Green Car Congress

APRIL 13, 2022

Glencore and General Motors announced a multi-year sourcing agreement in which Glencore will supply GM with cobalt from its Murrin Murrin operation in Australia. GM and POSCO Chemical are building a new facility in Quebec, Canada, as part of their joint venture to produce CAM for GM’s Ultium batteries.

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GM Supplies Fort Worth Waste 459

Green Car Congress

MAY 10, 2022

Hyundai Motor Company plans to ramp up the US commercial vehicle market entry with XCIENT Fuel Cell trucks. With the US government’s significant investment and more players entering the hydrogen market, the total cost of ownership (TCO) for fuel cell electric vehicles will drop significantly in the coming years, Hyundai says.

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Hyundai Motor Motoring Motors 468

Green Car Congress

JANUARY 20, 2022

Honda will supply 50 Honda e electric vehicles ( earlier post ) to Switzerland’s car-sharing operator, Mobility. Currently Honda e is the only electric vehicle in the European market to allow both charging and discharging, as standard, for the European charging system CCS, making the Honda e the perfect vehicle to join the fleet.

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Honda Supplies Power Powered 444

Green Car Congress

MARCH 3, 2023

Electric vehicle (EV) powertrain technology increasingly relies on a reliable supply of quality SiC semiconductors such as MOSFETs, especially in 800V architectures. It has been designed for automotive applications, including direct drive, that are capable of operating high-speed motors efficiently and adhere to ISO 26262 ASIL-D standards.

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Green Car Congress

AUGUST 1, 2023

The US Department of Energy (DOE) released its 2023 Critical Materials Assessment (2023 CMA), which evaluated materials for their criticality to global clean energy technology supply chains. The Assessment focuses on key materials with high risk of supply disruption that are integral to clean energy technologies.

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Supplies Cleaning Clean Energy 370

Green Car Congress

OCTOBER 3, 2022

This process creates inefficiencies and unnecessary truck trips within the Los Angeles Basin and Inland Empire that can impact supply chain distribution, the environment, and communities surrounding ports and warehouses.

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Los Angeles Long Beach Supplies Building 418

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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Texas Global Supplies Energy 397

Green Car Congress

JANUARY 10, 2023

Stellantis and Australia-based Element 25 signed a binding agreement for Element 25 to supply battery-grade, high-purity manganese sulphate monohydrate (HPMSM) to Stellantis for use in electric vehicle (EV) battery packs. Liquids will be neutralised by addition of limestone and disposed into approved waste-water systems.

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Australia Supplies Battery Batteries 387

Green Car Congress

AUGUST 21, 2022

Lithium carbonate prices in China rose slightly to 480,500 yuan/tonne in mid-August, remaining close to the record-high of 500,000 from March and 400% higher year-on-year as soaring demand drove expectations of extended supply deficits. Source: Trading Economics. Earlier post.). Lithium carbonate is forecast to trade near its high.

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Carbon Battery Batteries Lithium Ion 483

The Truth About Cars

MARCH 18, 2025

The automotive market has felt out of whack for quite some time. But consumers are tapped out and starting to notice theyre arguably getting less vehicle for their money than they used to and there is a wealth of data suggesting that the market is sincerely starting to struggle. But the outlook for 2025 hasnt been quite as rosy.

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Market Dealers United States Price 104

Green Car Congress

APRIL 12, 2022

Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2 million wafers, or 21%, from the start of 2020 to the end of 2024 to hit a record high of 6.9 million wafers per month, according to SEMI’s 200mm Fab Outlook Report. After climbing to $5.3 billion last year, 200mm fab equipment spending is expected to be $4.9

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Supplies Taiwan 2013 Japan 454

Green Car Congress

SEPTEMBER 28, 2022

Stadler Rail AG, a leading manufacturer of rolling stock, has ordered six 100 kW FCmove-HD+ fuel cell engines from Ballard Power Systems to power the first hydrogen train in the United States.

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Hydrogen Power Powered Fuel 468

Green Car Congress

MAY 4, 2022

LH2 Europe will use the abundant renewable electricity in Scotland to produce green hydrogen and market it at a competitive price with diesel. The new tanker will transport the liquid hydrogen to terminals in Germany, with a strategic vision to expand supply to other markets as demand increases. Peter Wells, CEO of LH2 Europe.

