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PGI’s Lobito Corridor rail network to unlock African copper belt: US State Dept exec | Hotter Commodities
Africa’s first transcontinental rail network, known as the Lobito Corridor, which aims to eventually connect almost the entire regional copper-cobalt belt with additional links across sub-Saharan Africa, is on track to break ground early in 2026, a senior official at the US Department of State told Fastmarkets.
January 17, 2025
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By Andrea Hotter
Insights
Underinvestment, volatility and surging demand to bring metal bull cycle
Investment shortfalls, aggravated by recent poor performance in commodities markets, political and economic instability and surging demand, have sown the seeds for the next commodity bull cycle, leading to “metal shocks” in a similar vein to the “oil shocks” of the 1970s, according to economist Philippe Gijsels, chief strategy officer at BNP Paribas Fortis.
January 16, 2025
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By Solomon Cefai
Insights
Three things ferro-alloys traders want in 2025… and three they don’t | 2025 preview
Ferro-alloys market 2025: Trends, rising steel demand, stable policies and key challenges fuelling uncertainty.
January 15, 2025
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By Holly Chant, Jessica Long, the Fastmarkets team
Insights
EV buyers seek to beat possible loss of credits | Hotter Commodities
The possibility that tax credits for electric vehicles (EVs) will be rescinded under the new administration of President-elect Donald Trump has given US sales – and some automotive manufacturers – a long sought-after boost.
January 15, 2025
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By Andrea Hotter
Insights
China’s first national standards for black mass could help open import market, sources say
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.
January 14, 2025
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By the Fastmarkets team
Insights
Battery maker CATL faces potential US investment ban | Hotter Commodities
Chinese battery maker Contemporary Amperex Technology Co., Limited (CATL) has been added to the US Department of Defense’s Chinese Military Company (CMC) list.
January 8, 2025
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By Andrea Hotter
Insights
Policy changes shake up global EV market while China speeds ahead | 2025 preview
Read our outlook on the EV market for 2025, including insights into how increasing production in China will shape the industry.
January 2, 2025
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By Alexandra Chapman
Insights
Battery raw materials outlook 2025: Robust and rebalancing market
Get the key takeaways from our recent webinar on the global outlook for the battery raw materials (BRM) market in 2025.
December 9, 2024
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By the Fastmarkets team
Insights
Europe’s battery supply chain at a crossroads in terms of challenges, opportunities
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.
December 5, 2024
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By Callum Perry, Sahil Shaw, Ewan Thomson, the Fastmarkets team
Insights
The Lithium Triangle: Growing foreign investment in the region
The price of lithium is falling, but some Western companies have recently announced more investments in the Lithium Triangle – a region of South America comprising parts of Argentina, Chile and Bolivia.
November 29, 2024
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By Leticia Simionato
Insights
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