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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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Benchmark bumps BYD up to top tier of EV battery manufacturers; 2nd China cell maker on list

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Benchmark Mineral Intelligence has elevated Chinese lithium-ion battery cell and automaker BYD to Benchmark’s top tier EV battery cell manufacturer status joining CATL, Envision AESC, LG Energy Solution, Panasonic, Samsung, and SK Innovation as tier one cell manufacturers. Qualified to supply domestic Chinese EV manufacturers.

BYD 389
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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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SK On signs MOU with Global Lithium Resources to bolster key battery materials supply chain

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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.

Supplies 259
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BloombergNEF annual battery price survey finds prices fell 6% from 2020 to 2021

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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