Green Car Congress

MAY 8, 2023

Despite oil demand in the transport sector forecast to half by 2050, the present pace of the transition still falls severely short of the goals of the Paris Agreement. As the aviation sector strives to support decarbonization efforts, the results highlight that biofuels are set to supply a quarter of aviation demand by 2050.

Oil 335

Oil Transportation Hydrogen North America 335

Green Car Congress

FEBRUARY 6, 2021

The European Commission’s Joint Research Centre (JRC) has released a report by Roskill that analyzes the EU’s nickel requirements for EV batteries within the context of the global market over a twenty-year forecast horizon to 2040. Investment in both new primary supply and recycling is required to de-risk future supply security.

Ni-Li 397

Ni-Li Supplies Battery Batteries 397

Green Car Congress

NOVEMBER 25, 2020

Despite the trend toward transportation electrification, the lithium industry has had a rough few years. However, Roskill believes that the closure of Altura Mining, the latest casualty of the period of falling lithium prices, may represent a turning point for the lithium industry. Lithium demand by application in 2019.

Recharge 334

Recharge Li-ion Industrial Industry 334

Green Car Congress

JUNE 18, 2022

The IEA June 2022 Oil Market Report (OMR) forecasts world oil demand to reach 101.6 mb/d in 2023, according to the forecast. Non-OPEC+ is set to lead world supply growth through next year, adding 1.9 Nevertheless, product markets are expected to remain tight, with a particular concern for diesel and kerosene supplies.

Oil 210

Oil Global Libya Russia 210

Green Car Congress

FEBRUARY 19, 2022

Supply of nickel intermediate MHP from Indonesia for batteries is set to rise five-fold this year, according to Benchmark Minerals’ Nickel Forecast. Huayue Nickel Cobalt is a significant strategic project to build an integrated industrial chain of new-energy lithium battery materials.

Indonesia 243

Indonesia Supplies Battery Batteries 243

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

Baua Electric

APRIL 29, 2024

NXP Semiconductors NV forecast second-quarter profit above estimates on Monday, as easing inventory corrections at its industrial and mobile customers helped offset decelerating revenue from automotive customers due to slowing EV demand. These markets were experiencing a chip supply glut after a pandemic-fueled buying spree.

Industrial 52

Industrial Industry Auto Insight 52

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.

Industrial 337

Industrial Industry 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.)

Saudi Arabia 170

Saudi Arabia Supplies Building Chevron 170

Green Car Congress

JUNE 17, 2022

The US Energy Information Administration (EIA) forecasts that prices in US wholesale electricity markets this summer will significantly increase over last summer’s prices. EIA forecasts summer electricity prices will average $98/MWh in California’s CAISO market and $90/MWh in the ERCOT market in Texas. MMBtu in May 2021.

Price 476

Price Coal Gas-Electric United States 476

Green Car Congress

APRIL 2, 2022

Benchmark Mineral Intelligence held its inaugural Battery Megafactories Europe 2022 event in Berlin; the event zeroed in on a number of pertinent points for the continent’s EV and battery supply chain. Lack of supply is not due to any geological constraints but to a simple lack of capital investment to build future mines.

Supplies 284

Supplies Europe Lithium Ion Auto 284

Green Car Congress

APRIL 15, 2023

In its April Oil Market Report , the International Energy Agency (IEA) forecasts that world oil demand will climb by 2 mb/d in 2023 to a record 101.9 OECD demand, dragged down by weak industrial activity and warm weather, contracted by 390 kb/d y-o-y in 1Q23, its second consecutive quarter of decline. million barrels per day.

Oil 186

Oil Ukraine Russia Brazil 186

Baua Electric

MAY 4, 2024

Canada’s Magna International missed first-quarter profit estimates and cut its full-year overall sales forecast on Friday, as auto parts suppliers navigate ongoing supply constraints and bumpy demand for electric vehicles. The company’s shares were down about 4% in early trade. billion to USD 44.2 billion to USD 45.4

Supplies 52

Supplies Auto Fisker Sale 52

Green Car Congress

MAY 11, 2023

This dynamic will likely remain through to 2024, the report says, as a plentiful and growing supply surplus maintains pressure on prices. However, in the longer term, demand for cobalt will outpace supply, lifting prices and supporting a new wave of supply side investment.

Supplies 259

Supplies Market North America Philippines 259

Green Car Congress

NOVEMBER 8, 2016

In its new rare earths market report with forecasts out to 2026, Roskill, a leader in international metals and minerals research, observes that the permanent magnet and catalyst sectors will continue to provide the largest markets for rare earths in the next ten years to 2026. Lanthanum and cerium prices will be limited by surplus supply.

Supplies 186

Supplies 2016 Chinese Wind 186

Green Car Congress

MARCH 14, 2023

IDTechEx forecasts that the second-life EV battery market will reach US$7B in value by 2033. A new IDTechEx report, “ Second-life Electric Vehicle Batteries 2023-2033 ”, highlights advancements in the second-life industry, ranging from regulatory and technology developments to player activity in battery diagnostics and repurposing.

Market 195

Market Li-ion Battery Batteries 195

Green Car Congress

FEBRUARY 9, 2023

Polestar and Rivia have collaborated on a ‘ Pathway Report ’ which concludes that the automotive industry is set to overshoot the IPCC’s 1.5-degree The report, which uses existing, open-source data to model the current trajectory for emissions stemming from the car industry, was carried out by global management consulting firm Kearney. …

Industrial 195

Industrial Industry Emissions Supplies 195

Green Car Congress

JUNE 22, 2018

The lithium-ion battery industry has been, and will continue to be, the main catalyst for growth; it accounted for close to 50% of consumption in 2017 and is expected to reach over 80% by 2027. Forecast strong demand growth has incentivized the expansion of existing assets and the development of new lithium operations.

