燃料电池市场报告-PDF版

洞悉光伏行业主产业链系列四：光伏硅片下游需求长期向好格局优化龙头恒强-221208（44页）.pdf

光伏硅片：下游需求长期向好，格局优化龙头恒强洞悉光伏主产业链系列四2022.12.08东亚前海证券分析师东亚前海证券分析师 段小虎段小虎资格证书：资格证书：S1710521080001理性投资 专业融.

2022-12-09 44页 5星级

电池涂覆材料专题（二）：芳纶涂覆隔膜的0-1拐点到了么？-20221206（17页）.pdf

敬请参阅最后一页特别声明 1 基本结论：电池快充电池快充&安全性要求提高，芳纶涂覆隔膜安全性要求提高，芳纶涂覆隔膜 0 0-1 1 加速。加速。快充和安全性是电池尤其是动力电池最重要的迭代动力。由于.

2022-12-07 17页 5星级

动力电池回收行业专题报告之一：动力电池退役潮起回收赛道风口将至-221129（26页）.pdf

请务必阅读正文之后的重要声明部分请务必阅读正文之后的重要声明部分 、动力电池退役潮起，回收赛道风口将至动力电池退役潮起，回收赛道风口将至 -动力电池动力电池回收行业回收行业专题报告专题报告之一之一 .

2022-12-05 26页 5星级

千际投行：2022年钒电池行业研究报告（29页）.pdf

第一章 行业概况钒电池（Vanadium Redox Battery，缩写为VRB），全称为全钒氧化还原液流电池，是一种活性物质呈循环流动液态的氧化还原电池。钒电池可以作为大容量储能电站的电池，其工作.

2022-12-02 29页 5星级

锂电池行业：动力储能双轮驱动行业高景气延续-221201（42页）.pdf

请仔细阅读报告尾页的免责声明请仔细阅读报告尾页的免责声明1行业深度报告行业深度报告2022年12月01日锂电池：动力储能双轮驱动，行业高景气延续锂电池：动力储能双轮驱动，行业高景气延续核心观点核心观点.

2022-12-02 42页 5星级

北京市氢燃料电池汽车车用加氢站发展规划（2021—2025年）（46页）.pdf

北京市氢燃料电池汽车车用加氢站发展规划（20212025年）北京市城市管理委员会2022 年 11月目 录第一章 发展现状第一章 发展现状.2一、国内外加氢站建设情况.2二、北京市加氢站建设和运营现.

2022-11-29 46页 5星级

千际投行：2022年动力电池回收行业研究报告（26页）.pdf

第一章 行业概况动力电池（主要指锂动力电池）回收利用就是指新能源汽车废旧锂动力电池进行多层次的合理利用。动力电池容量会随着使用次数的增加而不断降低，电量衰减至80%之后就无法满足为新能源汽车提供动力，.

2022-11-25 26页 5星级

动力电池回收行业深度：驱动因素、竞争环境、产业链及相关公司深度梳理-221123（25页）.pdf

1/25 2022 年年 11 月月 23 日日 行业行业|深度深度|研究报告研究报告 行业研究报告 慧博智能投研 动力电池回收行业深度：驱动因素、动力电池回收行业深度：驱动因素、竞争环竞争环境境、.

2022-11-24 25页 5星级

汽车行业：钠电新玩家入场锂镍资源布局紧密-20221122（15页）.pdf

有关分析师的申明，见本报告最后部分。其他重要信息披露见分析师申明之后部分，或请与您的投资代表联系。并请阅读本证券研究报告最后一页的免责申明。新能源汽车产业链行业 行业研究|行业周报 本周看点本周看点.

2022-11-23 15页 5星级

2022锂电池行业专题报告：复合铜箔量产在即星辰大海-221116（29页）.pdf

复 合 铜 箔：量 产 在 即，星 辰 大 海2022锂电池行业专题报告证券研究报告电力设备与新能源行业/行业专题报告2022年11月16日分析师：张文臣登记编号：S1220522010003分析师：.

