Why New Production Sources of Tungsten Are Critical for Increased Global Supply

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by Lewis Black, CEO of Almonty Industries. and global economies with businesses and manufacturers having to close doors and furlough employees, the global trade markets plummeted to an 11-year low of 41.5% New Tungsten Production Will Open the Global Supply Chain.

Volkswagen bringing additional partners to Industrial Cloud; 11 in first step

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Volkswagen, together with Amazon Web Services (AWS) and integration partner Siemens, is opening up the Industrial Cloud ( earlier post ) to other manufacturing and technology companies. With the Industrial Cloud we are creating a platform allowing partners to contribute their solutions.

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Roskill: Rising prices could be new norm for lithium industry

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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. Falling sales in H2 2019 in China, the largest market for EVs, and a global reduction in sales caused by lockdowns related to the COVID-19 pandemic in H1 2020 slowed lithium demand growth, impacting demand from both battery and industrial applications.

Volkswagen and Amazon Web Services to develop Industrial Cloud; open industry platform

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Volkswagen and Amazon Web Services (AWS) will develop the Volkswagen Industrial Cloud together. Both companies announced a multi-year, global agreement jointly to develop this project. In the future, the Volkswagen Industrial Cloud will combine the data of all machines, plants and systems from all 122 facilities of the Volkswagen Group. Volkswagen’s industrial cloud, which will reinvent its manufacturing and logistics processes, is yet another example of how ?Volkswagen

2019 68

Siemens to be integration partner for Volkswagen Industrial Cloud

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The Siemens technology group will be the integration partner for the Volkswagen Industrial Cloud. Volkswagen and Amazon Web Services (AWS) earlier this week announced the development of the Industrial Cloud; in the future, the Volkswagen Industrial Cloud will combine the data of all machines, plants and systems from all 122 facilities of the Volkswagen Group. Apart from the applications and apps of the MindSphere platforms, this will also include industrial edge solutions.

2019 78

Amsted Industries forms automotive group to focus on electric and traditional vehicle markets

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Amsted Industries, a diversified designer and manufacturer of industrial solutions serving the railroad, vehicular and construction markets with a global footprint spanning 65 facilities in 10 countries across 6 continents, is bringing together two of its century-old, core Tier 1 automotive supply business units—Means Industries and Burgess Norton—to form the Amsted Automotive Group (AAG).

BNEF, Snam, IGU report finds global gas industry set to resume growth post-pandemic; low-carbon technologies for long-term growth

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After growing by more than 2% in 2019, global gas use is set to fall by around 4% in 2020, as the COVID-19 pandemic reduces energy consumption across the global economies. —Ashish Sethia, global head of commodities at BNEF.

2020 88

Japanese consortium reports successful demonstration of hydrogen supply chain system using MCH; semi-commercialization to begin

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Ltd and NYK Line, the other members of the Advanced Hydrogen Energy chain Association for technology Development ( AHEAD ), reported the successful completion of the world’s first global hydrogen supply chain system.

Nidec to acquire Mitsubishi Heavy Industries Machine Tool to support push into EV drives; E-Axle

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Nidec Corporation’s Board of Directors approved a resolution to acquire the shares of Mitsubishi Heavy Industries Machine Tool Co., After completion of the acquisition, Mitsubishi Heavy Industries Machine Tool will become Nidec-Shimpo’s third main business.

BMW Group increasing use of digitalization and Industry 4.0 in production logistics

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The BMW Group is increasingly relying on innovations from the fields of digitalization and Industry 4.0 The focus is on applications such as logistics robots, autonomous transport systems at plants and digitalization projects for an end-to-end supply chain. We are already working with tomorrow’s Industry 4.0 Connected supply chain. The BMW Group supply chain relies on a global supply network and close cooperation with numerous logistics service providers.

2018 92

IEA: record oil output from US, Brazil, Canada and Norway to keep global markets well supplied

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Oil production growth from the United States, Brazil, Canada and Norway can keep the world well supplied, more than meeting global oil demand growth through 2020, but more investment will be needed to boost output after that, according to the International Energy Agency’s latest annual report on oil markets. However, the report finds that despite falling costs, additional investment will be needed to spur supply growth after 2020.

