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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.
As 2026 begins, Lithium prices are snapping back with volatility as the industry cementing LFP as the dominant chemistry to mitigate cost risks.
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.
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.
US EXIM Bank funds its first domestic graphite feasibility study, signaling policy shifts. Meanwhile, global manganese markets tighten on African logistics bottlenecks.
China is aggressively expanding lithium recycling capacity while black mass payables rebound. We analyze the disconnect between capacity growth and feedstock availability.
Indonesia considers slashing 2026 nickel ore quotas by 34%, sparking a global price rally. We analyze the feasibility, ore grade declines, and market impact.
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.
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.