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Roskill: Chinese companies step up their pursuit of lithium resources

Green Car Congress

China is stepping up its pursuit of control of the lithium supply chain, underpinned by the rapid growth of its lithium-ion battery industry building on agressive policy surrounding electric vehicle sales, according to metals and mining consultancy Roskill.

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

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The lithium industry is therefore becoming more reliant on rechargeable batteries to sustain high rates of future demand growth, Roskill concludes. Production is dominated by Talison Lithium in Australia, SQM and Rockwood Lithium in Chile, and FMC in Argentina.

Market 296
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Roskill: predominance of lithium production shifting to mineral vs brine, driven by volume requirements of EVs

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Roskill Information Services forecasts that the lithium industry will need to add nearly 100kt of new lithium carbonate equivalent (LCE) production per year by 2027 to keep up with demand driven by the global transition to electric vehicles. It also includes cost analysis on the key mineral conversion plants.

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Roskill: predominance of lithium production shifting to mineral vs brine, driven by volume requirements of EVs

Green Car Congress

Roskill Information Services forecasts that the lithium industry will need to add nearly 100kt of new lithium carbonate equivalent (LCE) production per year by 2027 to keep up with demand driven by the global transition to electric vehicles. It also includes cost analysis on the key mineral conversion plants.

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MIT and IEA reports take different views of the future of natural gas in transportation

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While compressed natural gas (CNG) will play a role, particularly for high-mileage fleets, the report suggests that the chemical conversion of gas into some form of liquid fuel may be the best pathway to significant market penetration. MIT: leaning toward conversion for light-duty vehicles. Natural gas to fuel conversion processes.

MIT 299
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Westport Acquires OMVL of Italy and 100% of Juniper Engines for 19M; Launching a Light-Duty Automotive Strategy for Alternative Fuel Engines

Green Car Congress

The integration of OMVL will complete Juniper’s light-duty strategy to enter the mobile industrial, non-mobile industrial, and automotive segments. liter industrial engine platforms, and OMVL’s LPG multipoint injection technology. Westport’s joint venture with Beijing Tianhai Industry Co. liter and 2.4-liter liter and 2.4-liter

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Oversold Lithium could be about to rally

Green Car Congress

Last year’s 12 percent slide by the Bloomberg Commodity Index —spurred by 20 percent-plus declines by industrial bellwethers like West Texas Intermediate crude, steel and platinum—came in the wake of two years of modest gains. On the contrary, certain emerging trends in the industry suggest just the opposite.

2018 278