Green Car Congress

JULY 12, 2022

has been awarded a program to develop and supply liquefied petroleum gas (LPG) systems for a number of vehicle applications for a global original equipment manufacturer (OEM). The deal is forecasted to provide €38 million in revenue through the end of 2025, with production expected to begin in Q4 2023. Westport Fuel Systems Inc.

Supplies 199

Supplies Fuel Global Alternative Fuels 199

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

SEPTEMBER 5, 2023

Next-generation lithium manganese nickel oxide (LMNO) battery chemistries are also soon to be commercialized; Benchmark forecasts a 6% share by 2030. However, the supply chain for high-purity manganese sulfate (HPMSM) production is dominated by China, which currently accounts for 96% of global supply.

Battery 195

Battery Batteries Louisiana Lithium Ion 195

Green Car Congress

JULY 12, 2023

The rapid growth in ammonia driven by low-carbon supplies will change the current market beyond recognition. The diversification of supply routes and demand applications will introduce carbon capture, renewables, power utility and shipping market participants to an industry currently dominated by fertilizer producers.

Market 195

Market Carbon Supplies Insight 195

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

Green Car Congress

JUNE 9, 2020

Roskill forecasts that Li-ion battery demand will increase more than ten-fold by 2029, reaching in excess of 1,800GWh capacity. As a result, greater importance is now being place on the sustainability of Li-ion battery supply chains, including second life and recycling of spent/faulty Li-ion cells.

Li-ion 246

Li-ion Ni-Li Battery Batteries 246

Green Car Congress

OCTOBER 15, 2022

million tonnes of cumulative global production of lithium between 2015 and 2022, according to Benchmark’s Lithium Forecast. The long term path for lithium is set, yet the supply chain scaling challenge has just begun. This highlights how important recycling will be for meeting the lithium demand of the future.

Lithium Ion 360

Lithium Ion Energy Storage 2015 Supplies 360

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

MAY 20, 2013

In a forecast of the Lithium market through 2017, Roskill Information Services estimates that rechargeable batteries will, in the base-case growth scenario, contribute 75% of the growth in forecast lithium demand to 2017, when total demand for lithium is expected to reach slightly more than 238,000t lithium carbonate equivalent (LCE).

Market 296

Market Chile Argentina Battery 296

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. Meanwhile, electric utilities and grid operators should recognize the value electrolyzers can provide to the grid.

Hydrogen 170

Hydrogen Transportation Gas Power 170

Green Car Congress

FEBRUARY 17, 2020

Another key characteristic of the niobium market is its highly concentrated supply. Moreover, Roskill forecasts that China’s steel production is close to its peak. The niobium industry is aware of these issues and already looking for a future beyond steel, Roskill notes.

Li-ion 378

Li-ion Industrial Industry Lithium Ion 378

Teslarati

FEBRUARY 22, 2023

Last year was a challenging year for everyone, yet despite the extraordinary supply chain and logistics challenges, the team persevered with an unrelenting focus on delivering what we believe is the best luxury sedan on the market. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.

Saudi Arabia 98

Saudi Arabia Arizona Motors Motoring 98

Green Car Congress

JUNE 19, 2018

The levelized cost of electricity (LCOE) from new PV plants is forecast to fall a further 71% by 2050, while that for onshore wind drops by a further 58%. Fuel burn trends globally are forecast to be dire in the long run for the coal industry, but moderately encouraging for the gas extraction sector. BNEF sees $1.3

Wind 220

Wind Solar Global Coal 220

Green Car Congress

NOVEMBER 25, 2020

Q1 2020 saw monthly average prices fall further to less than US$7,000/t Li 2 CO 3 for the first time since 2014, eroding price increases caused by forecast strong demand growth in the lithium-ion battery industry and uncertainty over future supply.

Recharge 334

Recharge Li-ion Industrial Industry 334

Green Car Congress

JULY 5, 2021

In the future, Eberspächer will offer air supply components for fuel cell systems. We are deliberately investing in a future market and want to grow purposefully with hydrogen and fuel cell technology. Due to the high reliability of the components, they can be used in fuel-cell trucks or buses in the future.

Hydrogen 418

Hydrogen Market Fuel Colorado 418

Green Car Congress

JUNE 6, 2020

The analysis builds upon insights from early market development and a series of analyses developed for the roadmap on current and future technology costs, feedstock supply and cost, siting and factory buildout, and demand growth. The roadmap effort developed several scenarios for the growth in renewable hydrogen demand through 2050.

Hydrogen 357

Hydrogen Renewable Price Fuel 357

Green Car Congress

JULY 29, 2018

The conventional Kaya identity used in transport energy and emissions forecasting considers vehicle miles travelled (VMT) and average energy density in kWh/mile to calculate total energy use. Autonomy is expected to greatly disrupt these forecasts, possibly along with new preferences for walkable urbanism, ridesharing, and other changes.

Light 150

Light Vehicles Electrical Electric 150

Green Car Congress

APRIL 15, 2017

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. UBS, for its part, expects a 4-million-bpd supply gap by 2020. In recent years, U.S. shale output.

Oil 150

Oil Supplies Oil Prices 2017 150

Green Car Congress

FEBRUARY 13, 2023

Accordingly, the production capacity of automotive batteries in the US is forecasted to grow to more than eight times the 2022 level by 2030. In 2021, South Korean battery manufacturer SK On adopted Lioaccum dispersions supplied by Toyo Ink’s wholly-owned subsidiary LioChem Inc. in Georgia. in Georgia.

