President Trump's recent tariffs, including a 25% levy on imported vehicles, have disrupted the US economy, triggering market turmoil, retaliatory actions and challenges for industries like EVs and battery raw materials. With rising inflation, reduced consumer confidence and a bleak growth outlook, economic pressure continues to mount.

EV advocate Quentin Willson talks myths, market trends and the road ahead

The disconnect between spodumene and lithium salts prices has become a major focus in the global battery raw materials market, as discussed at the 2025 Fastmarkets conference in Shanghai. Factors like new pricing mechanisms, spodumene auctions and shifting supply-demand trends highlight the need for improved risk management tools and price transparency.

The 2025 executive order on U.S. mineral production is a major step toward strengthening domestic supply chains and national security. By boosting domestic mineral production, it aims to reduce reliance on imports and ensure a secure future for critical industries. This order will shape the future of U.S. mining and its role in global markets.

The United States is taking steps to strengthen its critical mineral supply. This move focuses on boosting domestic production, improving supply chains, and addressing regulatory challenges. These efforts aim to enhance economic growth and reinforce national security.

Smackover Lithium has reengaged with the US Department of Energy (DOE) over the permitting and recently approved grant for its South West Arkansas (SWA) project following the change in the country’s administration, a senior executive at one of the lithium joint venture partners said in a recent interview.

Brazilian Nickel plans to use a technology not typically applied to nickel laterite projects, but which it believes is the answer to boosting supply outside of Indonesia, the chief executive officer of the privately owned UK company has told Fastmarkets.

Cobalt market dynamics are intensifying as the DRC's export suspension fuels volatility, raises supply chain concerns, and impacts global pricing and investments

Read Fastmarkets' monthly battery raw materials market update for March 2025, focusing on raw materials including lithium, cobalt, nickel, graphite and more

Significant challenges lie ahead for Europe and its plans to decarbonize transport, industry experts have told Fastmarkets following the European Commission’s recent decision to relax emissions standards for domestic automakers.