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

China’s automobile output and sales edged upward in 2022 from a year earlier, supported by the government’s policy to halve the purchase tax on vehicles as well as other policies aimed at promoting consumer activity

The EU and US have recently introduced four key policies and laws to support local economies, secure battery material supply chains and accelerate the move towards a new generation of energy markets

An intense interest in lithium battery recycling in the US has grown in the past few years, driven by concerns over supply chains, national security, the environment and a growing interest in electric vehicles (EVs)

Despite high lithium prices and supply chain issues, EV uptake in the UK and demand for lithium-based EV batteries continues to increase

There is strong political will and demand growth supporting Europe’s natural and synthetic graphite supply chains, but gaining permits for new projects will be the biggest stumbling block

Todd Tranausky of FTR Transport Intelligence explains why the supply chain industry will need to prioritize spend and get better at recruitment

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