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

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

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

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?

As uptake of electric vehicles (EVs) skyrockets, we look at some of the key trends in the lithium battery recycling and black mass markets

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

We look at some key predictions for the battery materials market from our recent global outlook webinar. Register to access the webinar recording for free

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