Green Car Congress

APRIL 14, 2020

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

2020 Supplies Chile South America 186

Green Car Congress

APRIL 8, 2020

The trajectory of North American gas supply is set to change radically as a result of the fall in oil prices that has occurred due to COVID-19 and the breakdown in production cooperation between OPEC and Russia, according to IHS Markit. Associated gas is regular natural gas that is produced together with oil out of the same well.

Oil Prices 210

Oil Prices Oil Gas Supplies 210

Green Car Congress

MAY 1, 2021

The price of copper on the London Metal Exchange (LME) rose to $9,990/t on 29 April, marking a ten-year high and closing in on the record high LME price of $10,147.50/t In its new Copper Monthly Insights , Roskill said that the ongoing surge in copper pricing is taking impetus from President Biden’s new CO 2 targets.

Price 418

Price Peru Chile Chinese 418

Green Car Congress

JULY 27, 2022

Although the current 10-fold price spike of lithium is giving the electric vehicle market a sharp short-term shock, a study by a team from Tsinghua University indicates that it will not hinder transportation electrification in the long run. That made the cathode price increase by 140% for LiNi 0.8 —Sun et al.

Price 199

Price Supplies Nickel Lithium Sodium 199

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 China 321

Green Car Congress

FEBRUARY 20, 2021

On 19 February, LME cash prices for copper hit a nine-year peak of US$8,806.50/t. At present, every container is being rigorously checked to ensure it meets the new strict import regulations on copper content implemented since 1 November 2020. This is the highest level since 1 May 2012 when copper traded at US$8,528/t.

Price 399

Price Peru Chinese Chile 399

Green Car Congress

MARCH 10, 2020

The California Air Resources Board (CARB) Executive Officer has certified the 2020 annual update to the carbon intensities (CI) of the lookup table pathways for a) California Average Grid Electricity Used as a Transportation Fuel in California and b) Electricity Supplied under the Smart Charging or Smart Electrolysis Provision.

2020 383

2020 2019 Transportation Fuel 383

Green Car Congress

AUGUST 21, 2022

Lithium carbonate prices in China rose slightly to 480,500 yuan/tonne in mid-August, remaining close to the record-high of 500,000 from March and 400% higher year-on-year as soaring demand drove expectations of extended supply deficits. Lithium is expected to trade at 484,185.00 by the end of this quarter. Source: Trading Economics.

Carbon 483

Carbon Batteries Battery Lithium Ion 483

Green Car Congress

SEPTEMBER 13, 2020

Roskill expects demand for molybdenum to drop by more than 8% in 2020. The molybdenum market enjoyed three years of growing demand between 2016 and 2018, but macroeconomic concerns and a slower steel market resulted in a 2.3% Mine supply continued to edge higher in 2019, albeit by a relatively slow 0.7%—an

2020 186

2020 2019 2018 Oil 186

Green Car Congress

MAY 11, 2022

The US price of ammonia, the primary source of nitrogen fertilizer, has risen by a factor of six in the past two years, and most of these increases have occurred since March 2021, according to the US Energy Information Administration (EIA). Although US natural gas prices also rose, they ended the 2021–22 heating season at close to $5.00/MMBtu,

Price 259

Price International Gas United States 259

Green Car Congress

OCTOBER 13, 2022

BNEF’s 2H 2022 Energy Storage Market Outlook sees an additional 13% of capacity by 2030 than previously estimated, primarily driven by recent policy developments. The US and China are set to remain the two largest markets, representing more than half of global storage installations by the end of the decade.

Energy Storage 259

Energy Storage Global Market Energy 259

Green Car Congress

DECEMBER 12, 2021

Underinvestment in oil and gas development extended into a second year in 2021 even as global energy demand rebounded, raising the prospect of price shocks, scarcity and growing energy poverty, according to a new report by the International Energy Forum (IEF) and IHS Markit. Investment slumped by 30% in 2020.

