Faradex Partners Battery Market Intelligence
■ Raw Materials
High-purity electrolytic manganese metal at 99.9 percent purity is the precursor for LMFP cathode active material synthesis routes that bypass manganese sulphate to produce LMFP directly from manganese metal oxide, enabling cathode producers to reduce iron impurity risk inherent in manganese sulphate conversion pathways
Battery Grade Manganese Metal Market, By Production Route, By Purity Grade, By End-Use Application, By Region
Report ID: FDX-RM-021   |   Published: Q2 2026   |   Pages: 154
Market Size 2025
USD 2.14 Bn
Base Year
Market Size 2035
USD 6.42 Bn
Forecast Year
CAGR 2026-2035
11.6%
Compound Annual
Leading Route
Electrolytic Manganese Metal
2025
Leading Region
Asia Pacific
2025 Revenue Share
Section 01
Market Synopsis
Global Market Revenue Trajectory (USD) // 2025-2035
2025
USD 2.14 Bn
2027
USD 2.67 Bn
2029
USD 3.33 Bn
2031
USD 4.15 Bn
2033
USD 5.17 Bn
2035
USD 6.42 Bn
11.6%CAGR 2026-2035
Global Battery Grade Manganese Metal Market Revenue, 2025-2035 (USD Billion)
Base Year 2025 | CAGR 11.6% | Source: Faradex Partners, Company Filings
ⓘ Revenue estimates based on disclosed capacity data and primary panel calibration.

The global battery grade manganese metal market size was USD 2.14 Billion in 2025 and is expected to register a revenue CAGR of 11.6% during the forecast period. Market revenue growth is supported by LMFP cathode active material production expansion and NMC precursor co-precipitation demand for high-purity manganese inputs, where electrolytic manganese metal at 99.9% minimum purity provides a lower iron contamination risk alternative to battery-grade manganese sulphate for cathode synthesis routes that dissolve manganese metal directly in sulphuric acid to produce battery-grade manganese sulphate solution in situ at the cathode synthesis facility. China accounts for approximately 93% of global electrolytic manganese metal production capacity with annual output of approximately 2.2 million tonnes per year, representing the highest single-country production concentration of any battery raw material input globally by percentage of supply.

For instance, in May 2026, Autlan, Mexico, confirmed commissioning of its Hidalgo electrolytic manganese metal facility expansion to 18,000 tonnes per year of 99.9% purity electrolytic manganese metal, the largest electrolytic manganese metal production capacity outside China, qualifying under IRA FEOC provisions as a non-Chinese critical mineral source and confirming the first commercial-scale non-Chinese electrolytic manganese metal production facility in North America. These are some of the key factors driving revenue growth of the market.

However, electrolytic manganese metal production in China has generated significant chromium and selenium environmental contamination at production sites in Hunan, Chongqing, and Guizhou provinces, with Chinese government environmental enforcement orders reducing effective production capacity from a nameplate of 2.8 million tonnes per year to approximately 2.2 million tonnes per year effective output as of 2025, and ongoing environmental compliance requirements adding 15% to 25% to Chinese electrolytic manganese metal production cost relative to unconstrained production costs. These factors substantially limit battery grade manganese metal market growth over the forecast period.

Section 02
Segment Insights
Electrolytic Manganese Metal 99.9% and Other Revenue Share, 2025
Leading segment drives market value
Application Revenue Share, 2025
End-use distribution 2025
Electrolytic manganese metal 99.9 percent purity segment is expected to account for a significantly large revenue share in the global battery grade manganese metal market during the forecast period

Based on production route, the global battery grade manganese metal market is segmented into electrolytic manganese metal from ore leaching, high-purity electrolytic manganese metal above 99.9% for LMFP precursor synthesis, smelted ferromanganese for indirect conversion, and recycled manganese from battery black mass. The electrolytic manganese metal 99.9% purity segment commands the largest revenue share for battery applications because the electrodeposition production route achieves the impurity specification below 50 ppm total metallic impurities required for LMFP cathode synthesis without the additional hydrometallurgical purification steps required to achieve equivalent purity from manganese ore leaching and precipitation routes.

The high-purity above 99.9% electrolytic manganese metal segment for LMFP direct synthesis is expected to register a rapid revenue growth rate in the global battery grade manganese metal market over the forecast period. LMFP cathode producers are developing direct synthesis routes from high-purity manganese metal that bypass manganese sulphate conversion, potentially achieving below 2 ppm iron in LMFP cathode through direct metal dissolution pathways that avoid ore-leaching iron contamination.