2018 78

ADEME / IFPEN study examines non-geological risks in the security of lithium supplies based on electrification of global car fleet

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ADEME, France’s Environment and Energy Management Agency, carried out a study with IFP Energies nouvelles (IFPEN) on the dynamics of lithium supply and demand, based on different scenarios for the electrification of the global car fleet by 2050. The lithium market continues to grow; in 2015, the market grew by 5% a year, and supply will have to increase sharply to meet future demand.

2018 81

Roskill sees recovery in lithium industry, buoyed by demand from rechargeable battery applications

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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.

2020 110

UNSW Sydney to lead hydrogen supply chain study with Germany

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UNSW Sydney will lead a consortium of Australian research and industry partners, who will work together with partners in Germany to test the feasibility of a renewable energy-based hydrogen supply chain between the two countries. UNSW is a leader in hydrogen research and home to the ARC Training Center for The Global Hydrogen Economy, as well as the Hydrogen Energy Research Center.

2020 68

EU JRC releases Roskill study on demand and supply security of nickel for EV batteries; risk of shortages

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The European Commission’s Joint Research Centre (JRC) has released a report by Roskill that analyzes the EU’s nickel requirements for EV batteries within the context of the global market over a twenty-year forecast horizon to 2040.

NiCd 96

Neste to supply DHL Express with sustainable aviation fuel at SFO

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Neste, the world’s leading provider of renewable diesel and sustainable aviation fuel (SAF) has signed an agreement to supply SAF to DHL Express, the express service arm of Deutsche Post DHL Group, world’s leading mail and logistics company.

2020 93

Neste and Shell sign agreement to increase the supply of sustainable aviation fuel

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Anticipating increasing desire from airlines to reduce emissions, Neste and Shell Aviation have entered into a sustainable aviation fuel (SAF) supply agreement. This agreement significantly increases the supply and availability of SAF for the aviation industry with effect from October 2020.

2020 96

Opinion: Global Oil Supply More Fragile Than You Think

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The growing acceptance that oil prices could stay lower for longer will kick off a fresh round of cuts in spending and workforces for the oil industry. “ But the delay of 46 major oil and gas projects that have 20 billion barrels of oil equivalent in reserves mean that global production several years from now could be much lower than anticipated. It makes sense for companies to cut today, but collectively that could lead to much lower supplies in the future.

2015 73

CF Industries to build green ammonia plant in Louisiana

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CF Industries’ Board of Directors has approved a green ammonia project at the company’s flagship Donaldsonville Nitrogen Complex to produce approximately 20,000 tons per year of green ammonia. CF Industries is a leading global manufacturer of hydrogen and nitrogen products for clean energy, emissions abatement, fertilizer, and other industrial applications. —Tony Will, president and CEO, CF Industries.

Shipping industry companies launch new zero-carbon shipping research center

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A group of leading shipping industry companies are taking the next step to develop new fuel types and technologies by launching the Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping. Møller - Mærsk, Cargill, MAN Energy Solutions, Mitsubishi Heavy Industries, NYK Lines and Siemens Energy. As an independent research center, it will work across the entire shipping sector with industry, academia and authorities.

2020 76

DOE issues RFI to strengthen battery critical materials supply chains

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The US Department of Energy’s (DOE’s) Office of Energy Efficiency & Renewable Energy (EERE) announced a request for information (RFI) ( DOE-FOA-0002358 ) on challenges and opportunities in the upstream and midstream critical-materials battery supply chains. In this RFI, DOE specifically seeks input on the current state of the battery cathode materials supply chains, as well as opportunities for near-term and long-term research and development (R&D).

2020 68

REG to supply biodiesel/renewable diesel blend to 12 locations in Nor Cal

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to supply REG Ultra Clean at 12 locations in Northern California. REG is North America’s largest producer of biodiesel and an industry-leading producer of renewable diesel. Renewable Energy Group (REG) has entered into an agreement with Hunt & Sons, Inc.

2020 105

Consortium proposes large-scale industrial cultivation of marine microalgae (ICCM) as solution to global energy, food, and climate issues

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Members of the Marine Algae Industrialization Consortium (MAGIC), led by Duke University in North Carolina, have published an open-access paper in the journal Oceanography presenting the large-scale industrial cultivation of marine microalgae (ICMM) as an answer to pressing global energy, food and climate security issues. Climate, energy, and food security are three of the most important global challenges society faces during the twenty-first century.

