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Following the rise in production and adoption of electric vehicles (EVs) globally, the demand for battery materials is soaring. As some supply chains struggle to keep up, market participants are looking for strategic partnerships to create a more secure supply chain. With Fastmarkets forecasts and insights, you’ll get the help you need to:
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Covid-19 lockdowns in China together with the geopolitical impact of the Ukraine-Russia war continue to dampen demand for EVs battery raw materials such as graphite; logistical issues and high container costs are also creating supply-side concerns
Constrained EV demand causes further Chinese cobalt sulfate price weakness, which has started to push hydroxide payables lower, despite additional supply issues affecting exports from southern Africa
What are the greatest risks to the battery raw materials market and supply chain in 2025-2030?
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