Green Car Congress

APRIL 1, 2020

The COVID-19 has hit the Chinese EV sector hard; CRU, a provider of business intelligence on the global metals, mining and fertilizer industries, believes that weak sales will last at least until early Q2 2020. Nonetheless, it continues to forecast Chinese EV sales growth in 2020 over 2019’s total.

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Chinese Sale China 2020 221

Baua Electric

JULY 5, 2023

AlixPartners forecast China’s total auto gross sales would develop 3 p.c It forecast expansion to 30.6 executive has supplied $12 billion in subsidies over that week, AlixPartners mentioned. That will give Chinese language manufacturers 30 p.c That will give Chinese language manufacturers 30 p.c

Chinese 52

Chinese Sale Automobile Asia 52

Green Car Congress

MAY 14, 2022

Benchmark forecasts lithium demand in 2030 will reach 2.4 million tonnes more than the 600,000 tonnes of lithium Benchmark forecasts will be produced in 2022. As such, Benchmark will now move from bi-monthly to weekly publication of its Chinese lithium prices. million tonnes LCE (lithium carbonate equivalent)—almost 1.8

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Industrial Industry Indonesia China 307

Green Car Congress

JUNE 22, 2018

Automotive applications were the largest market for Li-ion batteries in 2017, with Chinese sales of plug-in electric vehicles (PEV) increasing by around 20% y-o-y. This placed strain on the battery supply chain which is likely to continue, with Roskill estimating that Chinese PEV sales could reach around one million units in 2021.

Supplies 218

Supplies Li-ion Batteries Battery 218

Green Car Congress

AUGUST 5, 2023

Stellantis aims for 100% of its Chinese vehicles to be electric by 2030. Benchmark’s high case scenario forecasts that 7.0 With the amount of lithium production forecast by Benchmark for 2030, only 3.2 Globally, Benchmark’s Lithium ion Battery Database forecasts that 43.7% In 2022, the company produced just over 1.3

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Industrial Industry Lithium Ion General Motors 369

Green Car Congress

SEPTEMBER 5, 2023

Chinese cathode companies are also expanding production of LMFP cathodes where manganese’s properties can improve performance at a lower-cost. Next-generation lithium manganese nickel oxide (LMNO) battery chemistries are also soon to be commercialized; Benchmark forecasts a 6% share by 2030.

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Batteries Battery Louisiana Lithium Ion 195

Green Car Congress

MARCH 13, 2020

Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. Chinese factories are restarting, so the pressure on supply of key components and equipment is likely to ease. Chart: BloombergNEF.

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Energy Storage Renewable Energy Asia 416

Teslarati

MARCH 27, 2024

In addition, the United States has an under-supply of affordable EVs and cheap batteries for electric vehicles. The current political climate between the United States and China discourages Chinese battery suppliers like CATL from distributing their oversupply of batteries to the US.

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Recharge Market Power Powered 136

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. times from now until 2030, despite efforts to develop cathode capacity in the rest of the world—forecast to increase only 2.8

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China Production Global North America 243

Green Car Congress

APRIL 30, 2022

Chinese lithium and cobalt sulfate prices fell this month as strict COVID-19 lockdowns in Shanghai and elsewhere limit demand in the world’s largest electric vehicle market. At the same time logistical difficulties caused by the lockdowns in Shanghai and elsewhere are disrupting supply chains for automakers and battery producers.

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Price Chinese Sale Batteries 279

Teslarati

JUNE 9, 2022

China’s Nio said this morning it is forecasting fewer deliveries of its electric vehicles this quarter due to anti-pandemic restrictions, which are weighing on manufacturing and sales. The strict regulations put a burden on automotive supply networks and discouraged EV enthusiasts from purchasing vehicles.

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Manufacturer Chinese China Sale 62

Green Car Congress

MAY 20, 2013

In a forecast of the Lithium market through 2017, Roskill Information Services estimates that rechargeable batteries will, in the base-case growth scenario, contribute 75% of the growth in forecast lithium demand to 2017, when total demand for lithium is expected to reach slightly more than 238,000t lithium carbonate equivalent (LCE).

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Market Chile Argentina Batteries 296

Green Car Congress

APRIL 24, 2021

The merged entity will also be the fifth-largest lithium company by production according to Benchmark’s Lithium Forecast, with Orocobre and Galaxy’s active assets delivering a combined capacity of around 35,000 tpa LCE. Chinese spot lithium carbonate prices have jumped 90% between December 2020 and end March 2021.

