Commodity Market Report
Global cathode and precursor short-term outlook January 2023
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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
The dust has settled on a successful year of record electric vehicle (EV) penetration and battery material production, and New Year bringing new challenges to the supply chain with uncertainty remaining regarding the effect of EV subsidy cuts in China, and the potential effect of IRA in the USA. OEMs being forced to compete on a pure-market basis will be forced to move to a price war. The good news is that expectations on the market are it will be affordable for major producers, so we're definitely not expecting a collapse of EV sales, however, smaller companies and newcomers will be in the "make-or-brake" situation and forced to cut costs and make an all-in bet expecting their product will be met with appreciation by customers.
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/t2022 sales of EV with a plug by OEM group, and respectively installedTotal 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
This report contains:
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