Green Car Congress

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. mb/d in 2022 to 2.2 bbl on 13 June.

Oil 210

Oil Global Libya Russia 210

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. Spodumene prices are currently around $3,650 a tonne, according to Benchmark’s Lithium Price Assessment. Earlier post.)

Saudi Arabia 170

Saudi Arabia Supplies Building Chevron 170

Green Car Congress

MAY 11, 2023

The Cobalt Institute’s Cobalt Market Report, prepared by Benchmark Mineral Intelligence, finds that cobalt market conditions have weakened substantially since the price peak in 2022. This dynamic will likely remain through to 2024, the report says, as a plentiful and growing supply surplus maintains pressure on prices.

Supplies 259

Supplies Market North America Philippines 259

Green Car Congress

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

Price 279

Price Chinese Sale Battery 279

Green Car Congress

JUNE 4, 2023

Russia-based Nornickel, the world’s largest producer of palladium and high-grade nickel and a major producer of platinum and copper, presented its eleventh review of the nickel and platinum group metals (PGM) markets based on the fundamental analysis of world economic and industry data. Platinum Group Metals (PGM).

Market 304

Market Indonesia Russia Supplies 304

Green Car Congress

JUNE 6, 2020

The study concludes that, with appropriate policy support, the renewable hydrogen sector can reach self-sustainability (price point at parity with conventional fuel on a fuel-economy adjusted basis) by the mid- to late-2020s. tool developed by Argonne National Laboratory augmented with a learning-curve forecast of cost-reduction potential.

Hydrogen 357

Hydrogen Renewable Price Fuel 357

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

MARCH 14, 2023

IDTechEx forecasts that the second-life EV battery market will reach US$7B in value by 2033. A new IDTechEx report, “ Second-life Electric Vehicle Batteries 2023-2033 ”, highlights advancements in the second-life industry, ranging from regulatory and technology developments to player activity in battery diagnostics and repurposing.

Market 195

Market Li-ion Batteries Battery 195

Green Car Congress

JUNE 22, 2018

The lithium-ion battery industry has been, and will continue to be, the main catalyst for growth; it accounted for close to 50% of consumption in 2017 and is expected to reach over 80% by 2027. Forecast strong demand growth has incentivized the expansion of existing assets and the development of new lithium operations.

Supplies 218

Supplies Li-ion Batteries Battery 218

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. Statkraft is Europe’s largest generator of renewable energy.

Renewable 199

Renewable Czech Republic Supplies Energy 199

Green Car Congress

DECEMBER 24, 2021

The zero-emission electric commercial vehicle market has a challenge at its core: battery sourcing and supply conditions. It’s critically important to understand the issues and complexities of the commercial vehicle industry’s battery needs and challenges.

Commercial 186

Commercial Supplies Batteries Battery 186

Green Car Congress

FEBRUARY 17, 2020

Niobium is a metal primarily used by the steel industry as a ferroalloy strengthening element. Adding niobium reduces the amount and weight of steel required, an important feature for the automotive industry but also for infrastructure. Another key characteristic of the niobium market is its highly concentrated supply.

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Li-ion Industrial Industry Lithium Ion 378

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. and prices projected to increase at CAGRs of 5.6%

Supplies 360

Supplies Global Escape 2020 360

Green Car Congress

AUGUST 25, 2017

Two diametrically opposed views dominate the current debate about where the oil price is heading. On the other hand, however, there is the view that the price of oil is set to explode, primarily due to underinvestment in the upkeep of brownfields , development of greenfields , and exploration for new resources. We will explain.

Oil Prices 170

Oil Prices Oil Industrial Industry 170

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. 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.

Wind 220

Wind Solar Global Coal 220

Green Car Congress

MARCH 12, 2012

billion by 2017, the market intelligence firm forecasts. However, significant reductions in battery cost are imperative for the industry to grow to the $14.6 billion and 28 million kWh market that Pike Research also forecasts by 2017. In terms of revenue, the market for Li-ion batteries for transportation will grow from $2.0

Li-ion 324

Li-ion 2017 Price Batteries 324

Green Car Congress

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. The rest of the lithium market is fragmented.

Price 243

Price China Sale 2019 243

Green Car Congress

JULY 8, 2021

In the EIA forecast, global consumption of liquid fuels rises by an additional 3.7 EIA forecasts US liquid fuels consumption will rise to 19.6 EIA forecasts global inventories will continue to fall in the near term but at a slower rate, with global inventories falling by 0.2 US regular gasoline retail prices averaged $2.78

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2019 Global Fuel Gasoline-Electric 243

Green Car Congress

APRIL 18, 2023

Such producers cannot supply the huge, and ever-growing, electric vehicle market. Total Chinese Tier 3 production next year is forecast to be 2% larger than the demand for Tier 3 batteries globally. However, the only markets that Tier 3 producers can access globally are for portables and some energy stationary storage applications.

Chinese 259

Chinese Lithium Ion China Global 259

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. rise as of 0336 GMT.

