De-risking concerns and growing EV demand set the stage in Manganese Sulphate
Surging EV demand and new investment in ex-China processing are reshaping the manganese sulphate market – particularly high-purity manganese sulphate monohydrate (HPMSM) for batteries. The critical question: Can production outside China come online within a China controlled market? Chinese producers dominate global supply with low-cost production; therefore ex-China initiatives are driven by supply-chain de-risking and geographic diversification rather than supply shortage. Success will largely depend on whether automakers will pay a premium for geographically diversified HPMSM, whether ex-China producers can achieve technical and economic feasibility at scale, and whether policymakers will provide the necessary support. Accurate market intelligence on the landscape of supply and cost competitiveness is essential for companies looking to position themselves within this market.
In the latest edition of CRU’s Manganese Sulphate Special Report, we analyse these dynamics in depth. Our Market Spotlight covers both battery grade and agricultural grade markets, from plant‑level capacities, regional cathode production and projects that may come online in the medium-term to a bottom‑up price forecast driven by ore, reagents, energy and labour cost inputs. We also examine battery trends (EV growth, cathode technology adoption and manganese intensity) and their implications for demand and pricing through the rest of the decade.
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