Price 416

Price Oil Asia Gas 416

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 Batteries Battery Energy Storage 292

Green Car Congress

FEBRUARY 23, 2020

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

Supplies Manufacturer 2007 2016 529

Green Car Congress

NOVEMBER 11, 2022

Current inventories and the current estimate of future demand can be combined into a metric called days of supply, which is calculated by dividing the inventory (in barrels) by the estimated demand (in barrels per day) to get the number of days that inventories alone could meet demand. US days of supply between 2017 and 2021 averaged 34 days.

Diesel 195

Diesel Price United States Oil 195

Green Car Congress

FEBRUARY 23, 2022

In 2021, a large share of Europe’s supply of liquefied natural gas (LNG) originated in the United States, Qatar, and Russia. In January 2022, the United States supplied more than half of all LNG imports into Europe for the month. Bcf/d in 2020 and 14.1 Bcf/d in 2019 and in 2020 to 11.1 The TTF price averaged $28.52

Russia 416

Russia Qatar Europe Gas 416

Green Car Congress

MAY 20, 2020

BloombergNEF (BNEF) forecasts that sales of electric passenger vehicles will fall 18% in 2020 to 1.7 The figures, if realized, have major implications for oil and electricity markets. The COVID-19 pandemic is set to cause a major downturn in global auto sales in 2020. million barrels per day. million units.

2020 243

2020 Sale Market Cars 243

Green Car Congress

MAY 24, 2017

As oil prices remain unsteady and OPEC continues to make headlines every hour, the world is focused on oil’s immediate future. These important questions aren’t getting enough attention according to Johnston, whose firm Eurasia Group foresees a fast-approaching supply gap that Saudi Arabia and U.S. by Haley Zaremba for Oilprice.com.

Oil Prices 170

Oil Prices Oil Saudi Arabia Price 170

Green Car Congress

JANUARY 4, 2023

Piedmont Lithium ( earlier post ) has amended its earlier agreement with Tesla to supply the US automaker with spodumene concentrate (SC6) from North American Lithium (NAL). In 2020, Piedmont had entered into a binding agreement with Tesla for the supply of SC6 from Piedmont’s planned wholly-owned Gaston County, North Carolina operation.

North Carolina 433

North Carolina Tesla Price Australia 433

Green Car Congress

MAY 29, 2021

The average retail price for regular gasoline in the United States on 24 May, the Monday before the Memorial Day weekend, was $3.02 per gallon (gal), the highest gasoline price before Memorial Day since 2014, according to the US Energy Information Administration’s (EIA’s) weekly Gasoline and Diesel Fuel Update. gal for several weeks.

Gasoline 243

Gasoline 2014 Price Texas 243

Green Car Congress

JULY 28, 2021

Bcf/d, compared with the same period in 2020, according to the US Energy Information Administration (EIA). During the summer months of 2020, US LNG exports fell to record lows, but they set consecutive record highs in November and December. This price difference has supported record volumes of US LNG exports.

Trinidad 418

Trinidad Asia Algeria Nigeria 418

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

AUGUST 23, 2021

Sharp price rises and supply shortages for non-active materials used in lithium ion cells are adding pressure to battery manufacturers already facing a rise in battery raw material prices, according to the most recent analysis by Benchmark Mineral Intelligence. year-to-date in July 2021.

Price 186

Price Lithium Ion Batteries Battery 186

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

The Truth About Cars

NOVEMBER 8, 2023

Wholesale used-vehicle prices reportedly saw a modest dip through the end of last month. Cox Automotive’s Manheim Index, which tracks wholesale used-vehicle pricing for Manheim auctions, only dropped 2.3 Periods of more intense buying by dealers can drive wholesale price appreciation. percent in October.

Price 105

Price Cars Dealers Supplies 105

Green Car Congress

JUNE 6, 2020

The study concludes that, with appropriate policy support, the renewable hydrogen sector can reach self-sustainability (price point at parity with conventional fuel on a fuel-economy adjusted basis) by the mid- to late-2020s. Publication Number: CEC-600-2020-002. per kilogram by 2025.

Hydrogen 357

Hydrogen Renewable Price Fuel 357

Green Car Congress

JUNE 5, 2021

Imports of petroleum product into the United States increased in March 2021 as a result of increased demand, temporary unplanned refinery outages in the US Gulf Coast, and high US petroleum product prices compared with prices in Europe, according to the US Energy Information Administration (EIA). The four-week rolling average for U.S.

