Benchmark's Q1 Anode Forecast reveals that current Anode Active Material (AAM) market prices closely align with production costs, leading to losses for producers higher on the cost curve.
Under prevailing market overcapacity, AAM producers are implementing cost-cutting measures in a bid to stay competitive. Consequently, Benchmark forecasts marginal price declines throughout 2024.
In 2025, both synthetic and natural AAM prices are expected to remain stable, but a steady rise is projected beyond that due to raw material constraints.
Benchmark explores these trends and all areas of the global market outlook in our Anode Forecast, which analyses supply and demand by producer in all regions out to 2040.
Our Anode Forecast is part of Benchmark’s market leading coverage of the anode market and the entire lithium ion battery to EV supply chain:
Benchmark's Q1 Anode Forecast reveals that current Anode Active...
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