Battery Value Chain Analysis & Forecasts

Battery Value Chain Service

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Battery Value Chain Service Overview

The battery value chain is one connected system, and CRU reads it as one. A shift in downstream demand reaches raw material markets within a quarter, and the two move together.

CRU's Battery Value Chain Service gives procurement and strategy teams a single, expert view across the upstream and midstream, delivering battery value chain analysis across every major producing region, so risk and opportunity sit together.

For procurement teams, that means clear sight of raw material price exposure and the midstream bottlenecks that shape supply, ready for contract and supplier decisions. For strategy teams, it means building an investment or M&A case on connected data.

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Key features

The Battery Value Chain Service covers every stage from raw material to end use, in one place and to one standard. Procurement and strategy teams work from a consistent set of forecasts, tracking and mapping, updated as the market moves. Here is what the service gives you:

Battery value chain forecasts covering supply, demand, price and technology forecasts across the full battery value chain, in one connected model.
Industry developments tracked and explained, so you see the context and significance behind each move, not just the move.
Complete battery supply chain mapping from raw material to end use, including the strategic agreements and competitive dynamics that shape it.

FAQs

Q: Does the Battery Value Chain Service include asset-level data or cost curves?

No, it covers the value chain end to end. For asset-level cost curves, CRU's single-material asset services are the right fit.

Q: How does CRU forecast battery raw material demand?

For battery raw materials, CRU looks at first-use demand. Where this relates to the Battery market demand a unique differentiator is that we use electrochemical first principles and vast primary research from producers to have an accurate view of how material intensity requirements will evolve. For end use demand we conduct extensive primary research for Automotive and Energy storage market – for full transparency please contact us to arrange analyst discussion and receive our methodology document.

Q: How does CRU account for lithium-ion battery recycling in its forecasts?

For lithium-ion battery recycling, we track global projects advising on their operation type and capacity. We compare this to the feedstock availability from end of life and process scrap material. To support commercial activities, we also produce a price and payables forecast.

Q: How does CRU price midstream battery components like pCAM, CAM and AMM?

CRU prices midstream battery components such as pCAM, CAM and AMM using its Energy Storage Technology and Cost service, which provides cost, price and market intelligence across battery chemistries including LFP and sodium-ion.

Q: How does CRU track battery supply chain inventories?

For pCAM, CAM and Battery inventories we provide inventory levels in months as a share of demand, helping our clients time their market activities.

Why choose us?

At CRU, we offer a suite of comprehensive services designed to empower various stakeholders in the rapidly evolving battery and raw materials markets. Our unwavering commitment to delivering unparallelled insights and data-driven solutions enables you to make informed decisions, refine your strategies, and maintain a competitive edge.

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