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

JULY 21, 2022

The International Energy Agency (IEA) estimates that global refining capacity decreased by 730,000 barrels per day (b/d) in 2021—the first decline in global refining capacity in 30 years. million b/d since the start of 2020, contributing 184,000 b/d to the global decline in 2021. million b/d in 2023.

Global 448

Global China Kuwait Oman 448

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

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. —Tanja Vainio.

Global 448

Global Battery Batteries North America 448

Green Car Congress

SEPTEMBER 30, 2022

South Korea-based SK On (SKO), a global EV battery manufacturer, signed a Memorandum of Understanding (MOU) with Australia’s Global Lithium Resources to explore future business opportunities together in regard to stable supply of lithium. Incorporated in 2018, Global Lithium was listed on the Australian Stock Exchange last year.

Supplies 259

Supplies Global South Korea Battery 259

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 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 2020 321

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. Investment in both new primary supply and recycling is required to de-risk future supply security.

Ni-Li 397

Ni-Li Supplies Battery Batteries 397

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

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

APRIL 16, 2021

Strategy Analytics’ Automotive Connected Mobility service released its H1 2021 Global Ride-Hailing Market Update and its associated Global Ride-Hailing Forecast , tracking more than 140 unique operators across 119 different countries. over the next 10 years, with a global market recovery expected toward the end of 2022.

2020 243

2020 Global Market Connect 243

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. Supply chain sustainability analysis (SCSA) of six biofuel production pathways. The following low-carbon alternative ammonia production pathways have been implemented in GREET 2020 release.

2020 324

2020 Gas-Electric Lithium Ion Mariner 324

Green Car Congress

SEPTEMBER 18, 2020

and Toyota Motor Corporation have jointly developed a fuel cell power supply vehicle that uses hydrogen to generate electricity. Denyo and Toyota are both actively engaged in efforts for the global environment as they see related problems as important issues for management.

Supplies 396

Supplies Hydrogen Toyota Power 396

Green Car Congress

JUNE 28, 2020

GM Defense’s solution to the Army’s next-generation transportation needs is based off the 2020 Chevrolet Colorado ZR2 midsize truck architecture and leverages 90% commercial off-the-shelf parts. These parts include the Multimatic dual spool-valve dampers and Chevrolet Performance suspension components.

Colorado 397

Colorado GM 2020 Diesel 397

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. The global production network will then grow to five locations. 4 in Emden. Chattanooga (ID.4)

Global 435

Global Production Ireland Finland 435

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

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

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

Green Car Congress

FEBRUARY 7, 2020

Faurecia will supply the entire hydrogen storage system (including 10,000 hydrogen tanks) which will be produced in its new global center of expertise dedicated to hydrogen storage systems in Bavans, France with delivery to start in 2021. Earlier post.). million in subsidies from the Bourgogne-Franche-Comté region.

Hydrogen 362

Hydrogen Hyundai Supplies Fuel 362

Green Car Congress

APRIL 12, 2022

million wafers, or 21%, from the start of 2020 to the end of 2024 to hit a record high of 6.9 billion in 2022 as 200mm fab utilization remains at high levels and the global semiconductor industry works to overcome the chip shortage. Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2

Supplies 454

Supplies Taiwan 2013 Japan 454

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 Battery Batteries Lithium Ion 483

Green Car Congress

JANUARY 31, 2020

Together with start-up Circulor , Mercedes-Benz is conducting a pilot project for transparency on CO 2 emissions in the cobalt supply chain as part of STARTUP AUTOBAHN. In addition, the data network documents whether the Daimler sustainability standards are passed on throughout the entire supply chain. Blockchain in the supply chain.

Mercedes 337

Mercedes Supplies Emissions CO2 337

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

NOVEMBER 10, 2020

New Nemaska is one of the most attractive lithium projects in the world and is ideally positioned to meet the growing demand for a reliable high-grade supply of lithium chemicals in North America and Europe. Livent continues to discuss the framework for a long-term supply partnership with Tesla beyond 2021.

Supplies 305

Supplies North America Tesla America 305

Green Car Congress

MARCH 13, 2020

The global auto market is very sensitive to macroeconomic conditions and will be hit hard by the coronavirus and any economic contraction that accompanies it, BNEF says. Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. Chart: BloombergNEF.

Energy Storage 416

Energy Storage Renewable Energy Asia 416

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

Battery 414

Battery Batteries 2020 PHEV 414

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. Details of the respective facilities will be announced later with a view to start operations around 2020. Expanding sales.

Hydrogen 321

Hydrogen 2020 Toyota Fuel 321

Green Car Congress

OCTOBER 27, 2020

Neste and All Nippon Airways (ANA), Japan’s largest and a 5-Star airline, are entering a sustainable aviation fuel (SAF) supply agreement. ANA will become the first airline to use SAF on flights departing from Japan; the agreement also represents Neste’s first SAF supply to an Asian airline.

Asia 334

Asia Supplies Fuel Singapore 334

Green Car Congress

FEBRUARY 22, 2021

This latest report covers the global EV market’s performance over 2020 H2 and its implications on the ever-evolving battery and battery materials supply chains. Among the findings of the latest report: In 2020 H2 global passenger EV registrations grew by 58% versus the same period the year prior, amounting to 3.53

Battery 396

Battery Batteries 2019 2020 396

Green Car Congress

DECEMBER 8, 2020

The Rockies saw the smallest slide (5.6%) but that is substantial enough to impact supply and demand balances as winter approaches. The data speaks to a major problem for the petroleum industry and oil prices as it recovers from unprecedented demand declines for most of 2020. Northeastern gasoline sales dropped 10.1%

Gasoline 321

Gasoline 2020 Wyoming New Jersey 321

Green Car Congress

FEBRUARY 19, 2021

and New Zealand’s Hiringa Energy signed a vehicle supply agreement, with Hyzon commissioned to build and supply Hiringa with zero-emission Heavy Goods Vehicles (HGV). Hyzon’s FCEVs will be powered by green hydrogen supplied through Hiringa’s nationwide refueling infrastructure. Hyzon Motors Inc. Earlier post.).

New Zealand 304

New Zealand Supplies Fuel Motor 304

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

OCTOBER 7, 2022

The electric versions of its most important product range—the heavy-duty Volvo FH, Volvo FM and Volvo FMX trucks—will play a key role in reaching Volvo Trucks’ global target that in 2030 50% of all new trucks sold will be battery- or fuel-cell-electric. Production of the Volvo VNR Electric for North America began in 2020.

Volvo 355

Volvo Germany Supplies North America 355

Green Car Congress

DECEMBER 13, 2020

On 4 December 2020, the LME cash price hit its highest level since March 2013, closing at US$7,742/t. (By Copper has charted an unlikely trajectory through 2020, notes Roskill. Copper prices since 1 Jan 2020. By 10 December, that dropped back to $7,712/t.) Copper prices since 1 Jan 2000.

Price 541

Price Chinese 2020 2000 541

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

Gas 259

Gas Global Algeria Asia 259

Green Car Congress

FEBRUARY 3, 2021

Ltd and NYK Line, the other members of the Advanced Hydrogen Energy chain Association for technology Development ( AHEAD ), reported the successful completion of the world’s first global hydrogen supply chain system. Earlier post.).

Hydrogen 273

Hydrogen Supplies Commercial Store 273

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 Battery Batteries PHEV 243