Cost, Global, Industry and Supplies

Siemens Energy to supply 1.8GW of electrolyzers to HIF Global for Texas eFuels facility

Green Car Congress

MARCH 10, 2023

eFuels company HIF Global ( earlier post ) and Siemens Energy reached an agreement under which Siemens Energy will supply electrolyzers to the HIF Matagorda eFuels Facility. We face a time of incredible expansion in hydrogen production amid global supply chain challenges.

Texas

Texas Global Supplies Energy

Benchmark: global battery industry needs to invest $514B to meet demand in 2030; $920B by 2035

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. Global investment in technologies to help the energy transition reached a record $1.3 trillion in 2022, IRENA said.

Industry

Industry Industrial Global Lithium Ion

Why New Production Sources of Tungsten Are Critical for Increased Global Supply

Green Car Congress

MARCH 4, 2021

by Lewis Black, CEO of Almonty Industries. and global economies with businesses and manufacturers having to close doors and furlough employees, the global trade markets plummeted to an 11-year low of 41.5% in the April report for the Institute for Supply Management’s Manufacturing Index. Source: Almonty. Should the U.S.

Supplies

Supplies Global South Korea Production

S&P Global: looming shortfalls in copper supply will short-circuit net-zero goals absent significant new supply

Green Car Congress

JULY 15, 2022

The challenge of meeting Net-Zero Emissions by 2050 “will be short-circuited and remain out of reach” unless significant new copper supply comes online in a timely way, according to a new study by S&P Global that examines the growing mismatch between available copper supply and future demand resulting from the energy transition.

Supplies

Supplies Global Energy Emissions

ABB Robotics survey: Global automotive manufacturers are rethinking “just in time” approach

Green Car Congress

MARCH 22, 2023

Supply chain disruption and rising material costs are causing the global automotive industry to re-evaluate lean manufacturing principles, according to a new survey commissioned by ABB Robotics.

Manufacturer

Manufacturer Global Supplies Purchase

Amogy and Trafigura to research ammonia cracking technology as a facilitator to global hydrogen supply chains

Green Car Congress

SEPTEMBER 21, 2022

The findings of this joint research on ammonia cracking will help support industry-wide efforts to decarbonize transport and heavy industrial processes and lower carbon emissions to meet global climate goals. —Margaux Moore, Head of Energy Transition Research at Trafigura.

Hydrogen

Hydrogen Global Supplies MIT

ABB-sponsored report suggests global plans for 80 new EV battery gigafactories insufficient

Green Car Congress

APRIL 23, 2021

A new report sponsored by ABB Robotics and authored by the automotive intelligence unit of Ultima Media auggests that concerns over EV battery supply to meet the escalation in demand poses serious risk to the growth of market share of electric vehicles, despite plans for 80 new global battery gigafactories.

Global

Global Battery Batteries North America

Sylvatex developing new lower-cost CAM manufacturing process for Li-ion batteries

Green Car Congress

SEPTEMBER 22, 2022

Advanced materials technology company Sylvatex (SVX) announced a new proprietary waterless production method that delivers premium EV-grade cathode active materials (CAM) at lower costs and that allows for a broader material input supply base to enable demand growth.

Li-ion

Li-ion Manufacturer Lithium Ion Battery

IIASA study proposes solid air hydrogen liquefaction as efficient addition to hydrogen liquefaction supply chain

Green Car Congress

APRIL 30, 2023

One of the challenges of constructing a global hydrogen economy is hydrogen transportation by sea. 2023) Another advantage of solidifying air for energy recovery in the hydrogen liquefaction supply chain is the extra production of oxygen. An open-access paper on the work is published in the International Journal of Hydrogen Energy.

Hydrogen

Hydrogen Supplies Climate Change Economy

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

Green Car Congress

AUGUST 7, 2020

After growing by more than 2% in 2019, global gas use is set to fall by around 4% in 2020, as the COVID-19 pandemic reduces energy consumption across the global economies. The report shows that medium-term growth will come from increasing cost-competitiveness and increased global access to gas.

Gas

Gas Global Industry Industrial

BMW i Ventures co-leads investment in circular supply chain company Cyclic Materials; recycling rare earth elements

Green Car Congress

APRIL 26, 2023

BMW i Ventures announced an investment in Canada-based Cyclic Materials , a circular supply chain company focused on recycling rare earth elements (REE) ( earlier post ). As global market demand for REEs is forecasted to increase threefold by 2030, establishing new sources of REEs is critical.

