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Monthly Global Cathode & Li, Co, Ni, Mn Shipment Tracker Feb, 2019 Copyright 2017 SNE Research Co., Ltd. All rights reserved. No material contained in this report may be reproduced in whole or in part without the express written permission of SNE Research Co., Ltd. This report is intended for the sole and exclusive use of the original purchaser and may not be distributed or transferred in any form to any other person or entity. SNE Research Co., Ltd. provides the information in this report for informational purposes only and does not grant any express or implied warranty, guaranty, or representation concerning the information contained in this report, its merchantability, or its fitness for a particular purpose or function. Any reference to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favoring by SNE Research Co., Ltd. Neither SNE Research nor any of its affiliates shall be liable to you or any third party in damages of whatever kind that may result from any reliance on (or use of) any information contained in this report. By receiving this report, you acknowledge that any reliance on information contained in this report shall be at your sole risk and that no representations have been made to you that are inconsistent with the foregoing. INDEX Report-EV Sales -> sample Report-e-CV Sales -> sample Report-Top 20 Maker -> sample Report-Top 20 Model -> sample Report-EV Battery Sales -> sample Report-e-CV Battery Sales Report-Battery Type and Chem Material Trend -> sample Material Consumption for TOP 10 OEMs Material Consumption for TOP 10 Battery Suppliers Material Consumption for TOP 10 Cathode Suppliers Type Country Continents Group Maker Model Battery Supply Battery Type Battery Chemical Cathode Material Cathode Supplier Cathode SCM Lithium Cobalt Nickel Mangan Material Consumption for xEV OEMs Material Consumption for Battery & Cathode Suppliers Beispiel Trackerausschnitt EV-Sales Report 2018 (Auszug) xEV sales Jan-2018 Feb-2018 Mar-2018 Apr-2018 May-2018 June-2018 Jul-2018 Aug-2018 Sep-2018 Oct-2018 Nov-2018 Dec-2018 World xEV 0 0 0 0 0 0 358.166 362.235 437.756 0 0 0 BEV 104.502 128.436 163.549 HEV 200.932 173.845 216.225 PHEV 52.732 59.954 57.982 BEV 62.337 79.468 98.337 China HEV 16.364 15.935 17.963 PHEV 24.654 29.411 28.607 BEV 2.084 2.107 2.849 Japan HEV 91.609 75.430 100.558 PHEV 1.410 1.500 2.273 BEV 20.124 26.464 33.936 U.S.A. HEV 31.035 30.240 31.919 PHEV 9.179 9.895 10.679 BEV 14.457 15.306 22.217 Europe HEV 47.805 38.312 52.451 PHEV 15.067 16.259 14.636 Beispiel Trackerausschnitt e-CV Sales Report 2018 (Auszug) e-CV sales Jan-2018 Feb-2018 Mar-2018 Apr-2018 May-2018 June-2018 Jul-2018 Aug-2018 Sep-2018 Oct-2018 Nov-2018 Dec-2018 World e-CV 0 0 0 0 0 0 10.672 13.231 20.125 0 0 0 Bus 3.457 4.399 8.865 Truck 7.215 8.832 11.260 Bus 3.429 4.351 8.766 China Truck 6.595 8.396 10.291 Bus 8 6 12 Europe Truck 619 435 969 Bus 1 31 28 Asia * Truck 1 0 0 Bus 19 11 44 U.S.A. Truck 0 1 0 Bus 0 0 14 Others Truck Beispiel Trackerausschnitt TOP 20 Maker Sales Report 2018 (Auszug) Top 20 Maker (BEV+PHEV) Jan-2018 Feb-2018 Mar-2018 Apr-2018 May-2018 June-2018 Jul-2018 Aug-2018 Sep-2018 Oct-2018 Nov-2018 