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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

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China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. China’s dominance of the industry is to be expected given its huge investments and the policies the country has implemented over the past decade.

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Argonne study finds rare earth supply disruptions can have long-range impacts

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A range of devices and machines rely on rare earth elements that are mined and refined largely in China. Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. China dominates the global rare earths market. Causes of supply disruptions.

Supplies 468
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New USGS methodology identifies 23 mineral commodities the supply of which poses greatest risk to manufacturing

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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
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BMW Group announces local production of NEUE KLASSE in China from 2026, new gen 6 battery plant

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BBA) joint venture, Milan Nedeljković, member of the Board of Management of BMW AG responsible for Production, announced local production of the NEUE KLASSE in China. Today, 20 years after our joint venture’s initial start of production, I am delighted to announce local production of the NEUE KLASSE in China.

BMW 457
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Honda outlines electrified vehicle strategy for China; unveils new EV models

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Honda last week held a virtual press conference on its electrification strategy in China. All new models Honda will introduce in China after 2030 will be electrified—hybrids (HEVs) and EVs. All new models Honda will introduce in China after 2030 will be electrified—hybrids (HEVs) and EVs. e:N series.

Honda 418
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BorgWarner supplying dual inverters and iDM220 integrated drive module to Chinese OEMs

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BorgWarner will supply dual inverters for two premier Chinese OEMs. BorgWarner also recently announced it will be supplying its iDM220 integrated drive module to a leading Chinese luxury New Energy Vehicle (NEV) brand. After the recent award of an iDM for a Korean customer, this is now the first business in China.

Chinese 418
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Roskill: Myanmar crisis set to disrupt rare earth supply availability

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The coup and resulting state of emergency quickly resulted in concerns in China over metal and mineral supplies from its neighbor. Myanmar is the world’s third-biggest miner of tin and in 2020 accounted for more than 95% of China’s imports of tin concentrate, used by smelters to make refined tin for circuit-board soldering.

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