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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?
Speakers
Connor Watts, EV Battery Raw Materials Demand Analyst - Fastmarkets

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