Dec-2018 TESLA 20.084 25.629 38.425 BYD 18.803 21.840 27.801 BAIC 7.195 12.923 12.650 BMW 8.708 10.209 11.930 NISSAN 7.688 8.042 9.703 CHERY 6.506 5.738 9.428 ROEWE 9.745 10.831 8.705 Hawtai 4.717 5.574 7.639 DONGFENG 2.366 4.316 6.239 JAC 3.864 4.623 5.229 Geely Emgrand 4.386 5.633 5.106 MITSUBISHI 2.675 3.136 4.981 CHANGAN 2.013 3.461 4.572 HYUNDAI 3.367 2.789 4.344 CHEVROLET 4.102 4.151 4.204 RENAULT 2.715 3.076 4.166 TOYOTA 3.498 3.290 3.502 JMC 2.869 3.040 3.459 VOLVO 1.939 2.666 3.156 KIA 3.347 3.767 2.941 Grand Total 157.234 188.390 221.531 Beispiel Trackerausschnitt TOP 20 Model Sales Report 2018 (Auszug) Top 20 Model (BEV+PHEV) Maker Model Jan-2018 Feb-2018 Mar-2018 Apr-2018 May-2018 June-2018 Jul-2018 Aug-2018 Sep-2018 Oct-2018 Nov-2018 Dec-2018 TESLA Model 3 (Long Range) 15.079 18.065 23.145 NISSAN LEAF (40kWh) 6.868 7.162 8.716 TESLA Model X 2.474 3.671 8.112 TESLA Model S 2.531 3.893 7.168 BYD Tang (LIB) (19.96kWh) 0 4.923 5.942 BYD Yuan (元) EV 4.174 4.487 5.008 BMW 530e 2.202 2.836 4.902 Hawtai Hawtai EV160 3.320 3.984 4.780 MITSUBISHI Outlander (2018) 0 2.071 4.391 BYD e5 (2018) 3.056 4.003 4.265 BAIC SenovaD50(EU300) 2.531 2.988 4.138 BYD Qin PHEV (LIB) 4.068 4.091 3.866 TOYOTA Prius PHV 3.498 3.290 3.502 CHERY eQ1 (CATL 35.0) 0 1.613 3.406 Geely Emgrand EC7 (Emgrand EV) 2.500 4.647 3.193 ROEWE ei6 (i6 1.0T EDU) 3.783 4.012 3.119 RENAULT Zoe (2017) 1.992 2.321 3.040 BYD Song DM 2.408 1.916 3.014 JunFeng ER30 (Green DONGFENG 0 3.352 2.856 Power) BAIC SenovaX25(EX360) 3.002 3.162 2.657 Grand Total 157.234 188.390 221.531 Beispiel Trackerausschnitt EV-Battery Sales Report 2018 (Auszug) Battery Capacity for Top 10 Battery Company (All xEVs, include e-CVs) (MWh) 2017 Jul~Sep MS (%) Sep 2017 MS (%) 2018 Jul~Sep MS (%) Aug 2018 MS (%) Sep 2018 MS (%) MoM (%) QoQ (%) Year Ago (%) 1 Panasonic 6.980,0 27,8 2.121,1 27,3 3.187,9 29,3 50,3 2 CATL 5.416,9 21,6 1.552,8 20,0 2.397,0 22,1 54,4 3 BYD 3.476,0 13,9 1.020,1 13,1 1.678,3 15,4 64,5 4 LGC 1.634,6 6,5 492,3 6,3 625,2 5,8 27,0 5 AESC 1.016,7 4,1 318,2 4,1 389,3 3,6 22,3 6 Lishen 829,1 3,3 290,2 3,7 335,0 3,1 15,4 7 SDI 709,8 2,8 246,6 3,2 234,4 2,2 (4,9) 8 Guoxuan 418,1 1,7 145,1 1,9 189,1 1,7 30,4 9 Farasis 510,6 2,0 170,7 2,2 183,9 1,7 7,7 10 PEVE 486,9 1,9 145,7 1,9 170,4 1,6 16,9 Others 278,7 1,1 111,6 1,4 66,7 0,6 (40,2) Total 25.080,8 100,0 7.762,0 100,0 10.867,7 100,0 40,0 8.000,0 7.000,0 6.000,0 5.000,0 2017 Jul~Sep 4.000,0 2018 Jul~Sep 3.000,0 2.000,0 1.000,0 0,0 Panasonic CATL BYD LGC AESC Lishen SDI Guoxuan Farasis PEVE Beispiel Trackerausschnitt Material Trend Report 2018 (Auszug) 60000 Material Trend (2014~2017, 2018 Jul~Sep) 50000 (unit : ton) Material 2014 Y 2015 Y 2016 Y 2017 Y 2017 Jul~Sep 2018 Jul~Sep YoY 40000 Cathode 51.115 Lithium 3.327 2017 Jul~Sep Cobalt 4.515 30000 Nickel 13.896 2018 Jul~Sep Mangan 5.526 20000 10000 0 Cathode Lithium Cobalt Nickel Mangan (unit : ton) Material 2014 Y 2015 Y 2016 Y 2017 Y 2017 Jul~Sep 2018 Jul~Sep 60.000 Cathode 51.115 50.000 Lithium 3.327 Cobalt 4.515 40.000 Nickel 13.896 Mangan 5.526 30.000 20.000 10.000 0 2014 Y 2015 Y 2016 Y 2017 Y 2018 Jul~Sep Cathode Lithium Cobalt Nickel Mangan.
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