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In Hotter Commodities, special correspondent Andrea Hotter cuts to the chase on the biggest stories impacting the natural resources sector, what it means for the markets, and what the key risks and opportunities are.
Read the latest insights from Hotter Commodities below.
There is a feeling of déjà-vu in the copper market as the potential for production curtailments and closures rears its head once again
History tells us that aluminium smelters close or curtail capacity when energy prices peak – is 2022 any different or will the same old patterns play out? Andrea Hotter looks to the past to help us think about the future
A shift in spending from high- to low-carbon assets as part of the energy transition culture could create the biggest reallocation of capital in history – and is already fundamentally reshaping investors’ approach to financing
Hotter on metals
Critical shortfalls loom without new primary metals supply and better recycling in the system soon, endangering Europe’s goal of a more autonomous clean energy system, according to a new study commissioned by Eurometaux, the region’s association of metal producers
Making sure that Britishvolt has the raw materials it needs to produce batteries has become the UK company’s priority with supply constraints intensifying, its chief executive officer has told Fastmarkets in a recent interview
Andrea Hotter speaks with the US Secretary of Energy, Jennifer Granholm, about the protracted metals and mining permitting process and its impact on the supply of critical minerals for the energy transition
German copper producer Aurubis is on track to deliver its new recycling plant in Georgia, the United States, with the project just the starting point for the company’s foray outside Europe, the company’s chief executive officer said
Electra Battery Materials Corp has signed a battery recycling and cobalt sulfate supply agreement with Japanese conglomerate Marubeni Corp, the Canada-based company said
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The definitive podcast for the critical minerals and battery raw materials markets. From uncovering market secrets to predicting future trends using Fastmarkets forecasting data, we’ve got you covered.
Watch this short video to hear a recent interview with Andrea Hotter of Hotter Commodities as she discusses the concept of ‘sustainable finance’ and what it actually means for investors.
She also looks at mixed messaging over carbon-neutral terminology and the impact that environmental, social and governmental (ESG) considerations and resource nationalism is having on the battery materials market
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