2016 93

Japan launches first global hydrogen supply chain demo project; liquid organic hydrogen carrier (LOHC) technology

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Nippon Yusen Kabushiki Kaisha—have launched the “Advanced Hydrogen Energy Chain Association for Technology Development”(AHEAD) along with the world’s first Global Hydrogen Supply Chain Demonstration Project. Hydrogen gas will then be extracted from the liquid in Kawasaki and supplied to consumers. In the consumer country, hydrogen is extracted from MCH by a dehydrogenation reaction and supplied as hydrogen gas.

Denyo and Toyota jointly develop and start verification tests for fuel cell power supply vehicle that uses hydrogen to generate electricity

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and Toyota Motor Corporation have jointly developed a fuel cell power supply vehicle that uses hydrogen to generate electricity. Denyo and Toyota are both actively engaged in efforts for the global environment as they see related problems as important issues for management. Denyo Co.,

2020 120

Neste and ANA collaborate on first supply of Sustainable Aviation Fuel in Asia

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Neste and All Nippon Airways (ANA), Japan’s largest and a 5-Star airline, are entering a sustainable aviation fuel (SAF) supply agreement. ANA will become the first airline to use SAF on flights departing from Japan; the agreement also represents Neste’s first SAF supply to an Asian airline. Although the ongoing COVID-19 pandemic has significantly impacted the airline industry, ANA is committed to maintaining its existing environmental, social and governance (ESG) goals for 2050.

2020 87

Honda to supply next generation INDYCAR hybrid power units

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Honda welcomes this step to the future by INDYCAR, action that mirrors Honda's efforts to develop and manufacture high performance, electrified products that will meet industry challenges and delight our customers. Globally, Honda expects two-thirds of its new vehicles sales to be electrified by 2030. Honda supports INDYCAR’s announcement of a new hybrid power unit formula, to take effect with the start of the 2023 NTT INDYCAR SERIES season.

2020 64

Global Bioenergies reports successful production of isobutene by fermentation in industrial pilot

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Audi partner Global Bioenergies (GBE) has successfully carried out its first isobutene production trial at its industrial pilot site in Pomacle-Bazancourt. A production run was initiated on 3 November, resulting in the first production of isobutene—a gaseous hydrocarbon—by fermentation in an industrial environment. This marks the first fermentative production of isobutene outside of Global Bioenergies’ R&D laboratories located in Evry near Paris.

2014 76

Ford, Huayou Cobalt, IBM, LG Chem, RCS Global launch blockchain pilot to address concerns in strategic mineral supply chains; cobalt to start

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Ford Motor Company, Huayou Cobalt, IBM, LG Chem and RCS Global will use blockchain technology to trace and validate ethically sourced minerals in an effort to support human rights and environmental protection while helping infuse more transparency into global mineral supply chains. We remain committed to transparency across our global supply chain. —Lisa Drake, vice president, global purchasing and powertrain operations, Ford Motor Company.

2019 68

Study finds cobalt supply can meet demand for EVs and electronics batteries through 2030

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A study by a team from MIT, with colleagues from Alfred University, UC Berkeley, and RIT, has found that supplies of cobalt—a critical material in some battery chemistries—is adequate in the short-term (up to 2030), but that the industry needs to invest in additional efficient refining and recycling capacity, so it can continue to meet demand. Demand for these vehicles and their batteries is growing swiftly: In 2018, the global electric car fleet numbered in excess of 5.1

2020 90

Mitsubishi Motors Corporation to supply global compact sedan to Chrysler de Mexico

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Mitsubishi Motors Corporation (MMC) and Chrysler de Mexico (CdM) announced a five-year agreement in which MMC will supply its global compact sedan to CdM, to be sold in Mexico starting November 2014. This car will compete in the B segment, one of the largest in the Mexican market which represented 23% of the Mexican Automotive Industry with sales of more than 250,000 during 2013.

2014 76

Australia’s Jemena to supply green hydrogen to Hyundai from 2021; Green Gas project

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Leading Australian energy infrastructure company Jemena has signed a new deal to supply Australia’s emerging zero emission vehicle industry with renewably generated green hydrogen. Jemena’s Managing Director, Frank Tudor, said the deal will make hydrogen gas generated from solar and wind power available to the vehicle industry.

