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How high could raw material prices rise? More than the auto industry thinks

Posted on - 11 Aug 2020

Category - Features

With prices for most battery raw materials banging around at bargain basement levels but a significant demand recovery just around the corner, we decided to investigate just how much prices could actually increase in a demand recovery? And our analysis is bad news for battery producers and consumers because it’s more than you would think. We looked at a previous demand take-off, the China Fixed Asset Investment event in 2002-07. Based on what we saw in 2002-07, we believe it is not impossible to see battery raw materials prices increasing by at least four times from current levels.

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