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). million b/d in 2022.

Oil 243

Oil Global Price Production 243

Green Car Congress

APRIL 5, 2023

Strong continuing international demand for petroleum and other liquids will sustain US production above 2022 levels through 2050, according to most of the cases in the US Energy Information Administration’s (EIA’s) Annual Energy Outlook 2023 (AEO2023). These cases include: The Reference case, which serves as a baseline, or benchmark, case.

International 273

International Oil Prices Production Oil 273

Green Car Congress

JUNE 5, 2021

Imports of petroleum product into the United States increased in March 2021 as a result of increased demand, temporary unplanned refinery outages in the US Gulf Coast, and high US petroleum product prices compared with prices in Europe, according to the US Energy Information Administration (EIA). per gallon.

Supplies 186

Supplies Production United States 2019 186

Green Car Congress

FEBRUARY 21, 2023

Australia-based Magnis Energy Technologies has entered into a binding offtake agreement with Tesla for the supply of anode active materials (AAM) beginning in February 2025 with fixed pricing. Magnis is a vertically integrated lithium-ion battery technology and materials company in the Lithium-ion battery supply chain.

Tanzania 397

Tanzania Lithium Ion New York Production 397

Green Car Congress

JANUARY 13, 2022

Global oil consumption outpaced oil production for the six consecutive quarters ending with the fourth quarter of 2021 (4Q21), which has led to persistent withdrawals from global oil inventories and significant increases in crude oil prices.

Oil Prices 334

Oil Prices Oil Price Conversion 334

Green Car Congress

APRIL 8, 2020

The trajectory of North American gas supply is set to change radically as a result of the fall in oil prices that has occurred due to COVID-19 and the breakdown in production cooperation between OPEC and Russia, according to IHS Markit. By December of 2021, production will fall to 1.8 MMbbl/d, along with 12.9

Oil Prices 210

Oil Prices Oil Gas Supplies 210

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. BloombergNEF expects prices to stay at similar levels next year, further defying historical trends.

Li-ion 414

Li-ion 2010 Price Batteries 414

Green Car Congress

JULY 6, 2022

Under the terms of the MoU, Compass Minerals would supply LGES with with a battery-grade lithium product from its lithium brine development project at its Ogden, Utah, solar evaporation facility. The deal states that LGES be supplied of up to 150,000 dry metric tonnes per annum of spodumene concentrate, starting 2024.

Supplies 199

Supplies North America Energy Batteries 199

Green Car Congress

MAY 1, 2021

The price of copper on the London Metal Exchange (LME) rose to $9,990/t on 29 April, marking a ten-year high and closing in on the record high LME price of $10,147.50/t In its new Copper Monthly Insights , Roskill said that the ongoing surge in copper pricing is taking impetus from President Biden’s new CO 2 targets.

Price 418

Price Peru Chile Chinese 418

Green Car Congress

APRIL 2, 2021

The coup and resulting state of emergency quickly resulted in concerns in China over metal and mineral supplies from its neighbor. This has the potential to reduce Myanmar’s rare earth production sharply and swiftly. In comparison, the next largest producer of HREE mined products was Lynas Corporation at roughly 5.5%

Myanmar 321

Myanmar Supplies Available China 321

Green Car Congress

APRIL 16, 2022

Benchmark Mineral Intelligence has launched a Lithium-ion Battery Raw Material Price Index. Benchmark assembles the index using its market-leading price assessments including the IOSCO-accredited lithium, nickel, and cobalt prices. NCM Mid-Nickel (5, 6, and 7 series blends, e.g., NCM 523, NCM 622). Lithium hydroxide (CIF Asia).

Li-ion 335

Li-ion Price Lithium Ion Nickel Lithium 335

Green Car Congress

NOVEMBER 9, 2022

The US Energy Information Administration (EIA) expects that low inventories of distillate fuels, which are primarily consumed as diesel fuel and heating oil, will lead to high prices through early 2023. Inventories are just one part of the supply equation for diesel and other distillates. —EIA Administrator Joe DeCarolis.

Oil 334

Oil Diesel Price Russia 334

Green Car Congress

DECEMBER 13, 2020

On 4 December 2020, the LME cash price hit its highest level since March 2013, closing at US$7,742/t. (By Copper prices plunged 27% to a low of US$4,617/t in late March as the global impact of COVID-19 became apparent, but copper stabilized and then began to rise, completing a full recovery to its January starting point by the end of July.

