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Benchmark: battery supply chain hit by Chinese energy cuts

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Benchmark Minerals reports that China’s ongoing energy shortage, which has seen local governments enforce intermittent power cuts since July 2021, has begun to affect domestic anode and cathode production as several producers were forced to scale back production in late Q3.

Supplies 186
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First Solar Signs MoU for 2GW Solar Power Plant in China

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First Solar signed a memorandum of understanding (MOU) with the Chinese government to build a 2 gigawatt solar power plant in Ordos City, Inner Mongolia, China. The project will operate under a feed-in-tariff which will guarantee the pricing of electricity produced by the power plant over a long-term period.

Solar 170
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Shell, Shenhua to Partner on RD in Advanced Coal Technology; Shell Qualifies 3 Chinese Companies to Manufacture Gasification Technology

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Shell) also qualified three Chinese companies for the manufacture of key equipment for the Shell Coal Gasification Process (SCGP), in order to make the Shell technology more competitive in the Chinese market. Shell has signed 19 licensing agreements with different Chinese users. Shell and Shenhua.

Coal 199
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GE and Shenhua open coal gasification joint venture in China

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At 14%, China holds the most coal reserves in the region, the majority of these reserves are concentrated in the provinces of Inner Mongolia, Shanxi, Shandong, Xinjiang, Qinghai, Gansu and Ningxia. This is not a market access in exchange for technology deal. China contributed 68% towards the region’s total coal production in 2011.

Coal 199
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Benchmark: China dominates Li-ion battery supply chain

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Much of this is also sourced from Chinese-owned mines in the DRC. The majority of this comes either from Inner Mongolia where electricity is cheap, or Sichuan province where there is abundant hydroelectric power. Almost 60% of lithium refining occurred in China, despite just 13% of lithium being mined there.

Li-ion 293