CN EV Post

NOVEMBER 7, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

Supplies 95

Supplies Cars Auto Sale 95

Green Car Congress

JUNE 26, 2023

Saudi Arabia has cut a number of deals recently that coud make the country’s lithiu-ion supply chain the most developed in the Middle East, according to an analysis by Benchmark Mineral Intelligence. Rabigh Refining & Petrochemical Company will supply feedstock in the form of decant oil. Earlier post.)

Saudi Arabia 170

Saudi Arabia Supplies Building Chevron 170

CN EV Post

NOVEMBER 6, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

Supplies 74

Supplies Auto Sale Companies 74

CN EV Post

NOVEMBER 6, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

Supplies 73

Supplies Auto Sale Companies 73

Teslarati

MARCH 12, 2024

Morgan Stanley forecasted that the Chinese battery supplier will return to solid profit growth later in 2024. CATL’s first Beijing battery plant will supply cells to Li Auto and Xiaomi Auto. The Chinese automaker appears to be strengthening its position in China by working with other prominent companies domestically.

Price 92

Price Chinese North America Buy 92

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.

Market 195

Market Li-ion Batteries Battery 195

Green Car Congress

JUNE 20, 2023

Globally, the battery industry needs to invest at least $514 billion across the whole supply chain to meet expected demand in 2030, and $920 billion by 2035, according to a new analysis by Benchmark. Demand for lithium ion batteries is forecast to grow to 3.7 This year, the world is forecast to produce 1.0 Closing this 2.7

Industrial 243

Industrial Industry Global Lithium Ion 243

Green Car Congress

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.

Supplies 186

Supplies Chinese 2016 Wind 186

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.

Industrial 369

Industrial Industry Lithium Ion General Motors 369

Green Car Congress

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.

Companies 243

Companies Global Argentina Chinese 243

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.

Renewable 199

Renewable Czech Republic Supplies Energy 199

Green Car Congress

SEPTEMBER 5, 2023

Automotive companies are increasingly turning to manganese-intensive forms of battery chemistry due to lower cost structures and improved performance. Chinese cathode companies are also expanding production of LMFP cathodes where manganese’s properties can improve performance at a lower-cost.

Batteries 195

Batteries Battery Louisiana Lithium Ion 195

Green Car Congress

MAY 14, 2022

Benchmark forecasts lithium demand in 2030 will reach 2.4 million tonnes more than the 600,000 tonnes of lithium Benchmark forecasts will be produced in 2022. By 2030, there will also be a deficit of 230,000 tonnes of refined nickel, as assessed by Benchmark’s Nickel Forecast. Benchmark Lithium Price Index as of 22 April 2022.

Industrial 307

Industrial Industry Indonesia China 307

Green Car Congress

JUNE 4, 2023

Overall, despite nickel demand growth, which has averaged 7% per annum since 2015, Indonesia is creating a supply glut and losing potential revenue by selling the country’s nickel resources at substantial discounts. The forecast for nickel supply in 2023 is almost unchanged at 3.45 Mt to 3.22 Mt (7% year-on-year growth).

Market 304

Market Indonesia Russia Supplies 304

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

SEPTEMBER 21, 2022

The company is looking at future low-carbon sources of energy including technologies that can enable the high-volume transportation of zero-emission fuels. Using economic models and energy demand forecasts, the two companies will determine the viability and cost effectiveness of industrial-scale ammonia crackers.

Hydrogen 186

Hydrogen Global Supplies MIT 186

Green Car Congress

APRIL 21, 2021

With an identical manufacturing process to conventional Li-S and Li-ion, the delivery of the Quasi Solid-State batteries is achievable by late Autumn 2021, the company claims. Independently of the above, OXIS has set forecast targets of 600 Wh/kg and 900 Wh/L to be achieved by 2026. The cell capacity will range between 10-20 Ah.

Li-ion 435

Li-ion Lithium Sulfur Supplies Energy 435

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. After growing at a CAGR of 6.4% After growing at a CAGR of 6.4%

Supplies 360

Supplies Global Escape 2020 360

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

Teslarati

SEPTEMBER 28, 2021

Earlier today, GLJ Research released its Q3 2021 delivery forecast at 223,000 vehicles, which is slightly above consensus estimates. Tesla delivered 201,250 electric cars in Q2 , despite global supply chain and logistics challenges. The post Tesla’s biggest bear sets Q3 delivery forecast at 223k appeared first on TESLARATI.

