Battery demand has gained a new growth driver, with energy storage orders surging since 2025. Meanwhile, resource nationalism, permitting delays and shipping bottlenecks are driving structural cost inflation and reshaping the battery value chain.
Despite continued tightness in battery raw material markets, prices have eased from their peaks. Understanding this disconnect means looking beyond supply disruption expectations to shifting bargaining power and downstream inventory strategies.
Join us as we explore:
- How higher lithium prices have strengthened raw material suppliers’ negotiating position and boosted LFP cathode producers’ profitability.
- How a robust BESS pipeline is prompting downstream restocking and amplifying demand growth without triggering panic buying.
- Why BESS projects are particularly sensitive to battery prices, and how sustained high lithium prices could bring many projects close to their investment profitability threshold.
- Why many cell producers are facing shrinking margins as raw material costs rise and customers resist price increases.
