Making sense of the evolving battery materials market
Access Fastmarkets' checklist for battery materials analysts below
As an analyst, you’re well aware of the importance of reliable data and insights, but every team has its blind spots. This is especially true in such a volatile market. Use our checklist to better understand what you could be missing out on in the rapidly evolving battery materials market. Examine key questions including:
- Do you have visibility over supply and demand forecasts for strategic planning?
- Do you have an outlook on the supply and demand of key materials such as lithium, nickel and cobalt? Do you know how this would affect the prices of battery materials?
- Do you have enough information from across the value chain to be able to provide insights to different stakeholders?
- Do you have transparency over the entire supply chain?
- How granular is your current data?
The possibility that tax credits for electric vehicles (EVs) will be rescinded under the new administration of President-elect Donald Trump has given US sales – and some automotive manufacturers – a long sought-after boost.
China issued its first national standard for black mass material used in lithium-ion battery recycling on the final day of 2024, with market participants expecting that it will provide clearer guidance on importing the material into the powerhouse country, Fastmarkets heard on Friday January 10.
Chinese battery maker Contemporary Amperex Technology Co., Limited (CATL) has been added to the US Department of Defense’s Chinese Military Company (CMC) list.
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