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Cobalt market split over CMOC’s expectation of easing supply pressure
CMOC expects its growth rate of cobalt supply to gradually ease in the second half of 2024, the company said on August 23. Market participants, however, were divided in their response to the announcement, with some expecting the output reduction to alleviate the current imbalance between supply and demand in parts of the market.
September 12, 2024
·
By Sahil Shaw
Insights
Spodumene market rises following GFEX rally on production cut reports
Spodumene prices rose on Wednesday September 11 after reports of a potential production suspension in China’s Jiangxi province drove up lithium carbonate futures prices on China’s Guangzhou Futures Exchange (GFEX).
September 12, 2024
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By Ewan Thomson, Zihao Li
Insights
Battery raw materials market update September 2024
Read Fastmarkets' monthly battery raw materials market update for September 2024, focusing on raw materials including lithium, cobalt, nickel, graphite and more
September 12, 2024
·
By the Fastmarkets team
Insights
Copper demand drivers, supply challenges and market outlook with Kathleen Quirk, Freeport-McMoRan
What could the copper landscape look like in ten years? Freeport's Kathleen Quirk shares her insights
September 9, 2024
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By the Fastmarkets team
Insights
Argentina’s mining renaissance: Key takeaways from our recent copper and lithium market webinar
Get the key takeaways from our recent webinar on Argentina's role in the energy transition as a powerhouse in copper and lithium production.
September 9, 2024
·
By the Fastmarkets team
Insights
Asian black mass purchasing slows in August on sluggish battery metal markets
Nickel and cobalt prices fluctuated through the month, but Fastmarkets’ assessments of battery-grade lithium carbonate spot prices fell for most of August due to poor consumer demand and a severe oversupply of material, sources said. Asia The sharp downtrend in lithium prices observed during the month also led to a decline in the value of […]
September 5, 2024
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By the Fastmarkets team
Insights
Samsung and GM finalize deal for EV batteries amid EV manufacture onshoring effort
While the United States government is incentivizing, through various programs, the onshoring of all steps of the electric vehicle production process in the country, US automakers have been turning to South Korean and Japanese battery producers to establish battery manufacturing joint ventures in the country, sources said
September 5, 2024
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By Yasemin Esmen
Insights
The LME’s block trade plans | Hotter Commodities
The London Metal Exchange has unveiled a series of proposals which, if successful, could accomplish what it failed to achieve close to a decade ago: bringing the investment community into the fold.
September 5, 2024
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By Andrea Hotter
Insights
Key global nickel talking points ahead of the International Critical Minerals & Metals Summit
Market participants are converging on Bali in Indonesia for the Fastmarkets International Critical Minerals & Metals Summit (ICMMS) on September 5 and 6, so ahead of the event, we capture the main themes facing the global nickel market.
September 4, 2024
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By James McKeigue
Insights
Chinese lithium prices fall amid volatility in futures; CJK flat on thin trading
China’s lithium carbonate prices fell in the week to Thursday August 29, amid volatility in futures prices. Hydroxide prices also softened on the back of muted spot demand.
September 2, 2024
·
By Zihao Li
Insights
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