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 lithium price trends and rising demand have reshaped negotiating power across the battery value chain.
- Why many cell producers continue to face margin pressures, and whether this trend will persist.
- How a robust BESS pipeline is driving industry-wide stockpiling, and the key risks tied to high battery inventory.
- Where the new lithium supply will come from in response to surging demand.
- Whether the lithium market is over-reacting to slower demand growth forecasts.
