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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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Tesla & CATL deemed the Power Couple to Recharge the US EV Market: Morgan Stanley

Teslarati

In addition, the United States has an under-supply of affordable EVs and cheap batteries for electric vehicles. The current political climate between the United States and China discourages Chinese battery suppliers like CATL from distributing their oversupply of batteries to the US.

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Europe may slap retroactive tariffs on Chinese EVs

Baua Electric

Possible “remedies” on the table include retroactive tariffs on Chinese EVs. Back in October 2023, Europe launched its formal investigation into the Chinese EV industry, as European companies are struggling to compete with the cheap, high-tech Chinese imports, made by low-cost labor, entering the European Union.

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MAN propane-fueled ME-LGIP to power Chinese VLGC

Green Car Congress

Jiangnan Shipyard, owned by China State Shipbuilding Corp (CSSC), has ordered an LPG (liquefied propane gas)-burning MAN B&W 6G60ME-LGIP engine in connection with the building of an 86,000-m 3 VLGC (Very Large Gas Carrier) for Tianjin Southwest Maritime (TSM), the Chinese shipping company.

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Trade group asks administration to reinstate tariffs on Chinese graphite, critical material for EV batteries

Baua Electric

The concerns go beyond mere supply shortages. According to NAGA, China’s graphite supply surpasses global demand, allowing it to flood markets with cheap graphite and manipulate prices. NAGA believes intervention from the federal government is necessary to protect North America’s nascent graphite industry.

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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

Geopolitical issues such as the Russia-Ukraine situation disturb the fine balance of battery metal supply chains. China already has a strong position in the battery metal supply chain, and buying Russian nickel on the cheap as a result of sanctions would further strengthen its globally competitive position.

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Sodium-Ion Powered EVs Roll off From Chinese EV Factories

Get Electric Vehicle

It is one of the oddest combinations in the car manufacturing industry as the other half of JAG is owned by the Chinese government. Another Sodium-ion Powered EV From China Chinese car manufacturer JMEV rolled off their sodium-Ion battery-provided EV on December 28, 2023.

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