Norway 136

Norway Tesla Sale Batteries 136

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

Tesla 145

Tesla 2020 Japan Batteries 145

Green Car Congress

JULY 31, 2019

Energy storage installations around the world will multiply exponentially, from a modest 9GW/17GWh deployed as of 2018 to 1,095GW/2,850GWh by 2040, according to the latest forecast from research company BloombergNEF (BNEF). Batteries will increasingly be chosen to manage this dynamic supply and demand mix.

Energy Storage 225

Energy Storage Grid Global Energy 225

Teslarati

JANUARY 12, 2022

On Wednesday, January 12, Brandenburg’s Economics Minister Jörg Steinbach stated that the Frankfurt (Oder) administrative court’s judgment on the water supply lawsuit concerning Eggersdorf waterworks would not affect Tesla Giga Berlin’s approval process. In its 2020 application, Tesla forecasted that Giga Berlin would consume 3.3

Water 145

Water Supplies Tesla 2020 145

Green Car Congress

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.

Fuel 334

Fuel Vehicles Asia Hydrogen 334

Green Car Congress

OCTOBER 5, 2022

Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. times from now until 2030, despite efforts to develop cathode capacity in the rest of the world—forecast to increase only 2.8

China 243

China Production Global North America 243

Teslarati

FEBRUARY 22, 2023

While Lucid highlighted that it was able to exceed its adjusted vehicle production goal last year, the company’s production guidance for 2023 was very conservative. The company also delivered 1,932 vehicles in the same period. Lucid noted that this amount is expected to fund the company at least into the first quarter of 2024.

Saudi Arabia 98

Saudi Arabia Arizona Motor Motors 98

Green Car Congress

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.

Hydrogen 170

Hydrogen Transportation Gas Power 170

Green Car Congress

DECEMBER 17, 2021

The rapid growth of the hybrid and electric vehicle segment could potentially cause demand for electrical steel to outpace supply from 2025, according to a new report by a team of analysts from the Automotive Supply Chain and Technology team at IHS Markit. Supply is extremely limited in North America.

Supplies 243

Supplies Cleveland Electric Electrical 243

Green Car Congress

APRIL 12, 2022

SEMI connects more than 2,500 member companies and 1.3 The SEMI 200mm Fab Outlook Report lists more than 330 fabs and lines and includes 64 changes across 47 fabs since its most recent update in September 2021. million professionals worldwide to advance the technology and business of electronics design and manufacturing.

Supplies 454

Supplies Taiwan 2013 Japan 454

Green Car Congress

APRIL 16, 2021

Strategy Analytics’ Automotive Connected Mobility service released its H1 2021 Global Ride-Hailing Market Update and its associated Global Ride-Hailing Forecast , tracking more than 140 unique operators across 119 different countries. over the next 10 years, with a global market recovery expected toward the end of 2022.

2020 243

2020 Global Market Connect 243

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.

2020 186

2020 Supplies Chile South America 186

Green Car Congress

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.

Gasoline 505

Gasoline Motor Motors Motoring 505

Teslarati

JUNE 9, 2022

China’s Nio said this morning it is forecasting fewer deliveries of its electric vehicles this quarter due to anti-pandemic restrictions, which are weighing on manufacturing and sales. The strict regulations put a burden on automotive supply networks and discouraged EV enthusiasts from purchasing vehicles.

Manufacturer 71

Manufacturer Chinese China Sale 71

Green Car Congress

APRIL 18, 2023

The company is expected to start production in the first quarter of 2026. billion) in the economy, contribute to the generation of 90,000 direct and indirect jobs and reduce CO 2 emissions by up to 80% with the replacement of fossil fuel, which will make the company one of the largest producers of renewable fuels in the world.

Brazil 296

Brazil Renewable Diesel Oil 296

Green Car Congress

JULY 5, 2021

The company has acquired 100% of the shares of the US company ViCTORi LLC, better known as VAIREX air systems, effective 2 July 2021. In the future, Eberspächer will offer air supply components for fuel cell systems. Automotive supplier Eberspächer is entering the fast-growing market of hydrogen and fuel cell technology.

Hydrogen 418

Hydrogen Market Fuel Colorado 418

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. In its 2009 forecast on EV batteries, Pike forecast that Li-ion prices would drop to $470 per kWh in 2015. billion annually in 2011 to more than $14.6 —John Gartner. (In

Li-ion 324

Li-ion 2017 Price Batteries 324

Baua Electric

JULY 5, 2023

AlixPartners forecast China’s total auto gross sales would develop 3 p.c It forecast expansion to 30.6 executive has supplied $12 billion in subsidies over that week, AlixPartners mentioned. China’s marketplace additionally faces immense overcapacity, and Dyer forecast a flow of consolidation. this life to 24.9

Chinese 52

Chinese Sale Automobile Asia 52