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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
·
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
·
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
Strong growth for cobalt, but some headwinds too | LME Week 2021
Fastmarkets analyst William Adams and reporter Alexander Cook size up the cobalt market ahead of LME Week, which begins Monday October 11
November 29, 2021
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By William Adams
Insights
OUTLOOK: Securing lithium biggest challenge to battery supply chain in H2 2021
Battery supply chain participants have prioritized securing lithium in the second half of 2021, but nickel has also been a headache for sourcing directors, who are less concerned about cobalt supplies, a Fastmarkets survey has found.
August 12, 2021
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By Carrie Shi
Insights
Cobalt faces triple threat in southern Africa
Civil unrest, Covid-19 and supply curbs – three factors that could keep cobalt prices high through 2021
July 27, 2021
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Insights
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