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

It was already getting more difficult to source nickel qualified as compliant to the Inflation Reduction Act (IRA). Under a future Donald Trump administration, it’s likely to get harder still, in the short-term at least.

India should invest to avoid its dependance on imports for almost 100% of its cobalt, lithium and nickel requirements, according to a report by the think tank Institute for Energy Economics and Financial Analysis (IEEFA). But slow government action and a focus on short-term costs keep India reliant on imported critical minerals, sources told Fastmarkets.

Li-Cycle has successfully closed on an upsized loan from the US Department of Energy (DOE) to support the development of the its Rochester Hub Project, the company announced alongside its third-quarter earnings report on Thursday November 7.


Fastmarkets combines the commodity intelligence of these familiar names:

Metal Bulletin • American Metal Market • Scrap Price Bulletin • Industrial Minerals • RISI • FOEX • The Jacobsen • Agricensus • Palm Oil Analytics • Random Lengths • FastMarkets and more