webinars Market Intelligence /marketintelligence/en/events/webinars/risks-mounting-for-battery-metal-markets-as-prices-peak events-detail__hero js-detail-hero esgSubNav
Webinar Replays

Risks Mounting for Battery Metal Markets as Prices Peak

Thursday, May 12, 2022
1 Hour

The Russia-Ukraine conflict has triggered havoc in the nickel market and exacerbated existing tightness in the lithium and cobalt markets. This has further supported battery metals prices, which have been rallying since mid-2020. Battery metals cost — including lithium, cobalt and nickel — in lithium-iron-phosphate, or LFP, chemistries jumped nearly sixfold year over year in March on a dollars-per-kilowatt basis; and more than doubled for the nickel-manganese-cobalt, or NMC, chemistries over the same period when calculated with spot Chinese prices.

There are growing concerns that record battery metals prices could cause a seismic technical shift in traction battery chemistry, or derail the e-mobility transition entirely. In China, COVID-19-related lockdowns across the country, including Shanghai, have led to shutdowns at several passenger plug-in electric vehicle, or PEV, producers, disrupted auto parts manufacturing and slowed down flows of material to downstream users. Uncertainties over the lengths of the Russia-Ukraine conflict and the lockdowns in China therefore represent risks to passenger PEV production and sales, supply chain flows and battery metal prices.

Join us as we unpack the implications of the myriad of factors affecting the lithium, nickel and cobalt markets.

  • Impact of recent disruptions on battery metals supply chain and prices.
  • Rising battery metal costs and the outlook for passenger PEV sales and battery chemistry mix
  • Will there be sufficient battery metals supply to meet demand?
  • Lithium, nickel and cobalt market outlooks and price forecasts
Access Now


S&P Global Contributor
Mark Ferguson is an Research Director and the Head of Mining Studies for the Metals & Mining Research division of S&P Global Market Intelligence. Full Bio


S&P Global Contributor
Alice Yu is a Senior Analyst in Metals and Mining Research at S&P Global Market Intelligence. Full Bio
S&P Global Contributor
Jason Sappor is a Commodity Analyst in the Metals and Mining Research Team at S&P Global Market Intelligence. Full Bio

Alex, please download the S&P Networking App

The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :

  • Advance access to the attendee list
  • Live agenda updates and networking activities
  • Immediate access to speaker presentations
  • Essesntial, real-time event details and notifications
  • Upload a profile photo, set up a meeting, amd more

* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link

Access this webinar on demand

Access Now

Access this webinar on demand

Access Now
  • Questions?

    Please contact us if you need more info or need help registering.