Canada will impose 100% tariff on imports of China-made electric vehicles (EVs) starting October 1, Prime Minister Justin Trudeau said on Monday August 26. The country is also imposing a 25% tariff on steel and aluminium imports from China starting October 15.

Concerns over battery security have escalated the debate over nickel cobalt manganese (NCM) and lithium iron phosphate (LFP) battery origins in South Korea following an electric vehicle (EV) fire due to a faulty battery according to sources

Several Chinese lithium producers are considering production cuts or complete suspension to mitigate losses from high costs amid the ongoing lithium price decline and muted demand, sources told Fastmarkets.

Fastmarkets analysts expect aluminium demand from European carmakers to slow this year, as consumer sentiment remains pessimistic and cautious

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)

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

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

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

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

Understanding the greatest risks and the impacts to the supply chains of critical raw materials including battery raw materials, green metals and rare earths