JessieXu

Research analyst@RhoMotion

[Juan Carlos Zuleta @jczuleta]

These results are fantastic. 11.5m EVs sold YTD could be translated into about 600kt of #Lithium Carbonate Equivalent (LCE), growing at a growth rate of 22%. This is a lot of Li. Given these numbers, it's difficult to explain why prices remain depressed.
https://t.co/1ElbUiCoFG

[Rho Motion @rhomotion]

At the close of 2023, global battery recycling pre-treatment capacity reached 2.1 million tonnes per year, marking over 40% y-o-y growth, with China contributing 70% of the increase. To learn more, keep scrolling.

This data is taken from our Battery Recycling Capacity Database.

To request a copy of the full report, click here: https://t.co/7gtFHatDAh #BatteryRecycling

#RecyclingCapacity #RhoMotion

[Rho Motion @rhomotion]

13.6 million EV sales in 2023.

Global passenger car & light-duty EV sales reached a record 1.5 million units in December 2023, bringing total EV sales for 2023 to 13.6 million units growing by 31% compared to 2022.

@Reuters covered the full story which you can read up on here: https://t.co/qG6booLMMz

#EV #EVSales #EVNews #RhoMotion

[Rho Motion @rhomotion]

Li-Cycle Disclose Update on Rochester Hub at Q3 Earning Call

Read more here: https://t.co/sxSG5EGqmd

Full article available for Rho Motion Members on the Membership Platform.

#EV #EVBattery #EVBatteryMarket #BatteryRecycling #RhoMotion

[Rho Motion @rhomotion]

ENERGY MATRIX WEBINAR & WHITEPAPER - Last chance to register

Join us tomorrow (3rd October) at 3pm (UK Time), where analysts Shan Tomouk and Jeanne Buée will be delving into the decarbonisation efforts across multiple sectors and technologies.

Register here: https://t.co/azs8qyuVaz

All registrants to the webinar will also be provided with a complimentary copy of the Energy Matrix whitepaper, which provides both a macro view of the overall energy landscape while leveraging our expertise and unrivalled detail at the industry and technology level.

#energytransition #ev #event #solarenergy #windenergy #renewableenergy

[Rho Motion @rhomotion]

Redwood acquires Redux Recycling, expanding into Europe

Read more here: https://t.co/9I4vbvU5AD

Full article available for Rho Motion Members on the Membership Platform.

#BatteryRecycling #EVBattery #EVBatteryMarket #LithiumIon #RhoMotion

[Rho Motion @rhomotion]

Global EV sales reached 1.2 million units in August 2023, growing by 39% compared to the same period last year and 10% month-on-month, bringing YTD sales to 8.2 million. Sales in China have grown by 35% YTD, in EU & EFTA & UK by 30%, and in the US & Canada by 59%.

This data is taken from our EV & Battery Monthly Database. If you would like to find out more, click here: https://t.co/unutjddBMN

#EV #EVMarket #EVSales #RhoMotion

[Rho Motion @rhomotion]

RHO MOTION LIVE: EUROPE | Battery Recycling Strategies

“Based on Ascend Elements’ Hydro-to-Cathode process, there is a potential recovery value of $6,723 based on a 100kWh EV battery pack. This value is almost triple a traditional pyrometallurgy process.”

Rho Motion’s Senior Research Analyst Mina Ha hosted our session on Battery Recycling Strategies alongside guest speaker Anna Sosnowik from @AscendElements.

Here’s an overview of what they covered:

· Anna Sosnowik outlined her thoughts on the importance of a closed loop battery supply chain and how Ascend’s Hydro-to-Cathode and Hydro-to-Anode processes are helping maximise the recoverable value in the recycling process.

· Mina Ha gave a detailed market view addressing the regional capacity variations and the role of new entrants and large-scale actors alike.

The full article will be available on our Membership shortly. We will also be publishing a post-conference report on our Membership Platform.

If you are not a Member and would like to access the insights, click here: https://t.co/4frrm7Gsw4

#RhoMotionLive #EVConference #EVBattery #EVCharging #BatteryRecycling #EnergyStorage

[Rho Motion @rhomotion]

EU battery recycling regulation comes into force

The EU Battery Regulation, which was initiated last week (17th August), introduces sustainability requirements for end-of-life (EoL) batteries including targets for collection, minimum level of recovered contents and recovery rates, and extended producer responsibility.

Our Q3 Battery Recycling Outlook highlights presentation discusses the regulation in great detail, request it here: https://t.co/fVqyvfTZV1

The presentation also looks at the Asian companies planning to enter the European recycling market, as discussed by @RhoMoMina in the clip below.

#BatteryRecycling #EVBattery #EVBatteryMarket #RhoMotion

[JessieXu @RhoMoJie]

Li-Cycle commences its first European battery recycling Spoke in Germany!

