Weaker China EV sales growth weighs on the whole
Global EV sales were up 19% y/y in April and are up 26% for the YTD. While this remains a robust rate of growth, the …
Continue reading “Weaker China EV sales growth weighs on the whole”
Global EV sales were up 19% y/y in April and are up 26% for the YTD. While this remains a robust rate of growth, the …
Continue reading “Weaker China EV sales growth weighs on the whole”
The GFEX lithium price briefly traded below Rmb60,000/t (US$8.3/kg) at the end of May. Prior to the most recent move down, the support level had …
Continue reading “Lithium prices keep falling. Where will it end?”
A lot of questions around this month on what Europe needs to do to catch up with and compete with China in the battery value …
Continue reading “What does Europe need to do to compete with China on batteries?”
That’s what the data seem to suggest anyway. SMM data suggests that cell output, which has been expanding every month since February may have plateaued …