Search results

Value chain politicisation to boost rare earth supply

Location:

INTERNATIONAL

Short-term factors combined to strengthen prices, including widespread flooding in China’s Sichuan province and low capacity utilisation among producers outside China. In the…

Rare-earth diversification will rise in Western states

Location:

INTERNATIONAL

Japan and United States have markedly reduced their dependence on Chinese rare earths since the mid-2000s -- signposting the future of supply dynamics for critical minerals whose…

Supply uncertainty clouds the prospects for cobalt

Location:

INTERNATIONAL

Global cobalt market.

Cobalt investments will struggle to meet longer demand

Location:

INTERNATIONAL

Prices peaked at USD94,000 per tonne in March 2018 but fell below USD36,000 by January 2019, a level where they have largely stayed, as changes in battery technology and…

Automakers will rev up electric vehicle output

Location:

INTERNATIONAL

This is pushing up prices, and accelerating changes in product lines, corporate structures and supply chains. Meanwhile, major vehicle and parts manufacturers are investing…

Cobalt constraints could check electric vehicle growth

Location:

INTERNATIONAL

Demand for battery components.

Undersupplied manganese is key to electric cars

Location:

INTERNATIONAL

The compound is key to nickel-manganese cobalt (NMC) batteries, gaining market share for use in electric vehicles (EVs). Manganese amounts to only 2% of EV cathode material costs…

Production cuts will rebalance the lithium market

Location:

INTERNATIONAL

The two-year inventory glut was expected to clear in early 2020, but automaker shutdowns due to COVID-19 have rippled through the lithium value chain. Miners have cut production…

Indonesia’s policies will drive global nickel dynamics

Location:

INTERNATIONAL

The nickel price has surged by more than 50% this year to the highest since 2014. Supply concerns triggered the rise following the collapse of Brazil’s Brumadinho iron ore…

China leads the fast-growing automobile market

Location:

INTERNATIONAL

Outlook for the automobile market.