Supply Chain Edge: Eyes on the horizon, UK election prospects, the electric bandwagon June 28, 2024 • Our latest supply chain outlook finds that activity growth remains slow and there are considerable uncertainties ahead of peak season ranging from hurricanes to tariffs. We dig into network design alternatives and raise a red flag about corporations’ focus on their supply chain issues.... Read more →
SQM presses on with lithium expansion as export prices slide January 6, 2021 SQM plans to raise $1.1 billion in new capital to support investments in expanding its lithium production in Chile and Australia. While the growth in demand for electric vehicle batteries is set to be significant, there has been a marked decline in lithium prices in 2020. Total Chilean lithium... Read more →
Tesla set to overhaul EV battery supply chains, eventually September 24, 2020 Electric auto and storage manufacturer Tesla provided new details and plans for its automotive production and battery technology at its Sep. 23 “Battery Day”. In terms of vehicles, Tesla plans to expand to 20 million vehicles produced a year by 2030 from 367,500 in 2019. Short-term the pandemi... Read more →