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Cobalt Institute: cobalt market weakened since 2022 peak, but in longer term, demand will outpace supply

Green Car Congress

The Cobalt Institute’s Cobalt Market Report, prepared by Benchmark Mineral Intelligence, finds that cobalt market conditions have weakened substantially since the price peak in 2022. This dynamic will likely remain through to 2024, the report says, as a plentiful and growing supply surplus maintains pressure on prices.

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

Green Car Congress

COVID-19 Still Impacting Supply Chain. Unlike the capacity constraints in wafer fabs, which was impacting mainly automotive MCUs, assembly capacity constraints impact all semiconductor types including sensors, power supplies and discretes. Output lost to disruption to the semiconductor supply chain is estimated to have reached 1.44

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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

Geopolitical issues such as the Russia-Ukraine situation disturb the fine balance of battery metal supply chains. China already has a strong position in the battery metal supply chain, and buying Russian nickel on the cheap as a result of sanctions would further strengthen its globally competitive position.

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Sumitomo Metal Mining to boost production of NCA for Li-ion batteries by 38%; targeting Tesla Model 3

Green Car Congress

SMM is targeting supplying Tesla with the battery materials for the Model 3 being released next year. SMM supplies the nickel-based material to Panasonic which builds the cells.). SMM’s nickel hydroxide has a large share of the market. SMM is the only refiner of E-nickel and cobalt in Japan.

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TM4 China JV receives order for 200 SUMO HD electric powertrains from Foton

Green Car Congress

Today, it provides customers in more than a dozen countries with patented technology and expertise in electric motors, generators and inverters for the transport and energy markets.

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Thousands of Tesla Model 3 and Model Y spotted ready for export in Shanghai

Teslarati

Both Tesla cars are also more expensive than some of their rivals in the mainstream auto market. . Elon Musk has mentioned in the past that Tesla China tends to focus on exports in the first half of the quarter before focusing its output on the domestic Chinese market in the latter half. .

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Tree Technologies Inks Deal To Supply 200,000 E-Motorbikes To Indonesia

EV Obssesion

The post Tree Technologies Inks Deal To Supply 200,000 E-Motorbikes To Indonesia appeared first on EV Obsession.