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The complexities and opacity of global supply chains impact all commodity markets. The drive towards a low-carbon, sustainable future is giving rise to a new generation of markets with vastly different supply chains that pose new challenges and opportunities for all market participants.
We’ve seen not only how labor shortages due to the Covid-19 pandemic have affected the global production and distribution of metals and mining as well as forest products, but also how Russia’s war on Ukraine has vastly altered the movement of grains and oilseeds.
For new generation energy markets, recent policy changes and new regulations on the nearshoring of battery materials are adding a new layer of complexity to this supply chain.
If you’re interested in talking to us about how our insights and intelligence can help you create supply chain efficiency and transparency, get in contact today.
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What could the copper landscape look like in ten years? Freeport’s Kathleen Quirk shares her insights
Northvolt will shift development of its lithium-metal battery technology from California to Northvolt Labs, its research and development campus in Sweden, to consolidate its cell product portfolio, promote cross-innovation and enable cost efficiencies, according to the Swedish battery maker
The UK is to provide funding of £13.5 million ($17.3 million), to support supply chain businesses and workers affected by Tata Steel’s decarbonization plans for its Port Talbot steelworks in south Wales, the British government said on Thursday August 15
Alaska-based Graphite One announced on Monday July 29 that it has entered into a non-binding supply agreement with California-headquartered EV maker Lucid Motors to advance its Graphite One Project mission of planning a complete US domestic supply chain for advanced graphite materials
Discover how geopolitical factors influence the supply chain and the energy transition in our interview with Trafigura CEO, Jeremy Weir
German chemical producer BASF announced on Monday June 24 that it will exit a $2.6 billion investment in a nickel-cobalt refining project in Weda Bay, Indonesia due to significant changes in the nickel market since the inception of the project
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