Battery raw materials: An analysis of upcoming projects for the 2020s

Greenfield

The rapid emergence of electric vehicles and energy storage has brought a renewed interest in battery raw materials commodities and underpinned worldwide exploration for new sources of lithium, cobalt, nickel, manganese and graphite.

Due to the nature of commodity markets, there is scant independent and systematic research in place analysing both projects on an individual basis and the industry as a whole. Roskill’s upcoming Greenfield Battery Raw Material Projects report aims to provide this research and explain the factors governing the future success of individual projects. The report is critical reading for anyone looking to invest within the industry.

The report contains analysis of 53 advanced projects covering lithium, cobalt, nickel, manganese and graphite, all of which have the potential to make it into production in the 2020s. For each project, the report provides a multi-decade production and operating cost outlook and reviews the project’s location, infrastructure requirements, capital intensity, history, geology, resources, development plans and overall economics to distil comparative calculation of net present value, IRR and project incentive pricing. It also, importantly, provides extensive discussion on how the projects benchmark against each other on these metrics.

The report also provides analysis on the commodities’ markets, discussing overarching trends in supply and demand outlook and price forecasts for each commodity – this section provides insight on each commodity’s role in the lithium-ion battery industry.

Roskill’s NEW Greenfield Battery Raw Material Projects for the 2020s report will be published in June 2019. Click here to download the brochure and sample pages or to access further information.