Reliable insights, forecasts, and market intelligence for the battery supply chain. Covering Lithium, Nickel, Cobalt, Manganese, Graphite, and Iron Phosphate.
Everything you need to make informed decisions in the battery raw materials sector.
Access up-to-date pricing for key battery raw materials. Track trends, historical data, and market movements with precision.
Deep dive articles and expert commentary on the battery metals market, supply chain dynamics, and geopolitical factors.
Data-driven forecasts and forward-looking insights to help you navigate future market conditions and make strategic decisions.
Solid-state battery materials markets formalize, black mass recycling scales, and novel minerals like awaruite emerge, defining the next investment frontier.
Lithium faces simultaneous operational setbacks in key producing regions and geopolitical supply chain restructuring, tightening near-term availability amid robust demand.
Nickel sulphate imports into China hit a 25-year high, while cobalt intermediate products see structural tightness, exposing downstream dependency on Indonesia and the DRC.
January 2026 marks a structural pivot in lithium markets driven by futures squeezes, the $17B CATL-Ronbay deal, and new African pricing benchmarks.
China’s tariff cuts on black mass and strict new recycling laws are draining global scrap, while Indonesia and the DRC weaponize primary ore supply.
How AI data center power demands are creating a boom in stationary storage, offsetting slower EV growth and redefining battery market drivers for 2026.
Analysis of the Jan 2026 lithium price surge, cobalt supply tightness due to DRC quotas, and the disconnect between nickel futures and physical inventories.
Analysis of China’s first mass-produced solid-state batteries, capacity roadmaps from key players like Heyuan and EVE, and the 2026 industrial outlook.
As 2026 begins, Lithium prices are snapping back with volatility as the industry cementing LFP as the dominant chemistry to mitigate cost risks.
Graphite has transitioned from a boring industrial mineral to a geopolitical weapon. Western supply chains are being forced to decouple from China, triggering an investment boom in Australia.
The US energy storage market is awash in cheap cells due to EV manufacturing diversion, creating a deployment boom. Meanwhile, China pulls ahead in the race for commercial solid-state batteries.
Major breakthroughs in Canada’s Ring of Fire and new US refining financing signal a shift from exploration to execution in the North American battery supply chain.
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