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Roskill forecasts increasing dependence of Li market on batteries; switch from portable electronics to hybrids

Green Car Congress

Consumption of lithium in rechargeable batteries by end use, 2012-2017, kt LCE. In addition, in the period to 2017 Roskill forecasts that the main market driver for lithium-ion batteries will gradually switch from portable consumer electronics to electric vehicles, especially hybrid variants. Source: Roskill. Click to enlarge.

Market 296
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Roskill: Chinese companies step up their pursuit of lithium resources

Green Car Congress

Jilin Jien, which bought the Québec Lithium mine and lithium carbonate conversion plant from its creditors in 2016, is understood to have entered bankruptcy in China and had struggled to raise the funds to complete the re-commissioning.

Chinese 150
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Roskill: predominance of lithium production shifting to mineral vs brine, driven by volume requirements of EVs

Green Car Congress

Brine resources have also grown, the result of significant investment in Argentina, the nation that has seen the greatest exploration activity of the three countries covering the lithium triangle in South America. It also includes cost analysis on the key mineral conversion plants.

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Roskill: predominance of lithium production shifting to mineral vs brine, driven by volume requirements of EVs

Green Car Congress

Brine resources have also grown, the result of significant investment in Argentina, the nation that has seen the greatest exploration activity of the three countries covering the lithium triangle in South America. It also includes cost analysis on the key mineral conversion plants.

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Oversold Lithium could be about to rally

Green Car Congress

That’s certainly a massive production ramp-up considering that global production in 2017 totaled just over 200kt. The company’s Salar de Olaroz project in Argentina took seven years to hit its stride but still came up short of production targets.

2018 278
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JATO: 2018 record year for EVs; sales up 74% to 1.26M units; overall market stable, as SUVs rule

Green Car Congress

Elsewhere, Russia climbed the rankings and overtook South Korea, while Argentina and Turkey—two big producers of vehicles—saw declines, having felt the effects of challenging economic times. million SUVs were sold in 2018, with volume up by 7% on 2017. million units, up by 5% on 2017. million sales. A record 29.77

2018 273