Green Car Congress

APRIL 13, 2021

China is positioning itself to dominate the global supply of copper, a material in high demand as the world transitions to alternative energy systems, according to experts from Rice University’s Baker Institute for Public Policy. “If China’s domestic production of copper is inadequate relative to demand, according to the authors.

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Supplies China Chinese Global 250

Green Car Congress

SEPTEMBER 17, 2020

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.

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Li-ion Supplies Europe China 459

Green Car Congress

OCTOBER 5, 2022

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.

China 243

China Production Global North America 243

Green Car Congress

OCTOBER 24, 2021

A cross-industry group of European metals-producing and -using industries and their workers have issued a warning about the potentially catastrophic impact of the Chinese magnesium supply shortage. million tonnes, with 87% being produced by China and 39% being used by China. Annual demand for magnesium is about 1.2

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Chinese Supplies Industrial Industry 170

Green Car Congress

OCTOBER 30, 2021

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. Chinese graphite prices are now the highest they’ve been for many years.

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Chinese Price Mozambique Brazil 321

Green Car Congress

MAY 3, 2023

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. The MOU signing ceremony took place at Sunwoda Group’s headquarters in Shenzhen, China.

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Supplies Batteries Battery South Korea 199

Green Car Congress

OCTOBER 23, 2021

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

Supplies Mongolia Chinese Energy 186

Green Car Congress

MAY 8, 2021

Lithium carbonate’s premium over lithium hydroxide in the Chinese domestic market, seen in the first quarter of 2021, is beginning to narrow, as shifting cathode chemistry demand continues to support hydroxide prices in China while carbonate gains soften amid limited spot transactions, according to Benchmark Mineral Intelligence.

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Chinese Carbon Price Conversion 273

Green Car Congress

JANUARY 1, 2022

Chinese lithium carbonate prices soared in 2021, due to a surge in demand for lithium iron phosphate (LFP) batteries in the country, according to the end-of-year analysis by Benchmark Minerals Intelligence. Transacted prices in China began to breach the RMB 200,000/tonne mark in November—a historical milestone for lithium pricing.

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Chinese Price Sale China 375

Green Car Congress

MAY 28, 2021

Benchmark Mineral Intelligence has elevated Chinese lithium-ion battery cell and automaker BYD to Benchmark’s top tier EV battery cell manufacturer status joining CATL, Envision AESC, LG Energy Solution, Panasonic, Samsung, and SK Innovation as tier one cell manufacturers. Supplier to domestic Chinese EV market.

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BYD Lithium Ion Manufacturer China 389

Green Car Congress

APRIL 21, 2022

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.

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China Energy Indonesia Power Grid 416

Green Car Congress

JUNE 5, 2022

Mitsubishi Chemical Holdings Group (MCHG) will increase the production capacity of natural graphite anode material from 2,000 tons/year to 12,000 tons/year at its Chinese subsidiary Qingdao Anode Kasei and affiliated company Qingdao Lingda Kasei. The production line is scheduled to start operation in the first half of fiscal 2023.

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Mitsubishi Production Europe Mozambique 319

Green Car Congress

APRIL 2, 2021

The coup and resulting state of emergency quickly resulted in concerns in China over metal and mineral supplies from its neighbor. Myanmar is the world’s third-biggest miner of tin and in 2020 accounted for more than 95% of China’s imports of tin concentrate, used by smelters to make refined tin for circuit-board soldering.

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Myanmar Supplies Available China 321

Green Car Congress

NOVEMBER 5, 2020

Hyundai Motor Company is spearheading the development of a hydrogen fuel cell commercial vehicle ecosystem in China with regional partners. Hyundai believes China has a massive potential for hydrogen powered commercial vehicles. Hyundai Motor signed an MOU with Shanghai Electric Power Co., Shanghai Sunwise New Energy System Co.,

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Hyundai Commercial China Motor 356

Green Car Congress

JULY 13, 2023

Johnson Matthey (JM) signed an investment agreement with the Jiading District in Shanghai to help accelerate the hydrogen economy in China. CCMs consist of precisely structured catalysts—typically platinum (cathode) and iridium (anode)—that are applied to solid membranes in a way which maximizes hydrogen production.

