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Japan moving toward net import position in lithium-ion batteries

Posted on - 08 Aug 2019

Category - Trade & Demand

Japan continued to move towards a net import position in lithium-ion batteries in June as weak production and growing demand impacted regional balances. Japanese LIB output is down 37% y/y YTD May while net exports are down 31% y/y YTD June. While Japanese companies have invested in capacity offshore, the Koreans and Chinese have stolen a March, leaving Japanese companies to play catch-up. For further information and analysis, see the August issue of Battery Materials Review.

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Topics

Batteries China Japan Korea LIB