AutoTechInsight
EV battery chemistry and material sourcing
This report provides an in-depth analysis of the global supply chain for EV battery raw materials such as lithium, cobalt, nickel, manganese, graphite, and cell components such as cathode active materials (CAM) and and anode active material (AAM). The report also takes a detailed look at the demand outlook for these critical materials and components.
One of the key focus areas for the automotive industry currently is to quickly and smoothly transitioning to the age of electrification. To achieve this, the industry has to rely on a strong battery industry, which itself is dependent on the supply chain of several key raw materials such as lithium, nickel, cobalt, manganese. Some of these materials are not the easiest to source or the most sustainable to produce. The limited number of regions where these materials are found also makes them susceptible to geopolitical risks that could hamper the entire manufacturing process.
The report takes an in-depth look into the current battery material supply chain across the globe and explores how it will evolve over the next few years in all the key markets. It takes into consideration the changing regulatory environment and how it will impact the strategy and investments of cell manufacturers and OEMs toward battery material sourcing.
We are already witnessing new forms of partnerships between OEMs, cell makers, material suppliers, and mining companies that could vastly change the look of the supply chain in the near future.
1. Overview
a) Executive summary
b) Research methodology
c) Introduction
2. Global battery demand
a) Cathode technology and demand
b) Anode technology and demand
3. Global battery material demand
a) Overview
b) Cathode active material
c) Cathode precursor
d) Lithium
e) Cobalt
f) Nickel
g) Manganese
h) Anode active material
i) Graphite
j) Silicon
4. Raw material supply overview
a) Overview
b) CAM
c) pCAM
d) Lithium
e) Cobalt
f) Nickel
g) Manganese
h) AAM
i) Graphite
5. The secondary sources
6. Regulatory framework for material supply chain
7. Conclusion
