EV sales remain static but production is up.

Battery material prices remain stable in July as capacity ramps up.

Plenty of new battery gigafactories announcements this month, including solid state and sodium ion battery plants
Fears of sector saturation seem to have dispersed as new players enter and OEM’s consider self producing lithium cells.  
Europe here we come! The latest trend of Chinese battery companies listing on the SwissSix

Graphite/Silicon capacity under construction, silicon ratio to ramp up over the next 12 months.
The latest Ternary CAM projects High/ultra High Nickel.

Electrolyte industry closes the gap on shortages.

In the clearest industry announcement to date Hengchuang plan 150kt LFMP CAM plant

For the first time we have a recycling section in the report and it’s busy.

BYD knock it out of the park, almost outselling the rest of the industry combined

BYD’s battery installed capacity reaches 41GWh from January to July 2022
BYD Auto sold 162,530 units in July, an increase of 183.1% year-on-year