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

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

The lithium industry is facing a supply crunch that could leave gigafactories lacking the batteries they are set up for, according to the chief strategy officer of lithium chemicals producer Livent

The ongoing negotiations between Codelco and Sociedad Quimica y Minera de Chile (SQM) can produce a win-win situation for both parties if some principles are followed

The United States’ Inflation Reduction Act (IRA) and ongoing renewable energy transition could reorientate silicon consumption and production dynamics, emphasizing the demand for high-quality material required for solar panels, computer chips and electric vehicles (EVs)

Australian graphite producer EcoGraf has entered into a non-binding cooperation agreement with POSCO international (Posco) for the development of an integrated anode supply chain which would cover flake graphite mining to downstream anode production

Finland-headquartered Fortum Battery Recycling has signed an agreement with refinery AMG Lithium for the supply of recycled lithium hydroxide, the two companies said on Wednesday May 24

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