Issue archive
Each issue is frozen after the close at 16:30 ET and does not change afterwards, so a figure cited from one of these pages reads the same next quarter as it did on the day.
Tue, Sep 1, 2026 · /daily/09012026
China's 2% battery tax starts as the lithium price gives back its pre-tax run-up
Mon, Aug 31, 2026 · /daily/08312026
Lithium eases before China's battery tax; black mass allocation order closes first month
Fri, Aug 28, 2026 · /daily/08282026
Lithium's pre-tax rally fades and battery stocks sell off while installed storage keeps growing
Thu, Aug 27, 2026 · /daily/08272026
Brief generation failed
Wed, Aug 26, 2026 · /daily/08262026
Lithium's pre-tax rally turns down as US black mass export limits start tomorrow
Tue, Aug 25, 2026 · /daily/08252026
Lithium up 94% y/y and its producers sold off — the tax clock is doing the pricing
Mon, Aug 24, 2026 · /daily/08242026
Lithium +94.6% y/y and the tape won't confirm; storage derated against 48.6 GW metered
Fri, Aug 21, 2026 · /daily/08212026
Upstream tape rips while capex sags; black mass allocation lands in six days
Thu, Aug 20, 2026 · /daily/08202026
Storage tape derates as metered capacity hits 48.6 GW; black mass clock runs out Thursday
Wed, Aug 19, 2026 · /daily/08192026
Canada's 50% lands Saturday, black mass Thursday; the tape bids cells anyway
Tue, Aug 18, 2026 · /daily/08182026
Tape derates storage as metered fleet hits 48.6 GW; copper curve, not spot, sets 2027
Mon, Aug 17, 2026 · /daily/08172026
Storage tape derates the integrators while metered GW booms; four clocks inside 86 days
Fri, Aug 14, 2026 · /daily/08142026
Tape prices scarcity as prints ease; grid hardware gets paid, cell makers don't
Thu, Aug 13, 2026 · /daily/08132026
Lithium equities bid as the assessment slides; 14 days to a hard black mass allocation
Wed, Aug 12, 2026 · /daily/08122026
GM writes off its cell JV; storage capacity is real, storage margin is not
Tue, Aug 11, 2026 · /daily/08112026
Tape pays for firming hardware, derates the feed — 91 days to the graphite cliff
Mon, Aug 10, 2026 · /daily/08102026
Storage tape derates as metered fleet hits 48.6 GW; 92 days to the graphite cliff
Fri, Aug 7, 2026 · /daily/08072026
Tape bids the pre-revenue names; capex still -34% and 95 days to the Beijing cliff
Thu, Aug 6, 2026 · /daily/08062026
Canada 338 lands in 13 days; storage integrators derate as the metered fleet compounds
Wed, Aug 5, 2026 · /daily/08052026
Storage tape derates as metered fleet hits 48.6 GW; qualify on paper, not on price
Tue, Aug 4, 2026 · /daily/08042026
Tape buys a Hormuz deal Iran denies; storage records rise on capex that fell 34%
Mon, Aug 3, 2026 · /daily/08032026
Oil relief rally is a headline, not a corridor — don't rebase your energy escalators
Fri, Jul 31, 2026 · /daily/07312026
Grid hardware gets the bid, cells get the discount — 100 days to the China cliff
Thu, Jul 30, 2026 · /daily/07302026
Grid takes the bid, OEMs take the hit: 48.6 GW metered says plan for electrons