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South Korea to reduce dependence on other countries for key materials by 2030
South Korea plans to reduce its reliance on countries such as China when it comes to sourcing materials - including critical minerals such as graphite and rare earths - to avoid potential supply chain disruptions.
December 15, 2023
·
By Nina Hu
Insights
Ionic Rare Earths seeking partners across rare earth supply chain
Australia’s Ionic Rare Earths is seeking investors and offtake partners for its Makuutu heavy rare earth project in Uganda, as well as sources of feedstock for its magnet recycling plant in Northern Ireland, Tim Harrison, the company's chief executive officer, told Fastmarkets in an interview.
December 11, 2023
·
By Sofia Okun
Insights
China’s lithium carbonate prices fall below 100,000 yuan per tonne amid futures volatility
Spot lithium prices in China continued on a precipitous downtrend, with battery-grade lithium carbonate prices trending below 100,000 yuan per tonne over the week to Thursday December 7, following increased volatility in the futures market and muted demand
December 8, 2023
·
By Zihao Li
Insights
FEOC definition leaves most Indonesian nickel outside IRA tax credits | Hotter Commodities
The US Department of Treasury has released its definition of a Foreign Entity of Concern (FEOC) for the purposes of the Inflation Reduction Act (IRA) – and there are big implications for nickel.
December 5, 2023
·
By Andrea Hotter
Insights
Chinese export controls highlight European graphite supply partnership launch
China’s decision to impose export controls on synthetic and natural graphite has heightened the need for a European strategic partnership across the supply chain to develop security for these critical materials, according to the European Carbon and Graphite Association (ECGA)
October 26, 2023
·
By Jon Stibbs
Insights
Graphite escalates the Battery War | Hotter Commodities
China is once again flexing its proverbial muscles, imposing export controls on graphite and giving the Western world a reminder that it remains years ahead for certain aspects of the energy transition
October 24, 2023
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By Andrea Hotter
Insights
China’s September EV market soars on government subsidies; BRM mixed
China’s electric vehicle (EVs) sector received a boost from government subsidies, with output and sales rising considerably year on year in September, according to the China Association of Automobile Manufacturers (CAAM) on Wednesday October 11
October 17, 2023
·
By the Fastmarkets team, Carrie Shi, Sybil Pan, Zihao Li, Yiwen Ju
Insights
Brazil starts to tap its rare earth reserves
A rare earth mining project nearing completion in the midwestern state of Goiás has the potential to kickstart the development of a rare earth industry in Brazil, market participants said
October 16, 2023
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By the Fastmarkets team, Renato Rostás, Caroline Messecar
Insights
How soybean oil cost impacts biofuel production and profit margins
Fastmarkets' forecast of future output and prices
October 4, 2023
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By Joao Morciani
Insights
Lack of investment, diversification biggest challenges for European graphite market
Investment for new projects outside of China and acceptance that synthetic graphite will continue to play a role in supplying the anode battery sector are key for the development of the nascent European graphite market, according to panelists at Fastmarkets’ European Battery Raw Materials conference in Amsterdam
October 2, 2023
·
By Dalila Ouerghi
Insights
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