Highlights：

Recent movements in lithium prices have once again drawn strong attention across the energy storage industry. While upstream price volatility is widely discussed, its implications for battery costs and BESS procurement decisions are often less clearly understood.

This webinar provides a structured, supply–demand-driven perspective on how lithium price changes are formed and how they are transmitted along the value chain—from lithium carbonate to battery cells, and ultimately to energy storage system costs. Combining upstream materials analysis with SMM’s outlook on global BESS demand growth, the session aims to help industry participants better interpret price signals and understand where cost impacts are most likely to materialize.

Discussion Highlights:

Part 1｜What’s Really Driving the Current Lithium Price Move?

Part 2｜Price Transmission: From Lithium Carbonate to Battery Cells

Part 3｜BESS Demand Outlook: How Fast Is the Market Really Growing?

Part 4｜From Battery Cells to BESS Costs: What Actually Gets Passed Through?