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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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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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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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BMW Group announces local production of NEUE KLASSE in China from 2026, new gen 6 battery plant

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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. Following the market launch in 2025, models of the next vehicle generation will also be produced from 2026 onwards by BBA in Shenyang.

BMW 457
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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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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