Sectors // Raw Materials
Battery Raw Materials & Critical Minerals
21 research titles covering the upstream critical mineral supply chains that determine battery cost and geopolitical risk — lithium, nickel, cobalt, manganese, graphite, silicon, vanadium, and electrolyte chemistry. Pricing anchored to spot and contract data. Supply risk framed through FEOC compliance and Hormuz disruption context.
8
Critical minerals covered
USD 14.4 Bn
Nickel sulphate market 2025
22.6%
CAGR — silicon anode material
What This Category Covers
Critical minerals through to electrolyte chemistry
Raw Materials covers every upstream input to the battery cell: cathode precursor metals (lithium, nickel, cobalt, manganese), anode materials (graphite, silicon, lithium metal), electrolyte and solvent chemistry, binder materials, and emerging inputs for next-generation chemistries including vanadium for flow batteries.
Cathode Precursor Metals
Lithium carbonate, lithium hydroxide, nickel sulphate, cobalt sulphate, manganese sulphate, and iron phosphate — the precursor inputs that determine cathode active material cost and supply security.
Anode Materials
Natural graphite, synthetic graphite (needle coke), silicon anode materials, and lithium metal — covering both the dominant graphite anode chemistry and the high-growth silicon and lithium metal paths.
Electrolyte & Specialty Chemistry
Battery electrolyte, LiPF6 salt, electrolyte solvents, additives, and binder materials — the functional chemistry inputs that determine cell performance and are subject to Chinese supply concentration risk.
FDX-RM-013
2025USD 4.87 Bn
2035USD 14.42 Bn
CAGR11.0%
FDX-RM-014
2025USD 6.42 Bn
2035USD 16.87 Bn
CAGR10.2%
FDX-RM-015
2025USD 2.87 Bn
2035USD 5.42 Bn
CAGR6.6%
FDX-RM-016
2025USD 1.42 Bn
2035USD 5.87 Bn
CAGR15.2%
FDX-RM-017
2025USD 8.42 Bn
2035USD 24.14 Bn
CAGR11.1%
FDX-RM-018
2025USD 5.84 Bn
2035USD 16.42 Bn
CAGR10.9%
FDX-RM-019
2025USD 4.87 Bn
2035USD 8.42 Bn
CAGR5.6%
FDX-RM-020
2025USD 14.42 Bn
2035USD 32.87 Bn
CAGR8.6%
FDX-RM-021
2025USD 2.14 Bn
2035USD 6.42 Bn
CAGR11.6%
FDX-RM-022
2025USD 1.84 Bn
2035USD 5.42 Bn
CAGR11.4%
FDX-RM-023
2025USD 3.84 Bn
2035USD 12.42 Bn
CAGR12.4%
FDX-RM-024
2025USD 12.84 Bn
2035USD 28.42 Bn
CAGR8.2%
FDX-RM-025
2025USD 0.84 Bn
2035USD 6.42 Bn
CAGR22.6%
FDX-RM-026
2025USD 1.24 Bn
2035USD 3.84 Bn
CAGR12.0%
FDX-RM-027
2025USD 1.24 Bn
2035USD 3.42 Bn
CAGR10.7%
FDX-RM-028
2025USD 8.42 Bn
2035USD 22.84 Bn
CAGR10.5%
FDX-RM-029
2025USD 0.84 Bn
2035USD 4.84 Bn
CAGR19.2%
FDX-RM-030
2025USD 4.84 Bn
2035USD 12.42 Bn
CAGR9.9%
FDX-RM-031
2025USD 2.14 Bn
2035USD 5.87 Bn
CAGR10.6%
FDX-RM-032
2025USD 1.84 Bn
2035USD 6.84 Bn
CAGR14.1%
FDX-RM-033
2025USD 2.14 Bn
2035USD 6.87 Bn
CAGR12.4%
Research Standard
Critical mineral intelligence anchored to trade and pricing data
Battery raw material markets are highly sensitive to pricing cycles, geopolitical supply concentration, and policy interventions — FEOC, IRA, EU Battery Regulation — that change the economics of sourcing rapidly. Faradex raw material reports anchor market sizing to company-level production and shipment data from publicly filed accounts: Albemarle, SQM, Livent, Norilsk Nickel, Glencore, and Umicore among the primary sources.
The Q1 2026 Strait of Hormuz disruption created confirmed supply chain stress for precursor chemical processing facilities in South Korea and Japan that depend on LNG for process heat. This is incorporated into the regional analysis of nickel sulphate, cobalt sulphate, manganese sulphate, and lithium hydroxide reports where the exposure is material.
Pricing anchored to exchange and spot data
Lithium carbonate and hydroxide pricing derived from CME and LME contract data and verified against Albemarle and SQM quarterly earnings disclosures — not from syndicated price trackers that may lag market moves by months.
FEOC compliance implications quantified
IRA Foreign Entity of Concern thresholds applied to Chinese-origin graphite anode, LiPF6, and electrolyte solvent supply to quantify the proportion of current supply that is at risk under US sourcing compliance requirements.
Hormuz supply chain exposure mapped
LNG dependence of South Korean and Japanese precursor chemical plants is mapped and incorporated into regional supply risk sections of nickel, cobalt, manganese, and lithium processing reports.
Producer concentration explicitly addressed
HHI-equivalent concentration analysis for each critical mineral market — lithium is more concentrated than nickel; cobalt is more concentrated than both — quantified from production data, not from market share estimates.
Explore Other Categories
Faradex covers the full battery value chain
Access Raw Materials Intelligence
21 titles spanning critical minerals, anode materials, electrolyte chemistry, and specialty inputs. Built for procurement leads, investment teams, and supply chain strategists.
View Access Options
Submit an Enquiry
