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Menopausal Mother Nature

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benchmark mineral intelligence

Rising Lithium Prices Risk Pushing EV Dreams Off The Road

As demand for electric vehicles grows amid a push for a greener economy, carmakers globally are grappling with rising prices of everything from semiconductor chips to copper and aluminum. Now the expense of lithium, a metal found in every commercial…

A Viable Alternative To China’s Rare Earth Minerals Dominance

Prompted by a worldwide chip shortage already impacting automobile production, President Biden signed an executive order in February directing a 100-day broad review of supply chains for critical materials for semiconductors and large-capacity batteries, including rare earth elements. It builds on analyses,…

Tesla “Pilot” Battery Factory = 13th Largest Battery Factory in World

Tesla revealed at its Battery Day this week that it intends to produce 3 terawatt-hours (TWh) of batteries a year by 2030. That’s more than Benchmark Mineral Intelligence (aka Benchmark Minerals) was forecasting for all lithium-ion battery production combined before Battery Day

Former Tesla Battery Supply Chain Manager: What You Should Know About Batteries (Video)

Vivas Kumar is a Principal at Benchmark Mineral Intelligence, a market intelligence firm covering the electric vehicle industry. He previously managed the global lithium-ion battery supply chain at Tesla (2016–2019). Kumar was responsible for sourcing over 100 materials used to make batteries at Tesla

Global Lithium-Ion Battery Planned Capacity Grows 4% In A Single Month — Charts!

Another month passes, another 43 GWh of battery factory capacity is brought into the planning pipeline for production in 2023, adding over 4% to the global total, in just a single month (50% annualized growth)

China EV Forecast: 50% EV Market Share by 2025 — Part 3, Ramping Production

China is charging full speed ahead into electric vehicles, on track to sell over 2 million electric vehicles this year, from 1.1 million in 2018. The rapid growth has been driven partly by policy, but increasingly by consumer demand. In the 3rd and final part of this series (check out part one and part two, if you missed them), we look at the ramp up in EV production and battery supply. Will production capacity be able to keep pace with the rapid growth in EV demand

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