Green Car Congress

APRIL 13, 2021

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.

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Green Car Congress

JULY 21, 2022

The International Energy Agency (IEA) estimates that global refining capacity decreased by 730,000 barrels per day (b/d) in 2021—the first decline in global refining capacity in 30 years. million b/d since the start of 2020, contributing 184,000 b/d to the global decline in 2021. million b/d in 2022 and by an additional 1.6

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Green Car Congress

AUGUST 5, 2023

The lithium industry needs to invest $116 billion by 2030 if the world is to meet the ambitions targets set by governments and the largest automakers, according to a Benchmark analysis. Stellantis aims for 100% of its Chinese vehicles to be electric by 2030. Globally, Benchmark’s Lithium ion Battery Database forecasts that 43.7%

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Teslarati

NOVEMBER 23, 2023

Stellantis appears to be strengthening its ties in China’s automotive industry. Stellantis recently repurchased €934 million in shares from Chinese auto company Dongfeng as per a pre-existing share repurchase framework. In October, the legacy automaker invested in China-based Leapmotor to expand its global electric vehicle (EV) sales.

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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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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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Green Car Congress

JULY 3, 2020

Mercedes-Benz has entered a far-reaching strategic partnership with the Chinese battery cell manufacturer Farasis Energy (Ganzhou) Co., Key elements of the agreement include the development and industrialization of advanced cell technologies, accompanied by ambitious goals for cost competitiveness. including taking an equity stake.

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Baua Electric

DECEMBER 10, 2023

Chinese semiconductor manufacturers have a significant impact on various aspects of the global business landscape. This dependence can be a vulnerability for businesses if there are disruptions in the supply chain, such as trade tensions, geopolitical issues, or natural disasters affecting production facilities.

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Baua Electric

APRIL 12, 2024

He cited the EU’s investigations into Chinese electric cars, solar panels and wind turbines as examples. Wang Wentao is traveling through Europe for discussions about the European Commission’s investigation into whether China’s electric vehicle industry has benefited from unfair subsidies.

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Green Car Congress

APRIL 21, 2022

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. Global Nickel Trade and Chinese Dominance.

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Green Car Congress

JUNE 18, 2022

Non-OPEC+ is set to lead world supply growth through next year, adding 1.9 Global refining capacity is set to expand by 1 mb/d in 2022 and 1.6 Nevertheless, product markets are expected to remain tight, with a particular concern for diesel and kerosene supplies. OECD industry stocks also rose, by 42.5 mb/d in 2022 to 2.2

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Green Car Congress

OCTOBER 5, 2022

The top four Chinese cathode producers in 2022 combined have more than 1.4 Many of the cathode facilities in planning or under construction are from Tier three producers, who currently do not supply the EV market. The latest of these is GPRO Titanium Industry. million tonnes of cathode capacity in planning or under construction.

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Green Car Congress

JANUARY 9, 2022

Tesla’s embrace of lithium iron phosphate (LFP) batteries has propelled the chemistry into the mainstream of the automotive industry. A global shortage of LFP cell capacity outside of China could hinder wider adoption by western automakers, Benchmark says.

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Baua Electric

MAY 3, 2024

1 restricting Chinese content in batteries eligible for EV tax credits of up to USD 7,500, which sharply cut the number of eligible vehicles. Automakers have since made changes to supply chains and won restored eligibility for many vehicles. New rules took effect on Jan. EV battery chain away from China.

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Green Car Congress

FEBRUARY 1, 2019

Jiangnan Shipyard, owned by China State Shipbuilding Corp (CSSC), has ordered an LPG (liquefied propane gas)-burning MAN B&W 6G60ME-LGIP engine in connection with the building of an 86,000-m 3 VLGC (Very Large Gas Carrier) for Tianjin Southwest Maritime (TSM), the Chinese shipping company.

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Green Car Congress

JULY 14, 2021

Based on a substantial shareholding agreement in May 2020, Volkswagen Group entered a strategic cooperation framework with the major Chinese battery producer headquartered at Hefei. Volkswagen is thus the first global automaker to invest directly in a Chinese battery supplier.

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Baua Electric

APRIL 7, 2024

It said the two partners would share market intelligence about “non-market” policies and practices, which they argue prevail in China, and consult on planned action to address distortions on the global supply chain. were taking “the next steps” regarding legacy semiconductors.

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Green Car Congress

JUNE 22, 2018

The lithium-ion battery industry has been, and will continue to be, the main catalyst for growth; it accounted for close to 50% of consumption in 2017 and is expected to reach over 80% by 2027. By 2027, lithium mine supply is forecast to increase by more than 160%, whilst refined supply is forecast to more than treble to 900,000t LCE.

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Baua Electric

APRIL 30, 2023

Prices for industrial materials such as ferrous and nonferrous metals are plummeting, with steel marking a five-year low as concerns grow about a slowing Chinese economy and a resulting supply glut, reported Nikkei Asia. The increase in inexpensive Chinese steel could hurt steelmakers in other countries.

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Green Car Congress

FEBRUARY 20, 2021

Total visible copper stocks (LME + COMEX + SHFE + Chinese bonded warehouses) amounted to just 560kt at the end of January, noted critical materials supply chain intelligence company Roskill—only 11kt more than the lowest recent stock level of 549kt in December 2019.

