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BNEF projects impact of COVID-19 on renewables, energy storage, EVs, etc.

Green Car Congress

BloombergNEF has issued a research note highlighting some of the likely effects of the coronavirus COVID-19 outbreak over the next year on the transition to a clean economy: including renewable power, energy storage, electric vehicles, heating, cooling and the circular economy.

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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. China’s dominance of the industry is to be expected given its huge investments and the policies the country has implemented over the past decade.

Li-ion 459
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Benchmark: battery supply chain hit by Chinese energy cuts

Green Car Congress

Benchmark Minerals reports that China’s ongoing energy shortage, which has seen local governments enforce intermittent power cuts since July 2021, has begun to affect domestic anode and cathode production as several producers were forced to scale back production in late Q3.

Supplies 186
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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

Green Car Congress

The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. This surge occurred mostly in China, driven by steel manufacturing.

China 416
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European Made Batteries Could Be 60% Less Carbon Intensive Than Chinese — Analysis

CleanTechnica EVs

Onshoring the EV supply chain to Europe would cut the emissions of producing a battery by 37% compared to a China-controlled supply chain, according to new analysis by Transport & Environment (T&E). But over half of Europe’s battery production plans are at risk without stronger government action.

Chinese 113
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Congress takes aim at Chinese battery companies, including EV maker BYD – Charged EVs

Baua Electric

A bill aimed at cutting major Chinese battery manufacturers out of the Department of Homeland Security’s supply chain recently advanced in the US House of Representatives. One of the things we are doing in the House is taking a look at…where we rely on China more than we should,” said Congresswoman Laurel Lee to reporters.

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Benchmark: China will increase share of global cathode production to 87% in 2030

Green Car Congress

Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. China’s output of cathode active materials increased more than four times between 2018 and 2022. times in the same period.

China 243