Expert insights, technical reports, and market analysis for battery materials professionals
Comprehensive 26-week analysis of battery materials pricing (Sep 9, 2025 – Mar 12, 2026). Track the electrolyte crisis and reversal, LCE from ¥75k to ¥175k and back, Iran-Hormuz war driving anode feedstock surge, and cathode cost dynamics.
📅 Sep 9, 2025 – Mar 12, 2026 (Weeks 37–52 + Weeks 1–10) • AI-Powered Insights
Strategic analysis of how China's 97% control of battery graphite processing creates long-term leverage over global energy transition. AI-powered scenario modeling included.
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Comprehensive technoeconomic analysis (TEA) template for critical materials investments. Interactive AI-powered assessment tool.
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Comprehensive guide to battery component manufacturers, COA standards, testing vendors, and US chemical suppliers. AI-powered market insights for cathode, anode, and electrolyte materials.
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Explore Grant Writing Services →LCE plunges −4.4% to $21,890/t. LiOH −3.3%. LiPF₆ softens to $15,656/t (−1.8%). LFP cathode −3.0% to $7,901/t. NCM +0.6%. Needle coke surges +5.2%. Anode mid-tier stable at $3,987/t.
📅 Mar. 19, 2026 • AI-Powered Insights
Electrolyte chain plunges 3–5%: LiPF₆ $15,940/t (−4.3%). LCE rebounds +1.9% to $22,896/t. LFP cathode firms to $8,144/t (+1.4%). GPC +3.5%. Anode mid-tier stable at $3,985/t.
📅 Mar. 12, 2026 • AI-Powered Insights
LCE corrects 11.4% to $22,419/t; LiPF₆ plunges 9.4% to $16,634/t; LFP power cathode down 5.3% to $8,013/t; anode mid-tier stable at $3,978/t. GPC feedstock surges +4.5%.
📅 Mar. 5, 2026 • AI-Powered Insights
LCE surges 20.7% to $25,238/t on futures-driven rally. LiOH explodes +33.7% to $23,724/t. LFP $8,437/t (+14.3%). Anode stable at $3,966/t. LiPF₆ soft at $18,316/t.
📅 Feb 26, 2026 • AI-Powered Insights
LCE stabilizes at $20.6k after pullback. LiPF₆ continues decline to $18.3k. LFP cathode tracks lithium at $7.3k. Anode mid-tier holds at $4.0k.
📅 Feb 12, 2026 • AI-Powered Insights
LCE pulls back sharply from peak to $20.1k (-14.6% WoW). Electrolyte normalization accelerates. Anode margins hold steady at $3.9k.
📅 Feb 5, 2026 • AI-Powered Insights
LCE near peak at $23.5k, consolidating after rally. LiPF₆ breaks below $20k on overcapacity. LFP cost pass-through at $8.0k.
📅 Jan 29, 2026 • AI-Powered Insights
LCE breaks $23k barrier (+3.1% WoW). Cathode producers pass through costs. Anode mid-tier stable at $3.9k. LiPF₆ slides to $21.3k.
📅 Jan 22, 2026 • AI-Powered Insights
LCE rally accelerates to $22.8k (+14.3% WoW). LFP follows to $7.8k. LiPF₆ softens marginally. Anode stable amid supply discipline.
📅 Jan 15, 2026 • AI-Powered Insights
LCE surges 17.6% WoW to $19.9k on futures speculation. Electrolyte salt pricing under pressure at $22.2k. LFP cathode follows lithium to $7.1k.
📅 Jan 8, 2026 • AI-Powered Insights
Post-holiday market restart. LCE at $16.9k (+3.5% WoW), LiPF₆ elevated at $23.5k. Anode stable. Cathode mixed as LFP dips on year-end correction.
📅 Jan 4, 2026 • AI-Powered Insights
LCE breaks RMB 115k ($16.3k/t) marking end of deflationary era, cathode cost pass-through accelerates, LiOH discount paradox signals NCM oversupply, anode margin capture via tech shift.
📅 Dec 25-30, 2025 • AI-Powered Insights
LCE price spiral accelerates to $14.7k/t, LiOH supply tightens across all grades, cathode cost push intensifies with LFP at $6.2k/t, anode margin compression continues.
📅 Dec 15-18, 2025 • AI-Powered Insights
LiPF₆ stabilizes at ~$25k/t setting new cost floor, anode feedstock costs decouple from finished prices, LFP rises on Iron Phosphate pressure, LMO slides further.
📅 Dec 8-11, 2025 • AI-Powered Insights
Electrolyte salts break 175k RMB barrier at $24.9k/t, anode stabilizes at $3,886/t amid overcapacity, LFP firms up on rising Iron Phosphate costs, LMO edges down.
📅 Dec 1-4, 2025 • AI-Powered Insights
LiPF₆ extends rally to $24k/t on tight supply, anode prices float up +3.7% as producers defend margins, LFP edges higher on robust EV/ESS demand.
📅 Nov 24-27, 2025 • AI-Powered Insights
Comprehensive weekly analysis of battery materials pricing with AI-powered insights. LCE rockets 22.5% on futures rally, LiPF₆ soars 41.6% on capacity constraints, while cathodes pass through surging input costs.
📅 Nov 18-24, 2025
Comprehensive weekly analysis of battery materials pricing with AI-powered insights. Anode feedstocks surge while LCE slides, creating critical margin squeeze and QA/QC risks for scale-up.
📅 Nov 11-18, 2025
Comprehensive weekly analysis of battery materials pricing with AI-powered insights. Anode feedstocks surge while LCE slides, creating critical margin squeeze and QA/QC risks for scale-up.
📅 Nov 4-10, 2025
Comprehensive weekly analysis of battery materials pricing with AI-powered insights. LiPF₆ surges 15.0%, LCE rises 7.9%, cathodes climb across the board, while anodes remain stable.
📅 Oct 24-30, 2025
Comprehensive weekly analysis of battery materials pricing with AI-powered insights. LiPF₆ soars 21.7%, LCO climbs 5.9%, while lithium establishes new floor at $10,783/t.
📅 Oct 21-27, 2025
Comprehensive weekly analysis of battery materials pricing with AI-powered insights. LCO surges 17%, LiPF₆ jumps 14%, while anodes and lithium remain stable.
📅 Oct 14-20, 2025
Interactive weekly analysis of battery materials pricing, supply chain updates, and market developments with dynamic charts and visualizations.
📅 Oct 7-13, 2025
Weekly analysis of battery materials pricing, supply chain updates, and market developments.
📅 Sept 23-29, 2025
Weekly analysis of battery materials pricing, supply chain updates, and market developments.
📅 Sept 16-22, 2025
Weekly analysis of battery materials pricing, supply chain updates, and market developments.
📅 Sept 9-15, 2025
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