Industry: EV & mobility

ADI’s blog series examines the refining industry in Latin American import-reliant nations, including Brazil, Mexico, Chile, and Ecuador. The latest installment focuses on Peru, drawing from their study, “Market Outlook for U.S. Refined Products Exports to Latin America.”

Silver’s main domestic use in 2020 was electrical and electronics (28%), surpassing jewelry and silverware (26%). Its industrial applications, including pharmaceuticals and solar cells, are driven by its superior conductivity and resistance properties.

In the October 2021 edition of the ADI newsletter, we examined evolving dynamics in energy and materials markets with a focus on sustainability and future demand. This issue featured an outlook on asphalt market growth in emerging economies as refiners seek alternative revenue streams. We also assessed the environmental challenges facing lithium mining for electric […]

Lithium mining, particularly in Argentina and Chile’s salt flats, faces scrutiny due to its water-intensive nature and potential link to increased droughts, raising environmental sustainability concerns. 1 To mitigate “dirty” lithium mining, electric vehicle battery manufacturers need to explore “clean” alternative sourcing methods.  

Concerns over potential supply shortages and price volatility, stemming from China’s significant control over rare earth metal exports (80% in 2019) and historical instances of export restrictions, are prompting governments and private entities to pursue new projects and diversify sourcing to reduce reliance on China. 1  

Nickel is a critical mineral with ~70% of current demand being dominated by stainless steel followed by 25% for manufacture of alloys, special steels, and coatings, and 5% for electric batteries. While demand from stainless steel and alloys will likely remain robust in the medium-term, significant demand growth is expected to arise from nickel’s application […]

The projected surge in clean energy technologies (EVs, batteries, energy storage, and clean power) over the next decade will dramatically increase demand for critical minerals like copper, nickel, cobalt, lithium, manganese, graphite, and REEs, making their adequate supply crucial. The application and demand growth for these minerals will vary across technologies.

Manganese is mainly used in steel production, but its use in EV batteries, especially in cobalt-free designs like LMO (61% cathode) and NMC (20-30% cathode), presents a growth opportunity.

In the August 2021 edition of the ADI newsletter, we examined the uncertain future of jet fuel markets amid both immediate setbacks and structural long-term shifts. We also spotlight the growing role of landfill-to-energy projects, particularly renewable natural gas, in the broader energy transition. Finally, we looked at the critical role of copper in supporting […]

Copper is an important metal that we heavily rely on for power, lighting, heating, communications, and more. It conducts both heat and electricity very well, and it can be formed and stretched into complex surfaces without breaking due to its high ductility and malleability. These physical properties make copper highly favorable for electrical equipment and […]

ADI Analytics has launched a multi-client study on Critical Minerals and the Energy Transition, offering insights on supply-demand trends, country-level risks, investment needs, recycling potential, mining innovations, and policy impacts to help stakeholders navigate the growing role of critical minerals in clean energy technologies. Critical minerals are metals and non-metals that are considered vital for […]

Electrification of the transportation sector is one of the frontrunners of the energy transition and is supported and enabled by EV charging infrastructure.