Cover most battery materials. I only copied graphite below
https://www.fastmarkets.com/insights/battery-materials-market-facing-oversupply-and-macroeconomic-headwinds-in-2024-2024-preview/Deteriorating graphite prices will hinder investment(a lot of mines are finding it hard to get finance to go into production. LTR's syndicate of bankers cut back what they were prepared to loan them. Ex-China AAM plants being built will only have 1 place to get their fines graphite from)
In 2024 we expect the graphite market to continue to struggle against excess supply, the highly competitive Chinese market, abundant inventories throughout the supply chain and weaker demand from both the lithium-ion battery andsteel sectorsdue to slower Chinese economic growth and the slowing pace of global EV sales.
We do not expect any significant recovery ingraphite prices in 2024and forecast prices to remain on par with levels in the second half of 2023, leading to average annual prices in 2024 well below those of the previous year.
The Chinese graphite export controls implemented toward the end of 2023 may lend support to prices in 2024, owing to short-term supply concerns and extended lead times, particularly as the timing coincides with reduced Chinese graphite production during the winter months. However, amid slowing demand and ample inventories, the price response is forecast to be limited. Competition from synthetic graphite will continue to hinder the development of the natural graphite market in 2024.
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