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Risk outlook for battery raw materials: price dynamics, supply/demand imbalance and demand destruction
Surging prices for battery raw materials including lithium, cobalt, nickel and graphite, and the supply/demand imbalance from the lack of investment extraction and production were key topics from our recent risk outlook webinar
May 10, 2022
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By the Fastmarkets team
Insights
Energy transition at risk due to minerals supply constraints, lack of recycling, Eurometaux report says
Critical shortfalls loom without new primary metals supply and better recycling in the system soon, endangering Europe’s goal of a more autonomous clean energy system, according to a new study commissioned by Eurometaux, the region’s association of metal producers
April 27, 2022
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By Andrea Hotter
Insights
Protracted permitting process at odds with energy transition
Andrea Hotter speaks with the US Secretary of Energy, Jennifer Granholm, about the protracted metals and mining permitting process and its impact on the supply of critical minerals for the energy transition
April 11, 2022
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By Andrea Hotter
Insights
Battery raw materials risk matrix: 10 factors that could put the brakes on electric vehicle growth
Get your copy of the Fastmarkets' BRM risk matrix to understand the ten greatest risks to the battery raw materials market and global EV growth
April 1, 2022
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Insights
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
Non-lithium-ion batteries on course to exceed 10% of energy storage market by 2025
Alternative chemistries to lithium-ion batteries could account for more than 10% of the nascent stationary energy storage market by 2025, according to research group IDTechEx
March 29, 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
Spot prices for lithium hydroxide and carbonate outpace spodumene
Why this key feedstock for the production of lithium chemicals is seeing extremely healthy conversion margins after its 2021 lows
March 2, 2022
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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
Launch of battery metals exchange-traded commodity shows shift in investor focus
New EV product highlights how investor demand is veering toward achieving higher exposure to the physical commodities that are driving the energy transition
February 14, 2022
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By the Fastmarkets team
Insights
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