Green Car Congress

MAY 1, 2021

The price of copper on the London Metal Exchange (LME) rose to $9,990/t on 29 April, marking a ten-year high and closing in on the record high LME price of $10,147.50/t In its new Copper Monthly Insights , Roskill said that the ongoing surge in copper pricing is taking impetus from President Biden’s new CO 2 targets.

Price 418

Price Peru Chile Chinese 418

Green Car Congress

OCTOBER 30, 2021

Benchmark Mineral Intelligence reports that battery producers have begun to increase lithium-ion cell prices following a period of consistent raw material price rises throughout 2021, particularly for lithium. Lithium carbonate has been singled out as a major driver behind the battery cell price increases.

Lithium Ion 435

Lithium Ion Carbon Price Battery 435

Green Car Congress

FEBRUARY 20, 2020

The element is often recovered as a byproduct from mining copper and nickel, meaning that demand and pricing for those other metals affects the availability of cobalt. They estimated supply from scheduled and unscheduled production as well as secondary production to range from 320 to 460 ktonnes. Xinkai Fu, Danielle N.

Supplies 349

Supplies Battery Batteries Congo 349

Green Car Congress

DECEMBER 7, 2022

Rising raw material and battery component prices and soaring inflation have led to the first increase in lithium-ion battery pack prices since BloombergNEF (BNEF) began tracking the market in 2010. BloombergNEF expects prices to stay at similar levels next year, further defying historical trends.

Li-ion 414

Li-ion 2010 Price Battery 414

Green Car Congress

MAY 2, 2021

Continental is extending its commitment to sustainability in the natural rubber supply chain. Continental’s goal is to achieve 100 percent sustainable supply chains by 2050. The valuable experience we are gaining in this project allows us to progressively increase the transparency of our natural rubber supply chains.

Indonesia 371

Indonesia Supplies Global 2018 371

Green Car Congress

FEBRUARY 20, 2021

On 19 February, LME cash prices for copper hit a nine-year peak of US$8,806.50/t. The true direction of prices in 2021 will only be revealed once Chinese traders return and assess their appetite for the metal in March, Roskill said. This is the highest level since 1 May 2012 when copper traded at US$8,528/t.

Price 399

Price Peru Chile Chinese 399

Green Car Congress

JANUARY 31, 2023

With its new EV supply chain coming online, Ford says it is significantly increasing production of the Mustang Mach-E this year to help reduce customer wait times and to take advantage of streamlined costs to reduce prices across the board, making Mustang Mach-E even more accessible to customers and keeping it competitive in the marketplace.

Ford 434

Ford Price Production SUV 434

Green Car Congress

DECEMBER 12, 2021

Underinvestment in oil and gas development extended into a second year in 2021 even as global energy demand rebounded, raising the prospect of price shocks, scarcity and growing energy poverty, according to a new report by the International Energy Forum (IEF) and IHS Markit.

Price 416

Price Oil Asia Gas 416

Green Car Congress

JANUARY 1, 2022

Chinese lithium carbonate prices soared in 2021, due to a surge in demand for lithium iron phosphate (LFP) batteries in the country, according to the end-of-year analysis by Benchmark Minerals Intelligence. Transacted prices in China began to breach the RMB 200,000/tonne mark in November—a historical milestone for lithium pricing.

Chinese 375

Chinese Price Sale Carbon 375

Green Car Congress

APRIL 2, 2021

The coup and resulting state of emergency quickly resulted in concerns in China over metal and mineral supplies from its neighbor. In 2020, Myanmar accounted for 39% of global HREE mine production, with China itself the only other major producer of HREE mined products at 48% of global supply. global supply.

Myanmar 321

Myanmar Supplies Available 2020 321

Green Car Congress

JANUARY 13, 2022

Global oil consumption outpaced oil production for the six consecutive quarters ending with the fourth quarter of 2021 (4Q21), which has led to persistent withdrawals from global oil inventories and significant increases in crude oil prices.

Oil Prices 334

Oil Prices Oil Price Conversion 334

Green Car Congress

APRIL 16, 2022

Benchmark Mineral Intelligence has launched a Lithium-ion Battery Raw Material Price Index. Benchmark assembles the index using its market-leading price assessments including the IOSCO-accredited lithium, nickel, and cobalt prices. NCM Mid-Nickel (5, 6, and 7 series blends, e.g., NCM 523, NCM 622). Nickel sulfate (CIF Asia).

