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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

As nickel is used in the production of EV batteries, any sanctions placed on Russian nickel will cause EV manufacturing prices to increase further, threatening adoption and decarbonization. The evolving situation in Russia and Ukraine has already caused unprecedented increases in the price of nickel.

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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

Green Car Congress

The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. The detailed report— Need Nickel? Global Nickel Trade and Chinese Dominance.

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Tesla shows foresight with undisclosed nickel supply deal with Vale: report

Teslarati

American electric vehicle maker Tesla has shown some remarkable foresight as it reportedly secured an undisclosed nickel supply deal with Brazilian mining firm Vale. Nickel is an essential component for the batteries of the company’s flagship vehicles, such as the Model S and the Model X.

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Tesla says ‘nearly half’ of the vehicles it produced in Q1 equipped LFP batteries

Teslarati

Tesla revealed in its Q1 2022 Shareholder Deck that “nearly half” of the cars it produced in the first quarter equipped LFP (lithium iron phosphate) battery cells that are free of nickel or cobalt. Currently, LFP batteries are used in most of our standard range vehicle products, as well as commercial energy storage applications.

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Tesla’s years of battery tech investments are becoming a buffer against nickel’s rising costs

Teslarati

For years, Tesla has invested heavily in its supply chain and battery strategy. So focused was the company in these endeavors that it even decided to design and produce its own batteries, the 4680 cells. But while nickel is a critical ingredient of lithium-ion batteries, experts have predicted an upcoming shortage for some time.

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Morgan Stanley warns that nickel price surge could add $1k to electric vehicle costs

Teslarati

With electric vehicles becoming more prolific, raw materials used in battery packs have become hot commodities. Nickel has seen a rapid rise as of late, with the material surging above $100,000 a metric ton on the London Metal Exchange.

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Britishvolt wants to build battery gigafactories around the world

Charged EVs

Battery “gigafactories” are under construction all over the world—and none too soon. As EV sales grow, it is critical to establish local battery production and shorten supply chains. However, state-of-the-art cell packaging and chemistries are evolving quickly these days. That must be a huge demand on the suppliers.

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