It’s great to see that lithium chemical inventory levels have been falling in recent months in China as EV production, cell production and cathode production …
Continue reading “Raw materials inventory levels falling in China”
Global EV sales rose 13% m/m in May, exceeding 1m units for only the fifth time ever. They are now up 41% y/y YTD, their …
Australian spodcon exports bounced 50% m/m in May, but still haven’t cracked on to the levels one may have expected given the substantial expansion projects …
Continue reading “Australian spodcon exports up but still depressed”
Global EV sales were down 15% m/m in April, although anecdotal reports suggest that May saw an improvement. The major impact was in Europe where, …
Continue reading “April EV sales slow sequentially after strong March”
