Global lithium strategic planning outlook - Q1 2023
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
-
Market and price
- Market balance
- Price outlook
- Demand
- Supply
-
Market balance outlook
- Lithium chemical market balance outlook
- Battery-grade lithium chemicals market balance outlook
- Spodumene concentrate market balance
-
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
-
Lithium chemical outlook
- Lithium chemical supply and conversion capacity
- Lithium chemical supply and conversion output
-
Mineral concentrate outlook
- Mineral concentrate capacity
-
Recycling
- Outlook
- Recycling from automotive batteries
Tables and charts
This report includes 44 images and tables including:
- Lithium chemical demand and EV penetration forecast
- Mine capacity
- Mine supply
- Lithium chemicals supply
- ICE vehicle contribution to global vehicle sales
- Summary cathode chemistry
- Lithium demand by end-use
- Lithium demand by product
- Mineral concentrate demand by product
- Li-ion battery demand by end-use
- Lithium demand from industrial sectors
- Annual supply and demand growth rates
- Lithium market balance
- Annual contract price forecast, US$/t (real, 2023$)
- 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
- Battery-grade lithium hydroxide price outlook (US$/t, real 2023)
- Battery-grade lithium carbonate prices (US$/t, real 2023)
- Technical-grade lithium hydroxide prices (US$/t, real 2023)
- Technical-grade lithium carbonate prices (US$/t, real 2023)
- Chemical-grade spodumene concentrate prices, (US$/t, real 2023)
- Incentive price outlook, lithium carbonate (2030) at 20% IRR*
- Incentive price outlook, spodumene concentrate (2030) at 20% IRR*
- Refined capacity by country
- Refined capacity by integration
- Refined capacity by raw material source
- Refined supply by classification
- Refined supply by country
- Refined supply by company
- Top five producers of refined lithium (2023)
- Top five producers of refined lithium (2033)
- Refined battery-grade supply by process
- Mine capacity by classification
- Mine capacity by type
- Mine capacity by country
- Mine supply by classification
- Mine supply by country
- Mine supply by type
- Mine supply by company
- Recycled lithium chemical supply
What's included
This report contains:
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