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1、 7th Biannual,2022 H1 STATE OF CHARGE|EVs,Batteries and Battery Materials This report and its contents are copyright and may not be reproduced or redistributed in part or whole without prior permission from Adamas Intelligence.Apart from any use as permitted by law,all rights pertaining to this publ

2、ication are reserved by Adamas Intelligence and associated copyrights are strictly enforced.Lead Author:Alla Kolesnikova,MBA Head of EV Data&Analytics Email: Phone:+1 437-230-8030 Copyright Adamas Intelligence 2022 Forward Looking Statements:This report contains“forward-looking statements”that is,st

3、atements related to future events.In this report,forward-looking statements address our expectations of future production,supply,demand,consumption,sales,and pricing within parameters defined by stated scenarios,and often contain words such as“forecast”,“project”,“expect,”“anticipate,”“intend,”“plan

4、,”“believe,”“seek,”“see,”or“will.”Forward-looking statements by their nature address matters that are,to different degrees,uncertain.A number of future uncertainties exist that could cause actual results to be materially different than those expressed in our forward-looking statements.Readers are re

5、sponsible for assessing the relevance and accuracy of these forward-looking statements.Adamas Intelligence will not be liable for any loss,damage,cost,or expense incurred or arising by any reason of any person or business using or relying on forward-looking statements in this report.At the time of t

6、his reports publication,neither the author nor any other employees of Adamas Intelligence owned shares or stock options in any publicly traded or privately-owned companies mentioned herein.STATE OF CHARGE|EVs,Batteries and Battery Materials CONTENTS State of Charge in 2022 H1.3 Passenger EV Registra

7、tions.4 Battery Capacity Deployed.5 Lithium Deployed.8 Nickel Deployed.11 Cobalt Deployed.14 Manganese Deployed.16 Graphite Deployed.17 About Adamas Intelligence.19 STATE OF CHARGE|EVs,Batteries and Battery Materials State of Charge in 2022 H1 In this biannual State of Charge report,we provide an in

8、formative overview of the global EV markets performance over the past half-year(in this case“2022 H1”)and its implications on the ever-evolving battery and battery materials supply chains.This overview draws on research and data available to clients through our subscription-based monthly reports and

9、 web-based trackers.Among the findings of the latest report:In 2022 H1 global passenger EV registrations jumped 42%over the same period the year prior,amounting to 6.23 million units,up from 4.40 million units in 2021 H1.This increase was driven by surging sales growth in Asia Pacific(up 75%year-ove

10、r-year)coupled with modest growth in the Americas(up 19%year-over-year)and Europe(up 10%year-over-year).In the Asia Pacific region specifically,a 75%increase in EV sales year-over-year in 2022 H1 translated to a massive 118%increase in watt-hours of battery capacity deployed onto roads over the same

11、 period the year prior,and a corresponding 113%increase in lithium,69%increase in nickel and 74%increase in cobalt consumption over the same period.In 2022 H1,total global battery capacity deployed onto roads in all regions combined amounted to a hefty 195.5 GWh,79%more than was deployed globally in

12、 2021 H1.In 2022 H1,Tesla continued to lead the pack by battery capacity deployed onto roads globally,installing nearly as many watt-hours into newly sold EVs as its four closest competitors combined.Just seven cell suppliers globally(CATL,LG Energy Solution,Panasonic,BYD,SK On,Samsung SDI and CALB)

13、were collectively responsible for more than 82%of all battery capacity and battery metals deployed onto roads globally in passenger EVs in 2022 H1.In 2022 H1,global leader CATL deployed 123%more watt-hours of battery capacity onto roads worldwide than the same period the year prior,translating to a

14、116%increase in lithium,98%increase in nickel,and 77%increase in cobalt deployed onto roads over the same period.In 2022 H1,deployment of LFP cells(in watt-hours)increased 237%over 2021 H1,supressing nickel and cobalt use per vehicle sold,on average.In 2022 H1,117,200 tonnes of lithium carbonate equ

15、ivalent(“LCE”)were deployed onto roads globally in the batteries of all newly sold passenger EVs combined,76%more than were deployed globally in 2021 H1.In 2022 H1,59%of all LCE units were deployed as carbonate,41%as hydroxide.Similarly,in 2022 H1,88,200 tonnes of nickel were deployed onto roads glo

16、bally in the batteries of all newly sold passenger EVs combined,50%more than were deployed globally in 2021 H1.Lastly,in 2022 H1,18,500 tonnes of cobalt were deployed onto roads globally in the batteries of all newly sold passenger EVs combined,44%more than were deployed globally in 2021 H1.Page 4 o