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Hydrogen Germany Green Transportation 527

Green Car Congress

OCTOBER 20, 2022

billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. It will produce enough material to supply more than 250,000 electric vehicles annually. Of that, $1.6

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Parts Battery Batteries Lithium Ion 459

Green Car Congress

APRIL 15, 2023

It will initially supply the plant in order to test the fuel cells of the Renault Master H2-TECH vehicles marketed by HYVIA as well as the hydrogen refueling stations. This 1 MW electrolyzer has a capacity of 400 kg/day of green hydrogen production—the equivalent of 20,000 km of commercial hydrogen mobility.

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France Portugal Hydrogen Netherlands 497

Green Car Congress

SEPTEMBER 13, 2023

ANGI Energy Systems, a Vontier company announced a strategic collaboration with Nikola Corporation to support Nikola’s plan to create the largest North American open-network of commercial hydrogen refueling stations by providing technically advanced hydrogen fueling dispensers, under Nikola’s HYLA brand.

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Hydrogen Fuel Supplies Alternative Fuels 340

Green Car Congress

JANUARY 9, 2022

GML has also been supplying aluminum buses for Go KL, Rapid KL, Rapid Penang and MRT feeder buses for the last 13 years. The Hong-Kong-listed company said it has been supplying electric buses to the US since 2016. Pang noted that the EV school bus market in the US is enormous with an exponential growth aspect.

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International Malaysia California Singapore 445

Green Car Congress

JUNE 17, 2022

The US Energy Information Administration (EIA) forecasts that prices in US wholesale electricity markets this summer will significantly increase over last summer’s prices. EIA forecasts summer electricity prices will average $98/MWh in California’s CAISO market and $90/MWh in the ERCOT market in Texas. MMBtu in May 2021.

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Price Coal Gas-Electric United States 476

Green Car Congress

OCTOBER 3, 2022

Pure Hydrogen will supply PepsiCo with a Hydrogen Fuel Cell 160kW 6 x 4 Prime Mover (HFCV Prime Mover). Artist impression of a PepsiCo-branded hydrogen prime mover, supplied by Pure Hydrogen. The company will also provide additional hydrogen fuel as required, including refueling along with arranging repair & maintenance services.

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Hydrogen Australia Powered Power 459

Green Car Congress

AUGUST 20, 2021

The company has delivered more than 300,000 EV batteries to the global EV market with over 2 billion kilometers driven on its systems. Octillion also supplies batteries for the energy-storage market. Last year, the company entered the electric two-wheeler market with supply contract in Europe. —Paul Beach.

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Li-ion Transportation Lithium Ion Power 488

Green Car Congress

FEBRUARY 13, 2023

With governing bodies around the world tightening emission restrictions on gasoline-powered vehicles in an effort to achieve carbon neutrality, the percentage of EVs in the new vehicle market is expected to jump from 8% in 2022 to 30% in 2030. in Guangdong, China.

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Carbon Li-ion Japan Battery 457

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.

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Global Chile United States North America 370

Green Car Congress

JUNE 3, 2023

The storage battery market is expected to continue growing in light of the spread of renewable energy and electrified vehicles, as well as the global trend toward carbon neutrality.

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Toyota Battery Batteries Energy Storage 416

Green Car Congress

DECEMBER 22, 2022

The study highlights that solar powered green hydrogen is economically viable and can be produced at less than €2 per kilogram—cheaper than traditional fossil fuel energy—and cater for local energy demand as well as allowinf green hydrogen to be exported to global markets. This is equivalent to energy costs of US$60 a barrel.

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Green Car Congress

DECEMBER 28, 2022

Decarbonizing hydrogen supply is critical to initiate uptake in these new sectors, and an industry-standard emissions measurement and verification process is key to providing the market transparency that facilitates new supply agreements.

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Hydrogen Insight Oklahoma Carbon 482

Green Car Congress

OCTOBER 26, 2022

The developments follow new business awards in these product areas, some of which support the growing electrification market. The facility first opened in 2021 and currently supplies steel battery enclosures to a global automaker. Magna Electric Vehicle Structures will add a 740,000 square-foot expansion of its existing facility in St.

