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The drive towards electrification and surge in demand for electric vehicles (EVs) has presented a complex set of challenges for the EV industry. You’ll need Fastmarkets forecasts and insights to help you:
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African material will remain part of the tantalum supply chain regardless of the lithium market, according to Ian Margerison, executive marketing manager at the Tantalum-Niobium International Study Center (TIC).
Sluggish demand for China’s graphite flake fines in both the batteries’ anode and refractories sectors has led to ongoing output cuts among flake miners and processors, which has further tightened the supply of large flake graphite in China, sources told Fastmarkets.
The growth in Chinese shipments of batteries for energy storage systems (ESS) is far outstripping the growth in deliveries of batteries for electric vehicles (EVs), sources told Fastmarkets in the week to Friday November 1.
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