The September 2026 Commodity Market Report is an independent read of U.S. battery-material flows, producer prices, and the three-month path. Coverage runs across lithium carbonate and hydroxide, primary cells, vehicle and storage batteries, cobalt, nickel and nickel sulfate, graphite, silicon, and phosphate, with sulfuric acid, crude oil, and base metals as the related inputs.

Both nickel-based and lithium iron phosphate chemistries are covered, along with a note on sodium-ion where we continue to build upon.

The edition is written for an OEM buying cells, an investor marking a book, and a producer running a battery, storage, or recycling line.

Import value, unit value, and producer price indexes are each tied to cost, tariff exposure, and chemistry mix. Vehicle sales are not the driver.

Included are the forecast, the method behind each series, and a workbook with the series set side by side and the forecast marked on the chart. Actuals are the public prints. The forecast and the write-up are the analysis.

A founders price is open to the first ten buyers. Please contact us for pricing Contact@CrescendoAnalytic.com