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Ex-China rare earths magnet producers move to secure supplies of raw materials
Rare earth permanent magnet producers outside China are securing critical materials through key deals and partnerships. These efforts aim to strengthen the global supply chain amid China’s export controls and rising demand for NdFeB magnets.
August 8, 2025
·
By Solomon Cefai
Insights
How the US-Japan trade deal will impact auto production and steel demand
Discover how the US-Japan trade deal is reshaping the auto and steel industries, with insights on tariffs, production shifts, and market competition
July 28, 2025
·
By Robert England
Insights
The SBQ steel market is shifting: Supply concentration, tariff risk and price clarity
Fastmarkets’ SBQ price assessments and monthly forecast provide much-needed clarity and a benchmark for buyers in the steel industry to use for planning and negotiation.
July 25, 2025
·
Insights
GM and Redwood Materials to build recycled battery ESSs
The Detroit, Michigan-based automotive giant General Motors (GM) and the Carson City, Nevada-based lithium batteries recycler Redwood Materials announced on Wednesday July 16 that they have agreed to build energy storage systems (ESSs) using both new and recycled batteries.
July 24, 2025
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By Yasemin Esmen
Insights
One Big Beautiful Bill expected to drive mostly positive outcomes for critical minerals sector
In a move received with optimism from industry experts, the One Big Beautiful Bill allocates billions in federal funding to bolster the US critical minerals sector through multiple venues, signaling strong government support for domestic production and supply chain resilience. Market participants expect the demand effect from the introduction of timelines on 45X and repealing of 30D credits to be limited.
July 17, 2025
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By Yasemin Esmen
Insights
Finland’s battery supply chain boost: CAM and recycling grants
The government of Finland was ramping-up support for its burgeoning battery materials supply chain through grants for facilities owned by Easpring Finland New Materials and Fortum Battery Recycling, the firms said on Thursday July 10.
July 16, 2025
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By Lee Allen
Insights
DRC cobalt export ban: When will market tightness hit?
In the weeks following confirmation that the cobalt market will face an additional three months of no exports from the Democratic Republic of Congo (DRC), metal prices have consolidated as participants point to the future for bullish sentiment.
July 15, 2025
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By Alexander Cook
Insights
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
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