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Inside the Battery: Cost Modelling, Chemistry Choices, and What's Coming Next

18 Sep 2025
The Power Up Stage

As EV makers and battery producers race to cut costs, chemistry choices are under renewed scrutiny. With LFP's rise, NCM evolution, and new architectures emerging, cost modelling is becoming more complex ' and more essential to guide R&D, procurement, and investment decisions.

Key cost drivers across LFP, NCM, and emerging chemistries ' and how they're shifting

How raw material pricing, energy intensity, and production scale shape cost models

The link between battery raw material markets and future cell pricing

Regional dynamics: What cell manufacturing trends in China and Southeast Asia mean for global costs

Understanding industry trends in next-generation cell design

Chairperson
Luke Sweeney, Senior Battery Recycling Analyst - Fastmarkets

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