Report: China now makes enough batteries for global EV production
Green Car Reports
APRIL 15, 2024
China already has enough battery manufacturing capacity to supply all global EV production, according to Bloomberg New Energy Finance.
Global Manufacturer Production Supplies 
Why New Production Sources of Tungsten Are Critical for Increased Global Supply
Green Car Congress
MARCH 4, 2021
All car manufacturers seem to be following in the same footsteps as Tesla. 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% in the April report for the Institute for Supply Management’s Manufacturing Index.
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BMW Group secures CO2-reduced steel for global production network
Green Car Congress
NOVEMBER 17, 2022
Following initial contracts with European suppliers, the BMW Group has now concluded further 2 -reduced-steel-for-global-production-network">agreements for the supply of CO 2 -reduced steel in the US and China. Steel is one of the main sources of CO 2 emissions in our supply chain.
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Siemens Energy to supply 1.8GW of electrolyzers to HIF Global for Texas eFuels facility
Green Car Congress
MARCH 10, 2023
eFuels company HIF Global ( earlier post ) and Siemens Energy reached an agreement under which Siemens Energy will supply electrolyzers to the HIF Matagorda eFuels Facility. We face a time of incredible expansion in hydrogen production amid global supply chain challenges.
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Benchmark: Africa’s lithium production to increase >10x this decade; potentially 12% of global supply
Green Car Congress
JULY 27, 2023
Africa’s mined lithium production output is set to increase more than ten-fold this decade, according to Benchmark’s Lithium Forecast. This will increase the region’s strength in the supply of critical minerals beyond cobalt, which the continent has historically dominated.
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New USGS methodology identifies 23 mineral commodities the supply of which poses greatest risk to manufacturing
Green Car Congress
FEBRUARY 23, 2020
Researchers at the US Geological Survey (USGS) and its partners have developed a new methodology to identify which mineral commodities important to US manufacturing are at greatest risk to supply disruption. The methodology evaluated the global supply of and US demand for 52 mineral commodities for the years 2007 to 2016.
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Daimler Truck and CATL expand global partnership on truck-focused batteries and supply
Green Car Congress
MAY 21, 2021
Daimler Truck AG and lithium-ion battery manufacturer and developer Contemporary Amperex Technology Co. CATL will be the supplier of lithium-ion battery packs for the Mercedes-Benz eActros LongHaul battery-electric truck, which is planned to be ready for series production in 2024. The supply will go beyond 2030.
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SK On signs MOU with Global Lithium Resources to bolster key battery materials supply chain
Green Car Congress
SEPTEMBER 30, 2022
South Korea-based SK On (SKO), a global EV battery manufacturer, signed a Memorandum of Understanding (MOU) with Australia’s Global Lithium Resources to explore future business opportunities together in regard to stable supply of lithium. Map of Western Australia showing the location of Global Lithium’s assets.
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GM boosting face mask production; sharing mask manufacturing plans
Green Car Congress
APRIL 10, 2020
Based on the number of requests for face masks for frontline workers, GM is increasing its production capacity for face masks at its Warren, Michigan facility. And we recognize it would be counterproductive for GM—or any other manufacturer—to compete for supplies with existing medical mask companies.
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Westport awarded additional production supply agreement for Euro 7 LPG fuel systems by global OEM
Green Car Congress
AUGUST 9, 2023
Westport Fuel Systems has been designated as the supplier of liquified petroleum gas (LPG) systems to a global original equipment manufacturer (OEM). This is in addition to the previously announced production supply agreement, adding new Euro 7 vehicle platforms planned for production by the OEM. —David M.
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Molicel to supply battery cells to Archer for production Midnight eVTOL
Green Car Congress
NOVEMBER 17, 2022
Molicel ), a supplier of lithium-ion battery cells, entered into a memorandum of understanding for Molicel to manufacture and supply the battery cells for Archer’s production electric vertical takeoff and landing (eVTOL) aircraft, Midnight. Archer Aviation and E-One Moli Energy Corp.