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Michigan Shelby Detroit Supplies 397

Green Car Congress

DECEMBER 1, 2021

This reflects the relative immaturity of these markets, the diverse range of applications and, for the higher end of the range, low volume and bespoke orders. However, even lower-cost chemistries such as LFP—which is particularly exposed to lithium carbonate prices—have felt the bite of rising costs throughout the supply chain.

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Price 2020 Battery Batteries 469

Green Car Congress

MAY 26, 2022

Once ramped, Sella 2 will enable SolarEdge to have its own supply of lithium-ion batteries and the infrastructure to develop new battery cell chemistries and technologies. —Zvi Lando, Chief Executive Officer of SolarEdge.

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South Korea Lithium Ion Energy Storage 2006 IT 465

Green Car Congress

DECEMBER 13, 2020

This is due to a combination of sequential gains across most end use markets, an unprecedented and incentivized acceleration in copper-intensive renewable electricity wind power generation projects, and the start-up of multiple new large-scale wire rod plants that has expanded the industrial consuming base. Copper prices since 1 Jan 2000.

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Price Chinese 2020 2000 541

Green Car Congress

JANUARY 28, 2022

The design’s high modularity allows to cater to stringent market requirements (kWh or MWh) without any bias for power or energy needs. Even if the current COVID-led supply-chain disruptions wane, the sharp prices of cobalt and nickel will continue to compromise EV manufacturers cost leadership potential in the long-run, the company says.

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Li-ion Lithium Ion Energy Powered 482

Green Car Congress

MARCH 25, 2022

The LADA brand leads on the Russian automotive market with more than 20% market share and is also present in 20 countries. In particular, we decided to pull ahead this Summer corporate vacation to 4-24 April 2022, and we will do our best to use this period to restore our supply chains.

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Russia Ukraine Automobile Dealers 432

Green Car Congress

JANUARY 4, 2023

Piedmont Lithium ( earlier post ) has amended its earlier agreement with Tesla to supply the US automaker with spodumene concentrate (SC6) from North American Lithium (NAL). In 2020, Piedmont had entered into a binding agreement with Tesla for the supply of SC6 from Piedmont’s planned wholly-owned Gaston County, North Carolina operation.

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North Carolina Tesla Price Australia 433

Green Car Congress

JUNE 2, 2022

The Economic Transition Scenario (ETS), which assumes no new policies and regulations are enacted, is primarily driven by techno-economic trends and market forces. There are very positive signs that the market is moving in the right direction, but more action is needed—especially when it comes to heavy trucks.

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Transportation Emissions Economy Fleet 473

Cars That Think

APRIL 16, 2025

market following a 90-day pause on steeper tariffs that had been unveiled the previous week, the implementation of universal 10 percent tariffs, and a 125 percent tariff on Chinese imports. It sounds like the supply chain started shifting well ahead of these tariffs. I almost think of supply chains like living, breathing entities.

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Supplies United States China Price 117

Green Car Congress

FEBRUARY 19, 2023

This will enable Volvo Group to offer more sustainable solutions to its APAC markets in a more flexible, cost-effective and agile way and will include supply chain, manufacturing and logistics. Together with its compact electric wheel loaders, Volvo CE has one of the largest electric ranges on the market.

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Volvo South Korea Production Battery 396

Green Car Congress

NOVEMBER 25, 2022

It can be used for storing large amounts of hydrogen in a liquid form that builds on existing global supply chain infrastructure. The technology could then be scaled up for future markets, including industry, heat, and grid-scale power generation. GeoPura plans to use this hydrogen to supply Hydrogen Power Units (HPUs).

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Hydrogen Energy Grid Ireland 488

Green Car Congress

DECEMBER 7, 2022

Rising raw material and battery component prices and soaring inflation have led to the first increase in lithium-ion battery pack prices since BloombergNEF (BNEF) began tracking the market in 2010. he upward cost pressure on batteries outpaced the higher adoption of lower cost chemistries like lithium iron phosphate (LFP).

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