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Price rises were underpinned by higher-than-expected steel production, requiring additional graphite for the industrial process. Prices were also supported by fresh environmental…
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DOI: 10.1108/OXAN-DB266286
ISSN: 2633-304X
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Geographic
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China accounts for 70% of global output of rare earths, which are key for the production of electric vehicles (EVs) and certain weapons, including missiles.
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DOI: 10.1108/OXAN-DB283343
ISSN: 2633-304X
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Geographic
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Demand for battery components.
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DOI: 10.1108/OXAN-DB230500
ISSN: 2633-304X
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Geographic
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This dominance will help China to develop other energy transition technologies. Rival economies are seeking to improve their access to resources but face a huge challenge to…
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DOI: 10.1108/OXAN-DB267305
ISSN: 2633-304X
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Geographic
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Although low commodity prices deterred investment in recent years, this is changing as the market rallies. The creation of a regional electric vehicle (EV) supply chain straddling…
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DOI: 10.1108/OXAN-DB262041
ISSN: 2633-304X
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Having fallen since 2019, the price of benchmark ferroniobium has rebounded by more than 20% since the first quarter of 2021. Investors’ excitement is tempered by the fact that…
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DOI: 10.1108/OXAN-DB264287
ISSN: 2633-304X
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Geographic
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EU: Sodium-ion EV battery development will ramp up
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DOI: 10.1108/OXAN-ES283511
ISSN: 2633-304X
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Geographic
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Volkswagen (VW) announced last month that its first battery facility outside Europe would be built in Ontario. While Canada has strong potential in this sector, the scale of the…
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DOI: 10.1108/OXAN-DB278559
ISSN: 2633-304X
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Geographic
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This is pushing up prices, and accelerating changes in product lines, corporate structures and supply chains. Meanwhile, major vehicle and parts manufacturers are investing…
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DOI: 10.1108/OXAN-DB264758
ISSN: 2633-304X
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Geographic
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The battery is the most expensive and performance-critical element of an electric vehicle (EV). China's dominance in the sector therefore has strategic implications, because the…