Critical for battery stability and safety. Track Cobalt Sulfate and Metal prices.
Graphite has transitioned from a boring industrial mineral to a geopolitical weapon. Western supply chains are being forced to decouple from China, triggering an investment boom in Australia.
The US energy storage market is awash in cheap cells due to EV manufacturing diversion, creating a deployment boom. Meanwhile, China pulls ahead in the race for commercial solid-state batteries.
As 2026 begins, Lithium prices are snapping back with volatility as the industry cementing LFP as the dominant chemistry to mitigate cost risks.
Major breakthroughs in Canada’s Ring of Fire and new US refining financing signal a shift from exploration to execution in the North American battery supply chain.
China’s decision to cut 2026 import tariffs on recycled battery materials has sparked an immediate rally in lithium, nickel, and cobalt prices.
China is aggressively expanding lithium recycling capacity while black mass payables rebound. We analyze the disconnect between capacity growth and feedstock availability.
US EXIM Bank funds its first domestic graphite feasibility study, signaling policy shifts. Meanwhile, global manganese markets tighten on African logistics bottlenecks.
Indonesia considers slashing 2026 nickel ore quotas by 34%, sparking a global price rally. We analyze the feasibility, ore grade declines, and market impact.
Nickel prices approach critical cost support levels while cobalt faces a supply squeeze. This report covers key price drivers, manganese trends, and North American graphite and copper project updates.
Global lithium markets show signs of stabilization amidst strategic pivots. This report analyzes price trends, solid-state advancements, and rising resource nationalism in Ghana and Chile.
M&A activity heats up in James Bay while US-Australia frameworks drive cathode manufacturing. This report highlights consolidation trends, geologic hydrogen exploration, and strategic financing.
Beyond lithium, a surge in copper foil orders and instability in Tanzanian graphite supply are creating acute pinch points in the battery supply chain.