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West needs clear policies, China cooperation for lithium success
The US and Europe must adopt long-term, consistent policies and should learn lessons from China, according to lithium industry experts speaking at Fastmarkets’ Lithium Supply and Battery Raw Materials Conference in Las Vegas, US, over June 22-25.
July 4, 2025
·
By Fleur Ritzema
Insights
Arkansas lithium producers push forward after royalty approvals
Producers in Arkansas' Smackover Formation are advancing lithium extraction projects following recent regulatory approvals. Supported by oil and gas expertise and state incentives, the region is positioning itself as a key player in the US lithium supply chain.
July 4, 2025
·
By Grace Asenov
Insights
Five takeaways from Fastmarkets’ Lithium Supply and Battery Raw Materials Conference 2025
The 2025 Fastmarkets Lithium Conference in Las Vegas highlighted critical issues shaping the battery supply chain, including lithium oversupply, funding struggles and the need for midstream investment. Discussions also emphasized the importance of interdependence with China and the challenges faced by recyclers amid policy uncertainty and market headwinds.
July 1, 2025
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By Ewan Thomson
Insights
Rio Tinto sharpens focus on direct lithium extraction and Lithium Triangle
Global mining major Rio Tinto has sharpened its focus on lithium, betting not just on traditional hard rock or brine evaporation but on an emerging technology that could reshape the industry - direct lithium extraction (DLE)
June 26, 2025
·
By Viral Shah, Ewan Thomson, the Fastmarkets team
Insights
Black gold and greener energy: A new chapter for ExxonMobil | Fast Forward
Discover how big oil is fuelling change in the global electric vehicle (EV) market with the latest episode of Fast Forward podcast
May 29, 2025
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By the Fastmarkets team
Insights
Battery raw materials market update May 2025
Read Fastmarkets' monthly battery raw materials market update for May 2025, focusing on raw materials including lithium, cobalt, nickel, graphite and more
May 16, 2025
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By the Fastmarkets team
Insights
Clarification of global lithium methodology
To increase transparency, Fastmarkets has further clarified how it handles price movements during periods of low liquidity. Factors that Fastmarkets may consider during times of low liquidity include, but are not limited to: market fundamentals such as changes in inventory levels, shipments, operating rates and export volumes; relative fundamentals of similar commodities in the same […]
May 15, 2025
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By Grace Asenov
Insights
Pause in US-China trade tensions inspires cautious optimism in Chinese non-ferrous metals markets
The US-China trade truce announced on May 12 has brought cautious optimism to China’s non-ferrous metals markets, signaling a possible shift in global trade. Starting May 14, the removal of additional tariffs has impacted sectors like battery raw materials, minor metals and base metals such as zinc and nickel, with mixed reactions. While the improved sentiment has lifted futures prices and trade activity, the long-term effects remain unclear due to challenges like supply-demand pressures and export controls.
May 13, 2025
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By Carrie Shi, Dylan Duan, Sally Zhang, Sybil Pan, Chay Chye Leng, Shiyue Zhao, Zihao Li, Venus Wang, Nico Zhang, Eva Qi
Insights
Proposal to amend holiday pricing schedule for technology, energy metals prices assessed in China
Under the proposal, less-frequent price assessments that fall on Chinese public holidays will be published on the nearest working day. The prices are being skipped according to the currently pricing holiday schedule. Fortnightly and monthly prices that fall on Chinese public holidays will be assessed and published on the closest working day in the same […]
May 9, 2025
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By Sybil Pan
Insights
Correction to rationales for lithium carbonate, lithium hydroxide spot prices CIF CJK on May 2
The rationales have been updated to include the following information: Owing to a UK public holiday on May 5, the Lithium carbonate cif China, Japan & Korea price and Lithium hydroxide cif China, Japan & Korea price will next be published on May 6. This is in accordance with Fastmarkets’ pricing schedule. These prices are part […]
May 2, 2025
·
By Ewan Thomson
Insights
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