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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

Green Car Congress

China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. Chinese manufacturers, like CATL, have come from nothing to being world-leading in less than 10 years.

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Sodium-Ion Powered EVs Roll off From Chinese EV Factories

Get Electric Vehicle

The first mass-produced electric vehicle (EV) using a sodium-ion battery has been introduced by JAC Motors. While lithium-ion batteries are more developed and have a higher density than sodium-ion batteries, sodium-ion batteries are cheaper, dependable, and have better cold-weather performance. Why Sodium-ion Batteries?

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EV Guru: Sodium-Ion Batteries are Coming Sooner Than You think!

Plug In India

By Kamlesh & Raphae Every major automaker has announced plans to build Lithium-Ion battery gigafactories. In addition, about 90% of the world’s supply of lithium is controlled by Chinese companies. Video: EV Guru: Sodium-Ion Batteries are Coming Sooner Than You think! The world needs to do something about this.

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Lux: graphene severely underperforming commercially against “massive hype”

Green Car Congress

Total global graphene nanoplatelet (GNP) capacity has increased from 120 tons/yr in 2012 to 910 tons/yr today, driven largely by aggressive Chinese capacity expansions such as by Ningbo Morsh (300 tons/yr), and Xiamen Knano (100 tons/yr). However, current GNP demand has yet to exceed 15% of the current supply. Lux suggested.

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Nissan’s Killer EV App, the Plug-In Car That Puts the Nail in GM’s Coffin

Creative Greenius

But Nissan has the litium ion battery and tons of desirable, very cool features ready for prime time right here and right now. Several Chinese car companies are working on cheap, entry level full electric vehicles and will have them ready years before the major car companies. And by that I mean the end of 2010.

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CRU: Lithium prices plunging as hype meets reality; impact of new supply, disappointing BEV sales

Green Car Congress

Weaker-than-expected demand in China is partly responsible, but the main driver has been the ongoing avalanche of new supply into the market, as plentiful cheap spodumene meets ample conversional capacity in China, the CRU analysts said. Chinese EV sales through to July totalled 696,000 this year, an impressive 41.5%

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Benchmark: China dominates Li-ion battery supply chain

Green Car Congress

China dominates the global Li-ion battery supply chain to the extent that removing the country in favor of European or North American alternatives will be difficult, according to analysis by Benchmark Minerals Intelligence. —Albert Li, an analyst at Benchmark.

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