Tag: supply chain
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In What Could be An Ominous Sign For Other Developing Countries, Vietnam Reports Severe Supply Shortages From China
Electronics retailers in Ho Chi Minh City, Vietnam's southern commercial hub, are reporting acute shortages of laptops, mobile phones, and other electronic devices imported from China. Logistics experts there say the disruptions are due to what's described as a "perfect storm" of supply chain disruption that could ...
Guinea Coup Leader Calls For Mines to Continue Operating, Chalco and Other Chinese Mining Firms Report No Disruptions
London metal traders will be keeping a close eye on the price of aluminum today after it moved higher on Monday following this weekend's coup in Guinea, one of the world's largest producers of bauxite -- a key aluminum ingredient. Soon ...
Record EV Sales in China Pushes Up the Price of Cobalt and Other Battery Materials
Chinese car buyers are snapping up electric-powered vehicles in record numbers. In the first half of the year alone, automakers sold 1.2 million new energy vehicles and almost a quarter of a million in June alone.
White House Issues Report On How to Disentangle Critical Materials Supply Chains From China, Just as Apple is Reportedly in Talks With Chinese Battery Makers
Securing reliable supplies of cobalt and other strategic materials from places like the Democratic Republic of the Congo featured prominently in a new White House report that aims to counter China's dominance in this area. The timing of the report, however, comes just as Apple is reported ...
In What Could Be Bad News From the DR Congo, the Cobalt-Free EV Battery May Happen Much Sooner Than We Thought
The world's leading automakers are making much faster progress than anticipated in moving away from electric vehicle batteries that contain cobalt. VW, Tesla, and the Chinese EV giant BYD (the world's second-largest EV maker) have all either developed new cobalt-free batteries or are in late-stage development.
Electric Vehicles’ Politically Charged Global Supply Chain
As EVs become more popular, the politics to secure the resources necessary to power these vehicles are going to become a lot more complex. This is because of how globally dispersed the supply chains are for the key minerals and metals.
Almost a Third of the World’s Cobalt, Mostly From the DRC, Went to China Last Year
32% of the world's cobalt output went to China, according to the latest annual report published by The Cobalt Institute, an industry-financed organization. In addition to being the largest consumer of cobalt, China is also the dominant producer of refined cobalt that is used ...
China’s Role in the Complex, Brutal History of Cobalt Mining in the DR Congo
The New Yorker magazine published a sweeping long-form article in its latest edition that delves into the painful history of Congolese cobalt -- a metal that is now indispensable for any consumer who owns a mobile phone and a strategic resource that is in the ...
The Stuff That Goes Into Making a Battery For Electric Vehicles is Getting a Lot More Expensive
Prices for the key commodities needed to produce electric vehicle batteries have been rallying all year on stronger demand for new energy vehicles. They spiked in recent days, following the U.S.-led summit on climate change that took place online last week. ...
In 5 Years, the Battle Over Cobalt is Going to Intensify… a LOT!
There are just five years left before the demand for cobalt, a critical metal used to make the batteries in electric vehicles, is going to outstrip the known supply of this strategically vital resource. And with 60-70% of the world's cobalt reserves located in ...
South African Retailers Under Pressure to Ensure Supply Chains Free of Xinjiang Cotton
South Africa's major retailers are under scrutiny from civil society groups to ensure their supply chains do not contain any apparel products that use cotton from China's Xinjiang autonomous region. There are well-documented concerns that Uyghur minority populations are forced to pick cotton by hand.
China’s “Cobalt Empire”
China's steadily deteriorating relations with the United States and European Union countries are prompting renewed attention on who controls the supply chains for the strategic minerals, elements, and metals that are essential ingredients in electronics and next-generation technologies. For the past ...