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China’s graphite electrode prices drop further and spread widens for UHP
China’s export market for graphite electrodes, high power (HP) and ultra-high power (UHP), dropped for a third consecutive fortnight on Wednesday July 5 amid slow demand and due to producers using different raw materials
July 11, 2023
·
By the Fastmarkets team, Jon Stibbs, Sybil Pan
Insights
China plans state reserve tender to increase cobalt stockpile
China’s State Reserve Bureau (SRB) is planning to purchase a large volume of cobalt metal for its stockpile, market participants told Fastmarkets on Wednesday July 5
July 7, 2023
·
By Alexander Cook
Insights
European battery regulations to restrict black mass exports to secure raw materials
Recycling requirements under new European Union battery regulations could see exports of black mass from Europe fall close to zero as soon as 2025, Fastmarkets heard at the E-waste World battery recycling conference in Frankfurt last week
July 6, 2023
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By Ross Yeo
Insights
Battery chain needs lithium carbonate hedging: Lithium Supply and Battery Raw Materials ’23
Market participants in the battery raw materials supply chain will have an increasing need to hedge lithium carbonate to mitigate price risks, and demand for this will soon grow in both Europe and North America
July 5, 2023
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By Grace Asenov
Insights
Insights on the US Inflation Reduction Act: Lithium Supply and Battery Raw Materials ’23
Panelists at an industry conference last month shared their opinions on what is known and unknown about the US government’s Inflation Reduction Act (IRA) and its likely consequences for the global battery raw materials supply chain
July 4, 2023
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By Grace Asenov
Insights
Can China’s cheaper nickel sulfate make its way overseas?
Chinese participants are mulling over nickel sulfate exports into neighboring Japan and South Korea, with the main driver the regional price gap between China and these countries, Fastmarkets heard on Tuesday June 27
June 30, 2023
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By Yiwen Ju
Insights
China’s auto sector recovers in May, but raw materials market mixed
China’s automotive output and sales posted year-on-year growth in May amid measures to promote consumption during the May Day holiday and due to a low base a year earlier, the China Association of Automobile Manufacturers (CAAM) said
June 15, 2023
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By the Fastmarkets team, Carrie Shi, Sybil Pan, Ruby Liu, Zihao Li, Zihuan Pan, Yiwen Ju
Insights
EV withdrawal from RVO package raises hopes for biodiesel lift
The Environmental Protection Agency (EPA) proposes new figures for biofuel allowance
June 14, 2023
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By the Fastmarkets team
Insights
US Department of Energy announces new funding for lithium-ion battery recycling
The US Department of Energy announced on Monday June 12 that it was allocating more than $192 million in new funding for recycling batteries from consumer products
June 13, 2023
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By Yasemin Esmen
Insights
East Asian lithium carbonate prices surge on Chinese strength
East Asian battery-grade lithium carbonate prices surged on Tuesday June 6, spurred on by the ongoing rally in the Chinese domestic market and catching up with battery grade lithium hydroxide prices
June 7, 2023
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By Dalila Ouerghi, the Fastmarkets team, Zihao Li
Insights
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