Supplies 218

Supplies Li-ion Battery Batteries 218

Green Car Congress

JUNE 4, 2023

Russia-based Nornickel, the world’s largest producer of palladium and high-grade nickel and a major producer of platinum and copper, presented its eleventh review of the nickel and platinum group metals (PGM) markets based on the fundamental analysis of world economic and industry data. Mt to 3.22 Mt (7% year-on-year growth).

Market 304

Market Indonesia Russia Supplies 304

Green Car Congress

FEBRUARY 20, 2020

Toyota Motor Corporation and Toyota Industries Corporation announced that they have jointly developed a new battery for hybrid electric vehicles (HEV) in anticipation of the further development and market introduction of HEVs, which are forecasted to expand rapidly in the future.

Toyota 207

Toyota Industrial Industry Electric Vehicles 207

Green Car Congress

SEPTEMBER 29, 2020

Demand growth of the 2020s will soon be dwarfed by the astronomical demand growth of the 2030s, according to a new forecast by Adamas Intelligence. Therein lies the real defining challenge and opportunity facing the global rare earth industry today, the company said. After growing at a CAGR of 6.4% After growing at a CAGR of 6.4%

Supplies 360

Supplies Global Escape 2020 360

Green Car Congress

SEPTEMBER 27, 2022

Canada-based Euro Manganese (EMN) signed a non-binding Memorandum of Understanding (MoU) with Norwegian state-owned company Statkraft for the long-term supply of carbon-free renewable energy for Euro Manganese’s flagship Chvaletice Manganese Project (CMP) in the Czech Republic. Statkraft is Europe’s largest generator of renewable energy.

Renewable 199

Renewable Czech Republic Supplies Energy 199

Green Car Congress

JUNE 9, 2020

Roskill forecasts that Li-ion battery demand will increase more than ten-fold by 2029, reaching in excess of 1,800GWh capacity. In 2019, Li-ion battery capacity reached 180GWh, as the market shifted to increase demand from the automotive industry.

Li-ion 246

Li-ion Ni-Li Battery Batteries 246

Green Car Congress

JULY 12, 2023

The rapid growth in ammonia driven by low-carbon supplies will change the current market beyond recognition. The diversification of supply routes and demand applications will introduce carbon capture, renewables, power utility and shipping market participants to an industry currently dominated by fertilizer producers.

Market 195

Market Carbon Supplies Insight 195

Green Car Congress

JULY 19, 2023

As the auto industry’s demand for semiconductors accelerates, Stellantis is implementing a multifaceted strategy designed to manage and secure the long-term supply of vital microchips. An effective semiconductor strategy requires a deep understanding of semiconductors and the semiconductor industry.

Supplies 150

Supplies Purchase Parts Future 150

Green Car Congress

FEBRUARY 3, 2021

Roskill forecasts that demand for rare earth permanent magnets in EV drivetrains will increase by more than 17.5% Although Roskill expects that demand fell in 2020 as a result of the disruptions of the pandemic, the company is forecasting a strong reovery in demand in 2021, increasing by 10% y-on-y.

2020 418

2020 Chinese Supplies 2019 418

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 Battery Batteries 186

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. We believe ammonia cracking will be a key enabling technology for the large scale uptake of clean hydrogen.

Hydrogen 186

Hydrogen Global Supplies MIT 186

Green Car Congress

MAY 13, 2021

Korea’s Doosan Heavy Industries & Construction has embarked on the development of technology for producing hydrogen using waste plastic and vinyl. Doosan Mecatec, a subsidiary of Doosan Heavy Industries & Construction, is also venturing into the hydrogen business. million tons in 2030 to 5.26 million tons by 2040.

Waste 320

Waste Hydrogen Industrial Industry 320

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 Industrial Industry Lithium Ion 378

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. times from now until 2030, despite efforts to develop cathode capacity in the rest of the world—forecast to increase only 2.8

China 243

China Production Global North America 243

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

Baua Electric

MAY 16, 2024

End markets are mixed with weak industrial and auto markets, but strong image sensors, power chips, microcontrollers and other markets, Applied Materials Chief Financial Officer Brice Hill said on a post-earnings call. Applied Materials forecast third-quarter revenue of about USD 6.65 billion, according to LSEG data.

Auto 52

Auto Taiwan Insight United States 52

Green Car Congress

MARCH 10, 2023

Hard rock sources of lithium currently make up 60% of global mined lithium supply and are forecast to continue to do so through to 2030, according to Benchmark’s Lithium Forecast. This highlights a major lack of transparency in the industry.

Carbon 397

Carbon Grid Lithium Ion Convert 397

Baua Electric

JULY 23, 2024

July 23 – Porsche AG cut its sales and profit outlook on Tuesday due to an unexpected aluminium alloy supply shortage, sending the German company’s shares down 4% to the bottom of Frankfurt’s blue-chip index. listed but headquartered in France, said it did not supply Porsche from its facility in Switzerland.

Porsche 52

Porsche Supplies Mercedes Switzerland 52

Green Car Congress

AUGUST 13, 2021

—Rolf Najork, the member of the Bosch board of management responsible for industrial technology. Forecasts say that demand for lithium-ion batteries will rise from around 200 GWh in 2019 to more than 2,000 GWh by 2030 (source: BMWi, 2021). Bosch believes its industrial technology is the way forward in its own plants as well.

Supplies 186

Supplies Battery Batteries Production 186

CleanTechnica EVs

APRIL 14, 2021

A look at trends in the lithium industry, including forecasts for Tesla and reactions to Volkswagen Power Day.

Supplies 90

Supplies Tesla China Industrial 90