Chemistry: Cathode

Medium-Nickel High-Voltage Technology Is Aimed At Enhancing Competitiveness of NMC MIDNi NOW MOST OF CHINA Ni-CATHODE MARKET

MANUFACTURER PLANS FOR MIDNi HV CATHODE

MNHV cathode offers the energy density of NMC 811 with the low cost of NMC 5/6 Series

Enabled by single-crystal material

There is a higher risk of battery degradation, but this is being mitigated

Developed at a time of high Ni/Co prices and now increasingly adopted in best-selling BEVs

High-voltage chemistries dampen the demand for expensive raw materials

Several automakers are now moving back away from high-nickel chemistries

Source: Content & analysis provided courtesy of CRU Group Distinguished Partner). For more information, visit https://www.crugroup.com. Modelled intensity for MNHV is based on NMC 631 variant

MATERIAL INTENSITY IS ON PAR WITH NMC 811

Extracted from the PDF; charts and images may read imperfectly.