Lithium inventory upheaval confounding industry and hitting prices
Electric Bus Market 2025 to 2032: Electrification Trajectory, Supply Constraints and Regional Deployment Divergence →Findings cite lithium inventory upheaval confounding the industry and hitting prices, per Bloomberg. For electric bus procurement, lithium is a core battery-input cost, so price volatility can flow into vehicle quotes over time. No specific magnitude is given, so the move is notable but not confirmed as a double-digit shock.
Severity: how big the impact would be if this plays out.
Likelihood: how probable the engine judges it is to happen or persist.
Spend exposed: the share of your annual category spend this flags.
Verify current lithium price trend with battery suppliers before locking long-term bus contracts
Confirms whether the reported volatility is material enough to affect upcoming pricing windows.
Source · iea.org
#### About this report The Global EV Outlook is an annual publication that identifies and assesses recent developments in electric mobility across the globe. It is developed with the support of members of the Electric Vehicles Initiative (EVI). Combining analysis of historical data with projections – now extended to 2035 – the report examines key areas of interest such as the deployment of elect
Source · bloomberg.com