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Fastmarkets’ battery raw materials risk matrix
10 factors that could put the brakes on electric vehicle growth
March 31, 2022
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Insights
Demand dynamics support price premium for alloy-grade cobalt
Availability concerns on certain materials and in specific regions have been supporting the emergence of a premium for alloy-grade cobalt against standard-grade material, compounded by the backdrop of the Russia-Ukraine war and its potential effect on flows of Russian cobalt
March 21, 2022
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By the Fastmarkets team
Insights
Argentina doubles down on lithium to meet surging global demand
A bullish long-term outlook for lithium has resource-rich Argentina looking to incentivize bringing more projects into the country over the next three years to meet soaring global demand for the battery raw material
March 3, 2022
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Insights
DRC administration of cobalt-copper mine may spell new trouble for hydroxides
A ruling by a court in the Democratic Republic of Congo (DRC) placing a temporary administrator in charge of China Molybdenum’s cobalt mine in the country could have significant implications for the cobalt hydroxide market, sources have told Fastmarkets
March 3, 2022
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By the Fastmarkets team
Insights
Ukraine invasion compounds sense of tightness in cobalt market
Cobalt market participants have reported that this week’s Russian invasion of Ukraine will compound the tightness in availability of units in the spot market while some opt to steer clear of handling Russian material
February 25, 2022
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By the Fastmarkets team
Insights
Lithium prices rose more than 400% in 2021; supply agreements failed to keep up
Why the most common lithium pricing mechanisms don't serve the strategic aims of the EV market
February 23, 2022
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Insights
Nornickel’s Global Palladium Fund launches physically-backed ETC for EV metals
The launch of this exchange-traded commodity will be one of the first exchange-traded products offering carbon-neutral nickel
February 8, 2022
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By the Fastmarkets team
Insights
New lithium market cycle offers growing opportunities for traders
The rebound in global demand for and prices of lithium compounds is creating a market environment that is increasingly attractive for commodity traders
February 3, 2022
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By the Fastmarkets team
Insights
Serbia lithium project setback exposes fragility of Europe’s battery sector outlook
Rio Tinto’s major setback at its lithium development project in Serbia exposes the overall fragility of Europe’s outlook for bringing battery raw material sourcing closer to home
January 27, 2022
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By the Fastmarkets team
Insights
Six key factors driving the cobalt market in 2022
The biggest takeaways from a recent webinar led by Janie Davies between Fastmarkets’ William Adams and Dalila Ouerghi with the CME’s Gregor Spilker on the cobalt market outlook for 2022
January 26, 2022
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By Dalila Ouerghi, William Adams, Janie Davies
Insights
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