Lithium Batteries: Markets and Materials

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Lithium Batteries: Markets and Materials

Report price : $ 4 850
Publication date : July 2007

The scope of this report covers: The primary and secondary lithium battery technology and markets, including portable products, medical products, secondary applications, military/aerospace, automotive and motive power; The principal electrode materials and active elements, from aluminum metal, cobalt compounds and conductive polymers to fullerenes, rare earth compounds and vanadium compounds; Market sectors, and market analysis (including a 5-year market projection); Industry structure and competitive aspects, including profiles of leading global companies and research activities

INTRODUCTION STUDY GOALS AND OBJECTIVES REASONS FOR DOING THE STUDY GLOBALIZATION NEW MARKETS NEW BATTERY TYPE CONTRIBUTION OF THE STUDY AND FOR WHOM SCOPE AND FORMAT METHODOLOGY INFORMATION SOURCES ANALYST CREDENTIALS RRELATED BCC REPORTS BCC ONLINE SERVICES DISCLAIMER

SUMMARY

SUMMARY TABLE GLOBAL MARKET FORECAST FOR LITHIUM

BATTERY SALES, THROUGH 2012 ($ MILLIONS)

SUMMARY FIGURE GLOBAL MARKET FORECAST FOR LITHIUM

BATTERY SALES THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY TECHNOLOGIES LITHIUM BATTERY TECHNOLOGY BACKGROUND PRIMARY LITHIUM BATTERIES PRIMARY LITHIUM BATTERY SUMMARY

TABLE 1 PRIMARY LITHIUM BATTERY TYPES

TABLE 1 (CONTINUED)

PRIMARY LITHIUM BATTERY COMPOSITIONS

TABLE 2 PRIMARY LITHIUM BATTERY COMPOSITIONS

TABLE 2 (CONTINUED)

PRIMARY LITHIUM BATTERY APPLICATIONS

TABLE 3 CONSUMER PRIMARY LITHIUM BATTERY APPLICATIONS

TABLE 3 (CONTINUED)

TABLE 4 INDUSTRIAL PRIMARY LITHIUM BATTERY APPLICATIONS

TABLE 4 (CONTINUED)

TABLE 5 MILITARY/AEROSPACE PRIMARY LITHIUM BATTERY APPLICATIONS

PRIMARY LITHIUM BATTERY TYPES

Lithium-Carbon Monofluoride Batteries

Lithium-Copper Oxyphosphate

Lithium-Copper Oxide Batteries

Lithium-Iodine Batteries

Lithium-Iron Sulfide Batteries

Lithium-Manganese Dioxide Batteries

Lithium-Silver Vanadium Pentoxide Batteries

Lithium-Sulfur Dioxide Batteries

Lithium-Sulfuryl Chloride Batteries

Lithium-Thionyl Chloride Batteries

PRIMARY LITHIUM BATTERY COMPANIES

TABLE 6 PRIMARY LITHIUM BATTERY COMPANIES

ACR Electronics

Applied Power, Inc

Bren-Tronics

Duracell International

EaglePicher Corp

Ener1, Inc. (EnerDel)

Ener1, Inc. (EnerDel) (Continued)

Energizer Holdings

GP Batteries (Gold Peak International)

Greatbatch, Inc.

Matsushita Electric Industrial Co., Ltd. (Panasonic)

Medtronic, Inc

Medtronic, Inc. (Continued)

MiniMax Energy Technology

Moltech Corp

Rayovac Corp. (Spectrum Brands)

SAFT (Compagnie Generale D’electricite)

Solicore

Sanyo Electric Co., Ltd

Sony Corp

Tadiran Batteries

Ultralife Batteries, Inc.

Varta AG (Varta Batteries, Inc.)

Yardney (Lithion)

PRIMARY LITHIUM BATTERY MARKET SUMMARY

Primary Lithium Battery Market Fundamentals

TABLE 7 PRIMARY LITHIUM MARKET SUMMARY

Portable Product Primary Lithium Batteries

Medical Product Primary Lithium Batteries

Stationary Product Primary Lithium Batteries

Military/Aerospace Primary Lithium Batteries

Automotive/Motive Primary Lithium Batteries

Basis for Primary Lithium Battery Market

Projection

TABLE 8 GLOBAL HISTORIC PRIMARY LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 9 2006 GLOBAL PRIMARY LITHIUM BATTERY VOLUME, UNIT PRICE, AND VALUE (MILLIONS)

TABLE 9 (CONTINUED)

Primary Lithium Battery Market Projection

TABLE 10 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY VALUE BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 11 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY VALUE BY TECHNOLOGY THROUGH 2012 ($ MILLIONS)

