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Nikkei analysis finds Tesla relies on China for 40% of battery supply chain

Green Car Congress

China was the largest supplier of materials for the lithium-ion batteries used in Tesla’s EVs, constituting 39% of the 61 companies in the storage battery category, based on Nikkei’s analysis of the supply chain. Tesla is working to boost the resiliency of its lithium supply chain.

Supplies 150
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Report: Vehicle Supplies Are Climbing Back Up

The Truth About Cars

This is according to a report from Cox Automotive , which stated that the month of February opened with the industry seeing an average new vehicle supply of 80 days. However, the figure still doesn’t match the supply averages seen at the start of 2020. Toyota had the lowest by far with a supply of just 38 days.

Supplies 116
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Shell to buy 3.25B liters of sugarcane cellulosic ethanol from Raizen

Green Car Congress

Shell has agreed to buy a total of 3.25 The low-carbon fuel is expected to be produced by five plants that Raízen plans to build in Brazil, bringing its total portfolio of cellulosic ethanol facilities to nine. Raízen will supply cellulosic ethanol with a carbon intensity that is approximately 75% lower than gasoline.

Buy 170
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Yara and Linde Engineering to build a 24 MW green hydrogen plant in Norway

Green Car Congress

The 24MW system from ITM Power supplying 10,368 kg/day of hydrogen will account for approximately 5% of the plant’s consumption and serve as a feasibility study for future upscaling. The company’s products are delivered all over the world, the biggest market being Asia, which buys more than 25% of NPK (complex fertilizer) capacity each year.

Norway 418
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Agility’s New Factory Can Build Thousands of Humanoids a Year

Cars That Think

Agility Robotics has announced the opening of a 6,500 square-meter factory dedicated to building its Digit humanoid robot. This includes everything from supply chain (how many actuators do 10,000 robots a year need and where the heck are you going to find them?)

Building 101
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Aqua Metals is building a more sustainable battery recycling ecosystem

Charged EVs

The company is building a new plant in Nevada, and aims to be processing 10,000 tons of black mass (equivalent to about 150,000 EV battery packs) annually by 2025. That’s not to say that over the coming years, as we build a brand-new closed-loop recycling industry, that that doesn’t start to verticalize a little bit more.

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Rivian CEO RJ Scaringe buys $1.05M worth of stock

Teslarati

Rivian has openly expressed supply chain challenges affecting its production lines. In its Q1 2022 Shareholders Letter , the company noted that it is experiencing logistics costs caused by supply chain challenges. Rivian stated that supply chain constraints would be a limiting factor to its production. . (Credit: SEC).

Buy 98