The challenges of nickel supply in an EV world
Report summary
The dominant lithium-ion battery type for electric vehicles is expected to have a nickel chemistry. Sourcing this quantity of nickel will be a challenge as most of the incremental supply through to 2025 will be [either] ferronickel or nickel pig iron, both of which are unsuitable raw materials for nickel sulphate batteries.
Sean Mulshaw - Principal Analyst, Financial Times
Table of contents
- An EV boom is good for nickel demand
- It's got to be the right type of nickel
-
Primary producers are expanding chemicals capacity
- Recent expansion in Sumitomo Metal nickel chemicals for batteries capacity
- Briquette nickel redirected as nickel powder for NiSO4
- Draw down of nickel briquette stocks
- Are nickel intermediates the new hope?
- Conclusions
Tables and charts
This report includes 3 images and tables including:
- LME nickel stocks dominated by briquettes in SE Asia
- The challenges of nickel supply in an EV world: Image 1
- The challenges of nickel supply in an EV world: Image 2
What's included
This report contains:
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