SECONDARY LITHIUM BATTERIES

SECONDARY LITHIUM BATTERY SUMMARY

TABLE 12 SECONDARY LITHIUM BATTERY TYPES

TABLE 12 (CONTINUED)

SECONDARY LITHIUM BATTERY COMPOSITIONS

TABLE 13 SECONDARY LITHIUM BATTERY COMPOSITIONS

TABLE 13 (CONTINUED)

SECONDARY LITHIUM BATTERY TYPES

Lithium/Aluminum-Polymer Batteries

Lithium/Aluminum-Manganese Dioxide Batteries

Lithium/Aluminum-Vanadium Pentoxide Batteries

Lithium-Cobalt Oxide Batteries

Lithium-Copper Chloride Batteries

Lithium-Ion and Lithium-Ion Polymer Batteries

Lithium-Ion Compared to Lithium-Ion Polymer

Lithium-ion as Smart Batteries

Lithium-ion as …(Continued)

TABLE 14 SMART BATTERY SYSTEM (SBS) STAKEHOLDERS, 1996 AND 2007

High-Temperature Lithium-Iron Sulfide Batteries

TABLE 15 HIGH-TEMPERATURE LITHIUM-IRON SULFIDE BATTERY R&D

High-Temperature …(Continued)

Rechargeable Lithium-Manganese Dioxide Batteries

Lithium-Niobium Selenide Batteries

Rechargeable Lithium-Sulfur Dioxide Batteries

Lithium-Titanium Disulfide Batteries

Lithium-Titanium Disulfide Polymer Electrolyte Batteries

Lithium-Vanadium Oxide Polymer Electrolyte Batteries

Thin-Film Batteries

Thin-Film Batteries (Continued)

TABLE 16 THIN-FILM MICRO-BATTERY COMPANIES

SECONDARY LITHIUM BATTERY COMPANIES

TABLE 17 SECONDARY LITHIUM BATTERY COMPANIES

A123Systems

A123Systems (Continued)

Advanced Battery Technologies, Inc. (ABAT)

Apple Computer, Inc

Applied Power, Inc

Arotech Corp. (Epsilor)

Arthur D. Little, Inc.

Avestor (Hydro-Québec and Kerr McGee)

Avestor …(Continued)

Battery-Biz

Battery Clinic, Inc.

Battery Technology, Inc. (BTI)

Boundless Corp.

Bren-Tronics

BYD Batteries

Cadex

Cell-Con

China BAK Battery, Inc.

Covalent Associates, Inc

Cymbet Corp.

Delphi Automotive Systems

EaglePicher Corp

EIC Laboratories

Electro Energy

Electro Energy (Continued)

Electrovaya (Electrofuel)

Ener1, Inc. (EnerDel)

E-One Moli Energy (NEC)

Excellatron Solid State

Fuji Photo Film Co., Ltd

Furukawa Battery Co

GP Batteries (Gold Peak International)

Greatbatch, Inc.

Hitachi Maxell Corp.

Hyb Battery Co., Ltd. (Hua-Yue-Bao Battery)

Hymotion (A123Systems)

IBM Corp

Industrial Battery Engineering (Hitachi Maxell)

Industries International, Inc. (INDI)

Infinite Power Solutions

Innergy Power Corp. (Portable Energy Products, Inc.)

Johnson Controls

Johnson Controls (Continued)

Lithium Power Technologies

Lithium Technology Corp. (LTC, Gaia)

Lithium Technology …(Continued)

Matsushita Electric Industrial Co., Ltd. (Panasonic)

MaxPower, Inc.

Maxim Integrated Products, Inc. (Dallas Semiconductor)

Microchip Technology, Inc

MiniMax Energy Technology

Medtronic, Inc

Moltech Corp

Multiplier Industries

NEC Corp. (See also E-One Moli Energy)

NEC Corp. …(Continued)

Nexergy (Promark Electronics, DC Battery Products,

Tauber)

Nissan Motor Co.

Oak Ridge Micro-Energy, Inc

SAFT (Compagnie Generale D’electricite)

SAFT ...Continued)

Sanyo Electric Co., Ltd

Seiko Electronic Components, Ltd. (Bridgestone

Batteries)

Solicore, Inc

Solicore, Inc. (Continued)

Sony Corp

Sony Corp. (Continued)

TABLE 18 COMPARISON BETWEEN CONVENTIONAL BATTERY AND NEXELION

SRI International

Tadiran Batteries

TIAX

Ultralife Batteries, Inc.

Ultralife Batteries, Inc. (Continued)

Valence Technology, Inc.

Valence Technology, Inc. (Continued)

Varta AG (Varta Batteries, Inc.)