2022-11-18 29页 5星级

亿渡数据：2022年中国氢燃料电池行业短报告（15页）.pdf

点击查看更多亿渡数据：2022年中国氢燃料电池行业短报告（15页）.pdf精彩内容。

2022-11-17 15页 5星级

逆变器行业深度：行业现状、发展趋势、产业链及相关公司分析-20221115（22页）.pdf

1/22 2022 年年 11 月月 15 日日 行业行业|深度深度|研究报告研究报告 行业研究报告 慧博智能投研 逆变器行业深度逆变器行业深度：行业现状行业现状、发展趋势、产、发展趋势、产业链及相.

2022-11-16 22页 5星级

燃料电池汽车产业投资地图（26页）.pdf

点击查看更多燃料电池汽车产业投资地图（26页）.pdf精彩内容。

2022-11-14 26页 5星级

GIZ：京津冀地区燃料电池汽车产业发展研究报告（英文版）（58页）.pdf

On behalf ofResearch on the Development of the Fuel Cell Vehicle Industry in the Beijing-Tianjin-Heb.

2022-11-14 58页 5星级

鼎胜新材-电池铝箔高景气龙头企业优势凸显-221109（18页）.pdf

请务必阅读正文后的重要声明部分 2022 年年 11 月月 09 日日 证券研究报告证券研究报告公司研究报告公司研究报告 买入买入（首次）（首次）当前价：52.94 元 鼎胜新材（鼎胜新材（6038.

2022-11-14 18页 5星级

超频三-深度报告：快速切入锂电正极及回收产线即将落地释放业绩-221111（27页）.pdf

证券研究报告|深度报告|消费电子 http:/ 1/27 请务必阅读正文之后的免责条款部分 超频三(300647)报告日期：2022 年 11 月 11 日 快速切入快速切入锂电正极锂电正极及回收及回.

2022-11-14 27页 5星级

上奇：2022年锂电池产业分析报告（28页）.pdf

全国产业分析报告(省市版)目 录目 录一、产业定义.1二、企业总量.2（一）企业总量.2（二）区域分布.3（三）企业结构.5（四）上市企业.7（五）新增企业.8三、创新要素.9（一）全量专利.9（二）.

