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

Baua Electric

If rich democracies wanted to build a clean-energy industry free of Beijing’s influence, they should have had their checkbooks out when miners and processors were starved of cash during the 2010s. The global lithium industry is so interwoven with Chinese capital now that it’s going to be impossible to unpick. and Tesla Inc.

China 52
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JATO: global vehicle sales fall by 39% in March; electrified vehicles up to 17.4% new registration market share in Europe

Green Car Congress

The outbreak of COVID-19 has already impacted the automotive industry significantly, according to JATO Dynamics, a leading provider of global automotive data and insight. The industry is being impacted largely by the uncertainty for the future, and this issue started to arise even before the pandemic took hold.

Europe 261
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Opinion: Why Lithium Will See Another Price Spike This Fall

Green Car Congress

There is no doubt as to the push that Tesla has given the current automotive transition to electric vehicles (EVs). Since 2014, when Tesla first announced the Gigafactory with Panasonic, other manufacturers have begun to take notice and take action. Automotive Thrust. or Panasonic Corp. Demand Response: A Wild Ride.

Price 150
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Tesla And Other Tech Giants Scramble For Lithium As Prices Double

Green Car Congress

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.

Argentina 150
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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. Tesla finally took off. Last year could be considered as the beginning of a new era for the automotive industry. —Felipe Munoz.

2018 273
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Far from Finished

Green Car Congress

The war over global dominance of the electric vehicle battery industry seems like it ended before it really got started. As reported by Barron’s last month, the firm released an analysis of China’s stranglehold on the industry that supplies lithium-ion batteries for millions of electric vehicles around the world. “Of Not necessarily.