Is Winter Over? China Battery Materials Market Q3 Review, and Q4 & 2026 outlook

Cobalt Lithium Nickel
After a prolonged period of cooling, the China battery materials market is showing fresh signs of life. But is this a sustainable recovery or a temporary rebound? What does the road ahead look for lithium, nickel, and cobalt as we approach 2026?
 
Join our expert analysts for an exclusive webinar: "Is winter over? - China battery materials market Q3 review, and Q4 & 2026 outlook."
 
In this insightful session, we will dive deep into the critical forces reshaping the supply chain:
 
Lithium's Comeback: We'll review Q3 2025's market dynamics and interpret the key factors behind the recent price rebound. What’s driving the momentum, and is it built to last?
 
Forecasting the Future: Get a clear-eyed outlook for the Chinese lithium market in Q4 2025 and through 2026. Plan your strategy with confidence based on our data-driven projections.
 
Nickel's New Equation: With Indonesia's RKAB quotas in focus, we'll analyze the outlook for nickel ore supply. Will robust EV battery demand provide constant support for nickel sulfate prices, or are headwinds ahead?
 
Cobalt's Quota Conundrum: The DRC's quota system is a game-changer. We'll explore its impact and ask the critical question: How far can cobalt prices go in this new environment?
 
Secure your spot now and gain the strategic intelligence you need to navigate the complexities of the evolving battery materials landscape.
 
Date and time: October 30, 2025 | 4:00 PM – 5:00 PM (GMT+8, Beijing Time)
Platform: Zoom
Language: English
Registration fee: Free
 

Speakers:
Aggie Hu  

Aggie Hu is English Editor at Mysteel Global and has good industry knowledge of the lithium-ion battery market. She is responsible for covering China’s lithium market from the perspective of prices, inventories, capacity utilization, consumption pattern, and China’s industrial policies.

Cora Ji

Cora Ji is an English Editor at Mysteel. Her responsibilities include researching, writing, and editing articles on key aspects such as nickel market overviews, price trend analysis, and supply/demand dynamics.