The Ledger
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Frith: Lowest battery spot prices will rise while average prices continue falling
“I think, you know, unfortunately, we're probably going to see prices increasing, you know, moderately in, in the next kind of year or so, I would say, or kind of, let's say two years out, we'll probably see higher prices than we're at today. But I don't think,…”
Bullard: Lithium-ion battery pack prices rose 7% in 2022
“The weighted average pack price for lithium ion batteries went up year on year last year. So 20, 21 actually came very, very close to going up. If you hadn't used full year data, it would have been close. But last year, the weighted average pack price was up a…”
Lubbershane: Liquid hydrogen has up to 3x lithium-ion volumetric density
“We're talking about, you know, maybe Two times for compressed hydrogen, maybe up to three times for liquid hydrogen relative to the volumetric density of lithium ion batteries.”
Kann: Top ten lithium-ion battery manufacturers are all Asian companies
“The top 10 manufacturers of lithium ion batteries are all based in Asia. Which is pretty interesting. So not all based in China. So this is the interesting dynamic about battery manufacturing at the moment. It is, yes, CATL, which is a Chinese company, is the …”
Yergin: Net-zero supply chains flow through China via solar and battery dominance
“So many of them flow through China because of its dominance of solar panel manufacturing, its dominance of lithium ion batteries, etc.,”
Lacey: Lithium prices rose fivefold in a year and Russia supplies 10% of nickel
“Lithium prices have risen fivefold since April of last year. Nickel is also a particular concern because Russia supplies 10% of the world's nickel, and that's another key component in lithium ion batteries.”
Kann: Lithium had the highest commodity price surge in 2021, rising 300-400%
“But on the entire list, the biggest price increase was for lithium, both lithium bicarbonate and lithium hydroxide, the two different formulations used in lithium ion batteries. Prices rose between 304 hundred percent in both cases last year, and they've only …”