"US light-duty EV sales totaled 608,000 in 2021, more than double 2020's 301,900 and almost 4% of total new vehicle sales, according to S&P Global Commodity Insights data. S&P Global expects EV sales to approach 849,000 in 2022 en route to topping 4.7 million by 2030."
"Meanwhile, lithium carbonate was assessed at $75,000/mt on April 22 at Singapore, almost 12 times the $6,350/mt assessed at the beginning of 2021. Much of the world's lithium is produced in China, with which the US has had contentious trade relations in recent years."
"In contrast, Robba noted that EV battery cell prices have fallen 760% since 2015 to less than $150/KWh in 2021."
"[S&P Global] forecasts prices will experience a slight increase in 2022 before resuming their decline and falling below $100/kWh by 2026, making EV vehicles more broadly cost-competitive with [internal combustion engine] vehicles without subsidy," Robba said."
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/energy-transition/042222-surging-ev-sales-hitting-high-lithium-prices-supply-chain-constraints-experts
"US light-duty EV sales totaled 608,000 in 2021, more than...
Add GL1 (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
37.5¢ |
Change
0.005(1.35%) |
Mkt cap ! $97.59M | |||
| Open | High | Low | Value | Volume |
| 37.5¢ | 37.5¢ | 37.5¢ | $52.25K | 139.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 5093 | 37.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 38.0¢ | 232520 | 7 |
View Market Depth
| Last trade - 11.12am 08/05/2024 (20 minute delay) ? |
|
|||||
|
Last
38.0¢ |
Change
0.005 ( 2.70 %) |
||||
| Open | High | Low | Volume | ||
| 38.0¢ | 38.0¢ | 37.5¢ | 21594 | ||
| Last updated 11.32am 08/05/2024 ? | |||||
| GL1 (ASX) Chart |