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.
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.
Transport emissions and fuels take center stage at COP26
Cleaner, greener fuel is one of the key issues on the agenda for UN climate talks in Glasgow as leaders meet to discuss emissions cuts and net-zero commitmentsRead now
Building sources of rare earths supply
With rare earth prices climbing on fresh demand from the new-energy sector and the potential for future Chinese supply constraints, governments outside China are supporting new sources of supply, William Clarke reportsRead now
The critical need for synthetic and natural graphite to meet EV sector growth
Numerous challenges are ahead for the graphite industry while it develops to meet the needs of the rapidly growing electric vehicle (EV) sector.Read now
Automakers navigate challenging times
Automotive manufacturers have faced a bumpy ride since the beginning of 2020, with the Covid-19 pandemic hitting production and demand, while its effects on the supply chain have created shortages of materials and components. Myra Pinkham unpacks the trends and outlines the road aheadRead now
Seaborne lithium prices in Asia rise further on tight supply
Seaborne lithium prices continued to edge up in Asia on tight availability over the week to Thursday November 4, with momentum in China filtering through to the wider regional marketRead more
What is the role of biomass in the global race to net zero?
The world is racing to meet emissions targets and limit our dependency on fossil fuels. What kind of role could biomass play in the race to net-zero?Read now
Lithium supply and demand to 2030
Frequently asked questions about lithium, a key energy transition materialRead more
HOTTER ON METALS: Cooling copper and the credibility challenge
The three-month copper contract is trading near record highs on the LME, cash prices are rising even faster, and inventories are descending toward zero. Try running a hedge book in those conditionsRead more
Huge changes pull traders to London metals week | LME Week 2021
London metals week remains a key milestone in the commodities calendar. Discover our special LME Week 2021 coverage on key commodities such as nickel, lead, tin and lithium.Read now
A fast and furious year for lithium | LME Week 2021
Fastmarkets analyst William Adams and reporter Sofia Okun size up the lithium market as part of LME Week 2021.Read now
Strong growth for cobalt, but some headwinds too | LME Week 2021
As part of LME Week 2021, Fastmarkets analyst William Adams and reporter Alexander Cook give an exclusive look at what buyers and sellers are saying in the cobalt market.Read now
Another year of supply deficit to support copper prices in 2022 | LME Week 2021
Fastmarkets analyst Boris Mikanikrezai and reporter Yasemin Esmen provide an outlook on the copper market as part of LME Week 2021.Read now
Why EU's carbon border adjustment mechanism is an afterthought for aluminium traders
The low-carbon production of aluminium has remained in the spotlight during COP26, the United Nation’s global climate change conference now under way in Glasgow, but the EU’s carbon border adjustment mechanism (CBAM) remains an afterthought for the European aluminium market.Read more
Will the UK fuel crisis boost electric vehicle sales?
While the fuel shortage has boosted interest in electric vehicles, it may be short-lived once the crisis is resolved.Read more
Is the spot market for spodumene influencing contractual negotiated pricing?
Surging spot spodumene prices following aggressive bids in the latest Pilbara Minerals’ spodumene concentrate auction has elevated negotiated prices for fourth-quarter term contracts.Read now
Why the lithium market needs to take a leap of faith on pricing
Fastmarkets index manager Peter Hannah asks the question, “which lithium prices best reflect market condition?” and explores the value of spot priceRead now
Economic outlook 2022 – could stagflation reduce the roaring 20s to a whimper?
Lasse Sinikallas, director of macroeconomics, shares his outlook for the next 6-12 months, looking at the fundamental drivers of the global economy, including consumption, production and inflation. Discover whether inflation is here to stay, how questions about China hang over the entire global economy and moreRead now
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.”Read more
From raw materials to specific grades we provide extensive pricing coverage of this essential metal.See prices
We provide prices that cover the various grades and types of lithium used in EVs, batteries, electronics and their raw materials.See prices
Covering both grades and payables our cobalt prices include our benchmark price Cobalt standard grade, in-whs Rotterdam, $/lb.See prices
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.