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Golden September, Silver October 2023 unlikely for China’s lithium market?
September and October are usually peak demand months for Chinese markets, leading to them being coined “Golden September” and “Silver October”. However, demand may fail to meet traditional expectations in China’s lithium market this year
September 20, 2023
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By Zihao Li
Insights
EnergyX moves closer to commercial lithium production in the Americas
EnergyX expects that its five lithium refinery demonstration plants in North and South America will all be up and running within the next 12 months, bringing the company one step closer to commercialized direct-lithium-extraction (DLE) production, according to chief executive officer Teague Egan. Egan told Fastmarkets that the demonstration plants are being developed in: California’s […]
September 18, 2023
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By Grace Asenov
Insights
Brazil’s Sigma Lithium looking at M&A proposals after first shipments
Brazil-headquartered spodumene producer Sigma Lithium, having recently completed its second successful commercial shipment, has formally become a target for merger and acquisitions, it revealed in a press release published on Wednesday September 13
September 14, 2023
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By Renato Rostás
Insights
Brazil’s CBMM expects niobium for batteries to make 25% of revenues by 2030
The use of niobium as an additive in battery manufacturing could expand to provide as much as one-quarter of the revenues at leading global producer Companhia Brasileira de Metalurgia e Mineração (CBMM) by 2030
September 13, 2023
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By Renato Rostás
Insights
Global electric vehicle supply chains struggle to keep up as demand continues to surge
Guest contributor, Ewa Manthey from ING Research, provides a comprehensive overview of how EV supply chains are being impacted by the surge in demand for battery raw materials
September 13, 2023
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Insights
Inflation Reduction Act has derisked battery supply chain, says Albemarle’s president of energy storage, Eric Norris | Hotter Commodities
From insights into how the battery raw materials supply chain is changing to Albemarle's bullish view of lithium demand growth, Andrea Hotter speaks at length with Eric Norris about his life, career and where Albemarle is headed next
September 11, 2023
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By Andrea Hotter
Insights
Albemarle plans to acquire Australian lithium miner Liontown
United States-based lithium producer Albemarle has submitted a non-binding proposal to acquire all outstanding shares of Australian lithium miner Liontown for A$3.00 ($1.92) in cash per share, the former said last Sunday September 3
September 6, 2023
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By Zihao Li
Insights
Asian black mass buyers keep out of market amid weak lithium prices, high stocks
Black mass purchases in East and Southeast Asian markets have been hampered by lower battery raw materials metals prices and elevated inventory levels over the last week, according to sources
August 25, 2023
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By Lee Allen
Insights
Argentina wary of neighbors’ lithium regulations affecting bid to supply world demand
Argentina wants to be a key supplier of lithium to meet the world’s rapidly growing demand for energy transition, but talks of potential changes to regulations and a lack of trade deals with the US and the EU have caused concern among market participants in the country, Fastmarkets has learned
August 21, 2023
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By Renato Rostás
Insights
One year later, three takeaways on the Inflation Reduction Act
On the one-year anniversary of the Inflation Reduction Act (IRA) – which was signed into law on August 16, 2022 – Fastmarkets has highlighted three takeaways from the landmark legislation and its impact on battery raw materials
August 18, 2023
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By Grace Asenov
Insights
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