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

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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. Chinese manufacturers, like CATL, have come from nothing to being world-leading in less than 10 years.

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Roskill: Niobium industry looking for a future beyond steel; Li-ion batteries a possibility

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Consumption has benefited from the restructuring of the Chinese steel industry and from the new regulations prescribing stricter standards for construction. Another key characteristic of the niobium market is its highly concentrated supply. Another key characteristic of the niobium market is its highly concentrated supply.

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Benchmark: Li-ion battery pipeline could exceed 6 TWh by end of decade

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Global lithium ion production capacity could reach over 6,000 GWh (6 TWh) by the end of the decade based on current plans, as companies accelerate gigafactory construction in Europe and the US, according to Benchmark Mineral Intelligence. Battery capacity is currently growing at twice the speed of lithium raw material supply.

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DOE awarding $1.6B to 11 battery materials separation and processing projects as part of $2.8B funding

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billion to 21 projects to expand domestic manufacturing of batteries for electric vehicles (EVs) and the electrical grid and for materials and components currently imported from other countries. billion will go to 11 projects in the materials separation and processing segment of the supply chain. Earlier post.) Of that, $1.6

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Roskill: record cobalt deals in Q1 2018 show raw material procurement for Li-ion batteries revving up

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There is now a significant wave of interest in battery raw material supply security, mainly from Asia, to underpin the growth of Li-ion battery production over the next decade. Cobalt takes center stage.

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Syrah Resources successfully produces Li-ion battery grade spherical graphite; market numbers

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Australia-based Syrah Resources has successfully produced uncoated battery grade spherical graphite, using natural flake graphite from its Balama Graphite & Vanadium Project in Mozambique. These specifications are consistent with those of leading Chinese manufacturers and have been confirmed by a Li-ion battery anode producer in China.

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Roskill: refined lithium supply expected to treble to 900kt by 2027, driven by use in batteries

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The lithium-ion battery industry has been, and will continue to be, the main catalyst for growth; it accounted for close to 50% of consumption in 2017 and is expected to reach over 80% by 2027. Lithium carbonate remains the main lithium product used for batteries, forming more than 80% of consumption. New lithium operations.

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