Production 273

Production North America Georgia Kentucky 273

Green Car Congress

MARCH 15, 2018

Analysis by researchers at the Helmholtz Institute Ulm (HIU) of the Karlsruhe Institute of Technology (KIT) suggests that, given the foreseen scaling of battery demand up to 2050, each may face supply risks, albeit for different reasons. Estimated number of devices and related energy demand for 2016–2050.

Supplies 281

Supplies Battery Batteries Sodium 281

Green Car Congress

AUGUST 21, 2018

South Korean lithium-ion battery (LIB) cell manufacturer LG Chem recently announced it will increase cell manufacturing capacity to 90 GWh in 2020 from a previous forecast of 70 GWh. Huayou is a cobalt refiner with cobalt mining and processing assets in the DRC.

Li-ion 150

Li-ion Future Battery Batteries 150

Green Car Congress

NOVEMBER 13, 2022

Based on BNEF’s New Energy Outlook, its annual long-term scenario analysis on the future of the energy economy, the report examines how Indonesia’s energy supply may evolve under BNEF’s Economic Transition Scenario (ETS) as well as a Net Zero Scenario (NZS) compliant with the goals of the Paris Agreement.

Indonesia 195

Indonesia Coal Lithium Ion Asia 195

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.

Industrial 337

Industrial Industry Lithium Ion Li-ion 337

Green Car Congress

JULY 29, 2020

However, the longer-term trajectory of oil sands production is expected to change little compared to pre-pandemic projections, according to a new 10-year forecast by IHS Markit. The new forecast by the IHS Markit Oil Sands Dialogue , which takes into account the “COVID-19 shock,” projects Canadian oil sands production to reach 3.8

Oil-Sands 221

Oil-Sands Oil 2020 Production 221

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. Further, vulnerabilities could emerge from increased competition among lithium buyers.

Supplies 236

Supplies Chile Argentina Fleet 236

CN EV Post

NOVEMBER 7, 2023

Many will have sold already at various times out of disappointment and fear for the future of NIO when, having bought based on corporate claims of high confidence in YOY rate of unit sales growth - it became evident the truth was much different. @GustavoMan627 In reply to GustavoMan627. I will leave "simple" solutions to the simple-minded.

Sale 74

Sale Legal Corporation Supplies 74

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. The investments affirm that the future must be electric and there is no turning back for traditional automakers.

Global 370

Global Toyota Auto Industry Light 370

Green Car Congress

JULY 17, 2020

Europe is already the fastest growing lithium-ion battery production center in the world, with zero local supply of lithium hydroxide. Driven particularly by the demand of the e-mobility sector, Europe’s share of global battery cell production is forecast to reach almost 15% by 2024, overtaking the US and Asia excluding China.

Germany 491

Germany Carbon Lithium Ion Europe 491

Green Car Congress

FEBRUARY 20, 2020

Toyota Motor Corporation and Toyota Industries Corporation announced that they have jointly developed a new battery for hybrid electric vehicles (HEV) in anticipation of the further development and market introduction of HEVs, which are forecasted to expand rapidly in the future.

Toyota 207

Toyota Industrial Industry Electric Vehicles 207

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.

Li-ion 259

Li-ion Tesla Lithium Ion Price 259

Green Car Congress

DECEMBER 10, 2012

In a new report, Pike Research forecasts that the advanced lead-acid battery (LAB) market will expand at a compound annual growth rate (CAGR) of 19.8% By 2020, Pike Research forecasts that advanced lead-acid batteries will capture roughly 25% of the global battery-based grid storage market, a small subset of the broader energy storage market.

Lead Acid 231

Lead Acid 2020 Transportation Market 231

Green Car Congress

SEPTEMBER 3, 2022

The new report “ Battery Swapping for Electric Vehicles 2022-2032: Technology, Players and Forecasts ” by IDTechEx includes forecasts for global adoption of this technology outside of China. This is a unique feature of battery swapping stations that could be exploited in the future to make them act as grid-support units.

China 434

China Battery Batteries Energy Storage 434

Green Car Congress

NOVEMBER 2, 2020

To this end, the GECF Secretary General reiterated the GECF’s readiness to support the Turkmen industry as it undergoes transformation on the back of the future energy trends, digitalization, and climate action. It will see production rise across all regions of the world, with the exception of Europe, where it will decline by 70% by 2050.

Turkmenistan 170

Turkmenistan Equatorial Guinea United Arab Emirates Gas 170

Green Car Congress

MARCH 1, 2023

The determination is based on data showing California risks energy supply shortfalls during extreme weather events. The nuclear power plant supplies about 17% of California’s zero-carbon electricity and 9% of total electricity. Located in San Luis Obispo County, DCPP is owned and operated by Pacific Gas and Electric Company (PG&E).

Grid 199

Grid Clean Cleaning California 199

Green Car Congress

MAY 22, 2014

The Energy Department announced up to $2 million to develop the domestic supply chain for hydrogen and fuel cell technologies and to study the competitiveness of US hydrogen and fuel cell system and component manufacturing. ( Supply chain. DE-FOA-0000854 ) ( Earlier post.).

Hydrogen 285

Hydrogen Supplies Manufacturer Fuel 285

Green Car Congress

DECEMBER 24, 2020

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. The trial run of phase I started in July and the plant is running at 30tpd at present.

2020 312

2020 Price Carbon 2018 312

Green Car Congress

MARCH 17, 2015

Frost & Sullivan forecasts that with the Chinese Government’s push and pull strategy of new energy vehicle development, gasoline powertrains’ unit production market share is expected to slightly reduce to 94.9%, while the electric vehicle (EV) powertrain segment’s share will expand to 4.2% by 2020, up from 0.1%

2020 150

2020 Market China Chinese 150