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China EV sales overtake traditional autos for first time ever; Southeast Asia continues to push EV developments
Sales of new energy vehicles (NEVs) in China overtook more conventional auto sales for the first time ever in July, accounting for more than half of all units sold during the month, according to the latest data from the China Association of Automobile Manufacturers (CAAM)
August 14, 2024
·
By Nina Hu
Insights
Graphite sector shows mixed reactions to proposed changes to US Section 301 tariffs
The proposed amendments to the Section 301 tariffs applied by the US on imports of materials from China have prompted a flurry of feedback, including some on the timing and levels of proposed tariffs on graphite imports, Fastmarkets heard on Tuesday August 13
August 14, 2024
·
By Solomon Cefai, Julienne Raboca
Insights
Slowing global demand for EVs hits South Korean battery producer revenues
Slowing global demand for electric vehicles (EVs) seriously dented the second-quarter revenues of South Korea's key battery producers, sources told Fastmarkets on Friday August 9
August 12, 2024
·
By Zihao Li
Insights
Tin demand poised for long-term boom despite easing prices
Supply headwinds in the tin market so far in 2024 and the recent sell-off in the futures market show that demand is recovering more slowly than anticipated because of the poor macro-economic climate, but in the long-term, market participants still expect demand to grow due to the energy transition
August 12, 2024
·
By Yiwen Ju
Insights
The rise of the lithium futures market
This paper, originally published in the Bayes Business School's Commodity Insights Digest, explores the performance and trajectory of the lithium futures market, which emerged to manage price volatility in the booming lithium industry
August 9, 2024
·
By Przemek Koralewski
Insights
Critical minerals supply chains: What is the outlook for these raw commodities?
Understanding the greatest risks and the impacts to the supply chains of critical raw materials including battery raw materials, green metals and rare earths
August 8, 2024
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By the Fastmarkets team, Olivier Masson, Julienne Raboca, Alexander Cook
Insights
Powering the energy transition: Supply shortage of electrical steel could crimp energy transition movement
The green revolution is creating a surge in demand for electrical steel, a key component in both electric vehicles (EVs) and new home appliances
August 7, 2024
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By the Fastmarkets team
Insights
Six key trends in the copper market
As copper prices reach record highs and analysts warn of 'unsustainable deficits', we explore the key trends shaping the copper market
August 6, 2024
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By the Fastmarkets team
Insights
Six key trends in the copper market
As copper prices reach record highs and analysts warn of 'unsustainable deficits', we explore the key trends shaping the copper market
August 6, 2024
·
By the Fastmarkets team
Insights
Boric acid price sentiment positive in July amid launch of Fastmarkets’ assessments
Price sentiment in the boric acid market became more bullish ahead of the launch of Fastmarkets’ assessments for these products, participants said
August 5, 2024
·
By Renato Rostás
Insights
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