Report: China now makes enough batteries for global EV production
Green Car Reports
APRIL 15, 2024
China already has enough battery manufacturing capacity to supply all global EV production, according to Bloomberg New Energy Finance.
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BMW Group announces local production of NEUE KLASSE in China from 2026, new gen 6 battery plant
Green Car Congress
MAY 19, 2023
(BBA) joint venture, Milan Nedeljković, member of the Board of Management of BMW AG responsible for Production, announced local production of the NEUE KLASSE in China. The high-voltage batteries required for this will likewise be manufactured locally.
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Why New Production Sources of Tungsten Are Critical for Increased Global Supply
Green Car Congress
MARCH 4, 2021
All car manufacturers seem to be following in the same footsteps as Tesla. 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.
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New USGS methodology identifies 23 mineral commodities the supply of which poses greatest risk to manufacturing
Green Car Congress
FEBRUARY 23, 2020
Researchers at the US Geological Survey (USGS) and its partners have developed a new methodology to identify which mineral commodities important to US manufacturing are at greatest risk to supply disruption. The methodology evaluated the global supply of and US demand for 52 mineral commodities for the years 2007 to 2016.
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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise
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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Benchmark: flake graphite production in Africa set to overtake China this decade
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.
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Chinese manufacturers to ramp up production of graphene nanotube dispersions for EV batteries
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.
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GM boosting face mask production; sharing mask manufacturing plans
Green Car Congress
APRIL 10, 2020
Based on the number of requests for face masks for frontline workers, GM is increasing its production capacity for face masks at its Warren, Michigan facility. And we recognize it would be counterproductive for GM—or any other manufacturer—to compete for supplies with existing medical mask companies.
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Benchmark bumps BYD up to top tier of EV battery manufacturers; 2nd China cell maker on list
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. Qualified to supply domestic Chinese EV manufacturers.
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BMW Group secures CO2-reduced steel for global production network
Green Car Congress
NOVEMBER 17, 2022
Following initial contracts with European suppliers, the BMW Group has now concluded further 2 -reduced-steel-for-global-production-network">agreements for the supply of CO 2 -reduced steel in the US and China. Steel is one of the main sources of CO 2 emissions in our supply chain.
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Ballard to invest $130M in MEA manufacturing facility and R&D center in Shanghai
Green Car Congress
OCTOBER 3, 2022
Ballard Power Systems announced its strategy ‘local for local’ whereby it plans to deepen its global manufacturing footprint in Europe, the United States and China to support global market demand growth through 2030. Current Ballard global manufacturing capacity.
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TANAKA establishes production system in China for fuel cell electrode catalysts
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.,
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Honda to purchase 123 GWh of batteries from CATL for EVs in China from 2024 through 2030
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.).
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Benchmark: China will increase share of global cathode production to 87% in 2030
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.
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Bosch starts volume production of its fuel-cell power module; Nikola pilot customer
Green Car Congress
JULY 15, 2023
Bosch has now begun volume production of its Fuel-Cell Power Module (FCPM) at its Stuttgart-Feuerbach location. The Bosch plant in Bamberg, Germany, will supply the Feuerbach factory with the fuel-cell stack. The Bosch plant in Bamberg, Germany, will supply the Feuerbach factory with the fuel-cell stack.
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SK IE Technology to supply separators for EV batteries to Sunwoda
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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Benchmark: Africa’s lithium production to increase >10x this decade; potentially 12% of global supply
Green Car Congress
JULY 27, 2023
Africa’s mined lithium production output is set to increase more than ten-fold this decade, according to Benchmark’s Lithium Forecast. This will increase the region’s strength in the supply of critical minerals beyond cobalt, which the continent has historically dominated.
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BASF breaks ground on syngas plant at Zhanjiang Verbund site in China
Green Car Congress
SEPTEMBER 5, 2023
BASF has commenced construction of its syngas plant at the Verbund site in Zhanjiang, China. The facility will produce syngas and hydrogen for captive use within BASF’s production Verbund. The technical concept of this syngas plant is the first of its kind in China, underscoring our commitment to achieving climate neutrality by 2050.
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Westport Fuel Systems announces co-investment agreement to expand manufacturing for HPDI 2.0 injectors in China
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.
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Argonne study finds rare earth supply disruptions can have long-range impacts
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. Causes of supply disruptions.
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Volvo Cars inaugurates new battery assembly line at Ghent manufacturing plant
Green Car Congress
MARCH 5, 2020
Volvo Cars formally inaugurated a new battery assembly line at its Belgian manufacturing plant in Ghent, where it will start building its first fully electric car, the XC40 Recharge P8, later this year. —Geert Bruyneel, head of global production operations. Volvo XC40 Recharge powertrain.
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onsemi and ZEEKR sign long-term supply agreement for SiC power devices
Green Car Congress
APRIL 27, 2023
onsemi, a provider of intelligent power and sensing technologies, and premium electric mobility brand ZEEKR have entered a long-term supply agreement (LTSA). The new LTSA will enable both companies to build a stronger supply chain relationship to support ZEEKR’s growth over the next decade.