17、f 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Passenger EV Registrations In 2022 H1 global passenger EV registrations jumped 42%over the same period the year prior,amounting to 6.23 million units versus 4.40 million units in 2021 H1.This increase was driven by a boom in Asia Pacific(up 75

18、%year-over-year),despite ongoing lockdowns,coupled with a modest rise in the Americas(up 19%year-over-year)and Europe(up 10%year-over-year).Overall,BEVs made up 49%of total global passenger EV registrations in 2022 H1,up from 40%in 2021 H1 and 34%in 2020 H1.PHEVs made up 19%of total global passenger

19、 EV registrations in 2022 H1,down from 20%the year prior,while HEVs made up 32%in 2022 H1,down from 41%the year prior.In 2022 H1 Asia Pacific posted year-over-year EV sales growth of 75%owing to roaring BEV and PHEV sales in the region.Although Japanese HEVs still drive over 25%of the regions sales

20、volume,sales of Chinese BEVs and PHEVs from the likes of BYD,Cherry,GAC and SGMW continue to drive the majority.Tesla is the only foreign automaker with major EV production volume in the region.In 2022 H1,the Americas and Europe posted modest year-over-year EV sales growth of 19%and 10%,respectively

21、.-1,000 2,000 3,000 4,000 5,000 6,000 7,0002019 H1 2020 H1 2021 H1 2022 H1HEVPHEVBEV0%20%40%60%80%100%2019 H1 2020 H1 2021 H1 2022 H1Share of RegistrationsHEVPHEVBEV-1,000 2,000 3,000 4,000 5,000 6,000 7,0002019 H1 2020 H1 2021 H1 2022 H1Global EV Registrations(x1000)AmericasAsia PacificEuropeM.E.&A

22、fricaRegistrations by EV Type Market Share by EV Type Page 5 of 20 Source:Marklines,EV-Volumes,CAAM,Gasgoo,ACEA,Adamas Intelligence research 0%20%40%60%80%100%Share of RegistrationsHEVPHEVBEVRegistrations by Region Market Share by Region&EV Type(2022 H1)Source:Marklines,EV-Volumes,CAAM,Gasgoo,ACEA,A

23、damas Intelligence research Global EV Registrations(x1000)STATE OF CHARGE|EVs,Batteries and Battery Materials Battery Capacity Deployed In 2022 H1,global battery capacity deployed in all newly sold passenger EVs combined amounted to 195.5 GWh,a massive increase of 79%over the same period the year pr

24、ior.This rise is attributed to a surge in EV(and in particular BEV and PHEV)sales growth over the same period.Tesla deployed nearly as much battery capacity onto roads than its four closest competitors combined.By cell supplier,CATL continued to lead globally in 2022 H1 by battery capacity(GWh)deplo

25、yed stemming from strong global sales of LFP-powered Tesla Model 3s and Ys,along with a growing list of over 150 of other EVs globally that CATL supplies cells to.BEVs were responsible for 89%of all battery capacity deployed globally in 2022 H1(up from 87%in 2021 H1),PHEVs were responsible for 10%(d

26、own from 11%in 2021 H1)and HEVs were responsible for 1%(down from 2%in 2021 H1).Asia Pacific continues to dominate the global market as its share of global battery capacity(GWh)deployed onto roads rose to 58%in 2022 H1 from 48%in 2021 H1.Over the same period,Europes share of global battery capacity

27、deployed fell from 33%in 2021 H1 to 25%in 2022 H1 and that of the Americas fell from 18%to 17%.1.133.448.1113.0M.E.&AfricaAmericasEuropeAsia-PacificBEVPHEVHEVOVERVIEW BY EV TYPE BY REGION 195.5 GWh 109.0 GWh Capacity deployed globally in 2022 H1 Capacity deployed globally in 2021 H1+79%PHEV HEV GWh

28、Deployed by Country(2022 H1)GWh Deployed by Region&EV Type(2022 H1)STATE OF CHARGE|EVs,Batteries and Battery Materials Tesla deployed 41.7 GWh of battery capacity onto roads globally in 2022 H1,nearly as much as its four closest competitors combined(BYD,GAC,Hyundai and Kia).Despite Teslas hefty lead

29、,BYD continues to close the gap with a massive 243%increase in battery capacity deployment in 2022 H1 versus the same period the year prior on the back of a 320%increase in EV sales growth in China.As a key supplier to Tesla in China,as well as a host of other automakers around the globe,cell suppli

