Green Car Congress

MAY 8, 2021

Lithium carbonate’s premium over lithium hydroxide in the Chinese domestic market, seen in the first quarter of 2021, is beginning to narrow, as shifting cathode chemistry demand continues to support hydroxide prices in China while carbonate gains soften amid limited spot transactions, according to Benchmark Mineral Intelligence.

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Chinese Carbon Price Conversion 273

Green Car Congress

JULY 3, 2020

Mercedes-Benz has entered a far-reaching strategic partnership with the Chinese battery cell manufacturer Farasis Energy (Ganzhou) Co., The contract will provide a secure source of supply of battery cells for Mercedes-Benz’s electrification strategy, while Farasis gains security for its planned construction of production capacity.

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Mercedes Manufacturer Chinese Battery 396

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. Protestors have ransacked Chinese-owned businesses after accusations that Beijing had supported the coup. global supply.

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Myanmar Supplies Available China 321

Green Car Congress

FEBRUARY 3, 2021

The supply of rare earths has become an increasingly geopolitical issue in the US, Europe and Japan, with Chinese market dominance seen as a supply risk for critical elements including neodymium (Nd), praseodymium (Pr) and dysprosium (Dy).

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2020 Chinese Supplies 2019 418

Green Car Congress

APRIL 18, 2023

Continued investment in China’s battery production scene is increasingly pushing its market into oversupply, putting strain on Tier 3 producers which are unable to access large global EV markets and are forced to compete in the saturated domestic space, according to Benchmark Mineral Intelligence.

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Chinese Lithium Ion China Global 259

Green Car Congress

DECEMBER 13, 2020

Copper prices plunged 27% to a low of US$4,617/t in late March as the global impact of COVID-19 became apparent, but copper stabilized and then began to rise, completing a full recovery to its January starting point by the end of July. Underlying Chinese consumption is actually performing much better than most analysts believe, Roskill said.

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Price Chinese 2020 2000 541

Green Car Congress

AUGUST 21, 2022

Trading Economics global macro models and analysts expectations forecast battery-grade lithium carbonate to trade at 504,813 CNY (US$74,000) per tonne in 12 months time. Global consumption of lithium in 2021 was estimated to be 93,000 tons, a 33% increase from 70,000 tons in 2020. Lithium is expected to trade at 484,185.00

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Carbon Battery Batteries Lithium Ion 483

Green Car Congress

JUNE 23, 2020

The two companies will also discuss the development of an efficient production system to ensure stable supply capacity for jointly developed batteries. Nissan will expand the award-winning 100% electric motor-driven e-POWER technology globally into the B- and C-segments. Nissan Motor Co., and Sunwoda Electric Vehicle Battery Co.,

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Nissan Powered Power Battery 445

Green Car Congress

APRIL 13, 2021

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.

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Supplies China Chinese Global 250

Green Car Congress

APRIL 2, 2022

Broadly, the investments announced focus on the development of production facilities, technology, EV batteries, new product and securing future raw material supply (primarily semiconductors and battery materials). Prior to this, Toyota had only a few BEV models manufactured with its Chinese partner GAC Group. Toyota announced US$70.4

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Global Toyota Auto Industry Light 370

Green Car Congress

JULY 27, 2023

This will increase the region’s strength in the supply of critical minerals beyond cobalt, which the continent has historically dominated. Benchmark’s Lithium Forecast shows that the region is expected to account for just 4% of global mined lithium supply this year.

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Namibia Supplies Global Africa 195

Green Car Congress

FEBRUARY 1, 2019

Jiangnan Shipyard, owned by China State Shipbuilding Corp (CSSC), has ordered an LPG (liquefied propane gas)-burning MAN B&W 6G60ME-LGIP engine in connection with the building of an 86,000-m 3 VLGC (Very Large Gas Carrier) for Tianjin Southwest Maritime (TSM), the Chinese shipping company.

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Chinese Fuel Powered Power 317

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. Global Nickel Trade and Chinese Dominance.

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China Energy Indonesia Power Grid 416

Green Car Congress

AUGUST 4, 2022

A graphene nanotube dispersion, developed by OCSiAl, allows for a substantial increase in key battery parameters and is now experiencing growing interest from Chinese battery manufacturers. Introducing OCSiAl’s graphene nanotubes into anode and cathode formulations makes it possible to reach 300 Wh/kg energy density and even go beyond this.

