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. Sustainability and carbon emissions associated with the supply chain are of growing importance.

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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 Starr Transnational China Fellow; Gabriel Collins, the Baker Botts Fellow in Energy and Environmental Regulatory Affairs; and Jacob Koelsch, student research assistant in the institute’s Center for Energy Studies.

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Roskill: China’s XTC signs deals with GEM to secure cathode precursor materials supply

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Roskill reports that China-based cathode producer XTC New Energy Materials, a unit of Xiamen Tungsten, signed a supply agreement with Jingmen GEM, a subsidiary of GEM. Under this agreement, Jingmen GEM will supply 5-15 ktpy of cobalt tetroxide and 15-35 ktpy of lithium nickel cobalt manganese oxide (NCM) precursor materials to XTC New Energy Materials until the end of 2023. In September, XTC signed a similar agreement with CNGR, China’s leading precursor supplier.

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EIA: China processed record amounts of crude oil in 2021 but exported less gasoline and diesel

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China processed record amounts of crude oil in 2021 to meet rising domestic consumption of petroleum products, according to analysis by the US Energy Information Administration (EIA). In addition, China’s refiners met their petroleum product export quotas in the first half of the year.

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Zhejiang Methanol Hydrogen and Element 1 partner to deliver hydrogen generation technology to Greater China

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— to drive methanol-based hydrogen generation technology and commercialize e1NA’s technology throughout Greater China. The JV will work with listed companies across China to develop integrated hydrogen production and fueling stations in Qingdao, Wuhan, Jiaxing, Wuxi and other cities.

GlobalData: Western weaknesses in Li-ion supply chains will slow EV adoption, show China’s dominance of the EV market

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million cars produced each year by 2026—with more than half coming from China. China also dominates the lithium-ion battery supply chain, specifically in terms of battery cells, cathode and anode production, and chemical refining. You can’t just click your fingers and make a fully working lithium-ion battery supply chain appear—it takes time. Western economies are quite far behind China already, with the country having held an 80.5%

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WSJ: China to create new state-owned rare-earths giant

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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. The new firm will be called China Rare Earth Group and will be based in resource-rich Jiangxi province in southern China as soon as this month, the sources said. of China Ltd.

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Tesla to receive battery supply from BYD, claims auto executive


It appears that Tesla will soon be receiving batteries from another supplier in China. During a recent interview with local media, a BYD executive stated that the Chinese car and battery maker would be supplying the American EV company with batteries. . News Featured Tesla Tesla China

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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

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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.

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Shell starts up 20 MW hydrogen electrolyzer in China

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Shell has started operations at the power-to-hydrogen electrolyzer in Zhangjiakou, a joint venture between Shell (China) Limited and Zhangjiakou City Transport Construction Investment Holding Group Co. The electrolyzer—one of the world’s largest—will provide about half of the total green hydrogen supply for fuel cell vehicles at the Zhangjiakou competition zone during the Winter Olympic Games, set to begin on 4 February 2022. China Hydrogen Hydrogen Production

BorgWarner supplying dual inverters and iDM220 integrated drive module to Chinese OEMs

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BorgWarner will supply dual inverters for two premier Chinese OEMs. BorgWarner also recently announced it will be supplying its iDM220 integrated drive module to a leading Chinese luxury New Energy Vehicle (NEV) brand. China Electric (Battery) Motors Power Electronics

Benchmark: battery supply chain hit by Chinese energy cuts

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Benchmark Minerals reports that China’s ongoing energy shortage, which has seen local governments enforce intermittent power cuts since July 2021, has begun to affect domestic anode and cathode production as several producers were forced to scale back production in late Q3. Hunan and Inner Mongolia are among the most affected areas of the battery supply chain, with the former a production hub for cathodes and the latter a hub for synthetic graphite anode processing.

Tesla China’s battery supply set to increase with CATL share sale


Tesla’s battery supply for its cars made in China is set to expand. The electric automaker’s battery cell supplier in China, Contemporary Amperex Technology Co. Credit: Tesla Greater China/Twitter.

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Honda outlines electrified vehicle strategy for China; unveils new EV models

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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. Honda envisions exporting these models from China.

