Paul Lusty, Head of Battery Raw Materials Research at Fastmarkets, breaks down what he heard at the Shanghai Battery Raw Materials Conference and what it means for lithium, battery storage, and the broader battery materials market. The discussion covers tightening lithium supply, Zimbabwe export risks, rising spot prices, China demand signals, and why battery materials beyond lithium may also be turning higher.

A timely conversation on market sentiment, supply chain risk, and what investors may still be missing.

Register for Fastmarkets Conference: https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference

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Chapters

(00:00) Intro
(04:50) Guest Introduction
(08:50) Lithium Price Impact
(11:31) Battery Utilization Trends
(12:58) Energy Storage Growth
(16:17) Zimbabwe Supply Risks
(21:14) Global Supply Response
(23:57) China Supply Concerns
(26:53) Restarting Idle Capacity
(29:53) Lithium Sulfate Potential
(33:37) Graphite Market Outlook
(35:52) Manganese Demand Drivers
(39:24) Cobalt Supply Tightness
(44:59) Nickel Cost Pressures
(49:25) Broad Commodity Strength
(51:30) Equity Market Disconnect
(52:55) Converter Margin
(55:18) China Global Strategy
(58:41) Closing Thoughts

China Looks Short Lithium Again. Go Long? (Paul Lusty)