The US needs well-defined and stable policy around critical minerals, energy transition and trade, while derisking projects and maintaining good relations with other countries to be able to establish sustainable electric vehicle (EV) and energy storage systems (ESS) supply chains in North America, according to industry experts.

'Probably miscalculated’ assumptions at Kakula mine force Ivanhoe to overhaul entire Kamoa-Kakula complex, explains CEO Marna Cloete.

Global mining major Rio Tinto has sharpened its focus on lithium, betting not just on traditional hard rock or brine evaporation but on an emerging technology that could reshape the industry - direct lithium extraction (DLE)

The graphite industry in 2025 faces major challenges, including trade wars, high US tariffs on synthetic graphite and policy changes affecting EV manufacturing and tax credits. Low natural graphite prices, oversupply and slow EV growth make diversifying supply chains essential for market stability.

Analysts suggest that the "One, Big, Beautiful Bill" may impact clean energy and battery manufacturing in the US by altering key incentives from the Inflation Reduction Act (IRA).This may disrupt supply chains, cut investment in renewable energy and raise costs for electric vehicles, home energy products and other clean technologies.

Discover how big oil is fuelling change in the global electric vehicle (EV) market with the latest episode of Fast Forward podcast

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

Cobalt Holdings plans to acquire 6,000 tonnes of cobalt. Following their $230M London Stock Exchange listing, this move secures a key cobalt reserve. With the DRC’s export ban affecting prices, the decision reflects shifting industry dynamics

EVelution Energy is financing $64.8 million in secured subordinated debt under the US' EB-5 Immigrant Investor Program to fund the construction and operations of its cobalt production facility in Yuma County, Arizona, the company said in a press release on Wednesday, April 9.

China is a key leader in lithium-ion battery recycling, implementing new national standards designed to strengthen supply chain security, improve efficiency and address increasing market demand by July 2025.