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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. 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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Baker Institute: China positioning itself to dominate world’s copper supply

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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.

Supplies 250
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Nornickel presents market review of nickel and platinum group metals

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Russia-based Nornickel, the world’s largest producer of palladium and high-grade nickel and a major producer of platinum and copper, presented its eleventh review of the nickel and platinum group metals (PGM) markets based on the fundamental analysis of world economic and industry data. Mt to 3.22 Mt (7% year-on-year growth).

Market 304
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Benchmark Mineral Intelligence: lithium industry needs $42B investment to meet 2030 demand

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The lithium industry needs $42 billion of investment if it is to meet 2030 demand, according to analysis by Benchmark Mineral Intelligence. This works out at approximately $7 billion a year between now and 2028 if the industry is to meet lithium demand by the end of the decade. Lithium Carbonate, EXW China, ?99.0%

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SK IE Technology to supply separators for EV batteries to Sunwoda

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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.

Supplies 199
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Why New Production Sources of Tungsten Are Critical for Increased Global Supply

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by Lewis Black, CEO of Almonty Industries. and global economies with businesses and manufacturers having to close doors and furlough employees, the global trade markets plummeted to an 11-year low of 41.5% in the April report for the Institute for Supply Management’s Manufacturing Index. Source: Almonty. Should the U.S.

Supplies 380
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European metals-producing and -using industries and workers warn of catastrophic impact of Chinese magnesium supply shortage

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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. Magnesium is a key alloying material and widely used in the metals-producing industry. Japan uses 4%.

Chinese 170