Yardney (Lithion)

Yuasa, Inc. (GS Yuasa Corp., Yuasa Battery America,

Inc., Yuasa-Exide)

SECONDARY LITHIUM BATTERY MARKET SUMMARY

Secondary Lithium Battery Market Fundamentals and

Basis for Forecast

TABLE 19 SECONDARY LITHIUM MARKET SUMMARY

Portable Product Secondary Lithium Batteries

Medical Product Secondary Lithium Batteries

Stationary Product Secondary Lithium Batteries

Military/Aerospace Secondary Lithium Batteries

Automotive/Motive Secondary Lithium Batteries

Automotive…(Continued)

Basis for Secondary Lithium Battery Market

Projection

TABLE 20 HISTORIC GLOBAL SECONDARY LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 21 2006 SECONDARY GLOBAL LITHIUM BATTERY VOLUME, UNIT PRICE, AND VALUE (MILLIONS)

Secondary Lithium Battery Market Projection

TABLE 22 GLOBAL PROJECTED SECONDARY LITHIUM BATTERY VALUE BY TYPE ($ MILLIONS)

TABLE 23 GLOBAL PROJECTED SECONDARY LITHIUM BATTERY VALUE BY TECHNOLOGY, THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY MARKETS LITHIUM BATTERY PORTABLE PRODUCT MARKET SUMMARY

TABLE 24 LITHIUM BATTERY MARKET SECTORS

TABLE 25 HISTORIC GLOBAL PRIMARY LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 26 HISTORIC GLOBAL SECONDARY LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 27 HISTORIC GLOBAL TOTAL LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 28 GLOBAL MARKET FORECAST FOR PRIMARY LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 29 GLOBAL MARKET FORECAST FOR SECONDARY LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 30 GLOBAL MARKET FORECAST FOR LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 31 GLOBAL MARKET FORECAST FOR LITHIUM BATTERIES, BY REGION, THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY PORTABLE PRODUCT MARKETS

PORTABLE COMPUTING PRODUCT MARKET

Portable Computing Product Market Fundamentals and

Basis for Market Projection

TABLE 32 PORTABLE COMPUTING PRODUCT MARKET DEVELOPMENTS

TABLE 32 (CONTINUED)

TABLE 33 PORTABLE COMPUTER BATTERY DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 34 HISTORIC GLOBAL PORTABLE COMPUTING LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

Portable Computing Product Market Projection

TABLE 35 GLOBAL MARKET FORECAST FOR PORTABLE COMPUTING LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

FIGURE 1 GLOBAL MARKET FORECAST FOR PORTABLE COMPUTING LITHIUM BATTERIES BY TYPE, 2000-2012 ($ MILLIONS)

TABLE 36 GLOBAL MARKET FORECAST FOR PORTABLE COMPUTING LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

PORTABLE COMMUNICATIONS PRODUCT MARKET

Portable Communications Product Market Fundamentals

and Basis for Market

Projection

TABLE 37 PORTABLE COMMUNICATIONS PRODUCT DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 38 PORTABLE COMMUNICATION BATTERY DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 39 HISTORIC GLOBAL PORTABLE COMMUNICATIONS LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

Portable Communications Product Market Projection

TABLE 40 GLOABL MARKET FORECAST FOR PORTABLE COMMUNICATIONS LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

FIGURE 2 GLOABL MARKET FORECAST FOR PORTABLE COMMUNICATIONS LITHIUM BATTERIES BY TYPE, 2000-2012 ($ MILLIONS)

TABLE 41 GLOBAL MARKET FORECAST FOR PORTABLE COMMUNICATIONS LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

PORTABLE TOOL MARKETS

Portable Tool Market Fundamentals and Basis for Market

Projection

TABLE 42 PORTABLE TOOLS DRIVING FORCES AND MARKET DEVELOPMENTS

Basis for Portable Tool Battery Market Projection

TABLE 43 PORTABLE TOOL BATTERY DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 44 HISTORIC GLOBAL PORTABLE TOOL LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

Portable Tool Market Projections

TABLE 45 GLOBAL MARKET FORECAST FOR PORTABLE TOOL LITHIUM BATTERIES, BY TYPE, THROUGH 2012 ($ MILLIONS)

FIGURE 3 GLOBAL MARKET FORECAST FOR PORTABLE TOOL LITHIUM BATTERIES, BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 46 GLOBAL MARKET FORECAST FOR PORTABLE TOOL LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

OTHER PORTABLE PRODUCT MARKETS

TABLE 47 HISTORIC GLOBAL OTHER PORTABLE PRODUCT LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

Other Portable Product Market Fundamentals and Basis

for Market Projection

Portable Toy and Novelty Product Market

Fundamentals and Basis for Market Projection

TABLE 48 PORTABLE TOY AND NOVELTY DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 49 PORTABLE TOY AND NOVELTY BATTERY DRIVING FORCES AND MARKET DEVELOPMENTS

