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Demand dynamics support price premium for alloy-grade cobalt
Availability concerns on certain materials and in specific regions have been supporting the emergence of a premium for alloy-grade cobalt against standard-grade material, compounded by the backdrop of the Russia-Ukraine war and its potential effect on flows of Russian cobalt
March 21, 2022
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By the Fastmarkets team
Insights
Enviva to double pellet production, will rank fourth among US wood users
More pellets will be funneled into sustainable aviation fuel projects and to coal-fired plants
March 15, 2022
·
By William Perritt
Insights
Market imbalances for rare earths persist
Supply challenges persist to meet rising rare earths demand, reports Davide Ghilotti
March 14, 2022
·
By the Fastmarkets team
Insights
Chevron increases renewable fuel market share with REG acquisition
It comes as US oil refiners compete for strategic advantages and limited low carbon feedstock resources
March 3, 2022
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By Robert Lane
Insights
Argentina doubles down on lithium to meet surging global demand
A bullish long-term outlook for lithium has resource-rich Argentina looking to incentivize bringing more projects into the country over the next three years to meet soaring global demand for the battery raw material
March 3, 2022
·
Insights
DRC administration of cobalt-copper mine may spell new trouble for hydroxides
A ruling by a court in the Democratic Republic of Congo (DRC) placing a temporary administrator in charge of China Molybdenum’s cobalt mine in the country could have significant implications for the cobalt hydroxide market, sources have told Fastmarkets
March 3, 2022
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By the Fastmarkets team
Insights
Spot prices for lithium hydroxide and carbonate outpace spodumene
Why this key feedstock for the production of lithium chemicals is seeing extremely healthy conversion margins after its 2021 lows
March 2, 2022
·
Insights
Ukraine invasion compounds sense of tightness in cobalt market
Cobalt market participants have reported that this week’s Russian invasion of Ukraine will compound the tightness in availability of units in the spot market while some opt to steer clear of handling Russian material
February 25, 2022
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By the Fastmarkets team
Insights
Lithium prices rose more than 400% in 2021; supply agreements failed to keep up
Why the most common lithium pricing mechanisms don't serve the strategic aims of the EV market
February 23, 2022
·
Insights
China’s recent electricity control is driven by green energy transition
How provincial government carbon emission KPIs have triggered energy shortages and controls
February 10, 2022
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By Eric Hu
Insights
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