Companies 243

Companies Global Argentina Chinese 243

Green Car Congress

APRIL 5, 2013

In a new report , Navigant Research forecasts that the global market for e-bicycles will grow at a modest rate of 3.1% The e-bicycle market in China is slowing, however, due to a weakened economy, increased consolidation of manufacturers, and supply chain issues in the lead-acid battery market, Navigant says. million sales in 2020).

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2020 Li-ion Market China 278

Green Car Congress

MARCH 17, 2015

Frost & Sullivan forecasts that with the Chinese Government’s push and pull strategy of new energy vehicle development, gasoline powertrains’ unit production market share is expected to slightly reduce to 94.9%, while the electric vehicle (EV) powertrain segment’s share will expand to 4.2% by 2020, up from 0.1%

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2020 Market China Chinese 150

Green Car Congress

JANUARY 12, 2023

The commencement of the initial term shall be subject to successful qualification of the Company’s HPMSM from the Chvaletice Demonstration Plant in Verkor’s supply chain. The price for Chvaletice HPMSM will rise and fall proportionally with the movement of a published HPMSM index, on a rolling three-month quotational period.

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Czech Republic Batteries Battery Legal 210

Green Car Congress

APRIL 16, 2020

EV sales are expected to reach 25% of the Chinese market by 2030. Chinese ICE passenger car market. With Renault support in terms of quality and technologies, JMEV will cover 45% of Chinese EV market in 2022 with 4 core models. million units in 2019 and is forecasted to maintain a steady upwards path. LCV market.

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Light China Commercial Vehicles 378

Green Car Congress

NOVEMBER 14, 2013

ABI Research forecasts that almost one in two cars sold in China by 2018 will be supplied with either an embedded, or hybrid OEM-fitted telematics and infotainment system. In terms of innovation, China is still playing catch-up and relies mostly on the expertise of foreign companies to design systems for the Chinese market.

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Connect Connected 2018 China 199

Green Car Congress

DECEMBER 24, 2020

Yibin Tianyi Lithium has a 5-year offtake agreement with Pilbara to take up to 75ktpy of spodumene concentrate, with an initial 60kt to be supplied in 2020. It also holds a 9% stake in AVZ, an Australian listed mining company which owns the Manono lithium project in DRC.

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2020 Price Carbon 2018 312

Baua Electric

APRIL 12, 2024

CNESA forecast improvements in the economics of battery energy storage in China this year, without providing specifics. CNESA forecast improvements in the economics of battery energy storage in China this year, without providing specifics.

Auto 52

Auto Energy Storage Batteries Battery 52

Green Car Congress

JANUARY 12, 2020

Many market players look to Chinese lithium spot prices as a bellwether of market health and therefore the continued decline of lithium prices in China has put mounting pressure on the global lithium market, CRU says. Chinese EV sales through to July totalled 696,000 this year. Although this marks an impressive 41.5%

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Price China Sale 2019 243

Green Car Congress

APRIL 20, 2012

Roland Berger forecasts for LiB market size by vehicle class (left) and region (right). billion to US$9-10 billion by 2015, despite scaled-back forecasts for previously announced models. billion to US$9-10 billion by 2015, despite scaled-back forecasts for previously announced models. High and low growth scenarios are shown.

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Li-ion 2015 Market Batteries 281

Green Car Congress

NOVEMBER 13, 2022

Rystad Energy forecasts total EV sales this year will reach nearly 10 million units, a 43% jump from 2021 sales. Production capacity in Japan and South Korea—two traditional anode-making hubs in Asia—is stagnating as investments shift towards cell manufacturing amid fierce Chinese competition, Rystad says.

Energy 195

Energy Batteries Battery South Korea 195

Green Car Congress

JANUARY 31, 2016

Initiatives taken by the Chinese government to stimulate commercial funding of new energy vehicles will also contribute to the growing application of fuel cells in the transportation sector in APAC. The US is expected to provide maximum unit shipments during the forecast period. Other key leading countries: Germany.

2019 150

2019 Market Fuel Hydrogen 150

Get Electric Vehicle

FEBRUARY 14, 2024

In its Resources and Energy Quarterly, the Australian Office of the Chief Economist (AOCE) predicted that as the market moves into a phase of excess supply, lithium prices will probably fall this year and BloombergNEF’s annual battery price survey predicts the price of the Lithium-Ion battery will also likely to reduce.

