Here are the key insights from our conversation with Fastmarkets’ Paul Lusty on the future of the battery raw materials and electric vehicle markets

Interest in recycling battery raw materials in the US has increased, particularly from the electronics and lithium-ion battery sectors, and due in part to the Inflation Reduction Act (IRA), according to New York-based Glencore trader Mary Schilling.

Electric vehicle (EV) battery makers and original equipment manufacturers (OEMs) are willing to pay a premium for Inflation Reduction Act-compliant material, according to a top executive at US-based natural graphite producer and processor Westwater Resources Inc.

During Aemetis’ quarterly earnings presentation, CEO Eric McAfee highlighted the inadequacies of current US tax credits for Sustainable Aviation Fuel (SAF) and emphasized the need to extend Section 40B.

Here are the five things we learned from Helaina Matza on the energy transition policies in the US

Sustainable aviation fuels are seen by many as the answer to reducing carbon emissions. But how can the industry reach the high adoption targets set by policy makers, when supply is still lagging behind demand. In this analyisis, we look at production trends, supply sources and pricing patterns

Read the full transcript from episode one of Fast Forward podcast with Andrea Hotter, where she interviews Helaina Matza, Special Coordinator for Global Infrastructure and Investment at the US Department of State

The EU’s Critical Raw Materials Act (CRMA) and supply chain localization were hot topics of discussion for presenters at the Alkeemia Battery Forum, which runs April 10-12 in Venice, Italy

A decade after the Koniambo nickel joint venture in New Caledonia was inaugurated with great fanfare by the French president, its major industrial partner and operator, Glencore, announced it was putting the asset on care and maintenance and planned to sell its stake.

Alcoa is into the home stretch of its five-year portfolio review, which draws to a close in October, the chief executive officer of the US aluminium producer told Fastmarkets.