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How much does a Tesla 4680 cell cost?
The Fastmarkets Battery Cost Index provides a monthly modelled-cost tracker for various NCM and LFP cells across different countries
December 5, 2023
·
By Muthu Krishna
Insights
UAE set for further jump in steel scrap intake with AGSI capacity boost
The consumption of steel scrap in the United Arab Emirates (UAE) was expected to rise sharply in the coming years amid expansions in steelmaker capacities to feed greater steel demand
December 5, 2023
·
By Lee Allen
Insights
Freight rates rise sharply on strong demand, tightening tonnage
Strong export activities contribute to spike
December 5, 2023
·
By Eoin Hughes
Insights
FEOC definition leaves most Indonesian nickel outside IRA tax credits | Hotter Commodities
The US Department of Treasury has released its definition of a Foreign Entity of Concern (FEOC) for the purposes of the Inflation Reduction Act (IRA) – and there are big implications for nickel.
December 5, 2023
·
By Andrea Hotter
Insights
Black mass supply outweighs demand in challenging market for sellers
Black mass payables dropped during the week to Wednesday November 29 with insufficient demand for the shredded, sorted lithium-ion battery packs in key buying markets restricting trade.
December 4, 2023
·
By Lee Allen
Insights
China’s lithium prices continue to tumble amid falling futures and muted demand
Spot lithium prices in China further extended losses over the week to Thursday November 30, depressed by continuous weakness in the futures market and tepid spot demand
December 4, 2023
·
By Zihao Li
Insights
Low-nickel NCM batteries back in favor to reduce cathode producer costs and encourage end-user demand
Some cathode makers have been switching back to lower-nickel cobalt manganese (NCM) from high-nickel NCM cathodes to reduce costs and encourage consumers amid slowing demand for electric vehicles (EVs), Fastmarkets understands
December 4, 2023
·
By the Fastmarkets team, Yiwen Ju, Zihao Li
Insights
‘No way around’ price premium for non-Chinese rare earth products: Less Common Metals chairman
Consumers of non-Chinese, ESG-compliant rare earths products will need to pay a premium over prices for Chinese material and there is “no way around” it, Grant Smith, chairman of Less Common Metals (LCM), said at the Critical Minerals Association & Geological Society Business Forum in London on Monday November 27
December 4, 2023
·
By Solomon Cefai
Insights
Aluminium industry must invest in three key areas to hit net zero: WEF report
Find out how days before the 2023 United Nations Climate Change Conference (COP28) in Dubai, the World Economic Forum (WEF) outlined three key areas of investment for the global aluminium industry to reach net zero by 2050 – clean energy, emerging technologies and decarbonization infrastructure – but it will require hundreds of billions of dollars
December 1, 2023
·
By Yasemin Esmen
Insights
Brazilian Q1 2024 DR-BF pellet premium spread widens amid weaker EU demand
Price differentials between Brazilian direct-reduced (DR) iron ore pellets and blast furnace (BF) pellets for the first quarter of 2024 are showing signs of widening amid weaker demand for BF pellets in Europe, sources told Fastmarkets Thursday November 30
December 1, 2023
·
By the Fastmarkets team, Marina Shulga, Norman Fong
Insights
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