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Rare earths have entered the spotlight with growing demand for renewable energy systems and electric vehicles (EVs). Listen to our recent interview as we take a deeper dive into the rare earths market

Despite this, in their discussion on manganese ore and manganese alloys, experts including Asia Minerals Limited (AML) director Gautam Kumar, Project Blue founder Jack Beddar and WoodMac research director Kevin Fowkes weighed in on the various methods for reducing carbon emissions and the challenges they pose for ferro-alloys producers. “The problem is the most hazardous […]

Multiple drivers are pushing and pulling copper supply and demand. Myra Pinkham reviews their impact and gathers expert opinion on what may happen next in the markets for the red metal

Lithium prices in China rallied further in the week to Thursday August 19, with optimism over demand for lithium iron phosphate (LFP) batteries continuing to boost sentiment.

Chinese government policies are not always written down or announced, and some are announced very late. These unwritten rules are having a major impact on costs along the steel supply chain, with automakers, in particular, feeling the squeeze. Many of these policies have a green tinge, such as the recent ban on Australian coking coal.

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.

The spodumene price skyrocketed in July with tight availability posting challenges to lithium operations in China, while suppliers intended to negotiate the price more frequently in light of the price rally in the downstream chemical market.

Civil unrest, Covid-19 and supply curbs – three factors that could keep cobalt prices high through 2021

Under pressure to meet rapidly growing demand from EVs and energy storage, the transformation of the lithium supply chain is speeding up.