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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.

Supplies 186
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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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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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Coal-powered synthetic natural gas (SNG) plants being planned in China would produce seven times more greenhouse gas emissions than conventional natural gas plants, and use up to 100 times the water as shale gas production, according to a new study by Duke University researchers published in the journal Nature Climate Change.

Gas 220
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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