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Price rises were underpinned by higher-than-expected steel production, requiring additional graphite for the industrial process. Prices were also supported by fresh environmental…
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DOI: 10.1108/OXAN-DB266286
ISSN: 2633-304X
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Geographic
Topical
Shares in China's new energy vehicle and battery makers rose on the news, as did the market valuations of several Western graphite explorers and developers. Prices for natural…
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DOI: 10.1108/OXAN-DB283201
ISSN: 2633-304X
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Geographic
Topical
Graphene revolution puts a spotlight on graphite projects.
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DOI: 10.1108/OXAN-DB201027
ISSN: 2633-304X
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Geographic
Topical
China accounts for 70% of global output of rare earths, which are key for the production of electric vehicles (EVs) and certain weapons, including missiles.
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DOI: 10.1108/OXAN-DB283343
ISSN: 2633-304X
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Geographic
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The aim is to reduce dependence on imports from China and Russia. The executive branch can now channel up to USD750mn to firms developing domestic sources of lithium, nickel…
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DOI: 10.1108/OXAN-DB268574
ISSN: 2633-304X
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Geographic
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Demand for battery components.
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DOI: 10.1108/OXAN-DB230500
ISSN: 2633-304X
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Geographic
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This dominance will help China to develop other energy transition technologies. Rival economies are seeking to improve their access to resources but face a huge challenge to…
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DOI: 10.1108/OXAN-DB267305
ISSN: 2633-304X
Keywords
Geographic
Topical
Although low commodity prices deterred investment in recent years, this is changing as the market rallies. The creation of a regional electric vehicle (EV) supply chain straddling…
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DOI: 10.1108/OXAN-DB262041
ISSN: 2633-304X
Keywords
Geographic
Topical
Having fallen since 2019, the price of benchmark ferroniobium has rebounded by more than 20% since the first quarter of 2021. Investors’ excitement is tempered by the fact that…
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DOI: 10.1108/OXAN-DB264287
ISSN: 2633-304X
Keywords
Geographic
Topical
Exploration, substitution and component minimisation will adapt supply to demand over time, but new supply chain risks will emerge, owing to narrow supply bases and long lead…