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

Original equipment manufacturers (OEMs) have been buying equity in miners to secure access to battery raw materials, but David Brocas, co-founder and managing partner of Voltaire Minerals Partners, contends that the offtake agreements may not be in the best interest of miners unless carefully structured

The UK’s Financial Conduct Authority (FCA) has opened an enforcement investigation into the London Metal Exchange’s “conduct, systems and controls” related to nickel futures trading

Chinese cobalt producer GEM has been allowed by local authorities to resume cobalt production at its plant in Jiangsu from February 25, the company said on Monday February 27


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