Battery supply analysis
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AnalysisSupply chains made visible as part of US tax credit legislation on EVs
A new ruling on tax credits for EVs, which is ruled by strict parts localisation targets, means vehicle makers will have to make their material sourcing more transparent
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FeatureCATL powers ahead with a regional, sustainable supply chain strategy
With a new carbon-neutral gigafactory in China, and a plant set to start production this year in Germany, the Chinese battery cell producer is scaling its production and logistics to create secure and sustainable battery supply.
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FeatureRussia’s invasion of Ukraine is a long-term risk for the automotive supply chain
The impacts stretch beyond inflation and corporate retreats to critical shortages upstream for semiconductor and EV supply.
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NewsVehicle electrification shakes up export and import flows
There are regional differences in the sales and manufacture of electric vehicles that are affecting finished vehicle logistics flows, with some countries with relatively small automotive output becoming the bigger EV exporters. That has consequences for finished vehicle logistics, as a new report from Ultima Media’s business intelligence unit, Automotive, makes clear
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AnalysisEV battery supply chains on the move
As electric vehicles become serious business for OEMs, they are reassessing their battery supply and manufacturing bases, putting their eggs in multiple baskets and taking more control of the process.
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NewsSK Innovation banned from the US for 10 years following LG lawsuit
The US International Trade Commission has imposed a 10-year ban on SK Innovation for the importation, domestic production and sale of electric vehicle batteries within the US because of intellectual property theft from rival LG Chem. It is a tough sentence, but perhaps unsurprising given the context of the global push to electrification.
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FeatureCan the UK supply chain keep up with a 2030 ban on new ICE vehicle sales?
The UK government has announced it is bringing forward its plans to phase out the sale of new cars and vans powered by internal combustion engines. Daniel Harrison, automotive analyst at Ultima Media, examines how realistic that is and whether supply chains are ready to produce enough electric vehicles and batteries.
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FeatureMeeting increasing demand for EVs in Europe depends on better battery supply
Carmakers are investing colossal sums of money into low and zero-emission powertrain technologies. Even before the coronavirus crisis infected the finances of most manufacturers the survival of many of them hinged upon a return on investment and a successful transition to electrification over the coming years.
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Company ContentYour webinar questions answered: How tier 1 suppliers are responding to tough headwinds
You asked, we answer. We return to the questions from our audience that we didn’t have time to answer in our live webinar, ranging from which parts of automotive tier 1 suppliers’ business models are at risk of commodification, to how tier suppliers are changing supply chain processes
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FeatureGlobal trade disputes could dim electric vehicle supply chain potential in key markets
Trade uncertainties such as those between the US and China, or the UK and the EU, could put the brakes on growth in the electric vehicle and battery supply chain for some OEMs and countries, despite bullish forecasts for alternative powertrains
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FeatureWhat took the air out of Dyson’s electric car project?
The iconic manufacturer of vacuum cleaners has cancelled plans to develop and build an EV. That was probably a smart decision, considering the huge costs, competition and struggling market that Dyson would have been entering.