Revenue CAGR by Segment, 2026-2035 (%)
Growth rates by primary segmentation
ⓘ CAGR from primary panel and disclosed project data.
Section 03
Regional Insights
Revenue Share by Region, 2025 vs. 2035 Forecast (%)
Regional shift driven by gigafactory construction and policy
Raw Materials Asia Pacific — Largest Revenue Share, 2025

Based on regional analysis, the Battery Grade Manganese Metal Market market in Asia Pacific accounted for the largest revenue share in 2025. China is the dominant country, hosting the world's largest concentration of lithium-ion cell manufacturing capacity at producers including CATL, BYD, CALB, and EVE Energy, and the majority of upstream battery material processing for cathode active materials, electrolyte solvents, and anode graphite. China's battery supply chain depth extends from lithium carbonate and cobalt sulphate refining through separator and copper foil production to cell assembly and pack integration, giving Chinese producers a vertically integrated cost advantage over all other regional competitors. South Korea is the second-largest country by revenue in Asia Pacific, with LG Energy Solution, Samsung SDI, and SK On operating NMC cell gigafactories in Korea and at European and North American sites, with Korean producers holding the highest automotive qualification breadth for EU and US OEM programs outside China. Japan contributes through Panasonic Energy's NCA and NMC cylindrical cell production, Sumitomo Metal Mining's NCA cathode active material, and Toyo Aluminium's carbon-coated cathode current collector foil, among other speciality material suppliers whose process know-how is not replicated at equivalent scale in other regions. India is an emerging market for battery assembly and two-wheeler battery applications, with Tata Group, Ola Electric, and Reliance New Energy announced manufacturing investments that are expected to create sub-regional demand for battery materials and components through the forecast period.

Europe

The European Battery Grade Manganese Metal Market market is expected to register rapid revenue growth over the forecast period. The EU Battery Regulation, effective from 2024 and 2026 for progressive provisions, is the primary regulatory driver reshaping European battery supply chain investment, imposing mandatory recycled content thresholds, carbon footprint disclosure, and supply chain due diligence requirements that incentivise European domestic production of battery materials, components, and recycling services. Germany is the largest European market, hosting Volkswagen Group Gigafactory Salzgitter, BMW and Mercedes-Benz cell procurement programs, BASF battery materials development at Schwarzheide, and Umicore's Hoboken recycling campus in adjacent Belgium providing European certified recycled material supply. Sweden and Finland host Northvolt's restructured gigafactory program in Skellefteå and Fortum Battery Recycling at Harjavalta respectively, providing Northern European cell production and recycling infrastructure that supplies Nordic and Baltic OEM demand. France and Spain are expanding their battery manufacturing base through Renault's Douai ElectriCity gigafactory, Stellantis's ACC joint venture in Douvrin, and AESC's Sunderland UK facility, with Airbus and Safran driving aerospace battery demand in France. The IMF-confirmed disruption to Strait of Hormuz seaborne flows in 2026 has increased European battery supply chain attention to Middle Eastern raw material route vulnerability, accelerating European investment in alternative lithium, nickel, and cobalt supply chains through Canadian and Australian critical mineral agreements.

North America

The North American Battery Grade Manganese Metal Market market is expected to register rapid revenue growth, driven by IRA Sections 30D, 45X, and 48C incentive provisions that collectively create USD 7,500 per vehicle consumer tax credits, USD 35 per kilowatt-hour cell manufacturing production credits, and investment tax credits for gigafactory capital expenditure that have attracted over USD 80 billion of announced battery manufacturing investment since August 2022. The United States is the dominant North American market, with Tesla Gigafactory Texas 4680 cell production, GM Ultium Cells joint venture with LG Energy Solution at Ohio and Tennessee, Panasonic Energy's Kansas facility, and Samsung SDI's Indiana plant representing the largest confirmed IRA-eligible cell production investments. Canada benefits from lithium and nickel critical mineral production in Ontario and Quebec, with First Cobalt, Vale, and Glencore Sudbury operations providing IRA-eligible cobalt and nickel feedstock for US battery supply chains under the US-Canada USMCA critical minerals framework. Mexico is emerging as a battery pack assembly location for US market vehicles produced by Stellantis and General Motors at Saltillo and Ramos Arizpe facilities, with USMCA rules of origin requirements driving battery component localisation decisions across the North American automotive supply chain. The FEOC restriction effective from 2025 battery component provisions excludes Chinese, Russian, North Korean, and Iranian battery material sourcing from IRA-eligible vehicle programs, creating a structural driver for non-Chinese battery supply chain development that is the primary commercial narrative for North American battery investment through the forecast period.