Portable Entertainment Product Market

Fundamentals and Basis for Market Projection

TABLE 50 PORTABLE ENTERTAINMENT DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 51 PORTABLE ENTERTAINMENT BATTERY DRIVING FORCES AND MARKET DEVELOPMENTS

Portable Scientific Product Market Fundamentals and Basis for Market Projection

TABLE 52 PORTABLE SCIENTIFIC PRODUCT DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 53 PORTABLE SCIENTIFIC PRODUCT BATTERY DRIVING FORCES AND MARKET DEVELOPMENTS

Digital Video and Still Camera Market

Fundamentals and Basis for Market Projection

TABLE 54 DIGITAL VIDEO AND STILL CAMERA DRIVING FORCES AND MARKET DEVELOPMENTS

Smart Card and Tag Market Fundamentals and

Basis for Market Projection

TABLE 55 SMART CARD AND TAG DRIVING FORCES AND MARKET DEVELOPMENTS

Other Portable Product Market Projections

TABLE 56 GLOBAL MARKET FORECAST FOR OTHER PORTABLE PRODUCT LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

FIGURE 4 GLOBAL MARKET FORECAST FOR OTHER PORTABLE PRODUCT LITHIUM BATTERIES BY TYPE, 2000-2012 ($ MILLIONS)

TABLE 57 GLOBAL MARKET FORECAST FOR OTHER PORTABLE PRODUCT LITHIUM BATTERY BY REGION, THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY MEDICAL PRODUCTS MARKET SUMMARY

MEDICAL PRODUCTS MARKET FUNDAMENTALS AND BASIS FOR MARKET PROJECTION

Medical Products Market…(Continued)

TABLE 58 MEDICAL BATTERY APPLICATIONS

TABLE 59 PORTABLE MEDICAL PRODUCT DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 60 PORTABLE MEDICAL PRODUCT BATTERY DRIVING FORCES AND MARKET DEVELOPMENTS

TABLE 61 HISTORIC GLOBAL MEDICAL PRODUCT LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 62 GLOABL MARKET FORECAST FOR MEDICAL LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

FIGURE 5 GLOABL MARKET FORECAST FOR MEDICAL LITHIUM BATTERIES BY TYPE, 2000-2012 ($ MILLIONS)

TABLE 63 GLOBAL MARKET FORECAST FOR MEDICAL LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY STATIONARY APPLICATION MARKET

SUMMARY

COMPUTER MEMORY PRESERVATION MARKET

FUNDAMENTALS AND BASIS FOR MARKET

PROJECTION

TABLE 64 HISTORIC GLOBAL COMPUTER MEMORY

PRESERVATION LITHIUM BATTERY VALUE, 1998-2006 ($

MILLIONS)

Computer Memory Preservation Market Projection

TABLE 65 PROJECTED GLOBAL COMPUTER MEMORY PRESERVATION LITHIUM BATTERY VALUE BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 66 GLOBAL MARKET FORECAST FOR COMPUTER MEMORY PRESERVATION LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

UNINTERRUPTIBLE POWER SUPPLY MARKET

Uninterruptible Power Supply Market Fundamentals and

Basis for Market Projection

TABLE 67 HISTORIC GLOBAL UPS LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

Uninterruptible Power Supply Market Projections

TABLE 68 PROJECTED GLOBAL UPS LITHIUM BATTERY VALUE BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 69 GLOBAL MARKET FORECAST FOR UPS LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY MILITARY/AEROSPACE MARKET

MILITARY/AEROSPACE MARKET FUNDAMENTALS AND

BASIS FOR MARKET PROJECTION

Military/Aerospace…(Continued)

TABLE 70 MILITARY/AEROSPACE PRIMARY LITHIUM BATTERY APPLICATIONS

TABLE 71 PORTABLE MILITARY PRODUCT DRIVING FORCES AND MARKET DEVELOPMENTS

Military Electric Vehicles Scenario

Battery-Powered Fighting Vehicle Scenario

Military Automated Factory Scenario

Strategic Defense Initiative (SDI) Revival Scenario

MILITARY/AEROSPACE MARKET PROJECTIONS

TABLE 72 HISTORIC GLOBAL MILITARY AND AEROSPACE LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 73 GLOBAL MARKET FORECAST FOR MILITARY AND AEROSPACE LITHIUM BATTERIES BY TYPE THROUGH 2012 ($ MILLIONS)

FIGURE 6 GLOBAL MARKET FORECAST FOR MILITARY AND AEROSPACE LITHIUM BATTERIES BY TYPE, 2000-2012 ($ MILLIONS)

TABLE 74 GLOBAL MARKET FORECAST FOR MILITARY AND AEROSPACE LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY AUTOMOTIVE AND MOTIVE POWER

