Commodity Market Report
Global cathode and precursor short-term outlook August 2022
Report summary
Sulphate prices in August showed mixed dynamics, while nickel prices went up, while cobalt and manganese declined. This resulted in relatively stable precursor and CAM prices. Prices are expected to remain at a similar level for the next 6 quarters. With the remaining electrification trend, particularly in North America, along with other regions we're expecting steadily increasing both demand and supply.
Table of contents
- Precursor materials price
- Supply & Demand
- Supply chain
- Recycling
Tables and charts
This report includes 15 images and tables including:
- NCM precursor materials price, thousand $US/t
- NCM precursor materials price forecast, thousand $US/t
- Cathode materials price, thousand $US/t
- NCM cathode materials price forecast, thousand $US/t
- Total automotive sales, M units
- Plug-in EV sales regional break, ‘000 units
- Tesla and BYD YTD plug-in EV sales and installed capacity, ‘000 units/GWh
- The average battery size index, Jan 2019 = 100
- Automotive segment cathode consumption in sold cars, kt of cathode material
- Global cathode supply by type, kt
- Global precursor supply by type, kt
- Imports and exports of NCM (China)
- Imports of NCM from China
- Imports and exports of PNCM (China)
- Imports and exports of PNCA (China)
What's included
This report contains:
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