2022-11-11 28页 5星级

Adamas Intelligence：2022年充电状态报告-电动汽车、电池和电池材料（英文版）（20页）.pdf

7th Biannual,2022 H1 STATE OF CHARGE|EVs,Batteries and Battery Materials This report and its contents are copyright and may not be reproduced or redistributed in part or whole without prior permission from Adamas Intelligence.Apart from any use as permitted by law,all rights pertaining to this publication are reserved by Adamas Intelligence and associated copyrights are strictly enforced.Lead Author:Alla Kolesnikova,MBA Head of EV Data&Analytics Email: Phone: 1 437-230-8030 Copyright Adamas Intelligence 2022 Forward Looking Statements:This report contains“forward-looking statements”that is,statements related to future events.In this report,forward-looking statements address our expectations of future production,supply,demand,consumption,sales,and pricing within parameters defined by stated scenarios,and often contain words such as“forecast”,“project”,“expect,”“anticipate,”“intend,”“plan,”“believe,”“seek,”“see,”or“will.”Forward-looking statements by their nature address matters that are,to different degrees,uncertain.A number of future uncertainties exist that could cause actual results to be materially different than those expressed in our forward-looking statements.Readers are responsible for assessing the relevance and accuracy of these forward-looking statements.Adamas Intelligence will not be liable for any loss,damage,cost,or expense incurred or arising by any reason of any person or business using or relying on forward-looking statements in this report.At the time of this reports publication,neither the author nor any other employees of Adamas Intelligence owned shares or stock options in any publicly traded or privately-owned companies mentioned herein.STATE OF CHARGE|EVs,Batteries and Battery Materials CONTENTS State of Charge in 2022 H1.3 Passenger EV Registrations.4 Battery Capacity Deployed.5 Lithium Deployed.8 Nickel Deployed.11 Cobalt Deployed.14 Manganese Deployed.16 Graphite Deployed.17 About Adamas Intelligence.19 STATE OF CHARGE|EVs,Batteries and Battery Materials State of Charge in 2022 H1 In this biannual State of Charge report,we provide an informative overview of the global EV markets performance over the past half-year(in this case“2022 H1”)and its implications on the ever-evolving battery and battery materials supply chains.This overview draws on research and data available to clients through our subscription-based monthly reports and web-based trackers.Among the findings of the latest report:In 2022 H1 global passenger EV registrations jumped 42%over the same period the year prior,amounting to 6.23 million units,up from 4.40 million units in 2021 H1.This increase was driven by surging sales growth in Asia Pacific(up 75%year-over-year)coupled with modest growth in the Americas(up 19%year-over-year)and Europe(up 10%year-over-year).In the Asia Pacific region specifically,a 75%increase in EV sales year-over-year in 2022 H1 translated to a massive 118%increase in watt-hours of battery capacity deployed onto roads over the same period the year prior,and a corresponding 113%increase in lithium,69%increase in nickel and 74%increase in cobalt consumption over the same period.In 2022 H1,total global battery capacity deployed onto roads in all regions combined amounted to a hefty 195.5 GWh,79%more than was deployed globally in 2021 H1.In 2022 H1,Tesla continued to lead the pack by battery capacity deployed onto roads globally,installing nearly as many watt-hours into newly sold EVs as its four closest competitors combined.Just seven cell suppliers globally(CATL,LG Energy Solution,Panasonic,BYD,SK On,Samsung SDI and CALB)were collectively responsible for more than 82%of all battery capacity and battery metals deployed onto roads globally in passenger EVs in 2022 H1.In 2022 H1,global leader CATL deployed 123%more watt-hours of battery capacity onto roads worldwide than the same period the year prior,translating to a 116%increase in lithium,98%increase in nickel,and 77%increase in cobalt deployed onto roads over the same period.In 2022 H1,deployment of LFP cells(in watt-hours)increased 237%over 2021 H1,supressing nickel and cobalt use per vehicle sold,on average.In 2022 H1,117,200 tonnes of lithium carbonate equivalent(“LCE”)were deployed onto roads globally in the batteries of all newly sold passenger EVs combined,76%more than were deployed globally in 2021 H1.In 2022 H1,59%of all LCE units were