MARKET

SUMMARY

INDUSTRIAL ELECTRIC VEHICLES (TRACTION) MARKET

Industrial Electric Vehicles (Traction) Market

Fundamentals and Basis for Market

Projection

Industrial Electric Vehicles (Traction) Market Projections

TABLE 75 GLOBAL MARKET FORECAST FOR INDUSTRIAL EV LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 76 GLOBAL MARKET FORECAST FOR INDUSTRIAL EV LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

ELECTRIC VEHICLE AND HEV MARKET

EV and HEV Market Fundamentals and Basis for Market

Projection

TABLE 77 HISTORIC GLOBAL HEV AND EV LITHIUM AND NONLITHIUM BATTERY SALES, 1998-2006 ($ MILLIONS)

EV and HEV Market Projections

TABLE 78 MARKET FORECAST FOR GLOBAL EV AND HEV LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 79 GLOBAL MARKET FORECAST FOR EV AND HEV LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

AUTOMOTIVE MARKET

Automotive Market Fundamentals and Basis for Market

Projection

Automotive Market Projections

TABLE 80 MARKET FORECAST FOR GLOBAL AUTOMOTIVE LITHIUM BATTERIES BY TYPE, THROUGH 2012 ($ MILLIONS)

FIGURE 7 MARKET FORECAST FOR GLOBAL AUTOMOTIVE LITHIUM BATTERIES BY TYPE, 2000-2012 ($ MILLIONS)

TABLE 81 GLOBAL MARKET FORECAST FOR AUTOMOTIVE LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

LITHIUM BATTERY MATERIALS

LITHIUM BATTERY MATERIAL BACKGROUND

TYPES OF LITHIUM BATTERY MATERIALS

TABLE 82 LITHIUM BATTERY CATHODE MATERIALS

TABLE 82 (CONTINUED)

TABLE 83 LITHIUM BATTERY ELECTROLYTE MATERIALS

TABLE 83 (CONTINUED)

TABLE 84 LITHIUM BATTERY SEPARATOR MATERIALS

TABLE 84 (CONTINUED)

ELECTRODE MATERIALS AND ACTIVE ELEMENTS

ELECTRODE MATERIAL AND ACTIVE ELEMENT

BACKGROUND

ELECTRODE MATERIAL AND ACTIVE ELEMENT

COMPANIES

TABLE 85 LITHIUM BATTERY ELECTRODE MATERIAL COMPANIES

TABLE 85 (CONTINUED)

21st Century Nanotechnologies

Acacia Research Corp.

AC Industries, Inc

Acheson Colloids, Inc. (National Starch & Chemical)

Admiralty Resources

Advance Nanotech, Inc

Advance Nanopower, Inc

Ahwahnee, Inc.

Ajay SQM Group

Akzo Nobel

Alfa Aesar-Johnson Matthey Co.

Allan Chemical Corp.

Allchem Industries, Inc.

Altair Nanomaterials, Inc.

Altair Nanomaterials, Inc. (Continued)

AmSyn

Apnano Materials, Inc. (Applied Nanomaterials, Inc.)

ARC

Arkema

Ashland Chemicals

Avalon Ventures, Ltd.

BASF Corp.

Baytubes (Bayer Materialscience)

Belmont Metals, Inc.

Bikita Minerals

Cabot Corp.

Carbolex, Inc.

Carbon Nanotechnologies, Inc. (CNI)

Carbon Nanotechnologies, …(Continued)

Chemetall Foote Corp. (Sociedad Chilena de Litio, Ltda.,

SCL)

Climax Molybdenum

Columbus Chemical Industries

Conoco

Coyne Chemical

Crystal Graphite Corp

Delta EMD

Dexmet Corp.

Dow Chemical Co

Ferro Corp

FMC Corp

Frontier Carbon Corp. (FCC)

Frontier Carbon …(Continued)

Fusite (Division of Emerson Electric Co.)

GFS Chemicals, Inc.

Graftech International (Ucar)

Hermetic Seal Technology, Inc

Honjo Chemical Corp

Hunan Xiangtan Electrochemical Group

Iljin Nanotech

Inco Special Products

Lamart Corp.

LG Chemical

Limtech Corp. (Formerly Lithos Corp.)

Lucent Technologies, Inc.

mPhase Technologies

mPhase Technologies (Continued)

Mays Chemical Co.

MER Corp.

Nano-C, Inc.

Nanergy, Inc.

Nanocyl S.A

Nanocyl S.A. (Continued)

Noah Technologies

OM Group (OMG, Mooney Chemicals)

Phostech Lithium

Pred Materials

Prince Minerals (American Minerals, Inc.)

Raymor Industries, Inc

Raymor Industries, Inc. (Continued)

Reade Advanced Materials

Sheperd Chemical Co.

