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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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Competition with Asia to bring the battery value chain to Europe intensifies as mining company Finnish Minerals Group and battery cell manufacturer Freyr Battery explore the possibility of producing LFP cathode material
US automotive manufacturer Ford’s announcement that it would invest $3.5 billion to build a lithium iron phosphate (LFP) plant in the US state of Michigan marks the chemistry’s adoption in a nickel cobalt manganese (NCM) dominated market
Junior miner Piedmont Lithium has agreed to provide South Korean cathode maker LG Chem with 200,000 tonnes of spodumene concentrate (SC6%) over a four-year period, it said on Thursday February 16
Battery materials firm Umicore has started the industrialization of its high lithium, manganese (HLM) cathode active material (CAM), it said, and was targeting commercial production and use in electric vehicles in 2026
The Geological Survey of India discovered a new lithium deposit containing 5.9 million tonnes of inferred lithium resources in the country’s Salal-Haimana area of the Reasi District of Jammu and Kashmir, the Indian government said on Thursday February 9
While the energy transition gathers momentum globally, participants active across the battery value chain in Europe are continuing projects at a speedy case
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