Auto 52

Auto Batteries Battery South Korea 52

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 448

Global Batteries Battery North America 448

Green Car Congress

MARCH 14, 2023

million barrels per day (b/d), according to the US Energy Information Administration’s (EIA’s) Petroleum Supply Monthly. US production and consumption of ethane (a hydrocarbon gas liquid used almost exclusively as a feedstock in the petrochemical industry) has grown since 2010, along with the build-out of US petrochemical capacity.

Pennsylvania 195

Pennsylvania China Financing United States 195

Green Car Congress

FEBRUARY 4, 2023

By 2035, with demand and prices expected to continue rising, Adamas projects the value of consumption will increase another 10-fold. Specifically, from 2022 through 2035, Adamas forecasts that the value of rare earth oxides consumed by energy-transition-related applications will rise at a CAGR of 19.1%, from $3.8 billion in 2035.

Motors 221

Motors Motoring Motor Wind 221

Baua Electric

FEBRUARY 29, 2024

billion forecast. Chile’s SQM , the world’s second-largest lithium producer, on Wednesday posted an 82% fall in its fourth-quarter net profit from a year earlier, below forecasts as prices for the key battery metal continued to slide from earlier peaks. billion forecast.

Chile 52

Chile Price Auto Insight 52

Green Car Congress

APRIL 14, 2020

Using Roskill’s latest quarterly price forecast for lithium carbonate (published in late-March 2020), this equates to a value loss of approximately US$960 million. >. Roskill anticipates 2020 production losses in Chile to be kept below 20%.

2020 186

2020 Supplies Chile South America 186

The Truth About Cars

NOVEMBER 8, 2023

Wholesale used-vehicle prices reportedly saw a modest dip through the end of last month. Cox Automotive’s Manheim Index, which tracks wholesale used-vehicle pricing for Manheim auctions, only dropped 2.3 Periods of more intense buying by dealers can drive wholesale price appreciation. percent in October.

Price 91

Price Cars Dealers Supplies 91

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 Batteries 296

Green Car Congress

JANUARY 12, 2023

The parties intend to enter an offtake agreement, whereupon the pricing mechanism and minimum tonnages outlined in the term sheet would become binding upon the signing by the parties of a legally binding offtake agreement, together with any other agreements necessary to give effect to the project.

Czech Republic 210

Czech Republic Batteries Battery Legal 210

Green Car Congress

SEPTEMBER 11, 2014

The US Energy Information Administration’s (EIA) short-term forecasts of US gasoline consumption, which cover the current and upcoming calendar year, have risen 1.6% The STEO forecast of 2014 gasoline consumption was generally declining between January 2013 and September 2013, but has risen over the past year. over the past year.

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2014 Gasoline 2013 Fuel Economy 246

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. Of that 8%, 8% will consist of advanced drop-in fuels, according to the research firm.

Global 231

Global Market Fuel Brazil 231

Green Car Congress

NOVEMBER 23, 2022

Powerful permanent magnets are necessary components of electric vehicle motors, wind turbines, efficient industrial motors, and many other modern technologies essential to the clean energy transition. With demand expected to triple by 2035, shortages and price increases are also forecasted.

Grant 345

Grant Production Wind Clean 345

Green Car Congress

MAY 24, 2017

As oil prices remain unsteady and OPEC continues to make headlines every hour, the world is focused on oil’s immediate future. These important questions aren’t getting enough attention according to Johnston, whose firm Eurasia Group foresees a fast-approaching supply gap that Saudi Arabia and U.S. by Haley Zaremba for Oilprice.com.

Oil Prices 170

Oil Prices Oil Saudi Arabia Price 170

Green Car Congress

MAY 18, 2018

Synthetic graphite electrode prices rose nine-fold through the first three quarters of 2017, increasing from US$1,748/t in January 2017 to a high of US$16,309/t in September, according to Roskill Information Services. Despite some fallback during the winter months, prices remained above US$15,600/t through February and March 2018.

Price 207

Price Market Lithium Ion Batteries 207

Green Car Congress

APRIL 15, 2017

shale has thrown in another unknown in the mix of factors driving the price of oil. 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. shale output.

Oil 150

Oil Supplies Oil Prices 2017 150

Green Car Congress

SEPTEMBER 13, 2020

Mine supply continued to edge higher in 2019, albeit by a relatively slow 0.7%—an Other uses for molybdenum include catalysts for the petroleum industry, inks for circuit boards, pigments and electrodes. Consequently, molybdenum prices came under downward pressure. The price of molybdenum oxide reached a peak of US$12.5/lb

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2020 2019 2018 Oil 186

Teslarati

MARCH 20, 2023

Tesla ( NASDAQ: TSLA ) investors should prepare for tightening margins as price cuts wage a war between electric vehicle makers, Morgan Stanley said in a note. “We believe EV price cuts are not a fad, but a trend,” analysts wrote in a note. Others have avoided the strategy altogether.

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Price Tesla Affordable Cheap 92

Green Car Congress

DECEMBER 2, 2015

In a new report , Navigant Research forecasts that the annual sales of fuel cell vehicles (FCVs)—both cars and buses—will exceed 228,000 by 2024. To facilitate the creation of FCV infrastructure, automakers are collaborating with new partners in retail fueling and hydrogen supply.

Fuel 150

Fuel Sale Vehicles Hydrogen 150