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Chinese Shift in Battery Manufacturing Could Have a Major Impact on Nickel, Cobalt Exporting Countries

China’s nickel-cobalt-manganese (NCM) battery output in June fell 6.8% year-on-year, marking the straight month of declining production. NCM batteries are widely used in electric vehicles in the U.S. and Europe, but less so in China where lithium phosphate (LFP) batteries are ...

Indonesian Top Minister Luhut Pandjaitan’s 2024 China Visit: Key Takeaways

On June 12, 2024, Indonesia's Coordinating Minister for Maritime Affairs and Investment Luhut Binsar Pandjaitan visited China. This was Luhut’s first visit to China this year.  Last time the Indonesian top minister visited China was in 2023, when he was ...

Just Two Chinese Companies Account for More Than 50% of the Global EV Battery Market

Chinese companies remain firmly in control of the global electric vehicle battery market, with two companies accounting for more than half of the industry's entire production last year. Battery giant CATL and EV manufacturer BYD together had 53% of the total ...

Indonesia 2024 Election: VP Candidate Bizarrely Frames “Anti-Nickel” as Supporting China

In Indonesia’s second vice presidential debate, Gibran Rakabuming — the eldest son of President Joko “Jokowi” Widodo and running mate of Prabowo Subianto — tried to trap his rival Muhaimin Iskandar by asking the latter’s team’s campaign about lithium iron phosphate batteries (LFP), a nickel-free electric vehicle ...

Deadly Fire at Chinese-Owned Nickel Smelter in Indonesia Reveals Stubborn Pattern of Workers’ Safety’s Neglect

Photography by Mas Agung Wilis Yudha Baskoro & Muhammad Fadli I first saw the news of the big fire on Instagram. It was Christmas Eve, when social media was full of pictures of families getting together, tucked safely in the warmth ...

Analysis from Cobus van Staden

Letter From DC: Is Africa Holding Itself Back?

Whoo boy…We picked a doozy of a week to be in town. The overlapping reverberations from leadership fights within the Democratic Party, the assassination attempt on former President Donald Trump, and the announcement of JD Vance as his vice-presidential candidate are understandably focusing attention inwards.
That said, we’ve had fascinating conversations with very smart folks who focus on Africa, the wider Global South, and China’s role there. One theme ...

Chinese Mining Companies Digest New U.S. Rules Aimed at Cutting Them Out of EV Supply Chain

Chinese mining executives at privately owned companies are breathing a sigh of relief that new U.S. regulations aimed at cutting them off the American EV supply chain aren't as stringent as expected. Earlier this month, the Biden administration unveiled a series ...

Biden Issues New Rules That Aim to Cut China Out of the U.S.’ EV Battery Supply Chain

U.S. consumers will no longer benefit from a $7,500 tax credit when they buy an electric vehicle that contains battery metals that were produced in China, according to new rules released by the Biden administration on Friday. The new regulations are ...

Indonesia’s Widodo Visits White House as U.S. and China Seek Stronger Ties With World’s Leading Nickel Producer

U.S. President Joe Biden welcomed Indonesian counterpart Joko Widodo at the White House as the two leaders prepare for the APEC summit in San Francisco, where Biden will meet with Chinese President Xi Jinping. Topping the U.S.-Indonesia agenda are talks on advancing ...

Four Key Trends in Battery Metals

Amid heightened demand for green technology, prices for critical minerals should be going up, up, up, right? In reality, prices have proven volatile. Even as demand keeps rising, new supply sources are coming online, potentially driving down prices. In addition, geopolitical ...

Japan Moves to Build China-Free EV Battery Supply Chain

Nishimura Yasutoshi, Japan's economy and industry minister, spent last week crisscrossing southern Africa on a five-nation tour at the behest of his country's auto industry that is looking for new supplies of the raw materials needed to power electric vehicles. Japan, like ...
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