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

UK-based battery recycling firm Altilium has received an investment worth $2.5 million to bolster its development of the UK’s only commercial facility to produce recycled cathode active materials (CAM) from the scrapped batteries of electric vehicles (EVs)

Australia-listed graphite miner Syrah Resources has received approval for a $150-million conditional loan commitment for its wholly owned subsidiary Twigg Exploration & Mining Ltd in Balama, Mozambique, the company announced on Monday September 11

Toronto-based graphite producer NextSource Materials has signed a strategic Memorandum of Understanding (MoU) with South Korean battery precursor materials’ producer Posco International, it announced on Tuesday September 5

From insights into how the battery raw materials supply chain is changing to Albemarle’s bullish view of lithium demand growth, Andrea Hotter speaks at length with Eric Norris about his life, career and where Albemarle is headed next

Provincial authorities in Indonesia’s mining hub of North Maluku province proposed a nickel mining suspension in the region’s Central Halmahera Regency amid environmental concerns

Participants in the nickel market are preparing for a significant ramp-up in demand from regions such as Europe, with demand likely to soar for electric vehicles, which use nickel in their batteries

Understand the price data behind the stories
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