Project Background 

Given the rapid growth of LIB demand, the lithium plays more crucial role as the key

raw material. As the leading LIB company, the client intends to optimize its lithium

sourcing strategy by benchmarking China lithium customer (LIB company & OEM)

and deepens its understanding of China lithium sourcing dynamics

Key Output

Market overview of China lithium value chain & Lithium price forecast

Battery customer sourcing strategy analysis

OEM customer sourcing strategy analysis

Based on client’s request, SMM has scoped the project into 3 modules:

Main Research Methodology:

Global Lithium Resource Supply & Demand

On the supply side, the sharp rise in global lithium salt and ore prices will

 help strengthen resource development at home and abroad; In 2023, 

increased mine production will ease supply tightness.

Methodology of Price Prediction (by year) – based on S&D Balance

Methodology of Price Prediction (by year) – based on Cost Curve

Cost-curve summary (2020-2030)

CATL – Li2CO3 Supply Chain

Lithium Securing Method Assessment

Lithium Carbonate Procurement Analysis for CAM Manufacturer (1/2)

Lithium Carbonate Procurement Analysis for CAM Manufacturer (2/2)