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Building a sustainable EV and ESS supply chain in North America
The US needs well-defined and stable policy around critical minerals, energy transition and trade, while derisking projects and maintaining good relations with other countries to be able to establish sustainable electric vehicle (EV) and energy storage systems (ESS) supply chains in North America, according to industry experts.
July 4, 2025
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By Yasemin Esmen
Insights
‘Probably miscalculated’ assumptions at Kakula mine force Ivanhoe to overhaul entire Kamoa-Kakula complex: CEO
'Probably miscalculated’ assumptions at Kakula mine force Ivanhoe to overhaul entire Kamoa-Kakula complex, explains CEO Marna Cloete.
June 27, 2025
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By the Fastmarkets team, Julienne Raboca
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
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By Viral Shah, Ewan Thomson, the Fastmarkets team
Insights
Graphite at a crossroads: Trade wars, tax credits and the future of EVs
The graphite industry in 2025 faces major challenges, including trade wars, high US tariffs on synthetic graphite and policy changes affecting EV manufacturing and tax credits. Low natural graphite prices, oversupply and slow EV growth make diversifying supply chains essential for market stability.
June 12, 2025
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By Amy Bennett
Insights
What the ‘One, Big, Beautiful Bill’ means for the IRA
Analysts suggest that the "One, Big, Beautiful Bill" may impact clean energy and battery manufacturing in the US by altering key incentives from the Inflation Reduction Act (IRA).This may disrupt supply chains, cut investment in renewable energy and raise costs for electric vehicles, home energy products and other clean technologies.
June 11, 2025
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By Yasemin Esmen
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
Cobalt market cautious over Glencore-backed Cobalt Holdings plan for 6,000 tonnes purchase
Cobalt Holdings plans to acquire 6,000 tonnes of cobalt. Following their $230M London Stock Exchange listing, this move secures a key cobalt reserve. With the DRC’s export ban affecting prices, the decision reflects shifting industry dynamics
May 13, 2025
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By Sofia Okun, Xiaoying Du
Insights
EVelution funds solar-powered cobalt facility using investor program
EVelution Energy is financing $64.8 million in secured subordinated debt under the US' EB-5 Immigrant Investor Program to fund the construction and operations of its cobalt production facility in Yuma County, Arizona, the company said in a press release on Wednesday, April 9.
April 23, 2025
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By David Bartle
Insights
China’s battery recycling sector retains dominance despite headwinds: Asian BRM & Recycling
China is a key leader in lithium-ion battery recycling, implementing new national standards designed to strengthen supply chain security, improve efficiency and address increasing market demand by July 2025.
April 14, 2025
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By Lee Allen, Tianran Zhao
Insights
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