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The complexities and opacity of global supply chains impact all commodity markets. The drive towards a low-carbon, sustainable future is giving rise to a new generation of markets with vastly different supply chains that pose new challenges and opportunities for all market participants.
We’ve seen not only how labor shortages due to the Covid-19 pandemic have affected the global production and distribution of metals and mining as well as forest products, but also how Russia’s war on Ukraine has vastly altered the movement of grains and oilseeds.
For new generation energy markets, recent policy changes and new regulations on the nearshoring of battery materials are adding a new layer of complexity to this supply chain.
If you’re interested in talking to us about how our insights and intelligence can help you create supply chain efficiency and transparency, get in contact today.
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China’s tightened export controls on gallium and germanium formalize existing restrictions, heightening supply concerns amid ongoing geopolitical tensions.
A second Trump administration would reorient US critical minerals policy to prioritize security over climate concerns, former inaugural US Assistant Secretary of State for Energy Resources Frank Fannon said during a fireside chat at the Resourcing Tomorrow conference in London on Tuesday December 3.
Europe’s hopes of an independent battery supply chain are in jeopardy, some market participants said, after a recent spate of company announcements that were widely regarded as bearish for the burgeoning sector.
Demand for germanium, which is a key material in space-based solar energy applications, is expected by market participants to see growth in the coming years, on the back of the increase in satellite launches and progress made in large-scale satellite internet constellation projects, sources told Fastmarkets.
Wogen Resources has signed a binding offtake agreement with Australian antimony miner Larvotto Resources for the sales rights of the miner’s upcoming antimony-gold concentrate produced during the first seven years of mining, the companies confirmed with Fastmarkets on Monday December 2.
Gallium, germanium and magnesium were listed among the top 10 priority materials that could face significant supply chain disruptions, according to a report published by the British Geological Survey (BGS)-hosted Critical Minerals Intelligence Centre (CMIC) on Thursday November 28.
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