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Long-term battery materials prices: Higher than you think?

Posted on - 09 Feb 2023

Category - Features

We believe that many commentators are going wrong in their interpretation of the industry cost structure, and this could have major ramifications on the setting of long-term prices and hence the return potential of the battery materials sector in the long-term. There are a number of ways to set long-term prices; in a rapidly-growing industry like battery materials some element of capital costs must feature, but this is generally added to the marginal cost of production. Of course, when setting long-term prices, that should be the marginal cost of production both today and in the medium-term and we don’t think...

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Cost pressure Discount rate Forecasting FX Graphite Lithium LT prices Marginal Cost Nickel Prices WACC