Insights
REA Insights
- Special Reports
More than a year after CATL's Jianxiawo lepidolite mine was shut on the expiry of its mining licence, speculation over its restart has contributed to...
- Oil, Geopolitics
Middle distillate cracks are at their highest on record and unlike previous cycles (e.g. following Russia’s 2022 invasion of Ukraine), net refining capacity additions are...
- Batteries
The LGES/Lopal deal highlights the urgency with which US LiB makers feel they must respond to fast rising demand for ESS cells. They cannot wait...
- Batteries
While Section 45X manufacturing credits and surging data-centre storage demand have successfully catalysed U.S. LFP cell manufacturing, the domestic supply chain faces a critical midstream...
- Oil, Geopolitics
The resumption of tit-for-tat attacks between the US and Iran has eroded market confidence in a normalization of flows through the Strait of Hormuz (SoH)....
- Batteries
In late February, Zimbabwe suspended exports of lithium concentrates in a bid to strengthen its domestic Li value chain and curb illegal shipments. What are...
- Batteries
EU authorities have agreed in principle with the idea of introducing minimum pricing on BEVs imported from China. The decision, announced in mid-January, is set...
- Batteries
For much of 2025, Li prices were languishing near US$10,000/t – a stark contrast to previous years when Li prices were trading multiples above marginal...
- Batteries
Spodumene prices are now at their highest level (~$1,300/t FOB Australia) since late 2023, having steadily risen from the bottom of the pricing cycle in...
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