China’s electric vehicle (EV) and battery industry participants expect more uncertainty under a second Donald Trump presidency amid the president-elect’s intention to scale back the Inflation Reduction Act (IRA) and pursue expanded protectionist trade policies, sources told Fastmarkets on Thursday November 7

The market for silicon anodes is likely to develop rapidly, independently of growth in the ex-China graphite supply chain, according to the chief executive officer of a leading silicon anode producer.

Donald Trump’s second term as US president is not likely to have too much of an impact on China’s electric vehicle (EV) and new energy markets, despite broader concerns over potential tariff hikes which might bring challenges to both China and the US, sources told Fastmarkets on Thursday November 7.

Non-Chinese graphite producers were measured in their reaction to Donald Trump’s re-election on Wednesday November 6, predicting an unclear net impact of his potential policies on the build-out of supply chains for the battery raw material outside of China.

A trade group representing the US steel industry and a selection of executives with exposure to the automotive sector have highlighted their needs for the incoming second administration of new president-elect Donald Trump.

Cleveland-Cliffs expects 2025 to be a strong year for the company, citing decreasing interest rates, certainty after the US elections and an increase in manufacturing onshoring, top executives said in the company’s third-quarter earnings call on Tuesday November 5.

Lithium prices have fallen significantly, putting the cost of cells at 7.5% of the price of an EV as of August 2024 (Tesla Model 3 Base, USA), down from 15% in January 2023. Find out how falling raw materials prices are impacting auto OEMs and reshaping global EV pricing strategies

The Vancouver, Canada-based Lithium Americas (LAC) entered into a new $625-million investment agreement with the US automaker General Motors (GM) for establishing a joint venture to fund, develop, construct and operate LAC’s Thacker Pass lithium mine, the company announced on Wednesday October 16.

Northern Graphite and Rain Carbon have partnered to produce natural graphite-based battery anode material (BAM) for lithium-ion batteries for electric vehicles (EVs), with commercial availability expected by 2027, Northern Graphite CEO Hugues Jacquemin told Fastmarkets.

General Motors (GM) plans to reduce the price of electric vehicles (EVs) in the United States by expanding the range of battery chemistries it uses to include lithium-iron phosphate (LFP), its vice president of batteries, Kurt Kelty, told an annual investor’s panel on Tuesday October 8