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. Demand for lithium ion batteries is forecast to grow to 3.7 TWh, as assessed in Benchmark’s Lithium ion Battery Database.

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Industrial Industry Global Lithium Ion 243

Green Car Congress

AUGUST 7, 2022

Africa could overtake China as the world’s largest producer of natural graphite for lithium ion batteries as soon as 2026, according to Benchmark Mineral Intelligence, in a sign of the continent’s growing importance to the electric vehicle supply chain. of the world’s lithium-ion battery capacity.

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Africa China Lithium Ion Madagascar 259

Green Car Congress

SEPTEMBER 5, 2023

Demand for manganese in batteries is set to grow over eight-fold this decade, due to new battery chemistries and rising electric vehicle sales, according to Benchmark’s Manganese Sulphate Market Outlook. —Jess Roberts, Benchmark’s Head of Forecasting New battery chemistries are expected to use even more manganese.

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Batteries Battery Louisiana Lithium Ion 195

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

Green Car Congress

JULY 23, 2021

BHP will supply Tesla Inc. and to collaborate with them on ways to make the battery supply chain more sustainable through our shared focus on technology and innovation. It adds to two more nickel supply deals that Tesla has likely secured to lock up its expected demand from 2022 onwards with Prony Resources and Vale.

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Supplies Lithium Ion Tesla Australia 186

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. Today, Benchmark tracks just 40 mines which produced lithium this year. —Simon Moore.

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Lithium Ion Energy Storage 2015 Supplies 360

Green Car Congress

MAY 20, 2013

Consumption of lithium in rechargeable batteries by end use, 2012-2017, kt LCE. Roskill is an international metals and minerals market research firm. Batteries accounted for 27% of global lithium consumption in 2012, up from 15% in 2007 and 8% in 2002. Source: Roskill. Click to enlarge.

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Market Chile Argentina Batteries 296

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.

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Industrial Industry Lithium Ion Li-ion 337

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.

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Recharge Li-ion Industrial Industry 334

Green Car Congress

JULY 31, 2019

Energy storage installations around the world will multiply exponentially, from a modest 9GW/17GWh deployed as of 2018 to 1,095GW/2,850GWh by 2040, according to the latest forecast from research company BloombergNEF (BNEF). South Korea is the lead market in 2019, but will soon cede that position, with China and the US far in front by 2040.

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Energy Storage Grid Global Energy 225

Green Car Congress

OCTOBER 20, 2022

billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. Albemarle US , Kings Mountain Lithium Materials Processing Plant, $149,658,312. Of that, $1.6

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Parts Batteries Battery Lithium Ion 459

Green Car Congress

JUNE 22, 2018

Growth in the consumption of lithium accelerated in 2017 by more than 10% on 2016 levels to reach 211,000t lithium carbonate equivalent (LCE), according to a new report by Roskill. Demand for lithium is expected to approach 1.0Mt LCE in 2027. New lithium operations.

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Supplies Li-ion Batteries Battery 218

Electric Vehicles India

SEPTEMBER 13, 2021

Climate impact of lithium-ion batteries & how to measure it . Lithium-ion batteries are something which everyone prefers over lead-acid batteries, since the last ten years its been seen used mostly mobiles to every electronic appliance. Read further to know more about the climate impact of lithium-ion batteries. .

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Lithium Ion Climate Batteries Battery 82

Get Electric Vehicle

FEBRUARY 14, 2024

In its Resources and Energy Quarterly, the Australian Office of the Chief Economist (AOCE) predicted that as the market moves into a phase of excess supply, lithium prices will probably fall this year and BloombergNEF’s annual battery price survey predicts the price of the Lithium-Ion battery will also likely to reduce.

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Supplies Lithium Ion Market Charging 40

Green Car Congress

APRIL 5, 2013

In a new report , Navigant Research forecasts that the global market for e-bicycles will grow at a modest rate of 3.1% CAGR, respectively), the market research firm anticipates. Western Europe is currently the second largest market (behind China) with an expected 1.0 Navigant expects the China market will reach 28.0

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2020 Li-ion Market China 278

Green Car Congress

SEPTEMBER 10, 2022

Demand for lithium-ion batteries is set to grow six-fold by 2032, according to Benchmark. Accordingly, the world needs more than 300 new mines to be built by 2035 if raw material supply is to keep up with this demand, according to a new analysis by Benchmark. However, recycling could help reduce the number of mines needed.

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Li-ion Batteries Battery Lithium Ion 447

Green Car Congress

JUNE 10, 2021

BNEF’s Economic Transition Scenario (ETS) —which assumes no additional policy measures—would see global sales of zero-emission cars rising from 4% of the market in 2020 to 70% by 2040. Lithium-ion battery demand from EVs is set to rise sharply, from the current 269 gigawatt-hours in 2021 to 2.6

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Market Fuel Economy Transportation Economy 269

Green Car Congress

MAY 18, 2018

The tight supply/demand situation for graphite electrodes is expected to persist for much longer than many market observers expect. Meanwhile, needle coke is being increasingly diverted into the battery market. Price rises are the result of a perfect storm of conditions in China, Roskill said.

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Price Market Lithium Ion Batteries 207

Green Car Congress

JUNE 14, 2023

According to global technology intelligence firm ABI Research, the worldwide commercial Electric Vehicle (EV) market is projected to grow from US$30.7 This market valuation refers to the total industry-wide global revenues derived from all commercials EVs sold yearly. billion in 2020 to more than US$682 billion by 2030.

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Commercial Market Isuzu Fleet 150

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.

