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

Green Car Congress

How Electrifying Transport and Chinese Investment are Playing Out in Indonesia —focuses on nickel as a critical mineral, but has implications for the broader minerals and materials supply chains needed for broad-scale energy transition. This surge occurred mostly in China, driven by steel manufacturing.

China 416
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Benchmark: China will increase share of global cathode production to 87% in 2030

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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
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Ford Mustang Mach-E Preorders Open In China, Charging Partnerships With State Grid & NIO

CleanTechnica EVs

As with the Tesla Model 3, the Ford Mustang Mach-E made for the Chinese market will be made in China (rather than Mexico). Preorders just opened up for this new electric crossover/SUV in 20 Chinese cities. Will it be a home run for Ford in China, or will it be a soggy noodle that […].

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

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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. While both countries are leaders in battery and components manufacturing, they do not have the same influence in raw materials refining and mining as China.

Li-ion 459
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Wanxiang and NEC to form joint venture for grid energy storage in China

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China Wanxiang Holding announced the planned formation of a joint venture between its wholly-owned subsidiary, Puxing Energy, and NEC Corporation to pursue grid energy storage opportunities in the Chinese market. Puxing Energy, a wholly-owned subsidiary of China Wanxiang Holding Co.,

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LCA finds EMN high-purity manganese products have lower carbon footprint than incumbent industry

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GWP processing routes using both grid-mix electricity and renewable electricity were evaluated in-line with LCA best-practice and Global Battery Alliance requirements for the battery passport. HPMSM produced via EMM dissolution has a carbon footprint 59% lower at Chvaletice compared to HPMSM produced in China.

Carbon 243
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BP invests in PowerShare, EV charging platform in China; BP Ventures’ first direct investment in China

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BP’s venturing business, BP Ventures, has invested in PowerShare, an integrated hardware and software solutions provider for electric vehicle (EV) charging in China. The investment is part of PowerShare’s Series A round, which was led by BP Ventures and draws support from DETONG Capital Partners, a leading private equity firm in China.

China 191