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Supply chain localization of the graphite industry is a trend that is expected to continue in 2024 amid ongoing geopolitical tensions and excess capacity in Mainland China, the major holder of the global anode supply. Challenges remain, however, sources told Fastmarkets
South Korean battery maker Samsung SDI’s recent investment in Canada Nickel, despite falling nickel prices, is the latest example of companies forming long-term partnerships to secure electric vehicle supply chain production that qualifies for tax credits under the US Inflation Reduction Act (IRA)
Chinese exports of flake and spherical graphite plummeted in December, after China’s introduction of export controls on certain graphite related products
Chinese automakers, led by Great Wall Motor, are set to expand their dominance in Thailand’s EV market thanks to the newly approved ‘EV 3.5’ subsidy scheme
Fastmarkets looks ahead to 2024 and beyond at some key developments for the battery materials market as the clean energy transition faces a challenging global economic and geopolitical backdrop
Market participants across the lithium value chain have been speculating over the price floor for spodumene, a key feedstock to produce lithium chemicals, amid sustained weakness in prices
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