Are There Enough Materials To Manufacture All The Electric Vehicles Needed?

Credit to Author: Guest Contributor| Date: Sun, 20 Nov 2022 04:50:55 +0000

The short answer is yes. But this is a complicated question, so let’s dig in further. The transition to electric vehicles (EVs) is necessary to decrease climate-changing emissions. As deployment increases, so will the demand for EV battery materials such as lithium, cobalt, and nickel. These materials are primarily supplied through two sources: 1) newly mined […]

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Recent Battery Deals Could Indicate Manufacturers Are Up To The Task Congress Gave Them

Credit to Author: Jennifer Sensiba| Date: Sun, 16 Oct 2022 18:34:53 +0000

A large reason people were hesitant about the most current version of US electric vehicle subsidies was that it wouldn’t provide funding to vehicle makers who rely on China for minerals used in batteries. Some argued that if we only used battery materials from friendly countries, it would either lead to a slower EV adoption […]

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The Really Big Battery Deal In The IRA That People Are Missing

Credit to Author: Zachary Shahan| Date: Sat, 24 Sep 2022 01:08:54 +0000

When it comes to electric vehicles and the Inflation Reduction Act of 2022, almost all of the discussion has been around the consumer tax credit for buying an electric vehicle, including the interesting new battery aspects of that. That’s a big topic, but there’s a whole other battery angle separate from the consumer tax credit, […]

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The World’s Fastest Interior Permanent Magnet Synchronous Motor

Credit to Author: David Waterworth| Date: Wed, 14 Sep 2022 14:55:13 +0000

The shape of the longest railroad bridge in South Korea has inspired University of New South Wales engineers to design a new high-speed motor. The prototype interior permanent magnet synchronous motor (IPMSM) has achieved speeds of 100,000 RPM, making it the world’s fastest interior permanent magnet synchronous motor. IPMSM motors are used in the traction […]

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Lithium Spot Prices Up ~900% Since January 2020

Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000

In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]

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Lithium Prices Up ~900% Since January 2020

Credit to Author: Zachary Shahan| Date: Sun, 04 Sep 2022 18:57:46 +0000

In July 2020, I interviewed the EV battery mineral experts at RK Equity for the first time. The core story was clear: there was growing demand for electric vehicles, but not enough investment in EV battery mineral mining, and lithium mining in particular. The result was as predictable as could be for an Econ 101 […]

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Biden-Harris Admin Launches $675 Million Bipartisan Infrastructure Law Program to Expand Domestic Critical Materials Supply Chains

Credit to Author: U.S. Department of Energy| Date: Thu, 01 Sep 2022 03:50:31 +0000

DOE Seeks Public Input on Critical Materials Research Program to Strengthen Clean Energy Technology Manufacturing in America

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VW Group and Canadian Government Team Up To Secure Battery Minerals

Credit to Author: Jennifer Sensiba| Date: Tue, 30 Aug 2022 11:10:57 +0000

Rare earth minerals and other battery materials are shaping up to be very important on the geopolitical stage. As this piece at Quartz points out, China’s grip on the minerals that drive not only clean technologies, but other important things like medical imaging, came to a head for Japan in 2010. China was able to […]

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The Hardest (& Best) Thing About The US Clean Vehicle Tax Credit

Credit to Author: Zachary Shahan| Date: Tue, 09 Aug 2022 20:59:01 +0000

There’s been a lot of discussion about the new Clean Vehicle Credit in the Inflation Reduction Act of 2022 that is making its way toward Joe Biden’s desk (having left the Senate, it’s now just got to get through the House of Representatives). However, for all of the simple — and mostly good — changes […]

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What Does America’s EV Supply Chain Look Like? We Mapped It!

Credit to Author: Guest Contributor| Date: Sun, 31 Jul 2022 20:10:59 +0000

It is imperative that the United States adopt policies that will improve both the sustainability and security of the materials supply needed to enable a clean energy transition.  The policies the Biden administration has advanced through executive action and Congress is currently considering through this climate deal will help meet this goal.

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