Commodity Market Report
Global cathode and precursor short-term outlook October 2022
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 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
- Jan–Sep 2022 top five automotive group sales by region, ‘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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