KETEP 세계에너지시장정보

1.  Introduction 1

2.  Overview of Critical Mineral Availability Risks 2

3.  Critical Mineral Quantity-Availability Risks for Battery Minerals 2

4.  Evidence Relevant to Understand China’s Investment and Pricing Decisions in Lithium and Cobalt Markets 3
 4.1.  Lithium: Data on Capacity, Capacity Utilization, and Prices  3
 4.2.  Cobalt: Data on Capacity, Capacity Utilization, and Prices 7

5.  What Do the Lithium and Cobalt Data Suggest? 10

6.  What Else Might Be Going On? 12

7.  China’s Lead in Battery Minerals Processing 13

8.  Policy Implications 14

9.  Concluding Remarks 16

References 17