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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?

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Find out what’s happening in the battery raw materials market
Architecture, Building, Factory
How European automotive OEMs are managing EV material costs and demand

European automotive OEMs are entering a more complex phase of the EV transition. BEV adoption is rebounding across key markets, but demand remains uneven, margins are under pressure and the cost base behind EV production is becoming harder to manage.

July 9, 2026
 · 
By: Fastmarkets Metals
Architecture, Building, Factory
North American EV demand slows as hybrids gain momentum and automotive OEM strategies reset 

North American EV demand is slowing with BEV adoption declining while hybrid vehicle sales gain momentum, prompting automakers to reset strategies amid policy shifts and trade pressures.

July 1, 2026
 · 
By: Fastmarkets Metals
Purple, Texture, Lighting
Betting on the battery economy | Fast Forward episode 5 transcript  

In the latest episode of Fast Forward, Fastmarkets’ Andrea Hotter speaks to senior figures across government and industry, including the US Department of Energy, Rio Tinto and Lockheed Martin, to unpack how critical minerals and battery materials are being reshaped by shifting demand, policy priorities and national security concerns.

June 30, 2026
 · 
By: Andrea Hotter
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