While you may notice more electric vehicles on the road today than ever before, the technology is now making its way to miners, the companies extracting the critical minerals needed to build EVs, ensure adequate global food supply, etc. A new contract to supply battery electric vehicles to the Jansen potash project (potentially the world’s largest potash mine) expects to slash carbon emissions in half compared to its peers. What if we could apply this technology to miners in the EV industry, creating a full circle sustainable supply chain?
BHP’s Jansen potash project is expected to be the largest of its kind, with initial capacity forecasts of 4.3 to 4.5 Mtpa.
Potash is often found in fertilizer and is a rich source of potassium, a mineral essential for our health. Since potassium is not produced by the body naturally, it must be consumed through food. Potash is the most commonly used potassium fertilizer, but over 70% is based on conventional underground mining that uses heavy-duty equipment to extract it.
Although underground mining can release half the CO2 emissions of open-pit mining, the company is taking it further by introducing several battery electric vehicles.
Normet Canada, the mining company behind the project, was awarded a new contract to use battery electric vehicles at the Jansen potash project, including 10 underground EV loaders and one electric tethered loader.
With these heavy-duty electric vehicles, BHP says the Jansen project is forecast to reduce CO2 emissions by 50% compared to the Saskatchewan potash mine.
The electric vehicle deliveries are expected to begin in March 2023 and run through 2024, which will work perfectly as the miners aim to start production in 2026.
Like potassium is critical for humans, electric vehicles also require certain minerals such as lithium and nickel. These miners are looking for ways to build on the momentum electric vehicles are establishing in reducing carbon emissions, completing a complete sustainability supply chain. Several companies are now working to make this a reality.
Miners using electric vehicles can complete the sustainability supply chain
Almost every automaker has set its intentions to scale production of its electric vehicles to meet the growing demand for zero-emission cars while setting carbon reduction targets.
For example, GM is going all-electric by 2035, Ford looks to produce 2 million EVs annually by 2026, and Volkswagen plans to be fully electric in Europe by 2035, while North America follows.
Tesla, only selling electric cars, continues breaking records with 343,000 EVs delivered in Q3 on its way to producing 20 million annually.
However, getting to these numbers will require mining. A few companies have already begun working to build a sustainable EV supply chain.
Snow Lake Lithium outlined its plans in February to develop the world’s first all-electric lithium mine, one of the most critical minerals used to build EV batteries. The mining company’s CEO said at the time if you are going to mine for these resources that will be used to protect the environment, then obtaining them must also be done in a sustainable matter.
The company is working with Meglab, an electrical equipment provider and mining solutions company, to make the dream a reality.
There are operations around the world working to reduce emissions in the mining sector. In July 2021, Opibus (now ROAM) converted a Toyota Land Cruiser fitted with an electric powertrain to use a mining vehicle.
Miners using electric vehicles can significantly reduce the heat and carbon exposure they typically experience with diesel-powered equipment. Furthermore, EV mining technology can cost less as it requires less ventilation and cooling.
The point is, as the auto industry transitions to electric vehicles, companies are figuring out ways to build on the momentum EVs are establishing in reducing emissions. If miners get on board, it will come full circle, creating a complete sustainable EV supply chain.
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National Grid Renewables has broken ground on its 100 MW Apple River Solar Project in Polk County, Wisconsin.
The Wisconsin solar farm, which will use US-made First Solar Series 6 Plus bifacial modules, will be constructed by The Boldt Company, creating 150 construction and service jobs. Apple River Solar will generate over $36 million in direct economic benefits over its first 20 years.
Once it comes online in late 2025, Apple River Solar will supply clean energy to Xcel Energy, which serves customers throughout the Upper Midwest. According to National Grid Renewables, the solar farm will generate enough energy to power around 26,000 homes annually. It will also offset about 129,900 metric tons of carbon dioxide emissions each year – equivalent to taking 30,900 cars off the road.
“We are excited to see this project begin as it underscores our dedication to delivering clean, reliable and affordable energy to our customers,” said Karl Hoesly, President, Xcel Energy-Wisconsin and Michigan. “This project is an important step in those goals while bringing significant economic benefits to Polk County and the local townships.”
Electrekreported in February that Xcel Energy, Minnesota’s largest utility, expects to cut more than 80% – and possibly up to 88% – of its emissions by 2030, putting it on track to hit Minnesota’s goal of net zero by 2040. It also says it’s on track to achieve its clean energy goals for all the Upper Midwest states it serves – Minnesota, Wisconsin, North Dakota, South Dakota, and Michigan.
