Global Organization
Worldwide production of batteries with LFP cathodes takes place mainly in China, where it accounts for just over a third of total battery production. In contrast, the production of battery cells with NMC cathodes accounts for slightly more than a quarter in China.
China will continue to be the major supplier of battery-grade raw materials over 2030, even though global supply of these materials will be increasingly diversified. Possible supply shortages will remain.
Source: JRC analysis. The supply 1 of each processed raw material and components for batteries is currently controlled by an oligopoly industry, which is highly concentrated in China. Although China is expected to continue holding a dominant position, geographic diversification will increase on the supply side, mostly for refined lithium.
The platform facilitates collaboration among research institutes, industry and innovation stakeholders driving the recycling of batteries and the production of raw materials for battery applications from primary and secondary resources available in Europe.
The individual parts are shredded to form granulate and this is then dried. The process produces aluminum, copper and plastics and, most importantly, a black powdery mixture that contains the essential battery raw materials: lithium, nickel, manganese, cobalt and graphite.
However, it is likely that the EU will be import reliant to various degrees for primary and processed (batt-grade) materials. Australia and Canada are the two countries with the greatest potential to provide additional and low-risk supply to the EU for almost all battery raw materials.
Our analysis shows where in the world how much of which cathode material will be used in battery production and by when. Global production of battery cells will increase …
This special report by the International Energy Agency that examines EV battery supply chains from raw materials all the way to the finished product, spanning different …
The EU is expected to expand its production base for battery raw materials and components over 2022-2030, and improve its current position and global share. However, dependencies and …
This listicle covers those lithium battery elements, as well as a few others that serve auxiliary roles within batteries aside from the Cathode and Anode. 1. Graphite: …
Understanding the key raw materials used in battery production, their sources, and the challenges facing the supply chain is crucial for stakeholders across various …
1 · For the global supply in battery minerals, the report shows that the scaling-up of …
6 · The battery supply chain is integral to this growth as it supports the production of …
In terms of accessing battery raw materials, the equation boils down to: Who needs what, where will it come from, who will supply it, and who is best placed to benefit from this increased dependency on a handful of critical …
1 · For the global supply in battery minerals, the report shows that the scaling-up of mining capacities is keeping pace with the growing demand in the medium term, while global mineral …
Growing numbers of electric vehicles (EVs) as well as controversial discussions on cost, scarcity and the environmental and social sustainability of primary raw materials that …
The process produces aluminum, copper and plastics and, most importantly, a black powdery mixture that contains the essential battery raw materials: lithium, nickel, …
This special report by the International Energy Agency that examines EV battery supply chains from raw materials all the way to the finished product, spanning different segments of manufacturing steps: materials, …
Raw materials. Raw materials are the lifeblood of lithium-ion battery (LiB) localization. Securing a stable and domestic supply of essential elements such as lithium, cobalt, nickel, graphite, and other critical …
The economic feasibility of CCUS for non-ferrous raw materials remains uncertain due to high capital costs and the relatively lower direct CO 2 emissions compared …
6 · A considerable number of Chinese chemical companies are deeply integrated into LG Chem''s industrial chain and localized production, as they can provide high-quality basic …
Visualizing EU''s Critical Minerals Gap by 2030. The European Union''s Critical Raw Material Act sets out several ambitious goals to enhance the resilience of its critical …
The Raw Materials Information System (RMIS) is the European Commission''s reference web-based knowledge platform on non-fuel, non-agriculture raw materials.
6 · A considerable number of Chinese chemical companies are deeply integrated into …
Cell Material Cell production (incl. SG&A & Margin) Module/pack production Cell Material cost (70%) Cell production Currently 2-3 USD more expensive than ... Global supply and supply …
Geopolitical turbulence and the fragile and volatile nature of the critical raw-material supply chain could curtail planned expansion in battery production—slowing …