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Li-ion Tesla Lithium Ion Price 259

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.

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Indonesia Coal Lithium Ion Asia 195

Green Car Congress

APRIL 20, 2012

Roland Berger forecasts for LiB market size by vehicle class (left) and region (right). Roland Berger Strategy Consultants has updated its global Li-ion automotive battery study ( earlier post ). billion to US$9-10 billion by 2015, despite scaled-back forecasts for previously announced models. Click to enlarge.

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Li-ion 2015 Market Batteries 281

Green Car Congress

FEBRUARY 13, 2023

the parent company of the Tokyo-based specialty chemicals group Toyo Ink Group, has established a new manufacturing subsidiary, LioChem e-Materials LLC, for the production of Lioaccum conductive carbon nanotube (CNT) dispersions used in lithium-ion battery (LiB) cathodes. Toyo Ink SC Holdings Co., in Georgia. in Georgia.

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Production North America Georgia Kentucky 273

Green Car Congress

JULY 1, 2021

China controls the battery chemical industry, with the biggest market share for all of the five main battery materials: lithium, nickel, manganese, cobalt and graphite. Lithium well-supplied up to 2025: The carbonate and hydroxide should be sufficiently supplied until at least 2025.

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Li-ion Batteries Battery South Africa 300

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% Of the projected US$18-billion market in 2020, 58% of the sales will be from the transportation sector, historically one of the most of important industries for lead-acid batteries.

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Lead Acid 2020 Transportation Market 231

Green Car Congress

MAY 21, 2018

The electrification of road transport will move into top gear in the second half of the 2020s, due to tumbling battery costs and larger-scale manufacturing, with sales of electric cars surging to 28%, and those of electric buses to 84%, of their respective global markets by 2030. But the big new feature of this forecast is electric buses.

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Supplies China Financing Global 210

Green Car Congress

FEBRUARY 17, 2020

Whether steel mills will revert to vanadium now that prices of ferro-vanadium and ferro-niobium are close to parity is unsure as niobium price stability is perceived as a major marketing advantage, according to Roskill. Another key characteristic of the niobium market is its highly concentrated supply. Griffith et al.

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Li-ion Industrial Industry Lithium Ion 378

CleanTechnica EVs

APRIL 20, 2021

In this first part of a two-part interview for CleanTech Talk, Rodney Hooper of RK Equity talks lithium and EV battery production and supply forecasts for 2025–2030 in Europe, China, the US, and globally. Listen via the embedded SoundCloud player below, or via your preferred podcasting network (see options below).

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Parts Europe China Batteries 135

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. The result will be renewables eating up more and more of the existing market for coal, gas and nuclear. NEO 2018 sees $11.5 BNEF sees $1.3

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Wind Solar Global Coal 220

Green Car Congress

MARCH 15, 2018

Lithium and cobalt are fundamental components of present lithium-ion batteries. 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.

Supplies 281

Supplies Batteries Battery Sodium 281

Green Car Congress

MAY 20, 2020

BloombergNEF (BNEF) forecasts that sales of electric passenger vehicles will fall 18% in 2020 to 1.7 The figures, if realized, have major implications for oil and electricity markets. The long-term trajectory has not changed, but the market will be bumpy for the next three years. million barrels per day. million units.

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2020 Sale Market Cars 243

Green Car Congress

NOVEMBER 2, 2022

META will contribute the PLASMAfusion technology platform, system development and independent testing of finished cells; DuPont Teijin Films will develop and supply the polyester substrates, and Mitsubishi Electric Europe will contribute automation technology, expertise, and interface to machine builders. “We million tons of copper by 2035.

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Mitsubishi Europe Batteries Battery 300

Green Car Congress

FEBRUARY 23, 2021

Market analysis firm FutureBridge expects that cost-parity between Li-ion and solid-state batteries could be achieved in another five years. Solid Power, Quantum Scape, and ilika forecast at least five years for SSBs to enter the automotive market.

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Li-ion Batteries Battery Lithium Ion 218

Green Car Congress

NOVEMBER 20, 2014

The battery market currently represents approximately 23% of global flake graphite output and is expected to be a rapidly growing sector due to lithium ion (Li-ion) battery demand (Source: Benchmark Minerals). If these forecasts are accurate, approximately 240,000 tonnes of spherical graphite would be required per year.

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Li-ion Mozambique Market Batteries 236

Green Car Congress

AUGUST 26, 2021

The system will offer eVTOL makers four times the energy density of existing lithium-ion batteries; twice the specific power of existing hydrogen fuel cell systems; and up to a 50% reduction in direct operating costs relative to turbine-powered rotorcraft. Other players include major aircraft companies such as Airbus and Boeing.

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Hydrogen Fuel Lithium Ion 2020 448

Green Car Congress

MARCH 30, 2015

Daimler AG has selected LG Chem as the supplier of lithium-ion batteries for the smart EV that will be newly launched in 2016. By signing a supply contract with Daimler, LG Chem has become the world’s biggest automotive battery supplier, having at least 13 global automakers among the top 20 global brands. billion by 2020.

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Li-ion Supplies Lithium Ion Batteries 150

Green Car Congress

NOVEMBER 8, 2018

The falling cost of batteries is set to drive a boom in the installation of energy storage systems around the world in the years from now to 2040, according to the latest annual forecast from research company Bloomberg NEF (BNEF). The global energy storage market will grow to a cumulative 942GW/2,857GWh by 2040, attracting $1.2

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Energy Storage Energy South Korea Grid 275