Battery Raw Materials: 5 things to look for in 2020 Report

Insight 21 January 2020

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Report summary

Many in the battery raw materials market would probably rather see the back of 2019. A year characterised largely by falling prices and disappointing performances from both the EV and consumer electronics sectors. Yet interest around electrification shows no signs of slowing. The value chain of a new ‘green’ automotive industry is being built, from mines and refineries through to cell and pack manufacturing. It’s still early days but investments and deals made in the coming months will be critical to EV adoption potential over the next decade. We highlight 5 things we will be watching closely in 2020.

Executive Summary
- 1. Key EV markets to start growing again
- 2. Bigger and better batteries
- 3. Lithium – another poor year
- 4. Cobalt – can we fill the gap?
- 5. Graphite – after the Balama drama