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Lithium carbonate, spodumene prices edge higher on Chinese stimulus measures
Prices for lithium carbonate and spodumene rose at the beginning of October, supported by renewed strength on the Guangzhou Futures Exchange (GFEX) following news of stimulus measures to support China’s economy
October 8, 2024
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By Callum Perry, Yasemin Esmen, Ewan Thomson, the Fastmarkets team
Insights
Critical minerals sector eyes Chinese partnerships to cut costs, boost technology: LME Week
Mining executives are weighing the benefits and challenges of Chinese partnerships while grappling with price slumps and the looming impact of the US Inflation Reduction Act.
October 3, 2024
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By Callum Perry, Julienne Raboca, the Fastmarkets team
Insights
Maricunga lithium partner search is highly competitive, Codelco says: LME Week
The process to pick a partner for Codelco’s lithium properties in the Maricunga salt flat is highly competitive, with a result due at the start of 2025, the company’s chairman told Fastmarkets.
October 3, 2024
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By Andrea Hotter
Insights
EU battles €19 bln battery deficit with 14-nation critical minerals pact
The report details the EU’s efforts to secure critical raw materials through 14 strategic partnerships with non-member countries. These partnerships aim to diversify the EU’s supply chain for materials essential to its clean energy transition and industrial competitiveness. Norway, Australia and Serbia were highlighted as new partnerships established in 2024. According to the report, strategic […]
September 30, 2024
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By Julienne Raboca
Insights
Spodumene futures: frequently asked questions
What is spodumene and how does it fit into the battery raw materials (BRM) value chain? Spodumene is a key feedstock in the production of lithium salts, which are a crucial component in lithium-ion batteries. Because spodumene is a key feedstock, the price can be viewed as an indicator of the overall health of the […]
September 30, 2024
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By the Fastmarkets team
Insights
Cobalt price slips to new low amid persistent oversupply
The price of standard-grade cobalt has fallen to its lowest so far this year in the week ending Friday September 20, on slow demand and continued oversupply.
September 20, 2024
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By Sahil Shaw
Insights
Nth Cycle CEO interview: Commercial operations start in Ohio and modularity a necessity in US critical materials supply chain
Critical metal refiner Nth Cycle became the first company in the US to produce premium nickel-cobalt mixed hydroxide precipitate (MHP) this week, when it began commercial-scale operations on Monday September 9
September 17, 2024
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By Kirstyn Petras
Insights
Policy uncertainty poses short-term risk for US anode sector but long-term outlook remains strong, said Syrah CEO
Delays in US policy support for its domestic anode supply chain have made investment decisions harder, even as expectations for a medium-term supply shortage persist, Shaun Verner, chief executive officer of Australia-listed Syrah Resources, told Fastmarkets in an interview in August
September 16, 2024
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By Solomon Cefai
Insights
Global EV tariffs charge up trade debate
The move to place tariffs on electric vehicles (EVs) imported from China by many countries to varying degrees has resulted in changing trade flows and affected supply chains. Looking at the trade data however, not much has changed yet with EVs still arriving on European shores in volume.
September 13, 2024
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By Alexander Cook, Julienne Raboca, the Fastmarkets team
Insights
Global EV tariff tracker 2024: Exploring import duties and trade policies
Fastmarkets has compiled a unique, comprehensive overview of electric vehicle (EV) import duties across key markets, including policy announcements, illustrating the disparities and shifting approaches.
September 13, 2024
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By Julienne Raboca, Alexander Cook, Georgi Georgiev, the Fastmarkets team
Insights
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