Jordan Roberts’ Post

It is astounding how long it took western OEMs & their battery partners to realize ubiquitous EV adoption will only happen with less expensive, safer cathode. I maintained several years ago that carbonate would be the lithium chemical most in demand through 2030. The logic was that LFP would be the best option for low & mid priced EVs. Albemarle Corporation was probably the leader in calling the future trend incorrectly. Just look at their corporate decks from a few years ago. Elon using LFP for Model 3s should have been enough of a signal. In any case, the future of brine assets has never looked better. Hydroxide is still needed but in a much more limited way than most western OEMs thought. Lithium chemical and cathode capacity plans will be modified to respond to economic reality soon.

“We’ve purchased our first manufacturing facility in Europe in Barcelona, and we should be starting production later this year. We’re looking for other plants in Europe and the UK, providing local jobs. But, we’re avoiding some of the new European tariffs which we’re all seeing more and more of.” peter matkin, Executive Director – Program Management, Vehicle Concepts, CHERY, joined the EV SUMMIT all the way from China and offered an insightful keynote presentation on the latest developments in battery technology from China and how CHERY plan to carefully move this technology over to Europe, particularly in the wake of tariff uncertainties. #EVSUMMIT2024 | #ElectricVehicles | #SustainableMobility | #EV

Germany is one of the world's most important sales markets for passenger cars. When it comes to electromobility, however, the country is currently not quite making headway and is far from achieving its target of 15 million electric vehicles by 2030. This is the result of a study by the Agora Verkehrswende think tank and the Boston Consulting Group. The authors of the study advocate the involvement of Chinese manufacturers in order to accelerate the ramp-up of zero-emission mobility. This could be done by attracting companies to Europe, which would create more added value than imports. Cooperation would also make it possible to catch up on technological development gaps. To the study (currently only available in German): https://lnkd.in/eFqfbhEs #mobility #rawmaterials #electricvehicles #criticalminerals

Sweden paves the way for e-vehicles to charge as they drive! 🚙🔋⚡ Sweden is pioneering the future of electric transport with the construction of the world's first permanent e-motorway. This innovative project will allow electric vehicles (EVs) to charge as they drive, eliminating the need for lengthy stops at charging stations and allowing for longer journeys with smaller batteries. The 'dynamic charging' technology will power EVs on the move, allowing them to carry smaller batteries and travel further. The inaugural e-motorway will be a 13-mile stretch of the E20 between Hallsberg and Örebro, targeting heavy-duty trucks largely responsible for road emissions. #PioneerThePossible https://lnkd.in/dW9ci-ST

The EVIEs are Now Open! We are excited to announce that submissions for the Electric Vehicle Innovation and Excellence Awards (EVIEs) are officially open! This is your chance to nominate yourselves (or your company) as a key player in the rapidly growing EV industry. We have 26 categories to recognize a wide range of achievements, from cutting-edge technology to innovative business models. ⚡️ The shift to electric vehicles is one of the most significant changes happening right now, impacting how we live, work, and travel. The EVIEs celebrate the advancements, collaborations, and progressive ideas that are making our roads cleaner, safer, and smarter. Do you or your company have what it takes to be recognized as a leader in the EV sector? If so, submit your nomination today! Don't miss out on being part of one of the most anticipated awards events in the industry. Ready to enter? Find out more and submit your nomination here >https://lnkd.in/dGX-6z5 #EV #ElectricVehicles #Sustainability #Innovation #Awards

Excited to be speaking at the 14th International Advanced Automotive Battery Conference in May! View the agenda and register now: https://lnkd.in/eJexJdGG #AABCEurope. I will be presenting "The paradigm of solvent selection in Metal extraction" where I will compare several diluents and provide an overview of the properties to take into account in its selection. Diluents are usually the last parameter to be optimized, but the right one will lead to the right tradeoff between extraction efficiency, process robustness, and for sure safety, environmental concerns, and cost.

From China's massive investments to Germany's automotive innovations, discover how countries are revving up their EV game. 🚗 But it's more than just a race - it's a united leap towards a greener, cleaner future. Learn more about the global surge in the #electricvehicle market in our latest blog: https://hubs.ly/Q02k_Q310 #EVMovement #SustainableTransport #CleanEnergyInnovation

🚗🔋Market Share of Electric Passenger Cars by Country in the EU: New Registrations! In 2023, Sweden leads the EU with a remarkable 38.6%! 🇸🇪 Denmark (36.1%) and Finland (33.8%) follow closely. The EU average is 14.6%, highlighting diverse adoption rates across the region. 🌍⚡ #ElectricVehicles #EU #Sustainability More: https://lnkd.in/dyjPtSN6

Europe is divided when it comes to electromobility. ➡ In the first half of 2024, new BEV registrations will continue to rise significantly in France and the UK and many other European countries. ➡Germany is still the largest BEV market, but with a significant decline in new registrations. Other countries such as Sweden and Finland are also experiencing a significant decline. ➡Primarily due to the market weakness in Germany, the overall electric market in the EU (including EFTA, UK) is only growing by 1.6% to 954,094 BEVs in the first half of 2024. More info and scenarios: Electromobility Report ($):https://lnkd.in/e9ENmkFz #carindustryanalysis #Electromobility #ElectricVehicles #Germany #France #UK #automotive

Very interesting to see visualized, what most in the industry are experiencing right now.