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

“The [Department] has a set of tools through the Inflation Reduction Act [IRA] and the Bipartisan Infrastructure Law,” Annie Sartor, aluminum campaign director at clean industry advocate group Industrious Labs, said. “They are open to talking about what the industry needs. When we said the current investments were not enough, they were open to conversation,” […]

Read the January edition of the pallet price newsletter, with analysis on market movements from cancelled strikes to boosted housing starts.

What are the main challenges on the path to decarbonization and the adoption of sustainable aviation fuels for the aviation industry?

The EU and US have recently introduced four key policies and laws to support local economies, secure battery material supply chains and accelerate the move towards a new generation of energy markets

Rare earth magnet production looks set to advance in the US and Europe in 2024, with market participants outside of China seeking to secure and onshore the supply chain for magnets

European producers of synthetic graphite have welcomed the addition of the material into the European Commission’s Critical Raw Materials Act (CRMA) but they stress more needs to be done for the sector to compete with Chinese imports and meet the act’s goals

Published in a recent Gaftaworld issue, Tim Worledge, editorial director at Fastmarkets Agriculture shares his view on oilseeds and veg oils 2024 demand outlooks

Steel producers reinvesting in coal-based steelmaking are potentially locking in millions of tonnes more carbon dioxide emissions

The latest graphite market analysis from our research team