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    • Machine, Wheel, Alloy Wheel
      Navigating battery supply challenges and price momentum for the automotive sector
      In the ever-expanding world of electric vehicles (EVs), industry players face three key challenges; securing a reliable supply of battery materials, determining the most cost-effective battery chemistry and navigating the impact of current price momentum on profit margins.
      December 20, 2023
       · 
      By the Fastmarkets team
      Insights
    • Computer Hardware, Electronics, Hardware
      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
    • The top of a batch of batteries
      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
    • electric car model charging
      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
       · 
      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
       · 
      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
       · 
      By Joao Morciani
      Insights
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