Sons of Gwalia

Spectrum Chemicals

SQM Minsal

Sheldahl Technical Materials

H.C. Starck

Superior Graphite Co.

Teckcominco, Ltd.

Thomas Swan & Co., Ltd

T/J Technologies

T/J Technologies (Continued)

Timcall Graphite & Carbon

Toray

Toxco, Inc. (Lithchem International)

Umicore (Union Miniere)

U.S. Nanocorp

U.S. Vanadium Corp. (Stratcor)

R.T. Vanderbilt

Ube Industries

Wego Chemical & Mineral

Zyvex Corp.

LITHIUM METAL AND COMPOUNDS

Lithium Miners and Processors

TABLE 86 LITHIUM MINERALS AND BRINE: ESTIMATED WORLD PRODUCTION BY COUNTRY, 2002-2006 (MT)1, 2

TABLE 86 (CONTINUED)

Lithium Brine Sources

Lithium Brine … (Continued)

TABLE 87 LITHIUM BRINE PROCESSORS

Lithium Brine … (Continued)

Lithium Hardrock Sources

TABLE 88 LITHIUM HARDROCK MINERS

Lithium Compound Companies

TABLE 89 LITHIUM COMPOUND COMPANIES

Lithium Applications, Production, and

Consumption

TABLE 90 U.S. LITHIUM CONSUMPTION, 1994-2006 (MT OF CONTAINED LITHIUM)

TABLE 91 GLOBAL LITHIUM MARKETS (%)

Lithium Prices

COPPER COMPOUNDS

NICKEL AND IRON METAL AND COMPOUNDS

Nickel Metal and Compounds

Iron Compounds (Lithium Iron Phosphate)

ELECTROLYTIC MANGANESE DIOXIDE

Manganese Dioxide Companies

TABLE 92 MANGANESE DIOXIDE COMPANIES

Manganese Dioxide Developments and Constraints

COBALT COMPOUNDS

Cobalt Companies

TABLE 93 COBALT COMPOUND COMPANIES

TABLE 94 COBALT DEVELOPMENT INSTITUTE MEMBERS

TABLE 94 (CONTINUED)

Cobalt Consumption Patterns

TABLE 95 GLOBAL COBALT MARKETS

TABLE 96 HISTORIC GLOBAL MARKET FOR BATTERY COBALT IN LITHIUM-ION BATTERIES, 1991-2006 (TONS/$ MILLIONS)

TABLE 97 U.S. COBALT CONSUMPTION, 1994-2006 (MT OF COBALT CONTENT)

Cobalt Prices

TABLE 98 HISTORIC GLOBAL COBALT PRICES, 1991-2006 ($/LB)

Cobalt Prices (Continued)

ALUMINUM METAL

SULFUR COMPOUNDS

VANADIUM COMPOUNDS

TABLE 99 VANADIUM COMPOUND COMPANIES

RARE EARTH COMPOUNDS

INORGANIC CARBON

TABLE 100 CARBON COMPOUND COMPANIES FULLERENES

Fullerenes (Continued)

TABLE 101 FULLERENE COMPANIES

Fullerenes (Continued)

TABLE 102 TYPICAL GLOBAL HISTORICAL RETAIL LEVEL FULLERENE PRICES, 2000-2006 ($/G)

CONDUCTIVE POLYMERS

TABLE 103 CONDUCTIVE POLYMER BATTERY ENERGY DENSITIES

TABLE 104 U.S. CONDUCTIVE POLYMER LITHIUM BATTERY R&D

TABLE 105 NON-U.S. CONDUCTIVE POLYMER LITHIUM BATTERY R&D

HALOGENS

TABLE 106 HALOGEN BATTERY APPLICATIONS

TABLE 106 (CONTINUED)

Iodine Compounds

Bromine Compounds

Chlorine Compounds

TABLE 107 HALOGEN COMPOUND COMPANIES LITHIUM BATTERY ELECTROLYTES

TABLE 108 LITHIUM CONTAINING BATTERY ELECTROLYTE MATERIALS

LITHIUM BATTERY ELECTROLYTE COMPANIES

TABLE 109 LITHIUM BATTERY ELECTROLYTE MATERIAL COMPANIES

TABLE 109 (CONTINUED)

LITHIUM BATTERY SEPARATORS

LITHIUM BATTERY SEPARATOR COMPANIES

TABLE 110 BATTERY SEPARATOR COMPANIES

Amerace Microporous Products

Asahi Kasei

Bekaert (Advanced Refractory Technologies)

Celgard, LLC

Creavis (Degussa)

Dexmet Corp.

Elf Atochem (Arkema)

Entek

ExxonMobil (Tonen Chemical affiliate)

W. L. Gore & Associates, Inc

Hollingsworth and Vose Co.

Lynntech, Inc.

Nippon Kodoshi Corp. (NKK)

NTK

Optodot Corp

Pall Corp.