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SEMI: 200mm semiconductor fab capacity set to surge 21% to mitigate supply-demand imbalance

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Regionally, China will lead the world in 200mm capacity with 21% share in 2022, followed by Japan with 16% and Taiwan and Europe/Mideast at 15% each. Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2

NTN to supply in-wheel motors to EV startup FSAT in China

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Japan-based NTN, a leading global supplier of hub bearings and driveshafts, will supply in-wheel motor technology to EV startup Changchun Fawsn Auto Tech (FSAT), established in October 2017 by FAW Group. China Motors Vehicle DynamicsFSAT will exhibit a prototype vehicle at the upcoming Beijing Motor Show. NTN’s latest in-wheel motor. NTN began work on in-wheel motors in 2003, deploying and testing successive iterations on different types of compact, lightweight EVs.

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Tesla signs 5-year lithium supply deal with Australia’s Liontown Resources: Report


Tesla signed a 5-year lithium supply deal with Liontown Resources, which is expected to commence in 2024. Liontown will supply Tesla with Lithium Spodumene Concentrate from the battery metal company’s new AU$473 million ($338M) Kathleen Valley Lithium Project in Western Australia.

Benchmark Mineral: China’s zero-COVID policies weigh on lithium and cobalt prices

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China’s “zero-COVID” policy could slow sales of electric vehicles this month as consumers in the country’s biggest city remain at home. At the same time logistical difficulties caused by the lockdowns in Shanghai and elsewhere are disrupting supply chains for automakers and battery producers. Ken Brinsden, chief executive of Australian lithium producer Pilbara Minerals, said this week that the automotive shutdowns in China had not impacted lithium demand.

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Roskill: Myanmar crisis set to disrupt rare earth supply availability

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The coup and resulting state of emergency quickly resulted in concerns in China over metal and mineral supplies from its neighbor. Myanmar is the world’s third-biggest miner of tin and in 2020 accounted for more than 95% of China’s imports of tin concentrate, used by smelters to make refined tin for circuit-board soldering. China’s overall import reliance is 30-35%. global supply.

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. Causes of supply disruptions.

Cummins & Sinopec launch JV to produce and promote green hydrogen technologies in China

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and China Petrochemical Corporation (Sinopec Group) have formed a 50:50 joint venture: Cummins Enze (Guangdong) Hydrogen Technology Co., Cummins Enze, located in Foshan, Guangdong Province in China, will initially invest $47 million (RMB 300 million) to locate a manufacturing plant to produce proton exchange membrane (PEM) electrolyzers. As one of the largest hydrogen energy suppliers in China, Sinopec's annual hydrogen production reaches 3.5 Irwin Miller visited China.

GlobalData: China to rule EV landscape in 2022

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In its latest report, Tech, Media, & Telecom (TMT) Predictions 2022 – Thematic Research , data and analytics company GlobalData predicts that Tesla and China are set to maintain their dominance in the EV sector. In the short term, the lithium shortage will barely scuff the shoes of the big players like Tesla and Toyota, as their supply chains are more vertically integrated. China’s EV fleet will be 60% of the world’s total by 2030.

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Report: BYD might supply its Blade LFP battery to Tesla, in China

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Chinese automaker BYD might supply its Blade lithium iron phosphate (LFP) battery tech to Tesla for Chinese-market electric cars, according to a report from a local news source.

Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

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At this time, the loss of supply from these closures amounted to more than 1% of the total mine supply in 2019. Roskill expects the cobalt market to face more severe supply disruption should the prevention and control measures be further extended on a global scale.

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Tesla Giga Shanghai halts production due to supply chain challenges


Tesla China halted production at Gigafactory Shanghai due to supply chain issues. People familiar with the matter informed Reuters that Tesla suppliers have recently faced supply issues. However, supply chain issues may prevent Tesla China from reaching its goals.

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

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in the April report for the Institute for Supply Management’s Manufacturing Index. This primarily includes dealing with a strained supply chain on critical raw materials, like tungsten, to produce all of those EV-powered automobiles, cranes, trucks and more.

China Yuchai to supply 600 diesels to BAIC for SUVs

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China Yuchai International, a leading manufacturer and distributor of engines for on- and off-road applications in China through its main operating subsidiary, Guangxi Yuchai Machinery Company Limited (GYMCL), announced that GYMCL has received its first order from Beijing Automotive Group Co., BAIC) for 600 YC4Y20 engines that will be used to power BAIC Group’s Beiqi B40L SUVs that will be launched in China in January 2018. —Weng Ming Hoh, President of China Yuchai.

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Benchmark Gigafactories Europe paints grim raw material supply picture; “Auto OEMs will need to become miners”

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Benchmark Mineral Intelligence held its inaugural Battery Megafactories Europe 2022 event in Berlin; the event zeroed in on a number of pertinent points for the continent’s EV and battery supply chain. Even in the most optimistic scenarios where every single raw material project in the pipeline comes on stream and existing operations expand aggressively, there will not be enough raw material for the battery supply chain as we go into 2030.

