Baua Electric

MAY 16, 2024

Applied Materials forecast third-quarter results above Wall Street estimates on Thursday, following strong demand for its semiconductor tools , but failed to meet lofty investor expectations. The company’s shares, which have rallied about 32% so far this year, fell about 1.2% in extended trading. billion, according to LSEG data.

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Auto Taiwan Insight United States 52

Green Car Congress

MARCH 14, 2023

IDTechEx forecasts that the second-life EV battery market will reach US$7B in value by 2033. This brings value to cross-sector stakeholders, including EV/battery manufacturers, EV customers, utilities, grid operators, energy companies, and electricity consumers. Li-ion battery circular economy.

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Market Li-ion Batteries Battery 195

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APRIL 24, 2021

The resulting company will have a A$4-billion (US$3.1-billion) The merged entity will also be the fifth-largest lithium company by production according to Benchmark’s Lithium Forecast, with Orocobre and Galaxy’s active assets delivering a combined capacity of around 35,000 tpa LCE. —Galaxy Chairman Martin Rowley.

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Green Car Congress

JUNE 4, 2023

This was caused not only by a 45% price increase in 2022 and a subsequent correction, but also by worsening market fundamentals. At the same time, robust demand for nickel in alloys and special steel sectors supports prices of the exchange-traded Class 1 nickel. The forecast for nickel supply in 2023 is almost unchanged at 3.45

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Market Indonesia Russia Supplies 304

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NOVEMBER 8, 2016

In its new rare earths market report with forecasts out to 2026, Roskill, a leader in international metals and minerals research, observes that the permanent magnet and catalyst sectors will continue to provide the largest markets for rare earths in the next ten years to 2026. Lanthanum and cerium prices will be limited by surplus supply.

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Supplies Chinese 2016 Wind 186

Green Car Congress

FEBRUARY 20, 2022

Australia-based battery materials company Liontown Resources Limited entered into a legally binding sales and purchase term sheet with electric vehicle manufacturer Tesla for the supply of spodumene concentrate. Li 2 O and 130ppm Ta 2 O 5 , Kathleen Valley is forecast to initially produce ~500 ktpa of SC6.0

Supplies 243

Supplies Tesla Australia Price 243

Green Car Congress

AUGUST 5, 2023

The company is also targeting 50% of all its vehicles in the US and 100% of all its passenger vehicles in Europe to be electric by 2030. In 2022, the company produced just over 1.3 Benchmark’s high case scenario forecasts that 7.0 With the amount of lithium production forecast by Benchmark for 2030, only 3.2 million EVs.

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Industrial Industry Lithium Ion General Motors 369

Green Car Congress

SEPTEMBER 27, 2022

Canada-based Euro Manganese (EMN) signed a non-binding Memorandum of Understanding (MoU) with Norwegian state-owned company Statkraft for the long-term supply of carbon-free renewable energy for Euro Manganese’s flagship Chvaletice Manganese Project (CMP) in the Czech Republic. The MoU is one result of this ongoing process.

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Renewable Czech Republic Supplies Energy 199

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JANUARY 16, 2022

The 2021 shipments exceeded the forecast of 85 fuel cell vehicle deliveries set by the company in February 2021, prior to the deteriorating global supply chain that seriously impacted the production plans of zero-emission and traditional vehicle suppliers alike.

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Fuel Vehicles Asia Hydrogen 334

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FEBRUARY 4, 2021

In its second quarterly update to its Lithium: Outlook to 2030, 17 th Edition report, Roskill maintains the view that future refined lithium supply will remain tight, with a period of sustained supply deficit in the mid-2020s. The lithium-ion battery supply chain does not only depend on lithium.

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Industrial Industry Lithium Ion Li-ion 337

Green Car Congress

JANUARY 12, 2020

In August 2019, CRU reported on the steady slide in prices that has occurred in the lithium market since the beginning of the year. Since then, prices have continued to fall, CRU notes. Lithium hydroxide has fallen by 30% to RMB 74,500/t, according to CRU’s price assessments. The rest of the lithium market is fragmented.

