Downstream Dampening

Upstream feedstocks spiked as much as 70%; each step downstream kept less of it, and the 5 MWh storage block kept none. Indexed to Jan 1 = 1.00.

2026 YTD Battery Component Price Report. Representative USD trend, basis-free index; subject to specification variance. Each stage is indexed to its first weekly value of 2026. Left to right follows the LFP chain: battery-grade lithium carbonate; iron sulfate + phosphoric acid → ferrous phosphate; then cathode → 314Ah ESS cell → 51.9kWh EV pack → 5MWh ESS block. Cell, pack and block series end Jul 24.
Source: Intercalation StationDownload image