Rivian links supply chain woes to ongoing Ukraine-Russian conflict

Teslarati

In its 10-K filing on Thursday, March 31, Rivian stated that the ongoing Russian invasion of Ukraine has impacted its business and operations. The company listed the conflict in Ukraine as one of the reasons it continues to struggle with production. “We

Benchmark: Russia’s invasion of Ukraine risks raising costs for Europe’s auto industry

Green Car Congress

Russia’s invasion of Ukraine threatens to increase costs for Europe’s vehicle industry, which is already struggling with record high lithium prices and a shortage of semiconductor chips, according to Benchmark Mineral Intelligence. Prices for nickel, a key battery material, rose to their highest levels since 2011 this week following Russian president Vladimir Putin’s decision to send troops into Ukraine.

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VW Halting EV Production This Week Amid Ukraine Supply Issues

InsideEVs

Deliveries of electrical cable harnesses and other components made in Ukraine have stopped, so VW, Audi and Cupra EVs can't be built

Stories of the War in Ukraine: Volodymyr

Cars That Think

Over the past week, The Institute has made contact with some of the 400 members of the IEEE Ukraine Section to help them share their experiences during the war. Sometimes I was brought in as an expert in Ukraine’s National Agency for Higher Education Quality Assurance (NAQA).

How Russia Sent Ukraine Racing Into the “Energy Eurozone”

Cars That Think

Ukraine's grid held, even as Russia damaged substations, lines and generators—a remarkable and heroic (though largely unheralded) achievement. We have guaranteed ourselves an uninterrupted power supply for weeks and months,” said Kudrytskyi yesterday. "We

Porsche Taycan production temporarily halted over Ukraine crisis

Teslarati

The Taycan may be one of Porsche’s most popular models today, but the crisis in Ukraine has resulted in the sports car maker temporarily suspending the production of its flagship all-electric sedan.

War in Ukraine: We Need to Talk About Fossil Fuels

Cars That Think

He took the first step in Crimea in 2014 , and in the early morning hours of 24 February he ordered a large-scale invasion of Ukraine. This war will have many long-term consequences, but possibly none more important than its effects on the future of the European energy supply.

Volkswagen delays ID.5 launch in Germany due to part shortage from Ukraine

Teslarati

by a month as a part needed from a Ukrainian supplier has not arrived because of supply disruptions. However, Volkswagen must wait for more wire harnesses to arrive from its suppliers in Ukraine before it can begin shipping more models to dealerships.

Tesla “Camp Mode” and other features become indispensable for Ukraine EV owners

Teslarati

It’s not only Elon Musk’s Starlink terminals from SpaceX that are currently aiding people in Ukraine, which is still being attacked by Russian forces. The ongoing conflict in Ukraine has shown the world harrowing images and videos of the war.

Mitsubishi Motors to supply 635 Outlander PHEVs to National Police of Ukraine

Green Car Congress

Mitsubishi Motors Corporation (MMC) announced that through its local importer and distributor MMC Ukraine, MMC will supply the National Police of Ukraine with 635 units of the Outlander PHEV. The supply stems from an emissions trading agreement signed by a number of Japanese companies with the Government of Ukraine. In Series Hybrid Mode the gasoline engine operates as a generator supplying electricity to the electric motors.

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Opinion: Ukraine’s Next Crisis? Economic [and energy] Disaster

Green Car Congress

Ukraine’s next crisis will be a devastatingly economic one, as violent conflict destroys critical infrastructure in the east and brings key industry to a halt, furthering weakening the energy sector by crippling coal-based electricity production. In the coal centers of Ukraine’s industrial east—Luhansk and Donetsk—fighting has forced the full closure of an estimated 50 percent of coal mines, while overall coal production has fallen 22 percent over the same period last year.

Ukrainian Volunteers Use 3D Printers to Save Lives

Cars That Think

One month into the Russian invasion of Ukraine, a group of more than 100 makers from all over Ukraine manufactured and supplied a number of 3D-printed products to the Armed Forces of Ukraine, the Territorial Defense Force, and the Air Forces.

Volkswagen ID.5 EV Delayed Due To Ukraine Wiring Harness Shortage

InsideEVs

VW just announced it will resume production at its Germany EV factories next week, but there are still supply chain issues

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. Ukraine Vietnam

Tesla shows foresight with undisclosed nickel supply deal with Vale: report

Teslarati

American electric vehicle maker Tesla has shown some remarkable foresight as it reportedly secured an undisclosed nickel supply deal with Brazilian mining firm Vale. Even before Russia’s invasion of Ukraine, nickel was already experiencing a rise in cost.