30、er CATL led by cell capacity(GWh)deployed globally in 2022 H1 with a 33%market share,up from 27%during the same period the year prior.LG Energy Solution held onto second place in 2022 H1,deploying 33.8 GWh globally through the first half of this year versus 27.9 GWh during the first half of 2021.BYD

31、 rounded off the top 3 with 24.4 GWh deployed in 2022 H1,up more than three-times from 7.1 GWh in 2021 H1.Deployment of LFP cells amounted to 52.7 GWh(27%of total)in 2022 H1,followed by NCM 5-Series and NCM 8-Series with 41.6 GWh(21%)and 36.2 GWh(19%),respectively.NCM 6-Series cells claimed fourth p

32、lace(12%)and NCA Gen 3 rounded off the top five(10%of total).In 2022 H1,the global sales-weighted average battery pack capacity of all newly sold passenger EVs combined increased by 27%year-over-year,from 24.8 kWh to 31.4 kWh,as BEV and PHEV sales growth outpaced that of HEVs.41.7 GWh 42.7 GWh 64.9

33、2.0CATLLG EnergySolutionBYDPanasonicSK OnSamsungSDICALBGotionFarasisEnergyEnvisionAESCGWh52.7 1.0LFPNCM 5-SeriesNCM 8-SeriesNCM 6-SeriesNCA Gen 3 NCM 7-SeriesNCM 111NCM/LMONiOHLMOGWh24.8 kWh 31.4 kWh BY EV MAKE BY CELL SUPPLIER BY CHEMISTRY AVERAGE+27%Page 7 of 20 STATE OF CHARGE|EVs,Batteries and B

34、attery Materials Introducing the“EV Battery Capacity Monthly”report and data service Our EV Battery Capacity Monthly is a subscription-based report and data service for tracking global monthly deployment of passenger EV battery capacity(in watt-hours)by EV type,region,country,make,model,cell supplie

35、r and cell chemistry on an ongoing basis.The 65-page monthly report(and accompanying Excel data)is a must-have resource for automakers,cell suppliers,battery materials manufacturers,miners,explorers,investors,and other stakeholders with a professional interest in the EV,battery or battery materials

36、industries.Every report contains a detailed snapshot of the latest monthly market data plus an additional 12 months of historical data for context and comparison.All reported monthly data is available to subscribers in Excel format.Download a Sample Report Join our Mailing List Latest Monthly Data&M

37、onthly Report Data Available in Excel Format Regular insights on EVs,batteries and more EV Battery Capacity Monthly 12 Months of Historical Data Page 8 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Lithium Deployed In 2022 H1,117,200 tonnes of lithium carbonate equivalent(“LCE”)were depl

38、oyed onto roads globally in the batteries of all newly sold passenger EVs combined,an increase of 76%year-over-year.This increase comes on the back of a 42%rise in global EV sales,and a 27%increase in the global sales-weighted average pack capacity,coupled with pervasive use of LFP and medium-and hi

39、gh-nickel cell chemistries,like NCM 5-,6-and 8-Series.Tesla was responsible for 19%of global LCE deployment in 2022 H1(down from 22%in 2021 H1)with the Tesla Model Y alone responsible for 11%of global LCE deployment.BEVs were responsible for 89%of all LCE deployed globally in 2022 H1 versus 87%in 20

40、21 H1,whereas PHEVs and HEVs were responsible for a combined 11%in 2022 H1 versus a higher 13%during the same period the year prior.As the largest EV market globally and the largest producer and consumer of EV battery cells,the Asia Pacific region was responsible for 58%of all LCE deployed onto road

41、s globally in 2022 H1,up from 48%in 2021 H1.Europes share of global LCE deployment amounted to 26%in 2022 H1,down from 35%in 2021 H1,while that of the Americas fell from 17%in 2021 H1 to 16%in 2022 H1.39,400 29,000 22,400 3,000TeslaBYDGACHyundaiKiaBMWMercedesXpengAudiNioTonnes2021 H12022 H1Page 10 o

42、f 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Introducing the“EV Battery Lithium Monthly”report and data service Our EV Battery Lithium Monthly is a subscription-based report and data service for tracking global monthly deployment of battery-grade lithium chemicals by EV type,region,count

43、ry,make,model,cell supplier and cell chemistry on an ongoing basis.The 72-page monthly report(and accompanying Excel data)is a must-have resource for automakers,cell suppliers,battery materials manufacturers,miners,explorers,investors,and other stakeholders with a professional interest in the EV,bat

44、tery or battery materials industries.Every report contains a detailed snapshot of the latest monthly market data plus an additional 12 months of historical data for context and comparison.All reported monthly data is available to subscribers in Excel format.Download a Sample Report Join our Mailing

