Supply chain localization of the graphite industry is a trend that is expected to continue in 2024 amid ongoing geopolitical tensions and excess capacity in Mainland China, the major holder of the global anode supply. Challenges remain, however, sources told Fastmarkets

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)

Chinese exports of flake and spherical graphite plummeted in December, after China’s introduction of export controls on certain graphite related products

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

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

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

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

Learn more about the growth in lithium hydroxide futures contracts at the CME for January 2024

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

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