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Tesla has announced that it will finally deliver 500 kW charging as it is about to install its long-awaited V4 Supercharger cabinets.
The rollout of Supercharger V4 has been a strange one, to say the least.
Tesla has been deploying the new charging stations for two years and calling them “Supercharger V4”, but it has only been deploying the charging stalls.
Supercharger stations are made of two main parts: the stalls, which are where the charging cable is located, and the cabinets, which are generally located further back and include all the power electronics.
For all these new “Supercharger V4”, Tesla was actually using Supercharger V3 cabinets. This has been limiting the power output of the charging stations to 250 kW – although
Today, Tesla officially announced its “V4 Cabinet”, which the automaker claims will enable of “delivering up to 500kW for cars and 1.2MW for Semi.”
Here are the main features of the V4 Cabinet as per Tesla:
Faster charging: Supports 400V-1000V vehicle architectures, including 30% faster charging for Cybertruck. S3XY vehicles enjoy 250kW charge rates they already experience on V3 Cabinet — charging up to 200 miles in 15 minutes.
Faster deployments: V4 Cabinet powers 8 posts, 2X the stalls per cabinet. Lower footprint and complexity = more sites coming online faster.
Next-generation hardware: Cutting-edge power electronics designed to be the most reliable on the planet, with 3X power density enabling higher throughput with lower costs.
Tesla reports that its first sites with the new V4 Cabinets are going into permitting now. The company expects its first sites to open next year.
We recently reported about Tesla’s new Oasis Supercharger project, which includes larger solar arrays and battery packs to operate the charging station mostly off-grid.
Early in the deployment of the Supercharger network, Tesla promised to add solar arrays and batteries to all Supercharger stations, and Musk even said that most stations would be able to operate off-grid.
While Tesla did add solar and batteries to a few stations, the vast majority of them don’t have their own power system or have only minimal solar canopies.
Back in 2016, I asked Musk about this, and he said that it would now happen as Tesla had the “pieces now in place” with Supercharger V3, Powerpack V2, and SolarCity:
It took about 8 years, but it sounds like the pieces are now getting actually in place with Supercharger V4, Megapacks, and this new Oasis project.
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Hyundai has a new secret weapon it’s about ready to unleash. To revamp the brand in China and counter BYD’s surge, Hyundai is launching a new AI-powered EV next year. The new model will be Hyundai’s first dedicated electric car for the world’s largest EV market.
With the help of Haomo, a Chinese autonomous startup, Hyundai will launch its first EV equipped with generative AI. It will also be its first model designed specifically for China.
A Hyundai Motor official said (via The Korea Herald) the company is “working to load the software” onto the new EV model, “which will be released in the Chinese market next year.” The spokesperson added, “The level of autonomous driving is somewhere between 2 and 2.5.”
In comparison, Tesla’s Autopilot is considered a level 2 advanced driver assistance system (ADAS) on the SAE scale (0 to 5), meaning it offers limited hands-free features.
With Autopilot, you still have to keep your eyes on the road and hands on the steering wheel, or the system will notify you and eventually disengage.
Haomo’s system, DriveGPT, unveiled last spring, takes inspiration from the OpenAI’s popular ChatGPT.
The system can continuously update in real-time to optimize decision-making by absorbing traffic data patterns. According to Haomo, DriveGPT is used in around 20 models as it looks to play a bigger role in China.
Hyundai hopes new AI-powered EV boosts sales in China
Electric vehicle sales continue surging in China. According to Rho Motion, China set another EV sales record last month with 1.2 million units sold, up 50% from October 2023.
Over 8.4 million EVs were sold in China in the first ten months of 2024, a notable 38% increase from last year.
BYD continues to dominate its home market. According to Autovista24, BYD accounted for 32.9% of all PHEV and EV (NEV) sales in China through September, with over half of the top 20 best-selling EV models.
Tesla was second with a 6.5% share of the market, but keep in mind these numbers only include plug-in models (PHEV).
Like most foreign automakers, Hyundai is struggling to keep up with the influx of low-cost electric models in China. Beijing Hyundai’s sales have been slipping since 2017. Through September, Korean automaker’s share of the Chinese market fell to just 1.2%.
According to local reports, Hyundai is partnering with other local tech companies like Thundersoft, a smart cockpit provider, and others in China to power up its next-gen EVs
With its first AI-powered EV launching next year, Hyundai hopes to turn things around in the region quickly. The new model will be one of five to launch in China through 2026.
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