Commodity Market Report
Global cathode and precursor short-term outlook December 2022
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 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
- Cathode materials price forecast, thousand $US/t
- Global plug-in EV vehicle sales by powertrain, M units, and penetration
- Total automotive sales, M units
- Plug-in EV sales regional break, thousand units
- The average plug-in EV 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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