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.
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.
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.
21 titles spanning critical minerals, anode materials, electrolyte chemistry, and specialty inputs. Built for procurement leads, investment teams, and supply chain strategists.
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