2026 Battery Metals
"For now, the cobalt market appears to have stabilized, with prices high enough to encourage sellers to offer material out. Refiners in China appear to have ample stocks of feed to continue to supply contract volumes"
ROB SEARLE
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OUTLOOK REPORT
2026 Battery Metals
OUTLOOK REPORT
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2026 Battery Metals Investing Outlook Report
2026 Battery Metals Investing Outlook Report
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Key factors driving battery metals prices
Market Drivers
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Top performing battery metals and sectors to keep on your radar
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to help you position for what's ahead.
Australia is emerging as a pivotal force in battery metals. Lithium is forecast to shift from surplus to deficit by 2026, while local producers play a key role in global supply.
ASX projects are also positioned as non-China alternatives in graphite and vanadium, supported by government diversification. With supply chains shifting and energy storage demand rising, investors may find opportunities to position early for the next cycle.
Australia is emerging as a pivotal force in battery metals. Lithium is forecast to shift from surplus to deficit by 2026, while local producers play a key role in global supply.
ASX projects are also positioned as non-China alternatives in graphite and vanadium, supported by government diversification. With supply chains shifting and energy storage demand rising, investors may find opportunities to position early for the next cycle.