China, South Korea battery-makers drive growth despite capacity regionaliza

S&P Global Commodity Insights reports on investments and growth in global battery capacity. The article leverages the Battery Cell Manufacturer Database provided by the Global Clean Energy Technology service, which tracks known company announcements of battery capacities, including lithium-ion, alternative chemistries such as sodium-ion, and various flow batteries. The demand d...

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Nov 2023

Blog

The Big Picture: 2024 Energy Transition Industry Outlook

2024 Outlook: Growing complexities for global energy transition Energy transition efforts have ramped up over the past decade but have been tempered by macroeconomic and geopolitical challenges since 2022. Governments worldwide are, however, paying closer attention to the nuances of developing and using renewable energy technologies. Amid the complex business environment and an...

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Jul 2023

Research

Lithium and Cobalt CBS June 2023 – Lithium prices converge, cobalt price up

In its monthly Lithium and Cobalt Commodity Briefing Service (CBS) report, S&P Global Commodity Insights discusses the lithium and cobalt markets within the broader macroeconomic environment and provides rolling five-year supply, demand and price forecasts. ➤ Passenger plug-in electric vehicle (PEV) sales rose across all top markets in May; total sales were up 12.7% month over ...

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