Electric vehicle battery chemistry affects supply chain

We examine the relationship between electric vehicle battery chemistry and supply chain disruption vulnerability for four critical minerals: lithium, cobalt, nickel, and manganese. We compare the ...

Nickel Outlook: What Does the Future Hold?

Based on a Reuters analyst poll, looking forward, the market is expected to be flooded with new nickel supply, leading to an estimated surplus of 240.5Kt in 2024 and an additional surplus of 204Kt in 2025. …

Vale and GM Sign Long-Term Nickel Supply Agreement in …

TORONTO and DETROIT – Vale Canada Limited, a subsidiary of Vale, and General Motors Co. (NYSE: GM), announced today they have signed a term sheet for the long-term supply of battery grade nickel sulfate from Vale's proposed plant at Bécancour, Québec, Canada.This agreement secures for GM a supply of nickel sulfate from a U.S. …

Philippines courts investors for 'China-free' nickel supply chain

The Philippines is scouting for western investment to further develop its nickel reserves, pitching itself as an alternative to the China-dominated supply chain for the critical battery metal.

Electric vehicles and the nickel supply conundrum: …

One such development has been the conversion of NPI into matte, a suitable feedstock to produce nickel sulfate—but this solution has raised a number of …

Indonesia's Nickel Supremacy: China's Backing and …

It started with Indonesia banning nickel exports that year, which immediately withdrew a large proportion of nickel from the global supply chain. Unsurprisingly, this export ban was met with international criticism, with the EU complaining to the World Trade Organization (WTO) about this policy, considering it an anti-competitive trade ...

Sustainable Procurement Framework for Nickel

nickel in its supply chain – and subsequently that of its customers – and harm on people, society or the environment. This means that Umicore will not only seek for optimization of price, quality and availability but also will consider the social and environmental impact of the practices upstream in the supply chain of its nickel products.

Nickel Product Suite | Wood Mackenzie

Understand the nuances of the nickel sulphate industry and anticipate developments with insight into the entire nickel sulphate supply chain and the operating costs associated with the production. Plant-by-plant benchmarking analysis comparing production volumes, composition, and operating cost breakdowns for multiple producers or projects. ...

Nickel demand boomed in 2021; this year it will be supply

The result was a supply shortfall of 168,000 tonnes, the largest production deficit in at least a decade, according to the International Nickel Study Group's latest statistical snapshot on the market.

Global supply chain analysis of nickel: importance and …

Global supply chain analysis of nickel: importance and possibility of controlling the resource logistics - Volume 111 Issue 6. 19th August 2024: digital purchasing is currently unavailable on Cambridge Core. Due to recent technical disruption affecting our publishing operation, we are experiencing some delays to publication. We are working hard ...

Indonesia on track to create a local EV supply chain off nickel …

Indonesia is working to leverage its large nickel reserves to attract investment in the entire battery supply chain. Source: Ulet Ifansasti/Getty Images News via Getty Images. Indonesia hopes to build on its nickel industry success and create a full electric vehicle supply chain for domestic sales, and an imminent presidential election …

Uncovering the features of nickel flows in China

In addition, the ongoing conflict between Russia and Ukraine further led to the shortage of nickel supply. Russia is one of the most important nickel suppliers. But current trade sanction has disturbed global nickel supply chain, resulting in the dynamic changes of nickel price (UN Comtrade, 2022). 4.3.

Analysis of international nickel flow based on the industrial …

Abstract. Nickel is one of six key metals needed for the global low-carbon energy transition. In recent years, with the rapid rise of the new energy vehicle industry, …

France backs nickel refinery project to bolster battery supply chain

The French government has been negotiating a rescue package for the loss-making New Caledonian nickel sector, including a commitment to supply Europe's battery supply chain, though talks have ...

SK On, EcoPro, and GEM build a nickel supply chain in …

SK On aims to strengthen its nickel supply chain with major battery material companies locally and abroad. On November 24, SK On signed a business agreement with EcoPro, a secondary cell battery materials company, and Green Eco Manufacture (hereinafter GEM), a Chinese battery precursors producer, to establish a corporation for nickel ...

