First export of electric vehicle batteries, Prabowo says it proves downstreaming is working
A new outbound shipment of EV batteries adds supply to global battery markets.
Source →The trace
How it reaches your house.
Starting from Nickel sulfate (battery grade), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Lithium-ion battery cells (prismatic, cylindrical, pouch) →supply upMore lithium-ion battery cell supply relaxes a critical input constraint for vehicle production, especially EVs.
84% confidenceNickel sulfate (battery grade) →supply upNickel sulfate is a substantial input to lithium-ion batteries, so a new export of EV batteries directly increases finished battery supply in the market.
83% confidenceLithium-ion battery cells (prismatic, cylindrical, pouch) →Prices easeHop 2
Contemporary Amperex Technology Co. Limited →supply upLithium-ion battery cells (prismatic, cylindrical, pouch)
CATL’s exported EV battery shipment directly increases availability of its lithium-ion battery cells, and the company’s 37% share makes the supply effect material.
88% confidenceLithium-ion batteries →Prices riseCathode active material (NMC/LFP/NCA)
More lithium-ion battery exports imply more cell production, which raises demand for cathode active material used in every major chemistry.
69% confidenceLithium-ion batteries →Prices riseHop 3
Synthetic graphite (anode grade) →Stands to benefitBecause China accounts for 92% of synthetic graphite supply, any demand uplift from battery exports would overwhelmingly benefit China-based graphite supply.
82% confidenceLithium carbonate / lithium hydroxide →Stands to benefitChile's 30% share of lithium supply means stronger battery-driven demand for lithium chemicals should benefit its producers.
74% confidenceLithium carbonate / lithium hydroxide →Stands to benefitAustralia's large lithium supply share should gain from higher demand for lithium carbonate/hydroxide tied to more EV batteries.
Where it lands
What you buy, and what you own.
Goods you buy
Vehicles and light trucks · Lithium-ion batteries
Companies you may own
300750.SZBTR New Energy MaterialsSQM3407Shanshan Energy Technology Co., Ltd.ALBCelgard (Sumitomo Electric)Toray Industries, Inc. (Battery Separator)Ganfeng Lithium5713UMITianqi LithiumSemcorp (Sinoma Lithium Battery Separator / Senior)EcoPro BM Co., Ltd.BASF SE (Battery Materials / Catalysts)Arcadium Lithium plc (Rio Tinto acquisition 2024)POSCO Future M Co., Ltd. (formerly POSCO Chemical)Beijing Easpring Material Technology Co., Ltd.GrafTech International Holdings Inc.
Tap a company to see what it told the SEC could break it.
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