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Billions of bucks for US battery plants announced in 2022

Electrifying transportation is going to require beaucoup batteries, and for a raft of reasons, those batteries need to be built near the vehicle markets they serve (not shipped halfway around the world, as is often the case today). The Biden Administration’s Inflation Reduction Act includes incentives for automakers to source their batteries here in the… Read more »

China is firmly ensconced in the lithium-ion battery supply chain

The development of local battery supply chains is a high priority in both North America and Europe, but as an infographic from Benchmark Mineral Intelligence demonstrates, removing China from the equation will be a difficult task, as the country currently dominates the processing of battery minerals. Most of the world’s lithium, nickel, cobalt, and manganese… Read more »

Adamas Intelligence says LFP cell deployment is up 237% in H1 2022

The latest biannual report on the global EV market from Adamas Intelligence highlights expanding EV sales, as well as the growing popularity of LFP battery chemistries, in the first half of 2022. In the first half of 2022, 6.23 million new passenger EVs were registered around the world—an increase of 42% compared to the same… Read more »

Enevate’s new cells enable a Lightning electric motorcycle to charge in minutes

Battery technology developer Enevate has partnered with Lightning Motorcycles to equip Lightning’s Strike Carbon motorcycle with Enevate’s EV-size fast-charging lithium-ion cells. As part of product validation, Lightning integrated a 24 kWh battery pack with Enevate technology into the Strike Carbon e-motorcycle. It delivered 400 amps at a charge rate nearing 5C, resulting in a charge… Read more »

POSCO Chemical to supply cathode active material to GM

POSCO Chemical, a global materials firm, has announced a binding supply agreement with GM for high-nickel cathode active material (CAM). POSCO will provide 13,770 billion Korean won (about $10 billion) worth of CAM from 2023 to 2025. POSCO plans to produce the CAM at its Gwayngyang facility in Korea. The GM and LG Energy Solution… Read more »

Cadillac’s ambitious move to an all-electric luxury brand by 2030

The car that once advertised itself as “The Standard of the World” will go all-electric. Can the US luxury brand reinvent itself for a modern era…and for China? Among cutting-edge automotive buyers—the glitterati of Los Angeles, the tech millionaires of Silicon Valley, the finance titans of Wall Street—only one Cadillac is widely recognized. It’s a… Read more »

The redesigned federal EV tax credit and other EV-related measures

Unpacking the Inflation Reduction Act The recent passage of the Inflation Reduction Act—a sweeping package of tax, health care and climate measures—was like the happy ending to one of those heartwarming “Save Christmas” stories. We may never know what Machiavellian machinations persuaded Senator Manchin to release Santa Claus, but the merry old elf is coming… Read more »

The EV raw materials crunch: How bad, how long, how to solve it?

This article originally appeared in Issue 60: April-June 2022 Subscribe now Every new technology must overcome a series of temporary constraints on its way to widespread adoption. Since modern EVs appeared a decade ago, they’ve motored past many of these bottlenecks, (or hurdles, or roadblocks—pick your preferred metaphor). Range has increased, access to charging infrastructure has expanded,… Read more »

Ford reaches agreement with Liontown Resources on lithium-providing spodumene concentrate

Ford has executed an offtake agreement with Australia-based battery materials company Liontown Resources for the supply of the lithium-providing spodumene concentrate for a term of 5 years. “Ford continues working to source more deeply into the battery supply chain to meet our goals of delivering more than 2 million EVs annually for our customers by… Read more »