Tesla signs deal for first U.S. nickel supply with Talon Metals

Tesla Inc has signed its first U.S. nickel supply deal, choosing Talon Metals Corp's Tamarack mine project in Minnesota due to plans to make the electric vehicle battery metal in a way it ...

Resilience for the Future: The UK's Critical Minerals Strategy

Case study: Corruption risks in the critical minerals supply chain. ... Study on future UK demand and supply of lithium, nickel, cobalt, manganese and graphite for electric vehicle batteries.

Electric vehicle battery chemistry affects supply chain

We examine the relationship between electric vehicle battery chemistry and supply chain disruption vulnerability for four critical minerals: lithium, cobalt, nickel, and …

Russia-Ukraine War Helps Drive Nickel Prices, EV Headaches …

Soaring nickel prices over the last month, which have skyrocketed in response to the war in Ukraine, are a good example of how even a relatively available commodity can cause supply chain ...

Philippines courts investors for 'China-free' nickel supply chain

The Philippines currently has two nickel processing plants, both operated by Nickel Asia Corp, in which Japan's Sumitomo Metal Mining is the biggest shareholder. …

France backs nickel refinery project to bolster battery supply chain

The French government on Monday promoted a private sector plan to develop a nickel and cobalt refinery near Bordeaux to reinforce the country's supply chain for electric vehicle batteries and ...

A nickel refinery tops U.S. battery metals wish list: Andy Home

The United States government should invest in nickel refining capacity in coordination with its allies, according to the Biden Administration's 100-day review of critical supply chains.

Unveiling structural differentiation in the global nickel

This research aimed to understand supply and demand in the global nickel market from a product chain perspective. Accordingly, we established an extensive time-series database for the nickel trade network and employed network analysis methods to explore the dynamics and shifts in the global nickel trade network. The results are as …

Nickel Supply Tightness Ensures a Pivotal Year for Investors

Nickel prices did not drop as sharply in early 2023 as expected due to destocking in the EV supply chain from high lithium prices. Demand growth remained strong in 2023 despite economic headwinds. Total nickel demand grew 9% annually from 2020-2023. Supply growth continues to rely on Indonesia in 2023 while several other …

Nickel Supply Chain Worrying Tesla and EV Battery Suppliers

Battery producers and electric automakers, including Tesla Inc., are concerned over longer-term supplies of nickel, a key material in their supply chain that's forecast to fall into deficit, according to an Australian miner …

A closer look at the nickel supply chain

Today, we will take a deeper look at the nickel supply chain, and how it will be affected by policies that mandate the use of electric vehicles and grid-scale battery storage for electricity. According to an article by McKinsey, global nickel consumption is …

Class 1 Ni shortfall complicates nickel supply chain

Uncertainty around the trading relationship with Russia, producer of nearly 20pc of global class 1 nickel supply, has led to more disruption in the supply chain. While nickel is exempted from sanctions on Russia, there have been fewer takers for Russian nickel in Europe and the US, which has led to material being rerouted into China.

Indonesia's Nickel Export Ban Impacts on Supply …

Indonesia's 2020 decision to halt the export of nickel ore is a continuation of its industrial policy to produce downstream materials and products in the nickel and EV battery supply chain. In 2014, Indonesia …

FPX Nickel Corp. Partners With Toyota-Panasonic JV and …

FPX Nickel Corp. Partners With Toyota-Panasonic JV and Jogmec for Potential Nickel Supply Chain Collaboration Investing Fri, Sep 22, 2023, 12:24 PM 2 min read

FPX Nickel Receives Funding from Government of Canada to …

Vancouver, March 8, 2023 – FPX Nickel Corp. (TSX-V: FPX, OTCQB: FPOCF) ("FPX" or the "Company") is pleased to announce that it has received funding from the Government of Canada to accelerate demonstration of the technical and commercial viability to produce nickel sulphate and cobalt hydroxide for the electric vehicle ("EV") battery supply chain …

Good news on cleaning up nickel supply chain

They found great examples of nickel producers that have already begun to clean up their supply chains, noting that, "Nickel operations with renewable energy and hydrometallurgical technologies ...