Explore our complete collection of market analysis, price updates, and industry insights.
Electrolyte over‑build unwinds as solid‑state and sodium‑ion materials gain traction; faster customs clearance and 6F tightness signal a maturing lithium chain.
Lithium projects expand despite low prices, while nickel/cobalt face weak demand. The anode market is set to grow 13.46% CAGR. New U.S. tariffs add cost and volatility for battery metal imports.
Asia-Pacific's battery recycling market is booming, driven by resource scarcity and regulations. The U.S. and India are also advancing with new recycling platforms and digital battery IDs to secure supply chains.
Breakthroughs in lithium-metal, polymer cathodes, and manganese/sodium-ion batteries promise higher energy densities, safety, and supply-chain resilience, moving beyond today's dominant chemistries.
The battery market is diversifying beyond lithium-ion. Solid-state tech nears commercialization, while automakers pivot strategies for new markets and supply chains, and recycling emerges as a critical new business model.
Lithium prices are volatile despite market oversupply. Nickel faces a surplus but stable prices, while cobalt sees a price split. LFP battery materials are in a fiercely competitive expansion phase.
New US tariffs and China's "anti-involution" policy are reshaping the global battery supply chain, forcing a strategic shift towards localized production and supply chain resilience.