Henrique Ribeiro

Lithium carbonate's relevance for the electrification of the passenger vehicle market gained additional support from a major automaker, Volkswagen who committed to build six battery factories by 2030.

Lithium carbonate’s relevance for the electrification of the passenger vehicle market gained additional support from a major automaker, Volkswagen who committed to build six battery factories by 2030.

Evolving choices around EV battery composition have altered price dynamics in the lithium market, with the two main forms, hydroxide and carbonate, now moving independently

Increasing investment in so called battery gigafactories in the West is a natural step towards regionalizing supply chains, but it will take more than just funds to topple China s dominance in the bat

The global lithium market has seen prices moving to new record highs almost daily, boosted by limited supply and good demand. This strength is expected to continue into 2022, as supply tightness persi

As companies and countries continue to eye net-zero targets and generate energy transition plans, the already growing global demand for lithium is poised to pick up momentum. But a lack of investment in new production of the key raw material used in electric vehicles and energy storage systems might…

For the first time in over a decade, battery pack costs started to increase —even in the low cost segment. Battery packs are the main cost component in an electric vehicle (EV), meaning that this uptrend should either squeeze manufacturers’ margins or lead to higher EV price tags. Henrique Ribeiro (…

Despite serving multiple purposes in the energy transition, batteries have their own footprint, and downstream players want to have that addressed. With automakers on the driving seat, ESG requirement

Join S&P Global experts from our Commodity Insights and Mobility divisions as they delve into the potential roadblocks facing the electric vehicle market in 2023. From fluctuating lithium prices to th

Electric vehicle sales grew about 36% on the year in 2022, according to S&P Global Mobility estimates. The momentum, however, is at risk in 2023 due to several factors: the end of China s subsidies, E