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Chinese Manufacturer Lithium Ion Battery 273

Green Car Congress

MAY 28, 2021

Benchmark Mineral Intelligence has elevated Chinese lithium-ion battery cell and automaker BYD to Benchmark’s top tier EV battery cell manufacturer status joining CATL, Envision AESC, LG Energy Solution, Panasonic, Samsung, and SK Innovation as tier one cell manufacturers. Supplier to domestic Chinese EV market.

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BYD Lithium Ion Manufacturer China 389

Green Car Congress

AUGUST 21, 2014

ABB launched Terra 53 Z, its first high power DC fast charger that complies with the Chinese GB standard. The launch of the Terra 53 Z DC fast charger turns the Terra 53 series into the world’s first DC fast charging solution to offer specific types complying with the three global open charging standards: SAE Combo, CHAdeMo and China GB.

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DC Chinese Standards Stimulus 253

Green Car Congress

MAY 1, 2021

Total Chinese stocks (658kt) are equivalent to 2.6 Chinese refined consumption rebounded 18% YOY in Q1 2021. Goldman Sachs and Robert Friedland, Founder of Ivanhoe Mines, suggest prices of US$15,000/t might be seen by 2025, due to restricted supply and bullish demand growth. These stocks, however, currently represent only 1.9

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Price Peru Chile Chinese 418

Green Car Congress

MARCH 13, 2020

The global auto market is very sensitive to macroeconomic conditions and will be hit hard by the coronavirus and any economic contraction that accompanies it, BNEF says. Other elements of the note: BNEF cut the global solar demand forecast for 2020 from 121-152GW to 108-143GW. Chart: BloombergNEF.

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Energy Storage Renewable Energy Asia 416

Green Car Congress

FEBRUARY 20, 2021

Total visible copper stocks (LME + COMEX + SHFE + Chinese bonded warehouses) amounted to just 560kt at the end of January, noted critical materials supply chain intelligence company Roskill—only 11kt more than the lowest recent stock level of 549kt in December 2019.

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Price Peru Chile Chinese 399

Green Car Congress

FEBRUARY 10, 2022

GWh of passenger EV battery capacity was deployed onto roads globally in 2021—a 113% increase over 2020—as battery-electric vehicle (BEV) and plug-in hybrid electric vehicle (PHEV) sales surged year-over-year, according to Adamas Intelligence. A record 286.2 Japan’s Panasonic rounded off the top three with a record 41.4

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Battery Batteries 2020 PHEV 414

Green Car Congress

APRIL 24, 2021

A new name for the merged entity will be selected in due course representing the global reach of the new entity, which will have its head office in Buenos Aires, Argentina, a corporate headquarters on the Australian East Coast and an office in Perth. Upon implementation, Orocobre shareholders will own 54.2%

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Companies Global Argentina Chinese 243

Green Car Congress

JANUARY 30, 2021

In addition to new electric models, this also includes the transformation of the global production network. At the same time we are ramping up volume production in the Zwickau electric car plant and in our two Chinese MEB plants every week. In doing so we reaffirm our ambitions to take on a role as global leaders in electric mobility.

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Production Chinese 2020 USA 435

Green Car Congress

APRIL 1, 2020

The COVID-19 has hit the Chinese EV sector hard; CRU, a provider of business intelligence on the global metals, mining and fertilizer industries, believes that weak sales will last at least until early Q2 2020. Nonetheless, it continues to forecast Chinese EV sales growth in 2020 over 2019’s total.

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Chinese Sale China 2020 221

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. SKIET plans to supply separators produced at its Changzhou factory in China to Sunwoda.

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Supplies Battery Batteries South Korea 199

Green Car Congress

NOVEMBER 4, 2020

Additionally, the Chinese electric vehicle market is the largest in the world and due to their control of the rare-earth supply, most Chinese vehicle models utilize permanent magnet motors. China accounts for the vast majority of rare-earth production worldwide and this has, in the past, led to huge price volatility.

