Fastmarkets Focus | Battery Cost Index
16 Sept 2026
The Innovation Zone
Battery Supply Chain
- Geopolitical impacts on costs
- Costs in Europe vs China
- Trends in cell costs – LFP vs NMC
- What are the key cost drivers of Li-ion cells? How much of the cell cost is attributed to the CAM, AAM, separator, electrolyte?
- How is cell cost affected by upstream raw material prices?
- What are the cost structures of current and emerging EV models?
- How does manufacturing location affect cell cost?
- How do ESS cell costs play fit into the picture?

