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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:
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Spot lithium prices in China continued on a precipitous downtrend, with battery-grade lithium carbonate prices trending below 100,000 yuan per tonne over the week to Thursday December 7, following increased volatility in the futures market and muted demand
The Fastmarkets Battery Cost Index provides a monthly modelled-cost tracker for various NCM and LFP cells across different countries
The US Department of Treasury has released its definition of a Foreign Entity of Concern (FEOC) for the purposes of the Inflation Reduction Act (IRA) – and there are big implications for nickel.
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