
Chinese cell output up 45% in 2024
Chinese cell output (EV+ESS) was up 45% y/y in 2024 at 1.6TWh of production. The end of the year, buoyed by ESS output, was particularly …
Chinese cell output (EV+ESS) was up 45% y/y in 2024 at 1.6TWh of production. The end of the year, buoyed by ESS output, was particularly …
Chilean lithium carbonate exports remained elevated in December at 19.5Kt, amounting to 233.7Kt for the year, and up 24% y/y. Argentinean exports were 6.6Kt in …
Continue reading “Big increase in LatAm lithium carbonate exports in 2024”
The news of CATL’s Jianxiawo mine closure briefly buoyed the lithium market in September, but the fact is that Chinese domestic lithium carbonate output in …
Continue reading “Small output cuts, robust demand, high imports: No support for lithium prices”
Global EV sales were down 7% m/m in July, but that move was very similar to seasonal average moves, so we’re not worrying too much …