EV Markets Accelerate: Which Regions Lead Growth?

Analysis of the indices that measure the performance of EV raw materials and components, highlighting the regions with the greatest dynamism.

The global electric vehicle market is accelerating, with different regions showing clear signs of dynamism. Below, we present the main indicators that measure the pulse of the supply chain, from lithium to battery components, to reveal where growth is most intense.

Predominant Raw Material and Component Indices

• Lithium Index: 324 (-4.05%)
• Lithium Carbonate Index: 349.17 (-2.14%)
• Lithium Hydroxide Index: 295.42 (-4.70%)
• Cobalt Index: 256.64 (+0.41%)
• Nickel Index: 122.7 (-0.88%)
• Natural Graphite Index: 81.92 (+0.28%)
• Anode Coke Index: 75.72 (+1.49%)
• Anode Index: 77.79 (-0.22%)
• Cathode Index: 72.79 (+13.59%)
• Lithium ion Batteries Index: 74.53 (+4.53%)
• Black Mass Index: 45.8 (-3.25%)
• Rare Earths Index: 179.86 (+15.74%)
• LFP Index: 111.93 (-10.40%)
• NCM High-Nickel Index: 99.44 (+2.61%)
• NCM Mid-Nickel Index: 103.53 (+3.78%)

Predominant Raw Material and Component Indices (Set 2/4)

• Lithium Index: 324 (-4.05%)
• Lithium Carbonate Index: 349.17 (-2.14%)
• Lithium Hydroxide Index: 295.42 (-4.70%)
• Cobalt Index: 256.64 (+0.41%)
• Nickel Index: 122.7 (-0.88%)
• Natural Graphite Index: 81.92 (+0.28%)
• Anode Coke Index: 75.72 (+1.49%)
• Anode Index: 77.79 (-0.22%)
• Cathode Index: 72.79 (+13.59%)
• Lithium ion Batteries Index: 74.53 (+4.53%)
• Black Mass Index: 45.8 (-3.25%)
• Rare Earths Index: 179.86 (+15.74%)
• LFP Index: 111.93 (-10.40%)
• NCM High-Nickel Index: 99.44 (+2.61%)
• NCM Mid-Nickel Index: 103.53 (+3.78%)

Predominant Raw Material and Component Indices (Set 3/4)

• Lithium Index: 324 (-4.05%)
• Lithium Carbonate Index: 349.17 (-2.14%)
• Lithium Hydroxide Index: 295.42 (-4.70%)
• Cobalt Index: 256.64 (+0.41%)
• Nickel Index: 122.7 (-0.88%)
• Natural Graphite Index: 81.92 (+0.28%)
• Anode Coke Index: 75.72 (+1.49%)
• Anode Index: 77.79 (-0.22%)
• Cathode Index: 72.79 (+13.59%)
• Lithium ion Batteries Index: 74.53 (+4.53%)
• Black Mass Index: 45.8 (-3.25%)
• Rare Earths Index: 179.86 (+15.74%)
• LFP Index: 111.93 (-10.40%)
• NCM High-Nickel Index: 99.44 (+2.61%)
• NCM Mid-Nickel Index: 103.53 (+3.78%)

Predominant Raw Material and Component Indices (Set 4/4)

• Lithium Index: 324 (-4.05%)
• Lithium Carbonate Index: 349.17 (-2.14%)
• Lithium Hydroxide Index: 295.42 (-4.70%)
• Cobalt Index: 256.64 (+0.41%)
• Nickel Index: 122.7 (-0.88%)
• Natural Graphite Index: 81.92 (+0.28%)
• Anode Coke Index: 75.72 (+1.49%)
• Anode Index: 77.79 (-0.22%)
• Cathode Index: 72.79 (+13.59%)
• Lithium ion Batteries Index: 74.53 (+4.53%)
• Black Mass Index: 45.8 (-3.25%)
• Rare Earths Index: 179.86 (+15.74%)
• LFP Index: 111.93 (-10.40%)
• NCM High-Nickel Index: 99.44 (+2.61%)
• NCM Mid-Nickel Index: 103.53 (+3.78%)

We conclude that the dynamism of EV markets strongly depends on supply chain factors, especially lithium, cathodes, and anode materials. Regions with greater attractiveness appear associated with positive variations in various categories, signaling robust growth ahead.

Comments: In which regions do you believe growth will be most intense in the coming years and for what reasons?