Green Car Congress

NOVEMBER 25, 2020

Despite the trend toward transportation electrification, the lithium industry has had a rough few years. However, Roskill believes that the closure of Altura Mining, the latest casualty of the period of falling lithium prices, may represent a turning point for the lithium industry. Lithium demand by application in 2019.

Recharge 334

Recharge Li-ion Industrial Industry 334

Green Car Congress

JUNE 18, 2022

The IEA June 2022 Oil Market Report (OMR) forecasts world oil demand to reach 101.6 mb/d in 2023, according to the forecast. Non-OPEC+ is set to lead world supply growth through next year, adding 1.9 Nevertheless, product markets are expected to remain tight, with a particular concern for diesel and kerosene supplies.

Oil 210

Oil Global Libya Russia 210

Green Car Congress

FEBRUARY 19, 2022

Supply of nickel intermediate MHP from Indonesia for batteries is set to rise five-fold this year, according to Benchmark Minerals’ Nickel Forecast. Huayue Nickel Cobalt is a significant strategic project to build an integrated industrial chain of new-energy lithium battery materials.

Indonesia 243

Indonesia Supplies Batteries Battery 243

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 199

BMW Supplies Companies Canada 199

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.)

Saudi Arabia 170

Saudi Arabia Supplies Building Chevron 170

Green Car Congress

APRIL 15, 2023

In its April Oil Market Report , the International Energy Agency (IEA) forecasts that world oil demand will climb by 2 mb/d in 2023 to a record 101.9 OECD demand, dragged down by weak industrial activity and warm weather, contracted by 390 kb/d y-o-y in 1Q23, its second consecutive quarter of decline. million barrels per day.

Oil 186

Oil Ukraine Russia Brazil 186

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

JUNE 17, 2022

The US Energy Information Administration (EIA) forecasts that prices in US wholesale electricity markets this summer will significantly increase over last summer’s prices. EIA forecasts summer electricity prices will average $98/MWh in California’s CAISO market and $90/MWh in the ERCOT market in Texas. MMBtu in May 2021.

Price 476

Price Coal Gas-Electric United States 476

Green Car Congress

MAY 11, 2023

This dynamic will likely remain through to 2024, the report says, as a plentiful and growing supply surplus maintains pressure on prices. However, in the longer term, demand for cobalt will outpace supply, lifting prices and supporting a new wave of supply side investment.

Supplies 259

Supplies Market North America Philippines 259

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

FEBRUARY 9, 2023

Polestar and Rivia have collaborated on a ‘ Pathway Report ’ which concludes that the automotive industry is set to overshoot the IPCC’s 1.5-degree The report, which uses existing, open-source data to model the current trajectory for emissions stemming from the car industry, was carried out by global management consulting firm Kearney. …

Industrial 195

Industrial Industry Emissions Supplies 195

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

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. Mt to 3.22 Mt (7% year-on-year growth).

Market 304

Market Indonesia Russia Supplies 304

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

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

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

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. After growing at a CAGR of 6.4% After growing at a CAGR of 6.4%

Supplies 360

Supplies Global Escape 2020 360

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. In 2019, Li-ion battery capacity reached 180GWh, as the market shifted to increase demand from the automotive industry.

Li-ion 246

Li-ion Ni-Li Batteries Battery 246

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. We believe ammonia cracking will be a key enabling technology for the large scale uptake of clean hydrogen.

Hydrogen 186

Hydrogen Global Supplies MIT 186

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

MAY 13, 2021

Korea’s Doosan Heavy Industries & Construction has embarked on the development of technology for producing hydrogen using waste plastic and vinyl. Doosan Mecatec, a subsidiary of Doosan Heavy Industries & Construction, is also venturing into the hydrogen business. million tons in 2030 to 5.26 million tons by 2040.

Waste 320

Waste Hydrogen Industrial Industry 320

Green Car Congress

OCTOBER 5, 2022

Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. times from now until 2030, despite efforts to develop cathode capacity in the rest of the world—forecast to increase only 2.8

China 243

China Production Global North America 243

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.

Li-ion 378

Li-ion Industrial Industry Lithium Ion 378

Green Car Congress

MARCH 8, 2020

Japan’s New Energy and Industrial Technology Development Organization (NEDO), Toshiba Energy Systems & Solutions Corporation (Toshiba ESS), Tohoku Electric Power Co., The technology also needs functions to optimize system operation according to hydrogen supply and demand forecasting.

Low Cost 450

Low Cost Hydrogen Power Grid Japan 450

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

Green Car Congress

APRIL 12, 2022

billion in 2022 as 200mm fab utilization remains at high levels and the global semiconductor industry works to overcome the chip shortage. After climbing to $5.3 billion last year, 200mm fab equipment spending is expected to be $4.9 200mm installed semiconductor capacity and fab count, 2013 to 2024. Fab count is net of wafer-size conversions.

Supplies 454

Supplies Taiwan 2013 Japan 454

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

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.

2014 246

2014 Gasoline 2013 Fuel Economy 246

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

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

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 Motor Motors 98

Green Car Congress

MARCH 29, 2013

over the forecast period. Navigant expects conventional ethanol derived from corn starch, coarse grains, and sugarcane to remain the largest segment of biofuels throughout the forecast period. CAGR over the forecast period. Meanwhile, the anticipated rollout of supply targets will exceed actual production that same year.

Global 231

Global 2013 Gasoline Renewable 231

Green Car Congress

DECEMBER 17, 2021

The rapid growth of the hybrid and electric vehicle segment could potentially cause demand for electrical steel to outpace supply from 2025, according to a new report by a team of analysts from the Automotive Supply Chain and Technology team at IHS Markit. Supply is extremely limited in North America.

Supplies 243

Supplies Cleveland Electric Electrical 243

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

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.

Wind 220

Wind Solar Global Coal 220

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 US liquid fuels consumption will rise to 19.6 EIA forecasts regular-grade gasoline prices to average $2.92/gal million b/d in 2021. million b/d in 2022 to 101.4

2019 243

2019 Global Fuel Gasoline-Electric 243