Green Car Congress

DECEMBER 13, 2022

The worldwide semiconductor industry is projected to invest more than $500 billion in 84 volume chipmaking facilities starting construction from 2021 to 2023, with segments including automotive and high-performance computing (HPC) fueling the spending increases, SEMI announced in its latest quarterly World Fab Forecast report.

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Industrial Industry Global Taiwan 243

Green Car Congress

MARCH 29, 2021

This estimate is a significant increase from the market analysis firm’s 2018 forecast, due to upwards revisions in its EV sales forecasts. Nickel demand will be supported by the metals persisting popularity in battery cathode chemistry, with downside risks caused by concerns over future supply availability, Fitch said.

Battery 358

Battery Batteries Lithium Ion 2018 358

Green Car Congress

JUNE 16, 2021

In the June Short-Term Energy Outlook (STEO), the US Energy Information Administration (EIA) forecasts that rising global production of petroleum and other liquid fuels (driven by OPEC, Russia, and the United States) will limit price increases for global crude oil benchmarks Brent and West Texas Intermediate (WTI). million b/d in 2022.

Oil 243

Oil Global Price Production 243

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

Electrek

JUNE 9, 2022

Read on to learn what he had to say about why graphite’s so important for EVs, what his company is doing to ramp up US sourcing and processing, and what the graphite supply is expected to be in the next couple years.

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Supplies Li-ion Lithium Ion Battery 130

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

APRIL 20, 2022

In its new Rare Earth Magnet Market Outlook to 2035 report, Adamas Intelligence forecasts that global demand for NdFeB magnets will increase at a CAGR of 8.6%, bolstered by double-digit growth from electric vehicle and wind power sectors. This will translate to comparable demand growth for the rare earths elements (i.e., billion by 2035.

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Global Supplies Wind Market 170

Green Car Congress

MAY 24, 2021

Disruptions to this supply can have wide-ranging consequences, but the understanding of how those disruptions play out in global markets is limited. A variety of disruptive events can affect the supply of rare earth materials, including natural disasters, labor disputes, construction delays and a pandemic. Causes of supply disruptions.

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Supplies Range Wind Market 468

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. That’s expected to alleviate the rising demand for nickel in electric vehicle batteries.

Indonesia 243

Indonesia Supplies Battery Batteries 243

CN EV Post

NOVEMBER 7, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

Supplies 94

Supplies Cars Auto Sale 94

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

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Supplies Auto Fisker Sale 52

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

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 Extra cuts by OPEC+ will push world oil supply down 400 kb/d by end of 2023. IEA forecasts global refining throughput to average 82 million barrels per day this year, 0.1

Oil 186

Oil Ukraine Russia Brazil 186

Baua Electric

OCTOBER 1, 2024

27 September 2024 Read next US new-vehicle sales set to slump in September as inventory increases 26 September 2024 With Europe’s light vehicle market slowing, how have electric vehicle (EV) forecasts been affected? Neil King, head of forecasting at EV Volumes, presents the latest outlook with Autovista24 special content editor Phil Curry.

Market 52

Market Citroen Light PHEV 52

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

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

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

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

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 growing number of repurposer and battery diagnostician start-ups are starting to establish robust supply chains with automotive OEMs.

Market 195

Market Li-ion Battery Batteries 195

Green Car Congress

SEPTEMBER 4, 2021

Thee is a growing disconnect between battery demand and raw material supply that could derail Europe’s and North America’s electrification plans, according to Benchmark Mineral Intelligence. Outside of China, Europe and North America are the key regions developing significant lithium-ion cell production capacity.

Supplies 225

Supplies North America Battery Batteries 225

Green Car Congress

JULY 12, 2022

has been awarded a program to develop and supply liquefied petroleum gas (LPG) systems for a number of vehicle applications for a global original equipment manufacturer (OEM). The deal is forecasted to provide €38 million in revenue through the end of 2025, with production expected to begin in Q4 2023. Westport Fuel Systems Inc.

