2020 Industry Supplies 
Green Car Congress
JUNE 8, 2021
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.
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SEPTEMBER 17, 2020
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.
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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).
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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.
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DECEMBER 1, 2021
This marks a 6% drop from $140/kWh in 2020. Continuing cost reductions bode well for the future of electric vehicles; however, the impact of rising commodity prices and increased costs for key materials such as electrolytes has put pressure on the industry in the second half of the year. This will help to ease lithium prices.
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JANUARY 24, 2020
Norway-based energy company Equinor has contracted with Eidesvik Offshore for the Viking Energy supply vessel, which is being retrofitted to make it capable of covering long distances fueled by carbon-free ammonia. The vessel will transport supplies to installations on the Norwegian continental shelf (NCS). The Viking Energy.
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FEBRUARY 6, 2021
Against this demand backdrop, Roskill critically assessed the EU’s internal supply capabilities and identified the risk of future shortages. The expected requirements for additional nickel are “seismic” for the market and there are multiple challenges to ensuring long-term supply security, according to the report’s authors.
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