Lucid Air price increases due to rising raw material costs & supply chain challenges

Teslarati

The automaker highlighted that the pandemic has caused logistics and supply chains challenges, including increased port congestion and supplier delays. It also mentioned a continued “shortfall” in semiconductor supply.

What If Europe Loses Russian Natural Gas?

Cars That Think

To help dodge sanctions, Russia had demanded that by the start of this month, members of the European Union begin paying for the natural gas it was buying in rubles rather than dollars or euros, threatening to cut off supplies if they didn’t.

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Shell intends to exit equity partnerships held with Gazprom entities

Green Car Congress

We are shocked by the loss of life in Ukraine, which we deplore, resulting from a senseless act of military aggression which threatens European security. Our immediate focus is the safety of our people in Ukraine and supporting our people in Russia. In discussion with governments around the world, we will also work through the detailed business implications, including the importance of secure energy supplies to Europe and other markets, in compliance with relevant sanctions.

Volkswagen and Toyota stop production of vehicles in Russia

Green Car Congress

Against the background of the Russian attack on Ukraine and the resulting consequences, the Group Board of Management of Volkswagen AG has decided to stop the production of vehicles in Russia until further notice. Toyota Motor Russia will stop production at its St-Petersburg plant (manufacturing RAV4 and Camry models for the Russian market mainly) and has stopped imports of vehicles, until further notice, due to supply chain disruptions.

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The Value of Energy Security

Energy Institute at HAAS

After incredulously watching Russian military shoot at Europe’s largest nuclear facility, which supplies 20% of Ukraine’s electricity, I am having a hard time concentrating on anything like writing a blog … Continue Reading The Value of Energy Security

Biden authorizes release of more than 180M barrels of oil from Strategic Petroleum Reserve; 1M bpd for 6 months

Green Car Congress

The Biden Administration had earlier in March authorized a drawdown of 30 million barrels in coordination with the IEA in response to Russia’s invasion of Ukraine. Biden called the latest release a “wartime bridge” to increase oil supply until domestic production ramps up later this year.

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T&E: Europe burns 19 million bottles of sunflower and rapeseed oil every day in cars

Green Car Congress

This has contributed to spiralling food price rises as well as empty supermarket shelves in the wake of Russia’s invasion of Ukraine, the organization says. Ukraine accounts for 40% of the global sunflower oil exports and is also Europe’s largest supplier of rapeseed oil. Russia’s blockade of Ukrainian food exports is putting considerable pressure on supplies and, in turn, prices which are up to two and half times higher than previous years.

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Biden bans import of Russian oil, gas, coal with immediate effect; Putin to block exports of “certain products and raw materials”

Green Car Congress

The UK will also phase out imports of Russian oil in response to the Russian invasion of Ukraine by the end of the year, the Business Secretary Kwasi Kwarteng confirmed. The phasing out of imports will not be immediate, but instead allows the UK enough time to adjust supply chains, supporting industry and consumers. The government will work with companies through a new Taskforce on Oil to support them to make use of this period in finding alternative supplies.

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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

The evolving situation in Russia and Ukraine has already caused unprecedented increases in the price of nickel. 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.

Cobalt Market Report: EVs become the major driving force for cobalt demand growth in 2021

Green Car Congress

Supply also returned to growth in 2021, with mine supply rising 12% y/y to 160 kt, after falling in 2020. kt in 2021, 12% of the DRC’s total supply. Primary refined supply increased 14% y/y to 144 kt.

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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

Green Car Congress

The global push to convert the world to electric vehicles will cause supply chain complexities that could undermine the alternative energy transition in the United States, according to a new report from Rice University’s Baker Institute for Public Policy.

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Credendo: European aluminum sector in a critical situation

Green Car Congress

Additional risk linked to Russia-Ukraine tensions. The current tensions between Russia and Ukraine are already taken into account in the price of European gas. However, in the event of Russian aggression against Ukraine, Europe could lose critical energy supplies.

IEA issues 10-point plan to cut oil use

Green Car Congress

In the face of the emerging global energy crisis triggered by Russia’s invasion of Ukraine and the countervailing barrage of economic sanctions, the International Energy Agency (IEA) is proposing a 10-Point Plan to Cut Oil Use.

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EPA issues emergency fuel waiver for E15 sales

Green Car Congress

EPA Administrator Regan said that, as a result of the war in Ukraine, extreme and unusual fuel supply circumstances exist and has granted a temporary waiver to help ensure that an adequate supply of gasoline is available. The US Environmental Protection Agency (EPA) is issuing an emergency fuel waiver to allow E15 gasoline to be sold during the summer driving season. Earlier post.).

