Supply chains spotlight

How supply chain disruptions and changing trade flows are impacting commodity markets

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.

Read the latest news and analysis on supply chain issues

Delegates at Fastmarkets’ European Battery Raw Materials Conference in Amsterdam, held September 18-20, discussed their expectations and the likely developments in the global battery raw materials markets. Here are five key takeaways

September and October are usually peak demand months for Chinese markets, leading to them being coined “Golden September” and “Silver October”. However, demand may fail to meet traditional expectations in China’s lithium market this year

Demand for neodymium rare earth magnets from the offshore wind power industry is set to soar in the next decade if decarbonization plans are realized

Packaging procurement professionals’ perspectives on supply challenges, creative packaging options, buyer-supplier relationships and more

Brazil-headquartered spodumene producer Sigma Lithium, having recently completed its second successful commercial shipment, has formally become a target for merger and acquisitions, it revealed in a press release published on Wednesday September 13

Guest contributor, Ewa Manthey from ING Research, provides a comprehensive overview of how EV supply chains are being impacted by the surge in demand for battery raw materials

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