Separatorenerzeugung GmbH (Jungfer)

SK Corp

TFP, Inc

Ube Industries

LITHIUM BATTERY MATERIALS MARKET SUMMARY

TABLE 111 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY ACTIVE ELEMENT VALUE, THROUGH 2012 ($ MILLIONS)

TABLE 112 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY ELECTROLYTE VALUE, THROUGH 2012 ($ MILLIONS)

TABLE 112 (CONTINUED)

TABLE 113 PROJECTED GLOBAL PRIMARY LITHIUM BATTERY SEPARATOR VALUE, THROUGH 2012 ($ MILLIONS)

TABLE 114 PROJECTED SECONDARY LITHIUM BATTERY ACTIVE ELEMENT VALUE, THROUGH 2012 ($ MILLIONS)

TABLE 115 PROJECTED GLOBAL SECONDARY LITHIUM BATTERY ELECTROLYTE VALUE, THROUGH 2012 ($ MILLIONS)

TABLE 116 PROJECTED GLOBAL SECONDARY LITHIUM BATTERY SEPARATOR VALUE, THROUGH 2012

($ MILLIONS)

TABLE 117 PROJECTED GLOBAL LITHIUM BATTERY MATERIALS VALUE BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 118 GLOBAL MARKET FORECAST FOR LITHIUM BATTERY MATERIALS BY REGION, THROUGH 2012 ($ MILLIONS)

INDUSTRY STRUCTURE AND COMPETITIVE ASPECTS

THE DRIVING FORCES OF THE INDUSTRY

TREND ANALYSIS

TABLE 119 BATTERY MARKET (END USE) TREND

Trend Analysis (Continued)

DRIVING FORCE 1: LITHIUM BATTERY & BATTERY MATERIAL PATENT SITUATION

Patent Disputes

Patent Disputes (Continued)

Patent Activity

TABLE 120 U.S. LITHIUM BATTERY PATENT ACTIVITY FROM LATE 2006, THROUGH EARLY 2007

TABLE 120 (CONTINUED)

TABLE 121 U.S. LITHIUM BATTERY PATENTS AND ASSIGNEES

TABLE 121 (CONTINUED)

DRIVING FORCE 2: IMPROVING BATTERY TECHNICAL MATURITY

DRIVING FORCE 3: DEVELOPING NEW APPLICATIONS FOR LITHIUM BATTERIES

DRIVING FORCE 4: DRIVING FORCE: EVOLVING TRANSPORTATION APPLICATIONS—EVS TO HEVS TO PLUG-INS

Pollution Abatement

Electric Utility Efficiency

Promotion of Domestic Energy Sources

Maintaining Technological Competitiveness

Toyota Prius Lithium-Ion Batteries

DRIVING FORCE 5: PUBLIC SECTOR R&D

Ames National Laboratory

Argonne National Laboratory

Arizona State University

Battelle Memorial Institute

Brookhaven National Laboratory

California Institute of Technology

California Institute … (Continued)

California Nanosystems Institute

Center for Nanoscale Science (CNS)

Clark University

Ecole Polytechnique Fédérale de Lausanne

Florida State University

Georgia Institute of Technology, Polymer Research Center

Hunter College

Idaho National Engineering Laboratory

Institut für Theoretische und Physikalische Chemie der

Universität Regensburg

Iowa State University, Ames Laboratory

John Hopkins University, Applied Physics Laboratory

Kyoto University

Kyushu University

Laboratoire d’Electrochimie Organique et de Photochimie

Redox

Lawrence Berkeley National Laboratory

Lawrence Livermore National Laboratory

Los Alamos National Laboratory

Massachusetts Institute of Technology (MIT)

Massachusetts Institute…(Continued)

Max Planck Institut für Festkorperforschung

Michigan State University

National Nanotechnology Initiative

TABLE 122 NATIONAL NANOFABRICATION INFRASTRUCTURE NETWORK

National Aeronautics and Space Administration (NASA)

National Aeronautics …(Continued)

NASA Jet Propulsion Lab

NASA Jet …/Continued

National Renewable Energy Laboratory (NREL)

North Carolina Center for Nanoscale Materials (NCCNM)

North Carolina…(Continued)

North Carolina State University

Oak Ridge National Laboratory

Ohio State University

Oregon State University

Penn State University

Pennsylvania State University, Center for Advanced

Materials

Purdue University Birck Nanotechnology Center

Polytechnic University

Princeton University

Rensselaer Polytechnic Institute (RPI)

Rice University-The Richard E. Smalley Institute for

Nanoscale Science and Technology

Rice University…(Continued)

Rochester Institute of Technology

Rutgers, the State University of New Jersey

Sandia National Laboratory

Simon Fraser University

Sophia University

Stanford University

State University of New York (SUNY)

