Metal Movers Podcast - Battery Materials Outlook
Oct 27, 2025•19 min•Ep. 1107
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Episode description
Metal Movers: Battery Materials Outlook
The battery materials industry is in a state of transition and of turmoil. Continued growth of EV sales and the emergence of ESS are pushing battery technology into the mainstream, while it becomes a geopolitical tool at the heart of the current trade conflicts.
Join Thomas Kavanagh, Editor, and Dylan Khoo, Senior Analyst, as they discuss recent trends in battery materials and what’s next for the sector.
Key topics covered:
- Expectations for lithium prices
- Export controls from the DRC and China
- The growth of the ESS market
- Europe’s EV sales recovery
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