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Tesla side-steps long-term lithium-ion cell supplier to partner with LG Chem and CATL for its Gigafactory 3

Fri, 01/31/2020 - 10:32 -- Paul Crompton

Vehicle and energy storage firm Tesla has entered into a partnership with South Korea’s LG Chem and China’s CATL as it looks to secure a lithium-ion battery supply for its electric cars at its Gigafactory 3 plant in Shanghai.

Rumours that Tesla would move from its exclusive cell supplier Panasonic to meet demand at the China Gigafactory 3 first surfaced last August.

*UPDATE* CATL confirmed in a stock exchange filing on Monday, 3 February, it had signed a two-year battery supply agreement with Tesla, with the US firm determining the battery purchase volume. The deal starts this July and closes June 2022.

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Fuel stations decline in the UK as charging points soar

Fri, 08/05/2016 - 15:00 -- Vic
Electric car charging station

There will soon be more public locations to charge electric cars in the UK than there are filling stations for conventional vehicles according to new analysis by Nissan.

At the end of 2015, there were just 8,472 fuel stations in the UK, down from 37,539 in 1970—a 77% drop. Assuming a steady rate of decline, Nissan predicts that by August 2020 this will fall to below 7,870.

The supply of fuel within London is also becoming scarcer. Central London has nearly half as many gasoline stations per car as the Scottish Highlands; only four remain within the congestion-charge zone. A notable closure in 2008 was one of the country’s oldest forecourts, the Bloomsbury Service Station, which had been operational since 1926.

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Japan losing out in the supply chain game

Thu, 07/19/2012 - 18:02 -- Ruth Williams

Japan is losing out to Chinese and South Korean competitors in supplying lithium-ion battery components around the world. In the 2011 financial year Japan supplied less than half of these key parts.

Global shipments of cathode and anode materials, separators and electrolytes are estimated to have grown 11.2% to US$70.2 million last fiscal year. Japanese firms' share fell 5.7% points to 46.6%, dipping below the 50% mark for the first time since 2008.

The Japanese Yano Research Institute believes Japan’s dominance was weakened following the 2011 earthquake and tsunami that halted the supply of some essential parts around the country. This, combined with the strong yen cutting into Japan’s competitiveness, meant a demand for cheaper materials grew.  Another factor is the shift in South Korean battery manufacturers to use domestically made parts over imports.


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