CN EV Post

NOVEMBER 6, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

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Supplies Auto Sale Companies 73

CN EV Post

NOVEMBER 6, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

Supplies 72

Supplies Auto Sale Companies 72

Green Car Congress

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 The US is targeting a 50% penetration rate of EVs (battery, plug-in hybrid, and fuel cell) in new sales by 2030. Globally, Benchmark’s Lithium ion Battery Database forecasts that 43.7%

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Industrial Industry Lithium Ion General Motors 369

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).

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Market Indonesia Russia Supplies 304

CN EV Post

JULY 4, 2023

Nio has given its supply chain a full-year sales forecast of 240,000 units, according to local media.

Sale 64

Sale Auto Supplies 64

Green Car Congress

JUNE 22, 2018

Automotive applications were the largest market for Li-ion batteries in 2017, with Chinese sales of plug-in electric vehicles (PEV) increasing by around 20% y-o-y. This placed strain on the battery supply chain which is likely to continue, with Roskill estimating that Chinese PEV sales could reach around one million units in 2021.

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Supplies Li-ion Battery Batteries 218

Green Car Congress

MARCH 13, 2020

Early data from the main markets in Asia shows a drop in vehicle sales of 44% for China and 18% for Korea, two of the hardest hit countries. Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. Chart: BloombergNEF.

Energy Storage 416

Energy Storage Renewable Energy Asia 416

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

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Battery Batteries Louisiana Lithium Ion 195

Baua Electric

JULY 5, 2023

AlixPartners forecast China’s total auto gross sales would develop 3 p.c million automobiles, convalescing to the extent of gross sales prior to COVID-19. It forecast expansion to 30.6 executive has supplied $12 billion in subsidies over that week, AlixPartners mentioned. this life to 24.9 in Europe, 19 p.c

Chinese 52

Chinese Sale Automobile Asia 52

Green Car Congress

MARCH 5, 2020

Driving the drop in sales was the emergence in December 2019 of the coronavirus (COVID-19) in Wuhan, China. This has created a knock-on effect for both vehicle sales and production, with dealerships devoid of customers and factories at a standstill with no one to operate them. Sales in the world’s single largest vehicle market sank 33.1%

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Sale 2012 Global 2019 286

Green Car Congress

APRIL 1, 2020

The COVID-19 has hit the Chinese EV sector hard; CRU, a provider of business intelligence on the global metals, mining and fertilizer industries, believes that weak sales will last at least until early Q2 2020. Nonetheless, it continues to forecast Chinese EV sales growth in 2020 over 2019’s total.

Chinese 221

Chinese Sale China 2020 221

Green Car Congress

DECEMBER 24, 2021

The zero-emission electric commercial vehicle market has a challenge at its core: battery sourcing and supply conditions. A successful and rapid transition to zero-emission transportation and achieving the related climate goals depends on a strong, sustainable and low-cost North American battery supply and sourcing chain.

Commercial 186

Commercial Supplies Battery Batteries 186

Green Car Congress

JANUARY 16, 2022

Hyzon Motors reported that it delivered 87 fuel-cell-powered heavy-duty vehicles in 2021 under commercial sales agreements. Eight dump trucks that were deployed under trial leases in Foshan, a UN Hydrogen Demonstration City in China, are not included in the 87 vehicle deliveries.

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Fuel Vehicles Asia Hydrogen 334

Teslarati

SEPTEMBER 28, 2021

Earlier today, GLJ Research released its Q3 2021 delivery forecast at 223,000 vehicles, which is slightly above consensus estimates. Tesla delivered 201,250 electric cars in Q2 , despite global supply chain and logistics challenges. In terms of Johnson’s claim that Tesla sales are declining, this is not accurate.

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Norway Tesla Sale Battery 130

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 Battery 135

Green Car Congress

JANUARY 12, 2020

With 4G handsets now representing 95% of domestic sales, market saturation has resulted in mobile phone sales through to July dropping by 5% year-to-date. Chinese EV sales through to July totalled 696,000 this year. Another factor in the decline in lithium prices is the surge in mine supply. Raw material oversupply.

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Price China Sale 2019 243

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

Green Car Congress

FEBRUARY 20, 2022

Australia-based battery materials company Liontown Resources Limited entered into a legally binding sales and purchase term sheet with electric vehicle manufacturer Tesla for the supply of spodumene concentrate. Li 2 O and 130ppm Ta 2 O 5 , Kathleen Valley is forecast to initially produce ~500 ktpa of SC6.0

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Supplies Tesla Australia Price 243

Green Car Congress

DECEMBER 31, 2014

Cumulative light-duty NGV sales by segment. 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 between 2014 and 2024, with the number of passenger car sales growing at a slightly slower rate (5.3% Source: Navigant.

