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The Geopolitical Impact of China’s Critical Mineral Control

In recent years, China's growing control over critical minerals has become a topic among nations worldwide. This dominance in the supply chain of essential minerals such as rare earth elements (REEs) and lithium has given China significant geopolitical leverage and potential influence over vital industries, including technology, defense, and renewable energy. Read More

Europe’s EV Boom: Powering the Battery Revolution

As the world embraces the sustainable vision of electromobility, the International Energy Agency's (IEA) Global EV Outlook 2023 report reveals electrification's upward trajectory. In 2022, more than 10 million electric vehicles (EVs) were sold globally, accounting for a remarkable 14% of the total car market. This trend has persisted in 2023, with the first quarter witnessing the sale of over 2.3 million EVs, representing an impressive year-over-year increase of 25%. Read More

Cobalt Production Landscape Shift: Indonesia’s Impact Grows

Cobalt production, a crucial component of rechargeable lithium-ion batteries used in electric vehicles (EVs), is witnessing a significant shift in the global landscape. For years, the Democratic Republic of Congo (DRC) has held the title of the world's largest cobalt producer, contributing 73% of the global output in 2022. However, recent projections by the Cobalt Institute indicate that the DRC's dominance is set to decrease to 57% by 2030, as Indonesia rapidly expands its cobalt production as a byproduct from its burgeoning nickel industry. Read More

Battery Boom: Global EV Demand Hits New Heights

Global battery demand has experienced a remarkable surge, maintaining its upward trajectory throughout 2022 and paving the way for even more remarkable growth by 2030, according to the Global EV oulook 2023 by the IEA. Read More

Competitiveness of Europe’s EV Charging Industry: CRA view

The electrification of transport is at the forefront of global decarbonisation efforts, accounting for around $120 billion of investment in the EMEA region in 2022.¹ EVs are central to this trend, totalling more than $350 billion of consumer spending last year.² As EV adoption grows, investors increasingly focus on eMobility opportunities in an effort to reach the €600 billion p.a. investment that Europe needs to meet its climate pledges.³  As a consequence, there is growing interest from stakeholders within the sector, and within related industries to understand the fast-evolving and complex electric transportation sector. The report brings clarity to this fast-evolving sector, supporting a diverse range of stakeholders in navigating three main areas: the appropriateness of current EV public charging infrastructure rollout levels, the main business models in the EV charging industry and the state of competition.   Read More

Truck electrification – Profit booster or white elephant?

The trucking industry is experiencing a significant transition as it embraces electric drivetrains, offering both opportunities and challenges for manufacturers and operators in the realm of charging infrastructure. As Europe aims to address climate change and reduce CO2 emissions from road traffic, making transportation more sustainable is crucial. While passenger car electrification is already well underway, the electrification of trucks has been relatively slower due to various factors such as limited distance ranges and reduced payload capacity of battery electric trucks compared to their hydrogen fuel cell counterparts. Read More

The Booming Battery Materials Recycling Market

The battery materials recycling market is experiencing robust growth, driven by the soaring demand for lithium-ion (Li-ion) technologies in electric vehicles (EVs). According to a recent report, the market size exceeded USD 28 billion in 2022 and is projected to register an impressive CAGR of over 8.5% from 2023 to 2032. Read More

Tesla’s Charging Network Boosts US EV Market Outlook

Tesla's recent collaboration with major automakers like Ford, General Motors, Rivian, and Volvo Car to share its fast-charging network is set to revolutionise the US electric vehicle (EV) market. This move addresses a crucial concern for EV owners - access to charging infrastructure - and holds the potential to drive greater adoption of EVs. Read More

Bridging the Global EV Supply Chain Divide

The global electric vehicle (EV) industry is experiencing rapid growth, driving up the demand for lithium-ion batteries. To meet this demand, a recent analysis by Benchmark reveals that the battery industry must invest a staggering $514 billion by 2030, reaching $920 billion by 2035. Read More

ICCT Report: Varying Success in Vehicle Electrification

The ‘Annual update on the global transition to electric vehicles: 2022’ by the ICCT sheds light on the progress made by various countries and regions towards their vehicle electrification targets. The findings reveal a mixed bag of results, with some nations exceeding expectations while others fall short of their goals. Read More