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GM and MP Materials enter long-term supply agreement to scale rare earth magnet sourcing and production in US
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.
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T&E: two-thirds of European battery production at risk as companies weigh investing in US instead
Green Car Congress
MARCH 7, 2023
More than two-thirds (68%) of lithium-ion battery production planned for Europe is at risk of being delayed, scaled down or cancelled, according to new analysis by the European NGO Transport & Environment. Battery production capacity equivalent to 18 million electric cars—1.2 Europe must act or risk losing it all.
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Graphex Technologies in MOU with Reforme Group to develop graphite manufacturing facilities in Australia; mine-to-battery graphite supply
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.
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Britishvolt selects China-based BTR as synthetic graphite anode supplier, production powered on hydroelectricity
Green Car Congress
JULY 31, 2022
Battery manufacturer Britishvolt has signed a Memorandum of Understanding [MoU] with China-based BTR for the supply of synthetic graphite and silicon oxide to be used in selected phases of Britishvolt’s battery manufacturing processes.
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MP Materials and Sumitomo to strengthen rare earth supply in Japan
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. China is the world’s leading producer. MP’s Mountain Pass facility is the US’ only scaled rare earth production source.
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225 Mitsubishi Chemical strengthens production capacity of graphite anode materials in China; possible production in Europe and US
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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Report: China now makes enough batteries for global EV production
Baua Electric
APRIL 15, 2024
China already has enough battery manufacturing capacity to supply all global EV production, according to Bloomberg New Energy Finance. China’s declared 2023 battery production alone was close to the actual global demand, according to BNEF, which notes that the U.S.,
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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study
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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Niron Magnetics secures $17.5M ARPA-E SCALEUP grant to boost production of FeN magnets
Green Car Congress
NOVEMBER 23, 2022
Niron will use this financing to advance the commercial partnerships and pilot production of its rare earth-free Clean Earth Magnet, further demonstrating its potential to replace rare earth permanent magnets. Today, these magnets rely on rare earth elements. One of the top 5 global wind turbine OEMs.
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Cummins & Sinopec launch JV to produce and promote green hydrogen technologies in China
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.
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Honda outlines electrified vehicle strategy for China; unveils new EV models
Green Car Congress
OCTOBER 18, 2021
Honda last week held a virtual press conference on its electrification strategy in China. During the conference, the company announced its new environmental and safety initiatives and also held the world premiere of two planned production models and three concept models of Honda-brand electric vehicles. e:N series.
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SK On signs MOU with Global Lithium Resources to bolster key battery materials supply chain
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.
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Daimler Truck and CATL expand global partnership on truck-focused batteries and supply
Green Car Congress
MAY 21, 2021
Daimler Truck AG and lithium-ion battery manufacturer and developer Contemporary Amperex Technology Co. CATL will be the supplier of lithium-ion battery packs for the Mercedes-Benz eActros LongHaul battery-electric truck, which is planned to be ready for series production in 2024. The supply will go beyond 2030.
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435 UP Catalyst offering carbon-negative graphite for European battery supply chain
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. Every battery manufacturer is challenged by insufficient raw materials.
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Mercedes-Benz announces strategic partnership and equity stake in Chinese battery cell manufacturer Farasis
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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Arnold Magnetic Technologies and Cyclic Materials partner on rare earth circular supply chain
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.
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170 Tesla, Yahua extend lithium hydroxide supply agreement to 2030
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.
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SAFE report addresses US aluminum sector’s energy challenges; more US production of primary aluminum needed
Green Car Congress
FEBRUARY 23, 2023
The SAFE Center for Strategic Industrial Materials (C-SIM) released the first report in a series of policy papers regarding the various issues impacting domestic primary aluminum production: The US Aluminum Industry’s Energy Problem and Energy Solution. Global demand is outpacing supply, so we can see a potential supply shocking coming.
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259 Volkswagen Group and Chinese manufacturer Ganfeng sign memorandum of understanding for long-term lithium supplies
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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DSM Engineering Materials expands production of high-performance polymers in China for EVs and E&E
Green Car Congress
FEBRUARY 26, 2022
DSM Engineering Materials is expanding its high-performance materials production capacity at its Jiangyin plant in Jiangsu Province, China. In recent years, rising living standards and increasingly ambitious environmental policies have driven demand for sustainable high-performance materials in China.
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GM and Samsung SDI to invest more than $3B to expand US battery cell manufacturing
Green Car Congress
APRIL 26, 2023
General Motors and Samsung SDI plan to invest more than $3 billion to build a new battery cell manufacturing plant in the United States that is targeted to begin operations in 2026. The plant will have more than 30 GWh of capacity and will bring GM’s total US battery cell capacity to about 160 GWh when it is at full production.
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WSJ: China to create new state-owned rare-earths giant
Green Car Congress
DECEMBER 4, 2021
The Wall Street Journal reported that China will create one of the world’s largest rare-earths companies with the aim of maintaining its dominance in the global supply chain of the strategic metals as tensions deepen with the US. of China Ltd. I.e., even rare earths mined overseas are sent to China for final processing.
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