Directory profiles · Battery Business Directory
Organizations mentioned or cited on this 2021 report page. A historical mention does not establish current products, availability or endorsement.
Sources and links on page 49 (6)
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
- https://asia.nikkei.com/Spotlight/Caixin/BYD-to-raise-battery-prices-20-as-lithium-costs-soar-fourfold
- https://www.cnbc.com/2021/10/20/tesla-switching-to-lfp-batteries-in-all-standard-range-cars.html
- https://www.spglobal.com/platts/en/market-insights/latest-news/metals/031721-volkswagens-plan-on-lfp-use-shifts-hydroxide-dominance-narrative-in-ev-sector
- https://www.electrive.com/2021/10/28/daimler-to-use-lfp-cells-from-2024/
- https://investorintel.com/markets/technology-metals/technology-metals-intel/cobalts-time-to-shine-will-come-again/?print=print
- https://publications.jrc.ec.europa.eu/repository/bitstream/JRC123439/roskill-jrc_classi_ni_market_study_identifiers_final.pdf
Text on page 49
Nickel: Demand 6X by 2030, outweighs supply
Lithium: Demand 5X by 2030, outweighs supply
Cobalt supply and demand projections (tons)
Refined nickel supply and battery demand projections (kton)
Global lithium supply and demand projections
Source: Investor Intel
Source: Roskill
Source: Bloomberg
With battery prices falling year on year in the last decade on route to $100/kWh, battery prices have reversed direction abruptly due to material shortages with BYD reporting +20% in their battery prices starting November 2021. Automakers (e.g. Tesla, VW, Daimler) are switching to iron-based cathodes due to the abundance of material and fewer supply shortages. 49
Industry Source: Investor Intel, Roskill, Bloomberg
Extracted from the PDF; charts and images may read imperfectly.
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