BMW

BMW Supplies Companies Canada

Heliogen and Bloom Energy demonstrate production of low-cost green hydrogen; concentrated solar and high-temp electrolysis

Green Car Congress

NOVEMBER 17, 2021

Electricity accounts for nearly 80% of the cost of hydrogen from electrolysis. In addition, the ability to use heat, which is a much lower cost source of energy than electricity, further improves the economics of green hydrogen production. By using less electricity, hydrogen production is more economical and accelerates adoption.

Low Cost

Low Cost Hydrogen Solar Green

Benchmark: Saudi Arabia is building an EV battery supply chain

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.) Earlier post.)

Saudi Arabia

Saudi Arabia Supplies Building Chevron

Roskill: Rising prices could be new norm for lithium industry

Green Car Congress

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.

Industry

Industry Industrial Lithium Ion Li-ion

Deloitte forecasts clean hydrogen market to hit US$1.4T per year by 2050

Green Car Congress

JULY 4, 2023

Demand is expected to initially build on the decarbonization of existing industrial uses of hydrogen (95 MtH 2 eq), most notably for fertilizer production. Decarbonizing current and developing new end-uses, it can abate up to 85 GtCO 2 eq in cumulative emissions by 2050, more than twice global CO 2 emissions in 2021.

Clean

Clean Cleaning Hydrogen Market

Roskill sees recovery in lithium industry, buoyed by demand from rechargeable battery applications

Green Car Congress

NOVEMBER 25, 2020

Despite the trend toward transportation electrification, the lithium industry has had a rough few years. Prices continued to slide in Q3 2020, with China spot prices falling below US$5,000/t CIF (Cost, Insurance, and Freight) for battery-grade lithium carbonate; contract prices edged closer to US$10,000/t CIF. Source: Roskill.

Recharge

Recharge Li-ion Industry Industrial

Benchmark: Lithium industry needs more than $116B to meet automaker and policy targets by 2030

Green Car Congress

AUGUST 5, 2023

The lithium industry needs to invest $116 billion by 2030 if the world is to meet the ambitions targets set by governments and the largest automakers, according to a Benchmark analysis. Globally, Benchmark’s Lithium ion Battery Database forecasts that 43.7% The EU has an ICE ban from 2035. of new vehicle sales will be electric by 2030.

Industry

Industry Industrial Lithium Ion General Motors

BASF and Advent Technologies to establish end-to-end supply chain for HT-PEM fuel cell systems in Europe

Green Car Congress

MAY 12, 2023

We are committed to building a full loop supply chain for green hydrogen technologies including precious metal services, catalysts, components and recycling. Continuous casting line for the proton-conductive Celtec membrane Advent’s Green HiPo project involves the development, design and manufacture of HT-PEM fuel cells and electrolyzers.

Supplies

Supplies Europe Fuel Macedonia

Ammonia market to triple by 2050 with nearly all growth coming from low-carbon supply; shift to energy markets

Green Car Congress

JULY 12, 2023

The global market for ammonia is poised to triple in the coming decades with nearly all of the growth coming from low-carbon ammonia, according to a new analysis by S&P Global Commodity Insights. The rapid growth in ammonia driven by low-carbon supplies will change the current market beyond recognition.

Market

Market Carbon Supplies Insight

BNEF forecasts global energy storage market to grow 15-fold by 2030 to 411 GW/1194 GWh

Green Car Congress

OCTOBER 13, 2022

An estimated 387GW/1,143GWh of new energy storage capacity will be added globally from 2022 to 2030, according to the forecast—more than Japan’s entire power generation capacity in 2020. The US and China are set to remain the two largest markets, representing more than half of global storage installations by the end of the decade.

Energy Storage

Energy Storage Global Market Energy

S&P Global Mobility: average age of light vehicles in US hits record high 12.5 years

Green Car Congress

MAY 16, 2023

years, up by more than three months over 2022, according to the latest analysis from S&P Global Mobility. million units in 2023, according to S&P Global Mobility forecasts, which is expected to curb the rate of average age growth in the coming year. Despite economic headwinds, new vehicle sales are projected to surpass 14.5

Light

Light Global Vehicles Fleet

GM signs major Li-ion supply chain agreements: CAM with LG Chem and lithium hydroxide with Livent

Green Car Congress

JULY 26, 2022

General Motors announced two major Li-ion battery supply chain agreements, one with LG Chem for cathode active material (CAM), and one with Livent for the supply of battery-grade lithium hydroxide. —Jeff Morrison, GM vice president, Global Purchasing and Supply Chain.

