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?

