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Graphite anode supply chain localization proceeding but challenges remain
Supply chain localization of the graphite industry is a trend that is expected to continue in 2024 amid ongoing geopolitical tensions and excess capacity in Mainland China, the major holder of the global anode supply. Challenges remain, however, sources told Fastmarkets
January 29, 2024
·
By Sybil Pan, Jon Stibbs
Insights
China’s refined nickel export volume soars in 2023
Volume of refined nickel exported by China soared in 2023, official customs data released on Monday January 22 shows, after new entrants in the refining business stepped up their sales efforts in the overseas market
January 26, 2024
·
By Dylan Duan
Insights
Battery materials market facing oversupply and macroeconomic headwinds in 2024 | 2024 preview
Fastmarkets looks ahead to 2024 and beyond at some key developments for the battery materials market as the clean energy transition faces a challenging global economic and geopolitical backdrop
January 22, 2024
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By the Fastmarkets team
Insights
Driving sustainability across the forest products value chain with Terry Webber, AF&PA
An interview with Terry Webber, vice president of industry affairs at AF&PA on product recyclability, forest management and legislation
January 18, 2024
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By the Fastmarkets team
Insights
Could headwinds hinder softwood lumber markets’ return to normalcy? | 2024 preview
Softwood lumber traders worldwide begin 2024 with a glimmer of hope that a post-pandemic new normal might finally emerge after several years of upheaval. Plateauing interest rates and encouraging signs in the U.S. housing market in late 2023 provided a reason for guarded optimism in North America. U.S. and Canadian exports to China increased last […]
January 18, 2024
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By Peter Malliris
Insights
Mercedes-Benz steps up plans for lithium battery recycling with hydromet plant purchase
Major carmaker Mercedes-Benz has deepened its plans to expand operations in Europe’s lithium-ion battery recycling space with the order of a new hydrometallurgical plant to recover battery metals from black mass
January 15, 2024
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By Lee Allen
Insights
Six predictions for the housing and softwood lumber markets | 2024 preview
Another year is behind us, with no shortage of discussion topics when reflecting on the US residential construction and wood products markets in 2023. In many ways, the year played out how our team expected as we laid out in last year’s “Predictions” piece. Here is how our predictions played out throughout 2023: Want to […]
January 12, 2024
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By Dustin Jalbert
Insights
Rare earth magnet production outside Asia gearing up | 2024 preview
Rare earth magnet production looks set to advance in the US and Europe in 2024, with market participants outside of China seeking to secure and onshore the supply chain for magnets
January 10, 2024
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By the Fastmarkets team, Sofia Okun, Solomon Cefai
Insights
Suzano Cerrado project: Cost benchmarking boosts competitivity with costs under $100 p/tonne
Ribas do Rio Pardo, MS, Jan 2, 2024 (PPI Latin America) – Brazilian company Suzano, the world’s largest bleached eucalyptus kraft (BEK) pulp producer, is approaching the final stages of its Cerrado project, a new greenfield mill in Ribas do Rio Pardo city, Mato Grosso do Sul state, designed to produce 2.55 million tonnes per year […]
January 5, 2024
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By Marina Faleiros
Insights
Rare earth magnet market for EVs could be worth $5bn in Europe and US
Rare earth magnets are becoming the lithium and cobalt of electric motors, playing a critical role in delivering power, torque, and efficiency, while production increasingly shifts toward Europe and the US to meet rising EV demand, comply with new sourcing rules, and strengthen supply security.
December 21, 2023
·
By Caroline Messecar
Insights
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