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Benchmark: battery supply chain hit by Chinese energy cuts

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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. In the long-term, China seeks to guarantee resource security by addressing the structural issues behind the current electricity supply shortage.

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Teco to begin producing E-Bus hub motors in April, May

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Taiwan’s Teco Group will start producing the first batch of in-wheel (hub) electric motors in April or May, according. The hub motors will be installed in electric buses in Japan, with each vehicle using eight such propulsion devices. who will soon unveil such product in partnerships with Chinese companies.

Motor 170
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Duke study finds China’s synthetic natural gas plants will have heavy environmental toll; 2x vehicle GHG if used for fuel

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As part of the largest investment in coal-fueled synthetic natural gas plants ever, the central Chinese government recently approved construction of nine large-scale plants capable of producing more than 37 billion cubic meters of synthetic natural gas annually. These plants are coming online at a rapid pace. —Chi-Jen Yang.

Gas 220
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$1.1B Huineng SNG plant goes on-stream transforming coal into natural gas in China

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Haldor Topsoe A/S announced that Huineng, a large-scale SNG (Substitute Natural Gas) plant, went successfully on-stream near the city of Ordos, located in Inner Mongolia in the northern part of China. The Huineng SNG plant is owned and operated by the private Chinese company Huineng Coal Electricity Group and represents an investment of US$1.1

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First Solar Signs MoU for 2GW Solar Power Plant in China

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First Solar signed a memorandum of understanding (MOU) with the Chinese government to build a 2 gigawatt solar power plant in Ordos City, Inner Mongolia, China. The project will operate under a feed-in-tariff which will guarantee the pricing of electricity produced by the power plant over a long-term period.

Solar 170
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Benchmark: China dominates Li-ion battery supply chain

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Much of this is also sourced from Chinese-owned mines in the DRC. The majority of this comes either from Inner Mongolia where electricity is cheap, or Sichuan province where there is abundant hydroelectric power. Almost 60% of lithium refining occurred in China, despite just 13% of lithium being mined there.

Li-ion 293