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Synthetic versus natural graphite debate rages on: 2023 preview
The graphite anode industry is becoming more competitive due to evolving market dynamics and falling costs for synthetic anode, against the backdrop of weaker demand, while there is increasing localization of natural graphite
January 17, 2023
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By the Fastmarkets team, Jon Stibbs, Sybil Pan
Insights
Nouveau Monde Graphite ramps up potential capacity with report on new Canadian project
The Uatnan project in eastern Canada, run by Nouveau Monde Graphite (NMG), will yield 500,000 tonnes per year of graphite concentrate, according to a preliminary economic assessment, the company announced on Tuesday January 10
January 13, 2023
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By Jon Stibbs
Insights
Slowdown in China EV sales expected as subsidies end
A notable impact to global electric vehicle (EV) sales in 2023, and EV battery demand as a result, will be the alteration of China’s EV subsidies this year
January 12, 2023
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By Phoebe O'Hara
Insights
US and EU policies spark battery materials and EV market volatility
The EU and US have recently introduced four key policies and laws to support local economies, secure battery material supply chains and accelerate the move towards a new generation of energy markets
January 10, 2023
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By the Fastmarkets team, Iveta Zagorova
Insights
Cobalt ends year on volatile note; some long-term negotiations drag on: 2023 preview
Volatility was one of the main themes for cobalt prices in 2022 and market participants will take a wait-and-see approach toward long-term supply contracts in the coming year
January 6, 2023
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By the Fastmarkets team, Justin Yang, Alexander Cook
Insights
Piedmont Lithium moves to floating price deal with Tesla
US-based junior miner Piedmont Lithium has updated its supply agreement with electric vehicles (EV) maker Tesla to a floating price mechanism instead of the previous fixed-price contract, it said on Tuesday January 3
January 5, 2023
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By Dalila Ouerghi
Insights
China’s removal of cobalt tariff from 2023 unlikely to affect market amid thin domestic demand
China has decided to remove its import tariff on cobalt metal (Harmonized System code 81052020), a move which is not expected to largely impact the domestic market due to weak demand for the metal, sources told Fastmarkets
January 5, 2023
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By Zihao Li
Insights
US dives into lithium battery recycling: 2023 preview
An intense interest in lithium battery recycling in the US has grown in the past few years, driven by concerns over supply chains, national security, the environment and a growing interest in electric vehicles (EVs)
January 4, 2023
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By Yasemin Esmen
Insights
Nickel metal still has key role to play in 2023 battery grade market: 2023 preview
With global lithium-ion battery production forecast to grow significantly in the coming years, market participants in the global nickel industry are working on the most efficient way to produce nickel sulfate for lithium-ion battery cathodes
December 23, 2022
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By Callum Perry
Insights
Weak Chinese lithium market depresses Pilbara Minerals’ latest spodumene auction
Australian lithium miner Pilbara Minerals’ latest spodumene concentrate auction held via the company’s Battery Material Exchange (BMX) platform on Wednesday December 14 resulted in a lower top bid than the high bid at its previous auction
December 16, 2022
·
By Zihao Li
Insights
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