Li-ion 335

Li-ion Lithium Ion Price Nickel Lithium 335

Teslarati

MARCH 25, 2025

Canaccord Genuity reaffirmed its price target of $404 for Tesla after a visit to Gigafactory Texas. While we do suspect there has been some macroeconomic/brand impact, we, again, do estimate 1Q25 deliveries are mostly being impacted by supply constraints–as well as some demand factors,” Canaccord Genuity noted.

Texas 129

Texas Price Austin Tesla 129

Green Car Congress

AUGUST 26, 2022

Plug Power signed a hydrogen supply deal with Amazon to provide liquid green hydrogen starting in 2025 to help decarbonize Amazon’s operations as part of its commitment to be net-zero carbon by 2040. Specifically, Amazon and Plug have signed a deal for Plug to supply 10,950 tons per year of liquid green hydrogen to fuel Amazon operations.

Hydrogen 284

Hydrogen Plug Supplies Green 284

Green Car Congress

OCTOBER 30, 2021

Roskill reports that prices for Chinese graphite continue to rise as producers contend with increasing electricity costs and supply disruption caused by limits on energy consumption. Meanwhile, prices for 94% C medium flake remained flat until July but have since risen by 15%.

Chinese 321

Chinese Price Mozambique Brazil 321

Green Car Congress

SEPTEMBER 8, 2021

billion) in the development of a battery supply system and research and development by 2030. Because Toyota can provide HEVs at a comparatively affordable price, in places where the use of renewable energy is to become widespread going forward, electrification using HEVs is among the effective ways of reducing CO 2 emissions, he said.

Nickel Metal Hydride 433

Nickel Metal Hydride Toyota Supplies Battery 433

Green Car Congress

MARCH 30, 2023

Due to a steady increase in availability of new models, expanded price mix within existing models and widening eligibility of federal and state incentives, acquisition cost is starting to fade as a hurdle to EV adoption, according to J.D. Additionally, both manufacturers recently announced significant price cuts on both models.

Price 404

Price Power Powered Tax Credit 404

Green Car Congress

JANUARY 25, 2023

Albemarle also estimates the 2030 mined supply to come in at 2.9 MMt LCE—creating an 800,000 tonne supply deficit, net of recycling. Higher prices of more than $20/kg will be required over the next decade to support the more than 100 new projects required, in Albemarle’s analysis, to bridge that gap and support demand fully.

Price 397

Price Conversion Supplies Corporation 397

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 9, 2022

The US Energy Information Administration (EIA) expects that low inventories of distillate fuels, which are primarily consumed as diesel fuel and heating oil, will lead to high prices through early 2023. Inventories are just one part of the supply equation for diesel and other distillates. EIA revised its forecast because U.S.

Oil 334

Oil Diesel Price Russia 334

Green Car Congress

MAY 11, 2022

The US price of ammonia, the primary source of nitrogen fertilizer, has risen by a factor of six in the past two years, and most of these increases have occurred since March 2021, according to the US Energy Information Administration (EIA). Although US natural gas prices also rose, they ended the 2021–22 heating season at close to $5.00/MMBtu,

Price 259

Price International Gas United States 259

Green Car Congress

JUNE 6, 2020

The study concludes that, with appropriate policy support, the renewable hydrogen sector can reach self-sustainability (price point at parity with conventional fuel on a fuel-economy adjusted basis) by the mid- to late-2020s. The roadmap effort developed several scenarios for the growth in renewable hydrogen demand through 2050.

Hydrogen 357

Hydrogen Renewable Price Fuel 357

Green Car Congress

APRIL 30, 2022

Chinese lithium and cobalt sulfate prices fell this month as strict COVID-19 lockdowns in Shanghai and elsewhere limit demand in the world’s largest electric vehicle market. Prices for cobalt sulfate fell by 6%, according to Benchmark’s Cobalt Price Assessment. There has been a little bit of softness in pricing.

