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

Green Car Congress

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. The detailed report— Need Nickel? Global Nickel Trade and Chinese Dominance.

China 416
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BNEF forecasts global energy storage market to grow 15-fold by 2030 to 411 GW/1194 GWh

Green Car Congress

However, while the new tax credit policy supports more growth based on BNEF’s long-term forecast, supply chain constraints cloud deployment expectations until 2024. Russia’s invasion of Ukraine has had a clear impact on energy storage deployments in Europe.

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Used EVs – Over The Hill, Or An Absolute Steal?

My Energi

A worldwide deficit of lithium, a global shortage of semiconductors and the ongoing conflict in Ukraine are all heavily impacting production efficiencies, with some OEM lead times reportedly reaching upwards of twelve months. So, with supply slim and prices high, is going electric necessarily the right choice for every motorist?

Cheap 133
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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

Syrah Resources is an Australian company that supplies Tesla from its mine in Mozambique, one of the largest graphite producers. . With few producers in the graphite industry, graphite consumers enter into long-term bilateral supply agreements with little transparency on prices. Graphite Supply. Graphite and Transparency.