deployed as carbonate,41%as hydroxide.Similarly,in 2022 H1,88,200 tonnes of nickel were deployed onto roads globally in the batteries of all newly sold passenger EVs combined,50%more than were deployed globally in 2021 H1.Lastly,in 2022 H1,18,500 tonnes of cobalt were deployed onto roads globally in the batteries of all newly sold passenger EVs combined,44%more than were deployed globally in 2021 H1.Page 4 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Passenger EV Registrations In 2022 H1 global passenger EV registrations jumped 42%over the same period the year prior,amounting to 6.23 million units versus 4.40 million units in 2021 H1.This increase was driven by a boom in Asia Pacific(up 75%year-over-year),despite ongoing lockdowns,coupled with a modest rise in the Americas(up 19%year-over-year)and Europe(up 10%year-over-year).Overall,BEVs made up 49%of total global passenger EV registrations in 2022 H1,up from 40%in 2021 H1 and 34%in 2020 H1.PHEVs made up 19%of total global passenger EV registrations in 2022 H1,down from 20%the year prior,while HEVs made up 32%in 2022 H1,down from 41%the year prior.In 2022 H1 Asia Pacific posted year-over-year EV sales growth of 75%owing to roaring BEV and PHEV sales in the region.Although Japanese HEVs still drive over 25%of the regions sales volume,sales of Chinese BEVs and PHEVs from the likes of BYD,Cherry,GAC and SGMW continue to drive the majority.Tesla is the only foreign automaker with major EV production volume in the region.In 2022 H1,the Americas and Europe posted modest year-over-year EV sales growth of 19%and 10%,respectively.-1,000 2,000 3,000 4,000 5,000 6,000 7,0002019 H1 2020 H1 2021 H1 2022 H1HEVPHEVBEV0 0 19 H1 2020 H1 2021 H1 2022 H1Share of RegistrationsHEVPHEVBEV-1,000 2,000 3,000 4,000 5,000 6,000 7,0002019 H1 2020 H1 2021 H1 2022 H1Global EV Registrations(x1000)AmericasAsia PacificEuropeM.E.&AfricaRegistrations by EV Type Market Share by EV Type Page 5 of 20 Source:Marklines,EV-Volumes,CAAM,Gasgoo,ACEA,Adamas Intelligence research 0 0%Share of RegistrationsHEVPHEVBEVRegistrations by Region Market Share by Region&EV Type(2022 H1)Source:Marklines,EV-Volumes,CAAM,Gasgoo,ACEA,Adamas Intelligence research Global EV Registrations(x1000)STATE OF CHARGE|EVs,Batteries and Battery Materials Battery Capacity Deployed In 2022 H1,global battery capacity deployed in all newly sold passenger EVs combined amounted to 195.5 GWh,a massive increase of 79%over the same period the year prior.This rise is attributed to a surge in EV(and in particular BEV and PHEV)sales growth over the same period.Tesla deployed nearly as much battery capacity onto roads than its four closest competitors combined.By cell supplier,CATL continued to lead globally in 2022 H1 by battery capacity(GWh)deployed stemming from strong global sales of LFP-powered Tesla Model 3s and Ys,along with a growing list of over 150 of other EVs globally that CATL supplies cells to.BEVs were responsible for 89%of all battery capacity deployed globally in 2022 H1(up from 87%in 2021 H1),PHEVs were responsible for 10%(down from 11%in 2021 H1)and HEVs were responsible for 1%(down from 2%in 2021 H1).Asia Pacific continues to dominate the global market as its share of global battery capacity(GWh)deployed onto roads rose to 58%in 2022 H1 from 48%in 2021 H1.Over the same period,Europes share of global battery capacity deployed fell from 33%in 2021 H1 to 25%in 2022 H1 and that of the Americas fell from 18%to 17%.1.133.448.1113.0M.E.&AfricaAmericasEuropeAsia-PacificBEVPHEVHEVOVERVIEW BY EV TYPE BY REGION 195.5 GWh 109.0 GWh Capacity deployed globally in 2022 H1 Capacity deployed globally in 2021 H1 79%PHEV HEV GWh Deployed by Country(2022 H1)GWh Deployed by Region&EV Type(2022 H1)STATE OF CHARGE|EVs,Batteries and Battery Materials Tesla deployed 41.7 GWh of battery capacity onto roads globally in 2022 H1,nearly as much as its four closest competitors combined(BYD,GAC,Hyundai and Kia).Despite Teslas hefty lead,BYD continues to close the gap with a massive 243%increase in battery capacity deployment in 2022 H1 versus the same period the year prior on the back of a 320%increase in EV sales growth in China.As a key supplier to Tesla in China,as well as a host of other automakers around the globe,cell supplier CATL led by cell capacity(GWh)deployed globally in 2022 H1 with a 33%market share,up from 27%during the same period the year prior.LG Energy Solution held onto second place in 2022 H1,deploying 