Global, Market, Production and Supplies

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

Green Car Congress

MARCH 4, 2021

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. This also means they will face their usual litany of production challenges.

Supplies

Supplies Global South Korea Production

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. The continent is forecast by Benchmark to produce just 0.1%

Namibia

Namibia Supplies Global Africa

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.

Texas

Texas Global Supplies Energy

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.

BMW

BMW Global CO2 Production

Ammonia market to triple by 2050 with nearly all growth coming from low-carbon supply; shift to energy markets

Green Car Congress

JULY 12, 2023

The global market for ammonia is poised to triple in the coming decades with nearly all of the growth coming from low-carbon ammonia, according to a new analysis by S&P Global Commodity Insights. The rapid growth in ammonia driven by low-carbon supplies will change the current market beyond recognition.

Market

Market Carbon Supplies Insight

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.

Supplies

Supplies Global Fuel Alternative Fuels

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. Incorporated in 2018, Global Lithium was listed on the Australian Stock Exchange last year.

Supplies

Supplies Global South Korea Batteries

Deloitte forecasts clean hydrogen market to hit US$1.4T per year by 2050

Green Car Congress

JULY 4, 2023

In a new report , Deloitte forecasts that the clean hydrogen market will top the value of the liquid natural gas trade by 2030 and grow further to US$1.4 To achieve climate neutrality by 2050, the clean hydrogen market capacity can grow to 170 million tons (MtH 2 eq) in 2030 and to 600 MtH 2 eq in 2050. trillion per year by 2050.

Clean

Clean Cleaning Hydrogen Market

Cummins to supply 35MW electrolyzer system to Linde for green hydrogen production in Niagara Falls

Green Car Congress

DECEMBER 14, 2022

Cummins will supply a 35-megawatt (MW) proton exchange membrane (PEM) electrolyzer system for Linde’s new hydrogen production plant in Niagara Falls, New York. The new plant will be the largest electrolyzer installed by Linde globally and will more than double Linde’s green liquid hydrogen production capacity in the United States.

Hydrogen

Hydrogen Supplies Green Production

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.

Global

Global Production Ireland Finland

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.

Canada

Canada Global Production Economy

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.

Supplies

Supplies Global Energy International

S&P Global: US faces new challenges meeting increased demand for critical minerals spurred by IRA

Green Car Congress

AUGUST 16, 2023

However, ensuring enough qualifying supply to meet that demand faces “considerable challenges,” according to a new analysis by S&P Global. Source: Inflation Reduction Act: Impact on North America Metals and Minerals Market Demand for copper will be 12% higher by 2035 than pre-IRA projections.

Global

Global Chile United States North America

Solvay and Orbia to create JV to supply PVDF to battery market; largest capacity in N America

Green Car Congress

NOVEMBER 4, 2022

Solvay and Orbia have entered into a joint venture framework agreement to create a partnership for the production of suspension-grade polyvinylidene fluoride (PVDF), creating the largest capacity in North America. Solvay, a global leader in PVDF, brings process technology and global market know-how to this venture.

Supplies

Supplies America Lithium Ion Market

Octillion Power Systems enters US bus market to supply batteries for motorcoaches, city buses

Green Car Congress

JANUARY 14, 2021

Octillion Power Systems, a global provider of advanced lithium-ion batteries, is providing battery packs for all-electric motorcoaches and city transit buses offered by ABC Companies and Lightning eMotors. The order marks the company’s first time supplying batteries for motorcoaches and buses in North America.

Supplies

Supplies Market Power Powered

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. TCC is the first listing company in Taiwan stock market.

Taiwan

Taiwan Supplies Batteries Battery

Hyundai Motor targeting 7% of global EV market by 2030; 1.87M BEVs

Green Car Congress

MARCH 3, 2022

Under the new plan, the company aims to boost annual global BEV sales to 1.87 million units and secure 7% of global market share by 2030 by strengthening its line-up with 17 new BEV models by 2030; 11 for Hyundai models and 6 for Genesis luxury brand. The innovation will be expanded to global plants in the future.

Hyundai

Hyundai Global Motor Motors

S&P Global: increasing trade of low-carbon biofuel feedstocks heightens supply constraint concerns

Green Car Congress

JUNE 8, 2023

Animal fats and used cooking oil are increasingly joining the likes of lithium, cobalt and copper as energy transitional materials where supply constraints are of growing concern, according to a new analysis of trade flows by S&P Global Commodity Insights Agribusiness Consulting group.

Carbon

Carbon Supplies Global North America

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.

Supplies

Supplies Range Wind Market

Nornickel presents market review of nickel and platinum group metals

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

Market Indonesia Russia Supplies

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.

