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Harnessing a variety of data in periods of low liquidity: the evolution of lithium spot pricing
The global lithium market has experienced seismic shifts in recent years regarding market size, structure and particularly regarding pricing mechanisms
May 30, 2024
·
By Callum Perry
Insights
Graphite buyers are willing to pay IRA premium
Electric vehicle (EV) battery makers and original equipment manufacturers (OEMs) are willing to pay a premium for Inflation Reduction Act-compliant material, according to a top executive at US-based natural graphite producer and processor Westwater Resources Inc
May 29, 2024
·
By Grace Asenov
Insights
Rabobank highlights ‘global’ SAF upside for Australia’s agriculture sector
Learn more about how SAF can generate more demand for agricultural products and economic benefits for farmers in the short-term
May 29, 2024
·
By Timothy Worledge
Insights
US to end tariff exemption on Chinese graphite anodes
The United States Trade Representative's (USTR) office announced a further extension of all China Section 301 tariff exclusions on 352 Chinese import and 77 pandemic-related categories through June 14, after which, the tariff exclusion for China’s graphite anodes will not be extended, the USTR announced on Friday May 24
May 28, 2024
·
By Sybil Pan
Insights
South Korea building national lithium reserves
The South Korea government has started to build up a national stockpile of lithium reserves through the state-owned Korea Mine Rehabilitation & Mineral Resources Corp (KOMIR), Fastmarkets was told on Tuesday May 21
May 22, 2024
·
By Zihao Li
Insights
Rising futures prices drive Chinese battery makers to increase nickel output amid EV slowdown
A host of Chinese battery manufacturers have been increasing their production of electrolytic nickel to reap gains from strong futures prices because the growth in downstream demand for electric vehicles (EVs) is slowing, Fastmarkets heard on Tuesday May 21
May 22, 2024
·
By Yiwen Ju
Insights
Current US SAF tax credits do not incentivize production, says Aemetis CEO
During Aemetis' quarterly earnings presentation, CEO Eric McAfee highlighted the inadequacies of current US tax credits for Sustainable Aviation Fuel (SAF) and emphasized the need to extend Section 40B.
May 14, 2024
·
By Wendy Dulaney
Insights
Automotive industry experts split over role of e-fuels
The viability of e-fuels as an alternative to electric power is debated due to their high cost and unclear role in decarbonization efforts
May 13, 2024
·
By Dalila Ouerghi
Insights
CRMA benchmarks ‘not realistic’ without financing support: Mures Magnesium
The benchmarks set out by the European Union’s Critical Raw Materials Act (CRMA) are “not realistic” without a financial support mechanism, according to the director of a planned facility to reintroduce magnesium production to Europe
May 7, 2024
·
By Solomon Cefai
Insights
Why have rare earth prices fallen?
Caroline Messecar, strategic markets editor for Fastmarkets, explores the world of rare earth prices in her opinion piece for ‘The Crucible’ titled ‘Why have rare earth prices fallen?’
May 2, 2024
·
By Caroline Messecar
Insights
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