33.8 GWh globally through the first half of this year versus 27.9 GWh during the first half of 2021.BYD rounded off the top 3 with 24.4 GWh deployed in 2022 H1,up more than three-times from 7.1 GWh in 2021 H1.Deployment of LFP cells amounted to 52.7 GWh(27%of total)in 2022 H1,followed by NCM 5-Series and NCM 8-Series with 41.6 GWh(21%)and 36.2 GWh(19%),respectively.NCM 6-Series cells claimed fourth place(12%)and NCA Gen 3 rounded off the top five(10%of total).In 2022 H1,the global sales-weighted average battery pack capacity of all newly sold passenger EVs combined increased by 27%year-over-year,from 24.8 kWh to 31.4 kWh,as BEV and PHEV sales growth outpaced that of HEVs.41.7 GWh 42.7 GWh 64.9 2.0CATLLG EnergySolutionBYDPanasonicSK OnSamsungSDICALBGotionFarasisEnergyEnvisionAESCGWh52.7 1.0LFPNCM 5-SeriesNCM 8-SeriesNCM 6-SeriesNCA Gen 3 NCM 7-SeriesNCM 111NCM/LMONiOHLMOGWh24.8 kWh 31.4 kWh BY EV MAKE BY CELL SUPPLIER BY CHEMISTRY AVERAGE 27%Page 7 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Introducing the“EV Battery Capacity Monthly”report and data service Our EV Battery Capacity Monthly is a subscription-based report and data service for tracking global monthly deployment of passenger EV battery capacity(in watt-hours)by EV type,region,country,make,model,cell supplier and cell chemistry on an ongoing basis.The 65-page monthly report(and accompanying Excel data)is a must-have resource for automakers,cell suppliers,battery materials manufacturers,miners,explorers,investors,and other stakeholders with a professional interest in the EV,battery or battery materials industries.Every report contains a detailed snapshot of the latest monthly market data plus an additional 12 months of historical data for context and comparison.All reported monthly data is available to subscribers in Excel format.Download a Sample Report Join our Mailing List Latest Monthly Data&Monthly Report Data Available in Excel Format Regular insights on EVs,batteries and more EV Battery Capacity Monthly 12 Months of Historical Data Page 8 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Lithium Deployed In 2022 H1,117,200 tonnes of lithium carbonate equivalent(“LCE”)were deployed onto roads globally in the batteries of all newly sold passenger EVs combined,an increase of 76%year-over-year.This increase comes on the back of a 42%rise in global EV sales,and a 27%increase in the global sales-weighted average pack capacity,coupled with pervasive use of LFP and medium-and high-nickel cell chemistries,like NCM 5-,6-and 8-Series.Tesla was responsible for 19%of global LCE deployment in 2022 H1(down from 22%in 2021 H1)with the Tesla Model Y alone responsible for 11%of global LCE deployment.BEVs were responsible for 89%of all LCE deployed globally in 2022 H1 versus 87%in 2021 H1,whereas PHEVs and HEVs were responsible for a combined 11%in 2022 H1 versus a higher 13%during the same period the year prior.As the largest EV market globally and the largest producer and consumer of EV battery cells,the Asia Pacific region was responsible for 58%of all LCE deployed onto roads globally in 2022 H1,up from 48%in 2021 H1.Europes share of global LCE deployment amounted to 26%in 2022 H1,down from 35%in 2021 H1,while that of the Americas fell from 17%in 2021 H1 to 16%in 2022 H1.39,400 29,000 22,400 3,000TeslaBYDGACHyundaiKiaBMWMercedesXpengAudiNioTonnes2021 H12022 H1Page 10 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Introducing the“EV Battery Lithium Monthly”report and data service Our EV Battery Lithium Monthly is a subscription-based report and data service for tracking global monthly deployment of battery-grade lithium chemicals by EV type,region,country,make,model,cell supplier and cell chemistry on an ongoing basis.The 72-page monthly report(and accompanying Excel data)is a must-have resource for automakers,cell suppliers,battery materials manufacturers,miners,explorers,investors,and other stakeholders with a professional interest in the EV,battery or battery materials industries.Every report contains a detailed snapshot of the latest monthly market data plus an additional 12 months of historical data for context and comparison.All reported monthly data is available to subscribers in Excel format.Download a Sample Report Join our Mailing List Latest Monthly Data&Monthly Report Data Available in Excel Format Regular insights on EVs,batteries and more EV Battery Lithium Monthly 12 Months of Historical Data Page 11 