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Four key critical minerals in China likely to be under the spotlight at AFA 2024
Manganese, chrome, tungsten and vanadium will be key topics of discussion at Fastmarkets' upcoming Asia Ferroalloys Conference 2024 in Hong Kong on February 26-28, after appearing on China's latest list of critical minerals
February 22, 2024
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By the Fastmarkets team, Jessica Long, Tina Tong
Insights
Shining a light on lepidolite producers | Hotter Commodities
Lepidolite producers in China have been a major wildcard in the lithium industry of late, with production surging despite its higher cost, energy-intensive nature.
February 21, 2024
·
By Andrea Hotter
Insights
Europe’s incentives a boon for silicon anode developers, but scale limits could affect growth
Financial incentives for companies developing silicon-based anodes in Europe are helping to support the sector, but the focus on innovation, not scale, risks them falling behind North America, experts told Fastmarkets.
February 20, 2024
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By Solomon Cefai
Insights
US IRA scheme spurs activity on multiple fronts in graphite anode sector
Graphite companies Nouveau Monde Graphite, Novonix and Westwater have all announced offtake agreements in a developing US anode supply chain to comply with that country’s generous subsidy scheme under the Inflation Reduction Act and to ease the current dependence on China for material, Fastmarkets heard on Thursday February 15
February 16, 2024
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By the Fastmarkets team, Dalila Ouerghi, Jon Stibbs
Insights
Lithium traders face challenges and opportunities amid market volatility
Traders have built up their presence in the lithium market in recent years; they see an opportunity in lower prices – after record highs set in 2022 – while the lithium industry aims to take advantage of an expected growth in demand spurred by the global energy transition
February 14, 2024
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By the Fastmarkets team, Dalila Ouerghi, Jon Stibbs, Callum Perry
Insights
Auto manufacturers, miners join forces over US mining tax incentive | Hotter Commodities
A group of major automotive manufacturers including Tesla and General Motors sent a joint letter with mining companies and electric vehicle (EV) battery companies on Monday February 5 urging the Biden administration to allow a 10% tax credit to apply to both mineral extraction and mineral processing in the US
February 12, 2024
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By Andrea Hotter
Insights
India’s huge EV battery gigafactory plans could spur black mass imports and cut exports, said Lohum founder
India’s burgeoning electric vehicle (EV) battery-making industry could mean the country becomes a significant importer and a reduced exporter of black mass in the coming years, Rajat Verma, founder and chief executive officer of Indian battery recycler Lohum, told Fastmarkets in an interview
February 12, 2024
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By Lee Allen
Insights
What’s in store for EV demand in 2024 and beyond?
Phoebe O'Hara, battery raw material analyst at Fastmarkets, shares her analysis on electric vehicle (EV) demand in 2023 and some insights for 2024 and beyond
February 6, 2024
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By Phoebe O'Hara
Insights
Construction begins at Ares’ US acidspar plant; fluorspar deemed critical by govt
Mining company Ares Strategic Mining (ARES) announced on Thursday February 1 that fabrication of its fluorspar acidspar manufacturing facility in the US state of Utah has begun
February 6, 2024
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By Alexander Cook
Insights
Brazil’s Sigma mulls midstream lithium chemical production
Brazilian spodumene concentrate producer, Sigma Lithium, is mulling strategies during the current spodumene price downturn, including going further downstream to become one of the most competitive companies in the intermediate lithium chemicals market, chief executive officer Ana Cabral said on Thursday February 1
February 5, 2024
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By Renato Rostás
Insights
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