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Benchmark: battery supply chain hit by Chinese energy cuts

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Hunan and Inner Mongolia are among the most affected areas of the battery supply chain, with the former a production hub for cathodes and the latter a hub for synthetic graphite anode processing.

Supplies 186
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Giga Carbon Neutrality secures contract for 200 hydrogen and battery EV trucks and machinery in China

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Giga Carbon Neutrality (GCN) has secured a contract to supply 200 hydrogen and battery EV powered heavy trucks and associated engineering machinery from The People’s Government of Ejin Horo Banner, an administrative division of Ordos City of the Inner Mongolia Autonomous Region in China.

Hydrogen 221
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NIO unveils production electric SUV for China market; NIO ES8 to launch end of this year

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China-based electric vehicle startup NIO unveiled the NIO ES8, an electric SUV planned for serial production for the China market later this year. The manufacturing and supply chain that will produce the ES8 is already in place, the company said. The NIO ES8 is a full-size 7-seat electric SUV with a 2-3-2 seating arrangement.

San Jose 150
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First Solar Signs MoU for 2GW Solar Power Plant in China

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First Solar signed a memorandum of understanding (MOU) with the Chinese government to build a 2 gigawatt solar power plant in Ordos City, Inner Mongolia, China. First Solar also intends to facilitate expansion of the supply chains in China for thin film photovoltaic module production and for the recycling of photovoltaic modules after use.

Solar 170
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Benchmark: China dominates Li-ion battery supply chain

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China dominates the global Li-ion battery supply chain to the extent that removing the country in favor of European or North American alternatives will be difficult, according to analysis by Benchmark Minerals Intelligence. Despite mining less than 10% of the global supply, China refines 95% of it.

Li-ion 293