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Rough road for EV industry

Green Car Congress

America’s electric vehicle (EV) industry seems to have hit a rough patch of pavement in recent months. Even Tesla, despite its substantial efforts to hold the line on affordability, has suffered from the effects of war, supply chain disruptions and the rising costs of raw materials. In April, Mexico’s government nationalized.

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IRENA: diversifying critical material supply chains minimizes geopolitical risks

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The energy transition requires a massive increase in the supply of critical materials, yet supply chains remain vulnerable to a range of geopolitical risks. Supply disruptions could impact the speed of the energy transition in the short to medium term, a new report by the International Renewable Energy Agency (IRENA) warns.

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China’s battery supply chain tops BNEF ranking for third consecutive time; Canada close 2nd, US drops to 3rd

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China continues to dominate BloombergNEF’s (BNEF) global lithium-ion battery supply chain ranking, for the third time in a row, for both 2022 and its projection for 2027, due to continued support for the electric vehicle demand and raw materials investments. —Allan Ray Restauro, metals and mining analyst at BNEF and lead author.

Supplies 195
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GM leads $50M funding round in EnergyX; advanced lithium extraction and refining technology

Green Car Congress

The collaboration is focused on unlocking the North American supply of lithium by using EnergyX’s direct lithium extraction (DLE) technology portfolio to maximize efficiency while improving sustainability for GM’s rapidly scaling EV production. We will unlock lithium supply in the US, a pivotal move in expanding the EV industry.

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Brine-to-battery company EnergyX secures $450M funding agreement with Global Emerging Markets

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Created in 2018, EnergyX is a startup focused on providing efficient, sustainable solutions to challenges facing global lithium supply chains from the raw battery materials extraction process to refining and the manufacturing of next generation batteries.

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Opinion: Will Lithium Be Our Next Energy Crisis?

Clean Fleet Report

domestic supply of lithium. Our domestic supply chain simply isn’t ready. Countries in the western world are phasing out gasoline-powered cars and rushing to lock down their lithium supplies. This concern is so great that President Biden has ordered a strategic review of supply chains of critical resources, including lithium.

Energy 78
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Tesla And Other Tech Giants Scramble For Lithium As Prices Double

Green Car Congress

Driven by the rise of battery gigafactories and game-changing Powerwall and energy storage businesses, the world now finds itself at the beginning of a lithium super cycle that is all about securing new supply, much of which is poised to come from lithium superstar Argentina. Remember—this is one man, one company.

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