Hydrogen

Hydrogen Supplies Plug Arizona

EIA: New refineries will increase global refining capacity in 2022 and 2023; China leads

Green Car Congress

JULY 21, 2022

The International Energy Agency (IEA) estimates that global refining capacity decreased by 730,000 barrels per day (b/d) in 2021—the first decline in global refining capacity in 30 years. million b/d since the start of 2020, contributing 184,000 b/d to the global decline in 2021. million b/d in 2022 and by an additional 1.6

Global

Global China Kuwait Oman

EIA forecasts rising global oil production will limit price increases

Green Car Congress

JUNE 16, 2021

In the June Short-Term Energy Outlook (STEO), the US Energy Information Administration (EIA) forecasts that rising global production of petroleum and other liquid fuels (driven by OPEC, Russia, and the United States) will limit price increases for global crude oil benchmarks Brent and West Texas Intermediate (WTI).

Oil

Oil Global Price Production

IEA: global oil demand to decline in 2020 as coronavirus weighs on markets

Green Car Congress

MARCH 10, 2020

Global oil demand is expected to decline in 2020 as the impact of the new coronavirus (COVID-19) spreads around the world, constricting travel and broader economic activity, according to the International Energy Agency’s (IEA’s) latest oil market forecast. The IEA now sees global oil demand at 99.9

Oil

Oil 2020 Global Market

Study finds carbon emissions benefits of reduction in oil demand depend on size of drop and global oil market structure

Green Car Congress

NOVEMBER 4, 2021

New research led by Mohammad Masnadi, assistant professor of chemical and petroleum engineering at the University of Pittsburgh Swanson School of Engineering, offers a closer look at the relationship between decreasing demand for oil and a resilient, varied oil market—and the carbon footprint associated with both.

Oil

Oil Carbon Global Market

LG Energy Solution secures lithium supply for the North American market

Teslarati

FEBRUARY 15, 2024

LG Energy Solution (LGES) signed an offtake agreement with WesCEF to expand its lithium supply chain for the North American market. According to the agreement , WesCEF will supply the South Korean battery supplier with up to 85,000 tons of lithium concentrate. It expects to start production by the first half of 2024.

Supplies

Supplies Market Arizona Energy

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%

Light

Light Supplies Global Malaysia

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.

GM

GM Supplies Louisiana North America

Neste celebrates opening of €1.6B Singapore expansion; SAF supply chain to Changi Airport

Green Car Congress

MAY 17, 2023

Neste announced its final investment decision on additional renewable products production capacity in Singapore in December 2018. The Singapore refinery expansion doubles Neste’s production capacity in Singapore and brings the refinery’s total capacity to 2.6 Integrated SAF supply chain to Singapore Changi Airport.

Singapore

Singapore Supplies San Francisco Los Angeles

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.

Global

Global Batteries Battery Lithium Ion

Amogy and Trafigura to research ammonia cracking technology as a facilitator to global hydrogen supply chains

Green Car Congress

SEPTEMBER 21, 2022

Amogy, a developer of energy-dense ammonia power solutions ( earlier post ), and Trafigura , one of the largest physical commodity trading groups in the world, are partnering to study the use of ammonia as a carrier to transport clean hydrogen from point of production to point of consumption.

Hydrogen

Hydrogen Global Supplies MIT

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. Last May, POSCO took a 30% stake in the Australian company Ravensthorpe, which specializes in nickel mining and refining production. The 20 thousand tons of materials from the factory can support 500,000 EVs, POSCO said.

Production

Production Batteries Battery 2006

Neste and CIM collaborate to supply sustainable aviation fuel to France to support SAF blending obligations

Green Car Congress

NOVEMBER 27, 2022

Neste and CIM, part of NOVEN Group in France, the leading independent French group of companies providing oil storage and supply services, are collaborating to enable the supply of Neste MY Sustainable Aviation Fuel into France. Neste is committed to contribute significantly as we are increasing our global SAF production capacity to 1.5

France

France Supplies Fuel Waste

Volvo Construction Equipment investing $7.8M in battery pack production at excavator plant

Green Car Congress

FEBRUARY 19, 2023

Volvo Construction Equipment (Volvo CE) announced an investment into battery pack production at its excavator plant in Changwon, South Korea. The Changwon plant in South Korea specializes in the production of excavators and is the biggest excavator production site in Volvo CE. With the SEK 80-million (around $7.8-million)

Volvo

Volvo South Korea Production Batteries

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.

Supplies

Supplies Batteries Battery South Korea

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.

Global

Global Production 2020 South Korea

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.

