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

Green Car Congress

How Electrifying Transport and Chinese Investment are Playing Out in Indonesia —focuses on nickel as a critical mineral, but has implications for the broader minerals and materials supply chains needed for broad-scale energy transition. (The Global Nickel Trade and Chinese Dominance. The detailed report— Need Nickel?

China 416
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Opinion: Oil Market ShowdownCan Russia Outlast The Saudis?

Green Car Congress

and EU Ukraine-related economic and financial sanctions. and China markets, while the Russian Finance Ministry recently backed away from a tax proposal which Russian crude producers said would reduce their output. The Saudis have repeatedly cut pricing to undercut competitors to maintain market share in the critical U.S.

Russia 150
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Tesla supplier sheds light on graphite supply challenge for EV battery manufacturers [Editorial]

Teslarati

Chinese producers quickly increased production after a few months of closures in 2020. Russia, Madagascar, Ukraine, Norway, Canada, India, and Sri Lanka make up the remaining Top 10 countries that produce graphite. The US Geological Survey reported that China accounted for 79% of the world’s graphite mining last year.