Commodity Market Report
Global lithium strategic planning outlook - Q1 2023
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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
The lithium market is emerging from a period of supply deficit and moving towards a market in surplus. This move is resulting in the current correction of lithium prices. The lithium industry continues to be unparalleled in terms of growth and evolution. This strategic planning outlook for the first quarter of 2023 provides a review of current changes in the lithium industry against the backdrop of a long-term view to 2050, in terms of: * supply developments * demand outlook, including EVs, cathode chemistry and lithium demand * price outlook in nominal and real terms
Table of contents
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Market and price
- Market balance
- Price outlook
- Demand
- Supply
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Market balance outlook
- Lithium chemical market balance outlook
- Battery-grade lithium chemicals market balance outlook
- Spodumene concentrate market balance
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Price outlook
- Battery-grade lithium hydroxide
- Battery-grade lithium carbonate
- Technical-grade lithium hydroxide
- Technical-grade lithium carbonate
- Chemical-grade spodumene concentrate
- Incentive price outlook for lithium carbonate
- Incentive price outlook for spodumene concentrate
- Lithium chemical demand outlook
- Spodumene concentrate demand outlook
- Rechargeable battery outlook
- Industrial market outlook
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Lithium chemical outlook
- Lithium chemical supply and conversion capacity
- Lithium chemical supply and conversion output
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Mineral concentrate outlook
- Mineral concentrate capacity
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Recycling
- Outlook
- Recycling from automotive batteries
Tables and charts
This report includes the following images and tables:
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Lithium chemical demand and EV penetration forecastMine capacityMine supply
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Lithium chemicals supplyICE vehicle contribution to global vehicle salesSummary cathode chemistryLithium demand by end-useLithium demand by productMineral concentrate demand by productLi-ion battery demand by end-useLithium demand from industrial sectorsAnnual supply and demand growth rates
- 32 more item(s)...
What's included
This report contains:
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