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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 ...

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 ...

Analysis from Cobus van Staden

Misadventures in the Skin Trade

This week I spent a few days in Cape Town, in time for a minor, if telling, crisis in international agricultural trade. A ship crammed with 19,000 (mostly still living) cows was stuck in Cape Town harbor, en route from Brazil to the Middle East.
As South African animal welfare authorities scrambled to inspect the horrors on board, the city was enveloped in a powerful farmyard funk. The entire episode can ...

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 ...

There’s New Impetus in the U.S. To Get China Out of the Electric Vehicle Battery Supply Chain. It Won’t Be Easy.

The electric vehicle battery start-up SPARKZ announced this week that it will build a new 4.5-hectare factory in the rural U.S. state of West Virginia. The new facility will employ 350 workers, mostly former coal miners, in what will become a critical test for Washington's desire ...

Trend Watch: Chinese Companies Moving Fast to Develop New EV Batteries

China's largest battery makers are moving quickly to introduce a new generation of power packs for electric vehicles that, in some cases, don't use controversial metals like cobalt. There are two main players to watch in this new battery tech race: ...