/ COMMODITIES

Forces shaping the future of energy

The world has seen record-setting investment in energy amid slowing overall demand growth...

/ COMMODITIES

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Insights

Battery Metals
The copper market: A review and a look forward

As spot market is disconnected from 2024 benchmark due to dramatic fundamentals change, market is observing if benchmark system would still work for copper concentrate market in the future. Explore LIVE for discussions about recent market trend, views on benchmark 2025 and side term changes in a tight supply market.

Nickel Industries expects robust Q2 on normalized mining, stronger prices

Lithium markets present divergent views as China announces policy to push EV sales

Australia’s IGO spodumene production falls 21% on year in Q3

Stellantis’ global battery EV sales rise 8% on year in Q1

Catching up with Innovators throughout the battery materials supply chain

Wrapping up the series of episodes featuring interviews gathered at CERAWeek by SP Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are:Gabi Knesel, a senior vice president at Locus Fermentation SolutionsMahesh Chunduru, CEO of Momentum TechnologiesSrini Godavarthy, CEO of Li MetalJohn Busbee, the CEO and co-founder of Xerion Advanced Battery Corp.Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.More listening options:

Economics of Producing EV Batteries and Precursor Materials

Listen to Marianne AsaroAnalysis Director at SP Global Commodity Insights, coming straight from the World Petrochemical ConferenceWPC) in HoustonTXUSA. Marianne sheds light on the process economics of the lithium ion battery production .  WPC is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more chemical insights and cutting-edge coverage.

Building from scrap: Fueling EV batteries with recycled materials

As electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials.  Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF, about how these materials are extracted from old equipment and used in new batteries. Tune in to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. More listening options:

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Mining
IODEX, IOPEX interactions with Asia iron ore market

There has been a growing demand and rising liquidity in the seaborne market, propelling further growth in Asian iron ore trading dynamics. Furthermore, evolvement and increased liquidity in portstock markets in China’s major ports have created a secondary market where spot cargos are traded. In this video, Platts will look recap the seaborne market growth and the need for portstock assessments to further complement seaborne assessments.

Infographic: China’s property market remains a drag on steel demand

Infographic: Indonesian projects to boost nickel supply

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