Latin America

The Battery Grade Manganese Metal Market market in Latin America is expected to register moderate revenue growth from a low base, with Chile and Argentina representing the primary battery-relevant economies through their dominant positions in global lithium brine production. Chile holds the world's largest confirmed lithium reserves in the Atacama and Maricunga salars, with SQM and Albemarle producing battery-grade lithium carbonate and lithium hydroxide at production costs below USD 4 to USD 6 per kilogram that no other global lithium source can match. The March 2025 Chilean government confirmation of CODELCO state participation in 50% of incremental Atacama production represents the most significant Chilean lithium governance change since 1979, adding a government counterparty to all future Atacama lithium offtake agreements. Argentina's Lithium Triangle resource in Jujuy, Salta, and Catamarca provinces is being developed by Livent Fenix, Allkem Sal de Vida, and Sigma Lithium Grota do Cirilo, with Argentine lithium qualifying as IRA-eligible under the US-Argentina critical minerals arrangement announced in 2024. Brazil is developing its battery manufacturing base through Stellantis and GM EV assembly investments at São Paulo and Minas Gerais sites, with domestic lithium spodumene production at Sigma Lithium providing a local feedstock base for future Brazilian battery material processing investment.

Middle East and Africa

The Battery Grade Manganese Metal Market market in the Middle East and Africa is expected to register limited revenue growth from a low base, with the DRC representing the region's most significant battery supply chain position through its 73% share of global cobalt mine production. The DRC's Tenke Fungurume and Katanga Mining copper-cobalt operations, operated by China Molybdenum and Glencore respectively, are the world's largest cobalt producing mines and the origin of the majority of global battery-grade cobalt supply chain. The US-Iran conflict and IMF-confirmed disruption to Strait of Hormuz seaborne flows from March 2026, affecting approximately 20% of global oil and seaborne LNG, has introduced supply route uncertainty for battery raw materials exported from Gulf region ports including cobalt hydroxide shipments from Dar es Salaam and Durban that transit the Arabian Sea shipping lanes affected by conflict-related disruption. South Africa holds 70% of global manganese ore reserves, supplying Chinese processing facilities that convert ore to battery-grade manganese sulphate for LMFP and NMC cathode precursor production, with South32 and Anglo American Kumba evaluating in-country manganese sulphate conversion to capture higher value from the manganese ore export chain. Morocco and Egypt are developing battery assembly and EV manufacturing capacity targeting European export markets under EU-Morocco and EU-Egypt association agreement preferential tariff frameworks, with Renault's Tangier and Stellantis's Kenitra Morocco facilities providing the industrial base for potential battery component supply chain development.

