article thumbnail

GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

The evolving situation in Russia and Ukraine has already caused unprecedented increases in the price of nickel. Geopolitical issues such as the Russia-Ukraine situation disturb the fine balance of battery metal supply chains. Trading had yet to resume as of 10 March.

article thumbnail

Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

Green Car Congress

How Electrifying Transport and Chinese Investment are Playing Out in Indonesia —focuses on nickel as a critical mineral, but has implications for the broader minerals and materials supply chains needed for broad-scale energy transition. Global Nickel Trade and Chinese Dominance. The detailed report— Need Nickel?

China 416
article thumbnail

The U.S.-China Chip Ban, Explained

Cars That Think

Commerce Department issued new rules that clamped down on the export of certain advanced chips—which have military or AI applications—to Chinese customers. has blocked chip sales to individual Chinese customers. In response to the Russian invasion of Ukraine earlier this year, the U.S. It has now been over a month since the U.S.

China 91
article thumbnail

Tesla Model 3 and Model Y receive latest round of price increases in US and China

Teslarati

While the Tesla Model 3 and Model Y remain strong contenders in both the US and Chinese markets, the vehicles have received a number of key price adjustments over the past year. Just recently, nickel surged above $100,000 per metric ton on the London Metal Exchange, prompting a trading halt.

Price 98
article thumbnail

Manganese Could Be the Secret Behind Truly Mass-Market EVs

Cars That Think

VW, despite its EVs outselling Tesla in Europe, is under intense competitive pressure from Tesla, and in the Chinese market where VW underperforms. Global nickel stockpiles were already dwindling before Russia’s invasion of Ukraine in February. VW is already building EV factories in Tennessee and China.

Market 116