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Nickel Deployed In 2022 H1,88,200 tonnes of nickel were deployed onto roads globally in the batteries of all newly sold passenger EVs combined,an increase of 50%over the same period the year prior.This increase is attributed mainly to a jump in global EV sales,coupled with pervasive use of medium-and high-nickel cathode chemistries,plus an increase in global sales-weighted average pack capacity.That said,however,with Teslas global adoption of LFP cells for entry level versions,its share of total global nickel deployment fell from 25%in 2021 H1 to 20%in 2022 H1.Notably,the Tesla Model Y alone was responsible for 13%of global nickel deployment onto roads in 2022 H1.BEVs were responsible for 82%of all nickel deployed onto roads globally in passenger EV batteries in 2022 H1(up from 78%in 2021 H1)while PHEVs and HEVs were responsible for a combined 18%in 2022 H1(up from 22%in 2021 H1).As the largest EV market globally and the largest producer and consumer of passenger EV battery cells,the Asia Pacific region was responsible for 45%of all battery nickel deployed globally in 2022 H1,up from 40%in 2021 H1.Over the same period,Europes share of global battery nickel deployment decreased from 35%to 30%while that of the Americas,which is a major market for NCA and NiMH,fell from 25%to 24%.23,600 23,200 17,400 2,200TeslaToyotaHyundaiKiaBMWMercedesAudiNioVWFordTonnes2021 H12022 H1Page 13 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Introducing the“EV Battery Nickel Monthly”report and data service Our EV Battery Nickel Monthly is a subscription-based report and data service for tracking global monthly deployment of battery-grade nickel by EV type,region,country,make,model,cell supplier and cell chemistry on an ongoing basis.The 65-page monthly report(and accompanying Excel data)is a must-have resource for automakers,cell suppliers,battery materials manufacturers,miners,explorers,investors,and other stakeholders with a professional interest in the EV,battery or battery materials industries.Every report contains a detailed snapshot of the latest monthly market data plus an additional 12 months of historical data for context and comparison.All reported monthly data is available to subscribers in Excel format.Download a Sample Report Join our Mailing List Latest Monthly Data&Monthly Report Data Available in Excel Format Regular insights on EVs,batteries and more EV Battery Nickel Monthly 12 Months of Historical Data Page 14 of 20 ey e elopments Ba ery ic el eployed by EV ype Ba ery ic el eployed by Region Ba ery ic el eployed by Ma e Ba ery ic el eployed by Model Ba ery ic el eployed by ell upplier Ba ery ic el eployed by ell hemistry ales eighted A erage ic el sage erminology Abbre ia ons able of ontents STATE OF CHARGE|EVs,Batteries and Battery Materials Cobalt Deployed In 2022 H1,18,500 tonnes of cobalt were deployed onto roads globally in batteries of all newly sold passenger EVs combined,an appreciable 44%increase over the amount deployed the same period the year prior.As with nickel,this increase is attributed mainly to surge in global EV sales coupled with widespread use of medium-nickel cell chemistries,such as NCM 5-and 6-Series,plus an increase in global sales-weighted average pack capacity,from 24.8 kWh to 31.4 kWh.The top seven cell suppliers by cobalt deployed onto roads(CATL,LG Energy Solution,Samsung SDI,Panasonic,SK On,CALB and BYD)were collectively responsible for 88%of the markets consumption.BEVs were responsible for 81%of all cobalt deployed globally in passenger EV batteries in 2022 H1(up from 78%in 2021 H1),whereas PHEVs and HEVs were responsible for a combined 19%in 2022 H1(down from 22%in 2021 H1),as BEV sales growth outpaced that of P/HEVs over the same period.On the back of strong EV sales(especially in China),Asia Pacific led by cobalt deployed onto roads in 2022 H1,boosting its share of global deployment to 49%from 41%in 2021 H1.Conversely,Europe was responsible for a lower 36%of all cobalt deployed onto roads globally in 2022 H1,down from 44%the year prior owing to a slowdown in EV sales growth and the rising popularity of cobalt-free LFP-powered BEVs.Americas share of cobalt deployment went unchanged at 14%.5,400 7,300 1,600 550TeslaMercedesKiaHyundaiVolvoBMWGACAudiNioPeugeotTonnes2021 H12022 H1Page 16 of 20 2.9 kg Cobalt STATE OF CHARGE|EVs,Batteries and Battery Materials Manganese Deployed In 2022 H1,23,700 tonnes of