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BYD is Launching Its Next Gen Blade EV Battery and That’s Really Bad News for Both DR Congo, Indonesia

Chinese electric vehicle giant BYD announced the launch date for its next generation Blade EV battery that will be released in August with 27% more energy density than the current power pack. The new battery will also be sufficient for most cars to ...

Morocco Signs Agreement for EV Battery Plant With Chinese Company

The Moroccan government signed a $300 million agreement with China’s BTR New Material Group to build a plant in the port city of Tangier to produce cathodes used in electric vehicle (EV) batteries. The government considers this plant the first step ...

Chinese Battery Major Gotion Poised to Build Africa’s First Gigafactory in Morocco

The Sino-German electric vehicle battery major Gotion High-Tech is planning to build a massive new factory in Morocco that would produce electric car batteries and energy storage systems. The company signed an MOU with the Moroccan government last week in Rabat for a ...

Q&A: Hong Kong Expertise Playing Pivotal Role in Transitioning Popular Motorbike Taxis in Kenya

A small group of entrepreneurs from Hong Kong and China is pioneering a new e-mobility business model in Kenya that aims to revolutionize the country’s ubiquitous motorbike taxis known as bodabodas. Tucked away in a garage in Nairobi’s Upperhill business district, ...

The Chinese EV That Comes With a Uniquely South African Feature: Load Shedding Back Up

Chinese EV major BYD will launch its new compact electric crossover next month in South Africa. The BYD Atto 3 is a pretty standard EV with a range of about 420km. While car buyers in other countries might fret over the ...

Analysis from Cobus van Staden

Philippine President Ramps Up Rhetoric as Local Attitudes Harden

The President of the Philippines, Ferdinand Marcos Jr., told soldiers to be ready for any conflict amid a potential overlap of his country’s tensions with China in the South China Sea and growing tensions between China and Taiwan.
Speaking to troops at a base in the northern Isabela province on Monday, Marcos said: “The external threat now has become more pronounced, has become more worrisome, and that is why we have to ...

Reality Check for U.S. and EU Policymakers Planning to Decouple From China’s EV Battery Supply Chain

One of the main priorities of last year's landmark environmental legislation in the U.S. (known as the Inflation Reduction Act) is to reduce, even eliminate China's role in the electric vehicle supply chain, particularly when it comes to batteries. But that ...

Huge Lithium Deposit in Found in Iran

The Iranian authorities say they found the world’s second-largest deposit of lithium in the mountainous province of Hamedan. At an estimated 8.5 million tons, the Hamedan lithium haul would be second only to Chile’s estimated 9.2 million ton deposit. It could ...

Why Battery Decoupling Projections Could Be Way Off

The United States and Europe could free themselves from their dependence on China for electric vehicle batteries by 2030, if they invest about $160 billion.  This is the key finding of a new Goldman Sach forecast, which extrapolated the long-term effects ...

The Cost to Build An EV Battery is Going Up… A Lot

This chart explains in part why Chinese battery giants are moving as fast as possible to lock up supplies of the key ingredients needed to manufacture lithium-ion batteries used to power electric vehicles. With the cost of certain materials, particularly lithium ...

U.S. Plans to Bypass China’s Cobalt Dominance with Arizona Plant

The Singapore-based commodities trader Trafigura announced it will partner with the U.S. battery metals processing firm EVelution to build a battery-grade cobalt sulfate processing facility in Arizona.  The facility is projected to produce 7,000 tons of ...
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