Li-ion

Li-ion GM Supplies Nickel Lithium

Japanese consortium reports successful demonstration of hydrogen supply chain system using MCH; semi-commercialization to begin

Green Car Congress

FEBRUARY 3, 2021

Ltd and NYK Line, the other members of the Advanced Hydrogen Energy chain Association for technology Development ( AHEAD ), reported the successful completion of the world’s first global hydrogen supply chain system. Earlier post.).

Hydrogen

Hydrogen Supplies Commercial Store

GM and Element 25 to expand US EV supply chain with domestic manganese sulfate production

Green Car Congress

JUNE 27, 2023

General Motors and Australia-based Element 25 Limited announced an agreement for Element 25 to supply up to 32,500 metric tons of manganese sulfate (MnSO 4 ) annually to support the annual production of more than 1 million GM EVs in North America. GM continues to strengthen its domestic supply base for EV production.

GM

GM Supplies Louisiana North America

IEA: record oil output from US, Brazil, Canada and Norway to keep global markets well supplied

Green Car Congress

MARCH 6, 2018

Oil production growth from the United States, Brazil, Canada and Norway can keep the world well supplied, more than meeting global oil demand growth through 2020, but more investment will be needed to boost output after that, according to the International Energy Agency’s latest annual report on oil markets. mb/d by 2023 to 104.7

Brazil

Brazil Norway Oil Canada

IEA: governments must act to ensure sufficient supply of critical minerals to meet net-zero goals

Green Car Congress

MAY 6, 2021

The special report, The Role of Critical Minerals in Clean Energy Transitions , is the most comprehensive global study to date on the central importance of minerals such as copper, lithium, nickel, cobalt and rare earth elements in a secure and rapid transformation of the global energy sector. Source: IEA. Source: IEA.

Supplies

Supplies Climate Wind Cleaning

Constellium to lead £10M CirConAl project to develop lower carbon, lower cost recycled aluminum alloys with automakers and suppliers

Green Car Congress

DECEMBER 5, 2022

Constellium SE is leading a new consortium of automakers and suppliers to develop lower carbon, lower cost aluminum extrusion alloys. CirConAl is part of joint government and industry support for projects to build an end-to-end supply chain for zero-emissions vehicles in the UK.

Carbon

Carbon London Universal Grant

Alcoa outlines technology roadmap to decarbonize aluminum industry

Green Car Congress

NOVEMBER 12, 2021

outlined a technology roadmap to support its vision to reinvent the aluminum industry for a sustainable future. The roadmap includes three key programs: The Refinery of the Future , which aims both to reduce the capital cost of developing a refinery and to enable decarbonization of the alumina refining process. Alcoa Corp.

Industry

Industry Industrial Carbon Emissions

Western Australia: A global hub for the battery and critical minerals industry

Innovation News Network

AUGUST 23, 2022

The post Western Australia: A global hub for the battery and critical minerals industry appeared first on Innovation News Network.

Australia

Australia Industry Industrial Global

BNEF: steel industry set to pivot to hydrogen in green push; additional $278B for clean capacity and retrofits

Green Car Congress

DECEMBER 1, 2021

Steel is responsible for around 7% of man-made greenhouse gas emissions every year and is one of the world’s most polluting industries. Government and corporate net-zero commitments are pushing the steel industry to cancel out its emissions by 2050. The steel industry cannot afford to wait for the 2040s to start its transition.

Hydrogen

Hydrogen Clean Cleaning Industry

GlobalFoundries, Ford partner to address auto chip supply and meet growing demand

Green Car Congress

NOVEMBER 19, 2021

GlobalFoundries (GF), a global leader in feature-rich semiconductor manufacturing, and Ford Motor Company announced a strategic collaboration to advance semiconductor manufacturing and technology development within the United States, aiming to boost chip supplies for Ford and the US automotive industry.

Supplies

Supplies Ford Auto Auto Industry

Global OEM selects Eaton’s power distribution technology for new electric commercial vehicle platform

Green Car Congress

APRIL 7, 2021

Power management company Eaton announced its eMobility business secured a contract to supply power distribution units (PDUs) and Bussmann series fuses to a global vehicle manufacturer for use in a new battery electric (BEV) light-duty commercial vehicle—a rapidly growing segment for BEVs.

