Green Car Congress

FEBRUARY 4, 2021

In its second quarterly update to its Lithium: Outlook to 2030, 17 th Edition report, Roskill maintains the view that future refined lithium supply will remain tight, with a period of sustained supply deficit in the mid-2020s. The lithium-ion battery supply chain does not only depend on lithium.

Industry 337

Industry Industrial Lithium Ion Li-ion 337

Green Car Congress

JUNE 26, 2023

Saudi Arabia has cut a number of deals recently that coud make the country’s lithiu-ion supply chain the most developed in the Middle East, according to an analysis by Benchmark Mineral Intelligence. Rabigh Refining & Petrochemical Company will supply feedstock in the form of decant oil. Earlier post.) Earlier post.)

Saudi Arabia 170

Saudi Arabia Supplies Building Chevron 170

Green Car Congress

JULY 15, 2022

The challenge of meeting Net-Zero Emissions by 2050 “will be short-circuited and remain out of reach” unless significant new copper supply comes online in a timely way, according to a new study by S&P Global that examines the growing mismatch between available copper supply and future demand resulting from the energy transition.

Supplies 243

Supplies Global Energy Emissions 243

Green Car Congress

NOVEMBER 25, 2020

Despite the trend toward transportation electrification, the lithium industry has had a rough few years. Prices continued to slide in Q3 2020, with China spot prices falling below US$5,000/t CIF (Cost, Insurance, and Freight) for battery-grade lithium carbonate; contract prices edged closer to US$10,000/t CIF. Source: Roskill.

Recharge 334

Recharge Li-ion Industry Industrial 334

Green Car Congress

MARCH 6, 2023

Dow and X-Energy Reactor Company entered into a joint development agreement (JDA) to demonstrate the first grid-scale advanced nuclear reactor for an industrial site in North America. X-energy manufactures its own proprietary version (TRISO-X) to ensure supply and quality control. Earlier post.)

Industry 333

Industry Industrial Energy North America 333

Green Car Congress

MAY 12, 2023

Advent is the largest manufacturer of HT-PEM fuel cell systems targeting emerging markets in the field of sustainable and decentralized energy such as stationary power that can replace diesel generators, marine power from e-methanol fuel cells and heavy-duty mobility.

Supplies 259

Supplies Europe Fuel Macedonia 259

Green Car Congress

AUGUST 15, 2019

Toray Advanced Composites and BASF signed a manufacturing and supply agreement focused on the production of continuous fiber reinforced thermoplastic (CFRT) tapes for the automotive and industrial markets. The fiber manufacturer will reinforce BASF’s Ultramid PA6 (Polyamide) resins with either glass fiber or with carbon fiber.

Supplies 191

Supplies Industry Industrial Carbon Fiber 191

Green Car Congress

MARCH 10, 2023

eFuels company HIF Global ( earlier post ) and Siemens Energy reached an agreement under which Siemens Energy will supply electrolyzers to the HIF Matagorda eFuels Facility. We face a time of incredible expansion in hydrogen production amid global supply chain challenges.

Texas 397

Texas Global Supplies Energy 397

Green Car Congress

APRIL 26, 2023

BMW i Ventures announced an investment in Canada-based Cyclic Materials , a circular supply chain company focused on recycling rare earth elements (REE) ( earlier post ). As global market demand for REEs is forecasted to increase threefold by 2030, establishing new sources of REEs is critical.

BMW 199

BMW Supplies Companies Canada 199

Green Car Congress

AUGUST 5, 2023

The lithium industry needs to invest $116 billion by 2030 if the world is to meet the ambitions targets set by governments and the largest automakers, according to a Benchmark analysis. They don’t want to flood the market with lithium too quickly. The big money that needs to be spent takes time to get approval for and to deploy.

Industry 369

Industry Industrial Lithium Ion General Motors 369

Green Car Congress

DECEMBER 24, 2021

The zero-emission electric commercial vehicle market has a challenge at its core: battery sourcing and supply conditions. It’s critically important to understand the issues and complexities of the commercial vehicle industry’s battery needs and challenges.

Commercial 186

Commercial Supplies Batteries Battery 186

Green Car Congress

JUNE 15, 2022

WinGD and Hyundai Heavy Industries’ Engine Machinery Division (EMD) are to collaborate on delivering the first WinGD engine capable of running on ammonia. The project will include developing relevant safety, emissions abatement and fuel supply solutions for ammonia engines targeting the local market.

Engine 284

Engine Hyundai Industry Industrial 284

Green Car Congress

MARCH 8, 2020

Japan’s New Energy and Industrial Technology Development Organization (NEDO), Toshiba Energy Systems & Solutions Corporation (Toshiba ESS), Tohoku Electric Power Co., The technology also needs functions to optimize system operation according to hydrogen supply and demand forecasting.

