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Gotion to supply VW with LFP cells outside of China

Green Car Congress

Under a new contract, China-based Gotion High-Tech will supply Volkswagen with LFP cells outside China. Gotion began supplying LFP cells to Volkswagen China in early 2022.

Supplies 218
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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

Green Car Congress

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.

Li-ion 459
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Nikkei analysis finds Tesla relies on China for 40% of battery supply chain

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China was the largest supplier of materials for the lithium-ion batteries used in Tesla’s EVs, constituting 39% of the 61 companies in the storage battery category, based on Nikkei’s analysis of the supply chain. China accounted for 40% of the 42 firms engaged in nonferrous smelting excluding aluminum smelters.

Supplies 150
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Baker Institute: China positioning itself to dominate world’s copper supply

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China is positioning itself to dominate the global supply of copper, a material in high demand as the world transitions to alternative energy systems, according to experts from Rice University’s Baker Institute for Public Policy. “If China’s domestic production of copper is inadequate relative to demand, according to the authors.

Supplies 250
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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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Argonne study finds rare earth supply disruptions can have long-range impacts

Green Car Congress

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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Honda to purchase 123 GWh of batteries from CATL for EVs in China from 2024 through 2030

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Leading China-based battery manufacturer Contemporary Amperex Technology Co., Limited (CATL) and Honda Motor (China) Investment Co., announced that from 2024 through 2030, Honda will purchase 123 GWh of batteries for pure electric vehicles in China from CATL. Earlier post.). Earlier post.).

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