Supply Chain & Raw Materials
Page 316 of 518Directory profiles · Battery Business Directory
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Diversification Of p/CAM Supply Is Gradually Shifting Regional Battery Material Consumption OPPORTUNITIES
Source: Content & analysis provided courtesy of CRU Group (Distinguished Partner). Showing only major planned pCAM/CAM/AAM bases. ‘Integrated pCAM’ includes precursor iron phosphate and ternary precursor.
Precursor and cathode material production - the first point of consumption for refined battery chemicals - is gradually expanding outside China
Asian producers are pivoting their strategies to capture overseas markets, where they can command higher margins
European and North American trade policies are also aimed at incentivising ex.China supply
The higher costs and investment risks outside China are deterring more profound overseas investments
Therefore, supply clusters are forming in what are seen as low-cost, low-risk countries like South Korea, Morocco, and Indonesia to supply major markets
RISKS
Extracted from the PDF; charts and images may read imperfectly.
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