2020 86

Volkswagen Truck & Bus launches RIO: open cloud-based platform for transportation industry digitization

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to MAN’s heavy-duty distribution eTruck—Volkswagen Truck & Bus is launching RIO—a new brand bundling digital solutions for transportation & logistics into a cloud-based open platform that can serve as the “operating system” for the entire transportation industry. RIO will connect all players in the supply chain—shippers, dispatchers, carriers, drivers and recipients—with a uniform information and application system including forecasting features.

2016 76

Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

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As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. At this time, the loss of supply from these closures amounted to more than 1% of the total mine supply in 2019. Roskill expects the cobalt market to face more severe supply disruption should the prevention and control measures be further extended on a global scale.

2020 81

The $32-Trillion Push To Disrupt The Entire Oil Industry

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Global oil and gas companies are increasingly facing an uphill battle as global warming policies are taking their toll. Increased shareholder activism, combined with global warming policies of institutional investors and NGOs, are pushing IOCs in a corner, constricting financing options for oil companies. In contrast to what some media sources are suggesting, oil and gas demand will not diminish, on the contrary, oil and gas prices will rise due to a lack of supply.

2019 80

Hyundai Motor Group, SK Innovation to collaborate on development of EV battery industry ecosystem

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The two parties announced their plan to cooperate in diverse business areas related to the EV battery industry, including battery sales solutions, battery management service and battery reuse and recycling. Unlike existing cooperation schemes between mobility companies and battery companies that tended to center on battery supply, the Hyundai-SK cooperation aims for a virtuous cycle of battery usage known as the Battery as a Service (BaaS), which includes lease or rental service.

2020 64

UPS enters into RNG supply agreements with Kinetrex and TruStar; up to 80M gallon equivalents

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Together, these two contracts will supply UPS with up to 80 million gallon equivalents (GEs) of RNG over the terms of the agreements. —Mike Whitlatch, vice president of global energy and procurement, UPS. The Kinetrex Energy contract will supply UPS with up to 52.5 The agreement also allows Kinetrex to supply UPS an additional 50 million gallons over the same period as Kinetrex develops additional RNG plants.

2020 87

UQ study highlights ESG challenges for critical metals supplies

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In a new study published in ACS’ Environmental Science & Technology , University of Queensland researchers have highlighted the effects environmental, social and governance (ESG) risks will have on the global supply of metals without major innovations in the mining industry. Research on metal criticality has predominately assessed the supply risk for metals at a macro-scale. Our methodology assesses source risks for the supplying regions of the globe.

2019 60

DOE selects national laboratories to establish industry partnerships for battery manufacturing innovation

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Industry Partner. Koura Global. This funding opportunity is part of the Energy Storage Grand Challenge, a DOE-wide effort to create and sustain global leadership in energy storage utilization and exports, with a secure domestic manufacturing supply chain that does not depend on foreign sources of critical materials.

2020 70

IEA: COVID-19 crisis causing the biggest fall in global energy investment in history

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The COVID-19 pandemic has set in motion the largest drop in global energy investment in history, with spending expected to plunge in every major sector this year—from fossil fuels to renewables and efficiency—the International Energy Agency said in a new report. At the start of 2020, global energy investment was on track for growth of around 2%, which would have been the largest annual rise in spending in six years.

2020 89

Pike highlights 10 trends influencing growth of global fuel cell industry in 2011

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The fuel cell industry is growing even in the face of a global economic recession, with 2010 revenues exceeding $750 million. Markets such as uninterruptible power supplies (UPS), residential combined heat and power (CHP), power for remote monitoring equipment, auxiliary power units (APUs), and portal power for military applications have all experienced an increase in traction over the last year.

2011 94

Toray to supply carbon fiber composite materials for Lilium’s all-electric air vehicle

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Toray Industries concluded an agreement with Lilium GmbH to supply carbon fiber composite materials for the Lilium Jet. Under the agreement, Toray will supply the material directly to Lilium for use in the production of further technology demonstrators; subsequently, the material will be delivered directly to suppliers who will manufacture parts for prototypes and serial production.

2020 68

Volkswagen Group and Chinese manufacturer Ganfeng sign memorandum of understanding for long-term lithium supplies

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GFL) registered in Jiangxi (China) have signed a memorandum of understanding on long-term lithium supplies for battery cells. Under the agreement, Ganfeng will supply lithium to the Volkswagen Group and its suppliers for the next ten years. The rapid increase in vehicle electrification in the automotive industry will have a major impact on global raw material markets. The global lithium demand is expected to more than double by 2023.

2019 90