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China’s graphite electrode prices drop further and spread widens for UHP
China’s export market for graphite electrodes, high power (HP) and ultra-high power (UHP), dropped for a third consecutive fortnight on Wednesday July 5 amid slow demand and due to producers using different raw materials
July 11, 2023
·
By the Fastmarkets team, Jon Stibbs, Sybil Pan
Insights
Yunnan Shanshan fires up new graphite anode project amid challenging market conditions
Yunnan Shanshan, a subsidiary of major graphite anode producer Shanshan Technology, started production at its new manufacturing base in China’s Yunnan province on Friday June 30
July 7, 2023
·
By Sybil Pan
Insights
Are China’s export curbs on gallium and germanium a political symbol or a real threat? [update]
Restrictions on critical minerals by China cast uncertainty over industry
July 7, 2023
·
By the Fastmarkets team, Solomon Cefai
Insights
China plans state reserve tender to increase cobalt stockpile
China’s State Reserve Bureau (SRB) is planning to purchase a large volume of cobalt metal for its stockpile, market participants told Fastmarkets on Wednesday July 5
July 7, 2023
·
By Alexander Cook
Insights
European battery regulations to restrict black mass exports to secure raw materials
Recycling requirements under new European Union battery regulations could see exports of black mass from Europe fall close to zero as soon as 2025, Fastmarkets heard at the E-waste World battery recycling conference in Frankfurt last week
July 6, 2023
·
By Ross Yeo
Insights
Battery chain needs lithium carbonate hedging: Lithium Supply and Battery Raw Materials ’23
Market participants in the battery raw materials supply chain will have an increasing need to hedge lithium carbonate to mitigate price risks, and demand for this will soon grow in both Europe and North America
July 5, 2023
·
By Grace Asenov
Insights
Insights on the US Inflation Reduction Act: Lithium Supply and Battery Raw Materials ’23
Panelists at an industry conference last month shared their opinions on what is known and unknown about the US government’s Inflation Reduction Act (IRA) and its likely consequences for the global battery raw materials supply chain
July 4, 2023
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By Grace Asenov
Insights
Can China’s cheaper nickel sulfate make its way overseas?
Chinese participants are mulling over nickel sulfate exports into neighboring Japan and South Korea, with the main driver the regional price gap between China and these countries, Fastmarkets heard on Tuesday June 27
June 30, 2023
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By Yiwen Ju
Insights
Black mass demand in South Korea gets further support from battery raw materials prices
Increased prices for key battery raw materials such as nickel, cobalt and lithium are continuing to assist demand for shredded nickel cobalt manganese (NCM) lithium-ion batteries
June 26, 2023
·
By Lee Allen
Insights
CME Group to launch Fastmarkets-linked lithium carbonate contract
The CME Group will launch a cash-settled lithium carbonate contract that will be settled against Fastmarkets’ assessment for lithium carbonate 99.5% Li2CO3 min, battery grade, spot prices cif China, Japan & Korea
June 22, 2023
·
By Justin Yang
Insights
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