Quarterly Trends Report

Materials trends report Q2 2022: tight lithium market until at least 2025

  • Public Equity
  • Materials
  • South America
  • q2 2022

Automotive OEMs and battery players are experiencing a “tenuous time” in the lithium business, with prices going “parabolic” in 2022, an executive at an NYC-based supply chain consultant told Third Bridge Forum.

According to S&P data, total cash costs of lithium concentrate operations increased 17.4% YoY to USD 2,529/t lithium carbonate equivalent (LCE) in 2021. And the battery-grade Lithium Carbonate EXW China price closed at USD 41,925 per tonne at year-end, an increase of 485.8% YoY.3

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