Green Car Congress

MAY 24, 2021

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.

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Supplies Range Wind Market 468

Green Car Congress

DECEMBER 9, 2022

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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Honda Purchase China Battery 334

Teslarati

NOVEMBER 28, 2024

Tesla China continues to improve its relationship with suppliers. Tesla China recently announced that its payment cycle with suppliers has shortened to around 90 days. In her Weibo post, Tao emphasized that 95% of Tesla Giga Shanghai’s components are from local suppliers in China. The leaked letter sparked talks in China.

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China Tesla BYD Price 103

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. The MOU signing ceremony took place at Sunwoda Group’s headquarters in Shenzhen, China.

Supplies 199

Supplies Battery Batteries South Korea 199

Green Car Congress

JANUARY 29, 2022

Shell has started operations at the power-to-hydrogen electrolyzer in Zhangjiakou, a joint venture between Shell (China) Limited and Zhangjiakou City Transport Construction Investment Holding Group Co. We see opportunities across the hydrogen supply chain in China, including its production, storage and shipping.

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Hydrogen China Netherlands Green 331

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. 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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Myanmar Supplies Available China 321

Green Car Congress

APRIL 27, 2023

onsemi, a provider of intelligent power and sensing technologies, and premium electric mobility brand ZEEKR have entered a long-term supply agreement (LTSA). The new LTSA will enable both companies to build a stronger supply chain relationship to support ZEEKR’s growth over the next decade.

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Supplies Power Powered Global 284

Teslarati

NOVEMBER 26, 2024

Recent reports from local media outlets have claimed that Tesla now has over 400 Tier-1 suppliers in China. From this number, over 60 have reportedly entered the electric vehicle maker’s global supply chain, as per a recent report from Shanghai Securities News. Don’t hesitate to contact us with news tips.

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China Tesla International Supplies 94

Green Car Congress

OCTOBER 18, 2021

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.

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Honda China Vehicles Concept 418

Teslarati

OCTOBER 14, 2024

Recently inaugurated, President Claudia Sheinbaum shared the Government’s plans to develop Mexico’s supply chain to encourage local electric vehicle (EV) production and reduce its reliance on imports. She hinted that Mexico’s compact EV could rival those made in India and China but did not go into detail.

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Mexico Supplies Production India 100

Green Car Congress

APRIL 21, 2022

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. This surge occurred mostly in China, driven by steel manufacturing.

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China Energy Indonesia Power Grid 416

Teslarati

JUNE 17, 2024

On Monday, June 17, 2024, Hyundai Motor Group brands, Hyundai Motors Companyand Kia Corporation, signed a lithium supply agreement with Chilean miner SQM Salar S.A. According to the lithium supply agreement , Hyundai and Kia have secured a portion of SQM’s lithium hydroxide supply for electric vehicle production. “We

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Hyundai Supplies Chile Kia 83

Green Car Congress

AUGUST 5, 2023

China-based lithium salts producer Sichuan Yahua Industrial has extended the duration of its lithium hydroxide supply agreement with Tesla ( earlier post ) from 2025 to 2030. Yahua is one of the earliest chemical enterprises established after the founding of the People’s Republic of China.

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Supplies North America Tesla Africa 150

Green Car Congress

AUGUST 8, 2021

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.

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Chinese Supplies PHEV DC 418

Green Car Congress

MAY 3, 2022

In 2021, China imported more liquefied natural gas (LNG) than any other country, according to data from Global Trade Tracker and China’s General Administration of Customs, gathered by the US Energy Information Administration (EIA). China has rapidly expanded its LNG import capacity, which was estimated at 13.9 Bcf/d in 2021.

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China Qatar United States Malaysia 273

Green Car Congress

DECEMBER 4, 2021

The Wall Street Journal reported that China will create one of the world’s largest rare-earths companies with the aim of maintaining its dominance in the global supply chain of the strategic metals as tensions deepen with the US. of China Ltd. I.e., even rare earths mined overseas are sent to China for final processing.

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China 2020 Global Light 321

Green Car Congress

APRIL 29, 2022

China processed record amounts of crude oil in 2021 to meet rising domestic consumption of petroleum products, according to analysis by the US Energy Information Administration (EIA). Energy Information Administration, based on data from China General Administration of Customs, as compiled by Bloomberg, L.P. Source: Graph by the U.S.

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Oil Gasoline China Diesel 370

Green Car Congress

MAY 19, 2022

— to drive methanol-based hydrogen generation technology and commercialize e1NA’s technology throughout Greater China. The JV will work with listed companies across China to develop integrated hydrogen production and fueling stations in Qingdao, Wuhan, Jiaxing, Wuxi and other cities. Element 1 L/M-Series Hydrogen Generator.

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Hydrogen China Legal Carbon 418

Green Car Congress

SEPTEMBER 5, 2023

BASF has commenced construction of its syngas plant at the Verbund site in Zhanjiang, China. The technical concept of this syngas plant is the first of its kind in China, underscoring our commitment to achieving climate neutrality by 2050.

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China Belgium Asia Gas-Electric 284

Green Car Congress

FEBRUARY 22, 2023

and Sumitomo Corporation announced an agreement to diversify and strengthen rare earth supplies in Japan. Further, the companies will collaborate on the supply of rare earth metals and other products. The effort to electrify and decarbonize the global economy is causing demand for rare earths to grow rapidly, outpacing new supply.