Eaton

Eaton Global Commercial Power

SAFE report addresses US aluminum sector’s energy challenges; more US production of primary aluminum needed

Green Car Congress

FEBRUARY 23, 2023

The SAFE Center for Strategic Industrial Materials (C-SIM) released the first report in a series of policy papers regarding the various issues impacting domestic primary aluminum production: The US Aluminum Industry’s Energy Problem and Energy Solution. Energy and environmental issues are at the core of this dichotomy.

UAE

UAE Energy Production Russia

What is next for the UK hydrogen industry?

Innovation News Network

FEBRUARY 21, 2024

Discover why 2024 is the time to push forward on costs, supply chains, and regulatory uncertainty for the UK and global hydrogen industries. The post What is next for the UK hydrogen industry? appeared first on Innovation News Network.

Hydrogen

Hydrogen Industry Industrial Supplies

CSIRO roadmap finds hydrogen industry set for scale-up in Australia

Green Car Congress

AUGUST 23, 2018

An economically-sustainable hydrogen industry in Australia could soon be on the cards according to a blueprint released by CSIRO, the national science agency, which found that cost-competitiveness is firmly on the horizon. Source: CSIRO. —CSIRO Chief Executive Dr Larry Marshall. —CSIRO Chief Executive Dr Larry Marshall.

Australia

Australia Hydrogen Industry Industrial

Benchmark Mineral Intelligence: The west needs to build LFP battery capacity for the technology to go global

Green Car Congress

JANUARY 9, 2022

Tesla’s embrace of lithium iron phosphate (LFP) batteries has propelled the chemistry into the mainstream of the automotive industry. Automakers including Volkswagen, Daimler, and Ford have also adopted the cost-effective technology in their lower-range EVs.

Global

Global Battery Batteries Building

China’s first integrated methanol-to-hydrogen and hydrogen refueling service station now in operation

Green Car Congress

FEBRUARY 25, 2023

The new Service Station can save costs on hydrogen production, storage and transportation by more than 20% compared to traditional hydrogen refueling stations; it is intended to become a pilot model to lead the development of China's hydrogen energy industry. Sinopec Fuel Oil Sales Co.,

Hydrogen

Hydrogen China Waste Oil

Hydrogen Optimized to supply more than 40 MW of large-scale hydrogen production capacity

Green Car Congress

JANUARY 11, 2022

has entered into a confidential Letter of Intent (LOI) with a large industrial company to provide more than 40 MW of RuggedCell water electrolyzer capacity for hydrogen production. To that end, recently the World Hydrogen Council called for hydrogen to contribute over 20% toward global carbon abatement by 2050. —Andrew T.

Hydrogen

Hydrogen Supplies Production Water

IHS Markit: production of carbon-free “green” hydrogen could be cost-competitive by 2030

Green Car Congress

JULY 16, 2020

Costs for producing green hydrogen have fallen 50% since 2015 and could be reduced by an additional 30% by 2025 due to the benefits of increased scale and more standardized manufacturing, among other factors. —Simon Blakey, IHS Markit Senior Advisor, Global Gas.

Hydrogen

Hydrogen Carbon Green Production

Electra raises $85M to advance Low-Temperature Iron process; electrochemical refining at 60?C

Green Car Congress

OCTOBER 7, 2022

Electra’s process emits zero carbon dioxide emissions and carries zero green premium, meaning it will cost the same or less than existing production methods powered by fossil fuels. gigatons of direct and indirect carbon dioxide emissions annually, or 10% of the global total. billion metric tons of crude steel and causes 3.7

Coal

Coal Boston Carbon Emissions

CF Industries to build green ammonia plant in Louisiana

Green Car Congress

NOVEMBER 6, 2020

CF Industries’ Board of Directors has approved a green ammonia project at the company’s flagship Donaldsonville Nitrogen Complex to produce approximately 20,000 tons per year of green ammonia. Industry experts project hydrogen will meet approximately 20% of the world’s energy need by 2050, up from less than 1% today.

Louisiana

Louisiana Industry Industrial Green

Volkswagen Group and Chinese manufacturer Ganfeng sign memorandum of understanding for long-term lithium supplies

Green Car Congress

APRIL 5, 2019

GFL) registered in Jiangxi (China) have signed a memorandum of understanding on long-term lithium supplies for battery cells. Under the agreement, Ganfeng will supply lithium to the Volkswagen Group and its suppliers for the next ten years. The global lithium demand is expected to more than double by 2023.

