Can Raw Material Demand Support New Capacity or Market Entry?
Rising demand alone does not justify new raw material capacity or market entry. Strong growth figures, including battery demand expanding over 35% past 1.5 TWh in 2025 and mineral consumption rising roughly 10% annually, signal clear opportunity. However, commercial viability depends on whether the market can absorb added volume without oversupply, whether producers can operate competitively on the cost curve, and whether buyers will absorb output at sustainable prices. Because energy technologi
