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The month of July saw the development of several pre-existing
but important battery-specific trends including the unprecedented
crunch in Chinese car sales, the continued roll out of grid scale
energy storage projects and legislature in Western markets, as well
as the deterioration of trade relations between battery giants
Japan and South Korea - all of which continue to shape the maturing
landscape of the energy storage sector, key to lithium chemical
demand. It has also been a busy month on the supplier side as
producers shift expansions plans further out awaiting forecast
demand to materialize.
In this podcast, we cover:
Economic Outlook
Demand and Supply Trends
The
IHS Markit Global Lithium and Battery Materials Service is an
integrated solution for the lithium and battery materials industry
and associated downstream applications based on our world leading
coverage of energy, chemicals, and the automotive sectors. The
Lithium and Battery Materials monthly market analysis includes
supply/demand balances, price indices, global trade outlooks,
forecasts, and insight into the current market situation.
Posted 23 August 2019 by Nick Kovics, Executive Director, Global Chlor-alkali, IHS Markit
