Ex-China cathode supply growth insufficient to meet demand through 2040

Article Featured Image

While ex-China cathode active material (CAM) supply is forecast to grow 122% by 2040, according to Benchmark analysis, this growth will not be enough to meet demand. Demand for batteries outside of China is forecast to grow 404% from 2026 to 2040, reaching 5.4TWh, whilst cell production is set to grow from 451GWh to 1.3TWh.

Continue reading

Create a free account to access this content and read up to 3 subscriber articles each month

Sign Up

Already a user? Sign In

Related Content