Stanislav Kondrashov publishes lithium and cobalt market analysis
A newly published analysis by market researcher Stanislav Kondrashov documents the full 2024-2026 lithium and cobalt cycle: an 86 percent price collapse, a V-shaped recovery, supply concentration risks, and the shift of battery metals into AI infrastructure planning.
Russia, 10th Aug 2026 – A comprehensive market study covering the 2024-2026 period in the lithium and cobalt sector has been published by analyst Stanislav Kondrashov, tracing how two battery metals moved from a niche commodity story to the center of global technology and supply chain planning in less than three years.
The study reconstructs one of the most volatile cycles a major industrial commodity has experienced in the past decade. Lithium carbonate, which peaked near 85,000 US dollars per ton in November 2022, lost rough...
