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Battery

Global Lithium Ion Battery Raw Materials Market Trend and Forecast(~2025)
  • Publishing Date : 2017-09-07
  • Published cycle : Special
  • Page :  130p

(Li., Ni., Co., Mn. and so on )

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Lithium carbonate price has surged by more than 70% over the past two years, and Cobalt price has jumped up by 130% since 2016. Furthermore, Nickel prices have also been rising for the eighth consecutive weeks, marking a two-year high.

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With the growth of the electric vehicle market, the demand for lithium secondary batteries has shown a steady increase. Among various oxides, lithium has been used as a cathode material for secondary batteries with other metals such, including Copper and aluminum. Nickel, cobalt, manganese, and aluminum are primarily used for battery cathode? with different ratios. Other raw materials for secondary batteries include aluminum foil for cathode plate, copper foil for anode plate, and can or pouch depending on the types of batteries.

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One unit of Tesla model S consumes 7.7 Kg of lithium, 53.5 Kg of nickel, 10 Kg of cobalt and 26.6 Kg of copper. An appropriate supply of these raw materials is essential to support the rapidly growing electric vehicle market. Unfortunately, the supply of some of the raw materials is expected to be unable to meet the increasing demand. In a worst-case scenario, the production of lithium secondary batteries and electric vehicles may be limited by the shortage of raw material supply. For this reason, not only battery makers but electric vehicle industry are paying close attention to the price and supply-demand balance of raw materials. Proper measures ensuring a stable supply of raw materials should be prepared in advance.

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In this report, the contents of primary materials in lithium secondary batteries are examined. In addition, availability of raw materials, recyclability, relevance to lithium batteries, regional distribution of vendors and producers are analyzed in detail. Finally, the expected battery demand increase, current raw material market status, and projected supply increase are analyzed to present a forecast for demand and supply of the raw materials by 2025.

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1. Lithium Ion Secondary Battery

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1.1 Lithium Ion Secondary Battery Overview

1.2 Principle of Lithium Ion Secondary Batteries

1.3 Structure and Material of Lithium Ion Secondary Batteries

1.4 Cathode Materials

1.5 Cathode Material Types

1.6 Anode Materials

1.7 Materials for Electrode Plate?

1.8 Lead Tap Materials

1.9 Can and Cap Assembly Materials

1.10 Pouch Materials

1.11 Electrolytes

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2. Configuration and Primary Raw Materials of Lithium Ion Secondary Batteries

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2.1 Raw Materials for Each Component

2.2 Cathode Components

2.3 Cathode Raw Materials and Their Contents

2.4 Cathode Raw Materials and Their Contents%

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3. Importance of Raw Materials

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3.1 Availability of Raw Materials

3.2 Recyclability of Raw Materials

3.3 Relevance to Lithium Batteries

3.4 Regional Distribution of Raw Material Vendors

3.5 Regional Distribution of Raw Material Suppliers (Country)

3.6 Regional Distribution of Raw Material Suppliers (Company)

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4. Raw Material Contents per Cell

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4.1 Raw Material Contents per Battery Cell? Small sized

4.2 Raw Material Contents per Battery Cell ? 18650 Cylindrical type

4.3 Raw Material Contents per Battery Cell ? Prismatic Battery for PHEV

4.4 Raw Material Contents per Battery Cell ? Prismatic Battery for BEV

4.5 Raw Material Contents per Battery Cell ? Pouch Type

4.6 Raw Material Contents per Battery Cell

4.7 Raw Material Contents per Battery Unit Capacity (Wh)

4.8 Raw Material Contents per Electric Vehicle

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5. Electric Vehicle Market and Raw Material Demand Forecast

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5.1 Global Electric Vehicle Market Forecast

5.2 Electric Vehicle Battery Market Forecast

5.3 Current Status of Production Capacity Expansion

5.4 Raw Material Demand Forecast?

5.5 Demand Forecast of Li. (Electric Vehicle Battery)

5.6 Demand Forecast of Co. (Electric Vehicle Battery)

5.7 Demand Forecast of Ni. (Electric Vehicle Battery)

5.8 Demand Forecast of Mn. (Electric Vehicle Battery)

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6. SCM of Primary Cathode Materials

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6.1 SCM Structure of Cathode Material Precursors (LCO)

6.2 SCM Structure of Cathode Material Precursors (NCM111)

6.3 SCM Structure of Cathode Material Precursors (NCM523)

6.4 SCM Structure of Cathode Material Precursors (NCM622)

6.5 SCM Structure of Cathode Material Precursors (NCM811)

6.6 SCM Structure of Cathode Material Precursors (NCA)

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7 Lithium

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7.1 Lithium Overview

7.2 Primary Lithium Sources (Country)

7.3 Primary Lithium Vendors (Country)

7.4 Primary Lithium Producers (Country)

7.5 Primary Lithium Sources and Producers (Company)

7.6 Lithium Triangle?

7.7 Lithium Mines in West Of Australia

7.8 Lithium Mine in China

7.9 Lithium for Lithium Secondary Batteries

7.10 Major Salt Lake Projects for Lithium Production and Development

7.11 Major Salt Lake projects for Lithium Development

7.12 Lithium Production Quota - Atacama

7.13 Major Mine Projects for Lithium Production and Development

7.14 Lithium Carbonate Price Trend

7.15 Lithium Demand Outlook

7.16 Lithium Supply Outlook

7.17 Lithium Demand/Supply Forecast

7.18 Efforts for Lithium Carbonate Supply ; Tesla/BYD/CATL/Toyota/CITIC/Optimum

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8 Cobalt

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8.1 Cobalt Overview

8.2 Primary Cobalt Vendors (Country)

8.3 Primary Cobalt Producers (Country)

8.4 Cobalt Production Method

8.5 Major Cobalt Producers (Company)

8.6 List of Major Cobalt Producers and Their Shares

8.7 Cobalt Price Trend

8.8 Cobalt for Lithium Secondary Batteries

8.9 Cobalt Demand Outlook

8.10 New Cobalt Development Projects

8.11 New Cobalt Exploration Projects

8.12 Mine Company's New Cobalt Business and Expansion?

8.13 Resumed Katanga Mine Production

8.14 Issues in Congo

8.15 Cobalt Supply Outlook

8.16 Cobalt Demand/Supply Outlook

8.17 Luoyang MolybdenumS Acquisition of Freeport Share

8.18 ShanshanS Investment in Luoyang Molybdenum

8.19 Glancore, VW, CATLS Three-Party Cobalt Supply Contract??

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9 Nickel

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9.1 Nickel Overview

9.2 Nickel Ore Types

9.3 Nickel Sources (Country) - by Ore Type

9.4 Primary Nickel Sources (Country) ?

9.5 Major Nickel Producers (Region)

9.6 Major Nickel Producers (Company)

9.7 Major Nickel Producers in detail (Company)

9.8 Nickel Mine Closure in The Philippines

9.9 Ban On Export of Ore In Indonesia??

9.10 Nickel Product Types

9.11 Nickel for Secondary Batteries

9.12 Nickel for Lithium Secondary Batteries

9.13 Nickel Price Trend

9.14 Nickel Demand Outlook

9.15 Nickel Supply Outlook

9.16 Nickel Demand / Supply Outlook

9.17 Nickel Supply for Secondary Batteries

9.18 Nickel Demand/Supply for Secondary Batteries Forecast

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10 Manganese

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10.1 Manganese Overview

10.2 Primary Manganese Vendors (Country)

10.3 Primary Manganese Producers (Country)

10.4 Manganese Price Trend

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