Making sense of the evolving battery materials market

Access Fastmarkets' checklist for battery materials analysts below

As the demand for battery materials skyrockets, analysts face a pressing challenge: How do you build concrete analysis for a historically opaque market? In this rapidly progressing landscape, having the right insights is key. Your analysis combined with reliable data and information can provide businesses clarity to inform their tactics, secure their supply chains and stay ahead in the fiercely competitive battery materials market.
Do you have access to the most up-to-date price data and market analysis?

As an analyst, you’re well aware of the importance of reliable data and insights, but every team has its blind spots. This is especially true in such a volatile market. Use our checklist to better understand what you could be missing out on in the rapidly evolving battery materials market. Examine key questions including:

  • Do you have visibility over supply and demand forecasts for strategic planning? 
  • Do you have an outlook on the supply and demand of key materials such as lithium, nickel and cobalt? Do you know how this would affect the prices of battery materials?
  • Do you have enough information from across the value chain to be able to provide insights to different stakeholders?
  • Do you have transparency over the entire supply chain?
  • How granular is your current data?
Find out what’s happening in the battery raw materials market

On Wednesday December 3, the EU unveiled its ReSourceEU Action Plan, providing new guidance on critical raw materials supply, with a renewed emphasis on defense and $3.5 billion in funding for the coming year.

Global zinc fundamentals remained tight in 2025, supported by low London Metal Exchange warehouse stocks and a concentrate supply that has increased but remains insufficient to ease market conditions. Market balance depends largely on how Chinese smelters manage their operating rates, Rodrigo Cammarosano, head of investor relations and treasury at Nexa Resources, said in an exclusive interview on Thursday November 27.

Read the key takeaways from a recent conversation on Fast Forward podcast with Vedanta Resources CEO, Deshnee Naidoo, and Andrea Hotter


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