Supplies 199

Supplies Fuel Global Alternative Fuels 199

CN EV Post

NOVEMBER 6, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

Supplies 73

Supplies Auto Sale Companies 73

CN EV Post

NOVEMBER 6, 2023

Automakers usually provide high forecasts to their supply chain, while suppliers make their own judgments based on the competitiveness of the vehicle models and the operating results of the car companies.

Supplies 72

Supplies Auto Sale Companies 72

Green Car Congress

JULY 23, 2021

BHP will supply Tesla Inc. and to collaborate with them on ways to make the battery supply chain more sustainable through our shared focus on technology and innovation. It adds to two more nickel supply deals that Tesla has likely secured to lock up its expected demand from 2022 onwards with Prony Resources and Vale.

Supplies 186

Supplies Lithium Ion Tesla Australia 186

Green Car Congress

AUGUST 9, 2023

This is in addition to the previously announced production supply agreement, adding new Euro 7 vehicle platforms planned for production by the OEM. This is forecasted to generate €63 million in total revenue from 2025 to 2028. —David M.

Supplies 150

Supplies Global Fuel Alternative Fuels 150

Green Car Congress

AUGUST 23, 2021

COVID-19 Still Impacting Supply Chain. Unlike the capacity constraints in wafer fabs, which was impacting mainly automotive MCUs, assembly capacity constraints impact all semiconductor types including sensors, power supplies and discretes. Global Light Vehicle Production Forecast Implications. This represents an 8.3%

Light 186

Light Supplies Global Malaysia 186

Green Car Congress

JUNE 22, 2018

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. Forecast strong demand growth has incentivized the expansion of existing assets and the development of new lithium operations. New lithium operations.

Supplies 218

Supplies Li-ion Battery Batteries 218

Green Car Congress

JUNE 20, 2023

Globally, the battery industry needs to invest at least $514 billion across the whole supply chain to meet expected demand in 2030, and $920 billion by 2035, according to a new analysis by Benchmark. Demand for lithium ion batteries is forecast to grow to 3.7 This year, the world is forecast to produce 1.0 Closing this 2.7

Industrial 243

Industrial Industry Global Lithium Ion 243

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. The supply agreements cover a variety of vital microchips, including: Silicon Carbide (SiC) MOSFETS, which are fundamental to the range of EVs.

Supplies 150

Supplies Purchase Parts Future 150

Baua Electric

OCTOBER 2, 2024

02 October 2024 Read next Is Europe’s EV decline impacting market forecasts? Demand for used passenger cars is failing to keep up with supply, particularly in Austria, Germany, Italy and Switzerland. Austria and Switzerland saw only marginal adjustments in their RV expectations, while France and the UK held their forecasts.

PHEV 52

PHEV Switzerland Cars Austria 52

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

AUGUST 7, 2022

Africa could overtake China as the world’s largest producer of natural graphite for lithium ion batteries as soon as 2026, according to Benchmark Mineral Intelligence, in a sign of the continent’s growing importance to the electric vehicle supply chain. New lithium mines are set to be developed in the US, but their supply will be limited.

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Africa China Lithium Ion Madagascar 259

CleanTechnica EVs

APRIL 20, 2021

In this first part of a two-part interview for CleanTech Talk, Rodney Hooper of RK Equity talks lithium and EV battery production and supply forecasts for 2025–2030 in Europe, China, the US, and globally. Listen via the embedded SoundCloud player below, or via your preferred podcasting network (see options below).

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Parts Europe China Battery 138

Green Car Congress

MAY 14, 2022

Benchmark forecasts lithium demand in 2030 will reach 2.4 million tonnes more than the 600,000 tonnes of lithium Benchmark forecasts will be produced in 2022. By 2030, there will also be a deficit of 230,000 tonnes of refined nickel, as assessed by Benchmark’s Nickel Forecast. Benchmark Lithium Price Index as of 22 April 2022.

Industrial 307

Industrial Industry Indonesia Carbon 307

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. Another key factor which has contributed to the decline in lithium prices is the surge in mine supply.

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Supplies Price Sale Li-ion 252