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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

Green Car Congress

China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. While both countries are leaders in battery and components manufacturing, they do not have the same influence in raw materials refining and mining as China.

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Trade group asks administration to reinstate tariffs on Chinese graphite, critical material for EV batteries

Baua Electric

The North American Graphite Alliance (NAGA), which represents US and Canadian producers of battery-grade graphite, has submitted a request to US Trade Representative Katherine Tai to reinstate Section 301 tariffs on three graphite products from China. The concerns go beyond mere supply shortages.

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Europe may slap retroactive tariffs on Chinese EVs

Baua Electric

Possible “remedies” on the table include retroactive tariffs on Chinese EVs. Back in October 2023, Europe launched its formal investigation into the Chinese EV industry, as European companies are struggling to compete with the cheap, high-tech Chinese imports, made by low-cost labor, entering the European Union.

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China’s sweeping new e-bike battery rules could have a major impact in US

Baua Electric

As electric bicycles continue to grow in numbers in the US, so too have concerns over the safety of their lithium-ion battery packs. E-bike battery fires, while exceedingly rare, have become a major concern in the US with significant news coverage. How could the Chinese standard impact US e-bikes?

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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. Geopolitical issues such as the Russia-Ukraine situation disturb the fine balance of battery metal supply chains.

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China issues draft guidelines to rein in lithium battery industry – ET Auto

Baua Electric

China is the world’s largest lithium battery market, accounting for some 57% of global demand in 2022, according to the Economist Intelligence Unit. Lithium-ion batteries are a form of rechargeable energy storage used in everything from electric cars to scooters, laptops and motorised wheelchairs.

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Biden rumored to announce quadrupling of tariffs on Chinese EVs, up to 100%

Baua Electric

The US government is reportedly set to announce wider tariffs on several categories of Chinese goods, including various green products like solar panels and batteries, medical goods, and in particular an increase of tariffs on Chinese EVs from 25% to 100%. Photo is licensed under CC-CC0 1.0

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