What do we expect for H2/24?
When we recapped our 2023 outlook at the end of last year, it made for chastening reading. Now it’s time to look at our 2024 outlook in the context of the past six months and refine it for the second half. Or, in some cases, just change it up! Because, we have to admit, we were wrong in some areas, and we have refined our thinking further in others. Particularly those areas around how low certain materials prices could go… As we head into the second half of 2024, lots of questions remain unanswered. How secure is our EV sales...
Topics
2024
Anode Materials
BEV
Cathode
Cobalt
Demand
ESS
EVs
Global economy
Graphite
Lithium
Manganese
Nickel
Outlook
PHEV
Supply
