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Ex-China silicon producers to increase output to meet burgeoning battery anode consumption
Silicon production outside China will need to increase significantly if it is to provide sufficient material to produce battery anodes for the energy transition in the rest of the world, sources told Fastmarkets in the week to Tuesday September 26
September 27, 2023
·
By Solomon Cefai
Insights
Five things we learned at the European Battery Raw Materials Conference 2023
Delegates at Fastmarkets’ European Battery Raw Materials Conference in Amsterdam, held September 18-20, discussed their expectations and the likely developments in the global battery raw materials markets. Here are five key takeaways
September 25, 2023
·
By the Fastmarkets team, Lee Allen, Callum Perry, Sayaka Kurata, Solomon Cefai
Insights
China’s lithium prices soften further, dragging down other markets
China’s lithium prices continued to decrease over the week to Thursday September 21 amid ongoing downward pressure from scarce spot demand and bearish sentiment, as well as weakening Chinese futures
September 25, 2023
·
By Dalila Ouerghi, the Fastmarkets team, Zihao Li
Insights
Asia black mass payables under more pressure from thin battery metal margins
Demand for black mass in key Asian import markets has faced further pressure in the past week amid weakening battery metals prices which are leaving consumers of the shredded battery powder with poor margins, sources said
September 22, 2023
·
By Lee Allen
Insights
Golden September, Silver October 2023 unlikely for China’s lithium market?
September and October are usually peak demand months for Chinese markets, leading to them being coined “Golden September” and “Silver October”. However, demand may fail to meet traditional expectations in China’s lithium market this year
September 20, 2023
·
By Zihao Li
Insights
Offshore wind industry in need of rare earth magnets
Demand for neodymium rare earth magnets from the offshore wind power industry is set to soar in the next decade if decarbonization plans are realized
September 19, 2023
·
By Sofia Okun
Insights
Fastmarkets unveils eight new black mass prices
Read more about reinforcing our commitment to creating transparency in the battery raw materials market
September 19, 2023
·
By Yolande Peters
Insights
EnergyX moves closer to commercial lithium production in the Americas
EnergyX expects that its five lithium refinery demonstration plants in North and South America will all be up and running within the next 12 months, bringing the company one step closer to commercialized direct-lithium-extraction (DLE) production, according to chief executive officer Teague Egan. Egan told Fastmarkets that the demonstration plants are being developed in: California’s […]
September 18, 2023
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By Grace Asenov
Insights
Critical materials create huge gap between ideology and reality of switch to EVs, CMIA says
The economic feasibility of securing supplies of critical raw materials such as gallium and germanium could threaten the "green" transition to the use of electric vehicles, a UK-based industry association, the Critical Minerals International Alliance (CMIA), told Fastmarkets
September 15, 2023
·
By Sayaka Kurata
Insights
Manganese sulfate market to switch to deficit by 2028 despite new capacity | European Battery Raw Materials 2023
The supply of battery-grade manganese sulfate will switch from oversupply to deficit by 2028 despite new capacity coming online, especially outside of China, according to Fastmarkets’ most recent forecast ahead of the European Battery Raw Materials Conference in Amsterdam on September 18-20
September 15, 2023
·
By Solomon Cefai
Insights
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