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Benchmark: battery supply chain hit by Chinese energy cuts

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Hunan and Inner Mongolia are among the most affected areas of the battery supply chain, with the former a production hub for cathodes and the latter a hub for synthetic graphite anode processing.

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 Chinese feed-in tariff will be critical to this project. First Solar CEO Mike Ahearn.

Solar 170
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Benchmark: China dominates Li-ion battery supply chain

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China dominates the global Li-ion battery supply chain to the extent that removing the country in favor of European or North American alternatives will be difficult, according to analysis by Benchmark Minerals Intelligence. Much of this is also sourced from Chinese-owned mines in the DRC.

Li-ion 293