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Supplies Lithium Ion Market Charging 40

Green Car Congress

OCTOBER 20, 2022

billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. It will produce enough material to supply more than 250,000 electric vehicles annually. Of that, $1.6

Parts 459

Parts Batteries Battery Lithium Ion 459

Green Car Congress

APRIL 2, 2022

Broadly, the investments announced focus on the development of production facilities, technology, EV batteries, new product and securing future raw material supply (primarily semiconductors and battery materials). Prior to this, Toyota had only a few BEV models manufactured with its Chinese partner GAC Group. Toyota announced US$70.4

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Global Toyota Auto Industry Light 370

Green Car Congress

JANUARY 23, 2021

In a speech at the China EV100 conference, CATL Chairman Zeng Yuqun observed that global lithium battery market demand will increase significantly starting this year, but added that the growth of capacity supply in the entire industry chain is relatively slow, and effective supply is insufficient.

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China Building Li-ion 2020 257

Baua Electric

APRIL 11, 2024

“In 2024, the entire world is in a stage of reconfiguring supply chains, geopolitics are bringing new challenges to supply chains,” CNESA said in the white paper. CNESA forecast improvements in the economics of battery energy storage in China this year, without providing specifics.

Auto 52

Auto Energy Storage Batteries Battery 52

Green Car Congress

FEBRUARY 8, 2018

In its new ten-year market outlook to 2027, Roskill, a leading provider of international metals and minerals research, forecasts primary nickel consumption to rise by just under 4% per year between 2017 and 2027, driven by increased consumption by stainless steel producers and by growth in demand in the automotive battery sector.

Indonesia 170

Indonesia Batteries Battery Nickel Metal Hydride 170

Green Car Congress

JULY 5, 2012

plug-in hybrid electric vehicles (PHEVs) in China by a greater than five-to-one margin during the forecast period, as the incentives and consumer demand in the country favor emissions-free driving. The Chinese government initially overestimated consumer demand for electric vehicles, and has made adjustments to its incentive policies.

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Plug-in 2017 China Market 239

Green Car Congress

JUNE 2, 2020

In a newly-released report (Nickel Sulphate Outlook to 2029, 3rd Edition) on the nickel sulfate industry, Roskill forecasts that growth from electric vehicles (EVs) will increase the market share of nickel in batteries against the well-established stainless steel industry, making it the key growth area for the nickel demand.

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Li-ion NiCd NiMH 2019 170

Baua Electric

JANUARY 31, 2024

Chinese electric vehicle (EV) battery giant CATL forecast net profit growth of up to 48.1% China’s second-ranked EV battery maker BYD, which unseated Tesla as the top EV maker in sales terms, on Monday forecast its 2023 net profit rose by as much as 86.5%, a much slower pace than the 446% seen in 2022. billion yuan and 45.5

China 52

China Auto Batteries Battery 52

Green Car Congress

FEBRUARY 17, 2020

Consumption has benefited from the restructuring of the Chinese steel industry and from the new regulations prescribing stricter standards for construction. Another key characteristic of the niobium market is its highly concentrated supply. Another key characteristic of the niobium market is its highly concentrated supply.

Li-ion 378

Li-ion Industrial Industry Lithium Ion 378

Green Car Congress

APRIL 30, 2012

Pike Research forecasts that annual sales of electric two-wheel vehicles (e-scooters, e-motorcycles, and e-bicycles) will show robust growth and reach more than 65 million units in 2018. On a cumulative basis, forecasts Pike, sales in. Incumbent players are teaming up with supply chain vendors and. Source: Pike Research.

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Asia 2018 Li-ion China 244

Green Car Congress

JANUARY 30, 2019

Investing in the commodity market can be a roller-coaster ride; what with the incessant boom-and-bust cycles driven by the ebb and flow in infrastructural spending, production ramps/cutbacks and stockpiling/destocking supplies. In terms of feedstock supply, SQM and Albemarle had laid out plans for increased production rates.

2018 278

2018 Supplies 2019 Price 278

Green Car Congress

MARCH 3, 2018

This includes the buoyant Chinese market which has become the largest and fastest growing market for hybrid and full electric vehicles in the world. Together we plan to generate even more business with products tailored to the needs of the Chinese electric vehicle industry. million units in 2020 and 4.3

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China Motor Motors Motoring 218