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Energy transition news, prices and events

How green, clean energy is driving change in metals markets

The energy transition is one of the biggest forces of change in commodity markets today. The world is moving away from carbon-based fossil fuels, towards renewable sources of energy and the electrification of global energy systems. Each step towards cleaner energy increases demand for key energy transition commodities – copper for conducting electricity, battery raw materials to power electric vehicles and store renewably-generated energy, and the steel, aluminium and other materials used in the construction of renewable energy infrastructure. Significant investment is needed, not just to increase supply, but to do so sustainably to help the world meet its climate goals.

Read on for our latest analysis of how the energy transition is reshaping global commodity markets, and what that means for producers, traders, investors and buyers then deep dive into this important market at our annual conference: Lithium Supply & Markets 2021 on September 20-22, 2021. Learn more and register here.


Why there's still time to avoid a lithium supply crunch

Special report

As lithium’s critical role in the energy transition comes into sharper focus, confidence in supply falters. Amidst the many concerns about these issues, we provide a pragmatic view of the future for this market.

  • OUTLOOK: Securing lithium biggest challenge to battery supply chain in H2 2021

    Battery supply chain participants have prioritized securing lithium in the second half of 2021, but nickel has also been a headache for sourcing directors, who are less concerned about cobalt supplies, a Fastmarkets survey has found.

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  • FOCUS: Tight availability propels spodumene price, prompts more frequent price negotiations

    The spodumene price skyrocketed in July with tight availability posting challenges to lithium operations in China, while suppliers intended to negotiate the price more frequently in light of the price rally in the downstream chemical market.

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  • Cobalt faces triple threat in southern Africa

    Civil unrest, Covid-19 and supply curbs – three factors that could keep cobalt prices high through 2021.

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  • Solar power capacity growth requires guaranteed supply of minerals and metals

    Enabling large-scale expansion of solar power production capacity is a crucial part of the transition to a sustainable future, but growth prospects rest on the availability of key minerals and metals.

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  • The war between EV battery cathodes

    Lithium iron phosphate batteries have recently regained their position as the preferred option in China, casting doubt on the forecast dominance of the alternative nickel-cobalt-manganese lithium-ion batteries.

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  • Graphite

    Graphite producers for the anode market adopting ESG faster than other sectors

    Awareness and incorporation of environmental, social, and corporate governance (ESG) policies within the graphite market are slowly developing, especially in the anode sector.

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  • Why the lithium industry is heating up just as prices cool

    Under pressure to meet rapidly growing demand from EVs and energy storage, the transformation of the lithium supply chain is speeding up.

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  • Battle begins to recycle millions of EV batteries

    Recycling EV batteries will be essential to help raw materials producers keep up with future demand.

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  • Energy transition: The complex path to net zero

    Technology entrepreneur Elon Musk once described the ongoing use of fossil fuels and their generation of a vast carbon footprint as “the dumbest experiment in human history.”

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  • How copper's mine-supply crunch is driving prices to record highs

    London Metal Exchange three-month copper futures hit $10,720 per tonne in May amid disruption from the Covid-19 pandemic and political tensions affecting material supply from mines.

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  • Narrowing gap between spot and contract lithium prices underlines supply tightness

    The gap between lithium spot and contract prices has narrowed significantly in 2021 as a result of tight availability along the lithium supply chain and price evolution.

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  • The many forces driving nickel price volatility

    As demand for battery raw materials grows, economic conditions and supply constraints are driving prices higher while labor shortages could affect the development of new lithium projects.

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  • european supply chain

    The emerging European battery supply chain

    Europe looks to regionalize battery supply chains to capitalize on EV growth.

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  • green copper

    A green future: looking ahead to uncertainties in the copper industry

    The copper industry faces key questions as it looks for a common understanding of sustainable copper production.

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  • lithium salt flats

    Fastmarkets & CME Group launch cash-settled lithium contract

    New lithium contract helps market participants mitigate risk as the growing electric vehicle sector increases the interest in lithium futures.

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Featured energy transition prices

From copper to lithium, we've got the key energy transition materials covered

  • Copper prices

    From raw materials to specific grades we provide extensive pricing coverage of this essential metal.

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  • Lithium prices

    We provide prices that cover the various grades and types of lithium used in EVs, batteries, electronics and their raw materials.

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  • Cobalt prices

    Covering both grades and payables our cobalt prices include our benchmark price Cobalt standard grade, in-whs Rotterdam, $/lb.

    See prices

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Fastmarkets customers can access the energy transition market page. It gives you a comprehensive view of the latest news and prices in key segments of the energy transition, including energy and power materials, and energy and power infrastructure. It includes detailed price correlations for the relevant minor metals, alloys, base metals, industrial minerals, non-ferrous scrap and steel products. Rare earths are also important here.