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Ex-China lithium hydroxide production ramp-ups face delays on weaker demand
Lithium hydroxide production outside China continues to encounter operational hurdles and softer downstream demand, slowing the pace at which new capacity can achieve stable commercial output.
February 26, 2026
·
By Xiaoying Du
Insights
Mariana targets 20% cost cut at US lithium project, CEO says
Mariana Minerals is aiming to reduce US lithium production costs by roughly 20% using software to manage plant operations, the company’s chief executive officer told Fastmarkets.
February 25, 2026
·
By Andrea Hotter
Insights
Market headwinds stall UK lithium development
Imerys has placed its Imerys British Lithium (IBL) project into care and maintenance, suspending active development for the foreseeable future as it reassesses capital allocation and seeks a long-term partner, the company announced on Friday February 20.
February 25, 2026
·
By Xiaoying Du
Insights
Copper’s new fundamental: How fear is shaping the market
Discover how fear, deglobalization and AI are transforming the copper market. Insights from the Fast Forward podcast's interview with David Lilley of Drakewood Capital.
February 24, 2026
·
Insights
From Kinshasa to Kansas: US lays out its plan to reshape cobalt supply chains
When President Trump took office for a second time just over a year ago, he immediately sought to tear up the Inflation Reduction Act (IRA), a key piece of Joe Biden’s legacy. But plans announced earlier this week, ending on Friday February 6, have reshaped the future for cobalt and critical minerals.
February 11, 2026
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By Alexander Cook
Insights
India’s battery supply chain: Building a sustainable future
The build-out of the Indian battery and critical mineral supply chain requires an integrated approach in terms of government policy, investment and subsidies and technology, market participants said during the inaugural Fastmarkets India Battery & Critical Minerals conference in New Delhi, India, over February 2-3.
February 11, 2026
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By Viral Shah
Insights
What does Malaysia’s complete ban on e-waste imports mean for battery, aluminium, copper recyclers?
Malaysia implemented an absolute ban on imports of electronic waste (e-waste) to take immediate effect on Wednesday February 4, in an attempt to tighten environmental controls and curb illegal shipments, Fastmarkets understands.
February 11, 2026
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By Tianran Zhao, Carman Chew
Insights
Extension of the consultation period for CJK lithium methodology
Fastmarkets is extending the consultation period for the methodology of MB-LI-0033 lithium hydroxide, battery grade, spot price cif China, Japan & Korea price and MB-LI-0029 lithium carbonate, battery grade, spot prices cif China, Japan & Korea price.
January 30, 2026
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By Fastmarkets pricing team
Insights
AI data centers, rising metals costs and the changing economics of battery storage
Learn about the recent trends in AI metals costs and their effect on lithium, copper and aluminium prices for energy storage.
January 29, 2026
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By Ewan Thomson
Insights
Lilac Solutions, Traxys target build out of US domestic lithium supply chain: interview
Learn about the partnership between Lilac Solutions and Traxys in building a robust lithium supply chain in the US.
January 29, 2026
·
By Viral Shah
Insights
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