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Volvo Cars sales down 17.2% in February, share of electrified cars increased to 33%

Green Car Congress

Volvo Cars said that as the supply chain constraints continue to slowly ease, production is improving month over month. Supply shortages will remain a constraining factor for Volvo Cars and the auto industry. The escalating military conflict in Ukraine may have a negative impact on the supply chain as military conflicts cause disturbances to transport and economic activity in surrounding regions. Volvo Cars reported sales of 42,067 cars in February, a decline by 17.2%

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Elon Musk says ‘extraordinary times’ call for U.S. need to increase oil and gas production

Teslarati

Elon Musk said the United States needs to increase oil and gas output immediately to decrease dependence on Russian supply. Musk has continuously spoken out in support of Ukraine.

Rivian announces over 2,500 produced and 1,200 delivered in Q1 2022

Teslarati

In mid-March, Rivian reported a trim in its production target, moving its 2022 guidance from 40,000 to 25,000 , citing supply chain issues and other challenges as the reason for the revision.

Mitsubishi Motors delivers 635 Outlander PHEVs to Ukranian police; largest PHEV fleet order yet for MMC

Green Car Congress

Mitsubishi Motors Corporation (MMC) delivered 635 Outlander PHEV vehicles to the National Police of Ukraine on 25 May through its local importer and distributor MMC Ukraine. The vehicle order stems from an emissions trading agreement signed by a number of Japanese companies with the Government of Ukraine.

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EIA: US retail diesel prices increase to >$6 per gallon in the Northeast; nearly equal to California

Green Car Congress

Global distillate inventories had been relatively low before Russia’s invasion of Ukraine because of higher demand and lower refinery production of distillate. On 16 May 2022, the average US on-highway retail diesel fuel price was $5.61

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Volkswagen sold ~99k EVs out of 1.9M in Q1, seeks to gain 10% market share in North America by 2030

Teslarati

Volkswagen acknowledged the effects of the Ukraine-Russian War in its interim report. VW also observes parts supply shortages, specifically for wire harnesses. . Volkswagen recently released its January-March 2022 interim report , reporting 1.9

Maersk, MSC, ONE suspend cargo bookings to and from Russia

Green Car Congress

Moller – Maersk is temporarily suspending new Maersk bookings within ocean, air and intercontinental rail to and from Russia, with the exception of foodstuffs, medical and humanitarian supplies (bar dual-use items). It is key for Maersk that we minimize supply chain disruption and do not add to the global congestion in ports and depots.

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Rivian reaffirms ~25K production goal for 2022, reports solid demand despite price increase

Teslarati

Rivian links supply chain woes to ongoing Ukraine-Russian war. Supply Chain Challenges. Rivian also noted that it experienced increased logistics costs caused by supply chain challenges.

US Air Force tests Elon Musk’s Starlink for F-35A Lightning II communications

Teslarati

After all, the flow of information is critical in a wartime environment, as highlighted by the performance of Starlink in Ukraine. Starlink has helped Ukraine stay connected to the internet amidst the Russian invasion, a factor that officials state has helped save numerous lives.

Euro Manganese to begin assembly of demo plant in Czech Republic; production targeted for December

Green Car Congress

Both shipments are being made by ocean freight from China, a change from rail, due to the Russia-Ukraine conflict. The demonstration plant is designed to produce large-scale samples of high-purity manganese products for use in the supply chain qualification process of the company’s products.

Tesla holds highest average transaction price increase in 2022, Musk warns of ‘inflation pressure’

Teslarati

“With prices for oil and gas, along with commodities like metals used to build vehicles, soaring due to Russia’s invasion of Ukraine , automakers may be compelled to try to offset their increasing costs by raising vehicle prices.

Tesla’s production expansion, surging oil prices bring stock upgrade from Daiwa Securities

Teslarati

While other automakers have struggled with parts and chip shortages, Tesla has done a better job than any other manufacturer in navigating through the lack of supply.

Morgan Stanley warns that nickel price surge could add $1k to electric vehicle costs

Teslarati

Several reasons are behind nickel’s price surge, which saw the material go up 250% in the past two days, though it is believed that a driving factor is Russia’s ongoing invasion of Ukraine. .

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Tesla Giga Berlin production reportedly in jeopardy as Germany contemplates Russian gas embargo

Teslarati

Tesla’s now-operational production facility in Germany, known as Gigafactory Berlin, is facing a potential shutdown in production as the German government is reportedly contemplating an embargo on Russian gas in response to the invasion of Ukraine.