University of Kentucky

Università La Sapienza

University of Oklahoma Carbon Nanotubes Technology

Center (CaNTeC)

University of Oklahoma…(Continued)

University of California, Institute for Polymers and

Organic Solids

University of Chicago

University of Colorado

University of Dayton Research Institute

University of Durham

University of Illinois

University of Kentucky

University of Massachusetts

University of Minnesota

University of Minnesota (Continued)

University of Missouri

University of Nevada at Las Vegas

University of New Mexico

University of New South Wales

University of North Carolina

University of Pennsylvania

University of Rhode Island

University of Southern California

University of St. Andrews

University of Texas

University of Tokyo

USCAR

Waseda University, Department of Chemistry, School of

Science and Engineering

DRIVING FORCE 6: BATTERY QUALITY CONTROL & PRODUCT SAFETY

The Manufacturing and Assembly Process

TABLE 123 GENERIC BATTERY MANUFACTURING TREE

Product Safety Issues

Alternative Designs

Alternative Designs (Continued)

Recent Lithium Battery Patents that Address

Battery Safety

Material Safety Issues

Material Safety … (Continued)

TABLE 124 TYPICAL C60 MSDS DATA

TABLE 124 (CONTINUED)

MARKET SEGMENTATION AND INDUSTRY CONCENTRATION FACTORS

MARKET CONCENTRATION FACTORS

TABLE 125 LITHIUM BATTERY CONCENTRATION FACTORS

TABLE 126 LITHIUM BATTERY MATERIAL MARKET SHARE

TABLE 127 LITHIUM BATTERY MARKET SEGMENTATION AND MARKET FORCES

TABLE 127 (CONTINUED)

MARKET SEGMENTATION FACTORS

Mining

Processing/Refining

Chemical Synthesis

Compounding

Recycling

INDUSTRY ENVIRONMENT AND TRADE PRACTICES

LITHIUM BATTERIES AS PART OF THE OVERALL GLOBAL

BATTERY MARKET

TABLE 128 TOTAL GLOBAL BATTERY MARKET, THROUGH 2012 ($ MILLIONS)

WORLD MARKET FACTORS

TABLE 129 GLOBAL LITHIUM BATTERY COMPANIES

TABLE 130 GLOBAL MARKET FORECAST FOR LITHIUM BATTERIES BY REGION, THROUGH 2012 ($ MILLIONS)

DISTRIBUTION CHANNELS

TABLE 131 LITHIUM BATTERY DISTRIBUTION CHANNELS

TABLE 131 (CONTINUED)

INDUSTRY PURCHASING INFLUENCES

LITHIUM BATTERY PURCHASING INFLUENCE

SIGNIFICANCE

TABLE 132 LITHIUM BATTERY PURCHASING INFLUENCES LITHIUM BATTERY PURCHASING INFLUENCES

TABLE 133 TYPICAL RETAIL LITHIUM BATTERY PRICES, 1996-2007 ($)

LITHIUM BATTERY MATERIAL PURCHASING

INFLUENCES

How Significant Are Material Prices?

LIST OF TABLES

SUMMARY TABLE GLOBAL MARKET FORECAST FOR LITHIUM BATTERY SALES, THROUGH 2012 ($ MILLIONS)

TABLE 1 PRIMARY LITHIUM BATTERY TYPES

TABLE 1 (CONTINUED)

TABLE 2 PRIMARY LITHIUM BATTERY COMPOSITIONS

TABLE 2 (CONTINUED)

TABLE 3 CONSUMER PRIMARY LITHIUM BATTERY APPLICATIONS

TABLE 3 (CONTINUED)

TABLE 4 INDUSTRIAL PRIMARY LITHIUM BATTERY APPLICATIONS

TABLE 4 (CONTINUED)

TABLE 5 MILITARY/AEROSPACE PRIMARY LITHIUM BATTERY APPLICATIONS

TABLE 6 PRIMARY LITHIUM BATTERY COMPANIES

TABLE 7 PRIMARY LITHIUM MARKET SUMMARY

TABLE 8 GLOBAL HISTORIC PRIMARY LITHIUM BATTERY VALUE, 1998-2006 ($ MILLIONS)

TABLE 9 2006 GLOBAL PRIMARY LITHIUM BATTERY VOLUME, UNIT PRICE, AND VALUE (MILLIONS)

TABLE 9 (CONTINUED)

TABLE 10 PROJECTED GLOBAL PRIMARY LITHIUM

BATTERY VALUE BY TYPE, THROUGH 2012 ($ MILLIONS)

TABLE 11 PROJECTED GLOBAL PRIMARY LITHIUM

BATTERY VALUE BY TECHNOLOGY THROUGH 2012 ($ MILLIONS)