Supplies

Supplies Chinese Manufacturer Battery

GM joins IRMA to certify sustainability and human rights in EV supply chain

Green Car Congress

DECEMBER 1, 2021

General Motors has joined the Initiative for Responsible Mining Assurance (IRMA), adding another element to company programs that support the sustainability and human rights of the EV supply chain. As automotive battery demand expands globally, access to battery materials is of increasing importance.

GM

GM Supplies Nickel Lithium Renewable

ARPA-E awarding $39M to 16 projects to grow the domestic critical minerals supply chain

Green Car Congress

OCTOBER 28, 2022

E) will award $39 million in funding to 16 projects across 12 states to develop market-ready technologies that will increase domestic supplies of critical elements required for the clean energy transition. Hydrometallurgical Production of Domestic Metals for Energy Transition ($2,949,395). Idaho National Laboratory.

Supplies

Supplies Ni-Li Carbon Universal

Siemens Energy to supply 1.8GW of electrolyzers to HIF Global for Texas eFuels facility

Benchmark: global battery industry needs to invest $514B to meet demand in 2030; $920B by 2035

Why New Production Sources of Tungsten Are Critical for Increased Global Supply

S&P Global: looming shortfalls in copper supply will short-circuit net-zero goals absent significant new supply

ABB Robotics survey: Global automotive manufacturers are rethinking “just in time” approach

Amogy and Trafigura to research ammonia cracking technology as a facilitator to global hydrogen supply chains

ABB-sponsored report suggests global plans for 80 new EV battery gigafactories insufficient

Sylvatex developing new lower-cost CAM manufacturing process for Li-ion batteries

IIASA study proposes solid air hydrogen liquefaction as efficient addition to hydrogen liquefaction supply chain

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

BMW i Ventures co-leads investment in circular supply chain company Cyclic Materials; recycling rare earth elements

Heliogen and Bloom Energy demonstrate production of low-cost green hydrogen; concentrated solar and high-temp electrolysis

Benchmark: Saudi Arabia is building an EV battery supply chain

Roskill: Rising prices could be new norm for lithium industry

Deloitte forecasts clean hydrogen market to hit US$1.4T per year by 2050

Roskill sees recovery in lithium industry, buoyed by demand from rechargeable battery applications

Benchmark: Lithium industry needs more than $116B to meet automaker and policy targets by 2030

BASF and Advent Technologies to establish end-to-end supply chain for HT-PEM fuel cell systems in Europe

Ammonia market to triple by 2050 with nearly all growth coming from low-carbon supply; shift to energy markets

BNEF forecasts global energy storage market to grow 15-fold by 2030 to 411 GW/1194 GWh

S&P Global Mobility: average age of light vehicles in US hits record high 12.5 years

GM signs major Li-ion supply chain agreements: CAM with LG Chem and lithium hydroxide with Livent

Japanese consortium reports successful demonstration of hydrogen supply chain system using MCH; semi-commercialization to begin

GM and Element 25 to expand US EV supply chain with domestic manganese sulfate production

IEA: record oil output from US, Brazil, Canada and Norway to keep global markets well supplied

IEA: governments must act to ensure sufficient supply of critical minerals to meet net-zero goals

Constellium to lead £10M CirConAl project to develop lower carbon, lower cost recycled aluminum alloys with automakers and suppliers

Alcoa outlines technology roadmap to decarbonize aluminum industry

Western Australia: A global hub for the battery and critical minerals industry

BNEF: steel industry set to pivot to hydrogen in green push; additional $278B for clean capacity and retrofits

GlobalFoundries, Ford partner to address auto chip supply and meet growing demand

Global OEM selects Eaton’s power distribution technology for new electric commercial vehicle platform

SAFE report addresses US aluminum sector’s energy challenges; more US production of primary aluminum needed

What is next for the UK hydrogen industry?

CSIRO roadmap finds hydrogen industry set for scale-up in Australia

Benchmark Mineral Intelligence: The west needs to build LFP battery capacity for the technology to go global

China’s first integrated methanol-to-hydrogen and hydrogen refueling service station now in operation

Hydrogen Optimized to supply more than 40 MW of large-scale hydrogen production capacity

IHS Markit: production of carbon-free “green” hydrogen could be cost-competitive by 2030

Electra raises $85M to advance Low-Temperature Iron process; electrochemical refining at 60?C

CF Industries to build green ammonia plant in Louisiana

Volkswagen Group and Chinese manufacturer Ganfeng sign memorandum of understanding for long-term lithium supplies

GM joins IRMA to certify sustainability and human rights in EV supply chain

ARPA-E awarding $39M to 16 projects to grow the domestic critical minerals supply chain

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