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

The ongoing negotiations between Codelco and Sociedad Quimica y Minera de Chile (SQM) can produce a win-win situation for both parties if some principles are followed

The United States’ Inflation Reduction Act (IRA) and ongoing renewable energy transition could reorientate silicon consumption and production dynamics, emphasizing the demand for high-quality material required for solar panels, computer chips and electric vehicles (EVs)

Australian graphite producer EcoGraf has entered into a non-binding cooperation agreement with POSCO international (Posco) for the development of an integrated anode supply chain which would cover flake graphite mining to downstream anode production


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