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vehicles face long-term Tier One battery bottleneck","electric-vehicles-face-long-term-tier-one-battery-bottleneck","article/electric-vehicles-face-long-term-tier-one-battery-bottleneck",{"_uid":557,"date":558,"tags":559,"editor":560,"content":570,"excerpt":719,"featured":50,"reporter":720,"_editable":724,"component":725,"seo_title":553,"categories":726,"visibility":730,"author_company":49,"featured_image":731,"seo_description":719,"author_full_name":49,"author_job_title":49,"formattedDate":736,"formattedArticleDate":737},"764a1386-cf26-4683-8343-96a2200d3075","2020-03-25 00:00",[],[561],{"slug":562,"name":563,"content":564},"didi-bostock","Didi Bostock",{"job_title":565,"image":566,"bio":568,"linkedin":569},"Editor - Energy Transition & Economics",{"filename":567},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":571,"content":572},"doc",[573,590,599,629,634,665,670,675,680,685,693,700,703,708],{"type":574,"attrs":575,"content":576},"paragraph",{"textAlign":49},[577,580,588],{"text":578,"type":579},"The electric vehicle (EV) industry faces a long term lithium ion battery ","text",{"text":581,"type":579,"marks":582},"bottleneck for the highest quality of cells",[583],{"type":584,"attrs":585},"link",{"href":586,"uuid":49,"anchor":49,"target":49,"linktype":587},"https://source.benchmarkminerals.com/article/europes-automotive-battery-shortage-is-all-about-quality-not-quantity","url",{"text":589,"type":579},".",{"type":574,"attrs":591,"content":592},{"textAlign":49},[593,595,597],{"text":594,"type":579},"New data from ",{"text":596,"type":579},"Benchmark Mineral Intelligence ",{"text":598,"type":579},"shows that while forecast demand for lithium ion batteries only begins to exceed capacity in 2029, Tier One cells are going to be in the shortest supply throughout this period, especially as we enter 2021.",{"type":574,"attrs":600,"content":601},{"textAlign":49},[602,604,609,611,613,615,619,621,622,624,628],{"text":603,"type":579},"The chart below maps forecasted lithium ion battery cell ",{"text":605,"type":579,"marks":606},"capacity",[607],{"type":608},"italic",{"text":610,"type":579},"tracked by ",{"text":612,"type":579},"Benchmark",{"text":614,"type":579},"’s ",{"text":616,"type":579,"marks":617},"Lithium Ion Battery Megafactory Assessment ",[618],{"type":608},{"text":620,"type":579},"against ",{"text":612,"type":579},{"text":623,"type":579},"’s forecast battery ",{"text":625,"type":579,"marks":626},"demand",[627],{"type":608},{"text":589,"type":579},{"type":574,"attrs":630,"content":631},{"textAlign":49},[632],{"text":633,"type":579},"On the surface, it appears there will not be any oversupply of battery cells at any point until 2030.",{"type":574,"attrs":635,"content":636},{"textAlign":49},[637,639,645,647,651,653,655,657,659,661,663],{"text":638,"type":579},"However, not all lithium ion batteries can be used in all EVs which is why Benchmark introduced its ",{"text":640,"type":579,"marks":641},"EV tiering system ",[642],{"type":584,"attrs":643},{"href":644,"uuid":49,"anchor":49,"target":49,"linktype":587},"https://source.benchmarkminerals.com/article/chinese-battery-megafactory-giant-catl-reaches-tier-1-status",{"text":646,"type":579},"to assess each producer on",{"text":648,"type":579,"marks":649}," the three Qs",[650],{"type":608},{"text":652,"type":579},": ",{"text":654,"type":579},"quality",{"text":656,"type":579},", ",{"text":658,"type":579},"quantity",{"text":660,"type":579}," and ",{"text":662,"type":579},"qualification",{"text":664,"type":579}," for automotive uses.",{"type":574,"attrs":666,"content":667},{"textAlign":49},[668],{"text":669,"type":579},"It is an issue that has already been faced by European auto OEMs especially in the last 6 months.",{"type":574,"attrs":671,"content":672},{"textAlign":49},[673],{"text":674,"type":579},"The industry will be looking to Tier Two cell manufacturers to step up and meet the burgeoning demands of the EV industry, but this is not as straight forward as it may seem.",{"type":574,"attrs":676,"content":677},{"textAlign":49},[678],{"text":679,"type":579},"Not only do these Tier Two manufacturers need to qualify with the major automakers — a lengthy and high specification process — but they will also need to ensure they can grow their capacity at an increasingly rapid rate without compromising quality.",{"type":574,"attrs":681,"content":682},{"textAlign":49},[683],{"text":684,"type":579},"This speed of expansion is something that Tier One battery makers in Europe have struggled with so far this year.",{"type":574,"attrs":686,"content":687},{"textAlign":49},[688,690,691],{"text":689,"type":579},"With the increasing capacity 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highest quality of cells. New data from Benchmark Mineral Intelligence shows that while forecast demand for lithium ion batteries only begins to exceed capacity in 2029, Tier One cells are going to be in the shortest supply throughout this period, especially as […]",[721],{"slug":562,"name":563,"content":722},{"job_title":565,"image":723,"bio":568,"linkedin":569},{"filename":567},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"764a1386-cf26-4683-8343-96a2200d3075\", \"id\": \"\"}-->","article",[727],{"slug":728,"name":729},"batteries","Batteries","private",{"id":49,"alt":732,"name":732,"focus":732,"title":732,"source":732,"filename":733,"copyright":732,"fieldtype":734,"meta_data":735,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/e1694cf8d7/bm-vw-id3.jpg","asset",{"alt":732,"title":732,"source":732,"copyright":732},"Mar 25, 2020","25th March 2020",[],[],1792773941156]