Commodity Market Report
Global cathode and precursor short-term outlook July 2022
Report summary
As we entered the second half of 2022, prices for nickel, cobalt, and manganese sulphates continued their downward trend all of which expect to see conitnue to fall through Q3. However, lithium remains the only commodity that refused to follow the trend, with spot prices for both battery-grade lithium hydroxide and carbonate moving less than 1% month-on-month in July. Electric vehicle sales hit another all-time record this month, supporting demand momentum that has been picking up since the lifting of covid-related restrictions in China. Despite many fears of global economy slowdown, rising inflation, and remaining uncertainty of developing war in Ukraine, we expect the automotive industry to continue its growth, providing a strong, upward demand trajectory for the whole industry.
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
- Plug-in EV sales in Europe by TOP-5 brands in H1 2022 and H1 2021, ‘000 units
- 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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