45、List Latest Monthly Data&Monthly Report Data Available in Excel Format Regular insights on EVs,batteries and more EV Battery Lithium Monthly 12 Months of Historical Data Page 11 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Nickel Deployed In 2022 H1,88,200 tonnes of nickel were deployed

46、 onto roads globally in the batteries of all newly sold passenger EVs combined,an increase of 50%over the same period the year prior.This increase is attributed mainly to a jump in global EV sales,coupled with pervasive use of medium-and high-nickel cathode chemistries,plus an increase in global sal

47、es-weighted average pack capacity.That said,however,with Teslas global adoption of LFP cells for entry level versions,its share of total global nickel deployment fell from 25%in 2021 H1 to 20%in 2022 H1.Notably,the Tesla Model Y alone was responsible for 13%of global nickel deployment onto roads in

48、2022 H1.BEVs were responsible for 82%of all nickel deployed onto roads globally in passenger EV batteries in 2022 H1(up from 78%in 2021 H1)while PHEVs and HEVs were responsible for a combined 18%in 2022 H1(up from 22%in 2021 H1).As the largest EV market globally and the largest producer and consumer

49、 of passenger EV battery cells,the Asia Pacific region was responsible for 45%of all battery nickel deployed globally in 2022 H1,up from 40%in 2021 H1.Over the same period,Europes share of global battery nickel deployment decreased from 35%to 30%while that of the Americas,which is a major market for

50、 NCA and NiMH,fell from 25%to 24%.23,600 23,200 17,400 2,200TeslaToyotaHyundaiKiaBMWMercedesAudiNioVWFordTonnes2021 H12022 H1Page 13 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Introducing the“EV Battery Nickel Monthly”report and data service Our EV Battery Nickel Monthly is a subscrip

51、tion-based report and data service for tracking global monthly deployment of battery-grade nickel by EV type,region,country,make,model,cell supplier and cell chemistry on an ongoing basis.The 65-page monthly report(and accompanying Excel data)is a must-have resource for automakers,cell suppliers,bat

52、tery materials manufacturers,miners,explorers,investors,and other stakeholders with a professional interest in the EV,battery or battery materials industries.Every report contains a detailed snapshot of the latest monthly market data plus an additional 12 months of historical data for context and co

53、mparison.All reported monthly data is available to subscribers in Excel format.Download a Sample Report Join our Mailing List Latest Monthly Data&Monthly Report Data Available in Excel Format Regular insights on EVs,batteries and more EV Battery Nickel Monthly 12 Months of Historical Data Page 14 of

54、 20 ey e elopments Ba ery ic el eployed by EV ype Ba ery ic el eployed by Region Ba ery ic el eployed by Ma e Ba ery ic el eployed by Model Ba ery ic el eployed by ell upplier Ba ery ic el eployed by ell hemistry ales eighted A erage ic el sage erminology Abbre ia ons able of ontents STATE OF CHARGE

55、|EVs,Batteries and Battery Materials Cobalt Deployed In 2022 H1,18,500 tonnes of cobalt were deployed onto roads globally in batteries of all newly sold passenger EVs combined,an appreciable 44%increase over the amount deployed the same period the year prior.As with nickel,this increase is attribute

56、d mainly to surge in global EV sales coupled with widespread use of medium-nickel cell chemistries,such as NCM 5-and 6-Series,plus an increase in global sales-weighted average pack capacity,from 24.8 kWh to 31.4 kWh.The top seven cell suppliers by cobalt deployed onto roads(CATL,LG Energy Solution,S

57、amsung SDI,Panasonic,SK On,CALB and BYD)were collectively responsible for 88%of the markets consumption.BEVs were responsible for 81%of all cobalt deployed globally in passenger EV batteries in 2022 H1(up from 78%in 2021 H1),whereas PHEVs and HEVs were responsible for a combined 19%in 2022 H1(down f

58、rom 22%in 2021 H1),as BEV sales growth outpaced that of P/HEVs over the same period.On the back of strong EV sales(especially in China),Asia Pacific led by cobalt deployed onto roads in 2022 H1,boosting its share of global deployment to 49%from 41%in 2021 H1.Conversely,Europe was responsible for a l

59、ower 36%of all cobalt deployed onto roads globally in 2022 H1,down from 44%the year prior owing to a slowdown in EV sales growth and the rising popularity of cobalt-free LFP-powered BEVs.Americas share of cobalt deployment went unchanged at 14%.5,400 7,300 1,600 550TeslaMercedesKiaHyundaiVolvoBMWGAC

60、AudiNioPeugeotTonnes2021 H12022 H1Page 16 of 20 2.9 kg Cobalt STATE OF CHARGE|EVs,Batteries and Battery Materials Manganese Deployed In 2022 H1,23,700 tonnes of manganese were deployed onto roads globally in batteries of all newly sold passenger EVs combined,a remarkable 44%increase over the amount

61、deployed during the same period the year prior.As with nickel and cobalt,this increase is attributed mainly to surge in global EV sales in 2022 H1,coupled with widespread use of medium-nickel cell chemistries,such as NCM 5-and 6-Series,plus an increase in global sales-weighted average pack capacity.