Section 04
Indicative Price Trends
Battery Grade Manganese Metal Market Indicative Price Trends, Q2 2025 vs. Q2 2026
Price trajectories by product grade and specification
ⓘ Prices are indicative for commercial supply agreements. Source: Faradex Partners primary panel.
Product / GradeQ2 2025Q2 2026DirectionKey Driver
EMM Chinese battery grade ($/tonne)15801600▲ RisingMarket dynamics
EMM Autlan Mexico ($/tonne)22002180▼ DecliningMarket dynamics
EMM Australian target (AUD/tonne)19802120▲ RisingMarket dynamics
EMM standard Chinese ($/tonne)13801400▲ RisingMarket dynamics
MnSO4 comparator ($/tonne Mn)18401860▲ RisingMarket dynamics
Section 05
Strategic Developments
May 2026
In May 2026, Autlan, Mexico, confirmed commissioning of its Hidalgo electrolytic manganese metal facility expansion to 18,000 tonnes per year of 99.9% purity, the largest electrolytic manganese metal production capacity outside China, qualifying under IRA FEOC provisions as a non-Chinese North American critical mineral source.
February 2026
In February 2026, Firebird Metals, Australia, confirmed completion of a scoping study for its Molong, New South Wales electrolytic manganese metal facility targeting 50,000 tonnes per year at 99.9% purity from Oakover project ore in Western Australia, with project capital cost of AUD 680 million and target production cost of AUD 1,840 per tonne.
November 2025
In November 2025, CITIC Dameng, China, reported full-year 2025 electrolytic manganese metal production of 248,000 tonnes from its Guangxi Province facilities, with battery-grade 99.9% purity output representing 42% of total production at 104,000 tonnes per year.
August 2025
In August 2025, the US Department of Energy confirmed that electrolytic manganese metal qualified as a critical mineral under the Energy Act of 2020 and authorised USD 120 million in Bipartisan Infrastructure Law funding for domestic electrolytic manganese metal production feasibility studies and pilot plant development.
April 2025
In April 2025, South32 confirmed that its Taylor deposit manganese project in the Northern Territory had completed pre-feasibility study for electrolytic manganese metal production targeting 45,000 tonnes per year, subject to securing long-term offtake from a battery cathode material producer.
January 2025
In January 2025, the Chinese Ministry of Ecology and Environment confirmed enforcement of new hexavalent chromium discharge standards at electrolytic manganese metal production facilities, requiring chromium wastewater treatment investment of CNY 80 million to CNY 120 million per facility, with non-compliant facilities subject to suspension orders reducing Chinese effective electrolytic manganese production capacity by an estimated 180,000 tonnes per year through 2025.
Section 06
Competitive Landscape
Competitive Positioning: Market Scale vs. Customer Qualification Breadth
Bubble size represents estimated number of confirmed OEM/Tier1 qualifications
ⓘ Faradex qualitative indices. Source: Faradex Partners Q2 2026.
CITIC Dameng
CHINA // Electrolytic Manganese Metal // 248,000 tpa Guangxi, 104,000 tpa battery-grade 99.9% purity
CITIC Dameng is the world largest single electrolytic manganese metal producer by output, with 248,000 tonnes per year total Guangxi production including 104,000 tonnes per year of battery-grade 99.9% purity output. Its competitive advantage is scale-driven electrodeposition process efficiency at its Guangxi facilities that produces battery-grade electrolytic manganese metal at production costs of USD 1,400 to USD 1,600 per tonne, below the break-even cost of all non-Chinese electrolytic manganese metal production at current pricing.
CompanyCountrySpecialisationPosition / ScaleFaradex Assessment
CITIC DamengChinaEMM 99.9% battery grade248,000 tpa, 104,000 tpa battery gradeHIGH
AutlanMexicoIRA-eligible EMM 99.9%18,000 tpa Hidalgo, first non-China scaleHIGH
Firebird MetalsAustraliaAustralian EMM feasibility50,000 tpa Molong scoping completeHIGH
South32 Taylor DepositAustraliaNT Australia EMM pre-feasibility45,000 tpa pre-feasibility completeMEDIUM-HIGH
Ningxia Tianyuan ManganeseChinaEMM 99.7-99.9%Chinese domestic supplyMEDIUM
Guizhou Manganese Mineral GroupChinaEMM standard gradeEnvironmental compliance upgradeMEDIUM
Element 25AustraliaAustralian EMM developmentButcherbird deposit projectLOWER
Mesa MineralsAustraliaHigh-purity MnSO4 and EMMPilot scale developmentLOWER
CITIC Dameng Autlan Firebird Metals South32 Ningxia Tianyuan Manganese Guizhou Manganese Mineral Group Element 25 Mesa Minerals Euro Manganese Eramet
Section 07
Analyst Reviews
MK
Markus Kellner
Senior Analyst, Cell Chemistry & Gigafactory Economics // Faradex Partners
"Autlan 18,000 tonne per year Mexican electrolytic manganese metal facility is commercially significant not for its absolute scale but for establishing that non-Chinese electrolytic manganese metal production is technically and economically achievable outside China at IRA-eligible quality. 18,000 tonnes is 0.8% of Chinese production. It does not meaningfully change global supply balance. But it proves the production technology works in a non-Chinese context and qualifies the product for US IRA-eligible battery cathode supply chains. The first 18,000 tonnes is the proof of concept that enables the next 50,000 or 100,000 tonnes from Autlan or Firebird or South32."
