<2022> Battery Metals Outlook (~2030)

Description

As the demand for secondary batteries explodes, issues of securing raw materials continue to arise accordingly. Risks of the raw materials in the electric vehicle industry keep on increasing, because volatility in supply and demand of the raw materials and its prices heavily impact on the supply and demand and the price of electric vehicles.

In order to understand the supply and demand and the prices of the secondary battery materials, this report analyzes its correlation with the mining industry and the other industries where those commonly-used minerals are being consumed. And also the production process of the raw materials is analyzed and issues that may affect the secondary battery industry are examined.

This report predicts the market size of lithium, nickel, and cobalt which are the major cathode material materials, and the demand by the major companies by 2030. And it also predicts the metal prices based on situations of mines and supply of intermediate goods. This may help understand overall market status of the materials for secondary battery industry and help decision making process for related businesses by using this report as a reference.

Product Code: 173

1. Brief Introduction of Secondary Battery

1.1. What is Secondary Battery?
1.2. Structure of Secondary Battery
1.3. Principle of Secondary Battery
1.4. Types of Secondary Battery

2. Materials of Secondary Batteries

2.1. Cathode Materials
2.2. Anode Materials
2.3. Electrolyte
2.4. Separator
2.5. Electrode Plate / Lead Tab
2.6. Can, Cap Assembly, Pouch
2.7. Composition of Raw Materials

3. Materials of Secondary Batteries

3.1. Materials by Component/Raw Material Type
3.2. Components of Cathode Materials
3.3. Content of Major Raw Materials in Cathode Materials
3.4. Components of Anode Materials

4. Issues

4.1. Status of Top 3 Countries for Reserves and Production by Metal Type
4.2. Development Lead Time for Minerals
4.3. Up-Stream Market Share of Major Countries
4.4. Metal Price Trend of Major Secondary Battery Raw Materials
4.5. Futures for Lithium and Cobalt
4.6. Issues on Carbon Emission of Raw Materials
4.7. Trend of Recycling Regulation in Major Countries
4.8. Trend of Vertical Integration of Market Participants

5. Metal Demand Outlook

5.1. Outlook of Secondary Battery Demand
5.2. Outlook of Chemical Composition of Cathode Materials
5.3. Outlook of Major Metals Demand
5.4. Methodology of Demand Forecast
5.5. Outlook of Metal Demand by Cathode Material Type (Lithium)
5.6. Outlook of Metal Demand by Cathode Material Type (Nickel)
5.7. Outlook of Metal Demand by Cathode Material Type (Cobalt)
5.8. Outlook of Metal Demand by Cathode Material Type (Manganese)
5.9. Outlook of Secondary Battery Production Capacity by Major Companies
5.10. Outlook of Metal Demand by Major Companies (Korea, Domestic)
5.11. Outlook of Metal Demand by Major Companies (Japan)
5.12. Outlook of Metal Demand by Major Companies (China)
5.13. Outlook of Metal Demand by Major Companies (Europe)
5.14. Outlook of Metal Demand by Major Companies (US)

6. Lithium

6.1. Lithium Overview
6.2. Lithium Products
6.3. Forms of Lithium Resources
6.4. Reserves and Production Status by Countries
6.5. Lithium Extraction Process (1) - Brine
6.6. Lithium Extraction Process (2) ? Hard Rock
6.7. Import/Export Trend by Products (2020) (1) ? Export of Lithium Oxide and Lithium Hydroxide
6.8. Import/Export Trend by Products (2020) (1) ? Import of Lithium Oxide and Lithium Hydroxide
6.9. Import/Export Trend by Products (2020) (2) ? Export of Lithium Carbonate
6.10. Import/Export Trend by Products (2020) (2) ? Import of Lithium Carbonate
6.11. Status of Securing Lithium Supply
6.12. Lithium Mining Supply
6.13. Supply of Lithium Compounds
6.14. Outlook of Production Capacity by Major Companies
6.15. History and Outlook of Lithium Price

7. Nickel

7.1. Nickel Overview
7.2. Nickel Products
7.3. Forms of Nickel Resources
7.4. Nickel Reserves and Production Status by Country
7.5. Nickel Extraction Process (1) ? Sulfide Ore
7.6. Nickel Extraction Process (2) ? Oxide Ore
7.7. Supply Chain of Nickel (2020)
7.8. Import/Export Trend by Products (2020) (1) ? Export of Nickel Ore
7.9. Import/Export Trend by Products (2020) (2) ? Import of Nickel Ore
7.10. Import/Export Trend by Products (2020) (3) ? Export of Oxide/Hydroxide Nickel
7.11. Import/Export Trend by Products (2020) (4) ? Import of Oxide/Hydroxide Nickel
7.12. Import/Export Trend by Products (2020) (5) ? Export of Nickel Sulfate
7.13. Import/Export Trend by Products (2020) (6) ? Import of Nickel Sulfate
7.14. Status of Securing Nickel Supply
7.15. Trend of Nickel Extraction Technology
7.16. Nickel Mining Supply
7.17. Supply of Nickel Sulfate
7.18. Outlook of Production Capacity by Major Companies
7.19. History and Outlook of Nickel Price

8. Cobalt

8.1. Cobalt Overview
8.2. Cobalt Products
8.3. Cobalt Reserves and Production Status by Country
8.4. Forms of Cobalt Resources
8.5. Cobalt Extraction Process
8.6. Import/Export Trend by Products (2020) (1) ? Export of Cobalt Ore
8.7. Import/Export Trend by Products (2020) (2) ? Import of Cobalt Ore
8.8. Import/Export Trend by Products (2020) (3) ? Export of Oxide/Hydroxide Cobalt
8.9. Import/Export Trend by Products (2020) (4) ? Import of Oxide/Hydroxide Cobalt
8.10. Status of Securing Cobalt Supply
8.11. Correlation of Copper and Cobalt
8.12. Geopolitical Risks
8.13. Issues of Responsible Minerals Initiative in connection with Cobalt
8.14. DR Congo set up EGC to control cobalt production by ASM
8.15. Cobalt Mining Supply
8.16. Supply of Cobalt Compounds
8.17. Outlook of Production Capacity by Major Companies
8.18. History and Outlook of Cobalt Price

9. Manganese

9.1. Manganese Overview
9.2. Manganese Products
9.3. Reserves and Production Status by Country
9.4. Forms of Manganese Resources
9.5. Manganese Usage for Batteries
9.6. Trend of Securing Manganese Supply and Price History

Reference

1. Metal Content(kg/kWh) by Cathode Material Type

2. Mineral Content in one Electric Vehicle

3. Metal Content of Cathode Material in one Electric Vehicle (Tesla Model S)

4. Changes in Raw Material Market

5. Cell Cost as per Changes in Raw Material Price

6. Consumption of Raw Materials in 30GWh Giga Factory

7. Lithium Carbonate Equivalent (Li2CO3, LCE)

8. Lithium ESG Risks

9. Status of Securing Lithium Supply in Tesla

10. Nickel Intermediate Goods

11. Nickel Market for Stainless Steel

12. Profit Structure of Mines