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Rough road for EV industry

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America’s electric vehicle (EV) industry seems to have hit a rough patch of pavement in recent months. Even Tesla, despite its substantial efforts to hold the line on affordability, has suffered from the effects of war, supply chain disruptions and the rising costs of raw materials. In April, Mexico’s government nationalized.

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Snow Lake Lithium seeking to develop first all-electric hard-rock lithium mine to supply N. American EV industry

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Canada-based Snow Lake Lithium has outlined plans to develop the first all-electric hard-rock lithium mine in Manitoba, Canada, thereby developing a domestic supply of this critical resource to the North America electric vehicle industry. —Philip Gross, CEO of Snow Lake Lithium.

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Automotive industry develops new guidance for measuring recycled content of automotive products

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The Suppliers Partnership for the Environment (SP) and the Automotive Industry Action Group (AIAG) have published a new guidance document, “ Measuring Recycled Content of Automotive Products.”. R3: Recycled portion of purchased raw material, including materials recovered or generated by other industries.

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Industrial groups urge Biden to prioritize actions to address electrical steel supply chain crisis

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A group of industrial stakeholders, including the Alliance for Automotive Innovation, have sent President Biden a letter urging “your administration to make it clear that electrical steel is critical to the national and economic security of the United States and to prioritize actions that will create a sustainable supply.”

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

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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. Benchmark’s analysis shows that the expansion of the global lithium industry will need $51 billion of investment.

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Aemetis signs $3B, 10-year supply agreement for 450M gallons of renewable diesel with industry-leading travel stop company

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Aemetis, a renewable fuels company focused on negative carbon intensity products ( earlier post ), has signed a 10-year, 450-million-gallon renewable diesel supply agreement with an industry-leading travel stop company, which is expected to generate more than $3 billion in revenue. The industrial site has 710,000 s.f.

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MAN Energy Solutions and Fraunhofer IST analyze options for cost-efficient hydrogen supply to Salzgitter industrial cluster

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MAN Energy Solutions and the Fraunhofer Institute for Surface Engineering and Thin Films (IST) have published their analysis of the framework conditions for the future supply of green hydrogen to the Salzgitter steel site near Hannover. This will be the case in many instances, as for example in the shipbuilding or aviation industries.

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