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    • Machine, Motor, Engine
      Why underinvestment in ex-China anode supply chains could make graphite exception to new FEOC rules
      Insufficient investment in anode supply chains in the West has become one of the key challenges to the implementation of US localization policies for electric vehicle (EV) and battery ecosystems
      April 22, 2024
       · 
      By Georgi Georgiev
      Insights
    • Computer Hardware, Electronics, Hardware
      Four key talking points ahead of Asian BRM conference
      The key discussion topics across the battery raw materials sector ahead of Fastmarkets' Asian Battery Raw Materials conference taking place in Seoul on April 22-23
      April 17, 2024
       · 
      By the Fastmarkets team, Sybil Pan, Carrie Shi, Yiwen Ju, Zihao Li
      Insights
    • Person, Security, Machine
      What we learned from day one of the Alkeemia Battery Forum
      The EU's Critical Raw Materials Act (CRMA) and supply chain localization were hot topics of discussion for presenters at the Alkeemia Battery Forum, which runs April 10-12 in Venice, Italy
      April 12, 2024
       · 
      By Alexander Cook
      Insights
    • Chart, Computer, Electronics
      Natural graphite under pressure from synthetics, amid oversupply, slow trade flows
      Oversupply and increased competition from lower-priced synthetic graphite are likely to continue to put downward pressure on natural flake graphite prices over the next few years, sources in Shanghai told Fastmarkets.
      April 10, 2024
       · 
      By Sybil Pan
      Insights
    • China’s Jan-Feb graphite exports plunge amid export controls
      China’s graphite exports continued to fall in the first two months of 2024 after the implementation of the export controls on certain graphite-related products on December 1, 2023
      March 25, 2024
       · 
      By Sybil Pan
      Insights
    • Machine, Motor, Engine
      Silicon anodes could boost EV affordability but silane gas supply is a concern, said OneD CEO
      Silicon-enhanced anode materials using silane gas could hold the key to price competitiveness for non-Chinese electric vehicles (EVs), according to the chief executive officer of a US-based silicon-boosted anode developer
      March 6, 2024
       · 
      By Solomon Cefai
      Insights
    • The top of a batch of batteries
      US IRA scheme spurs activity on multiple fronts in graphite anode sector
      Graphite companies Nouveau Monde Graphite, Novonix and Westwater have all announced offtake agreements in a developing US anode supply chain to comply with that country’s generous subsidy scheme under the Inflation Reduction Act and to ease the current dependence on China for material, Fastmarkets heard on Thursday February 15
      February 16, 2024
       · 
      By the Fastmarkets team, Dalila Ouerghi, Jon Stibbs
      Insights
    • Graphite anode supply chain localization proceeding but challenges remain
      Supply chain localization of the graphite industry is a trend that is expected to continue in 2024 amid ongoing geopolitical tensions and excess capacity in Mainland China, the major holder of the global anode supply. Challenges remain, however, sources told Fastmarkets
      January 29, 2024
       · 
      By Sybil Pan, Jon Stibbs
      Insights
    • China’s graphite exports plunge in December after introduction of export controls
      Chinese exports of flake and spherical graphite plummeted in December, after China’s introduction of export controls on certain graphite related products
      January 24, 2024
       · 
      By Sybil Pan
      Insights
    • Graphite ore in mine
      China grants graphite export approval to South Korea but concerns remain
      China has approved the export of graphite anode raw materials to South Korean battery material makers after it started regulations on the exports of certain graphite products on December 1, but concerns over exports remain
      January 18, 2024
       · 
      By Sybil Pan
      Insights
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