Price 279

Price Chinese Sale Battery 279

Teslarati

MARCH 16, 2025

A Tesla executive managing the Australian and surrounding markets has detailed the company’s plans to move away from rapid pricing changes with the arrival of the new Model Y, especially as electric vehicle (EV) competition from other Chinese automakers arrives in Australia and surrounding markets.

Australia 121

Australia Price Tesla New Zealand 121

Green Car Congress

FEBRUARY 23, 2022

In 2021, a large share of Europe’s supply of liquefied natural gas (LNG) originated in the United States, Qatar, and Russia. In January 2022, the United States supplied more than half of all LNG imports into Europe for the month. Supply challenges in the European market have led to rising regional prices for natural gas.

Russia 416

Russia Qatar Europe Gas 416

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

JANUARY 30, 2020

In a commentary in the journal Joule , Rob McGinnis, founder and and CEO of Prometheus , a company that is developing technology to remove carbon dioxide from the air and turn it into fuels, discusses the technology advances that could lead to the potential price-competitiveness of renewable gasoline and jet with fossil fuels. 2020.01.002.

Gasoline 357

Gasoline Renewable Fuel Price 357

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

AUGUST 21, 2022

Lithium carbonate prices in China rose slightly to 480,500 yuan/tonne in mid-August, remaining close to the record-high of 500,000 from March and 400% higher year-on-year as soaring demand drove expectations of extended supply deficits. Lithium is expected to trade at 484,185.00 by the end of this quarter. Source: Trading Economics.

Carbon 483

Carbon Battery Batteries Lithium Ion 483

Green Car Congress

FEBRUARY 3, 2021

The growth in RE permanent magnet demand in EVs is also expected to have implications for other end-use applications, which may be more price sensitive, with opportunities for substitution and thrifting in higher price scenarios.

2020 418

2020 Chinese Supplies 2019 418

Green Car Congress

MAY 24, 2022

On 16 May 2022, the average US on-highway retail diesel fuel price was $5.61 Although retail diesel prices have increased across the entire United States, prices in the Northeast have increased the most and are now among the highest in the country. On 16 May, the average retail diesel price was $6.43/gal

Diesel 259

Diesel Price California Philadelphia 259

Green Car Congress

JULY 28, 2021

US LNG exports increased in the first half of this year as international natural gas and LNG spot prices increased in Asia and Europe due to cold weather. Natural gas demand in the spring continued to rise amid low post-winter inventories, which contributed to unseasonably high natural gas prices. Bcf/d for a total peak capacity of 10.8

Trinidad 418

Trinidad Algeria Asia Nigeria 418

Green Car Congress

JANUARY 4, 2023

Piedmont Lithium ( earlier post ) has amended its earlier agreement with Tesla to supply the US automaker with spodumene concentrate (SC6) from North American Lithium (NAL). In 2020, Piedmont had entered into a binding agreement with Tesla for the supply of SC6 from Piedmont’s planned wholly-owned Gaston County, North Carolina operation.

North Carolina 433

North Carolina Tesla Price Australia 433

Green Car Congress

APRIL 21, 2022

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? —Baker Institute report Need Nickel?

China 416

China Energy Indonesia Power Grid 416

Green Car Congress

MARCH 11, 2022

As nickel is used in the production of EV batteries, any sanctions placed on Russian nickel will cause EV manufacturing prices to increase further, threatening adoption and decarbonization. The evolving situation in Russia and Ukraine has already caused unprecedented increases in the price of nickel.

Electric Vehicles 349

Electric Vehicles Russia Ukraine Vehicles 349

Green Car Congress

MARCH 8, 2022

The price for cobalt spiked to $40 per pound in 2018, but returned to $25 dollars per pound in 2021. Nickel prices have now soared to $52,700 a metric ton (US$23.90/lb)—the lb)—the highest in the 35-year history of the contract trading on the LME—driven by concern over Russian supplies.). Source: DOE.

Lithium Ion 459

Lithium Ion Li-ion Battery Batteries 459

Green Car Congress

NOVEMBER 4, 2020

Additionally, the Chinese electric vehicle market is the largest in the world and due to their control of the rare-earth supply, most Chinese vehicle models utilize permanent magnet motors. China accounts for the vast majority of rare-earth production worldwide and this has, in the past, led to huge price volatility.

Motoring 397

Motoring Motors Motor 2000 397