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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.

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

Teslarati

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. Elon highlights that Tesla is limited with the supply chain shortages, and not just chips either.

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

Teslarati

16:20 CT – A longtime retail investor asks about Tesla’s plans to secure lithium supply. 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. The CEO noted that phone batteries use lots of cobalt.

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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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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.”

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US releases signed MOU with Congo and Zambia to strengthen EV battery value chain

Green Car Congress

The US Department of State released the signed Memorandum of Understanding (MOU) on electric vehicle battery value chains signed by the United States on 13 December 2022, during the Africa Leaders Summit. Zambia is the world’s sixth-largest copper producer, and the second largest cobalt producer in Africa.

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Study finds cobalt supply can meet demand for EVs and electronics batteries through 2030

Green Car Congress

Roughly 60% of mined cobalt is sourced from the Democratic Republic of Congo (DRC). Half of the current supply of cobalt is incorporated into cathodes for lithium-ion batteries, and many of those batteries are used in consumer electronics and electric vehicles.

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