Price 541

Price Chinese 2020 2000 541

Green Car Congress

JANUARY 25, 2023

Albemarle also estimates the 2030 mined supply to come in at 2.9 MMt LCE—creating an 800,000 tonne supply deficit, net of recycling. Higher prices of more than $20/kg will be required over the next decade to support the more than 100 new projects required, in Albemarle’s analysis, to bridge that gap and support demand fully.

Price 397

Price Conversion Supplies Corporation 397

Green Car Congress

MAY 11, 2022

The US price of ammonia, the primary source of nitrogen fertilizer, has risen by a factor of six in the past two years, and most of these increases have occurred since March 2021, according to the US Energy Information Administration (EIA). Although US natural gas prices also rose, they ended the 2021–22 heating season at close to $5.00/MMBtu,

Price 259

Price International Gas United States 259

Green Car Congress

JANUARY 1, 2022

Chinese lithium carbonate prices soared in 2021, due to a surge in demand for lithium iron phosphate (LFP) batteries in the country, according to the end-of-year analysis by Benchmark Minerals Intelligence. Transacted prices in China began to breach the RMB 200,000/tonne mark in November—a historical milestone for lithium pricing.

Chinese 375

Chinese Price Sale China 375

Green Car Congress

OCTOBER 30, 2021

Roskill reports that prices for Chinese graphite continue to rise as producers contend with increasing electricity costs and supply disruption caused by limits on energy consumption. Meanwhile, prices for 94% C medium flake remained flat until July but have since risen by 15%.

Chinese 321

Chinese Price Mozambique Brazil 321

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 199

Supplies Batteries Battery South Korea 199

Electrek

JULY 17, 2023

Ford Motor Company says it is in the home stretch of massive upgrade to its Rouge Electric Vehicle Center in Michigan – soon enabling the facility to triple F-150 Lightning production. But is the price cut purely supply side?

F-150 98

F-150 Supplies Ford Price 98

Green Car Congress

JANUARY 18, 2023

Raven SR signed memoranda of understanding (MOU) to supply sustainable aviation fuel (SAF) to All Nippon Airways (ANA) and to Japan Airlines (JAL) for major global routes. Each MOU provides for an initial 50,000 tons of SAF supply in the first year, 2025, with annual incremental increases to 200,000 tons for year 10.

Supplies 210

Supplies Fuel Waste Hydrogen 210

Green Car Congress

FEBRUARY 23, 2023

The SAFE Center for Strategic Industrial Materials (C-SIM) released the first report in a series of policy papers regarding the various issues impacting domestic primary aluminum production: The US Aluminum Industry’s Energy Problem and Energy Solution. Global demand is outpacing supply, so we can see a potential supply shocking coming.

UAE 259

UAE Energy Production Russia 259

Green Car Congress

NOVEMBER 11, 2022

Strong demand for ultra-low sulfur diesel (ULSD) in October, combined with reduced global production, has resulted in lower ULSD inventories in the United States, according to the US Energy Information Administration (EIA). In October 2022, the United States had 25 days of supply of distillate, the fewest since 2008, the EIA said.

Diesel 195

Diesel Price United States Oil 195

Green Car Congress

MAY 8, 2021

Lithium carbonate’s premium over lithium hydroxide in the Chinese domestic market, seen in the first quarter of 2021, is beginning to narrow, as shifting cathode chemistry demand continues to support hydroxide prices in China while carbonate gains soften amid limited spot transactions, according to Benchmark Mineral Intelligence.

Chinese 273

Chinese Carbon Price Conversion 273

Green Car Congress

FEBRUARY 23, 2020

Researchers at the US Geological Survey (USGS) and its partners have developed a new methodology to identify which mineral commodities important to US manufacturing are at greatest risk to supply disruption. The methodology evaluated the global supply of and US demand for 52 mineral commodities for the years 2007 to 2016.

Supplies 529

Supplies Manufacturer 2007 2016 529

Green Car Congress

APRIL 30, 2022

Chinese lithium and cobalt sulfate prices fell this month as strict COVID-19 lockdowns in Shanghai and elsewhere limit demand in the world’s largest electric vehicle market. Prices for cobalt sulfate fell by 6%, according to Benchmark’s Cobalt Price Assessment. There has been a little bit of softness in pricing.