AustroCel Hallein supplying OMV with celluosic ethanol

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In the first year AustroCel Hallein will supply more than 1.5 AustroCel Hallein GmbH is the market leader in China for textile fibers from coniferous wood, with total revenue of around €130 million.

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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. Without urgent action by the European Union, this issue, if not resolved, threatens thousands of businesses across Europe, their entire supply chains and the millions of jobs that rely on them, the group said. million tonnes, with 87% being produced by China and 39% being used by China.

Hyundai Motor partners with regional firms to establish H2 fuel cell commercial vehicle ecosystem in China

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Hyundai Motor Company is spearheading the development of a hydrogen fuel cell commercial vehicle ecosystem in China with regional partners. Hyundai believes China has a massive potential for hydrogen powered commercial vehicles.

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Giga Carbon Neutrality secures contract for 200 hydrogen and battery EV trucks and machinery in China

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Giga Carbon Neutrality (GCN) has secured a contract to supply 200 hydrogen and battery EV powered heavy trucks and associated engineering machinery from The People’s Government of Ejin Horo Banner, an administrative division of Ordos City of the Inner Mongolia Autonomous Region in China.

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BASF and Heraeus to form JV in China to recover PGMs from spent automotive catalysts

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The new company, named BASF HERAEUS (China) Metal Resource Co., Ltd will be set up in Pinghu, China. China has limited natural resources in Platinum Group Metals (PGMs) consisting predominately of platinum, palladium and rhodium and strongly relies on imports. Ensuring a local supply of recycled precious metals for China is an enabler for a sustainable future. Catalysts China Materials Recycling

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BASF launches $10B Verbund project in China

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BASF officially launched its smart Verbund project in Zhanjiang, Guangdong province, China, and commenced building its first plants. We are pleased to see our mega-investment project in China is progressing. China Manufacturing Materials Plastics

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BHP to supply nickel to Tesla; focus on supply chain sustainability

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BHP will supply Tesla Inc. and to collaborate with them on ways to make the battery supply chain more sustainable through our shared focus on technology and innovation. It adds to two more nickel supply deals that Tesla has likely secured to lock up its expected demand from 2022 onwards with Prony Resources and Vale.

Daimler Truck and CATL expand global partnership on truck-focused batteries and supply

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The supply will go beyond 2030. In 2019, Daimler Truck AG and CATL entered into a global lithium-ion battery cell modules supply agreement for electric series trucks including the Mercedes-Benz eActros, the Freightliner eCascadia and eM2.

Benchmark: growing disconnect between battery demand and raw material supply

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Thee is a growing disconnect between battery demand and raw material supply that could derail Europe’s and North America’s electrification plans, according to Benchmark Mineral Intelligence. Outside of China, Europe and North America are the key regions developing significant lithium-ion cell production capacity.

DSM Engineering Materials expands production of high-performance polymers in China for EVs and E&E

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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. Supplying the automotive, electrics, and electronics markets, China’s specialty engineering materials industry continues to show a healthy growth rate.

GM China launches 2017 Green Supply Chain project

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General Motors China has launched the 2017 Green Supply Chain project. The yearlong initiative aims to improve energy efficiency and reduce emissions at 16 China-based parts and components suppliers that provide parts to GM’s operations around the world. Building on the success of the 2016 program, GM China will offer the new group of suppliers training, energy audits and other support.

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Argonne Lab hosting webinar on blocking threats to rare earth supplies using supercomputers

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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.

New JV in China to produce high-grade Li-ion power battery materials

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Yilong Investment shall also ensure that the production facilities have enough power supply in the form of clean energy, and will assist the JV in obtaining the required regulatory approvals for the construction and operation of the production facilities. In China, clean energy industry has received strong support from governments at both national and local levels as China aims to reach carbon emission peak by 2030 and achieve carbon neutrality by 2060.

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Tesla China is aiming to produce 71k vehicles this June: report


With Gigafactory Shanghai shut down for several weeks and China enacting a strict lockdown, Tesla China’s sales in the country have not been optimal. But the quarter is not over yet, and Tesla China is reportedly looking to end Q2 on a high note. News Featured Tesla Tesla China

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Volkswagen ID.3 debuts in China; third EV intro in six months

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Volkswagen is intensifying its e-offensive in China as part of its ACCELERATE strategy. as the third all-electric model series in China within a mere six months. family are to be delivered to customers in China—subject to the supply situation for semiconductors.

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