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Confusion persists over requirements of Inflation Reduction Act on battery raw materials
The battery raw materials markets continued to be confused and uncertain because of the requirements about the sourcing of key raw materials set out by the US Inflation Reduction Act (IRA), Fastmarkets heard on Wednesday July 12
July 14, 2023
·
By Callum Perry
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
Core Lithium announces second spodumene shipment as consumers look to diversify sources
Australian lithium miner Core Lithium will export its second shipment of spodumene concentrate to offtake partner Sichuan Yahua on Wednesday this week, it announced on Tuesday July 11
July 13, 2023
·
By Dalila Ouerghi, the Fastmarkets team, Callum Perry
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
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
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By the Fastmarkets team, Jon Stibbs, Sybil Pan
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
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By 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
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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
·
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
·
By Grace Asenov
Insights
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