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Redrawing the lithium geopolitical map is harder than it looks | Hotter on metals
Lithium has become one of the world's most coveted commodities in the drive to the energy transition, with governments working to align around its production just as they have traditionally aligned around oil
June 23, 2022
·
By Andrea Hotter
Insights
Argentina sets reference price for lithium exports
Official reference price to bring additional transparency to the local lithium sector
June 9, 2022
·
By the Fastmarkets team
Insights
China’s battery raw materials supply chain struggling to recover from pandemic despite government support
Participants in China's battery raw materials market are still struggling to recover from the latest Covid-19 outbreak in the country and the related lockdown measures imposed to prevent further spread of the virus
May 16, 2022
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By Carrie Shi, Yingchi Yang, Zihao Li
Insights
Direct lithium extraction: Could direct extraction technologies help secure more sustainable lithium?
As the energy transition unfolds, sustainability and security of supply have taken center stage in the lithium mining industry with investors and consumers pressing to meet growing demand in a sustainable manner. Could direct lithium extraction (DLE) be the answer?
May 12, 2022
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By Dalila Ouerghi
Insights
Albemarle increases exposure to variable pricing to boost 2022 sales
United States-based lithium and bromine miner Albemarle has been working for more than a year to increase the proportion of its supply contracts that are linked to variable pricing because it wants to “move with the market”
May 10, 2022
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By Dalila Ouerghi
Insights
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
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