Green Car Congress

AUGUST 21, 2022

Trading Economics global macro models and analysts expectations forecast battery-grade lithium carbonate to trade at 504,813 CNY (US$74,000) per tonne in 12 months time. Lithium carbonate is forecast to trade near its high. Lithium is expected to trade at 484,185.00 by the end of this quarter. Earlier post.).

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Carbon Batteries Battery Lithium Ion 483

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JUNE 18, 2022

The IEA June 2022 Oil Market Report (OMR) forecasts world oil demand to reach 101.6 While higher prices and a weaker economic outlook are moderating consumption increases, a resurgent China will drive gains next year, with growth accelerating from 1.8 mb/d in 2023, according to the forecast. Runs are forecast to rise by 3.5

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Oil Global Russia Libya 210

Green Car Congress

MARCH 2, 2020

In a new report, “ Electric Vans 2020-2030 ”, UK-based IDTechEx forecasts that global production of electric LCVs will exceed 2.4 Forecast eLCV share of total global LCV market revenue. million units annually by 2030. Source: IDTechEx Electric Vans 2020-2030.

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Global Production North America 2020 259

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NOVEMBER 9, 2022

The US Energy Information Administration (EIA) expects that low inventories of distillate fuels, which are primarily consumed as diesel fuel and heating oil, will lead to high prices through early 2023. US distillate fuel inventories average 17% below the five-year average in the forecast for 2023. EIA forecasts Russia will produce 9.3

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Oil Diesel Price Russia 334

Green Car Congress

MAY 11, 2022

The US Energy Information Administration (EIA) forecasts that US crude oil production will average 11.9 Despite the increases in production, EIA expects the Brent crude oil price to remain above $100 per barrel this year, according to the agency’s May 2022 Short-Term Energy Outlook (STEO). million barrels per day this year and 12.8

Oil 344

Oil Price Production Oil Prices 344

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APRIL 20, 2022

In its new Rare Earth Magnet Market Outlook to 2035 report, Adamas Intelligence forecasts that global demand for NdFeB magnets will increase at a CAGR of 8.6%, bolstered by double-digit growth from electric vehicle and wind power sectors. and prices projected to increase at CAGRs of 3.2% billion this year to US $46.2

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Global Supplies Wind Market 170

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JULY 8, 2021

As outlined in its current Short-Term Energy Outlook , the US Energy Information Administration (EIA) estimates that global consumption of petroleum and liquid fuels averaged 92.3 EIA expects that global liquid fuels consumption will grow by 5.3 In the EIA forecast, global consumption of liquid fuels rises by an additional 3.7

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2019 Global Fuel Gasoline-Electric 243

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SEPTEMBER 8, 2022

The US Energy Information Administration (EIA) expects higher-than-average natural gas prices globally as demand remains high this winter in the United States, Europe, and Asia, and inventories remain low. That price will be the highest inflation-adjusted monthly average price since 2008.

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Gas Price Global Gas-Electric 150

Green Car Congress

JUNE 19, 2018

BNEF predicts that lithium-ion battery prices, already down by nearly 80% per megawatt-hour since 2010, will continue to tumble as electric vehicle manufacturing builds up through the 2020s. trillion being invested globally in new power generation capacity between 2018 and 2050, with $8.4 NEO 2018 sees $11.5 BNEF sees $1.3

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Wind Solar Global Coal 220

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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. —Tanja Vainio.

Global 448

Global Batteries Battery North America 448

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MAY 26, 2023

Higher crude prices and continued optimization improvements have driven the first upward revision to the S&P Global Commodity Insights 10-year oil sands production outlook in more than half a decade. Higher oil prices have driven record returns for the Canadian oil sands.

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Oil-Sands Insight Oil Global 221

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APRIL 30, 2022

Chinese lithium and cobalt sulfate prices fell this month as strict COVID-19 lockdowns in Shanghai and elsewhere limit demand in the world’s largest electric vehicle market. Prices for cobalt sulfate fell by 6%, according to Benchmark’s Cobalt Price Assessment. Consultancy Rho Motion now forecasts Chinese EV sales of 5.6

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Price Chinese Sale Batteries 279

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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. Benchmark Lithium Price Index as of 22 April 2022. As such, Benchmark will now move from bi-monthly to weekly publication of its Chinese lithium prices.

