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Fastmarkets Focus | Battery Cost Index

16 Sept 2026
The Power Up Stage
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?

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