GM

GM Supplies North America Fort Worth

Benchmark: China will increase share of global cathode production to 87% in 2030

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. China has a stronghold grip on the market. The data highlight how China’s total output is set to increase by a further 5.3

China

China Production Global North America

Brine-to-battery company EnergyX secures $450M funding agreement with Global Emerging Markets

Green Car Congress

JULY 26, 2022

Lithium and battery technology company Energy Exploration Technologies announced a $450-million investment commitment from Global Emerging Markets (GEM). Founded in 1991, GEM (Global Emerging Markets) is a $3.4-billion A tech-heavy ESG company mining in the emerging markets is a rare find.

Global

Global Market Companies Batteries

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

Green Car Congress

MARCH 6, 2018

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. mb/d in 2017.

Brazil

Brazil Norway Oil Canada

Porsche strengthens commitment to industrial production of eFuels with $75M investment in HIF Global

Green Car Congress

APRIL 7, 2022

Porsche is investing US$75 million in HIF Global LLC, a holding company of internationally active project developers of eFuel production facilities. In total, an amount in the low nine-figure USD range is flowing into HIF Global LLC. AME remains the majority shareholder of HIF Global LLC. Earlier post.).

Porsche

Porsche Chile Global Industrial

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.

Global

Global Batteries Battery North America

Benchmark: global battery industry needs to invest $514B to meet demand in 2030; $920B by 2035

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. Global investment in technologies to help the energy transition reached a record $1.3 Manufacturing the additional 2.7

Industrial

Industrial Industry Global Lithium Ion

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. Westport Fuel Systems Inc.

Supplies

Supplies Fuel Global Alternative Fuels

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

Benchmark: Africa’s lithium production to increase >10x this decade; potentially 12% of global supply

Siemens Energy to supply 1.8GW of electrolyzers to HIF Global for Texas eFuels facility

BMW Group secures CO2-reduced steel for global production network

Ammonia market to triple by 2050 with nearly all growth coming from low-carbon supply; shift to energy markets

Westport awarded additional production supply agreement for Euro 7 LPG fuel systems by global OEM

SK On signs MOU with Global Lithium Resources to bolster key battery materials supply chain

Deloitte forecasts clean hydrogen market to hit US$1.4T per year by 2050

Cummins to supply 35MW electrolyzer system to Linde for green hydrogen production in Niagara Falls

Volkswagen global EV production network grows with launch of second German site in Emden

Canada releases list of 31 critical minerals; domestic production, global impact

S&P Global: looming shortfalls in copper supply will short-circuit net-zero goals absent significant new supply

S&P Global: US faces new challenges meeting increased demand for critical minerals spurred by IRA

Solvay and Orbia to create JV to supply PVDF to battery market; largest capacity in N America

Octillion Power Systems enters US bus market to supply batteries for motorcoaches, city buses

Molicel to supply battery cells to Archer for production Midnight eVTOL

Hyundai Motor targeting 7% of global EV market by 2030; 1.87M BEVs

S&P Global: increasing trade of low-carbon biofuel feedstocks heightens supply constraint concerns

Argonne study finds rare earth supply disruptions can have long-range impacts

Nornickel presents market review of nickel and platinum group metals

Plug and Nikola partner; hydrogen supply, liquefaction and up to 75 Nikola Tre fuel cell trucks

EIA: New refineries will increase global refining capacity in 2022 and 2023; China leads

EIA forecasts rising global oil production will limit price increases

IEA: global oil demand to decline in 2020 as coronavirus weighs on markets

Study finds carbon emissions benefits of reduction in oil demand depend on size of drop and global oil market structure

LG Energy Solution secures lithium supply for the North American market

IHS Markit: supply chain challenges to impact global light vehicle production well into 2022

GM and Element 25 to expand US EV supply chain with domestic manganese sulfate production

Neste celebrates opening of €1.6B Singapore expansion; SAF supply chain to Changi Airport

Octillion shipping 1,500 battery packs per day globally

Amogy and Trafigura to research ammonia cracking technology as a facilitator to global hydrogen supply chains

POSCO starts production of high-purity nickel for batteries

Neste and CIM collaborate to supply sustainable aviation fuel to France to support SAF blending obligations

Volvo Construction Equipment investing $7.8M in battery pack production at excavator plant

SK IE Technology to supply separators for EV batteries to Sunwoda

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

GM and MP Materials enter long-term supply agreement to scale rare earth magnet sourcing and production in US

Benchmark: China will increase share of global cathode production to 87% in 2030

Brine-to-battery company EnergyX secures $450M funding agreement with Global Emerging Markets

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

Porsche strengthens commitment to industrial production of eFuels with $75M investment in HIF Global

ABB-sponsored report suggests global plans for 80 new EV battery gigafactories insufficient

Benchmark: global battery industry needs to invest $514B to meet demand in 2030; $920B by 2035

Westport Fuel Systems awarded €38M program to supply LPG fuel systems to a global OEM

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