Following issues in December around the environmental impact of Chinese lepidolite production, there have been additional disruptions in February after Beijing sent environmental officials to …
Continue reading “More issues with lepidolite supply in China”
As we move into March, all eyes are focused on the EU and the release of its critical raw materials strategy. The EU has been …
Continue reading “Did the US model its EV supply chain strategy on China’s?”
CATL has reportedly entered into strategic agreements with some customers, guaranteeing to supply them with cells at a fixed price for lithium carbonate of US$29.1/kg. …
The magnitude of the fall in Chinese cell production in December and January was substantial. It’s not difficult to miss the fall from output of …
Continue reading “Cell production falls off a cliff in Dec-Jan”