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Motoring Motors Motor 2000 397

Green Car Congress

MARCH 25, 2021

Geely Auto Group (Geely Auto) officially announced the widely reported formation of Zeekr—a new electric mobility technology and solutions company based in China that will serve growing global demand for premium electric vehicles. The Chinese name of Zeeker has been confirmed as Ji Ke.

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Companies Auto Electric Cars Cars 435

Green Car Congress

JUNE 22, 2018

Automotive applications were the largest market for Li-ion batteries in 2017, with Chinese sales of plug-in electric vehicles (PEV) increasing by around 20% y-o-y. This placed strain on the battery supply chain which is likely to continue, with Roskill estimating that Chinese PEV sales could reach around one million units in 2021.

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Supplies Li-ion Battery Batteries 218

Green Car Congress

APRIL 5, 2020

China’s attempt to fight the coronavirus outbreak has led to delayed production across a number of battery production facilities located in key coronavirus hit provinces and is expected to lower the output of Chinese battery manufacturers by around 26 GWh in 2020. —Sneha Susan Elias, Senior Power Analyst at GlobalData.

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2020 Battery Batteries Energy Storage 292

Green Car Congress

MARCH 28, 2019

Daimler AG and Zhejiang Geely Holding Group , the German and Chinese automotive groups, have formed a 50-50 globally focused joint venture to own, operate and further develop smart, the pioneer of small urban vehicles, as a leader in premium-electrified vehicles. For more than 2.2 Future production will be located in China.

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Global Mercedes Slovenia China 259

Green Car Congress

JANUARY 16, 2023

In November 2022, 5,661 tonnes of manganese were deployed onto roads globally in the batteries of newly sold passenger EVs, surpassing the previous record set in September 2022 while foreshadowing of a massive December, according to analysis by Adamas Intelligence.

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Chinese France Germany Global 293

Green Car Congress

NOVEMBER 8, 2016

Roskill forecasts that the deficit will increase to 2021, making continued growth of NdFeB magnets unsustainable, despite efforts by rare earth producers to increase neodymium supply. Roskill expects that by 2021 the high price of neodymium and concerns over supply availability will make projected growth rates of NdFeB demand unsustainable.

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Supplies 2016 Chinese Wind 186

Green Car Congress

SEPTEMBER 6, 2019

Weaker-than-expected demand in China is partly responsible, but the main driver has been the ongoing avalanche of new supply into the market, as plentiful cheap spodumene meets ample conversional capacity in China, the CRU analysts said. Chinese EV sales through to July totalled 696,000 this year, an impressive 41.5%

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Supplies Price Sale Li-ion 252

Green Car Congress

NOVEMBER 5, 2020

Hyundai Motor will supply its fuel cell electric commercial vehicles to major logistics companies in the Yangtze River Delta area where the company is going to establish and manage a fuel cell electric commercial vehicle operating company. In addition, it plans to promote a pilot operation business of fuel cell electric vehicles.

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Hyundai Commercial China Motoring 356

Green Car Congress

DECEMBER 1, 2021

However, even lower-cost chemistries such as LFP—which is particularly exposed to lithium carbonate prices—have felt the bite of rising costs throughout the supply chain. Since September, Chinese producers have raised LFP prices by between 10-20%. This will help to ease lithium prices.

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Price 2020 Battery Batteries 469

Green Car Congress

OCTOBER 20, 2022

billion will go to 11 projects in the materials separation and processing segment of the supply chain. Anovion , Scaling the Domestic, US Owned and Operated Anode Supply Chain for Synthetic Graphite, $117,000,000. It will produce enough material to supply more than 250,000 electric vehicles annually. Of that, $1.6

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Parts Battery Batteries Lithium Ion 459

Green Car Congress

JUNE 5, 2021

billion Chinese yuan (US$229 million). Roskill noted that given that China relies heavily on imported raw materials to produce lithium products, the development of domestic lithium resources is seen as the key to establish supply security and help Chinese companies remain competitive.

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China Chinese Solar 2018 334

Green Car Congress

SEPTEMBER 22, 2020

Because it guarantees efficient fuel supply and injection, it is a critical element in ensuring the engine complies with the China VI emissions standard. Over the 17 years since, both companies have pooled their strengths and expertise in multiple endeavors, one of which was supplying the Chinese market with diesel engines.

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