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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. Lithium is typically shipped to China for conversion to lithium carbonate or lithium hydroxide.

Li-ion 293
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Glencore and Britishvolt sign strategic partnership for long-term supply of cobalt; Glencore investment

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Glencore has entered a long-term strategic partnership for the supply of responsibly sourced cobalt with Britishvolt, a UK startup planning a Gigafactory ( earlier post ). Our commitment to support our partners in meeting their requirements for essential battery ingredients is key to underpinning long-term supply agreements.

Supplies 305
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DOE to award $30M for research to secure domestic supply chain of critical elements and minerals

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The US Department of Energy (DOE) will award up to $30 million to support scientific research that will ensure US businesses can reliably tap into a domestic supply of critical elements and minerals—specifically rare earth elements (REE) and platinum group elements (PGE)—needed to produce clean energy technologies. (

Supplies 321
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CLEE, NRGI studying ways to improve sustainability and governance across EV battery supply chain

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UC Berkeley School of Law’s Center for Law, Energy & the Environment (CLEE) and the Natural Resource Governance Institute (NRGI) are conducting a stakeholder-led research initiative focused on identifying strategies to improve sustainability and governance across the EV battery supply chain.

Supplies 221
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IRENA: diversifying critical material supply chains minimizes geopolitical risks

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The energy transition requires a massive increase in the supply of critical materials, yet supply chains remain vulnerable to a range of geopolitical risks. Supply disruptions could impact the speed of the energy transition in the short to medium term, a new report by the International Renewable Energy Agency (IRENA) warns.

Supplies 195
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Cornell study examines trade-off between critical metals requirement and transportation decarbonization

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—Fengqi You, senior author Currently, critical metals and minerals are centralized in politically unstable Chile, Congo, Indonesia, Brazil, Argentina and South Africa, according to the World Bank. It’s mainly driven by the electric vehicle market penetration and battery technology development. Resources Chunbo Zhang et al.

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EV supply chain majors pilot Re|Source blockchain solution for end-to-end cobalt traceability

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Tested in real operating conditions, from upstream cobalt production facilities in the Democratic Republic of the Congo (DRC) to downstream electric vehicle production sites, the pilot will run until the end of 2021, with the roll-out of the final solution expected in 2022.

Supplies 199