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Trump re-election signals uncertainties for China’s EV and battery industry amid potential policy shifts and tariffs
China’s electric vehicle (EV) and battery industry participants expect more uncertainty under a second Donald Trump presidency amid the president-elect’s intention to scale back the Inflation Reduction Act (IRA) and pursue expanded protectionist trade policies, sources told Fastmarkets on Thursday November 7
November 19, 2024
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By Dylan Duan, Sybil Pan, Zihao Li, Angeline Shi, Nina Hu, Venus Wang, the Fastmarkets team
Insights
China’s non-grain oriented electrical steel market rise amid India’s anti-dumping investigation
China’s non-grain oriented electrical steel prices rose in the two weeks to Friday October 11, on price hikes by Chinese mills and amid India's anti-dumping probe into Chinese imports, sources said.
October 15, 2024
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By Sam Li Xiaoyu
Insights
China electrical steel poised for green boost, but experts warn against overcapacity
Chinese steelmakers are strengthening their position as global leaders in electrical steel after China's introduction of new motor efficiency standards, but experts have warned that supply may soon outpace demand and that overcapacity in high-end electrical steel products could generate downward pressure on prices.
September 20, 2024
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By Sam Li Xiaoyu
Insights
Powering the energy transition: Supply shortage of electrical steel could crimp energy transition movement
The green revolution is creating a surge in demand for electrical steel, a key component in both electric vehicles (EVs) and new home appliances
August 7, 2024
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By the Fastmarkets team
Insights
Automotive industry experts split over role of e-fuels
The viability of e-fuels as an alternative to electric power is debated due to their high cost and unclear role in decarbonization efforts
May 13, 2024
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By Dalila Ouerghi
Insights
EVs “no longer exempt from vehicle excise duty”, UK Chancellor says in Autumn Budget
Electric vehicles are no longer exempt from tax in the UK as Jeremy Hunt wants to make motoring taxation "fairer"
November 17, 2022
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By Alexandra Chapman
Insights
Grid infrastructure hindering efforts to decarbonize transportation | Hotter on metals
Why the last mile of charging infrastructure is the most challenging
June 17, 2022
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By Andrea Hotter
Insights
E-fuels will play a ‘niche’ role on roads in future: Department for Transport
Will the role of synthetic fuels be limited in the greener road ahead for vehicles in the UK?
March 22, 2022
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By Alexandra Chapman
Insights
Push for hydrogen in transport will involve new set of supply risks: IRENA
John McGarrity outlines the key takeaways from the latest International Renewable Energy Agency (IRENA) report relating to international energy trade
January 17, 2022
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By John McGarrity
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
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