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Benchmark: Chinese cell oversupply putting pressure on Tier 3 producers

Green Car Congress

Benchmark’s Lithium ion Battery Cell Database shows the Chinese market’s surplus will continue to grow to at least 2030. This makes the non-Chinese market vital for producers in the country to find customers. Such producers cannot supply the huge, and ever-growing, electric vehicle market.

Chinese 259
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Chinese manufacturers to ramp up production of graphene nanotube dispersions for EV batteries

Green Car Congress

Electric vehicle manufacturers are searching for a significant increase in energy density, an improvement of fast-charging capabilities, and a reduced cost for lithium-ion batteries. Introducing OCSiAl’s graphene nanotubes into anode and cathode formulations makes it possible to reach 300 Wh/kg energy density and even go beyond this.

Chinese 273
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Nikkei analysis finds Tesla relies on China for 40% of battery supply chain

Green Car Congress

An analysis by Nikkei in Japan concludes that nearly 40% of the suppliers for materials used in Tesla’s electric vehicle batteries are Chinese companies. Nikkei sent a letter to Tesla asking about its dependence on Chinese suppliers but said that it had received no reply by the publication deadline.

Supplies 150
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Benchmark bumps BYD up to top tier of EV battery manufacturers; 2nd China cell maker on list

Green Car Congress

Benchmark Mineral Intelligence has elevated Chinese lithium-ion battery cell and automaker BYD to Benchmark’s top tier EV battery cell manufacturer status joining CATL, Envision AESC, LG Energy Solution, Panasonic, Samsung, and SK Innovation as tier one cell manufacturers. Supplier to domestic Chinese EV market.

BYD 389
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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

Green Car Congress

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.

Li-ion 459
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UP Catalyst offering carbon-negative graphite for European battery supply chain

Green Car Congress

China is the leading graphite producer, dominating the entire supply chain for lithium-ion batteries. Samsung SDI, LG Chem, and Panasonic—the three largest manufacturers of lithium-ion batteries—are all looking for sustainable alternatives thus putting a strain on Chinese imported graphite.

Carbon 186
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EU Could End Reliance On Chinese Battery Supply Chain By 2030 Says T&E

CleanTechnica EVs

It’s well known that over the past decade, China has pretty much dominated the lithium-ion battery supply chain. It controls the supply of lithium as a raw material and virtually every step in the supply chain that goes into making that lithium suitable for making EV batteries.

Supplies 110