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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
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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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European electrolyzer manufacturers commit to boosting capacity tenfold by 2025

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European Commissioner for Internal Market Thierry Breton and European electrolyzer manufacturers last week met in Brussels to discuss how to increase industry’s capacity to produce electrolyzers used to produce clean hydrogen. It will improve Europe’s sustainable and secure energy supply and reduce EU’s reliance on Russian gas.

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Natron collaborates with Clarios on first mass manufacturing of Sodium-ion batteries

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Natron Energy, a manufacturer of sodium-ion batteries, and Clarios International Inc., a manufacturer of low-voltage advanced battery technologies for mobility, will collaborate to manufacture the first mass-produced sodium-ion batteries. Natron has spent 10 years developing sodium-ion battery chemistry for mass manufacturing.

Sodium 370
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Dow and X-energy to deploy first advanced small modular nuclear reactor at industrial site

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Dow and X-Energy Reactor Company entered into a joint development agreement (JDA) to demonstrate the first grid-scale advanced nuclear reactor for an industrial site in North America. X-energy manufactures its own proprietary version (TRISO-X) to ensure supply and quality control. Earlier post.)

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DOE issues RFI on $675M critical materials supply chain program

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The program will address vulnerabilities in the domestic critical materials supply chain. Critical materials, which include rare-earth elements, lithium, nickel, and cobalt, are required for manufacturing many clean energy technologies, including batteries, electric vehicles, wind turbines, and solar panels.

Supplies 199
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Chart Industries expands liquid hydrogen and LNG business with strategic agreements

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Chart Industries and fuel cell manufacturer Plug Power Inc. executed a master supply agreement for Chart to supply liquid hydrogen storage and transport equipment to Plug and its subsidiaries. million of equipment orders from Plug that are booked in the third quarter of 2020.

Hydrogen 243