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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.

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

Green Car Congress

The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy. Global Nickel Trade and Chinese Dominance.

China 416
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IEA forecasts world oil demand to hit record 101.9 million b/d in 2023; non-OECD to account for 90% of growth

Green Car Congress

Extra cuts by OPEC+ will push world oil supply down 400 kb/d by end of 2023. mb/d from 1Q23 to 2Q23, as runs in the US normalize and with Chinese activity materially higher than a weak 2Q22 baseline. Jet/kerosene accounts for 57% of 2023 gains. From March-December, gains of 1 mb/d from non-OPEC+ fail to offset a 1.4 mb/d versus 4.6

Oil 186
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EIA: New refineries will increase global refining capacity in 2022 and 2023; China leads

Green Car Congress

After Russia began its full-scale invasion of Ukraine in late February 2022, the impacts of reduced global refining capacity were exacerbated. High-capacity refineries require access to reliable sources of crude oil inputs to maintain higher utilization and to a sufficiently large pool of potential customers to supply.

Global 448
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Tesla’s production expansion, surging oil prices bring stock upgrade from Daiwa Securities

Teslarati

Tesla has established the Chinese factory as an export hub for European customers while Gigafactory Berlin awaits final approval. While other automakers have struggled with parts and chip shortages, Tesla has done a better job than any other manufacturer in navigating through the lack of supply. The factory in Shanghai manufactured 51.7

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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 76
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Is Russia’s Hypersonic Missile Vulnerable?

Cars That Think

On 6 May Ukrainians shot down a Kinzhal outside Kiev using a Patriot air-defense system, supplied by the United States just weeks before. The matter is being closely scrutinized not only in Ukraine but throughout the world, because hypersonic missiles now figure prominently in the military calulations of great powers.

Ukraine 120