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It’s the start of a commodity supercycle, serial entrepreneur Tvede says
Even with prices at all-time highs, there is a very high likelihood for upward momentum to persist over the coming decade, according to serial entrepreneur and venture capitalist Lars Tvede
May 31, 2022
·
By the Fastmarkets team
Insights
Graphite prices show resilience amid growing demand-side concerns
Covid-19 lockdowns in China together with the geopolitical impact of the Ukraine-Russia war continue to dampen demand for EVs battery raw materials such as graphite; logistical issues and high container costs are also creating supply-side concerns
May 30, 2022
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By William Adams, Amy Bennett
Insights
Chinese cobalt sulfate continues to weaken, this time taking cobalt hydroxide with it
Constrained EV demand causes further Chinese cobalt sulfate price weakness, which has started to push hydroxide payables lower, despite additional supply issues affecting exports from southern Africa
May 30, 2022
·
Insights
Energy key to green steel targets: steel leaders
Steel industry leaders in the United States announced at a press conference on Tuesday, May 17, that renewable energy sources hold the key to bringing already-green electric-arc furnaces (EAFs) to carbon neutrality
May 26, 2022
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By Abby Verret
Insights
Will formalizing artisanal mining ensure sustainable cobalt supply from the Democratic Republic of Congo?
DRC minister, Julien Paluku Kahongya, says regulation of artisanal mining is the way forward to ensure sustainable and ethical cobalt production for the battery raw materials market
May 25, 2022
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By the Fastmarkets team
Insights
US imported steel plate consult result
Following a consultation period and market feedback, Fastmarkets will not discontinue its biweekly imported steel plate price assessment.
May 24, 2022
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By Rijuta Dey
Insights
Sustainability is fundamentally reshaping investors’ approach to finance | Hotter on metals
A shift in spending from high- to low-carbon assets as part of the energy transition culture could create the biggest reallocation of capital in history – and is already fundamentally reshaping investors’ approach to financing
May 17, 2022
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By Andrea Hotter
Insights
Investment in battery recycling continues as Hydrovolt begins commercial recycling operations
In the face of a worsening supply deficit for key battery raw materials including lithium and cobalt, battery producers are seeking new ways to secure raw materials for electric vehicle batteries
May 17, 2022
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By Callum Perry
Insights
China’s battery raw materials supply chain struggling to recover from pandemic despite government support
Participants in China's battery raw materials market are still struggling to recover from the latest Covid-19 outbreak in the country and the related lockdown measures imposed to prevent further spread of the virus
May 16, 2022
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By Carrie Shi, Yingchi Yang, Zihao Li
Insights
Direct lithium extraction: Could direct extraction technologies help secure more sustainable lithium?
As the energy transition unfolds, sustainability and security of supply have taken center stage in the lithium mining industry with investors and consumers pressing to meet growing demand in a sustainable manner. Could direct lithium extraction (DLE) be the answer?
May 12, 2022
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By Dalila Ouerghi
Insights
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