New Energy Vehicles (NEVs) in China

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gelgoog

Lieutenant General
Registered Member
mossen said:
If anything expect an increase in EV subsidies, precisely to get away from oil faster. Having the greens in govt won't hurt either.
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Have you looked at nickel prices? And where will you get the electricity to power those EVs?

1646775477113.png

Guess who is the world's #3 nation in nickel production who just got sanctioned.
Guess which is the largest nickel company in the world. Norilsk Nickel.

Guess which battery chemistry the Panasonic cells in Tesla's plants in the US use.

The industry will have to massively switch to Lithium Iron Phosphate Chemistry.
Of which the largest supplier will be CATL.

Thanks Biden. :)
 
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NiuBiDaRen

NiuBiDaRen

Brigadier
Registered Member
gelgoog said:
Have you looked at nickel prices? And where will you get the electricity to power those EVs?

View attachment 84820

Guess who is the world's #3 nation in nickel production who just got sanctioned.
Guess which is the largest nickel company in the world. Norilsk Nickel.

Guess which battery chemistry the Panasonic cells in Tesla's plants in the US use.

The industry will have to massively switch to Lithium Iron Phosphate Chemistry.
Of which the largest supplier will be CATL.

Thanks Biden. :)
Click to expand...
As I recall nickel is also big in Southeast Asia. Time to work with Southeast Asian countries for mining
 
siegecrossbow

siegecrossbow

General
Staff member
Super Moderator
gelgoog said:
Have you looked at nickel prices? And where will you get the electricity to power those EVs?

View attachment 84820

Guess who is the world's #3 nation in nickel production who just got sanctioned.
Guess which is the largest nickel company in the world. Norilsk Nickel.

Guess which battery chemistry the Panasonic cells in Tesla's plants in the US use.

The industry will have to massively switch to Lithium Iron Phosphate Chemistry.
Of which the largest supplier will be CATL.

Thanks Biden. :)
Click to expand...

Chinese made Teslas wouldn’t be impacted though, or would it?
 
S

SanWenYu

Captain
Registered Member
Crang said:
As I recall nickel is also big in Southeast Asia. Time to work with Southeast Asian countries for mining
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Indonesia followed by Philippines.

The largest private nickel producer in China is already mining and distlling nickel in Indonesia. There has been rumor that this company lost big (up to 8 billion USD) just recently because it expected long term price drop and was short selling nickel contracts on LME. The rumor was later denied as "total nonsense".

针对近两日LME镍价暴涨、中国镍矿巨头青山控股被嘉能可逼仓的市场传闻，8日下午，财联社援引该公司相关人士对外的回应称，“公司上午已经在开会，正在整理相关资料和内容，届时将会统一作公开回应，今天能不能回应，目前还不确定。”
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与此同时，瑞士期货巨头嘉能可相关人员在回复《每日经济新闻》的置评请求时表示，“上述这种说法完全是胡说八道（total nonsense）。”
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O

ougoah

Brigadier
Registered Member
pakje said:
Only one not taking a hit at all would be BYD
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And CATL... and the 10 other Chinese battery developers and makers formed by partnerships of various Chinese tech companies.

We heard that NIO, XPeng, Huawei Dongfeng, and a few others like Xiaomi are all getting their battery tech divisions started.

BYD and CATL are tech and market leaders with zero peers... LG and Panasonic are comparable. Other Chinese tech companies want to get in on this action. There is no lack of talent, funding, or infrastructure. Having seen just CATL's labs and manufacturing facilities, one would think they were living in 2050.
 
P

pakje

Junior Member
Registered Member
ougoah said:
And CATL... and the 10 other Chinese battery developers and makers formed by partnerships of various Chinese tech companies.

We heard that NIO, XPeng, Huawei Dongfeng, and a few others like Xiaomi are all getting their battery tech divisions started.

BYD and CATL are tech and market leaders with zero peers... LG and Panasonic are comparable. Other Chinese tech companies want to get in on this action. There is no lack of talent, funding, or infrastructure. Having seen just CATL's labs and manufacturing facilities, one would think they were living in 2050.
Click to expand...
I don't see how CATL is not taking a small hit from this. BYD should be the only one not noticing this nickel price hike caus their batteries are 100% lfp
 
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