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July battery materials report: Monthly EV and raw material sales slipped, but are still soaring year-over-year

Global EV sales and deliveries of battery raw materials fell on a monthly basis in July, but are still showing strong growth compared to July 2021, according to the latest Monthly Battery Raw Materials Deployment report from Adamas Intelligence. In July 2022, global monthly sales of electrified passenger vehicles (EVs, PHEVs and hybrids) came to… Read more »

Monthly battery raw material report: EV sales are soaring, and so are material deliveries

Supply chain problems are real, and ongoing, but they don’t seem to be holding back the steady transition to electrified vehicles. Global EV sales are soaring, and so are raw material deliveries, according to the latest Monthly Battery Raw Materials Deployment report from Adamas Intelligence. In June 2022, global monthly sales of electrified passenger vehicles… Read more »

Will the Buy American provisions of the revamped EV tax credit do more harm than good?

Auto industry experts (and others) are beginning to assess the details of the redesigned federal EV tax credit program contained in the Inflation Reduction Act. There’s broad agreement that the changes will help to speed EV adoption, but there’s also concern that some provisions of the law could be counter-productive, at least in the short… Read more »

Panasonic to build EV battery plant in Kansas to supply Tesla

Panasonic plans to build a new battery plant in De Soto, Kansas, a suburb of Kansas City. The new facility will primarily supply batteries to Tesla, but will also have a research department focused on next-generation battery tech. The company has made no official announcement of the planned production capacity or investment amount. The Kansas… Read more »

2023 Subaru Solterra: The ‘Love’ brand finally gets an electric SUV

Subaru’s outdoorsy buyers can now travel to their adventures in a zero-emission SUV with the company’s usual all-wheel drive. The new 2023 Subaru Solterra crossover utility vehicle is the first all-electric vehicle from the small Japanese maker known for its rugged, affordable, all-wheel-drive vehicles; adventurous owners; and ads featuring Golden and Labrador Retrievers. For a… Read more »

Tesla expanding capacity in Shanghai to one million EVs per year—or is it two million?

Tesla has announced a new round of investment aimed at expanding production at Gigafactory Shanghai. Reuters reports that Tesla recently filed documents with the local city government to allow an expansion of its parts production in order to meet growing demand for exports. The automaker plans to add production workshops, increase the number of workers… Read more »

2021 global trends in EV battery production: 3 Asian firms dominated

Adamas Intelligence’s latest EV Battery Capacity and Battery Metals Tracker describes the key trends in the EV battery industry in 2021. A record amount of passenger EV battery capacity was deployed, three companies claimed 67% of the global market, and Tesla was a dominant influence. According to Adamas Intelligence, 286.2 GWh of passenger EV battery… Read more »

Panasonic to start producing 4680 battery cells for Tesla in 2023

Tesla’s new 4680 cell features a new chemistry that promises to boost efficiency and reduce costs. Now Panasonic says it is investing heavily in the development of the new cell, and plans to start mass production as early as 2023. The new cell is about twice the size of Tesla’s current 2170 cell, but has… Read more »

Northvolt to invest $750 million to expand Swedish battery lab

Battery manufacturer Northvolt plans to invest $750 million to expand its laboratory facility in Sweden in order to meet soaring demand for lithium-ion batteries. Northvolt says it plans to set up the “first R&D campus covering the entire battery ecosystem.” The order of the day in Europe is to quickly expand domestic battery capacity to… Read more »

Report: Tesla consumed more lithium than next four EV makers combined in 2020

In 2020, Tesla deployed 18,700 tons of lithium carbonate equivalent (LCE) in the batteries of its new EVs, more than the next four EV makers (BYD, VW, Renault and Audi) combined, according to the report EV Battery Capacity and Battery Metals Tracker by Adamas Intelligence. In total, 67% of Tesla’s 2020 lithium consumption was driven… Read more »