Commodity Market Report
Global cathode and precursor short-term outlook October 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
Sulphate prices for all major metals in October decreased compared to September levels. This resulted in price correction for precursor and CAM materials. Prices are expected to remain at a similar level for the next 6 quarters. With the remaining strong underlying demand, we're expecting producers to scale up production to meet increasing requirements for (p)CAM materials. Record high EV sales in September will push producers to further increase producition.
Table of contents
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Precursor materials price
- Chinese precursor manufacturer, Jinchuan develops LFP production facility
- Fangyuan New Materials to expand precursor capacity
- 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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NCM cathode materials price forecast, thousand $US/tTotal automotive sales, M unitsPlug-in EV sales regional break, ‘000 unitsJan–Sep 2022 top five automotive group sales by region, ‘000 unitsThe average 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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