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New EU battery legislation is ‘not ambitious’ but supports supply chains for all components
Recently approved at the European Parliament, a new legislation that sets rules for batteries used in electric mobility devices is an important policy step to secure supply chains, though not necessarily ground-breaking, according to analysts and market participants
August 1, 2023
·
By Yasemin Esmen
Insights
Spotlight on sulfate: Battery chemistry developments and geographical onshoring to shape manganese sulfate sector
Developments in prevalent battery chemistries and geopolitical moves to onshore key battery raw materials (BRM) supply will likely require significant changes to the manganese sulfate supply chain, Fastmarkets understands
July 28, 2023
·
By Solomon Cefai
Insights
NextSource prepares for new mine’s flake graphite verifications, expects supply tightness of non-Chinese material
NextSource has begun flake graphite production at its Molo mine in Madagascar ahead of a potential bottleneck in natural and synthetic graphite anode material produced outside of China, executive vice president Brent Nykoliation told Fastmarkets
July 26, 2023
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By Jon Stibbs
Insights
Will Europe have enough lithium to meet demand?
Fastmarkets experts use the Fastmarkets NewGen lithium long-term forecast to explore Europe's lithium reserves and look into whether there is adequate lithium supply to meet the soaring demand for sustainable energy solutions
July 25, 2023
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By Jordan Roberts
Insights
Confusion persists over requirements of Inflation Reduction Act on battery raw materials
The battery raw materials markets continued to be confused and uncertain because of the requirements about the sourcing of key raw materials set out by the US Inflation Reduction Act (IRA), Fastmarkets heard on Wednesday July 12
July 14, 2023
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By Callum Perry
Insights
Right-sizing EV battery packs to reduce cost and BRM supply constraints
As the battery materials market continues to experience price volatility, we use the Fastmarkets NewGen Battery Cost Index to explore future cell costs and discover whether smaller battery packs offer a solution to the raw material supply crunch
July 12, 2023
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By Muthu Krishna
Insights
Insights on the US Inflation Reduction Act: Lithium Supply and Battery Raw Materials ’23
Panelists at an industry conference last month shared their opinions on what is known and unknown about the US government’s Inflation Reduction Act (IRA) and its likely consequences for the global battery raw materials supply chain
July 4, 2023
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By Grace Asenov
Insights
Spherical natural graphite prices plunge to 11-year lows on more competition from synthetic graphite
The price for spherical natural graphite in China has fallen to its lowest level in June 2023 since Fastmarkets began tracking it in 2012. The question remains, what is behind this historically low price?
June 20, 2023
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By Georgi Georgiev
Insights
Six key trends in the battery recycling market
As uptake of electric vehicles (EVs) skyrockets, we look at some of the key trends in the lithium battery recycling and black mass markets
June 19, 2023
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By Julia Harty
Insights
US Department of Energy announces new funding for lithium-ion battery recycling
The US Department of Energy announced on Monday June 12 that it was allocating more than $192 million in new funding for recycling batteries from consumer products
June 13, 2023
·
By Yasemin Esmen
Insights
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