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Battery metals in China benefit from early restocking, but ‘recovery may not last’
A wave of restocking throughout the first quarter of 2024 provided some relief in the ternary battery raw materials market in China, stopping the declines in prices for various products that had been seen late last year
May 8, 2024
·
By Yiwen Ju
Insights
How the US is navigating critical mineral challenges in the global energy transition
Here are the five things we learned from Helaina Matza on the energy transition policies in the US
May 8, 2024
·
By the Fastmarkets team
Insights
Mexican tariffs said to already be affecting aluminium supply chain and premiums
The new tariffs on aluminium imports imposed by Mexico are affecting the light metal's supply chain, trade flows and premiums, sources told Fastmarkets during the week to Friday May 3.
May 7, 2024
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By Renato Rostás, Imogen Dudman, Leticia Simionato
Insights
CRMA benchmarks ‘not realistic’ without financing support: Mures Magnesium
The benchmarks set out by the European Union’s Critical Raw Materials Act (CRMA) are “not realistic” without a financial support mechanism, according to the director of a planned facility to reintroduce magnesium production to Europe
May 7, 2024
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By Solomon Cefai
Insights
EMR to build major UK plant for production of recycled battery raw materials
Major recycling firm EMR is planning to establish a lithium-ion battery shredding and recycled battery raw materials extraction plant in Birmingham, the UK, the company said this week
May 3, 2024
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By Lee Allen
Insights
Copper concentrate benchmark structure at risk in current market
The influential annual treatment and refining charge (TC/RC) benchmark that sets the price that smelters charge miners to process their copper concentrate could be at risk, according to multiple market sources, although most believe the system, or elements of it, will remain
May 3, 2024
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By Albert MacKenzie
Insights
Why have rare earth prices fallen?
Caroline Messecar, strategic markets editor for Fastmarkets, explores the world of rare earth prices in her opinion piece for ‘The Crucible’ titled ‘Why have rare earth prices fallen?’
May 2, 2024
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By Caroline Messecar
Insights
Black mass payables continue uptrend into April 2024 amid stronger Asian demand
Payables for black mass continued rising in major Asian import markets during April 2024, thereby also pushing up values in key supplier regions such as Europe and North America, according to market sources
May 2, 2024
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By Lee Allen
Insights
Four key takeaways from Fastmarkets’ Asian Battery Raw Materials Conference 2024
Industry participants across the global battery raw materials markets gathered for Fastmarkets’ Asian Battery Raw Materials Conference in Seoul, South Korea, on April 22-23. Fastmarkets outlines four of the biggest talking points for lithium, nickel, cobalt and graphite
May 1, 2024
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By Sybil Pan, Carrie Shi, Yiwen Ju, Zihao Li
Insights
Discovering a reflective spot market price for spodumene
Spodumene has come increasingly into focus in recent months following increases in auction activity and broader supply chain interest, as well as volatility in the underlying prices
May 1, 2024
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By Callum Perry
Insights
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