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China Building Fuel Hydrogen 195

Green Car Congress

APRIL 5, 2019

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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Chinese Supplies Manufacturer Batteries 268

Green Car Congress

OCTOBER 26, 2022

China, despite being one of the world’s largest producers and market for electric vehicles (EVs), is actively exploring alternate energy technologies for automobiles to meet its sustainability goals, including hydrogen internal combustion engines (H 2 ICEs) for commercial vehicles, finds GlobalData, a leading data and analytics company.

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Hydrogen China Engine Commercial 304

Green Car Congress

NOVEMBER 6, 2022

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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Chinese Power Powered Chile 321

Green Car Congress

JULY 21, 2022

Global demand for refined products dropped substantially in 2020 as a result of the COVID-19 pandemic. Less petroleum demand and the associated lower petroleum product prices encouraged refinery closures, reducing global refining capacity, particularly in the United States, Europe, and Japan.

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Global China Kuwait Oman 448

Green Car Congress

AUGUST 30, 2021

Volkswagen is intensifying its e-offensive in China as part of its ACCELERATE strategy. The compact car made its Chinese premiere at the Chengdu Motor Show. 3 as the third all-electric model series in China within a mere six months. 3 as the third all-electric model series in China within a mere six months. After the ID.4

China 243

China Chinese North America PHEV 243

Green Car Congress

APRIL 15, 2021

Bosch and China-based premium commercial vehicle manufacturer Qingling Motors have established a joint venture in China: Bosch Hydrogen Powertrain Systems (Chongqing) Co. The new company will develop, assemble and market fuel cell systems for the Chinese market. Small-scale production will start there this year.

China 243

China Fuel Motor Motors 243

Green Car Congress

APRIL 1, 2020

The COVID-19 has hit the Chinese EV sector hard; CRU, a provider of business intelligence on the global metals, mining and fertilizer industries, believes that weak sales will last at least until early Q2 2020. Nonetheless, it continues to forecast Chinese EV sales growth in 2020 over 2019’s total. EV sales in China dropped 75.2%

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Chinese Sale China 2020 221

Green Car Congress

JULY 3, 2020

Mercedes-Benz has entered a far-reaching strategic partnership with the Chinese battery cell manufacturer Farasis Energy (Ganzhou) Co., The contract will provide a secure source of supply of battery cells for Mercedes-Benz’s electrification strategy, while Farasis gains security for its planned construction of production capacity.

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Mercedes Chinese Manufacturer Batteries 396

CN EV Post

APRIL 26, 2023

(Image credit: NIO Capital) NIO Capital has invested in a local Chinese silicon carbide (SiC) chip maker as it continues to expand its investments in the new energy vehicle (NEV) industry chain. The module will help upgrade the electrical architecture of NEVs from 400V to 800V and enable NEVs to charge from 0 to 80 percent in 10 minutes.

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Chinese China Energy Storage Financing 145

Green Car Congress

APRIL 20, 2020

executed a Letter of Intent (LOI) with its Japanese offtake partner and a leading Chinese processor of graphite anode material to collaborate on the construction of a value-add, battery anode plant in a jurisdiction that is proximal to the Company’s Molo graphite project in Madagascar. Canada-based NextSource Materials Inc.

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Madagascar Chinese Batteries Battery 300

Green Car Congress

DECEMBER 4, 2021

Lithium prices continued to rise in November, with Chinese battery-grade prices surpassing the RMB 200,000/tonne (US$31,395/tonne) mark, according to Benchmark’s Lithium Price Assessment. Source: Benchmark Mineral Intelligence.

