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Battery raw materials market update March 2025
Read Fastmarkets' monthly battery raw materials market update for March 2025, focusing on raw materials including lithium, cobalt, nickel, graphite and more
March 14, 2025
·
By the Fastmarkets team
Insights
Uncertainty surrounding US, Russia and Ukraine relations
The US-Ukraine mineral partnership deal has stalled due to security concerns, leaving future negotiations uncertain despite Ukraine's critical role in global mineral supplies. Meanwhile, President Trump has imposed tariffs on Canada, Mexico, and China and launched a copper import investigation to address national security risks and reduce reliance on foreign resources.
March 6, 2025
·
By Amy Bennett
Insights
War, uncertainty fuel rising demand for defense-critical metals: Part 2
In the second of a two-part series, Fastmarkets digs into the impact of global conflict on critical material supply chains.
March 6, 2025
·
By Claire Patel-Campbell, Solomon Cefai, Jessica Long, Julienne Raboca
Insights
Proposal to amend specification of graphite spherical assessment
Following an initial consultation with the market, and a review of typical data sets that are collected over the recent months, Fastmarkets proposes to include a wider range in the specification to better reflect evolving market dynamics. The proposed new specifications are listed below, with the proposed amendment in italics: MB-GRA-0036 graphite spherical 99.95%, 15-17 microns, […]
March 5, 2025
·
By Venus Wang
Insights
African graphite supply in 2025: Market shifts, challenges and strategic importance
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
February 27, 2025
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By Solomon Cefai, Venus Wang, the Fastmarkets team
Insights
War and uncertainty drive surging demand for defense-critical metals: Part 1
Three years of war have reshaped the critical metals markets. In the first of a two-part report, we look at how overlapping conflicts have reverberated through supply chains critical to defense and civilian industries.
February 26, 2025
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By Paul Lim, Claire Patel-Campbell, Solomon Cefai, Jessica Long, Julienne Raboca, the Fastmarkets team
Insights
Battery raw materials market update February 2025
Read Fastmarkets' monthly battery raw materials market update for February 2025, focusing on raw materials including lithium, cobalt, nickel, graphite and more
February 14, 2025
·
By the Fastmarkets team
Insights
Battery raw materials outlook 2025: Robust and rebalancing market
Get the key takeaways from our recent webinar on the global outlook for the battery raw materials (BRM) market in 2025.
December 9, 2024
·
By the Fastmarkets team
Insights
US EV makers increasingly partner with upstream producers to secure battery supply: Novonix CEO
Electric vehicle (EV) manufacturers have been reaching upstream to producers, beyond their agreements with their battery manufacturing partners, to secure North American supply for their production, battery materials and technology company Novonix’s chief executive officer Chris Burns told Fastmarkets
November 22, 2024
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By Yasemin Esmen
Insights
Silicon anode development promising despite turbulent ex-China graphite progress, Group14 CEO says
The market for silicon anodes is likely to develop rapidly, independently of growth in the ex-China graphite supply chain, according to the chief executive officer of a leading silicon anode producer.
November 19, 2024
·
By Solomon Cefai
Insights
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