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

Green Car Congress

In 2012, East Asia accounted for 60% of total global consumption with Europe accounting for a further 24% and North America 9%. Production is dominated by Talison Lithium in Australia, SQM and Rockwood Lithium in Chile, and FMC in Argentina.

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NOAA: May Global Temperature is Warmest on Record; Spring and January-May also Post Record-breaking Temps

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The warmest temperature anomalies occurred in eastern North America, eastern Brazil, Eastern Europe, southern Asia, eastern Russia, and equatorial Africa. The Chinese province of Yunnan had its warmest May since 1951. North America and Eurasia both had record-low snow extents for the month.

Global 259
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Tesla And Other Tech Giants Scramble For Lithium As Prices Double

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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. This means that the new market is all about new players.

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Volkswagen Group deliveries top 1 million vehicles in one month for first time in September

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The Group also reported a significant rise in deliveries in South and North America as well as Central and Eastern Europe in September. The Group handed over 85,900 vehicles to customers in North America, a rise of 13.5% There were sizeable increases in Brazil (+110.5%) and Argentina in particular.

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

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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 Model 3 became the world’s best-selling EV, as it was boosted by sales in North America, where it first became available. million sales.

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Far from Finished

Green Car Congress

The report also suggests that Tesla, the world’s top EV manufacturer, is irrevocably dependent on China for its EV battery supplies, and countries such as Brazil and Argentina have shunned the US because of trade policies imposed by the Trump administration. The game must be over if Brazil and Argentina have jumped ship.