Fastmarkets explores the logistical challenges facing South African ore exports, from the perspective of chrome and manganese markets
Supply challenges persist to meet rising rare earths demand, reports Davide Ghilotti
From January 2023, Fastmarkets proposes to no longer roll over its price assessments for minor metals, ores, alloys or industrial minerals when these are scheduled to be made on days that fall on public holidays in the country in which the price is assessed, or in which a price is based.
Spot prices for spodumene concentrate continued to post sharp gains over the past fortnight due to tight supply combined with continuously improving demand for downstream lithium chemicals amid booming electric vehicle demand worldwide
This will take Northern Graphite from being a junior miner to a producer, although they will enter a relatively tight market
Chinese battery makers are expected to consider increasing the proportion of natural graphite feedstock they use in anode material because of the fast-rising cost profile and availability issues affecting supplies of synthetic graphite
The latest merger of rare earth producers in China shows that balance of power in this critical material sector is nowhere near where western governments would like it to be
Antimony trioxide 99.5% Sb2O3 min, cif US East Coast, $/tonne
Antimony max 100 ppm Bi, in-whs Rotterdam, $/tonne
Andalusite 57% Al2O3 min, cif Europe, €/tonne
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