Battery Materials

The battery value chain is an extremely complex industry with many nuances. Our global, multidisciplinary team of dedicated experts and battery scientists helps to navigate this. We provide the insight and data needed to target investments, manage costs and risks, and understand industry megatrends.

Our robust and transparent methodologies enable true understanding of the trends driving the battery industry. Our expertise spans key raw materials – including lithium, nickel, cobalt, manganese, graphite, silicon, and phosphates – through to anodes, cathodes, battery cells, electric vehicles and energy storage.  

CRU offers comprehensive and independent coverage across the battery supply chain. We connect shifting market dynamics with policy and technological change, leveraging our technology roadmaps and full supply chain mapping.

Our supply and cost modeling is done at the asset level, and our detailed demand forecasts are built bottom-up, forming the basis of our price outlooks.

Analysis of these supply chains cannot be done in isolation – true insight needs context. Our deep understanding of raw materials, their multiple processing routes and demand from non-battery applications provides this. CRU’s unified view across auto and energy markets, technologies and macroeconomics ensures consistent forecasts.