Green Car Congress

FEBRUARY 20, 2020

Half of the current supply of cobalt is incorporated into cathodes for lithium-ion batteries, and many of those batteries are used in consumer electronics and electric vehicles. Demand for these vehicles and their batteries is growing swiftly: In 2018, the global electric car fleet numbered in excess of 5.1 Xinkai Fu, Danielle N.

Supplies 349

Supplies Battery Batteries Congo 349