Battery cabinet price composition analysis

What is the battery Cost Index (BCI)?

Note: the ‘Table’ references below relate to data that can be found in the ‘Methodology’ tab of the Excel sheet that accompanies the monthly BCI pdf. The Battery Cost Index (BCI) is a monthly report that provides detailed insights into the cost structure of various commercial Lithium-ion cells from January 2020 to the present.

Which chemistries are used in the cost analysis of a cell?

The cost analysis of ten of these cells, including pouch, prismatic, and cylindrical cells with diferent cathode chemistries (e.g., Lithium Nickel Cobalt Aluminum Oxide (NCA), Nickel-Cobalt-Manganese (NCM), Lithium-Iron Phosphate (LFP) is presented in the BCI.

Which graphite is used in battery-grade anode active material (AAM) in China?

The BCI also includes an overview of the domestic market for natural and synthetic graphite used in battery-grade Anode Active Material (AAM) in China. Graphite flake is spheronised and purified into uncoated Spherical Graphite (uSPG) before being coated to produce coated Spherical Graphite (cSPG).

How are cell cost calculations validated?

The cell cost calculations are validated using market intelligence from China and then applied to plants of equal size and maturity in South Korea, Germany, the USA, Poland, and Hungary, assuming all materials are shipped from China. The overall modelling methodology is summarised in the figure on the following page.