manganese were deployed onto roads globally in batteries of all newly sold passenger EVs combined,a remarkable 44%increase over the amount deployed during the same period the year prior.As with nickel and cobalt,this increase is attributed mainly to surge in global EV sales in 2022 H1,coupled with widespread use of medium-nickel cell chemistries,such as NCM 5-and 6-Series,plus an increase in global sales-weighted average pack capacity.The top seven cell suppliers by manganese deployed onto roads(CATL,LG Energy Solution,CALB,Samsung SDI,SK On,GS Yuasa and Panasonic)in 2022 H1 were collectively responsible for 85%of the markets consumption.BEVs were responsible for 77%of all manganese deployed globally in passenger EV batteries in 2022 H1(up from 72%in 2021 H1),whereas PHEVs and HEVs were responsible for 23%in 2022 H1(down from 28%in 2021 H1),as BEV sales growth outpaced that of P/HEVs over the same period.Lastly,the average amount of manganese deployed onto roads globally per EV sold in 2022 H1 was 3.8 kg,up just 2%year-over-year as manganese use in medium-and high-nickel cell chemistries(including the newly introduced NCMA)weas partially negated by rising adoption of manganese-free LFP cells for entry level BEV and PHEV models.OVERVIEW BY EV TYPE AVERAGE 23,700 tonnes 4,000 tonnes Manganese deployed globally in 2022 H1 Manganese deployed globally in 2021 H1 44%PHEV HEV 16,400 tonnes 3.8 kg Manganese Page 17 of 20 3.7 kg Manganese 2%STATE OF CHARGE|EVs,Batteries and Battery Materials Graphite Deployed In 2022 H1,177,200 tonnes of graphite were deployed onto roads globally in batteries of all newly sold passenger EVs combined,a lofty 86%increase over the amount deployed during the same period the year prior.As with LCE,this increase mainly comes on the back of a 42%jump in global EV sales coupled with a 27%jump in the global sales-weighted average pack capacity.The top seven cell suppliers by graphite deployed onto roads(CATL,LG Energy Solution,BYD,Panasonic,SK On,Samsung SDI and CALB)in 2022 H1 were collectively responsible for 89%of the markets consumption.BEVs were responsible for 89%of all graphite deployed onto roads globally in passenger EV batteries in 2022 H1(up from 87%in 2021 H1),whereas P/HEVs were responsible for 11%in 2022 H1(down from 13%in 2021 H1),as BEV sales growth outpaced that of P/HEVs over the same period.On the back of modest global EV sales growth and increasing average pack capacity,the average amount of graphite deployed onto roads globally per EV sold in 2022 H1 increased by 32%year-over-year,from 21.6 kg in 2021 H1 to 28.4 kg in 2022 H1.OVERVIEW BY EV TYPE AVERAGE 177,200 tonnes 4,000 tonnes Graphite deployed globally in 2022 H1 Graphite deployed globally in 2021 H1 86%PHEV HEV 95,000 tonnes 28.4 kg Graphite 32!.6 kg Graphite Page 18 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials Introducing the“EV Battery Capacity and Battery Metals Tracker”Building on ongoing EV registrations in over 110 countries,our web-based platform helps users track monthly deployment of battery metals and materials,battery capacity,and the ever-evolving competitive landscapes of battery chemistries and cell suppliers.The trackers intuitive user interface and interactive charts and filters let users quickly zoom in on specific regions,countries,automakers,models,cell suppliers,battery chemistries,battery materials and more.We use best-in-class visual analytics tools to provide our clients with best-in-class results.Spend less time collecting,cleansing and fact-checking data,and more time making informed decisions.Subscription includes access to the online platform plus a wealth of Excel data,all updated monthly.More Information Join our Mailing List Regular insights on EVs,batteries and more EV Battery Capacity and Battery Metals Tracker Page 19 of 20 STATE OF CHARGE|EVs,Batteries and Battery Materials About Adamas Intelligence Adamas Intelligence is an independent research and advisory firm that helps clients make informed decisions involving strategic metals and materials,such as rare earth elements and battery metals and materials.Products&Services We empower clients on six continents with the data-backed insight,analysis and foresight they need to capitalize on emerging trends and new business opportunities.Visit our website or contact us today to discuss how we can assist your organization.Coverage Areas Page 20 of 20

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