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NextSource prepares for new mine’s flake graphite verifications, expects supply tightness of non-Chinese material
NextSource has begun flake graphite production at its Molo mine in Madagascar ahead of a potential bottleneck in natural and synthetic graphite anode material produced outside of China, executive vice president Brent Nykoliation told Fastmarkets
July 26, 2023
·
By Jon Stibbs
Insights
Spotlight on sulfate: More focus on manganese sulfate pricing on battery sector growth
Much of the focus in the manganese sulfate market is now on the development of a supply chain outside of China, Fastmarkets understands
July 26, 2023
·
By Callum Perry
Insights
Will Europe have enough lithium to meet demand?
Fastmarkets experts use the Fastmarkets NewGen lithium long-term forecast to explore Europe's lithium reserves and look into whether there is adequate lithium supply to meet the soaring demand for sustainable energy solutions
July 25, 2023
·
By Jordan Roberts
Insights
China’s anode market tilts toward synthetic graphite amid supply shake-up
The anode market has increasingly shifted focus to synthetic graphite from natural material in response to increased capacity and changing feedstock in China, which dominates the global market. And in response Fastmarkets will start to price assess petroleum needle coke and green petroleum coke on an ex-works China basis
July 24, 2023
·
By the Fastmarkets team, Jon Stibbs, Sybil Pan
Insights
Tata Group’s UK gigafactory to produce cobalt and lithium-based batteries
Tata Group announced this week that it is to invest £4 billion ($5.2 billion) in a 40GW battery cell 'gigafactory' in the UK - producing both lithium and cobalt-based batteries for car manufacturers in the UK and across Europe
July 20, 2023
·
By Sayaka Kurata
Insights
LFP batteries extend dominance over NCM batteries in China
China’s preference for lithium iron phosphate (LFP) batteries continued to grow in June, with the country’s output of such batteries rising by 11.64% month on month to 42.2 gigawatt hours (GWh), according to data from China Automotive Battery Innovation Alliance (CABIA)
July 19, 2023
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By the Fastmarkets team, Sybil Pan, Zihao Li, Yiwen Ju
Insights
China’s auto sales rise for second month in June amid broad economic recovery
China’s auto output and sales rose for a second straight month in June, due to central and local government stimulus measures, along with carmakers introducing new models and sales incentives to try and hit their mid-year sales targets
July 18, 2023
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By the Fastmarkets team, Carrie Shi, Sybil Pan, Ruby Liu, Zihao Li, Zihuan Pan, Yiwen Ju
Insights
EU strengthens battery recycling targets after government heads approve battery regulation
More stringent targets for the recycling of batteries are about to enter into force in the European Union (EU) after heads of government who met at the Council of the EU moved to rubber-stamp the bloc’s battery regulation this week
July 13, 2023
·
By Lee Allen
Insights
Right-sizing EV battery packs to reduce cost and BRM supply constraints
As the battery materials market continues to experience price volatility, we use the Fastmarkets NewGen Battery Cost Index to explore future cell costs and discover whether smaller battery packs offer a solution to the raw material supply crunch
July 12, 2023
·
By Muthu Krishna
Insights
Yunnan Shanshan fires up new graphite anode project amid challenging market conditions
Yunnan Shanshan, a subsidiary of major graphite anode producer Shanshan Technology, started production at its new manufacturing base in China’s Yunnan province on Friday June 30
July 7, 2023
·
By Sybil Pan
Insights
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