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Price Chinese China Carbon 404

Green Car Congress

DECEMBER 8, 2022

HPMSM produced via EMM dissolution has a carbon footprint 59% lower at Chvaletice compared to HPMSM produced in China. The main contributors to the estimated carbon footprint of HPEMM produced in China are the embodied emissions from the electricity grid mix.

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Carbon Industrial Industry Czech Republic 243

Baua Electric

MARCH 15, 2024

That’s been the thinking of leaders from developed countries, who’ve been seeking ways to China-proof the market for lithium , the light metal that’s essential for high-performance rechargeable power packs. The global lithium industry is so interwoven with Chinese capital now that it’s going to be impossible to unpick.

China 52

China Supplies Auto Chile 52

Green Car Congress

MAY 21, 2022

Volkswagen is expanding its global production network for electric vehicles by now starting to make the all-electric ID.4 Emden is now the second site for electric vehicles in Germany following Zwickau and also joins the Chinese plants in Anting and Foshan. 4) and Hanover will also commence production this year. 4 in Emden.

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Global Production Ireland Finland 435

Green Car Congress

DECEMBER 6, 2022

Conventional production of graphite not only takes place far away from battery manufacturing centers but also poses environmental challenges. China is the leading graphite producer, dominating the entire supply chain for lithium-ion batteries. UP Catalyst is now in the process of upscaling its production.

Carbon 186

Carbon Supplies Molten Salt Batteries 186

Green Car Congress

DECEMBER 5, 2020

Australia-based Syrah Resources has completed a bankable feasibility study (BFS) for expansion of its natural graphite AAM facility in Vidalia, Louisiana, as it continues to execute its strategy of becoming the first vertically integrated producer of natural graphite AAM (advanced anode material) outside of China.

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Production Mozambique USA China 324

Teslarati

JANUARY 7, 2023

CATL is continuing to expand battery production in China as it looks to maintain its grip on the battery cell market. But as competitors look to establish new production in the U.S., Europe, and South Korea, CATL has doubled down on its home market of China. What do you think of the article?

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China South Korea Production Batteries 93

Green Car Congress

FEBRUARY 16, 2017

GKN Driveline’s Chinese Joint Venture partner SDS has commenced production of its complete all-wheel drive (AWD) Disconnect system for small- to medium-sized vehicles in China. The system will initially feature on the Jeep Renegade built for the Chinese market by GAC Fiat Chrysler Automobiles Co.,

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Fuel Economy Land Rover China Economy 244

Green Car Congress

DECEMBER 28, 2020

ABB has been chosen to supply its patented ArcSave electromagnetic stirrers as part of a substantial refit at leading Chinese iron and steel producer Guangdong Nanfang Donghai’s steelmaking plant in Guangdong Province, southern China. —Anders Lehman, Vice President ABB Metallurgy Products.

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Chinese Manufacturer Concept Parts 243

Green Car Congress

MAY 21, 2021

BASF and Shanshan, a leading lithium-ion battery materials supplier serving both the e-mobility and the consumer electronics (CE) market, have agreed to form a BASF majority-owned joint venture (BASF: 51%; Shanshan: 49%) to produce cathode active materials (CAM) and precursors (PCAM) in China. —Zhihua Li, President of Shanshan.

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China Lithium Ion Li-ion Asia 186

Baua Electric

DECEMBER 10, 2023

Chinese semiconductor manufacturers have a significant impact on various aspects of the global business landscape. This dependence can be a vulnerability for businesses if there are disruptions in the supply chain, such as trade tensions, geopolitical issues, or natural disasters affecting production facilities.

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Chinese Manufacturer China Low Cost 52

Green Car Congress

DECEMBER 12, 2022

The Saudi Arabian Oil Company (Aramco), one of the world’s leading integrated energy and chemicals companies, and Shandong Energy Group, are exploring collaboration on integrated refining and petrochemical opportunities in China. Shandong Energy Group is the third-largest coal mining group in China in terms of production volume.

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Saudi Arabia China Renewable Carbon 186