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Decarbon Daily - Issue for June 30, 2021

Inside this issue

China continues to dominate battery supply but that is set to change with companies in North America and Australia pursuing mining operations closer to demand. EV demand continues to increase y-o-y. In 2019 global EV demand increased 40% according to EIA and in 2020 increased 39% according to Canalys. In 2020, according to Canalys data, 83% of all EVs sold in 2020 were sold in either Europe (42%) or China (41%).

Electrification of commercial vehicle yields significant demand upside. With the support of public policy in Europe and China, continued demand growth is expected in the commercial sector.

Inside this Issue

🔋 CATL & China Dominate Battery Supply
⛏ Watch the Piedmont Lithium Project
💰 Entergy + Mitsubishi Power = Net-Zero Investments
☀️ Q1 Solar & Wind Market Update from S&P

Articles in this issue

CATL & China Dominate Battery Supply
📊 CATL & China are dominating the battery supply, ♻️ Redwood Materials is tripling its size... and much more.

Piedmont Lithium Project Named as Lithium Mining Companies to Watch
According to the company, its PLP is strategically positioned in one of the most ideal regions in the world. Piedmont cites favorable geo...

Entergy + Mitsubishi Power Partner on Storage, Batteries, and More
The two companies are collaborating on decarbonization efforts by combining the strengths of industry leaders to move towards net-zero. B...

Q1 Solar & Wind Market Update
The Permian Basin in Texas is home to the largest solar projects completed in the quarter. Transmission providers have been busy building...

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