Cathode and precursor: 5 things to look for in 2022 Report

Insight 13 January 2022

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Report summary

For 2022, we forecast LFP cathode demand from the EV sector will keep booming, as cathode chemistries in EV applications will be driven by higher energy density and cost. The most significant risk to our forecast is a shortage of raw materials supply, especially lithium chemicals. Apart from this risk, price rises, battery recycling, the continuous investment in LFP and international EV makers’ involvement in the cathode sector are the key things we will be watching closely in 2022.

Lithium chemical price rises will pose a risk to the electric vehicle industry
Progress of LFP projects from new entrants will be worthy of attention
Cathode and precursor materials prices set to rise
Sector to attract more investment from electric vehicle makers
Battery recycling business and precursor and cathode industry to be more closely connected