Commodity Market Report
Global cathode and precursor market strategic planning outlook - Q1 2023
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The EV industry is witnessing rapid growth, with China's commitment to EV adoption and US government support for the local supply chain. However, challenges like infrastructure development and battery technology evolution persist. The global precursor market is projected to grow rapidly, but supply may struggle to keep up with demand by 2050. Governments' policies encourage EV adoption and reduce greenhouse gas emissions, contributing to increased demand. The industry must focus on sustainable sourcing of raw materials, recycling, and vertical integration.
Table of contents
- Market outlook
- Demand
- Supply
- ESG
Tables and charts
This report includes 5 images and tables including:
- Global ternary precursor supply/demand balance, Mt
- Global cathode active material supply/demand balance, Mt
- Global cathode active material demand by end-use, Mt
- Global cathode active material supply, Mt
- China provinces grid emission intensity map with related precursor and cathode active material production
What's included
This report contains:
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