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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. The detailed report— Need Nickel?

China 416
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EIA: New refineries will increase global refining capacity in 2022 and 2023; China leads

Green Car Congress

After Russia began its full-scale invasion of Ukraine in late February 2022, the impacts of reduced global refining capacity were exacerbated. New refining capacity growth includes several high-profile, high-capacity refinery projects underway, particularly in China and the Middle East, which could add more than 4.0

Global 448
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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

The evolving situation in Russia and Ukraine has already caused unprecedented increases in the price of nickel. Geopolitical issues such as the Russia-Ukraine situation disturb the fine balance of battery metal supply chains. EV and battery companies in China may well step in and buy the commodity at lower prices.

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The U.S.-China Chip Ban, Explained

Cars That Think

Commerce Department issued new rules that clamped down on the export of certain advanced chips—which have military or AI applications—to Chinese customers. China has yet to respond—but Beijing has multiple options in their arsenal. has blocked chip sales to individual Chinese customers. It’s unlikely, experts say, that the U.S.

China 90
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IEA forecasts world oil demand to hit record 101.9 million b/d in 2023; non-OECD to account for 90% of growth

Green Car Congress

Reflecting the widening disparity between regions, non-OECD countries, buoyed by a resurgent China, will account for 90% of growth. Extra cuts by OPEC+ will push world oil supply down 400 kb/d by end of 2023. mb/d from 1Q23 to 2Q23, as runs in the US normalize and with Chinese activity materially higher than a weak 2Q22 baseline.

Oil 186
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Mercedes CEO Says Brand Sticking With China for the Long Haul

The Truth About Cars

Mercedes-Benz CEO Ola Kallenius has told the German media that the brand has no intention of cutting ties with China, saying such a move would be unwise for the whole of Germany industry.& and China, are so closely intertwined that decoupling from China makes no sense," he was quoted as saying in Bild am Sonntag.

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Tesla Model 3 and Model Y receive latest round of price increases in US and China

Teslarati

In China, select variants of the Model 3 and Model Y also received a price increase of RMB 10,000 (about $1,500). In China, the Model 3 Performance is the variant that saw a RMB 10,000 price adjustment , with the vehicle now starting at RMB 349,900 from its previous price of RMB 339,900.

Price 98