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Lithium price surge puts the spotlight on Electric Vehicles & Battery ETFs
Projected higher electric vehicles sales in China, U.S. and Europe have left lithium battery manufacturers scrambling to get their hands on the compound.
By Rony Abboud
January 16, 2022
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Pent-up demand for lithium carbonate prices in China has lifted prices to RMB 327,500 yuan/tonne in the second week of January. Projected higher electric vehicles sales in China, U.S. and Europe have left lithium battery manufacturers scrambling to get their hands on the compound to meet demand spurts.
According to Benchmark Mineral Intelligence, battery manufacturers’ lithium carbonate stocks are due to the high demand for EV battery production. Global electric vehicle sales are estimated to have increased by 160% during 2021, while deliveries in China are expected to reach over 5 million in 2022.
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Meanwhile, Chinese miners have been struggling to keep it with orders. According to Chinese lithium traders, producers are unable to fulfill their long-term contracts, as demand outpaces mining capacity.
Thematic ETFs that are set to benefit from a lithium price surge and increased demand for electric vehicles include Global X Lithium & Battery ETF (LIT), L&G Battery Value-Chain UCITS ETF (BATT), WisdomTree Battery Solutions UCITS ETF (VOLT), Global X China Electric Vehicle and Battery ETF (2845) among others. However, one ETF in the group stood out this year — the Mirae Asset TIGER China Electric Vehicle Solactive ETF (371460) is off to a good start, attracting $227 million of net flows.
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