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Articles

The future of solid-state batteries in electric vehicles: from innovation to commercial reality

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By Fastmarkets Metals, Connor Watts, Luke Sweeney
| FastMarkets Verified
Fastmarkets contributed to the latest Next10 Insights SSB Technology Insight, bringing an independent price and market perspective to one of the most closely watched developments in battery technology in electric vehicles. This contribution was led by Fastmarkets analysts Connor Watts, battery raw material demand analyst, and Dr Luke Sweeney, senior analyst, battery raw materials, whose insights help anchor the report’s technology discussion in market reality.
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How European automotive OEMs are managing EV material costs and demand

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By Fastmarkets Metals
| FastMarkets Verified
Key takeaways: Battery raw materials are now central to EV margin management, with lithium, nickel, cobalt, graphite, manganese and black mass shaping cost exposure across BEVs, hybrids and plug-in hybrids. Demand growth is improving but uneven, requiring OEMs to plan battery material needs by market, powertrain, chemistry and vehicle segment.
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North American EV demand slows as hybrids gain momentum and automotive OEM strategies reset

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By Fastmarkets Metals
| FastMarkets Verified
Key takeaways: Hybrid vehicles now hold 14.5% market share, surpassing BEVs at 5.1%, reflecting consumer preference for fuel economy without full EV commitment. OEMs are recalibrating investments, with over $234 billion spent since 2020 but recent trends favoring hybrids and ICE platforms, exemplified by Honda’s EV expansion halt.
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