Record EV Manganese Deployment in November 2022
Foreshadowing a massive year-end to come
In November 2022, 5,661 tonnes of manganese were deployed onto roads globally in the batteries of newly sold passenger EVs, surpassing the previous record set in September 2022 while foreshadowing of a massive December to come, for which we continue to crunch the numbers.
Masters of manganese: CATL and LG Energy Solution drive nearly 60% of demand
In November 2022, nearly 60% of all manganese deployed onto roads was in cells supplied by CATL and LG Energy Solution. Collectively, just five cell suppliers (two Chinese, 3 South Korean) were responsible for 77% of manganese deployed in November.
NCM 5-, 6-, 7- and 8-Series led the pack by manganese deployed
Not surprisingly, the vast majority of manganese deployed in November 2022 hit the roads in NCM-series cathode materials, followed at distance by LMO. Specifically, NCM 5-, 6-, 7-, and 8-Series cathode chemistries led the pack in November, respectively, collectively driving 86% of total manganese deployment.
China still the nucleus of the manganese demand market
Despite the nation’s affinity for manganese-free LFP, China remains the epicenter of global manganese demand. In November 2022, Chinese roads captured nearly half of all manganese deployed globally, followed by Germany, the U.S., the U.K. and France.
Manganese-mobile: The Zeekr 001 furthers its lead by manganese deployed
After surpassing the Tesla Model Y in October, the Zeekr 001 continues to pull ahead of the pack in November as the leader by manganese deployed onto roads. Rounding off the top five in November were the GAC Aion S Plus, VW ID.4 and GAC Aion Y, respectively.
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