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Roskill: graphite prices still rising on high Chinese electricity costs

Green Car Congress

Roskill reports that prices for Chinese graphite continue to rise as producers contend with increasing electricity costs and supply disruption caused by limits on energy consumption. Prices could rise higher in Q4 if producers aren’t able to build up stocks now, ahead of typical winter closures.

Chinese 321
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SK IE Technology to supply separators for EV batteries to Sunwoda

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SK IE Technology (SKIET) signed an MOU with Sunwoda , the 9 th largest battery manufacturer in terms of global market share (according to SNE Research in 2022), to strengthen cooperation in supplying battery separators. SKIET plans to supply separators produced at its Changzhou factory in China to Sunwoda.

Supplies 199
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Nikkei analysis finds Tesla relies on China for 40% of battery supply chain

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An analysis by Nikkei in Japan concludes that nearly 40% of the suppliers for materials used in Tesla’s electric vehicle batteries are Chinese companies. Nikkei sent a letter to Tesla asking about its dependence on Chinese suppliers but said that it had received no reply by the publication deadline.

Supplies 150
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Ultra Lithium, Power Metals respond to Government of Canada’s order for Chinese divestment in critical minerals

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The Government of Canada has ordered three Chinese companies to divest from three Canadian critical mineral companies: Power Metals, Lithium Chile, and Ultra Lithium. Power Metals also expressed surprise at “Canada’s stance towards Chinese investment into Canada’s critical minerals industry”. Earlier post.)

Chinese 321
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Volkswagen Group and Chinese manufacturer Ganfeng sign memorandum of understanding for long-term lithium supplies

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GFL) registered in Jiangxi (China) have signed a memorandum of understanding on long-term lithium supplies for battery cells. Under the agreement, Ganfeng will supply lithium to the Volkswagen Group and its suppliers for the next ten years. GFL offers five major categories of more than 40 lithium compounds and metals products.

Chinese 268
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BMW Group announces local production of NEUE KLASSE in China from 2026, new gen 6 battery plant

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BBA) joint venture, Milan Nedeljković, member of the Board of Management of BMW AG responsible for Production, announced local production of the NEUE KLASSE in China. The blue highlighted structures are the new project buildings. To mark the 20 th anniversary of the BMW Brilliance Automotive Ltd.

BMW 457
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Johnson Matthey to build CCM plant in China for PEM fuel cells and electrolyzers

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JM and the Shanghai Jiading District plan to build a new catalyst-coated membrane (CCM) production facility, providing CCM production capability for multiple proton exchange membrane (PEM) fuel cell applications and PEM electrolyzers. The electrons are driven through the external circuit and protons then cross the membrane.

China 195