Q4 2022 Automotive industry demand forecast

The data in these demand graphs is based on APC insight from our close relationship with UK OEMs on xEV production, APC Automotive Council PEMD traction specifications coupled with published data from IHS, Rho Motion and BNEF powertrain splits used to guide 2030 demand forecast.

 Key headlines

• • Supply chain pressures beginning to ease
  • First look at lithium demand for 2035
  • Recycling from portable electronics, such as laptops, phones, and vapes analysed for potential lithium extraction 
  • Risk still exists in supply chains particular for analogue electronics
  • Impact of Inflation Reduction Act starting to be seen in European supply chain forecast