State of Charge: EVs, Batteries and Battery Materials (Free Report)

Feb. 19, 2021

A must read for anyone with a professional interest in the EV industry or looking to learn more about the forces driving the fast-moving battery and battery materials supply chains.

Adamas Intelligence is pleased to announce the publication of its 4th biannual ‘State of Charge: EVs, Batteries and Battery Materials’ report. The complimentary report is available to all clients and mailing list subscribers.


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In the latest biannual report, we provide an informative overview of the global EV market’s performance over the past half-year (in this case “2020 H2”) and its implications on the ever-evolving battery and battery materials supply chains.

This overview draws on research and data available to clients through our subscription-based monthly reports and web-based trackers.

 

Among the findings of the latest report:

  • In 2020 H2 global passenger EV registrations grew by 58% versus the same period the year prior, amounting to 3.53 million units versus 2.24 million units in 2019 H2.
  • In Europe, encouraged by an array of incentives for buyers, EV sales jumped 127% in 2020 H2 over 2019 H2, translating to a 174% increase in watt-hours of battery capacity deployed, a 205% increase in cobalt deployed, a 192% increase in lithium deployed and a 135% increase in nickel deployed versus the same period the year prior.
  • Just six cell suppliers globally (LG Energy Solution, CATL, Panasonic, Samsung SDI, BYD and SK Innovation) were collectively responsible for more than 89% of all battery capacity and battery metals deployed globally in passenger EVs in 2020 H2.
  • Deployment (in watt hours) of LFP cells increased more than six-fold in 2020 H2 versus 2019 H2, contributing to a boost in the sales-weighted average amount of lithium used per EV.
  • In 2020 H2, global battery capacity deployed in all newly sold passenger EVs combined amounted to 92.5 GWh, 93% more than was deployed globally in 2019 H2.
  • Similarly, in 2020 H2, 57,300 tonnes of lithium carbonate equivalent (“LCE”) were deployed globally in batteries of all newly sold passenger EVs combined, 96% more than was deployed globally in 2019 H2.
  • Moreover, in 2020 H2, 53,150 tonnes of nickel were deployed globally in batteries of all newly sold passenger EVs combined, 69% more than was deployed globally in 2019 H2.
  • Lastly, in 2020 H2, 12,700 tonnes of cobalt were deployed globally in batteries of all newly sold passenger EVs combined, 85% more than was deployed globally in 2019 H2.

This free report is essential reading for anyone with a professional interest in the EV industry or looking to learn more about the forces driving the fast-moving battery and battery materials supply chains.

Click on the image above to access the report.

 

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