How is the Russia/Ukraine war changing global energy markets? The Russia/Ukraine war has huge implications for energy markets, particularly energy policy and corporate strategies.

Gas prices will remain high until 2026 at least. Europe wants to rapidly minimize the 150 Bcm of Russian imports that meet about one-third of its demand. There’s nowhere near enough alternative gas supply available for the next four years until new volumes of LNG from the US and Qatar become available.

The Russia / Ukraine War And Its Implications For The Energy Markets… | Devamı>>>

Lithium-ion batteries are an essential part of our everyday lives: they power our phones, laptops, tablets, and electric vehicles (EVs). Demand for lithium in the form of lithium carbonate and lithium hydroxide – key ingredients in these batteries – are rising rapidly: up almost 20% in 2019. Prices doubled between 2016 and 2018 in anticipation of increased demand brought on by the EV revolution.

However, the consistent increase in demand is militated against by the ongoing outbreak of coronavirus, the looming economic downturn, and the collapse of oil prices, making the future of EV sales uncertain.  

Manufacturers are Struggling to Supply Electric Vehicles with Batteries | Devamı>>>

China is already dominating the emerging EV market, with about 40 percent of global production, and plans to expand even more rapidly over the next few years. The United States, on the other hand, currently produces only about 20 percent of the world’s EVs and its market and production are not growing as quickly.

Overall, China now produces more than 25% of all manufacturing globally, up from just 8% in 2000, while the US share dropped from 22% to 15% over the same period.

America Is Losing Biggest Manufacturing and Climate Race: Electric Vehicles | Devamı>>>

There is a lot of buzz (sorry!) around how electric vehicle will soon make up a large share of vehicle sales. While customers seeking a new EV haven’t had a lot of options to date, the range of makes and models will be significantly expanding in the next few dozen months as car makers roll out new lines, including a 400+ mile range 4×4 electric pickup truck that comes with external power outlets and a built in air compressor.

The People Want EVs, But Who Will Sell Them To Us? | Devamı>>>