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DOE: US net petroleum imports negative for 2020

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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.

2020 389
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EIA: Crude oil demand returns faster than supply, increasing prices and reducing inventories

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The price of US benchmark West Texas Intermediate (WTI) crude oil is near its highest level since 2014, increasing rapidly from low prices in mid-2020 as demand returns faster than supply, according to the US Energy Information Administration (EIA). million barrels at the end of January 2020 and increased to 532.7

Oil 417
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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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Roskill: COVID-19 could wipe out US$1.0B of lithium supply in 2020

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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
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Roskill: Myanmar crisis set to disrupt rare earth supply availability

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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
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NREL report shows EV charging stations continued strong growth in early 2020

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of the necessary Level 2 and DC fast EV charging equipment (EVSE), respectively, required to meet projected demand in 2030, have been installed as of Q1 2020. As of Q1 2020, there were 13,627 public and workplace DC fast EVSE and 71,975 public and workplace Level 2 EVSE available in the United States, according to the report.

2020 453
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Argonne study finds rare earth supply disruptions can have long-range impacts

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Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. The US accounted for more than 15% of rare earth mining output in 2020, but this material is exported for value-added processing and production. Causes of supply disruptions.

Supplies 468