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

DECEMBER 1, 2021

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

Price 2020 Battery Batteries 469

Green Car Congress

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. million tons of SAF annually by 2023.

Supplies 414

Supplies Fuel Singapore Renewable 414

Green Car Congress

OCTOBER 7, 2020

Developing lithium from the Salton Sea in California can help anchor a multi-billion dollar domestic electric vehicle battery supply chain and inject thousands of jobs and billions of dollars into California’s economically disadvantaged Imperial Valley, according to a new report from New Energy Nexus.

Supplies 505

Supplies Battery Batteries California 505

Green Car Congress

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.

Supplies 395

Supplies Fuel Green 2003 395

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 2020 321

Green Car Congress

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.

Ni-Li 397

Ni-Li Supplies Battery Batteries 397

Green Car Congress

MARCH 24, 2021

As part of a pilot project, Audi is procuring 20-inch wheels for the Audi e-tron GT electric car that are made from low-CO 2 emission aluminum supplied by Alcoa to RONAL GROUP, the wheel’s manufacturer. The site has been supplied with renewable energy since 2020. Source: Alcoa.

Audi 418

Audi Supplies Carbon Climate Protection 418

Green Car Congress

MARCH 26, 2020

Brought to the US market for the first time in the 2020 Audi S6 and S7, Audi’s Electric-Powered Compressor (EPC) comes paired to the 2.9-liter, The EPC takes advantage of the latest-generation 48V mild hybrid electrical architecture, supplying electric energy generated during coasting and recuperation to the vehicles’ 9.6

Audi 383

Audi 2020 Power Powered 383

Green Car Congress

FEBRUARY 4, 2021

Meritor will supply the single unit, containing the electric motor, transmission, and rear axle of the Volta Zero, with its Blue Horizon 14Xe integrated ePowertrain. The prototype Volta Zero was launched in September 2020, with the first vehicles expected to be operating with customers in late 2021.

Supplies 418

Supplies Electrical Electric Commercial 418

Green Car Congress

MAY 21, 2021

The supply will go beyond 2030. In 2019, Daimler Truck AG and CATL entered into a global lithium-ion battery cell modules supply agreement for electric series trucks including the Mercedes-Benz eActros, the Freightliner eCascadia and eM2.

Global 435

Global Supplies Lithium Ion Battery 435

Green Car Congress

SEPTEMBER 18, 2020

and Toyota Motor Corporation have jointly developed a fuel cell power supply vehicle that uses hydrogen to generate electricity. Many of the current generation of power supply vehicles use diesel engines to provide power to the vehicle on the road and when generating electricity.

Supplies 396

Supplies Hydrogen Toyota Power 396

Green Car Congress

JUNE 28, 2020

GM Defense’s solution to the Army’s next-generation transportation needs is based off the 2020 Chevrolet Colorado ZR2 midsize truck architecture and leverages 90% commercial off-the-shelf parts. These parts include the Multimatic dual spool-valve dampers and Chevrolet Performance suspension components.

Colorado 397

Colorado GM 2020 Diesel 397

Green Car Congress

FEBRUARY 14, 2020

The Irizar buses will operate around the streets of Genoa from August 2020. Irizar Group has invested in the largest photovoltaic solar farm in the Basque Country and the energy generated in this farm supplies the Irizar e-mobility facility, making this the first completely clean energy factory that manufactures electric buses.

Supplies 382

Supplies Italy Electrical Electric 382

Green Car Congress

APRIL 12, 2022

million wafers, or 21%, from the start of 2020 to the end of 2024 to hit a record high of 6.9 Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2 million wafers per month, according to SEMI’s 200mm Fab Outlook Report. After climbing to $5.3 billion last year, 200mm fab equipment spending is expected to be $4.9

Supplies 454

Supplies Taiwan 2013 Japan 454

Green Car Congress

FEBRUARY 7, 2020

Faurecia will supply the entire hydrogen storage system (including 10,000 hydrogen tanks) which will be produced in its new global center of expertise dedicated to hydrogen storage systems in Bavans, France with delivery to start in 2021. million in subsidies from the Bourgogne-Franche-Comté region.

Hydrogen 362

Hydrogen Hyundai Supplies Fuel 362

Green Car Congress

JUNE 25, 2021

Most of the battery packs and propulsion equipment for the Russian capital’s electric buses are made by Drive Electro, which has manufactured and supplied components for 400 of the city’s electric vehicles. This year, Drive Electro will supply Moscow with battery packs for a further 200 electric buses. Up to US$5.2

Supplies 307

Supplies Lithium Titanate Electrical Electric 307

Green Car Congress

OCTOBER 27, 2020

Neste and All Nippon Airways (ANA), Japan’s largest and a 5-Star airline, are entering a sustainable aviation fuel (SAF) supply agreement. ANA will become the first airline to use SAF on flights departing from Japan; the agreement also represents Neste’s first SAF supply to an Asian airline.

Asia 334

Asia Supplies Fuel Singapore 334

Green Car Congress

AUGUST 23, 2021

Glencore has entered a long-term strategic partnership for the supply of responsibly sourced cobalt with Britishvolt, a UK startup planning a Gigafactory ( earlier post ). Glencore is one of the world’s leading producers of cobalt; in 2020, Glencore produced 27.4 Glencore has also made an undisclosed investment in Britishvolt.

