Commodity Market Report
Global cathode and precursor short-term outlook December 2022
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
November EV sales set another all-time record supporting increasing production for battery materials all across the value chain. EV penetration in China reached almost 40% in November, while European and Nort American EV penetration is holding around 25% and 8% respectively. We're expecting EV penetration to reach 13% in 2022, while by 2032 plug-in EV share will increase almost threefold to 38% requiring all steps of the production chain to rapidly scale.
Table of contents
- Precursor materials price
- Supply & Demand
- Supply chain
- Recycling
Tables and charts
This report includes the following images and tables:
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NCM precursor materials price, thousand $US/tNCM precursor materials price forecast, thousand $US/tCathode materials price, thousand $US/t
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Cathode materials price forecast, thousand $US/tGlobal plug-in EV vehicle sales by powertrain, M units, and penetrationTotal automotive sales, M unitsPlug-in EV sales regional break, thousand unitsThe average plug-in EV battery size index, Jan 2019 = 100Automotive segment cathode consumption in sold cars, kt of cathode materialGlobal cathode supply by type, ktGlobal precursor supply by type, ktImports and exports of NCM (China)
- 3 more item(s)...
What's included
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