In Japan, JERA concluded memorandums of understanding (MoUs) with Nippon Yusen Kabushiki Kaisha (NYK) and Mitsui O.S.K. Lines (MOL) related to cooperation in transporting fuel ammonia for the Hekinan Thermal Power Plant, expected to begin commercial operation in the late 2020s. JERA is a 50-50 joint venture between TEPCO Fuel... Read more →


China continues to dominate BloombergNEF’s (BNEF) global lithium-ion battery supply chain ranking, for the third time in a row, for both 2022 and its projection for 2027, due to continued support for the electric vehicle demand and raw materials investments. China currently hosts 75% of all battery cell manufacturing capacity... Read more →


The global net zero transition can represent a $3.5-trillion investment opportunity for Indonesia, according to a new report published at the BNEF Summit Bali by research company BloombergNEF (BNEF) entitled Net-Zero Transition: Opportunities for Indonesia. Based on BNEF’s New Energy Outlook, its annual long-term scenario analysis on the future of... Read more →


Qorvo and SK Siltron CSS enter long-term silicon carbide (SiC) supply agreement

Qorvo, a global provider of connectivity and power solutions, and SK Siltron CSS, a semiconductor wafer manufacturer, finalized a multi-year supply agreement for silicon carbide (SiC) bare and epitaxial wafers. This agreement will promote US semiconductor supply chain resilience and a greater ability to support the rapidly rising demand for... Read more →


ARPA-E awarding $39M to 16 projects to grow the domestic critical minerals supply chain

The US Department of Energy’s (DOE’s) Advanced Research Projects Agency-Energy (ARPA‑E) will award $39 million in funding to 16 projects across 12 states to develop market-ready technologies that will increase domestic supplies of critical elements required for the clean energy transition. The selected projects, led by universities, national laboratories, and... Read more →


FREYR Battery and ITOCHU partner to develop materials supply chain

FREYR Battery announced a new service agreement with ITOCHU Corporation, the Japan-based global trading and import/export company. As part of this agreement, ITOCHU will serve as a direct materials supplier for FREYR’s procurement and supply chain operations. As the world moves towards decarbonization, we see FREYR as an integral part... Read more →


Everledger launches battery passport pilot with Ford

Digital transparency company Everledger launched a battery passport pilot with leading automotive manufacturer Ford Motor Company to ensure responsible recycling of EV batteries. The pilot leverages Everledger’s technology platform to track electric vehicle (EV) batteries throughout their lifecycle to ensure responsible management during use and recycling at the end of... Read more →


The US Department of Energy (DOE) is awarding a combined $2.8 billion to 21 projects to expand domestic manufacturing of batteries for electric vehicles (EVs) and the electrical grid and for materials and components currently imported from other countries. (Earlier post.) Of that, $75,000,000 will go to one project in... Read more →


The US Department of Energy (DOE) is awarding a combined $2.8 billion to 21 projects to expand domestic manufacturing of batteries for electric vehicles (EVs) and the electrical grid and for materials and components currently imported from other countries. (Earlier post.) Of that, $1.6 billion will go to 11 projects... Read more →


The US Department of Energy (DOE) will award a combined $2.8 billion to 20 companies for 21 projects—the first set of projects funded by the Infrastructure Investment and Jobs Act (IIJA) to expand domestic manufacturing of batteries for electric vehicles (EVs) and the electrical grid and for materials and components... Read more →


China dominates the global Li-ion battery supply chain to the extent that removing the country in favor of European or North American alternatives will be difficult, according to analysis by Benchmark Minerals Intelligence. With the exception of mining, China controls at least half of the supply from every step needed... Read more →


Vitesco Technologies, a leading international supplier of advanced drive technologies and solutions for e-mobility has joined the Catena-X Automotive Network. Catena-X, founded in 2021, is the first comprehensive, collaborative and open data ecosystem along the entire automotive value chain. In June, Catena-X reported that it had grown to 104 members.... Read more →


BNSF Railway plans to invest more than $1.5 billion to construct a master-planned rail facility in Southern California—the first being developed by a Class 1 railroad. The Barstow International Gateway will be an approximately 4,500-acre new integrated rail facility on the west side of Barstow, consisting of a rail yard,... Read more →


Rio Tinto starts demonstration plant in Québec for new spodumene concentration process

Rio Tinto has started producing spodumene concentrate, a mineral used in the production of lithium for batteries, at a demonstration plant in its Rio Tinto Iron and Titanium (RTIT) Québec Operations in its metallurgical complex in Sorel-Tracy, Canada. The plant will demonstrate at industrial scale a new spodumene concentration process... Read more →


South Korea-based SK On (SKO), a global EV battery manufacturer, signed a Memorandum of Understanding (MOU) with Australia’s Global Lithium Resources to explore future business opportunities together in regard to stable supply of lithium. SK On ranked ninth in terms of global EV battery market share in 2019, but has... Read more →


LG Energy Solution partners with 3 Canadian suppliers to augment cobalt, lithium supply chain in N America

LG Energy Solution (LGES) signed separate partnership agreements with three major critical mineral suppliers in Canada. The latest arrangements to secure lithium and cobalt from Snow Lake Resources Ltd., Electra Battery Materials Corporation and Avalon Advanced Materials Inc. are in line with LG Energy Solution’s strategic vision to reinforce its... Read more →


