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The drive towards electrification and surge in demand for electric vehicles (EVs) has presented a complex set of challenges for the EV industry. You’ll need Fastmarkets forecasts and insights to help you:
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The DRC cobalt export ban has continued to reduce China’s cobalt intermediate imports in July 2025, driving tighter supply and higher prices. Meanwhile, Chinese cobalt metal exports remained stable despite ongoing market disruptions.
Global lithium-ion battery recyclers are grappling with a severe feedstock shortage, driving up competition for scrap and impacting production capacity. The situation is affecting pricing trends for black mass and battery metals across Europe, Asia and the US.
California-based lithium-sulfur battery-maker start-up Lyten has entered a binding agreement to acquire the remaining Swedish and German assets of failed Swedish battery-maker Northvolt, the US company said late on Thursday August 7.
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