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DOE: US net petroleum imports negative for 2020

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In 2020, net petroleum imports (total imports minus exports) were negative for the first time since the US Energy Information Administration began tracking them—i.e., Total petroleum products supplied is the sum of the products supplied for each petroleum product, crude oil, unfinished oils, and gasoline blending components.

2020 389
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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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Amogy, Skansi and SEAM to explore ammonia as fuel for offshore supply vessels

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This opportunity allows all parties to work together in pursuit of a decarbonized shipping industry. Founded in 2020 by four MIT PhD alumni with a shared vision, Amogy aims to enable the decarbonization of the heavy-duty transportation sector. Skansi owns and operates 5 platform supply vessels.

Supplies 273
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Neste and Shell sign agreement to increase the supply of sustainable aviation fuel

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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.

Supplies 414
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Roskill: COVID-19 could wipe out US$1.0B of lithium supply in 2020

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Based on company announcements to date related to operation scale-downs and closures, as well as national, provincial and local governmental measures, Roskill estimates that approximately 110Kt of mined LCE production could be lost over the course of 2020, due directly to actions taken to prevent the spread of COVID-19.

2020 186
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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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New USGS methodology identifies 23 mineral commodities the supply of which poses greatest risk to manufacturing

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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