Sinobatintel
We help investors-, analysts-, -researchers and producers,
mostly in the battery cathode materials sector,
to be knowledgeable about current- and future production trends & market prices,
in the fast developing current- and next generation battery materials supply-chain.
Wisdom Beyond Knowledge
China
Threat or Opportunity ?
Undisputed market leader in battery- and cell R&D and Manufacturing at extreme scale.
Most Korean- & Japanese battery makers use mostly Chinese battery raw materials.
Top Legacy OEM's to use Chinese batteries & cells for mass-produced EV's.
Attempts to decouple from China's battery- & cell supply have been proven futile.
China's battery material producers depend heavily on imported raw materials, yet still dictate terms as the biggest off-takers.
Leading Chinese battery makers are expanding production capacity globally creating nearshoring opportunities.
The top Chinese battery makers determine battery chemistries and control the selection of raw materials. (not legacy OEM's)
- Western PRA's & Analysts underestimate China's self-resilience to produce high quality, low-cost batteries at extreme scale, very fast.
“If you know the enemy and know yourself,
you need not fear the result of
a hundred battles.
If you know yourself but not the enemy,
for every victory gained you will
also suffer a defeat.
If you know neither the enemy nor yourself,
you will succumb in every battle.”
― Sun Tzu, The Art of War
Is this where you are?
Comfortable illusion Uncritical belief in illusions created & maintained by powerful forces, using subjective narratives and mass propaganda. Overwhelming supply of biased reporting, -news, -interviews, -announcements, -events, -videos, -podcasts & other channels of misinformation en masse. Typical language: supply models, long-term price forecasts, comprehensive methodologies, demand in GWh, outlook reports until 2040/50, structural deficits, severe shortages, announced future capacity, market demand, materials deployment |
Is this where you want to stay ?
But you need this...
Inconvenient Truth The choice to question and deconstruct the dominant narratives and discourses that shape our reality. The real value of objectivity, knowledge, understanding and wisdom. OUR language: production growth, relative decrease/increase, cyclical & seasonal changes, trends, report, analyse, production in metric tonnes, average price, metal contained, Year-on-Year, last/next 6-18 months, next generation chemistry, medium/long term uncertainty |
Do you want this ?
Production- & Price information (weekly/monthly)
Cathode Active Materials (CAM)
Relevant Precursors & REE's
& timeous awareness
of new production trends.
in new battery technologies
& up/mid-stream supply chain.
to identify potential
threats & opportunities.
in the same battery/cathode
materials production niche.
Our data and information is obtained from various accredited, verified & internationally certified sources in Asia.
Cathode
materials
NMC
(811+532 pricing)
LFP
LMO
LCO
LMFP & Sodium
(indirect investigative analysis)
Precursors
materials
Sulphates of:
Manganese, Nickel, Cobalt
Oxides of:
Manganese & Cobalt
Nickel
(99.9 % purity)
Lithium
-Carbonate & -Hydroxide
Iron Phosphate
& Ferrous Sulphate (99%)
Other
Materials
Copper
Silver
(99.99% purity + -nitrate)
Aluminium
(high purity 4N5+)
Spodumene
(Index pricing only)- R E E
oxides & alloysTerbium
Praseodymium
Neodymium
Dysprosium
We aim to reply within 24 hours.