Read more here: https://t.co/cQALiTdF5v

#batteryrecycling #EVBattery #Europe #Licycle #RhoMotion

[Rho Motion @rhomotion]

New entrants are increasing in Asia, mainly South Korea. Recent announcements also indicate potential future capacity, not necessarily on large scale, in countries with low battery recycling capacities at present such as Taiwan, Italy and Romania.

This data is taken from our Battery Recycling Capacity Database. If you would like to find out more, click here: https://t.co/p7OMiBl5K1

#BatteryRecycling #EVBattery #EVBatteryMarket #RhoMotion

[Rho Motion @rhomotion]

Rare-earth recycling is in its very early stages in much of the world with material difficult to extract from electronics and other products. However, in China where production of magnets is concentrated, recycling facilities are already coming online to deal with the approximately 30% of scrap produced in the production process. Some limited examples of electronics recycling also exist.

For further insights, request our Q2 EV Motors & Systems Quarterly Outlook highlights presentation here: https://t.co/TqrrhPbHgu

Other topics covered include:

• EV sales for Q1 2023
• EV motor deployment including analysis of key current trends
• Reintroduction of a bill to support magnet production in the US

#EV #EVMotors #EVSystems #EVBattery #RhoMotion

[JessieXu @RhoMoJie]

Will the mass commercialisation of 800V charging come online soon?

Sharing some opinions about 800V charging in my article in the Q2 issue of The @rhomotion Magazine. To read the article in full, request the magazine here: https://t.co/MWGRXThUt4

[JessieXu @RhoMoJie]

EU Commission set to go ahead with post-Brexit EU to UK electric vehicle import tariffs

Read more here: https://t.co/uaMGiWSKzt

Full article available for #RhoMotion Members on the Membership Platform.

#EV #EVBattery #EVBatteryMarket #EVMarket #RhoMotion

[JessieXu @RhoMoJie]

GM and Element 25 enter manganese sulphate supply agreement

Read more here: https://t.co/86ftWFkLA0

Full article available for @RhoMotion Members on the Membership Platform.

#EV #EVBattery #EVBatteryMarket #ManganeseSulfate #RhoMotion

[JessieXu @RhoMoJie]

Our Mid-Year Review Webinar will start on next Thursday 29th June at 4pm UK time. Anyone interested please register here: https://t.co/m15ogOqKKQ

[Rho Motion @rhomotion]

Is the battery market still on track for 1TWh in 2023?

Find out in our Mid-Year Review Webinar on Thursday 29th June at 4pm UK time. Register here: https://t.co/pe0C4cKxCR

This webinar will provide an updated review for the battery market in 2023, discussing:

• Which markets and regions have under or over performed in the first half of the year
• How new legislation has informed our outlook for the rest of the year and beyond
• Battery demand insights from the EV, BESS, eMicromobility and 2&3-Wheeler and Portables market

#BatteryWebinar #EV #EVBattery #EVBatteryMarket #RhoMotion

[Rho Motion @rhomotion]

Rho Motion Live: Europe 2023

Our Super Early Bird discount ends today (16th June). Register now to secure your place in Gothenburg at this rate of £1,750 (£500 saving): https://t.co/WqSUfC0uop

The two-day event will bring together commercial stakeholders from Rho Motion's vast network, offering outstanding networking opportunities and the chance to gain market insights from those at the forefront of the industry.

#RhoMotionLive #EVConference #EVBattery #EVCharging #BatteryRecycling #EnergyStorage

[Rho Motion @rhomotion]

Last chance to secure Super Early Bird tickets for Rho Motion Live: Europe 2023

Rate closes this Friday, 16th June - register here: https://t.co/WqSUfC0uop

Join us in Gothenburg on 6th and 7th September where we will bring together commercial stakeholders from Rho Motion’s network. Discussions will cover:

- EV Battery Landscape
- Battery Technology
- Energy Stationary Storage
- Charging and infrastructure
- Battery Recycling

#RhoMotionLive #EVConference #EVBattery #EVCharging #BatteryRecycling #EnergyStorage

[Rho Motion @rhomotion]

Rho Motion Analysts @RhoMoJie and @RoMoFrank2 recently attended the China International Battery Fair (CIBF) in Shenzhen. They have compiled a briefing for our Members which summarises some of the key takeaways from the four-day event. This includes recent developments in: 

• Solid-state technology
• Sodium-ion technology
• ‘Ultra-fast’ charging batteries
• Energy storage
• Silicon anodes
• Battery recycling

If you’re not a Rho Motion Member but would like to see these updates as well as other industry news, briefings, videos and presentations, click here: https://t.co/dgfHQK519e to request a complimentary trial of our Membership Platform.

#ChinaInternationalBatteryFair #CIBF #EVBattery #EVBatteryMarket #RhoMotion

[JessieXu @RhoMoJie]

Gotion announces new high-density LMFP cell and pack structure

Read more here: https://t.co/kKS2KHgpwU

Full article available for @rhomotion Members on the Membership Platform.

#EV #EVBattery #EVBatteryMarket #LMFP #RhoMotion