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Price China Sale 2019 243

Green Car Congress

SEPTEMBER 29, 2020

Demand growth of the 2020s will soon be dwarfed by the astronomical demand growth of the 2030s, according to a new forecast by Adamas Intelligence. Therein lies the real defining challenge and opportunity facing the global rare earth industry today, the company said. and prices projected to increase at CAGRs of 5.6%

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Supplies Global Escape 2020 360

Green Car Congress

MARCH 12, 2012

billion by 2017, the market intelligence firm forecasts. billion and 28 million kWh market that Pike Research also forecasts by 2017. Reducing the installed price of EV batteries to $523 per kilowatt hour in 2017 will be a critical step towards making PEVs cost-competitive with petroleum-powered vehicles. —John Gartner. (In

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Li-ion 2017 Price Batteries 324

Teslarati

MAY 10, 2021

Tesla’s demand for automotive batteries has driven supplier Panasonic’s profitability forecast up 30% this year as the Japanese company looks to rebound from lockdowns and lackluster demand in 2020 caused by the coronavirus. Forecasts for Panasonic’s overall operating profit project 27.6% billion yen ($292.43

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Tesla 2020 Japan Batteries 145

Teslarati

SEPTEMBER 28, 2021

Johnson has been the most outspoken critic of the electric automaker for several years, holding extremely low price targets and never shying away from his very public sell rating. Earlier today, GLJ Research released its Q3 2021 delivery forecast at 223,000 vehicles, which is slightly above consensus estimates.

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Norway Tesla Sale Batteries 131

Baua Electric

APRIL 28, 2024

SK Innovation Co Ltd said on Monday its SK On battery-making unit is on target to breakeven in the second half of this year after it posted a forecast-beating operating profit in the first quarter, sending its shares up over 6.0%. That compared with an average analyst forecast of 466 billion won. First-quarter revenue fell 1.5%

Auto 52

Auto Batteries Battery South Korea 52

Green Car Congress

APRIL 14, 2020

Based on company announcements to date related to operation scale-downs and closures, as well as national, provincial and local governmental measures, Roskill estimates that approximately 110Kt of mined LCE production could be lost over the course of 2020, due directly to actions taken to prevent the spread of COVID-19.

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2020 Supplies Chile South America 186

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JANUARY 12, 2023

The parties intend to enter an offtake agreement, whereupon the pricing mechanism and minimum tonnages outlined in the term sheet would become binding upon the signing by the parties of a legally binding offtake agreement, together with any other agreements necessary to give effect to the project.

Czech Republic 210

Czech Republic Batteries Battery Legal 210

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JULY 18, 2020

The Mobility Dynamic Index Forecast Module identifies the changes in travel mobility caused by the evolution of the COVID-19 pandemic and government orders. An effective forecast or estimate of the pandemic impacts could help people to well prepare and navigate around unknown risks. —Ou et al.

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Gasoline Motor Motors Motoring 505

Baua Electric

FEBRUARY 29, 2024

billion forecast. Chile’s SQM , the world’s second-largest lithium producer, on Wednesday posted an 82% fall in its fourth-quarter net profit from a year earlier, below forecasts as prices for the key battery metal continued to slide from earlier peaks. billion forecast.

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Chile Price Auto Insight 52

Green Car Congress

NOVEMBER 5, 2022

Earlier this year, Australian lithium miner Core Lithium entered into a binding term sheet with Tesla for the supply of up to 110,000 tonnes of Li 2 O spodumene concentrate from the Finniss Lithium Project over a term of 4 years, with pricing referenced to the market price for spodumene concentrate, subject to a price floor and ceiling.

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Li-ion Tesla Lithium Ion Price 259

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SEPTEMBER 20, 2017

Navigant Research forecasts that the transportation segment, with hydrogen demand as a catalyst, will jump-start power-to-gas (P2G) demand and further drive down electrolyzer and other infrastructure costs. Navigant notes that P2G offers benefits to the electric grid through the integration of renewable energy sources.

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Hydrogen Transportation Gas Power 170

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DECEMBER 24, 2020

The company plans to construct 45ktpy of lithium hydroxide capacity in two phases and targets a total capacity of 100ktpy by 2025. Yibin Tianyi Lithium has a 5-year offtake agreement with Pilbara to take up to 75ktpy of spodumene concentrate, with an initial 60kt to be supplied in 2020.

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2020 Price Carbon 2018 312

Green Car Congress

APRIL 15, 2017

shale has thrown in another unknown in the mix of factors driving the price of oil. This year, shale output forecasts combine with OPEC’s production cuts, geopolitical factors, and unexpected outages to further complicate supply/demand and oil price forecasts by Wall Street’s major investment banks. shale output.