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Baua Electric

FEBRUARY 25, 2024

As regular Charged readers know, China completely controls the global graphite market. NAGA believes intervention from the federal government is necessary to protect North America’s nascent graphite industry. The concerns go beyond mere supply shortages. The country could use the new rules to reduce exports of graphite.

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Baua Electric

MARCH 15, 2024

Parts of our key supply chains, including for clean energy, are currently over-concentrated in China,” US Treasury Secretary Janet Yellen said earlier this month during a visit to Chile, home to the largest lithium reserves. The global lithium industry is so interwoven with Chinese capital now that it’s going to be impossible to unpick.

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Green Car Congress

DECEMBER 13, 2020

Copper prices plunged 27% to a low of US$4,617/t in late March as the global impact of COVID-19 became apparent, but copper stabilized and then began to rise, completing a full recovery to its January starting point by the end of July. Underlying Chinese consumption is actually performing much better than most analysts believe, Roskill said.

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Green Car Congress

MAY 14, 2018

A new study finds that the growth of carbon production from Chinese exports has slowed or reversed, reflecting a “new phase of globalization” between developing countries that could undermine international efforts to reduce emissions. The paper is published in Nature Communications.

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Green Car Congress

DECEMBER 1, 2021

Steel is responsible for around 7% of man-made greenhouse gas emissions every year and is one of the world’s most polluting industries. Government and corporate net-zero commitments are pushing the steel industry to cancel out its emissions by 2050. The steel industry cannot afford to wait for the 2040s to start its transition.

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Baua Electric

JANUARY 31, 2024

Volkswagen operates a plant in Xinjiang as part of a joint venture with Chinese state-owned carmaker SAIC Motor. Automakers including Tesla, General Motors, Volkswagen and Toyota are failing to ensure they are not using forced labor as part of their China supply chains, a report released Thursday by Human Rights Watch says.

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Teslarati

MARCH 22, 2024

Meo stated that the center of the global automotive market has gravitated toward Asia. He pointed out that electric vehicles and plug-in hybrids account for 14% of global car sales, led by Asian automakers. In 2023, around 35% of electric vehicles exported worldwide were Chinese. “As Buoyed by its huge domestic market (8.5

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Baua Electric

MARCH 23, 2024

The auto industry is electrifying, and all new cars will be electric in the relatively near future. And yet, the auto industry – which is responsible for more pollution than any other sector, at least in rich countries – still lobbies to worsen emissions reduction targets, even when those targets were already pushed back to begin with.

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Chinese Auto Auto Industry China 52

Green Car Congress

NOVEMBER 8, 2016

Roskill forecasts that the deficit will increase to 2021, making continued growth of NdFeB magnets unsustainable, despite efforts by rare earth producers to increase neodymium supply. Roskill expects that by 2021 the high price of neodymium and concerns over supply availability will make projected growth rates of NdFeB demand unsustainable.

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Green Car Congress

JULY 10, 2018

The Chinese EV battery manufacturer Contemporary Amperex Technology Ltd. CATL develops battery systems for global customers in EV, HEV and PHEV applications; its sales of EV batteries amounted to 11.84 GWh in 2017—making it Nº 1 globally. GWh in 2017—making it Nº 1 globally.

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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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CN EV Post

MARCH 13, 2023

Earlier this year, Tesla did not request the additional supply of BYD batteries for the standard, low-cost trim version of the Model 3 after its contract to supply them expired, the report said, citing industry sources. So right now, it looks like it's Tesla and the Chinese battle, Westly said.

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Green Car Congress

MAY 21, 2021

BASF will contribute its strength as a leading global CAM supplier to the automotive industry with strong technology and development capabilities, global operations footprint, as well as strategic partnerships for raw materials supply. Markus Kamieth, Member of the Board of Executive Directors of BASF SE.

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Green Car Congress

JULY 10, 2018

The Chinese EV battery manufacturer Contemporary Amperex Technology Ltd. CATL develops battery systems for global customers in EV, HEV and PHEV applications; its sales of EV batteries amounted to 11.84 GWh in 2017—making it Nº 1 globally. GWh in 2017—making it Nº 1 globally.

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Germany Chinese Manufacturer Building 150

Baua Electric

APRIL 22, 2024

More than 1 in 5 cars sold globally this year is expected to be electric, with surging demand projected over the next decade, says a new International Energy Agency (IEA) report. The latest IEA Outlook report asserts that global EV sales are set to remain “robust” in 2024, reaching around 17 million by the end of the year.

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The Truth About Cars

MARCH 28, 2024

With an eye on reducing America’s dependence on Chinese batteries and materials, the Act incentivizes automakers to source materials from free-trade-compliant countries and build EVs in North America. The Chinese Ministry of Commerce claimed the Inflation Reduction Act is “discriminatory” and said it has “seriously distorted” supply chains.

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Baua Electric

MARCH 17, 2024

German Tier I component and tech solutions specialist, ZF, is revamping its global supply business model to enhance its focus on India. With this, ZF aims to reduce costs, improve supply chain efficiency, and cater better to the specific needs of the Indian market.

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