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Canada releases list of 31 critical minerals; domestic production, global impact
Green Car Congress
MARCH 15, 2021
Canada has released a list of 31 minerals considered critical for the sustainable economic success of Canada and its allies—minerals that can be produced in Canada, are essential to domestic industry and security and have the potential to support secure and resilient supply chains to meet global demand. —Seamus O’Regan Jr.
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Tesla selects Volex as a NACS coupler manufacturer
Green Car Congress
AUGUST 16, 2023
Volex plc, an integrated manufacturer of critical power and data transmission products, is now a licensed partner of Tesla for the North American Charging Standard (NACS) EV Charging system.
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Chinese manufacturers to ramp up production of graphene nanotube dispersions for EV batteries
Green Car Congress
AUGUST 4, 2022
Electric vehicle manufacturers are searching for a significant increase in energy density, an improvement of fast-charging capabilities, and a reduced cost for lithium-ion batteries. To meet the market’s needs, the licensed manufacturers of OCSiAl’s graphene nanotube dispersion in China are ramping up production capacities.
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S&P Global: looming shortfalls in copper supply will short-circuit net-zero goals absent significant new supply
Green Car Congress
JULY 15, 2022
The challenge of meeting Net-Zero Emissions by 2050 “will be short-circuited and remain out of reach” unless significant new copper supply comes online in a timely way, according to a new study by S&P Global that examines the growing mismatch between available copper supply and future demand resulting from the energy transition.
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Volkswagen global EV production network grows with launch of second German site in Emden
Green Car Congress
MAY 21, 2022
Volkswagen is expanding its global production network for electric vehicles by now starting to make the all-electric ID.4 4) and Hanover will also commence production this year. In addition, production of the iconic ID. 4’s start-up is on schedule, despite the global challenges during the two-year conversion phase.
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Plug and Nikola partner; hydrogen supply, liquefaction and up to 75 Nikola Tre fuel cell trucks
Green Car Congress
DECEMBER 16, 2022
Plug Power, a provider of turnkey hydrogen solutions for the global green hydrogen economy, and Nikola Corporation, a developer of zero-emissions transportation and energy supply and infrastructure solutions, have entered a strategic relationship focused on moving the hydrogen economy forward. Availability is expected to be 2H 2023.
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GM and Element 25 to expand US EV supply chain with domestic manganese sulfate production
Green Car Congress
JUNE 27, 2023
General Motors and Australia-based Element 25 Limited announced an agreement for Element 25 to supply up to 32,500 metric tons of manganese sulfate (MnSO 4 ) annually to support the annual production of more than 1 million GM EVs in North America. GM continues to strengthen its domestic supply base for EV production.
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IHS Markit: supply chain challenges to impact global light vehicle production well into 2022
Green Car Congress
AUGUST 23, 2021
During the first half of 2021, wafer fab capacity constraints were causing the greatest disruption and getting the most attention as the “semiconductor shortage” affecting automotive production. COVID-19 Still Impacting Supply Chain. Global Light Vehicle Production Forecast Implications. This represents an 8.3%
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ICCT report finds US domestic EV production and investment continues to fall; only 5% of global EV investment to go to US EV assembly plants
Green Car Congress
JUNE 29, 2021
The ICCT study finds that the United States’ share of cumulative global EV production decreased from 20% to 18% since 2010 and only 15% of the approximately $345 billion in global automaker EV investments are flowing to the US. Similarly, European manufacturing accounted for 25% of global EVs through 2020, up from 23% in 2017.
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GM and MP Materials enter long-term supply agreement to scale rare earth magnet sourcing and production in US
Green Car Congress
DECEMBER 10, 2021
General Motors and MP Materials ( earlier post ) have formed a strategic collaboration to develop a fully integrated US supply chain for rare earth magnets. This strategic collaboration seeks to accelerate the restoration of the US rare earth supply chain at commercial scale with high resiliency and environmental sustainability.
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Ballard to invest $130M in MEA manufacturing facility and R&D center in Shanghai
Green Car Congress
OCTOBER 3, 2022
Ballard Power Systems announced its strategy ‘local for local’ whereby it plans to deepen its global manufacturing footprint in Europe, the United States and China to support global market demand growth through 2030. Current Ballard global manufacturing capacity.
