Lithium inventory upheaval confounds industry, hits prices
EV Battery Market 2025 to 2032: Chemistry Wars, Capacity Surge and the Road to Electrification Scale →Bloomberg reports that lithium inventory dynamics are disrupting the industry and pressuring prices. Volatility in raw material costs could shift battery cell pricing, though the findings do not specify magnitude.
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.
Monitor lithium pricing and consider index-linked clauses in cell contracts
Raw material volatility is currently confounding the industry, so flexible pricing mechanisms hedge against cost swings.
Source · cruxinvestor.com
Source · stellarmr.com
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