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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. Chinese manufacturers, like CATL, have come from nothing to being world-leading in less than 10 years.

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Roskill: Niobium industry looking for a future beyond steel; Li-ion batteries a possibility

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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.

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Li-ion maker Boston Power secures US$290M from two local Chinese governments for expansion

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Li-ion maker Boston Power has secured US$290 million in local government financial support for the expansion of its two facilities in China. The company’s Liyang facility will receive a total investment of $160 million, increasing its manufacturing capacity fivefold by 2016. —Sonny Wu, chairman of Boston Power.

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Roskill: record cobalt deals in Q1 2018 show raw material procurement for Li-ion batteries revving up

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There is now a significant wave of interest in battery raw material supply security, mainly from Asia, to underpin the growth of Li-ion battery production over the next decade. Earlier post.) Under the deal, LG Chem will raise around US$225 million by 2020 to set up the precursor and cathode JVs in China.

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DOE awarding $1.6B to 11 battery materials separation and processing projects as part of $2.8B funding

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billion to 21 projects to expand domestic manufacturing of batteries for electric vehicles (EVs) and the electrical grid and for materials and components currently imported from other countries. billion will go to 11 projects in the materials separation and processing segment of the supply chain. Li 2 O spodumene concentrate.

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Syrah Resources successfully produces Li-ion battery grade spherical graphite; market numbers

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The battery market currently represents approximately 23% of global flake graphite output and is expected to be a rapidly growing sector due to lithium ion (Li-ion) battery demand (Source: Benchmark Minerals). Specifications achieved by Syrah include fixed carbon of 99.96%, d50 of 15.64

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Benchmark: Li-ion battery pipeline could exceed 6 TWh by end of decade

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Global lithium ion production capacity could reach over 6,000 GWh (6 TWh) by the end of the decade based on current plans, as companies accelerate gigafactory construction in Europe and the US, according to Benchmark Mineral Intelligence. Battery capacity is currently growing at twice the speed of lithium raw material supply.

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