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Benchmark: battery supply chain hit by Chinese energy cuts

Green Car Congress

China’s trade war with Australia, which has coincided with industrial expansions this year, has led to a coal shortage, which fuels much of China’s electricity supply. Restrictions in Inner Mongolia have exacerbated graphitization capacity constraints, which began in early 2021, driving up synthetic anode production costs.

Supplies 186
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Utility solar dethrones coal as the cheapest power source in Asia

Baua Electric

Photo: China News Service Renewable energy costs in Asia last year were 13% cheaper than coal and are expected to be 32% cheaper by 2030, according to a new study. This is significant because it marks a shift toward making renewables increasingly competitive with coal, a mainstay in APAC’s energy mix.

Asia 52
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Carbon Energy to license underground coal gasification technology to Shanxi Coal

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Australia-based Carbon Energy signed its first. international technology license agreement with Chinese coal giant Shanxi Coal. Transportation and Sales Group (Shanxi Coal), to be its exclusive underground coal gasification (UCG) technology partner for the Shanxi Province. million technology fee.

Coal 225
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China Regulators Approve Acquisition of Australian Coal Company

Green Car Congress

China’s National Development and Reform Commission has approved the takeover of Australian coal company Felix Resources Ltd. by the state-owned Yanzhou Coal Mining Co Ltd, China’s fourth-largest coal producer. The remaining Chinese regulatory consent is required from the China Securities Regulatory Commission (“CSRC”).

Coal 199
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Tesla Megapack Factory in China to start construction 

Teslarati

On April 22nd, the Chinese media issued a news release, saying that the Tesla Shanghai The Megapack factory is scheduled to start construction in May. Tesla’s car manufacturing facility in China exports vehicles to neighboring Asian countries, some European countries, Australia, and New Zealand.

China 142
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Benchmark: hard-rock lithium can be 3x as carbon intensive as lithium from brine

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The majority of spodumene is mined in Australia where it is processed into spodumene concentrate. Both the Australian and the Chinese electricity grids are highly dependent on fossil fuels with a large amount of coal power. This concentrate is then shipped to China where it is processed into lithium hydroxide.

Carbon 397
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GE and Shenhua open coal gasification joint venture in China

Green Car Congress

a 50:50 joint venture with Shenhua Group to advance the development and deployment of “cleaner coal” technology solutions in China. GBI report: Asia-Pacific to be the leading coal-producing region. The region’s coal industry comprises China, India, Australia, Indonesia, Kazakhstan, Thailand, Vietnam and New Zealand.

Coal 199