Weekly Digest -June
29 June 2024
The BEPA Team has carefully selected some of this months news items to keep our community in the loop of the latest news from the battery ecosystem.
Friday June 7th
Reports and intelligence
- World of Lithium Maphttps://source.benchmarkminerals.com/downloads/special-issues/1319193
- World Energy Investment 2024https://www.iea.org/reports/world-energy-investment-2024
- Europe far behind North America in securing EV investmentsEurope far behind North America in securing… | Transport & Environment (transportenvironment.org)
GIGA facts
- Stellantis-backed battery maker ACC pauses plans for German, Italian plantshttps://www.reuters.com/business/autos-transportation/ev-battery-maker-acc-halts-german-factory-delays-italy-plant-2024-06-04/
- Verkor secures over €1.3 billion eurosVerkor secures over €1.3 bn in green financing for its battery gigafactory – (etn.news)
- CATL and Neta Agree on Ten-Year Partnershiphttps://battery-news.de/en/2024/06/03/catl-and-neta-agree-on-ten-year-partnership/
Members news
- Volvo to issue world’s first EV battery passport ahead of EU rulesVolvo to issue world’s first EV battery passport ahead of EU rules | Reuters
- Stora Enso and Altris collaborate to develop and commercialise sodium-ion battery
Stora Enso and Altris collaborate to develop and commercialise world’s most sustainable battery
Podcasts
- In the loop: Recycling batteriesIn the loop: Recycling batteries (castos.com)
- Battery Recycling Is Here – But Where Are The Batteries?Battery Recycling Is Here – But Where Are The Batteries? – Ep165: Hans Eric Melin (cleaningup.live)
June 14th
Reports & Intelligence
- Research and innovation for climate neutrality by 2050: Challenges, opportunities and the path forward by the European Commission https://lnkd.in/dmYFQAbd
- Bloomberg NEF Electric Vehicle Outlook 2024 https://lnkd.in/dekgEPji
- The Cleantech Revolution by RMI https://lnkd.in/gf4tVaPf
EU Policy Updates
- Commission investigation provisionally concludes that electric vehicle value chains in China benefit from unfair subsidies https://lnkd.in/e4Bqmb6w
Raw Materials
- Rare Earths Norway AS: Europe’s largest deposit of rare earth elements discovered at Fen, Norway https://lnkd.in/drxirZsT
- Metals expert warns of shortage of high-grade nickel near 2030 https://lnkd.in/d7nFaH4q
- Benchmark Minerals Intelligence: How the graphite supply chain is responding to shifting global policy https://lnkd.in/dhx5-cR5
Members new
- Volvo Cars shifting EV production to Belgium to avoid China tariff https://lnkd.in/dm4DeKVJ
Video
- Stanford Energy’s Research Showcase: New Devices and Their Pathway to TWhr Scale Deployment by William Chueh https://lnkd.in/dfzPF4a7
BEPA News
- BEPA General Assembly and Battery Star Awards Ceremony https://lnkd.in/gK-xPVwn
June 21st
Policy & Strategy
- Addressing the Trilemma of the EU’s Industrial Policies https://lnkd.in/dKsVp97Q
- Delhi’s EV strategy https://lnkd.in/dZ_iACpq
- China’s position in the global race for alternative EV batteries https://lnkd.in/deGXpmxp
- How Europe Can Win the Race for Battery Cell Production https://lnkd.in/eDNUVQ7f
Technology Development
- Global Battery Alliance launches second wave of Battery Passport pilots https://lnkd.in/eEN_Cj-F
- TDK successfully developed a material for solid-state batteries with 100-times higher energy density https://lnkd.in/dF8UdadK
- SK On reports progress in solid-state batteries https://lnkd.in/dAfNUtZK
From the community
- BATTERY 2030+ annual conference press release
Partnerships
- Investment Agreement (IA) with Gotion InoBat Batteries (GIB), a joint-venture between Gotion InoBat Batteries and Inobat https://lnkd.in/dNpGyB5x
- Stellantis partners with China’s CATL, Leapmotor on Europe EVs
Video
- BMW Group Cell Technology & Strategy” – Interview with Franz Geyer (for our German speakers) https://lnkd.in/gYNn9XEC
- Is the lithium crown slipping? https://lnkd.in/dS43Xgt8
June 28th
Circular Strategy
- The Global Battery Alliance’s call to action: Policymakers to bridge the cooperation gap in critical battery minerals with harmonised data and transparency https://lnkd.in/eAm49d3S
- A structured approach for the compliance analysis of battery systems with regard to the new EU Battery Regulation https://lnkd.in/dEBBUiA2
- Towards circular battery supply chains: Strategies to reduce material demand and the impact on mining and recycling https://lnkd.in/dVQVjfhK
- A radical approach to cost reduction at climate tech companies https://lnkd.in/dCjibmQb
Policy Updates
- Mario Draghi: An Industrial Strategy For Europe – https://lnkd.in/eJf4tFG7
- China to regulate lithium-ion battery industry amid fast expansion – https://lnkd.in/db2i93_x
- 2024 Battery Atlas by RWTH Aachen University, Heiner Heimes
https://lnkd.in/dBThZHSN - BASF decides against investment in nickel-cobalt refining complex in Indonesia – https://lnkd.in/eYTNyaXZ
- Northvolt’s €2bn deal with BMW cancelled – https://lnkd.in/dQZMQ6Dz
Media
- Take a look at Joint Research Centre’s Battery Testing Laboratory in Petten, NL – https://lnkd.in/d45BCGb4
- Lithium-ion battery value chain in Europe, https://lnkd.in/dtEFGWbq