Raw & Intermediate Materials: What to expect for 2020
2020 was a tough year for battery materials prices and for battery materials producers and developers. But we think change is in the air for 2020 and here's why: Supply has been the problem in 2019, not demand. In fact demand for battery materials has been motoring along at 15-25% y/y growth rates for much of the year and, if we're right in our view that activity in European EV demand will accelerate next year, that's set to continue or be exceeded in 2020. So if raw material producers are able to sort out the near-term oversupply then we should...
Topics
Cobalt
Graphite
Lithium
Manganese
NCM523
NCM622
NCM811
Nickel
REE