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Oil Supplies Oil Prices 2017 150

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MARCH 28, 2023

Liontown Resources, an emerging battery minerals producer based in Australia, has rejected an unsolicited, conditional and non-binding indicative proposal from Albemarle Corporation, in which Albemarle would acquire all of the shares in Liontown at a price of A$2.50 per share—valuing the company at approximately US$3.7

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Australia Price Corporation Purchase 259

Green Car Congress

NOVEMBER 23, 2022

Niron Magnetics, a developer of high-performance, rare earth-free permanent magnets ( earlier post ), announced that the US Department of Energy’s (DOE) Advanced Research Projects Agency – Energy (ARPA-E) has awarded the company a $17.5-million With demand expected to triple by 2035, shortages and price increases are also forecasted.

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Grant Production Wind Clean 345

Green Car Congress

MAY 24, 2017

As oil prices remain unsteady and OPEC continues to make headlines every hour, the world is focused on oil’s immediate future. These important questions aren’t getting enough attention according to Johnston, whose firm Eurasia Group foresees a fast-approaching supply gap that Saudi Arabia and U.S. by Haley Zaremba for Oilprice.com.

Oil Prices 170

Oil Prices Oil Saudi Arabia Price 170

Teslarati

MARCH 20, 2023

Tesla ( NASDAQ: TSLA ) investors should prepare for tightening margins as price cuts wage a war between electric vehicle makers, Morgan Stanley said in a note. “We believe EV price cuts are not a fad, but a trend,” analysts wrote in a note. Others have avoided the strategy altogether.

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Price Tesla Affordable Cheap 97

Teslarati

FEBRUARY 25, 2022

Tesla’s ( NASDAQ: TSLA ) plans to expand its production capacity, along with other factors like surging oil prices that could sway consumers to electric vehicles, have contributed to Daiwa Securities analysts upgrading their outlook on the automaker’s stock. The factory in Shanghai manufactured 51.7

Oil Prices 145

Oil Prices Oil Price Production 145

Teslarati

JANUARY 9, 2023

Among these was a price reduction on the domestically-produced Model 3 sedan and Model Y crossover. Recent comments from Tesla VP Grace Tao have now provided some insights into these price adjustments. In a recent interview with local Chinese media, Tao was asked about Tesla China’s rather volatile pricing strategy.

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Price Tesla China Supplies 96

Teslarati

MARCH 9, 2022

And according to Morgan Stanley analyst Adam Jonas, the rising price of one particular material — nickel — could result in general electric vehicle prices seeing a $1,000 price increase. Tesla delivered more than 900,000 vehicles last year, and the company intends to keep an annual growth of 50%.

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Electric Vehicles Price Russia Ukraine 121

Green Car Congress

NOVEMBER 25, 2018

ADEME, France’s Environment and Energy Management Agency, carried out a study with IFP Energies nouvelles (IFPEN) on the dynamics of lithium supply and demand, based on different scenarios for the electrification of the global car fleet by 2050. Source: USGS, 2017).

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Supplies Chile Argentina Fleet 236

Teslarati

MARCH 27, 2024

In addition, the United States has an under-supply of affordable EVs and cheap batteries for electric vehicles. Even Europe is leaning towards domestically sourcing and supplying battery cells for electric vehicles. “In Tesla seems to be the first company to collaborate with CATL through LRS.

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Recharge Market Power Powered 139

Green Car Congress

APRIL 2, 2022

Therefore, automakers are committing operational investments of nearly US$600 billion to secure their position in the future automotive market, according to GlobalData, a leading data and analytics company. It is near the top of the game for companies active in the EV space. The company leads in deals (M&A, partnerships, JV, etc.)

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Global Toyota Auto Industry Light 370

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JUNE 27, 2012

Such an increase in capacity could prompt a plunge or even a collapse in oil prices, he suggests. Contrary to some predictions that world oil production has peaked or will soon do so, Maugeri’s projections forecast the biggest jump in any decade since the 1980s.

Oil 261

Oil Oil-Sands Price Production 261

Get Electric Vehicle

FEBRUARY 14, 2024

According to studies conducted by various bodies, the price of lithium, which is the critical element used in EV battery production, would likely decline this year. According to AOCE, the average spot price of lithium hydroxide is expected to drop to about $30,000 per tonne by 2025.

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Supplies Lithium Ion Market Charging 40

Green Car Congress

APRIL 20, 2012

Roland Berger forecasts for LiB market size by vehicle class (left) and region (right). billion to US$9-10 billion by 2015, despite scaled-back forecasts for previously announced models. billion to US$9-10 billion by 2015, despite scaled-back forecasts for previously announced models. Pricing pressures will certainly increase.

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Li-ion 2015 Market Batteries 281