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It’s too late to China-proof the lithium supply chain – ET Auto

Baua Electric

If developed democracies want to secure the lithium they need to decarbonize their economies, they’re going to have to get comfortable with Beijing as not just a rival, but a partner. The global lithium industry is so interwoven with Chinese capital now that it’s going to be impossible to unpick. Take Albemarle Corp.,

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Roskill forecasts increasing dependence of Li market on batteries; switch from portable electronics to hybrids

Green Car Congress

Other end-uses, including glass-ceramics, greases and polymers, have also shown high rates of growth, but are predicted to moderate over the next five years as emerging economy growth slows. Production is dominated by Talison Lithium in Australia, SQM and Rockwood Lithium in Chile, and FMC in Argentina.

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JATO: 2018 record year for EVs; sales up 74% to 1.26M units; overall market stable, as SUVs rule

Green Car Congress

Chinese demand for EVs soared throughout 2018, as the car-type gained more visibility among consumers, due in part to their promotion by local governments for their environmental impact. The dip in the Chinese market had ramifications upon the rest of the global market in 2018. Passenger electric cars recorded 1.26 million units.

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US EV policy to boost free trade agreement nations in battery metal trade – ET Auto

Baua Electric

The federal law further discourages the use of materials from Chinese companies or China. Efforts by the Biden administration to establish FTA-like agreements with other key players, including nickel giant Indonesia and Argentina, are underway.

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Strong Dollar Could Cap Oil Prices

Green Car Congress

The dollar has gained more than 8 percent against the Chinese currency since March. Argentina, Brazil, Turkey and South Africa have seen significant depreciations in their currencies this year. This really shows the folly of waging trade war,” said Zhang Bin, an economist at the Chinese Academy of Social Sciences, told the FT.