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Report: China now makes enough batteries for global EV production
Baua Electric
APRIL 15, 2024
China already has enough battery manufacturing capacity to supply all global EV production, according to Bloomberg New Energy Finance. China’s declared 2023 battery production alone was close to the actual global demand, according to BNEF, which notes that the U.S.,
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Graphex Technologies in MOU with Reforme Group to develop graphite manufacturing facilities in Australia; mine-to-battery graphite supply
Green Car Congress
DECEMBER 30, 2022
Graphex has a roadmap to grow production 40,000 metric tonnes per year over the next 3 years. The intent of the MOU is to evaluate collaborative opportunities strategically to locate, construct, and operate mid-stream graphite processing facilities throughout the world to support the global electrification of mobility.
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GM and GlobalFoundries in long-term direct supply agreement for US production of semiconductor chips
Green Car Congress
FEBRUARY 10, 2023
General Motors (GM) and GlobalFoundries (GF) have entered a strategic, long-term agreement establishing a dedicated capacity corridor exclusively for GM’s chip supply. This agreement supports GM’s strategy to reduce the number of unique chips needed to power increasingly complex and tech-laden vehicles.
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ABB-sponsored report suggests global plans for 80 new EV battery gigafactories insufficient
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.
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Volvo Cars inaugurates new battery assembly line at Ghent manufacturing plant
Green Car Congress
MARCH 5, 2020
Volvo Cars formally inaugurated a new battery assembly line at its Belgian manufacturing plant in Ghent, where it will start building its first fully electric car, the XC40 Recharge P8, later this year. —Geert Bruyneel, head of global production operations. Volvo XC40 Recharge powertrain.
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530 Westport Fuel Systems awarded €38M program to supply LPG fuel systems to a global OEM
Green Car Congress
JULY 12, 2022
has been awarded a program to develop and supply liquefied petroleum gas (LPG) systems for a number of vehicle applications for a global original equipment manufacturer (OEM). The deal is forecasted to provide €38 million in revenue through the end of 2025, with production expected to begin in Q4 2023.
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Octillion shipping 1,500 battery packs per day globally
Green Car Congress
DECEMBER 9, 2021
Octillion Energy, a global supplier of advanced high-density lithium-ion battery packs for passenger cars, trucks, buses, and energy-storage systems, has achieved the milestone of shipping more than 1,500 battery packs a day and expects to hit 2,000 packs per day this month. billion kilometers driven on its systems. million metric tons.
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onsemi and ZEEKR sign long-term supply agreement for SiC power devices
Green Car Congress
APRIL 27, 2023
onsemi, a provider of intelligent power and sensing technologies, and premium electric mobility brand ZEEKR have entered a long-term supply agreement (LTSA). The new LTSA will enable both companies to build a stronger supply chain relationship to support ZEEKR’s growth over the next decade.
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MP Materials and Sumitomo to strengthen rare earth supply in Japan
Green Car Congress
FEBRUARY 22, 2023
and Sumitomo Corporation announced an agreement to diversify and strengthen rare earth supplies in Japan. Further, the companies will collaborate on the supply of rare earth metals and other products. MP Materials’ Mountain Pass facility is the largest source of rare earth production in the Western Hemisphere.
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Niron Magnetics secures $17.5M ARPA-E SCALEUP grant to boost production of FeN magnets
Green Car Congress
NOVEMBER 23, 2022
Niron will use this financing to advance the commercial partnerships and pilot production of its rare earth-free Clean Earth Magnet, further demonstrating its potential to replace rare earth permanent magnets. One of the top 5 global wind turbine OEMs. Today, these magnets rely on rare earth elements. 2019.165962.
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POSCO starts production of high-purity nickel for batteries
Green Car Congress
AUGUST 29, 2021
POSCO has begun production of high-purity nickel—required for secondary batteries—at SNNC. POSCO plans to manufacture and sell 99.9% Last May, POSCO took a 30% stake in the Australian company Ravensthorpe, which specializes in nickel mining and refining production.