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Japan Supplies North America Wind 225

Teslarati

SEPTEMBER 12, 2022

Tesla China VP Grace Tao recently shared some key insights about Gigafactory Shanghai’s operations. As per the executive, the supply chain of Tesla’s China-based factory is only getting more and more efficient. The executive noted that Giga Shanghai’s supply chain is now 95% localized.

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Supplies China Tesla Insight 106

Green Car Congress

OCTOBER 26, 2022

China, despite being one of the world’s largest producers and market for electric vehicles (EVs), is actively exploring alternate energy technologies for automobiles to meet its sustainability goals, including hydrogen internal combustion engines (H 2 ICEs) for commercial vehicles, finds GlobalData, a leading data and analytics company.

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Hydrogen China Engine Commercial 304

Teslarati

OCTOBER 27, 2024

Tesla has once again extended a promotion in China for zero-interest financing, following multiple extensions since the benefit first launched earlier this year. Tesla delivered 48,202 of its best-selling vehicle, the Model Y, in China in September , according to data from the China Passenger Car Association (CPCA).

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Financing China Tesla Asia 90

Green Car Congress

NOVEMBER 5, 2020

Hyundai Motor Company is spearheading the development of a hydrogen fuel cell commercial vehicle ecosystem in China with regional partners. Hyundai believes China has a massive potential for hydrogen powered commercial vehicles. Hyundai believes China has a massive potential for hydrogen powered commercial vehicles.

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Hyundai Commercial China Fuel 356

China EV

NOVEMBER 25, 2024

It was the number one automotive trim supplier in China at the time. A month later I wrote about how multinational Tier One suppliers including Delphi, Valeo, and AVL were building r&d centers in China to serve the China market. Okay, BYD, the best-selling NEV maker in China, has interiors that are less than stellar.

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China Los Angeles Light Supplies 52

Teslarati

SEPTEMBER 6, 2024

China is urging Canada to comply with the World Trade Organization’s (WTO) rules regarding electric vehicle (EV) imports. Last month, Canada’s Department of Finance announced the Government’s intention to impose a 100% tax on China-made EV imports , effective October 1, 2024.

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Canada China Tax Chinese 100

Green Car Congress

APRIL 30, 2023

A new approach developed by researchers from the International Institute for Applied Systems Analysis (IIASA) in Austria and international colleagues proposes using solid air (nitrogen or oxygen) as a medium for recycling cooling energy across the hydrogen liquefaction supply chain. The Solid Air Hydrogen Liquefaction process © Hunt et al.

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Hydrogen Supplies Climate Change Economy 273

Green Car Congress

APRIL 12, 2023

Arnold Magnetic Technologies , a subsidiary of Compass Diversified and global manufacturer of high-performance magnets and more for mission critical applications, is partnering with Cyclic Materials , a pioneer in developing more sustainable domestic supply chains for rare earth elements.

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Supplies Waste China Manufacturer 170

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.

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Supplies Manufacturer 2007 2016 529

Green Car Congress

OCTOBER 5, 2022

Data from Benchmark Mineral Intelligence’s Cathode Forecast shows that China is set to extend its dominance of cathode production by 2030, increasing its share of production from 78% in 2022 to 87% in 2030. China’s output of cathode active materials increased more than four times between 2018 and 2022. times in the same period.

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China Production Global North America 243

Green Car Congress

SEPTEMBER 3, 2022

There are also other companies in China that offer models with battery swap support, but for the taxi market. Nio has 1071 swap stations in China as of August 2022 but is gearing up to expand its sales and swap station facilities across Europe. Swapping to become more efficient by using smaller batteries.

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China Batteries Battery Energy Storage 434

Green Car Congress

MAY 28, 2021

Data from Benchmark’s latest Lithium ion Battery Megafactory Assessment shows that BYD will have 170 GWh of capacity in the pipeline 2025, all of which will be concentrated within China. Tier 2: Not yet qualified to supply multinational automotive OEMs / EV producers outside of China. Qualified to supply non EV applications.

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BYD Lithium Ion Manufacturer China 389

Teslarati

SEPTEMBER 30, 2024

Canada is considering a ban on China-made software for electric vehicles (EVs). The potential ban follows Canada’s announcement to implement tariffs on EVs and aluminum supplies from China. The Canadian government may impose 100% tariff rates on China-made products, similar to the United States. “We

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Canada China United States Chinese 88

Green Car Congress

JULY 21, 2022

New refining capacity growth includes several high-profile, high-capacity refinery projects underway, particularly in China and the Middle East, which could add more than 4.0 The most global refining capacity under development is in China. million b/d of new capacity over the next two years.

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Global China Kuwait Oman 448

Electrek

AUGUST 29, 2024

A new report from the Tesla supply chain in China claims that the Tesla Model Y refresh is planned for Q1 2025.

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Supplies Tesla China 137

Electrek

OCTOBER 14, 2024

Mexico is done importing cheap EVs from China and India as it plows ahead with a prototype of its own. The country’s new President, Claudia Sheinbaum, said automakers plan to develop multiple models as it builds a domestic supply chain.

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Cheap Mexico Building China 123

Green Car Reports

APRIL 15, 2024

China already has enough battery manufacturing capacity to supply all global EV production, according to Bloomberg New Energy Finance.

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Global China Batteries Battery 180