Commodity Market Report
Global lithium strategic planning outlook – Q1 2022
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The global lithium strategic planning outlook for Q1 2022 contains an update to the supply outlook incorporating the latest changes and expansion announcements by global lithium companies. We have also updated our demand outlook with changes specifically in the automotive segment. Additional supply will initially not be sufficient to meet growing demand but with a number of new projects scheduled to commission in the coming years, we forecast a supply surplus for lithium chemicals in general. The current price environment, update to both our supply and demand outlook as well as a review of our incentive price model has resulted in an update to our long term price outlook.
Table of contents
- Historic prices
- Current price landscape
-
Price outlook
- Battery-grade lithium hydroxide
- Battery-grade lithium carbonate
- Technical-grade lithium hydroxide
- Technical-grade lithium carbonate
- Chemical-grade spodumene concentrate
-
Market balance outlook
- Lithium chemical market balance outlook
- Battery-grade lithium chemical market balance outlook
- Mineral concentrate market outlook
- Key risks to market balance
-
Demand outlook
- Lithium chemical demand outlook
- Mineral concentrate demand outlook
-
Supply outlook
- Lithium chemical supply outlook
- Mineral concentrate supply outlook
- Key risks to the outlook
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Rechargeable Li-ion batteries
- Lithium demand in automotive use
- Lithium demand in automotive by region
- Lithium demand in ESS
- Lithium demand in portable electronics
- Li-ion batteries in power applications
- Lithium demand in motive applications
- 9 more item(s)...
Tables and charts
This report includes the following images and tables:
- Historic lithium price outlook (contract, US$/t, real 2022)
- Lithium demand by market
- Li-ion battery demand by end-use
- Lithium demand in the ESS sector by product
- Lithium demand in the portable sector by product
- Lithium demand in the power sector by product
- Lithium demand in the motive sector by product
- Lithium demand from industrial sectors
- Refined capacity by country
- Refined capacity by integration
- Refined capacity by raw material source
- 57 more item(s)...
What's included
This report contains:
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