Commodity Market Report
Global cathode and precursor short-term outlook Novermber 2022
Report summary
Record high electric vehicle sales supporting increasing production for battery materials all across the value chain. Plug-in EV penetration rate remains in the range of 30% for the past 3 months, and with the typical record-high seasonal sales increase we would expect elevated demand for the rest of the year and further in 2023. Even with the rumors of EV subsidies termination sooner than expected, CAM demand is expected to grow by 28% in 2023 powering transport electrification in China, as well as the rest of the world.
Table of contents
- Precursor materials price
- Supply & Demand
- Supply chain
- Recycling
Tables and charts
This report includes 14 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
- Total automotive sales, M units
- Plug-in EV sales regional break, ‘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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