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Opinion: Oil Market ShowdownCan Russia Outlast The Saudis?

Green Car Congress

In practice, the call for a change is a call for Saudi Arabia and Russia, the two dominant global crude exporters, which each daily export over seven-plus mmbbls (including condensates and NGLs) and which each see the other as the key to any "balancing" moves, to bear the brunt of any production cuts.

Russia 150
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Rivian links supply chain woes to ongoing Ukraine-Russian conflict

Teslarati

We are currently operating in a period of economic uncertainty, capital markets disruption, and supply chain interruptions, which have been significantly impacted by geopolitical instability due to the ongoing military conflict between Russia and the Ukraine. The company mentioned risks in battery cell pricing and availability.

Ukraine 109
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Tesla shows foresight with undisclosed nickel supply deal with Vale: report

Teslarati

American electric vehicle maker Tesla has shown some remarkable foresight as it reportedly secured an undisclosed nickel supply deal with Brazilian mining firm Vale. Even before Russia’s invasion of Ukraine, nickel was already experiencing a rise in cost. Don’t hesitate to contact us with news tips.

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Tesla’s years of battery tech investments are becoming a buffer against nickel’s rising costs

Teslarati

For years, Tesla has invested heavily in its supply chain and battery strategy. Norway-based energy analytics firm Rystad Energy estimated that demand would surpass nickel supply around 2024, and by 2026, there might be a shortage of the material. This timeframe seems to have been accelerated by Russia’s invasion of Ukraine. .

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OSU, Ford study provides insight into more efficient use of Rhodium in TWC applications

Green Car Congress

South Africa is the major source, accounting for almost 60% of the world’s rhodium supply; Russia is the second-largest producer. The cost of rhodium has risen dramatically over the past years due to increasing demand coupled with a fundamental supply deficit. Rhodium is the rarest of all non-radioactive metals.

Insight 259
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EIA: US ammonia prices rise in response to higher international natural gas prices; up by a factor of 6 in two years

Green Car Congress

The United States Geological Survey (USGS) estimates that in 2021, the United States produced 17 million metric tons (MMmt) of ammonia, behind China (47 MMmt) and Russia (19 MMmt). Between 2012 and 2021, ammonia imports dropped from 37% of the total US ammonia supply to 14% of the total supply. MMBtu in March 2021.

Price 259
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BNEF, Snam, IGU report finds global gas industry set to resume growth post-pandemic; low-carbon technologies for long-term growth

Green Car Congress

This trend was already underway before the pandemic, due to cost-competitive gas in key sectors including power, industry and transport, and major regions including Europe, North America and Asia. The report shows that medium-term growth will come from increasing cost-competitiveness and increased global access to gas.

Gas 243