ACE Green is revolutionizing the battery recycling industry by focusing on LFP recycling through innovative, modular, and low-capex technology.

Graphite producers in Southeast Africa, including Madagascar, Mozambique and Tanzania, are becoming key players as global demand shifts away from China. Despite challenges like infrastructure and competition, growing demand for large graphite flakes and downstream processing signals a promising future for the region by 2025

The Democratic Republic of Congo (DRC) has moved to impose a suspension on exports of cobalt for four months due to the low-price environment at the start of the year, according to documents seen by Fastmarkets and sources close to the situation.

The publication of Fastmarkets’ Chinese battery-grade lithium carbonate and hydroxide prices for Thursday February 20 was delayed due to a reporter error. Fastmarkets’ pricing database has been updated.

Read Fastmarkets' monthly battery raw materials market update for February 2025, focusing on raw materials including lithium, cobalt, nickel, graphite and more

There’s broad agreement that DeepSeek has upended the artificial intelligence (AI) sector by developing a cutting-edge large language model that uses less computational power, but whether improved AI efficiency cuts demand for copper in the data centers used to power it is a matter of debate.

The lithium market in 2025 is expected to face significant challenges due to production cuts, shifting demand patterns and geopolitical tensions. These factors are poised to reshape the market landscape, impacting supply chains and pricing strategies.

Africa’s first transcontinental rail network, known as the Lobito Corridor, which aims to eventually connect almost the entire regional copper-cobalt belt with additional links across sub-Saharan Africa, is on track to break ground early in 2026, a senior official at the US Department of State told Fastmarkets.

Investment shortfalls, aggravated by recent poor performance in commodities markets, political and economic instability and surging demand, have sown the seeds for the next commodity bull cycle, leading to “metal shocks” in a similar vein to the “oil shocks” of the 1970s, according to economist Philippe Gijsels, chief strategy officer at BNP Paribas Fortis.

Ferro-alloys market 2025: Trends, rising steel demand, stable policies and key challenges fuelling uncertainty.