Amogy and Trafigura to research ammonia cracking technology as a facilitator to global hydrogen supply chains

Amogy, a developer of energy-dense ammonia power solutions (earlier post), and Trafigura, one of the largest physical commodity trading groups in the world, are partnering to study the use of ammonia as a carrier to transport clean hydrogen from point of production to point of consumption. The findings of this... Read more →


Polestar is welcoming twelve new partners to the Polestar 0 project to develop a climate-neutral car. (Earlier post.) Each partner will focus on certain materials, components and processes involved in the production of cars. New partners, listed below, cover areas such as plastics, composites, chemicals and metals. The transport sector... Read more →


Alder Fuels and Enviva partner to scale and commercialize sustainable aviation fuel supply chains

Enviva, the leading producer of sustainably sourced woody biomass, and Alder Fuels, a clean tech developer and greencrude producer, signed a contract for the long-term, large-scale supply of woody biomass from Enviva, which sources low-value fiber, such as forest byproducts such as tree tops, limbs, and commercial thinnings, to commercialize... Read more →


Honda and Hanwa establish strategic partnership for stable procurement of essential metals for EV batteries

Honda Motor has established a strategic partnership with Hanwa, a major Japan-based trading company, toward stable procurement of essential metals for batteries necessary for its electrified vehicles. Honda is striving to make battery-electric vehicles (EVs) and fuel cell electric vehicles (FCVs) represent 100% of its global vehicle sales by 2040.... Read more →


JFE Steel Corporation, Itochu Corporation and Emirates Steel Arkan, the largest steel company in the United Arab Emirates (UAE), will conduct joint detailed feasibility studies on the establishment of a supply chain of ferrous raw material for green ironmaking with low-carbon emission at the project site in Abu Dhabi. Emirates... Read more →


Volkswagen Group and Canada aim to advance sustainable battery supply chain in North America

Volkswagen Group (Volkswagen AG) and the Government of Canada signed a Memorandum of Understanding (MoU) to promote e-mobility in the country and to explore opportunities across Canada’s automotive and battery supply chain. Both parties will investigate opportunities for Canada to contribute to Volkswagen’s global and regional battery supply chains. PowerCo,... Read more →


Mercedes-Benz signs MoU with Government of Canada to strengthen cooperation across EV value chain; natural resources development; Rock Tech Lithium

Mercedes-Benz Group AG and the Government of Canada signed a Memorandum of Understanding (MoU) to promote cooperation and to explore ways to advance opportunities across Canada’s electric vehicle supply chain, including, but not limited to, securing sustainable sources of raw materials. As part of Mercedes-Benz’s Ambition2039, the focus is on... Read more →


CATL signs strategic cooperation framework agreement with Chengdu City; battery swap operation

Contemporary Amperex Technology Co., Limited (CATL) recently signed a strategic cooperation framework agreement with the Chengdu Municipal Government. The two parties will carry out all-round cooperation in the fields of battery swap operation, research and development, comprehensive utilization of resources, manufacturing of key battery materials, new energy and energy storage.... Read more →


DOE issues RFI on $675M critical materials supply chain program

The US Department of Energy (DOE) issued a Request for Information (RFI) (DE-FOA-0002794) on the development and implementation of a $675-million Critical Materials Research, Development, Demonstration, and Commercialization Program. The program will address vulnerabilities in the domestic critical materials supply chain. Critical materials, which include rare-earth elements, lithium, nickel, and... Read more →


The Kaohsiung City (Taiwan) government has teamed up with Taiwan-based Hon Hai Technology Group (Foxconn) to work on projects such as smart electric buses and smart city development, with the aim of becoming an arena that offers a comprehensive business and service model to attract global manufacturers to invest in... Read more →


Neste to acquire Walco Foods to strengthen its renewable raw material sourcing

Neste, the world’s leading producer of renewable diesel and sustainable aviation fuel produced from waste and residue raw materials, has agreed to acquire 100% of Walco Foods, an Irish trader of animal fats. The transaction is subject to the fulfillment of customary closing conditions and regulatory approval. This is another... Read more →


GM signs major Li-ion supply chain agreements: CAM with LG Chem and lithium hydroxide with Livent

General Motors announced two major Li-ion battery supply chain agreements, one with LG Chem for cathode active material (CAM), and one with Livent for the supply of battery-grade lithium hydroxide. GM now has contractual commitments secured with strategic partners for all battery raw material to support our goal of 1... Read more →


Gevo, Google Cloud to measure and verify the carbon intensity of biofuels across supply chain

Gevo has entered into a partner agreement with Google Cloud to measure and verify the efficacy of next-generation biofuels across the supply chain via full lifecycle sustainability data tracking. Utilizing technology developed by Verity Tracking , a division of Gevo, the collaboration is expected to enable users to track and... Read more →


Components for the production of batteries at Audi’s Brussels plant will no longer be delivered by truck from Hungary, but by rail with DB Cargo. The move will significantly reduce Audi’s carbon emissions and also save money. The switch in means of delivery between Hungary and Brussels, which was started... Read more →