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Western resource nationalism policies signal cobalt investment opportunities
Resource nationalism in Western economies was expected to be a major driver of investment in the cobalt supply chain in the second half of this decade
May 19, 2023
·
By Alexander Cook
Insights
Li-Cycle more than doubles production of black mass in first quarter
Li-Cycle more than doubled its production of black mass in the first quarter of 2023 thanks to its new and upgraded electric vehicle (EV) battery recycling “spokes” in the United States
May 18, 2023
·
By Grace Asenov
Insights
China’s automotive output, sales drop in April on buyer caution
China’s automotive output and sales dropped in April 2023 versus the prior month, with both largely subdued by general caution among consumers that had been fueled by the price wars in the automotive sector during the month
May 18, 2023
·
By the Fastmarkets team, Carrie Shi, Sybil Pan, Ruby Liu, Zihao Li, Zihuan Pan, Yiwen Ju
Insights
Hardwood pulp rally continues in China with further price cuts
Overcapacity in the pulp market continues to drive prices down, with Arauco announcing more price cuts for multiple grades in June
May 17, 2023
·
By Nick Chang
Insights
NCM batteries expected to keep largest EV market share: Cobalt Congress 2023
Cobalt continues to be a key component for electric vehicle (EV) batteries, with nickel cobalt manganese oxide (NCM) remaining the key battery chemistry amid the growing market share of lithium iron phosphate (LFP) batteries
May 17, 2023
·
By Sayaka Kurata
Insights
Metallurgical coal outlook dims even as demand dwindles in India, China
The outlook for prime hard metallurgical coal is dim, even as demand dwindles in key end user markets China and India
May 17, 2023
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By Paul Lim, Olivia Zhang
Insights
Wave Nickel buys Brazil ops to make Ni-Co MHP with microwaves
Luxembourg-headquartered Wave Nickel is investing close to $300 million to make nickel-cobalt mixed hydroxide precipitate (MHP) in Midwestern Brazil with a new proprietary microwave technology, it told Fastmarkets
May 17, 2023
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By Renato Rostás
Insights
China rushing to invest in new copper smelting capacity – but where’s the raw material?
A wave of investment is washing across China for the construction of new copper smelting capacity, intensifying the competition to acquire raw materials to feed the rapidly growing number of furnaces, Fastmarkets heard on Thursday May 11
May 16, 2023
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By Julian Luk, Sally Zhang
Insights
Wood pellet and growth prospects with Enviva CEO Thomas Meth
We interviewed Thomas Meth, president and CEO of leading industrial wood pellet producer Enviva, who discusses the future headwinds and tailwinds facing the wood pellet industry
May 16, 2023
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By William Perritt
Insights
How China’s largest coal-producing province is on its way to becoming a green steel leader
Shanxi, a top coal-producing province in North China which has been struggling with high levels of air pollution – is on its way to becoming a green steel leader in the country following the steps it has taken to prepare for the energy transition and to upgrade its steel industry over the past decade
May 16, 2023
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By the Fastmarkets team, Jessica Zong, Zihuan Pan
Insights
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