ElementWatch

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Critical Materials · MetalpriceAPI · battery supply

Lithium carbonate price & supply intelligence

Lithium carbonate spot pricing drives cell economics across EV, ESS, and consumer batteries. ElementWatch surfaces the Australian / Chilean / Chinese supply triangle and the demand signals that lead it.

What we track

  • Lithium carbonate spot ($/kg, MetalpriceAPI)
  • Australian spodumene + Chilean SQM output
  • Chinese conversion capacity and Yibin signals
  • EV + ESS battery demand and tier-1 cell builds
  • Direct lithium extraction (DLE) commercial signals

Who this is for

EV OEMs, battery cell makers, ESS integrators, automotive procurement, and chemicals buyers along the lithium chain.

Decisions ElementWatch supports

  • Forward contracting vs spot exposure on carbonate
  • Refinery / conversion partner diversification
  • Cell BOM repricing windows under spot moves

Primary sources