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CME cobalt hydroxide futures reach 1,000 lots of open interest
Less than a year after launching, open interest on the Chicago Mercantile Exchange (CME) cobalt hydroxide futures contracts has reached 1,000 lots, an all-time high
August 15, 2024
·
By Alexander Cook
Insights
China EV sales overtake traditional autos for first time ever; Southeast Asia continues to push EV developments
Sales of new energy vehicles (NEVs) in China overtook more conventional auto sales for the first time ever in July, accounting for more than half of all units sold during the month, according to the latest data from the China Association of Automobile Manufacturers (CAAM)
August 14, 2024
·
By Nina Hu
Insights
Graphite sector shows mixed reactions to proposed changes to US Section 301 tariffs
The proposed amendments to the Section 301 tariffs applied by the US on imports of materials from China have prompted a flurry of feedback, including some on the timing and levels of proposed tariffs on graphite imports, Fastmarkets heard on Tuesday August 13
August 14, 2024
·
By Solomon Cefai, Julienne Raboca
Insights
Battery raw materials market update August 2024
Read Fastmarkets' monthly battery raw materials market update for August 2024, focusing on raw materials including lithium, cobalt, nickel, graphite and more
August 12, 2024
·
By the Fastmarkets team
Insights
Slowing global demand for EVs hits South Korean battery producer revenues
Slowing global demand for electric vehicles (EVs) seriously dented the second-quarter revenues of South Korea's key battery producers, sources told Fastmarkets on Friday August 9
August 12, 2024
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By Zihao Li
Insights
The rise of the lithium futures market
This paper, originally published in the Bayes Business School's Commodity Insights Digest, explores the performance and trajectory of the lithium futures market, which emerged to manage price volatility in the booming lithium industry
August 9, 2024
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By Przemek Koralewski
Insights
Australian mining’s ESG conundrum
Amid the rising focus on environmental, social and governance (ESG) performance, the Australian mining industry faces a conundrum: maintain production at competitive levels or promote rigorous ESG standards
August 8, 2024
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By Callum Perry, Solomon Cefai, Alice Li, Laura Roberts
Insights
US burgeoning black mass exporter; domestic battery recycling demand to soar: sources
US scrap battery volumes are expected to soar over the next decade, precipitated by increased electrification and decarbonization efforts, according to estimates from Fastmarkets’ research team
August 8, 2024
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By Kirstyn Petras
Insights
Critical minerals supply chains: What is the outlook for these raw commodities?
Understanding the greatest risks and the impacts to the supply chains of critical raw materials including battery raw materials, green metals and rare earths
August 8, 2024
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By the Fastmarkets team, Olivier Masson, Julienne Raboca, Alexander Cook
Insights
Powering the energy transition: Supply shortage of electrical steel could crimp energy transition movement
The green revolution is creating a surge in demand for electrical steel, a key component in both electric vehicles (EVs) and new home appliances
August 7, 2024
·
By the Fastmarkets team
Insights
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