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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.

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SK IE Technology to supply separators for EV batteries to Sunwoda

Green Car Congress

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.

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

Green Car Congress

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.)

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

Green Car Congress

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.

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

Green Car Congress

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. The Volkswagen Group and Ganfeng Lithium Co.,

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Comment on Tesla asks Chinese suppliers to build plants in Mexico, report says by Red Edwards

CN EV Post

Tesla is asking several Chinese supply chain companies to build factories in Mexico in order to replicate a Giga Shanghai and its supply chain system there, according to local media.

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Comment on Tesla asks Chinese suppliers to build plants in Mexico, report says by AbdulB1

CN EV Post

Tesla is asking several Chinese supply chain companies to build factories in Mexico in order to replicate a Giga Shanghai and its supply chain system there, according to local media.

Mexico 79