September 2019

FOCUS: 2020 cobalt negotiations get head-start post-Mutanda closure news

Discussions and negotiations for cobalt supply in 2020 quickly got under way after Glencore announced it will close its Mutanda mine in the Democratic Republic of Congo at the end of the year.

PRICING NOTICE: Proposal to amend specifications of cobalt hydroxide assessments – extension

In light of market feedback, Fastmarkets is amending its proposal to change the specifications of its two cobalt hydroxide price assessments and extending the consultation period by one week to allow for any final feedback.

Trade log September 2019: Cobalt

Cobalt trade log including business, bids and offers reported to Fastmarkets.

BATTERY RAW MATERIALS MARKET REPORT 27/09: Cobal sulfate prices continue to rise, sellers absorb higher raw materials prices

An overview of the battery raw materials markets and their latest price moves.

BATTERY MATERIALS EUROPE: Keliber supports lithium pricing mechanism

A benchmark price is needed in the lithium industry, Pertti Lamberg, the CEO at Finnish lithium company Keliber, said at Fastmarkets' Battery Materials Europe 2019 conference in Amsterdam, the Netherlands.

GLOBAL LITHIUM WRAP: Prices stabilize ahead of Golden Week holiday

The Chinese domestic spot battery-grade lithium carbonate market temporarily halted its downtrend on Thursday September 26 in the run-up to the National Day holiday (October 1-7), while the lithium hydroxide price in China held week on week on limited transactions in the spot market.

Trade log September 2019: Lithium

Trade log for battery-grade lithium carbonate in China including trades, bids and offers reported to Fastmarkets.

BATTERY MATERIALS EUROPE: Shift to nickel-rich batteries can be ‘net positive’ for cobalt

The transition to high-nickel "811" battery cathode chemistries will encourage adoption of electric vehicles (EVs), ultimately to the benefit of cobalt demand, according to panelists speaking at Fastmarkets’ Battery Materials Conference in Amsterdam on Thursday September 26.

BATTERY MATERIALS EUROPE: Anode grade graphite poses ‘reputational risk’ to buyers, RHO Motion says

The acquisition of processed graphite represents a potential reputational risk for participants in the battery sector, according to Adam Panayi, managing director of battery analyst RHO Motion.

BATTERY MATERIALS EUROPE: Europe’s battery capacity to reach 1,000GWh by 2025, Eurobat says

Europe’s battery production capacity will have more than doubled by 2025 from the level in 2015, according to Eurobat, the Association of European Automotive & Industrial Battery Manufacturers.