Argentina Auto Chinese Supplies 
Baua Electric
MARCH 15, 2024
Parts of our key supply chains, including for clean energy, are currently over-concentrated in China,” US Treasury Secretary Janet Yellen said earlier this month during a visit to Chile, home to the largest lithium reserves. The global lithium industry is so interwoven with Chinese capital now that it’s going to be impossible to unpick.
Green Car Congress
JULY 20, 2016
Up until two years ago, the so-called “big three” —Albermarle (NYSE:ALB) in Chile and Nevada; SQM (NYSE:SQM) in Chile; FMC (NYSE:FMC) in Argentina—controlled 89% of the world’s lithium production. Orocobre Limited is commissioning their Olaroz project in Argentina, and is currently at 68% of its 17,500 TPA full capacity.
Green Car Congress
APRIL 14, 2016
Driven by the rise of battery gigafactories and game-changing Powerwall and energy storage businesses, the world now finds itself at the beginning of a lithium super cycle that is all about securing new supply, much of which is poised to come from lithium superstar Argentina. Remember—this is one man, one company.
Baua Electric
JANUARY 4, 2024
The US aims to achieve 67 % of new light-duty auto sales being electric vehicles by 2032, a substantial increase from 6.6 % in 2022. The federal law further discourages the use of materials from Chinese companies or China. The legislative framework puts a specific timeline for reducing Chinese content from supply chains by 2025.
Tony Karrer Delicious EVdriven
APRIL 21, 2009
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