Price 279

Price Chinese Sale Batteries 279

The Truth About Cars

FEBRUARY 26, 2024

This is according to a report from Cox Automotive , which stated that the month of February opened with the industry seeing an average new vehicle supply of 80 days. However, the figure still doesn’t match the supply averages seen at the start of 2020. Toyota had the lowest by far with a supply of just 38 days.

Supplies 115

Supplies Vehicles Land Rover Buy 115

Green Car Congress

JULY 27, 2022

Although the current 10-fold price spike of lithium is giving the electric vehicle market a sharp short-term shock, a study by a team from Tsinghua University indicates that it will not hinder transportation electrification in the long run. Contrary to anticipation, the global LIB supply chain is currently haunted by market fluctuations.

Price 199

Price Supplies Nickel Lithium Sodium 199

Green Car Congress

DECEMBER 12, 2021

Underinvestment in oil and gas development extended into a second year in 2021 even as global energy demand rebounded, raising the prospect of price shocks, scarcity and growing energy poverty, according to a new report by the International Energy Forum (IEF) and IHS Markit. Source: IEF.

Price 416

Price Oil Asia Gas 416

Green Car Congress

SEPTEMBER 5, 2022

JFE Steel Corporation, Itochu Corporation and Emirates Steel Arkan, the largest steel company in the United Arab Emirates (UAE), will conduct joint detailed feasibility studies on the establishment of a supply chain of ferrous raw material for green ironmaking with low-carbon emission at the project site in Abu Dhabi.

United Arab Emirates 195

United Arab Emirates UAE Supplies Carbon 195

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 243

Supplies Global Energy International 243

Green Car Congress

FEBRUARY 6, 2023

Hynamics, the hydrogen subsidiary of EDF group, has signed an agreement to collaborate with ABB and test the ABB Ability OPTIMAX for Green Hydrogen energy management system (EMS), which was launched to market in November 2022, across Hynamics’ plants to help optimize electrical costs of hydrogen production by up to 16%, according to ABB modeling.

Hydrogen 273

Hydrogen Green Production Waste 273

Green Car Congress

NOVEMBER 23, 2022

Niron will use this financing to advance the commercial partnerships and pilot production of its rare earth-free Clean Earth Magnet, further demonstrating its potential to replace rare earth permanent magnets. With demand expected to triple by 2035, shortages and price increases are also forecasted.

Grant 345

Grant Production Wind Clean 345

Green Car Congress

JANUARY 15, 2022

through its US subsidiary Talon Nickel (USA) LLC, entered into an agreement with Tesla for the supply and purchase of nickel concentrate to be produced from the Tamarack Nickel Project in Aitkin County, Minnesota. Talon Metals Corp., Talon and Tesla will work together to optimize nickel concentrate grades and metal recoveries.

Minnesota 259

Minnesota Supplies Tesla Purchase 259

Green Car Congress

MAY 24, 2022

On 16 May 2022, the average US on-highway retail diesel fuel price was $5.61 Although retail diesel prices have increased across the entire United States, prices in the Northeast have increased the most and are now among the highest in the country. On 16 May, the average retail diesel price was $6.43/gal

Diesel 259

Diesel Price California Philadelphia 259

Green Car Congress

MARCH 4, 2022

Australia-based Core Lithium has entered into a legally binding Term Sheet with Tesla for the supply of up to 110,000 tonnes of Li 2 O spodumene concentrate from the Finniss Lithium Project over a term of 4 years, with pricing referenced to the market price for spodumene concentrate, subject to a price floor and ceiling.

Supplies 195

Supplies C1 Tesla Australia 195

Green Car Congress

DECEMBER 17, 2021

The USDA ARS and BIOF are cooperating to develop production methods which can be used to increase the productivity of land in Florida formerly used for orange production prior to the devastation of the industry by citrus greening. Both the USDA ARS and BIOF will supply resources needed for the project.

Production 396

Production Florida Waste United States 396

Green Car Congress

OCTOBER 5, 2022

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. While production costs of around €4.00 to produce—profit margins in both cases not included.

Hydrogen 221

Hydrogen Tunisia Supplies Industrial 221