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Toyocolor to supply SK Innovation with Lioaccum conductive CNT dispersions for Li-ion cathodes
Green Car Congress
JULY 9, 2021
the colorants and functional materials division of Japan’s Toyo Ink Group, will supply the North American and European operations of SK Innovation, a South Korean lithium-ion (li-ion) battery manufacturer, with Toyocolor’s Lioaccum series of conductive carbon nanotube (CNT) dispersions. Toyocolor Co.,
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Argonne study finds rare earth supply disruptions can have long-range impacts
Green Car Congress
MAY 24, 2021
Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. The US government classifies these elements as critical materials in part based on their importance in manufacturing products that support national security.
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BWP, LiCAP, and Siemens partner on mass production of dry electrode manufacturing equipment
Green Car Congress
DECEMBER 7, 2022
BWP, LiCAP and Siemens have entered a strategic partnership to manufacture and commercialize innovative dry electrode manufacturing systems for the battery cell industry. BW Papersystems (BWP), a division of Barry-Wehmiller, is a capital equipment manufacturer for multiple industries. VP Global Product Lines.
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150 TSMC, Bosch, Infineon, and NXP to establish JV to bring advanced semiconductor manufacturing to Europe; €10B investment
Green Car Congress
AUGUST 9, 2023
plan to invest jointly ina joint venture—European Semiconductor Manufacturing Company (ESMC) GmbH, in Dresden, Germany—to provide advanced semiconductor manufacturing services. ESMC aims to begin construction of the fab in the second half of 2024 with production targeted to begin by the end of 2027.
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Hyundai Motor Group and SK On to invest $5B in EV battery cell production joint venture in Georgia
Green Car Congress
APRIL 26, 2023
Hyundai Motor Group plans to set up an electric vehicle (EV) battery cell production joint venture in the US with partner SK On. In November 2022, the Group signed a memorandum of understanding (MOU) with SK On to secure EV battery supply for North America.
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SK On takes 10% stake in Australia’s Lake Resources; battery-grade lithium supply deal
Green Car Congress
OCTOBER 12, 2022
SK On, a global electric vehicle (EV) battery manufacturer, signed a lithium supply deal with Australia’s Lake Resources ( earlier post ), a move that will further strengthen its key battery materials supply chain in response to robust business growth and geopolitical risks. million electric vehicles (EVs).
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Stellantis secures low-emission lithium supply for N American EV production from Controlled Thermal Resources
Green Car Congress
JUNE 3, 2022
(CTR) signed a binding offtake agreement for CTR to supply battery-grade lithium hydroxide for use in Stellantis’ North America electrified vehicle production. CTR will supply Stellantis with up to 25,000 metric tons per year of lithium hydroxide over the 10-year term of the agreement.
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186 Liquefied gas electrolyte company South 8 expands manufacturing facility; new pilot production line
Green Car Congress
NOVEMBER 15, 2022
product—LiGas( earlier post )—recently expanded its manufacturing facility, corporate offices and team of experts as interest grows in LiGas. South 8 Technologies, Inc., the developer of a novel liquefied gas electrolyte. and Chief Technology Officer Jungwoo Lee, Ph.D.,
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Sylvatex developing new lower-cost CAM manufacturing process for Li-ion batteries
Green Car Congress
SEPTEMBER 22, 2022
Advanced materials technology company Sylvatex (SVX) announced a new proprietary waterless production method that delivers premium EV-grade cathode active materials (CAM) at lower costs and that allows for a broader material input supply base to enable demand growth.
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Rio Tinto and Marubeni partner to create stronger and more responsible aluminum supply chains
Green Car Congress
FEBRUARY 16, 2023
Rio Tinto and Japanese trader and business conglomerate Marubeni Corporation have agreed a first sale under a new strategic collaboration agreement to secure a sustainable and reliable supply of Rio Tinto’s Responsible aluminum products to Japanese downstream manufacturers.
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SK IE Technology to supply separators for EV batteries to Sunwoda
Green Car Congress
MAY 3, 2023
SK IE Technology (SKIET) signed an MOU with Sunwoda , the 9 th largest battery manufacturer in terms of global market share (according to SNE Research in 2022), to strengthen cooperation in supplying battery separators. SKIET plans to supply separators produced at its Changzhou factory in China to Sunwoda.
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