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plant","hunan-yuneng-expands-global-footprint-with-spanish-lfp-cathode-plant","article/hunan-yuneng-expands-global-footprint-with-spanish-lfp-cathode-plant",{"_uid":547,"date":548,"tags":549,"editor":561,"content":571,"excerpt":647,"featured":51,"reporter":648,"_editable":652,"component":653,"seo_title":543,"categories":654,"visibility":668,"author_company":49,"featured_image":669,"seo_description":647,"author_full_name":49,"author_job_title":49,"formattedDate":674,"formattedArticleDate":675},"1fb22f54-16a8-4b11-827f-4a35863b1973","2024-05-01 00:00",[550,553,556,558],{"slug":551,"name":552},"china","China",{"slug":554,"name":555},"europe","Europe",{"slug":557,"name":451},"lfp",{"slug":559,"name":560},"spain","Spain",[562],{"slug":563,"name":564,"content":565},"didi-bostock","Didi Bostock",{"job_title":566,"image":567,"bio":569,"linkedin":570},"Editor - Energy Transition & Economics",{"filename":568},"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":572,"content":573},"doc",[574,581,586,599,604,609,616,621,626,631,642],{"type":575,"attrs":576,"content":577},"paragraph",{"textAlign":49},[578],{"text":579,"type":580},"One of China’s leading LFP cathode producers is planning to enter the European battery supply chain, taking advantage of the growing opportunities presented by burgeoning demand for the iron-based cathode in the region.","text",{"type":575,"attrs":582,"content":583},{"textAlign":49},[584],{"text":585,"type":580},"What has happened?",{"type":575,"attrs":587,"content":588},{"textAlign":49},[589,597],{"text":590,"type":580,"marks":591},"The Benchmark Lithium ion Battery Forecast",[592],{"type":593,"attrs":594},"link",{"href":595,"uuid":49,"anchor":49,"target":49,"linktype":596},"https://www.benchmarkminerals.com/price-assessments/lithium-ion-batteries/portal/","url",{"text":598,"type":580}," projects European LFP cell production to reach 47 GWh by 2030. The continent’s LFP cathode supply meanwhile is only set to rise to 19 GWh over the same period – a supply shortfall of around 60%.",{"type":575,"attrs":600,"content":601},{"textAlign":49},[602],{"text":603,"type":580},"This supply gap represents an economic opportunity for Chinese cathode producers. Unlike the US, the EU currently does not impose limits on Chinese involvement in its battery supply chain. Rather the EU’s Critical Raw Mineral Act (CRMA) legislates an applicable percentage of critical raw material extraction, processing and recycling that must take place within the bloc.",{"type":575,"attrs":605,"content":606},{"textAlign":49},[607],{"text":608,"type":580},"Benchmark forecasts 29% and 30% of European cathode and cell supply respectively to originate from facilities owned by Chinese companies by the end of the decade.",{"type":610,"attrs":611,"content":613},"heading",{"level":612,"textAlign":49},4,[614],{"text":615,"type":580},"Chinese cathode producers target Europe",{"type":575,"attrs":617,"content":618},{"textAlign":49},[619],{"text":620,"type":580},"Yuneng’s move forms part of a broader trend of Chinese battery cathode manufacturers intensifying investment into production capacity overseas – capitalising on growing demand for LFP cells in ex-China markets. ",{"type":575,"attrs":622,"content":623},{"textAlign":49},[624],{"text":625,"type":580},"Policies designed to strengthen supply chain security in the West, such as the US Inflation Reduction Act (IRA) and EU’s Critical Raw Materials Act (CRMA), are mandating that lithium ion battery and other clean energy technology supply chain’s diversify from China through stringent market entry regulations. ",{"type":575,"attrs":627,"content":628},{"textAlign":49},[629],{"text":630,"type":580},"Chinese cathode investments in overseas markets are aimed at ensuring compliance with these incoming policy regimes, with Yuneng’s counterparts pursuing similar investments in France, Morocco, and South Korea. ",{"type":575,"attrs":632,"content":633},{"textAlign":49},[634,640],{"text":635,"type":580,"marks":636},"Morocco has attracted a flurry of investment from cathode producers, due to its privileged status as an EU and US free trade agreement (FTA) partner.",[637],{"type":593,"attrs":638},{"href":639,"uuid":49,"anchor":49,"target":49,"linktype":596},"https://source.benchmarkminerals.com/article/how-saudi-arabia-and-morocco-are-shaping-the-ev-battery-supply-chain",{"text":641,"type":580}," $700 million has been pledged in battery materials plants in the North African country, which could take Morocco’s cathode production capacity to around a quarter of the cathode requirements of EU-based battery gigafactories by 2030.",{"type":575,"attrs":643,"content":644},{"textAlign":49},[645],{"text":646,"type":580},"The North African country also plays host to around 70% of the world’s known reserves of phosphate resources, making it a particularly attractive prospect for LFP cathode investments. The close proximity to Morocco’s phosphate reserves are likely to have been a determining factor for Yuneng in deciding upon Spain for its latest investment.","One of China’s leading LFP cathode producers is planning to enter the European battery supply chain, taking advantage of the growing opportunities presented by burgeoning demand for the iron-based cathode in the region. What has happened? The Benchmark Lithium ion Battery Forecast projects European LFP cell production to reach 47 GWh by 2030. The continent’s […]",[649],{"slug":563,"name":564,"content":650},{"job_title":566,"image":651,"bio":569,"linkedin":570},{"filename":568},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"1fb22f54-16a8-4b11-827f-4a35863b1973\", \"id\": \"\"}-->","article",[655,658,660,663,665],{"slug":656,"name":657},"batteries","Batteries",{"slug":659,"name":298},"cathode",{"slug":661,"name":662},"gigafactories","Battery & Gigafactory",{"slug":664,"name":8},"lithium",{"slug":666,"name":667},"phosphate","Phosphate","private",{"id":49,"alt":670,"name":670,"focus":670,"title":670,"source":670,"filename":671,"copyright":670,"fieldtype":672,"meta_data":673,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/d296f8bfd8/bm-french-ev.jpg","asset",{"alt":670,"title":670,"source":670,"copyright":670},"May 01, 2024","1st May 2024",[],[],1784561568016]