Commodity Market Report
Global lithium strategic planning outlook – Q1 2022
Report summary
The global lithium strategic planning outlook for Q1 2022 contains an update to the supply outlook incorporating the latest changes and expansion announcements by global lithium companies. We have also updated our demand outlook with changes specifically in the automotive segment. Additional supply will initially not be sufficient to meet growing demand but with a number of new projects scheduled to commission in the coming years, we forecast a supply surplus for lithium chemicals in general. The current price environment, update to both our supply and demand outlook as well as a review of our incentive price model has resulted in an update to our long term price outlook.
Table of contents
- Historic prices
- Current price landscape
-
Price outlook
- Battery-grade lithium hydroxide
- Battery-grade lithium carbonate
- Technical-grade lithium hydroxide
- Technical-grade lithium carbonate
- Chemical-grade spodumene concentrate
-
Market balance outlook
- Lithium chemical market balance outlook
- Battery-grade lithium chemical market balance outlook
- Mineral concentrate market outlook
- Key risks to market balance
-
Demand outlook
- Lithium chemical demand outlook
- Mineral concentrate demand outlook
-
Supply outlook
- Lithium chemical supply outlook
- Mineral concentrate supply outlook
- Key risks to the outlook
-
Rechargeable Li-ion batteries
- Lithium demand in automotive use
- Lithium demand in automotive by region
- Lithium demand in ESS
- Lithium demand in portable electronics
- Li-ion batteries in power applications
- Lithium demand in motive applications
- Industrial markets
-
Lithium chemical supply and conversion capacity
- Chinese production capacity
-
Lithium chemical supply and conversion output
- Refined lithium compound supply
- Lithium reprocessing
- Lithium chemical cost
-
Mineral concentrate
- Mineral concentrate capacity
- Mineral concentrate output
- Mineral concentrate cost
-
Recycling
- Outlook
- Recycling from automotive batteries
- Abbreviations
-
Methodology
- Price
- Balance
- Demand
- Supply
-
Recycling
- Benefits of recycling Li-ion batteries
- Challenges of recycling Li-ion batteries
- Economic challenge
- Technical challenge
- Scaling and timing challenge
- Li-ion battery recycling process
- Sorting
- Pre-treatment
- Materials separation & metal recovery
- Pyrometallurgical processing
- Hydrometallurgical processing
- Historic data
Tables and charts
This report includes 69 images and tables including:
- Historic lithium price outlook (contract, US$/t, real 2022)
- Lithium demand by market
- Li-ion battery demand by end-use
- Lithium demand in the ESS sector by product
- Lithium demand in the portable sector by product
- Lithium demand in the power sector by product
- Lithium demand in the motive sector by product
- Lithium demand from industrial sectors
- Refined capacity by country
- Refined capacity by integration
- Refined capacity by raw material source
- Prices
- Demand
- Refined supply
- Refined capacity
- Mineral concentrate supply
- Mineral concentrate capacity
- Battery-grade lithium hydroxide price outlook (US$/t, real 2022)
- Battery-grade lithium carbonate prices (US$/t, real 2022)
- Technical-grade lithium hydroxide prices (US$/t, real 2022)
- Technical-grade lithium carbonate prices (US$/t, real 2022)
- Chemical-grade spodumene concentrate prices, (US$/t, real 2022)
- Lithium chemical balance, base case
- Lithium chemical balance, all case
- Battery-grade lithium chemical balance, base case
- Battery-grade lithium chemical balance, all case
- Spodumene concentrate balance, base case
- Spodumene concentrate balance, all case
- ICE vehicle contribution to global vehicle sales
- Global vehicle sales by powertrain
- Passenger BEV and PHEV penetration by selected regions
- Summary cathode chemistry
- Lithium demand by end-use
- Lithium demand by product
- Mineral concentrate demand by product
- Refined supply by country
- Refined supply by company
- Mine supply by country
- Vehicle forecast by drive-train
- Lithium demand in automotive by product
- Lithium demand by region in the automotive sector
- Refined supply by classification
- Refined supply by country
- Top five producers of refined lithium (2021)
- Top five producers of refined lithium (2030)
- Refined supply by company
- Refined battery-grade supply by process
- Lithium hydroxide cost curve, 2025
- Lithium brine cost curve, 2025
- Forecast mine nameplate capacity by company
- Mine capacity by type (2021)
- Mine capacity by type (2030)
- Mine capacity by classification
- Mine capacity vs converter requirements
- Mine supply by type
- Mine supply by company
- Spodumene concentrate cost curve, 2025
- Recycled lithium chemical supply
- Project discount factor
- The global pre-processing capacity of Li-ion batteries in 2025
- Global materials recovery capacity of Li-ion batteries in 2025
- Global materials recovery capacity of Li-ion batteries in 2025
- Li-ion battery demand and end-of-life (EoL), 2020-2050
- Commercial processes for Li-ion battery recycling
- Process diagram of a generic pyrometallurgical recycling process
- Process diagram of a generic hydrometallurgical recycling process
- Recoverable materials via different technologies
- Comparison of different Li-ion battery recycling methods
What's included
This report contains:
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