Q2 2026 Lithium & Nickel: Will Supply Disruptions Fuel Further Price Hikes?

This webinar will review China's lithium and nickel battery materials market in Q1 2026, and evaluate the sustainability of the current growth momentum driven by supply disruptions, as well as how demand is holding up.

Webinar Topics:

Lithium

1. How are we reassessing the global lithium supply outlook for Q2 amid widespread disruptions?

2. With electric vehicle sales falling short in Q1, how will the EV market perform in Q2? Will rising energy security concerns also create additional opportunities for energy storage system development？

Nickel

1. Indonesia’s nickel ore quotas were cut by 30% in Q1, and actual shipments lagged behind expectations. Will supply tighten even further in Q2?

2. NPI costs climbed due to rising ore prices and freight costs, but weak stainless steel demand raises the question: how much higher can prices really go?

3. MHP supply faced disruptions from tailings shutdowns and sulphur supply. Can Q2 recovery keep up with downstream demand?

Speakers:

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.

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.