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Industrial Industry Indonesia China 307

Green Car Congress

JULY 28, 2014

In a new report ( Transportation Forecast: Global Fuel Consumption ), Navigant Research forecasts total road transportation energy consumption will grow from 81.1 gasoline and diesel) represent the bulk of energy consumption throughout the forecast period. of global consumption in 2014 to more than 16.4%

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Transportation Global Fuel Energy 255

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NOVEMBER 5, 2014

In a new report , Navigant Research forecasts that global annual sales of e-bicycles will grow modestly from 31.7 million e-bicycle sales this year under the base scenario, representing 91% of the total global market. This growth in demand is expected to result in revenue for global e-bicycle sales of $13.5

Global 281

Global North America Sale Li-ion 281

Green Car Congress

APRIL 2, 2022

With all OEMs taking the same path, it is unlikely that any long-term sustainable competitive advantage will be conferred and that visibility over the billions of dollars of planned xEV investment is a price of market participation. and is an innovation leader with the highest number of patents filed amongst other global automakers.

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Global Toyota Auto Industry Light 370

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DECEMBER 11, 2014

The demand for oil in 2015 will drop to its lowest level since 2002 because of an oversupply of crude and stagnant economies in China and Europe, according to OPEC’s latest forecast. million barrels per day next year, 280,000 barrels lower than its previous forecast and the lowest in 12 years. You start to price that in now.”.

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Oil Prices Oil 2015 Price 199

Green Car Congress

MAY 6, 2023

Following a latent demand pop in 2021 that saw the materialization of some pent-up demand from the year prior, Adamas Intelligence data indicates that global consumption of NdFeB magnets increased just 1.9% year-over-year in 2022, suppressed by global economic headwinds and regional pandemic-related challenges. billion by 2040.

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Market Global Supplies Wind 210

Green Car Congress

DECEMBER 31, 2014

In a new report , Navigant Research forecasts that light-duty natural gas vehicle (LD NGV) sales will grow 119% between 2014 and 2024, culminating in 42.1 Navigant forecasts only 56,251 LD NGV sales in 2014 in North America. Forecasts Natural Gas' Cumulative light-duty NGV sales by segment. Source: Navigant. Click to enlarge.

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Gas North America Global Vehicles 244

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OCTOBER 23, 2014

Navigant Research forecasts that plug-in EVs (which include plug-in hybrids and battery EVs), will represent 2.4% Accordingly, Navigant expects this luxury brand push to increase global sales of plug-in EVs significantly in the near term. —“Electric Vehicle Market Forecasts”. million units. Source: Navigant.

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Plug-in Plug Global Sale 276

Green Car Congress

FEBRUARY 5, 2014

In a new report, “ Biofuels for Transportation Market s”, Navigant Research forecasts that global demand for biofuels in the road transportation sector will grow from representing almost 6% of the liquid fuels market in 2013 to roughly 8% by 2022. Navigant projects the global biodiesel market will grow from 6.9

Global 231

Global Market Fuel Brazil 231

Green Car Congress

FEBRUARY 4, 2014

Global electric vehicle production forecast for 2014. rise in global manufacturing of all motor vehicles expected in 2014. In December 2013, IHS projected total global automotive sales in 2014 of 85 million, roughly resulting in an expected approximate 0.5% share for PEVs in the global market this year.

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Plug-in Global Plug Production 314

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JUNE 20, 2013

In a new report , Navigant Research forecasts that the number of natural gas vehicles (NGVs) on roads worldwide will reach 34.9 The increase is largely driven due to a combination of low-cost natural gas and sustained higher prices for gasoline and diesel in many countries, Navigant suggests. Forecasts Natural Gas'

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2020 Gas Fleet North America 321

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APRIL 24, 2021

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. Chinese spot lithium carbonate prices have jumped 90% between December 2020 and end March 2021.