Gas 244

Gas North America Global Vehicles 244

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. Lithium demand by application in 2019. Source: Roskill.

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Recharge Li-ion Industrial Industry 334

Green Car Congress

MARCH 8, 2020

Renewable energy output is subject to large fluctuations, so FH2R will adjust to supply and demand in the power grid in order to maximize utilization of this energy while establishing low-cost, Green hydrogen production technology. It has the capacity to produce, store, and supply up to 1,200 Nm 3 of hydrogen per hour (rated power operation).

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Low Cost Hydrogen Power Grid Japan 450

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. Near-term, a total of 2.9 million tonnes LCE will be needed by 2032, more than the 2.7 —Simon Moore.

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Lithium Ion Energy Storage 2015 Supplies 360

Green Car Congress

NOVEMBER 13, 2022

China continues to dominate BloombergNEF’s (BNEF) global lithium-ion battery supply chain ranking, for the third time in a row, for both 2022 and its projection for 2027, due to continued support for the electric vehicle demand and raw materials investments. —Allan Ray Restauro, metals and mining analyst at BNEF and lead author.

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Supplies Canada South Korea Battery 195

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 LD NGVs sales in 2025. million vehicles in 2015 to 3.9

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2015 Gas Global North America 150

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

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2019 Global Fuel Gasoline-Electric 243

CleanTechnica EVs

APRIL 19, 2021

We’ve been writing and talking a lot about Tesla’s sales goals and Tesla sales forecasts from people like Troy Teslike and me. We’ve also been covering in great depth the battery supply chain that is needed to make high-volume Tesla vehicle sales possible.

Sale 144

Sale Tesla Conversion Supplies 144

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. Annual global light duty vehicle sales.

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Supplies China Financing Global 210

CN EV Post

NOVEMBER 7, 2023

NIO does not intend to improve sales on 5,6,7,8 in 2024. I think William Li is gambling on the new D series instead of making changes to the current structure and business strategy. D models probably doesn't share the supplier chain with the current E models. I hope the D models won't share the same marketing strategy with E models.

Sale 73

Sale Supplies Auto Market 73

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 Battery Batteries North America 448

Green Car Congress

JANUARY 8, 2014

North America, Europe, and Asia Pacific will continue to drive PEV sales, as the technology will have only limited availability in the emerging markets of Latin America and Africa. The requirement has been extended through 2025; however, the mandated sales levels are not likely to be met, Navigant notes. Electric motorcycles breakout.

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2014 Global Sale Motorcycles 346

CN EV Post

NOVEMBER 6, 2023

22, 2023 : "NIO is 'very confident' of meeting its target of doubling its sales to 250,000 electric vehicles this year" - per Chief Financial Officer Steven Feng, ". For those wondering about NIO sales in Europe , read Handelsblatt's numbers from data provider Marklines. As reported in Bloomberg Mar. And now likely not in 2024 either.

Sale 72

Sale Supplies Auto Price 72

Teslarati

FEBRUARY 22, 2023

This represents potential sales of more than $2.7 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.

Saudi Arabia 98

Saudi Arabia Arizona Motors Motoring 98

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.

Sale 73

Sale Legal Corporation Supplies 73

Green Car Congress

MAY 19, 2021

The report is the first comprehensive study of how to transition to a net zero energy system by 2050 while ensuring stable and affordable energy supplies, providing universal energy access, and enabling robust economic growth. Solar is the world’s single largest source of total energy supply.

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Supplies Fuel Sale Solar 170

CN EV Post

NOVEMBER 8, 2023

@John Hanna In reply to John Hanna. Do you think that it's very not NIO not performing as expected? And part of the reason is the short selling. In any case the ultimate decision to invest relies on you. If you lose money, that's your responsibility

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Supplies Auto Sale Parts 95

Green Car Congress

NOVEMBER 30, 2020

While cobalt prices have shown positive signs of late, there are nuances within the market which highlight the key fundamentals that will likely decide cobalt’s future price trend—which is taking its cues less and less from the industrial metal supply chain, according to a new report from Benchmark Mineral Intelligence.

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Price Battery Batteries 2020 382

Green Car Congress

APRIL 30, 2022

China’s “zero-COVID” policy could slow sales of electric vehicles this month as consumers in the country’s biggest city remain at home. At the same time logistical difficulties caused by the lockdowns in Shanghai and elsewhere are disrupting supply chains for automakers and battery producers. —Jiang Li, CATL board member.

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Price Chinese Sale Battery 279