Insight
Cathode and Precursor: 5 things to look for in 2023
This report is currently unavailable
Report summary
Despite the many challenges of 2022 – not least disruption caused by the war in Ukraine and soaring raw material prices – EV producers and their battery supply chain had a successful year and entered 2023 on a high, with EV sales and underlying CAM demand increasing by 150% in size during the last twelve months. Even though EV penetration had significantly increased by the end of the year, particularly in China, it remains a challenge for the industry in 2023 to sustain this high level of growth and to go further by scaling production across the value chain. We are expecting to see even more competition between producers in the endless race for market share, as cathode and precursor manufacturers try to find a balance between functionality, state-of-the-art technology, and acceptable prices for the customer.
Table of contents
- Oversupply of LFP cathode but tightness in nickel-based cathodes
- More optimised solutions for energy density, driving range, and safety in cathodes
- An end to the supercycle? Cathode and precursor materials prices to fall
- OEM preferences could change once EV subsidies are suspended
- Increasing ESG awareness for all the stages of battery production
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
China's commodity markets: 5 things to look for in 2017
We look ahead to what 2017 could have in store for China's commodity markets and discuss five factors that could surprise the markets.
$950
Commodity Market Report
Global cathode and precursor market strategic planning outlook - Q1 2024
Our latest long-term outlook detailing the global cathode and precursor market
$10,000
Commodity Market Report
Global cathode and precursor short-term outlook February 2024
February 2024 updates for the cathode and precursor markets. Covers; prices, supply, demand, and recent news and events
$5,000