Supplies 305

Supplies Congo Coal Australia 305

Green Car Congress

FEBRUARY 2, 2021

Battery maker Octillion Power Systems will supply advanced lithium-ion batteries to Brazilian manufacturer FNM (Fábrica Nacional de Mobilidades) for the production of 1,000 electric trucks for beverage maker Ambev. Octillion and FNM announced their partnership in October 2020. Earlier post.).

Supplies 393

Supplies Brazil Battery Batteries 393

Green Car Congress

OCTOBER 15, 2020

In parallel with the company’s electrolyzer project in Bremen, the Carbalyst plant in Fos-sur-Mer will boost CO 2 savings through hydrogen injection, supplied by a large-scale electrolyzer that will produce the hydrogen locally from renewable electricity. First verified green steel for customers.

Europe 382

Europe Green 2020 Hydrogen 382

Green Car Congress

APRIL 21, 2021

In 2020, OXIS successfully powered an all-electric US aircraft, meeting client and Federal Aviation Authority requirements. Unlike Li-ion, the cells chemistry manufactured by OXIS Energy does not contain cobalt, manganese, nickel or copper, all of which present serious supply chain and environmental concerns.

Li-ion 435

Li-ion Lithium Sulfur Supplies Energy 435

Green Car Congress

FEBRUARY 20, 2022

In 2021, the United States returned to importing more petroleum (which includes crude oil, refined petroleum products, and other liquids) than it exports following its historic shift to being a net exporter of petroleum in 2020, according to the US Energy Information Administration (EIA). Net exports of refined petroleum products grew to 3.3

United States 511

United States Oil 2020 International 511

Green Car Congress

SEPTEMBER 30, 2022

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. Potential opportunities for collaboration in electric vehicle (EV) and battery material supply chains.

Supplies 259

Supplies Global South Korea Battery 259

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. Source: Trading Economics.

Carbon 483

Carbon Battery Batteries Lithium Ion 483

Green Car Congress

NOVEMBER 30, 2020

While cobalt prices have shown positive signs of late, there are nuances within the market which highlight the key fundamentals that will likely decide cobalt’s future price trend—which is taking its cues less and less from the industrial metal supply chain, according to a new report from Benchmark Mineral Intelligence.

Price 382

Price Battery Batteries 2020 382

Green Car Congress

DECEMBER 13, 2020

On 4 December 2020, the LME cash price hit its highest level since March 2013, closing at US$7,742/t. (By Copper has charted an unlikely trajectory through 2020, notes Roskill. Copper prices since 1 Jan 2020. By 10 December, that dropped back to $7,712/t.) Copper prices since 1 Jan 2000.

Price 541

Price Chinese 2020 2000 541

Green Car Congress

MARCH 13, 2020

Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. This could make 2020 the first down year for solar capacity addition since at least the 1980s. Chinese factories are restarting, so the pressure on supply of key components and equipment is likely to ease.

Energy Storage 416

Energy Storage Renewable Energy Asia 416

Green Car Congress

OCTOBER 7, 2022

Production of the Volvo VNR Electric for North America began in 2020. Manufacturing of the Volvo FL and FE Electric, for city distribution and refuse handling, started in Europe already in 2019.

Volvo 355

Volvo Germany Supplies North America 355

Green Car Congress

MAY 22, 2023

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. This opportunity allows all parties to work together in pursuit of a decarbonized shipping industry.

Supplies 273

Supplies Fuel Denmark MIT 273

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 MMBtu during 2020, $4.45/MMBtu

Russia 416

Russia Qatar Europe Gas 416

Green Car Congress

FEBRUARY 10, 2022

GWh of passenger EV battery capacity was deployed onto roads globally in 2021—a 113% increase over 2020—as battery-electric vehicle (BEV) and plug-in hybrid electric vehicle (PHEV) sales surged year-over-year, according to Adamas Intelligence. A record 286.2 Japan’s Panasonic rounded off the top three with a record 41.4

Battery 414

Battery Batteries 2020 PHEV 414

Green Car Congress

AUGUST 17, 2023

The scope of supply encompasses hundreds of thousands of these fully processed parts. Back in 2020, the Group already won a nine-year order from the same customer for C-pillars worth a figure in the high single-digit million- euro range. Successful cooperation in this project has now resulted in the award of a major new contract.

Parts 284

Parts Supplies Automobile Industry Fully Electric 284

Green Car Congress

AUGUST 31, 2020

Nuclear generation reached a near-record high in 2019, with output reaching 2657 TWh, enough to meet more than 10% of the world’s electricity demand, according to the recently published World Nuclear Association Performance Report 2020. GWe started supplying electricity, compared to an average annual objective for 2016-2020 of 10 GWe.

2019 468

2019 Global South Korea Russia 468

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. US LNG exports also increased because of new export capacity added in 2020.

Trinidad 418

Trinidad Asia Algeria Nigeria 418

Green Car Congress

FEBRUARY 24, 2020

Two hydrogen mobility projects led by Air Liquide—Hype and HyAMMED—were selected in January 2020 by ADEME (French Environment & Energy Management Agency) as part of the second closing of its “Hydrogen Mobility Ecosystems” call for proposals. The “2020 HYPE 600” project aims to reach the 600-taxi mark by the end of 2020.

Hydrogen 459

Hydrogen Taxi Climate Change 2020 459

Green Car Congress

APRIL 17, 2021

Petroleum-based products supplied 95% of the energy used for transportation, with 60% from gasoline consumption in automobiles and other highway vehicles. The remaining 5% of petroleum-based energy used for transportation was supplied by natural gas, residual fuel, aviation gasoline, and liquefied petroleum gases.

2005 418

2005 2019 EPA Climate Change 418