Green Car Congress

MAY 24, 2021

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

Supplies Range Wind Market 468

Green Car Congress

JUNE 4, 2023

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

Market Indonesia Russia Supplies 304

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. The detailed report— Need Nickel?

China 416

China Energy Indonesia Power Grid 416

Green Car Congress

AUGUST 4, 2022

Electric vehicle manufacturers are searching for a significant increase in energy density, an improvement of fast-charging capabilities, and a reduced cost for lithium-ion batteries. To meet the market’s needs, the licensed manufacturers of OCSiAl’s graphene nanotube dispersion in China are ramping up production capacities.

Chinese 273

Chinese Manufacturer Lithium Ion Batteries 273

Green Car Congress

DECEMBER 9, 2022

Leading China-based battery manufacturer Contemporary Amperex Technology Co., Limited (CATL) and Honda Motor (China) Investment Co., announced that from 2024 through 2030, Honda will purchase 123 GWh of batteries for pure electric vehicles in China from CATL. Earlier post.). Earlier post.).

Honda 334

Honda Purchase China Batteries 334

Green Car Congress

MARCH 19, 2021

announced co-investment with its Tier 1 global injector manufacturing partner to expand their production facility in Yantai, China to supply jointly developed and proprietary fuel injectors to the growing global market for HPDI 2.0 particularly in Europe and China. particularly in Europe and China.

Manufacturer 221

Manufacturer China Fuel Europe 221

Green Car Congress

AUGUST 7, 2022

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. China also dominates global lithium refining and processing.

Africa 259

Africa China Lithium Ion Madagascar 259

Green Car Congress

DECEMBER 30, 2022

Graphex has more ethan a decade of commercial experience producing 10,000 metric tons per annum of battery-grade purified spherical graphite at its facility in Heilongjiang Province, China, for the power battery market. Graphex has a roadmap to grow production 40,000 metric tonnes per year over the next 3 years.

Australia 170

Australia Supplies Li-ion Manufacturer 170

Teslarati

MARCH 27, 2024

Morgan Stanley analyst Adam Jonas deemed Tesla and CATL the power couple that could recharge the United States electric vehicle (EV) market. In a note released earlier this week, Morgan Stanley writes that the United States is an under-penetrated EV market, whereas China is a fully-penetrated EV market.

Recharge 136

Recharge Market Power Powered 136

Teslarati

NOVEMBER 21, 2023

Tesla will appear at the first China International Supply Chain Expo later this month, set to be held in Beijing. The event was organized by the China Council for the Promotion of International Trade, and it will run from November 28 to December 2. companies appearing at the expo would also advance this goal. “We hope U.S.

International 92

International China Supplies Highlander 92

Teslarati

FEBRUARY 19, 2024

The deal with NMG will further solidify Panasonic’s goal to strengthen its EV battery supply chain in North America. NMG is an active anode material manufacturer based in Quebec, Canada. Panasonic Energy’s graphite supply deal with NMG starts with an investment of USD$25 million.

NMG 89

NMG Supplies Market Mozambique 89

Green Car Congress

SEPTEMBER 30, 2022

South Korea-based SK On (SKO), a global EV battery manufacturer, signed a Memorandum of Understanding (MOU) with Australia’s Global Lithium Resources to explore future business opportunities together in regard to stable supply of lithium. Incorporated in 2018, Global Lithium was listed on the Australian Stock Exchange last year.

Supplies 259

Supplies Global South Korea Batteries 259

Green Car Congress

JUNE 29, 2022

LEAD) announced that it has been contracted by Volkswagen to supply battery manufacturing equipment for Salzgitter, accounting for more than 65% of the total equipment quantity for that 20 GWh gigafactory. As a world-class automobile manufacturer, Volkswagen has strict quality standards and requirements for suppliers.

Manufacturer 195

Manufacturer Batteries Battery China 195

Green Car Congress

SEPTEMBER 13, 2023

an affiliated company in China, in the area of fuel cell electrode catalyst manufacturing technologies. TANAKA Kikinzoku Kogyo aims to use this agreement to meet the growing domestic demand for fuel cell electrode catalysts in China. TANAKA Kikinzoku Kogyo K.K.,

China 170

China Fuel Production Polymer 170

Green Car Congress

SEPTEMBER 5, 2023

BASF has commenced construction of its syngas plant at the Verbund site in Zhanjiang, China. The production technologies deployed in the syngas plant will mainly utilize CO 2 off-gas, a by-product of the ethylene oxide process and excess fuel gas from steam cracker operations, to manufacture syngas.

China 284

China Belgium Asia Gas-Electric 284

Green Car Congress

OCTOBER 18, 2021

Honda last week held a virtual press conference on its electrification strategy in China. All new models Honda will introduce in China after 2030 will be electrified—hybrids (HEVs) and EVs. All new models Honda will introduce in China after 2030 will be electrified—hybrids (HEVs) and EVs. e:N series.

Honda 418

Honda China Vehicles Concept 418

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.,

Chinese 268

Chinese Supplies Manufacturer Batteries 268

Green Car Congress

DECEMBER 23, 2021

and China Petrochemical Corporation (Sinopec Group) have formed a 50:50 joint venture: Cummins Enze (Guangdong) Hydrogen Technology Co., The joint venture will accelerate the affordability and availability of green hydrogen through increased technological innovation, research and development, and manufacturing capacity. Cummins Inc.

Hydrogen 321

Hydrogen China Green Industrial 321

Green Car Congress

NOVEMBER 14, 2022

China-based Contemporary Amperex Technology Co., Limited (CATL) and Daihatsu Motor, a wholly-owned subsidiary of Toyota, announced an MOU of Strategic Cooperation on battery supply and battery technologies to promote e-mobility in Japan.

