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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.
Beyond lithium, a surge in copper foil orders and instability in Tanzanian graphite supply are creating acute pinch points in the battery supply chain.
China’s MIIT intervention to halt battery price wars marks a market turning point, coinciding with US proposals for a Strategic Lithium Reserve.
India’s export restrictions on black mass have triggered a global supply shock, driving payables to record highs and squeezing Asian refiners.
LFP market set to triple to $168B by 2033. Solid-state batteries eye 2028 scale-up while Canada drills for natural hydrogen to power the grid.
China curbs battery competition while US EXIM backs Titan Mining with $120M to break graphite dominance. A 30% copper deficit looms by 2035.
December 2025 sees lithium stabilize as recycling volumes jump 15% MoM. SMM launches new black mass pricing to reflect decoupled nickel and cobalt values.
Indonesia’s dominance in nickel is showing cracks as domestic ore shortages force imports from the Philippines, reshaping the cost structure for Class 1 nickel and intermediates.
Lithium markets are gripped by extreme volatility as Chinese futures hit limit-up highs before crashing, driven by conflicting signals of 2026 shortages and current surpluses.
China is aggressively expanding LFP battery recycling capacity, turning low-value scrap into a volume game. Meanwhile, the West pivots to secure graphite supply chains amid new critical mineral designations.