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Samsung SDI stake in Canada Nickel highlights EV materials focus
South Korean battery maker Samsung SDI’s recent investment in Canada Nickel, despite falling nickel prices, is the latest example of companies forming long-term partnerships to secure electric vehicle supply chain production that qualifies for tax credits under the US Inflation Reduction Act (IRA)
January 24, 2024
·
By Leticia Simionato
Insights
China’s graphite exports plunge in December after introduction of export controls
Chinese exports of flake and spherical graphite plummeted in December, after China’s introduction of export controls on certain graphite related products
January 24, 2024
·
By Sybil Pan
Insights
Chinese automakers sign Electric Vehicles subsidy pact with Thailand
Chinese automakers, led by Great Wall Motor, are set to expand their dominance in Thailand's EV market thanks to the newly approved 'EV 3.5' subsidy scheme
January 23, 2024
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By Nina Hu
Insights
Battery materials market facing oversupply and macroeconomic headwinds in 2024 | 2024 preview
Fastmarkets looks ahead to 2024 and beyond at some key developments for the battery materials market as the clean energy transition faces a challenging global economic and geopolitical backdrop
January 22, 2024
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By the Fastmarkets team
Insights
Participants speculate price floor for spodumene following sharp declines and operational suspension
Market participants across the lithium value chain have been speculating over the price floor for spodumene, a key feedstock to produce lithium chemicals, amid sustained weakness in prices
January 19, 2024
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By Zihao Li, Callum Perry
Insights
China grants graphite export approval to South Korea but concerns remain
China has approved the export of graphite anode raw materials to South Korean battery material makers after it started regulations on the exports of certain graphite products on December 1, but concerns over exports remain
January 18, 2024
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By Sybil Pan
Insights
CME lithium hydroxide futures volumes accelerate amid first GFEX delivery period
Learn more about the growth in lithium hydroxide futures contracts at the CME for January 2024
January 18, 2024
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By the Fastmarkets team
Insights
Oversupply continues to put pressure on NPI, MHP markets in 2024 | 2024 preview
The rise in capacity-building in the past years in both China and Indonesia quickly turned nickel market once in short-supply into an oversupplied one, not only in China, but also globally
January 18, 2024
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By the Fastmarkets team, Yiwen Ju, Dylan Duan
Insights
Black mass payables fall in Europe due to “very soft” market
Payables for black mass (shredded and sorted lithium-ion batteries) in the European domestic market continued to drop in the week to January 15 amid weak demand and abundant supply
January 17, 2024
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By Lee Allen, Tianran Zhao
Insights
Stardust Power to build lithium refinery in Oklahoma, US: CEO | Hotter Commodities
Stardust Power Inc is to build a battery-grade lithium refinery in Oklahoma in the United States, with major construction starting later in 2024, the US-based company’s founder and chief executive officer told Fastmarkets
January 16, 2024
·
By Andrea Hotter
Insights
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