Supplies 150

Supplies Batteries Battery Japan 150

Green Car Congress

JULY 27, 2023

This will increase the region’s strength in the supply of critical minerals beyond cobalt, which the continent has historically dominated. Benchmark’s Lithium Forecast shows that the region is expected to account for just 4% of global mined lithium supply this year. The continent is forecast by Benchmark to produce just 0.1%

Namibia 195

Namibia Supplies Global Africa 195

Green Car Congress

AUGUST 28, 2022

Castrol and BYD (China), one of China’s largest manufacturers of electric vehicles (BEVs), have signed a new three-year strategic collaboration agreement. BYD (China) will use Castrol ON advanced EV fluids in their growing range of electric vehicles. —Mike Zhang, Vice President Castrol China.

BYD 225

BYD China Dealers Market 225

Green Car Congress

FEBRUARY 22, 2023

and Sumitomo Corporation announced an agreement to diversify and strengthen rare earth supplies in Japan. Further, the companies will collaborate on the supply of rare earth metals and other products. The effort to electrify and decarbonize the global economy is causing demand for rare earths to grow rapidly, outpacing new supply.

Japan 225

Japan Supplies North America Wind 225

Green Car Congress

APRIL 10, 2020

In addition, the company has shared its manufacturing plans with GM suppliers along with the Original Equipment Suppliers Association and the Michigan Manufacturers Association ( MMA ) to help other manufacturers ramp up their own production efforts. —Shilpan Amin, GM vice president of Global Purchasing and Supply Chain.

GM 397

GM Manufacturer Production Michigan 397

Green Car Congress

AUGUST 30, 2021

Volkswagen is intensifying its e-offensive in China as part of its ACCELERATE strategy. 3 will also be available on the world’s largest market for e-mobility from the fourth quarter. 3 as the third all-electric model series in China within a mere six months. 3 via a pre-booking system prior to the market launch in October.

China 243

China Chinese North America PHEV 243

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. times in the same period.

China 243

China Production Global North America 243

Green Car Congress

JUNE 23, 2021

A new report from IDTechEX forecasts the solid-state battery market will grow to $8 billion by 2031. The car plug-in market will take the largest share (66%) in 2031, followed by smartphone applications. Lithium-ion battery manufacturing has been dominated by East Asia, with Japan, China, and South Korea playing a significant role.

Market 418

Market Batteries Battery Li-ion 418

Green Car Congress

OCTOBER 11, 2022

The Chemours Company, a global chemistry company, plans to enter into a joint venture with BWT FUMATECH Mobility GmbH, an established player in multiple hydrogen markets, focused on fuel cell membrane manufacturing. Completion of the transaction is subject to customary regulatory approvals. The joint venture—THE Mobility F.C.

Manufacturer 199

Manufacturer Fuel Hydrogen Economy 199

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

DECEMBER 3, 2022

This has been especially true for the rare earth materials used in the manufacturing of electric motors for electric vehicles (EVs). While some automakers have alternative motor technologies that don’t rely on rare earths, the market has not shifted in this direction significantly. times greater than the previous average.

Market 259

Market Motor Motors Motoring 259

Green Car Congress

APRIL 12, 2023

Arnold Magnetic Technologies , a subsidiary of Compass Diversified and global manufacturer of high-performance magnets and more for mission critical applications, is partnering with Cyclic Materials , a pioneer in developing more sustainable domestic supply chains for rare earth elements.

Supplies 170

Supplies Waste China Manufacturer 170

Green Car Congress

OCTOBER 12, 2021

Scientists at Argonne National Laboratory are hosting a 15-minute open-access webinar on 28 October about how to block threats to supplies of rare earth minerals using supercomputers. A wide range of devices and machines rely on rare earth elements that are mined and refined largely in China. But supplies are vulnerable.

Supplies 243

Supplies Insight China Market 243

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.

Mercedes 396

Mercedes Chinese Manufacturer Batteries 396

Green Car Congress

AUGUST 5, 2023

China-based lithium salts producer Sichuan Yahua Industrial has extended the duration of its lithium hydroxide supply agreement with Tesla ( earlier post ) from 2025 to 2030. Yahua is one of the earliest chemical enterprises established after the founding of the People’s Republic of China.

Supplies 150

Supplies North America Tesla Africa 150

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. This is a landmark investment for our business as we build our footprint in the US, Europe and now China, cementing our presence in all three major hydrogen markets.

China 195

China Building Fuel Hydrogen 195

Green Car Congress

APRIL 16, 2020

Groupe Renault is setting a new strategy for China, based on Electric Vehicles (EV) and Light Commercial Vehicles (LCV). With 860,000 electric vehicles sold in China in 2019, China is by far the largest EV market in the world. EV sales are expected to reach 25% of the Chinese market by 2030. LCV market.

Light 378

Light China Commercial Vehicles 378

Green Car Congress

OCTOBER 6, 2020

Loop Energy, a hydrogen fuel cell company providing solutions for the commercial vehicle markets, announced that Skywell New Energy Vehicles Group (Skywell) received index approval from China’s Ministry of Industry & Information and Technology (MIIT) for a zero-emission public transport bus powered by Loop Energy’s fuel cell systems.

Fuel 321

Fuel China Energy Companies 321

Green Car Congress

DECEMBER 10, 2021

General Motors and MP Materials ( earlier post ) have formed a strategic collaboration to develop a fully integrated US supply chain for rare earth magnets. This strategic collaboration seeks to accelerate the restoration of the US rare earth supply chain at commercial scale with high resiliency and environmental sustainability.

GM 221

GM Supplies North America Fort Worth 221