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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

Brazil-headquartered spodumene producer Sigma Lithium, having recently completed its second successful commercial shipment, has formally become a target for merger and acquisitions, it revealed in a press release published on Wednesday September 13

The use of niobium as an additive in battery manufacturing could expand to provide as much as one-quarter of the revenues at leading global producer Companhia Brasileira de Metalurgia e Mineração (CBMM) by 2030

Guest contributor, Ewa Manthey from ING Research, provides a comprehensive overview of how EV supply chains are being impacted by the surge in demand for battery raw materials