![]() Toward the latter stages of our forecast period and indeed beyond 2030, we expect the cobalt-free NM battery chemistry to become increasingly more prevalent in the global EV market, as will all-solid-state batteries, which typically boast a higher energy density, faster charging capacity and better thermal regulation than their liquid-electrolyte LiB counterparts. ![]() The LFP cathode will also gain market share given its low-cost, longer life-cycle and advantageous raw material inputs (no nickel or cobalt) which mitigate supply-side constraints to an extent.We expect the NMC chemistry to remain the dominant EV battery cathode type over our forecast period, owing to the superior energy density of high-nickel variations which improve vehicle range and charging speeds (key consumer priorities while public and private EV charging networks remain nascent).The EV battery materials mix will be determined by technological advancements in cathode, anode and electrolyte design, with a particular focus on energy density, cost competitiveness and the sustainability of associated supply chains.
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