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Robust demand likely to support natural graphite anode supply chain: 2022 preview
Growing new energy vehicle (NEV) take-up is set to boost demand for anode material, which along with China’s decarbonization efforts, a seasonal halt and global logistics interruptions, will support the natural flake graphite market at the start of 2022
January 6, 2022
·
By Jon Stibbs, Sybil Pan
Insights
Tesla-Syrah graphite deal signals OEMs taking notice of anode supply bottlenecks
Recent supply agreement between Tesla and graphite producer Syrah Resources for graphite anode material signals that original equipment manufacturers (OEMs) are starting to notice the need to secure the supply of materials beyond battery cathode components
January 5, 2022
·
By the Fastmarkets team
Insights
IMF report suggests possible 85% shortfall in graphite supply by 2050
A research report by the International Monetary Fund (IMF) has found graphite to be the metal with the largest indicated potential shortage in the energy transition sector, followed by cobalt, vanadium and nickel
December 15, 2021
·
By Amy Bennett
Insights
China’s new energy vehicle sales soar to new heights
Total sales for the year will be above three million units, one million units higher than the market originally expected
December 15, 2021
·
By William Adams
Insights
Carmakers focus on securing EV battery cathodes, but graphite anodes also critical
Automotive manufacturers globally have been setting up joint ventures to secure cathode active materials for the batteries they fit into their electric vehicles (EVs), but they have yet to engage with the equally important graphite active anode suppliers
December 8, 2021
·
By Amy Bennett
Insights
Automotive shift to EVs draws scrutiny on steel supplier sustainability, says Arcelormittal: Exclusive
The automotive industry’s shift to electric vehicles (EVs) has put the sustainability efforts of its suppliers under scrutiny, Jean-Martin Van der Hoeven, chief marketing officer of ArcelorMittal’s global automotive division, told Fastmarkets in an exclusive interview.
December 8, 2021
·
By Carrie Bone
Insights
LITHIUM 2021: Lithium-ion battery will remain top EV solution
The lithium-ion battery will remain the dominant solution for the electric vehicle (EV) market for the foreseeable future, according to market analysts.
September 22, 2021
·
Insights
LITHIUM 2021: EV transition and Li growth ‘real’: panel
The transition to electric vehicles (EVs) is real and here to stay, providing fundamental support to the burgeoning lithium industry, according to panelists speaking at Fastmarkets' Lithium Supply & Markets conference 2021 in Las Vegas on Tuesday September 21.
September 22, 2021
·
Insights
Why there’s still time to avoid a lithium supply crunch
Lithium production must quadruple between 2020 and 2030 to meet growing demand, from 345,000 tonnes in 2020 to 2 million tonnes in 2030. That is the biggest challenge and opportunity facing the lithium industry in the next decade
July 1, 2021
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By William Adams
Insights
FOCUS: Battle begins to recycle millions of EV batteries
Work is under way in Fredrikstad, Norway, to build a plant that will be key to electric vehicle (EV) transportation in Europe.
June 21, 2021
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Insights
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