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Companies Global Argentina Chinese 243

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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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AUGUST 5, 2023

Benchmark’s high case scenario forecasts that 7.0 With the amount of lithium production forecast by Benchmark for 2030, only 3.2 Globally, Benchmark’s Lithium ion Battery Database forecasts that 43.7% Tesla is targeting production of 20 million passenger EVs by 2030. In 2022, the company produced just over 1.3

Industrial 369

Industrial Industry Lithium Ion General Motors 369

Green Car Congress

JUNE 11, 2013

In its latest forecast for hybrid and plug-in electric vehicle sales, Navigant Research expects that hybrid electric vehicles (HEVs), which today account for about 2% of global light duty vehicle sales, will grow to almost 4% of global LDV sales by 2020. Navigant Research forecasts global CAGRs of 11.5%

Plug-in 199

Plug-in 2020 Global Plug 199

Green Car Congress

DECEMBER 20, 2021

FREYR Battery, a developer of clean, next-generation battery cell production capacity, has executed its inaugural offtake agreement for at least 31 GWh of low-carbon battery cells with an undisclosed, leading global publicly listed manufacturer and provider of energy storage systems (ESS). —Tom Jensen, the CEO of FREYR.

Global 221

Global Batteries Battery Norway 221

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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. Source: Fastmarkets. Raw material oversupply.

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Price China Sale 2019 243

Green Car Congress

FEBRUARY 3, 2015

IHS Automotive forecasts global automotive sales for 2015 to reach 88.6 For the APAC region in 2015, IHS forecasts that China’s economic growth will decelerate further, to 6.5% The campaign is expected to have a long-lasting effect on premium parts/vehicle prices in China. million, an increase of 2.4% North America.

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2015 Light Market Global 150

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

Green Car Congress

DECEMBER 21, 2015

In a new report, Electric Vehicle Market Forecasts , Navigant research projects that under its base scenario, global sales of light duty electrified vehicles (i.e., Under a conservative scenario, Navigant forecasts more than 5.8 Under a conservative scenario, Navigant forecasts more than 5.8 million in 2024.

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Light Sale Global Oil Prices 150

Green Car Congress

APRIL 18, 2023

Continued investment in China’s battery production scene is increasingly pushing its market into oversupply, putting strain on Tier 3 producers which are unable to access large global EV markets and are forced to compete in the saturated domestic space, according to Benchmark Mineral Intelligence.

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Chinese Lithium Ion China Global 259

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SEPTEMBER 17, 2019

Navigant Research forecasts that e-buses will make up nearly one-third of all buses on the road worldwide by 2030. The global medium- and heavy-duty bus market has been dominated by internal combustion engine vehicles. —William Drier, research analyst with Navigant Research.

Global 186

Global North America Alternative Fuels Fleet 186

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OCTOBER 3, 2019

Global Bioenergies will soon be receiving €2.6 Progress in engineering and forecasted prices for our products now higher than initially anticipated are fueling our optimism regarding the plant’s financing within the new schedule. —Marc Delcourt, CEO of Global Bioenergies. million and IBN-One €0.5 Earlier post.).

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Global Financing France Renewable 223

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JULY 6, 2017

Electric vehicles will make up the majority of new car sales worldwide by 2040, and account for 33% of all the light-duty vehicles on the road, according to a new forecast published by Bloomberg New Energy Finance (BNEF). This represents an aggressive jump compared to BNEF’s previous forecast of 35% EV new car market share by 2040.

PHEV 170

PHEV Sale Lithium Ion Cars 170

Green Car Congress

DECEMBER 28, 2015

In its new Natural Gas Vehicles report, Navigant Research forecasts that global annual NGV sales—light-, medium- and heavy-duty—will grow 62.5% Navigant forecasts that the number of light-duty NGVs on the world’s roads will double by 2025 to 39.6 million vehicles in 2015 to 3.9 million in 2025. of all LDVs.

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2015 Gas Global North America 150