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Graphite: The Next Battery Mineral Bottleneck
The U.S. imports 100% of its graphite, the mineral used for battery anodes and almost one-third comes from China. China also converts over 90% of the world’s graphite into anode material. Can the EV industry scale up without China?
Economist Stays Bullish on U.S., Likes Path of Biden’s IRA
“I don’t know if not cooperating with China in key industries such as microchips and minerals-processing is wise. We all know that China and the U.S. are intertwined in many ways. I think rupturing that would be a tectonic change,” says Paul Gruenwald, global chief economist at S&P Global Ratings.
Lithium Supply in Balance With Demand for Now
Lithium prices have fallen since the beginning of this year. Some analysts predict supply will meet demand, but that could be short-lived.
Flo Charging’s CPO Yang on Cutting Cost, Time and Adding Advertising
Canada’s Flo Charging is making a big push into the U.S., with a plan to manufacture up to 250,000 chargers by 2028 at a new facility in Michigan.
U.S. BEV/PHEV Demand Hits Record Prior to Final IRA Rules Kicking In
While the Inflation Reduction Act has accelerated future plans by several automakers to build more electrified vehicles locally, using the lease incentive as an end run will help prop demand for BEVs and PHEVs in the short term, partially offsetting the negative impact from most plug-in electrified vehicles not qualifying for buyer credits.
BEV Range, Performance Improvements: Everything, Everywhere, All at Once
A Wards Intelligence Powertrain Survey confirms BEVs have a number of hurdles to clear before reaching widespread market adoption with technology improvements expected to come from several areas.
EV Sales Tracker - US, China, Europe 2022
This market tracker contains analysis of electrified light vehicles BEV, HEV, PHEV in the U.S., China and Europe markets.
The Feds’ Short List of Credit-Worthy Vehicles; Charging News
With a paltry 12 vehicles qualifying for the new EV tax credit, Americans will have a limited number of new BEVs to choose from among an already limited list.
New Treasury Rules for EV Materials Levels Field for U.S. Allies
New guidance from the U.S. Treasury sheds light on how electric vehicles can qualify for the $7,500 IRA incentive. But the new rules are also sparking an interest in new free-trade agreements.
Troubled North America Battery-Electric Startups Clinging to Production Plans
Cancellations, production delays and changes in planned products have become a steadfast pattern for battery-electric startups in North America due to financial hurdles and other challenges. Despite stiff headwinds getting even stronger over the past year, making it more likely that only a few, if any, will succeed, most still refuse to give up.
What’s Next for EV Batteries? (Part 3)
New electric-vehicle battery technology is often in the news and for years battery makers have been promising we’ll see these breakthroughs in cars soon. But for solid-state batteries and sodium-ion based batteries their time may finally have come.
Tax Credit Clarity?; Toyota Gets Heat; Tritium’s NEVI Chargers; Tesla, Mercedes News
The Treasury Department tax-credit guidelines could crater new BEV sales in the U.S., while environmental groups plead with Toyota’s new CEO to rethink his BEV plans.
A New Report on The Rapidly Evolving Automotive Cybersecurity Market
Understand why Information Technology (IT) cybersecurity does not directly translate to automotive cybersecurity
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