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Documenting the EV battery material supply chain: Traceability challenges, Part One

Charged EVs

Thanks to the “Buy American” requirements of the Bipartisan Infrastructure Law (BIL) and Inflation Reduction Act (IRA), and similar provisions in the EU’s new Battery Directive, traceability is becoming a critical function in the EV industry. Traceability is a topic we’re beginning to hear a lot about in the EV industry.

Supplies 107
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Live Blog: Tesla (TSLA) 2021 Annual Meeting of Stockholders

Teslarati

However, Elon responds to the inquiry by stating that the annual global capacity is about 100 million per year. So mining for battery materials will stop when the transportation sector becomes electric. By this time, key battery components could be recycled. 15:38 PT – Elon highlights the importance of solar and batteries.

Tesla 141
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USGS records nonfuel mineral production jump of $3.6B in 2022

Green Car Congress

billion value of nonfuel mineral commodities produced by US mines in 2022 included other industrial minerals and natural aggregates, as well as ferrous and nonferrous metals. The estimated value of US production of all industrial minerals in 2022 was $63.5 US mines produced approximately $98.2 Critical minerals.

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LIVE BLOG: Tesla 2023 Cyber Roundup (Annual Shareholder Meeting)

Teslarati

Musk added that, as he predicted in the past, Tesla’s stationary battery storage business is indeed growing at a faster rate than the company’s electric vehicle business. 15:42 CT –”Tesla is not immune to the global economic environment,” Musk cautioned. The CEO noted that phone batteries use lots of cobalt.

Tesla 131
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The EV Transition Explained: How to Meet Sales Targets?

Cars That Think

Recommendations on how to complete the numerous global and domesticate systems engineering efforts across multiple industries required to carry out such policies in such a short time frame is conspicuously absent from LLNL’s report, however. You cannot change the sources from Congo, China and other places within two to three years.”

Sale 86
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Benchhmark report: cobalt’s price rises highlight shift to battery-driven pricing dynamics

Green Car Congress

While cobalt prices have shown positive signs of late, there are nuances within the market which highlight the key fundamentals that will likely decide cobalt’s future price trend—which is taking its cues less and less from the industrial metal supply chain, according to a new report from Benchmark Mineral Intelligence.

Price 382
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FREYR Battery joins Fair Cobalt Alliance

Green Car Congress

FREYR Battery, a developer of clean, next-generation battery cell production capacity, has become a member of the Fair Cobalt Alliance (FCA) to underscore FREYR’s commitment to developing a sustainable global battery industry. —Tom Einar Jensen, the CEO of FREYR.

Batteries 186