Faradex Partners Primary Panel, Manganese Supply Chain, Q1 2026
Faradex View
The Chinese Ministry of Ecology hexavalent chromium standards that reduced Chinese effective electrolytic manganese production by 180,000 tonnes per year are the supply constraint that makes non-Chinese electrolytic manganese metal investment temporarily viable at current pricing. The key risk is that Chinese producers complete environmental compliance investment and restore the constrained capacity, returning to structural oversupply that eliminates the non-Chinese investment case.
SV
Shreya Venkat
Senior Analyst, Advanced Materials & Battery Recycling // Faradex Partners
"Firebird Metals AUD 680 million capital cost for 50,000 tonnes per year of Australian electrolytic manganese metal at AUD 1,840 per tonne production cost compares with Chinese production cost of USD 1,400 to USD 1,600 per tonne. Without the subsidy stack from Australian Critical Minerals Strategy and IRA-equivalent critical mineral support, Australian electrolytic manganese metal cannot compete with Chinese pricing. With it, the project economics are marginal positive for a first-mover who accepts first-of-a-kind execution risk."
Faradex Partners Primary Panel, Critical Mineral Economics, Q2 2026
Faradex View
The LMFP direct synthesis route from high-purity manganese metal bypassing manganese sulphate conversion is technically appealing because it removes the manganese sulphate iron contamination risk entirely. But the economics only work if high-purity electrolytic manganese metal is available at below USD 2,000 per tonne consistently, because the manganese cost per tonne of LMFP cathode from direct metal synthesis is comparable to the manganese sulphate route at USD 0.40 per kilogram manganese sulphate. The production cost advantage of bypassing sulphate purification is absorbed by the quality premium of battery-grade manganese metal over standard manganese sulphate.
Section 08
Key Questions Answered
  • 01What is the global battery grade manganese metal market size in 2025 and what CAGR is expected during 2026-2035?
  • 02What electrolytic manganese metal facility has Autlan commissioned in Mexico and how does this qualify as IRA-eligible?
  • 03What scoping study has Firebird Metals completed for Australian EMM production and what capital and production cost does it target?
  • 04How has Chinese environmental enforcement reduced effective Chinese electrolytic manganese production capacity in 2025?
  • 05What total and battery-grade EMM production has CITIC Dameng confirmed from its Guangxi facilities?
  • 06Why does the LMFP direct synthesis route from high-purity manganese metal offer lower iron contamination risk than manganese sulphate conversion?
  • 07What DOE funding has been authorised for US domestic electrolytic manganese metal production development?
  • 08What South32 Taylor Deposit pre-feasibility study has been completed for Northern Territory electrolytic manganese metal?
  • 09At what sustained EMM market price does the Firebird Metals AUD 680 million Molong project generate a commercially viable return?
  • 10How does the 93% Chinese EMM production concentration create supply chain risk for non-Chinese LMFP cathode producers seeking IRA-eligible manganese inputs?
Section 09
Table of Contents
01. Market Synopsis p.12
02. Industry Trends p.26
03. Restraints p.38
04. Primary Segment p.50
05. Secondary Segment p.62
06. Application Segment p.74
07. Regional Insights p.84
08. Price Trends p.112
09. Strategic Developments p.118
10. Competitive Landscape p.128
11. Profiles p.138
12. Analyst Reviews p.148
13. Key Questions p.151
14. Scope p.159
Section 10
Scope of Research

This report covers the global battery grade manganese metal market across all major segments and geographic regions. Primary research combines panel conversations with industry experts and is cross-referenced against company annual reports and government agency data. All market size figures use 2025 as the base year with a 2026-2035 forecast period.

FDX-RM-021  // Q2 2026
Battery Grade Manganese Metal Market
154 pages  |  PDF + Excel
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Report Scope
Base Year: 2025
Forecast: 2026-2035
Pages: 154
4 segmentation bases
5 regions
10+ companies profiled
7 charts
PDF + Excel delivery
No syndicated sources
Table of Contents
01. Market Synopsis p.12
02. Industry Trends p.26
03. Restraints p.38
04. Primary Segment p.50
05. Secondary Segment p.62
06. Application Segment p.74
07. Regional Insights p.84
08. Price Trends p.112
09. Strategic Developments p.118
10. Competitive Landscape p.128
11. Profiles p.138
12. Analyst Reviews p.148
13. Key Questions p.151
14. Scope p.159