Commodity Market Report

Global cathode and precursor market strategic planning outlook - Q1 2023

Get this report


You can pay by card or invoice

For details on how your data is used and stored, see our Privacy Notice.

- FAQs about online orders
- Find out more about subscriptions

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:

  • Document

    Global C&P SPO Q1 2023.pdf

    PDF 674.54 KB