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

Fastmarkets experts share cobalt forecasts, data and interactive price charts to demonstrate the volatile battery materials landscape and make some key predictions about the future of the cobalt market

Chile intends to nationalize its lithium resources, the country’s president, Gabriel Boric, said in a televised address to the country on Friday April 21

Fastmarkets experts share battery demand forecasts, data and charts to demonstrate the ever-changing battery materials landscape and make some key predictions for the future of the green energy transition

The copper market is well-supplied from the perspective of a European custom-smelter, with ample availability of concentrates and recycling inputs, the chief executive officer of Germany’s Aurubis, Roland Harings said to Fastmarkets

The graphite industry is expected to face ongoing challenges due to supply demand imbalances, according to industry experts

Tirupati has added the Suni Resources graphite project in Mozambique to its existing graphite flake and downstream businesses in Mozambique and India, the UK-based company said on Monday April 3

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