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Syrah Resources’ latest graphite deals ‘in line with supply diversification’ trends
Australia-based graphite miner Syrah Resources has signed two binding offtake agreements with Graphex Technologies, a multinational purified spherical graphite producer, and Westwater Resources, a US-based junior graphite anode producer, the miner said on Thursday August 3
August 8, 2023
·
By Dalila Ouerghi
Insights
Albemarle expects higher lithium prices and supply tightness through 2023
Albemarle has increased its revenue outlook for 2023 partially due to expectations of improving lithium prices, although some analysts expect the lithium market will be oversupplied in upcoming years
August 7, 2023
·
By Grace Asenov
Insights
New EU battery legislation is ‘not ambitious’ but supports supply chains for all components
Recently approved at the European Parliament, a new legislation that sets rules for batteries used in electric mobility devices is an important policy step to secure supply chains, though not necessarily ground-breaking, according to analysts and market participants
August 1, 2023
·
By Yasemin Esmen
Insights
Development of lithium projects likely to shake up supply of tantalite, sources say
Growth in the lithium market could lead to a significant increase in the supply of tantalite once new lithium projects come on stream, according to market participants
August 1, 2023
·
By Jon Stibbs
Insights
Introducing Fastmarkets’ Battery Cost Index
Frequently asked questions about analyzing and optimizing battery costs
July 31, 2023
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By the Fastmarkets team
Insights
Spotlight on sulfate: Battery chemistry developments and geographical onshoring to shape manganese sulfate sector
Developments in prevalent battery chemistries and geopolitical moves to onshore key battery raw materials (BRM) supply will likely require significant changes to the manganese sulfate supply chain, Fastmarkets understands
July 28, 2023
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By Solomon Cefai
Insights
Do solid-state and sodium-ion batteries have the power to overcome the lithium supply crunch?
Fastmarkets explores two key emerging battery chemistries and whether they have the ability to alleviate battery material supply challenges
July 27, 2023
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By the Fastmarkets team
Insights
NextSource prepares for new mine’s flake graphite verifications, expects supply tightness of non-Chinese material
NextSource has begun flake graphite production at its Molo mine in Madagascar ahead of a potential bottleneck in natural and synthetic graphite anode material produced outside of China, executive vice president Brent Nykoliation told Fastmarkets
July 26, 2023
·
By Jon Stibbs
Insights
Spotlight on sulfate: More focus on manganese sulfate pricing on battery sector growth
Much of the focus in the manganese sulfate market is now on the development of a supply chain outside of China, Fastmarkets understands
July 26, 2023
·
By Callum Perry
Insights
Spotlight on sulfate: Volatility expected in manganese sulfate amid supply and processing capacity bottlenecks
Sometimes regarded as the “forgotten” battery material, attention towards manganese has increased drastically as participants seek to localize supply chains and ramp up battery production to meet growing demand
July 25, 2023
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By the Fastmarkets team, Callum Perry, Solomon Cefai
Insights
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