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China’s UCO exports to the US boosted, while flow to the EU slows in 2020-2023
Shipments of UCO from China have increased in the past three years to Asia and US, but the trend is moving in the opposite direction in Europe
January 8, 2024
·
By Veronika Prykhodko
Insights
Turning volatility into victory: A toolbox for battery makers
As the electric vehicle (EV) revolution accelerates, battery makers find themselves at the forefront of a burgeoning industry but an industry not without its challenges
December 20, 2023
·
By the Fastmarkets team
Insights
Navigating battery supply challenges and price momentum for the automotive sector
In the ever-expanding world of electric vehicles (EVs), industry players face three key challenges; securing a reliable supply of battery materials, determining the most cost-effective battery chemistry and navigating the impact of current price momentum on profit margins.
December 20, 2023
·
By the Fastmarkets team
Insights
EU anti-dumping probe expected to support TiO2 market
Buyers of titanium dioxide (TiO2) expect the market for China-origin material to strengthen ahead of anticipated anti-dumping measures in Europe, which may impact goods arriving around February or March 2024, Fastmarkets heard
December 18, 2023
·
By Sofia Okun
Insights
Growing LFP adoption drives need for more transparency across chemistry’s supply chain
Lithium iron phosphate (LFP) batteries are expected to take the largest market share in the next 10 years, driving the need for more pricing transparency across the chemistry’s supply chain
December 18, 2023
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By the Fastmarkets team, Zihao Li, Justin Yang
Insights
Ionic Rare Earths seeking partners across rare earth supply chain
Australia’s Ionic Rare Earths is seeking investors and offtake partners for its Makuutu heavy rare earth project in Uganda, as well as sources of feedstock for its magnet recycling plant in Northern Ireland, Tim Harrison, the company's chief executive officer, told Fastmarkets in an interview.
December 11, 2023
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By Sofia Okun
Insights
China’s lithium carbonate prices fall below 100,000 yuan per tonne amid futures volatility
Spot lithium prices in China continued on a precipitous downtrend, with battery-grade lithium carbonate prices trending below 100,000 yuan per tonne over the week to Thursday December 7, following increased volatility in the futures market and muted demand
December 8, 2023
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By Zihao Li
Insights
How much does a Tesla 4680 cell cost?
The Fastmarkets Battery Cost Index provides a monthly modelled-cost tracker for various NCM and LFP cells across different countries
December 5, 2023
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By Muthu Krishna
Insights
China’s lithium prices continue to tumble amid falling futures and muted demand
Spot lithium prices in China further extended losses over the week to Thursday November 30, depressed by continuous weakness in the futures market and tepid spot demand
December 4, 2023
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By Zihao Li
Insights
Industry integration to be the new trend for China graphite firms
Graphite companies in China are integrating their supply chains at home and abroad in response to the evolving market dynamics in the graphite industry, Fastmarkets has learned
November 27, 2023
·
By Sybil Pan
Insights
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