Rivian’s rough patch

Rivian Automotive shook hands on nearly $12 billion worth of deals this month via the establishment of a joint venture with Volkswagen mid-month and its announcement this week of conditional approval for a $6.6 billion loan from the US Department of Energy.  Rivian will use the money to finish a plant in the US state of…

Manganese malaise: Loading in average EV battery down 14% year-over-year 

Despite the rosy outlook for manganese use in next generation EV batteries, including lithium-manganese-iron-phosphate (LMFP), lithium-manganese-nickel-oxide (LMNO) and other nickel-manganese (NMx) based cathodes, our latest quarterly deployment data suggests that manganese use in the average passenger EV battery is trending down.  The Adamas Intelligence Battery Metals Intel Platform  shows average manganese mass in passenger EV batteries,…

Canada’s 100% tariff on made-in-China EVs is a Tesla tax

Ottawa announced on Monday that, starting on October 1, the country will impose a 100% tariff on electric vehicles built in China, mirroring measures taken by the US in May.   That brings Canada’s total levy on imported Chinese EV to 106.1% compared to 102.5% in the US. A final determination on the US tariffs…

Ford climbs on EREV wagon  

Ford Motor Company’s latest recalibration of its electrifying plans comes after 70% year on year growth in battery capacity deployment in the Americas.

Le marché brésilien des véhicules électriques en 2024 sert de test en matière de droits de douane 

Brazil is no minnow in the global auto industry. Last year the country produced 2.3 million vehicles, 1.8 million of which were passenger cars.  

Led by Stellantis, Volkswagen and Toyota, most major automakers have established production facilities in Brazil. Passenger vehicle output was down slightly on 2022 and car exports dropped by more than 20% to just over 300,000 units in 2023.

Tesla, BMW, Volkswagen catch a break in Europe 

The European Union has slashed import tariffs on made-in-China electric vehicles from Tesla, Mini and Seat from those first proposed in June.   Duties on Tesla Model Ys made in its Shanghai factory will be reduced to 9% from the 20.8% indicated in June, while the all-electric Mini, made by BMW’s joint venture in China will…

La demande en métaux destinés aux batteries des véhicules électriques de grande taille et des véhicules de sport connaît une forte hausse

Utility, purpose and performance  The rise of the SUV as the go-to choice for car buyers is a multi-decade phenomenon and while many automakers like to claim the title of being first, the SUV as we know it today probably originated with the 1984 Jeep Cherokee.   Since then, the segment has morphed into various…

GRAPHIQUE : Comment la Chine a conquis le marché mondial des véhicules électriques 

In February 2008, Elon Musk took possession of Tesla’s first production vehicle, the Roadster, hailed as the first retail electric passenger car powered by a lithium-ion battery.   That is if you don’t count Norway’s Th!nk City which kicked off production that same year and that for a short period was majority owned by Ford,…

Your next car could be an EREV

Through the first quarter of 2024 global plug-in hybrid electric vehicle (PHEV) registrations surged by 55% year-on-year to 1.2m units while full battery electric vehicle (BEV) and conventional hybrid electric vehicle (HEV) sales increased just 13% and 17%, respectively. That represents a much more sedate expansion for BEVs so far in 2024. For comparison, in…

Europe’s EV market is skidding, new China tariffs will make it worse

Tiered tariffs In a widely anticipated move, the European Commission on Wednesday announced it will impose import duties of between 17.4% to 38.1% on electric vehicles made in China effective next month.  While recent US plans to curtail competition from China are something of a blunt instrument – 102.5% tariffs on all imported cars – the…

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