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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. This has led to a boom in European cell plants, and the rest of the supply chain is also slowly making its way to Europe.

Li-ion 459
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Benchmark bumps BYD up to top tier of EV battery manufacturers; 2nd China cell maker on list

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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.

BYD 389
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Benchmark: flake graphite production in Africa set to overtake China this decade

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Africa could overtake China as the world’s largest producer of natural graphite for lithium ion batteries as soon as 2026, according to Benchmark Mineral Intelligence, in a sign of the continent’s growing importance to the electric vehicle supply chain. of the world’s lithium-ion battery capacity.

Africa 259
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Nikkei analysis finds Tesla relies on China for 40% of battery supply chain

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China was the largest supplier of materials for the lithium-ion batteries used in Tesla’s EVs, constituting 39% of the 61 companies in the storage battery category, based on Nikkei’s analysis of the supply chain. China accounted for 40% of the 42 firms engaged in nonferrous smelting excluding aluminum smelters.

Supplies 150
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Argonne study finds rare earth supply disruptions can have long-range impacts

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A range of devices and machines rely on rare earth elements that are mined and refined largely in China. Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. China dominates the global rare earths market.

Supplies 468
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Dürr and Techno Smart partner on manufacturing of lithium-ion batteries for e-cars

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Dürr is positioning itself in the growing Li-ion battery market as a supplier of production technology and is expanding its market access to battery manufacturers through a cooperation with Techno Smart, a leading Japanese manufacturer of coating systems. Dürr Megtec is part of the Clean Technology Systems division.

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China BAK to supply samples of lithium-ion batteries to FAW-Volkswagen

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China BAK Battery, Inc. received a sample order to supply its lithium-ion batteries to FAW-Volkswagen Automotive Co., China BAK plans to deliver three lithium-ion battery units to FAW-Volkswagen by the end of September 2012. —Xiangqian Li, CEO of China BAK.