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Spot spodumene prices continue uptrend amid lingering supply concerns
Spot prices for spodumene concentrate continued to post sharp gains over the past fortnight due to tight supply combined with continuously improving demand for downstream lithium chemicals amid booming electric vehicle demand worldwide
January 25, 2022
·
By the Fastmarkets team
Insights
Electra signs battery recycling, cobalt sulfate supply deal with Marubeni
Electra Battery Materials Corp has signed a battery recycling and cobalt sulfate supply agreement with Japanese conglomerate Marubeni Corp, the Canada-based company said
January 20, 2022
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By Andrea Hotter
Insights
Graphite anode gaining ground with supply chain shift amid EV demand boost: 2022 preview
The world is going to need more graphite, both in natural and synthetic forms, to meet the demands from the energy transition
January 19, 2022
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By Jon Stibbs, Sybil Pan
Insights
Energy transition business growth comes with reputational risks for traders, PwC says
Trading companies are concerned about the potential risk to their reputation and image while they form their strategies to capitalize on the business opportunities offered by energy transition efforts, according to a new report by PricewaterhouseCoopers (PwC)
January 18, 2022
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By the Fastmarkets team
Insights
Tesla-Syrah graphite deal signals OEMs taking notice of anode supply bottlenecks
Recent supply agreement between Tesla and graphite producer Syrah Resources for graphite anode material signals that original equipment manufacturers (OEMs) are starting to notice the need to secure the supply of materials beyond battery cathode components
January 5, 2022
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By the Fastmarkets team
Insights
IMF report suggests possible 85% shortfall in graphite supply by 2050
A research report by the International Monetary Fund (IMF) has found graphite to be the metal with the largest indicated potential shortage in the energy transition sector, followed by cobalt, vanadium and nickel
December 15, 2021
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By Amy Bennett
Insights
Carmakers focus on securing EV battery cathodes, but graphite anodes also critical
Automotive manufacturers globally have been setting up joint ventures to secure cathode active materials for the batteries they fit into their electric vehicles (EVs), but they have yet to engage with the equally important graphite active anode suppliers
December 8, 2021
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By Amy Bennett
Insights
Energy transition metals price outlook 2022
Covid-19 pandemic was period of high highs, low lows for battery raw materials, copper, aluminium – 2022 looks set to be smoother year for prices, supply, demand
December 1, 2021
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By William Adams, Amy Bennett, Andrew Cole, Boris Mikanikrezai, Yang Cao
Insights
Why the lithium market needs to take a leap of faith on pricing
Fastmarkets index manager Peter Hannah asks the question, “which lithium prices best reflect market condition?” and explores the value of spot price
November 29, 2021
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Insights
Another year of supply deficit to support copper prices in 2022 | LME Week 2021
Fastmarkets analyst Boris Mikanikrezai and reporter Yasemin Esmen size up the copper market ahead of LME Week, which begins Monday October 11
November 29, 2021
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Insights
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