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As a corporate development leader, you’re well aware of supply chain disruptions and challenges, but every team has its blind spots. This is especially true in such a volatile market. Use our checklist to ensure business success in the rapidly evolving battery materials market. Examine key questions including:
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The economic feasibility of securing supplies of critical raw materials such as gallium and germanium could threaten the “green” transition to the use of electric vehicles, a UK-based industry association, the Critical Minerals International Alliance (CMIA), told Fastmarkets
The supply of battery-grade manganese sulfate will switch from oversupply to deficit by 2028 despite new capacity coming online, especially outside of China, according to Fastmarkets’ most recent forecast ahead of the European Battery Raw Materials Conference in Amsterdam on September 18-20
The combination of slow demand and oversupply has been putting pressure on the price for cobalt, with part of that pressure coming from the changing preference in battery chemistry toward lithium-iron-phosphate (LFP) batteries and away from nickel-cobalt-manganese (NCM) batteries
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