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Supply and Demand Assessment of Lithium
Growth in Electric Vehicles is Expected to Pose a Huge Challenge to Lithium Supply
30-Sep-2016
Global
Market Research
9AB7-00-09-00-00
CM01250-GL-MR_19061
As lithium-ion battery technology's adoption increases within the automotive, energy storage, and consumer electronics industries, the upstream section of the value chain will experience increasing pressure to cater to this burgeoning demand. This market insight focuses on providing a snapshot of the supply scenario of lithium as a resource and how the current and future scenarios of battery technology across the aforementioned industries will change the upstream landscape. In addition, this study provides an insight into how the future supply and demand scenario will evolve and touches on the activities of various automotive original equipment manufacturers that are potentially transforming the supply chain.
Executive Summary—Key Findings
Overview of the Lithium Demand Scenario
Overview of the Lithium Supply Scenario
Lithium Supply—Sourcing Dynamics
Lithium Supply Competitive Environment
Lithium Supply Transformation
Lithium Battery Manufacturing Footprint
Gigafactories Disrupting Battery Manufacturing Dynamics
Global EV Market Scenario Analysis
Global Uptake of EV Market
Li-ion Battery Pricing vis-à-vis Upstream Pricing
Automotive Battery Value Chain
Battery Technology—Automotive OEM’s Current and Future Focus
Li-ion Batteries for EVs—Range and Battery Type
Li-ion Batteries for EVs—Range and Battery Type (continued)
Li-ion Batteries for EVs—Range and Battery Type (continued)
Opportunities for Lithium in the Electronics Industry
Future of Lithium in Energy Storage
Market Expansion by Automotive OEMs into Stationary Storage
Lithium Supply and Demand Outlook
Lithium Supply and Demand Scenario for EVs
Key Conclusions
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