New Energy Vehicles (NEVs) in China

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gelgoog

Lieutenant General
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It is fairly simple. China can just not supply any equipment or maintenance to these foreign owned or operated companies.
Same as US playbook.

I doubt that the elevated nickel demand will last for more than a decade though. Eventually the batteries will be recycled.
 
tphuang

tphuang

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sndef888 said:
Indonesia is now trying to reduce Chinese ownership in nickel facilities to "diversify" and "qualify for US state subsidies"

This is a really idiotic move and shows that Indonesia is an unreliable partner, backstabbing China after China came in with billions in investments.

This is why China needs to move on to more chemistries like sodium ion to get rid of all foreign dependence.




Source FT
Click to expand...
As long as Indonesia is not stripping any Chinese company of ownership in existing mines, I don't really see the problem.

It's up to Chinese companies whether or not they want to invest in new projects of under 25% ownership.

Frankly, this is almost not worth talking about, because nickel's importance in batteries is going down by the day.
 
S

supersnoop

Major
Registered Member
sndef888 said:
Indonesia is now trying to reduce Chinese ownership in nickel facilities to "diversify" and "qualify for US state subsidies"

This is a really idiotic move and shows that Indonesia is an unreliable partner, backstabbing China after China came in with billions in investments.

This is why China needs to move on to more chemistries like sodium ion to get rid of all foreign dependence.




Source FT
Click to expand...
Couple things here
1. As the article says, this is aimed at new projects.

2. The reality on the ground is that mining companies are reluctant to invest in new nickel projects. This is coming from a friend who works in mining. EV prices did not come down (in the west) which never spurred the mass adoption expected. Therefore there is no mass demand for Nickel. In fact, many projects were cancelled the past few years.

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tphuang

tphuang

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supersnoop said:
Couple things here
1. As the article says, this is aimed at new projects.

2. The reality on the ground is that mining companies are reluctant to invest in new nickel projects. This is coming from a friend who works in mining. EV prices did not come down (in the west) which never spurred the mass adoption expected. Therefore there is no mass demand for Nickel. In fact, many projects were cancelled the past few years.

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Click to expand...
yeah, I don't really see why much new Nickel investment is needed. I understand these countries bought into the notion that whatever metal they have is the new oil, but it really isn't. Chemistry is a beautiful thing. You can reach end solution differently.

BEV sales from 200k to 300k and then 300 to 400k

https://twitter.com/i/web/status/1817632217524244547

now for 100k to 200k and sub 100k

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