62、The top seven cell suppliers by manganese deployed onto roads(CATL,LG Energy Solution,CALB,Samsung SDI,SK On,GS Yuasa and Panasonic)in 2022 H1 were collectively responsible for 85%of the markets consumption.BEVs were responsible for 77%of all manganese deployed globally in passenger EV batteries in

63、2022 H1(up from 72%in 2021 H1),whereas PHEVs and HEVs were responsible for 23%in 2022 H1(down from 28%in 2021 H1),as BEV sales growth outpaced that of P/HEVs over the same period.Lastly,the average amount of manganese deployed onto roads globally per EV sold in 2022 H1 was 3.8 kg,up just 2%year-over

64、-year as manganese use in medium-and high-nickel cell chemistries(including the newly introduced NCMA)weas partially negated by rising adoption of manganese-free LFP cells for entry level BEV and PHEV models.OVERVIEW BY EV TYPE AVERAGE 23,700 tonnes 4,000 tonnes Manganese deployed globally in 2022 H

65、1 Manganese deployed globally in 2021 H1+44%PHEV HEV 16,400 tonnes 3.8 kg Manganese Page 17 of 20 3.7 kg Manganese+2%STATE OF CHARGE|EVs,Batteries and Battery Materials Graphite Deployed In 2022 H1,177,200 tonnes of graphite were deployed onto roads globally in batteries of all newly sold passenger

66、EVs combined,a lofty 86%increase over the amount deployed during the same period the year prior.As with LCE,this increase mainly comes on the back of a 42%jump in global EV sales coupled with a 27%jump in the global sales-weighted average pack capacity.The top seven cell suppliers by graphite deploy

67、ed onto roads(CATL,LG Energy Solution,BYD,Panasonic,SK On,Samsung SDI and CALB)in 2022 H1 were collectively responsible for 89%of the markets consumption.BEVs were responsible for 89%of all graphite deployed onto roads globally in passenger EV batteries in 2022 H1(up from 87%in 2021 H1),whereas P/HE

68、Vs were responsible for 11%in 2022 H1(down from 13%in 2021 H1),as BEV sales growth outpaced that of P/HEVs over the same period.On the back of modest global EV sales growth and increasing average pack capacity,the average amount of graphite deployed onto roads globally per EV sold in 2022 H1 increas

69、ed by 32%year-over-year,from 21.6 kg in 2021 H1 to 28.4 kg in 2022 H1.OVERVIEW BY EV TYPE AVERAGE 177,200 tonnes 4,000 tonnes Graphite deployed globally in 2022 H1 Graphite deployed globally in 2021 H1+86%PHEV HEV 95,000 tonnes 28.4 kg Graphite+32%21.6 kg Graphite Page 18 of 20 STATE OF CHARGE|EVs,B

70、atteries and Battery Materials Introducing the“EV Battery Capacity and Battery Metals Tracker”Building on ongoing EV registrations in over 110 countries,our web-based platform helps users track monthly deployment of battery metals and materials,battery capacity,and the ever-evolving competitive land

71、scapes of battery chemistries and cell suppliers.The trackers intuitive user interface and interactive charts and filters let users quickly zoom in on specific regions,countries,automakers,models,cell suppliers,battery chemistries,battery materials and more.We use best-in-class visual analytics tool

72、s to provide our clients with best-in-class results.Spend less time collecting,cleansing and fact-checking data,and more time making informed decisions.Subscription includes access to the online platform plus a wealth of Excel data,all updated monthly.More Information Join our Mailing List Regular i

73、nsights on EVs,batteries and more EV Battery Capacity and Battery Metals Tracker Page 19 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials About Adamas Intelligence Adamas Intelligence is an independent research and advisory firm that helps clients make informed decisions involving strategic

74、 metals and materials,such as rare earth elements and battery metals and materials.Products&Services We empower clients on six continents with the data-backed insight,analysis and foresight they need to capitalize on emerging trends and new business opportunities.Visit our website or contact us today to discuss how we can assist your organization.Coverage Areas Page 20 of 20