Low Cost 450

Low Cost Hydrogen Power Grid Japan 450

Green Car Congress

JULY 6, 2020

green hydrogen meets the requirements for participation in the primary control reserve market. Operators can now link their plants to the German electricity market via E.ON’s virtual power plant. Our plants are thus making a significant contribution to ensuring both a stable power supply and the cost-effectiveness of green hydrogen.

Water 337

Water Hydrogen Market Production 337

Green Car Congress

JULY 12, 2023

Renesas Electronics, a premier supplier of advanced semiconductor solutions, and Wolfspeed have executed announced the execution of a wafer supply agreement and US$2-billion deposit by Renesas to secure a 10-year supply commitment of silicon carbide bare and epitaxial wafers from Wolfspeed.

Supplies 150

Supplies North Carolina Renewable Powered 150

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.

Hydrogen 273

Hydrogen Supplies Climate Change Economy 273

Green Car Congress

JUNE 2, 2023

Medha Group, a supplier of vehicle traction systems and related electronics based in Hyderabad, India, and Leclanché SA, a provider of energy storage solutions, have agreed to market their technologies jointly in the railroad and commercial truck markets. The collaboration covers the European, Middle Eastern and African markets.

Commercial 199

Commercial Market Li-ion Energy 199

Green Car Congress

JANUARY 5, 2023

Vopak and Hydrogenious LOHC Technologies will incorporate an equal shared joint venture, named LOHC Logistix, for hydrogen storage, transport and supply based on Hydrogenious’ Liquid Organic Hydrogen Carrier (LOHC) technology. Hydrogenious supplies the Hydrogen Refueling Station Erlangen in Germany via LOHC—a worldwide novelty.

Hydrogen 259

Hydrogen Transportation Supplies Germany 259

Green Car Congress

OCTOBER 13, 2022

BNEF’s 2H 2022 Energy Storage Market Outlook sees an additional 13% of capacity by 2030 than previously estimated, primarily driven by recent policy developments. The US and China are set to remain the two largest markets, representing more than half of global storage installations by the end of the decade.

Energy Storage 259

Energy Storage Global Market Energy 259

Green Car Congress

MAY 1, 2022

ClearFlame Engine Technologies, a startup developing net-zero engine technology ( earlier post ), announced the publication of an independent study that finds ClearFlame’s technology could help fleet owners and other heavy-duty truck operators lower total costs while meeting sustainability goals sooner than currently available alternatives.

Emissions 370

Emissions Engine Diesel Miles 370

Green Car Congress

OCTOBER 12, 2015

Amyris, Inc., , a company which converts plant-sourced sugars into renewable hydrocarbons, reports achieving a record low manufacturing cost of $1.75 The company has also accelerated its sales activity relating to high-performance polymer-grade farnesene for the polymers market and Myralene as a replacement for higher-priced limonene.

Polymer 150

Polymer Low Cost Industry Industrial 150

Green Car Congress

NOVEMBER 17, 2021

Electricity accounts for nearly 80% of the cost of hydrogen from electrolysis. In addition, the ability to use heat, which is a much lower cost source of energy than electricity, further improves the economics of green hydrogen production. By using less electricity, hydrogen production is more economical and accelerates adoption.

Low Cost 397

Low Cost Hydrogen Solar Green 397

Green Car Congress

AUGUST 8, 2021

Japan’s New Energy and Industrial Technology Development Organization (NEDO) has appointed Sumitomo, Chiyoda, Toyota Motor, Japan Research Institute and Sumitomo Mitsui Banking to conduct a feasibility study on the receiving and distribution business of hydrogen in Chubu Region. ENEOS Corporation, Kawasaki Heavy Industries, Ltd.,

Hydrogen 448

Hydrogen Supplies Toyota Japan 448

Blink Charging

NOVEMBER 2, 2023

The cost of battery packs has been a significant factor in the adoption of these technologies, and recent developments show that we’re moving in the right direction as prices drop. In 2008, the cost per kilowatt-hour (kWh) was $1,355, but by 2022, it had dropped to $153 per kWh.

2008 52

2008 Market Lithium Ion Battery 52

Green Car Congress

MAY 6, 2021

Demand outlooks and supply vulnerabilities vary widely by mineral, but the energy sector’s overall needs for critical minerals could increase by as much as six times by 2040, depending on how rapidly governments act to reduce emissions. Ensure adequate investment in diversified sources of new supply. Source: IEA. Source: IEA.

