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Benchmark: battery supply chain hit by Chinese energy cuts

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Benchmark Minerals reports that China’s ongoing energy shortage, which has seen local governments enforce intermittent power cuts since July 2021, has begun to affect domestic anode and cathode production as several producers were forced to scale back production in late Q3.

Supplies 186
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Rio Tinto, Mongolia resolve issues over $6.925B Oyu Tolgoi copper project; underground operations to start

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Rio Tinto, Turquoise Hill Resources (TRQ) and the Government of Mongolia have reached an agreement that will move the Oyu Tolgoi (OT) copper mine project ( earlier post ) forward, resetting the relationship between the partners and increasing the value the project delivers for Mongolia.

Mongolia 150
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Clean Global Energy in JV for $400M Underground Coal Gasification Project in China

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Ltd of Beijing, China (YSJY ), Inner Mongolia Gu Xin Mining Co. Ltd of Beijing, China (GX) and Goldbridge Clean Tech Energy of East Sussex, United Kingdom (GB) to undertake a US$400M commercial UCG (underground coalgasification) project on GX’s Inner Mongolia coal deposit. Underground coal gasification. Click to enlarge.

Coal 186
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Giga Carbon Neutrality secures contract for 200 hydrogen and battery EV trucks and machinery in China

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Giga Carbon Neutrality (GCN) has secured a contract to supply 200 hydrogen and battery EV powered heavy trucks and associated engineering machinery from The People’s Government of Ejin Horo Banner, an administrative division of Ordos City of the Inner Mongolia Autonomous Region in China. The partners plan to invest RMB 2.3

Hydrogen 221
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First Solar Signs MoU for 2GW Solar Power Plant in China

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First Solar signed a memorandum of understanding (MOU) with the Chinese government to build a 2 gigawatt solar power plant in Ordos City, Inner Mongolia, China. The project will operate under a feed-in-tariff which will guarantee the pricing of electricity produced by the power plant over a long-term period.

Solar 170
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Molycorp to accelerate initial start-up of new rare earth processing facility; $114M additional investment

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This acceleration also expands the diversity of global supply, which is an increasingly urgent matter for rare earth consumers. By accelerating our start-up, we also further de-risk the overall project by allowing for a more orderly and sequential start up of the various circuits of this highly complex plant. —Mark Smith.

Mongolia 210
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Arizona State Students Develop a Solar-Powered Air Filtration System

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A team of students from the Fulton Schools of Engineering at Arizona State University is helping to improve the air quality for nomadic communities in Mongolia. A drought in Mongolia has led to food shortages, prompting the nomads to migrate to the Ger district in the capital of Ulaanbaatar, one of the world’s most polluted cities.

Arizona 139