Rho Motion

We have tracked over 250 facilities that produce BEVs worldwide! 🚘Our latest Rho Motion EV Production Q3 report reveals that there are now over 250 facilities globally dedicated to producing BEVs, with a total capacity exceeding 20 million units in 2024, the majority coming from China.    🛠️Mixed-use facilities are still the norm. Many BEV production sites continue to share space with facilities that produce PHEVs, HEVs, or ICE vehicles. But we’re seeing a strong shift toward more dedicated BEV-only facilities in the pipeline. For further insights on BEV capacity by country & OEM, click here to request a demo of our outlook: https://bit.ly/48r0RBM #BEV #EVProduction #ElectricVehicles #RhoMotion

“A New Focus: The Emerging Role of Leasing in China’s BESS Market” Sitong(Starry) G. Read the article in full by requesting our H2 magazine here: https://bit.ly/4aosYBD #EnergyTransition #BESSMarket #SustainableEnergy #ChinaEnergy #EVMagazine 

EU moves to restrict export of end-of-life batteries and black mass | Full article now available   In case you missed it, earlier this week we covered the European Commission’s recent move to classify end-of-life (EoL) batteries and black mass as hazardous waste, potentially leading to stricter export controls. For a more comprehensive look, we’ve published a detailed article examining the impacts of this amendment on European and global recycling markets, the ongoing challenge of reducing Europe’s dependence on China for critical battery materials and technology, and how this amendment aligns with broader European battery legislation under the CRMA.   The full article is available to Member on our Membership platform. If you are not a Member, you can request the article by clicking the link below: bit.ly/4faa5Eu   #EUBatteryRegulations #BatteryRecycling #CriticalRawMaterials #BlackMass #RhoMotion #WasteManagement

📢 Consolidation in the EV Charging Market Has Begun 📢 In the past year, several notable charging companies across Europe and North America have faced administration or ceased operations, unable to maintain sustainable business models. This trend signals that consolidation within the charging market is underway. ⚡️ Tritium filed for insolvency in April 2024 and was subsequently acquired by Exicom. ⚡️ EnerCharge declared insolvency in July, later purchased by KEBA. ⚡️ EVBox announced the closure of its European operations in October, leaving many chargers without support, creating opportunities for other players. ⚡️ Enel X Way recently exited North America, with Blink expressing intent to take over their customers. The team at Rho Motion has analysed the challenges facing Charge Point Operators and manufacturers, providing context to these recent developments in the broader market landscape. 👉 Read the full analysis here: https://lnkd.in/euxNH-km 👉 For more updates, visit: https://lnkd.in/eKp6ZCix #EVCharging #EVMobility #SustainableTransport #ElectricVehicles #ChargingInfrastructure #MarketAnalysis #EnergyTransition #CPO #RhoMotion

“Will noise be a stumbling block to BESS development?” Yu (Frank) Du Read the article in full by requesting our H2 magazine here: https://bit.ly/4aosYBD   #BESS #EnergyStorage #WorldHealthOrganization #BESSMagazine #RhoMotion

🚨 The EU is moving to restrict black mass and end-of-life battery exports 🚨 The EU Commission is planning to amend its waste legislation regarding end-of-life batteries and black mass. This could tighten the EU’s control and restrict exports of these commodities. Rho Motion has reviewed the changes and their potential impact on the industry. 📄 Our briefing is now available to members or by request. Key topics covered: 🔋 The impact of classifying end-of-life batteries and black mass as hazardous waste on European and global recycling markets. 🌍 The ongoing challenge of reducing dependence on China for critical battery materials and technology. 📜 How this move connects to wider European battery legislation. Request the full text here: https://bit.ly/4hbVWZl #EUBatteryLegislation #RecyclingMarkets #BlackMass #BatteryMaterials #Sustainability #CircularEconomy #RhoMotion #WasteManagement #BatteryRecycling #RhoMotion

“Li-ion Batteries: The Evolution Continues” Varnika Agarwal Read the article in full by requesting our H2 magazine here: https://bit.ly/4aosYBD #EV #EVbattery #EVBatteryMarket #EVMagazine #RhoMotion

“Awakening Markets: how project tenders are powering up nascent BESS regions” Pete Tillotson Read the article in full by requesting our H2 magazine here: https://bit.ly/4aosYBD #BESS #EnergyStorage #ProjectTender #BESSMagazine #RhoMotion

🚗 September was a record month for EV sales worldwide, with 1.7 million units sold, surpassing the previous record by 150,000 vehicles! Read more here: https://lnkd.in/eNr6qAhr 💼 Meanwhile, as the French government deals with budget cuts, it plans to reduce its EV subsidy budget by a third and introduce stricter CO2 penalties for vehicles: https://lnkd.in/ezbGa-JY 🤖 After much anticipation, Tesla unveiled its robotaxi, Cybercab, to mixed reviews: https://lnkd.in/e5e26Un4 🔧 And in the political arena, presidential nominee Trump outlined his plans to revive the US auto industry: https://lnkd.in/e5radbbP #EVSales #ElectricVehicles #CleanMobility #FranceEnergy #CO2Reduction #TexasEnergy #EnergyStorage #GridStability #Tesla #Robotaxi #AutoIndustry #USAuto #GreenTransport #SustainableEnergy #RhoMotion

Seminar Series: London 2024 | 27th November We will be hosting our annual London Seminar Series at The Royal Society on 27th November. This event will bring together leading figures and prominent market investors from the EV & battery space, to discuss the key challenges and opportunities facing the industry. We will be releasing the event agenda in the coming weeks, but to register your interest in attending, click here: https://bit.ly/4dLBQSQ #SeminarSeries #EVConference #EVBattery #EnergyTransition #RhoMotion