Supplies 248

Supplies Climate Wind Clean 248

Green Car Congress

MAY 3, 2023

announced that its subsidiary SoCal Biomethane will supply renewable natural gas (RNG) as facilitated by renewable fuels marketer Anew Climate to FuelCell Energy’s Tri-gen system to produce carbon-negative hydrogen and electricity for Toyota Motor North America, Inc.’s Anaergia Inc. The fuel cells will also produce a net 2.3

Renewable 199

Renewable Hydrogen Supplies North America 199

Green Car Congress

FEBRUARY 24, 2023

Researchers at the Fraunhofer Institute for Microengineering and Microsystems IMM are developing ammonia-based systems for a mobile, decentralized energy supply in the infrastructure, transportation and industry sectors. Ammonia can also be used for supplying hydrogen to land vehicles.

Transportation 273

Transportation Industry Industrial Energy 273

Green Car Congress

FEBRUARY 17, 2020

Niobium is a metal primarily used by the steel industry as a ferroalloy strengthening element. Adding niobium reduces the amount and weight of steel required, an important feature for the automotive industry but also for infrastructure. Another key characteristic of the niobium market is its highly concentrated supply.

Li-ion 378

Li-ion Industry Industrial Lithium Ion 378

Green Car Congress

JULY 26, 2021

Venti’s proprietary algorithms create powerful processing and fast reaction times, delivering practical advantages: Handling 30 – 40% change in the environment (compared to 5% for other leading industry players). Zero blind spots and uncompromised safety. The system is inexpensive, has a 12 month ROI, and saves customers money every year.

Transportation 321

Transportation MIT Supplies Market 321

Green Car Congress

SEPTEMBER 13, 2021

Albemarle, a leading global producer of lithium, bromine and catalyst solutions, expects lithium industry demand to reach 1.14 With battery costs declining and performance improving, there is an increasing need for higher-quality lithium.

Market 293

Market Global Sale Carbon 293

Green Car Congress

SEPTEMBER 21, 2022

The findings of this joint research on ammonia cracking will help support industry-wide efforts to decarbonize transport and heavy industrial processes and lower carbon emissions to meet global climate goals. Ammonia is a cost competitive carrier of hydrogen which will require cracking at destination to cater to different end uses.

Hydrogen 186

Hydrogen Global Supplies MIT 186

Green Car Congress

OCTOBER 1, 2020

A hydrogen exchange, similar to electricity and gas exchanges, could act as a catalyst for a market for climate-neutral hydrogen, according to an exploratory study, “A Hydrogen Exchange for the Climate”, presented to Eric Wiebes, the Netherlands Minister of Economic Affairs and Climate Policy.

Hydrogen 334

Hydrogen Market Netherlands Climate 334

Green Car Congress

MARCH 6, 2018

Oil production growth from the United States, Brazil, Canada and Norway can keep the world well supplied, more than meeting global oil demand growth through 2020, but more investment will be needed to boost output after that, according to the International Energy Agency’s latest annual report on oil markets. mb/d by 2023 to 104.7

Brazil 218

Brazil Oil Norway Canada 218

Green Car Congress

AUGUST 23, 2018

An economically-sustainable hydrogen industry in Australia could soon be on the cards according to a blueprint released by CSIRO, the national science agency, which found that cost-competitiveness is firmly on the horizon. Source: CSIRO. —CSIRO Chief Executive Dr Larry Marshall.

Australia 271

Australia Hydrogen Industry Industrial 271

Green Car Congress

JUNE 27, 2023

General Motors and Australia-based Element 25 Limited announced an agreement for Element 25 to supply up to 32,500 metric tons of manganese sulfate (MnSO 4 ) annually to support the annual production of more than 1 million GM EVs in North America. GM continues to strengthen its domestic supply base for EV production.

GM 195

GM Supplies Louisiana North America 195

Green Car Congress

JULY 13, 2022

Redwood) will collaborate to create a supply chain to recycle Volkswagen and Audi electric vehicle batteries in the United States, with the goal of providing accessible and more sustainable electric mobility for American drivers. Volkswagen Group of America, Inc. VWGoA) and Redwood Materials, Inc.

America 243

America Supplies Lithium Ion Batteries 243

Green Car Congress

MAY 31, 2023

A multi-institutional team led by the US Department of Energy’s (DOE) Argonne National Laboratory (ANL) has developed a low-cost cobalt-based catalyst for the production of hydrogen in a proton exchange membrane water electrolyzer (PEMWE). The anode catalyst uses iridium, which has a current market price of around $5,000 per ounce.

Low Cost 186

Low Cost Hydrogen Volt 2000 186