Supplies 186

Supplies Production United States 2019 186

Green Car Congress

FEBRUARY 4, 2021

In its second quarterly update to its Lithium: Outlook to 2030, 17 th Edition report, Roskill maintains the view that future refined lithium supply will remain tight, with a period of sustained supply deficit in the mid-2020s. The lithium-ion battery supply chain does not only depend on lithium.

Industrial 337

Industrial Industry Lithium Ion Li-ion 337

Green Car Congress

APRIL 23, 2020

Second, the question of how to transform traditional supply chains without facing challenges from politicians and unions. In the European Union—the world’s second-largest electric vehicle market—meanwhile, governments continue to promote electric mobility and union-wide CO 2 emissions remain in place. Around 1.8%

Market 247

Market Supplies Re-Charge Luxembourg 247

Green Car Congress

NOVEMBER 25, 2020

In its new Lithium Outlook to 2030 report, Roskill notes that the prolonged downward trend for lithium compound and mineral concentrate prices has caused a difficult environment for many lithium producers since 2018. In 2019, monthly average lithium carbonate prices fell 36% between January and December. Source: Roskill.

Recharge 334

Recharge Li-ion Industrial Industry 334

Green Car Congress

JUNE 1, 2016

Total global oil production could decline for the next several years in a row as scarce new sources of supply come online. According to data from Rystad Energy, overall global oil output will fall this year as natural depletion overwhelms all new sources of supply. A sharp rise in oil prices would spur new investment and new drilling.

Oil 150

Oil Supplies Market Oil Prices 150

Green Car Congress

AUGUST 7, 2020

Oil markets have returned to relatively stable ground with Brent prices within a narrow $40-$45 per barrel range and could conclusively pass the $50 per barrel mark in the second half of 2021, according to Roger Diwan and the IHS Markit Energy Advisory Service. bbl in 2020 and $49.25/bbl bbl in 2020 and $49.25/bbl

Saudi Arabia 186

Saudi Arabia Oil Prices Oil Price 186

Green Car Congress

JANUARY 12, 2020

In August 2019, CRU reported on the steady slide in prices that has occurred in the lithium market since the beginning of the year. Since then, prices have continued to fall, CRU notes. Lithium hydroxide has fallen by 30% to RMB 74,500/t, according to CRU’s price assessments. The rest of the lithium market is fragmented.

Price 243

Price China Sale 2019 243

Green Car Congress

JULY 21, 2022

million b/d since the start of 2020, contributing 184,000 b/d to the global decline in 2021. Global demand for refined products dropped substantially in 2020 as a result of the COVID-19 pandemic. In its June 2022 Oil Market Report, the IEA expects net global refining capacity to expand by 1.0 million b/d in 2023.

Global 448

Global China Kuwait Oman 448

Green Car Congress

JUNE 22, 2018

Automotive applications were the largest market for Li-ion batteries in 2017, with Chinese sales of plug-in electric vehicles (PEV) increasing by around 20% y-o-y. This placed strain on the battery supply chain which is likely to continue, with Roskill estimating that Chinese PEV sales could reach around one million units in 2021.

Supplies 218

Supplies Li-ion Batteries Battery 218

Green Car Congress

DECEMBER 24, 2020

Yibin Tianyi Lithium has a 5-year offtake agreement with Pilbara to take up to 75ktpy of spodumene concentrate, with an initial 60kt to be supplied in 2020. Yibin Tianyi Lithium is one of four projects commissioning production in 2020, with the others being Guangxi Tianyuan (25ktpy), Yahua Lithium (20ktpy) and Ganfeng Lithium (50ktpy).

2020 312

2020 Price Carbon 2018 312

Green Car Congress

NOVEMBER 4, 2020

While there has been much publicity and technical development towards rare-earth reduction in vehicle motors, in practice the market is seeing an increase in the number of permanent magnet motors. China accounts for the vast majority of rare-earth production worldwide and this has, in the past, led to huge price volatility.

Motor 397

Motor Motors Motoring 2000 397