Chinese EV subsidies squeeze lithium carbonate prices

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Chinese EV subsidies squeeze lithium carbonate prices

FromPlatts Future Energy

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4 minutes

Released:

Jun 19, 2018

Format:

Podcast episode

Description

S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chinese electric vehicle subsidies that came...

Released:

Jun 19, 2018

Format:

Podcast episode

Titles in the series (95)

S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.

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What's in store for China's new energy vehicles?: China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials. In this podcast, editor Joyce Zhang and analyst Lucy Tang take a look at the rapid growth of new energy vehicles in China by Platts Future Energy
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The state of cobalt supply and the potential impact on battery metal raw materials: S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. by Platts Future Energy
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Will there be enough nickel to support the EV hype?: Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limi by Platts Future Energy
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China battery metals sector remains optimistic about 2020 demand despite weak Q1: In this episode of the S&P Global Platts Battery Metals podcast, Platts head of APAC Metals Insights Paul Bartholomew, analyst Lucy Tang, and associate editor Joyce Zhang discuss how the coronavirus outbreak is affecting China's automobile and new... by Platts Future Energy
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What's in store for Nickel over 2020?: The S&P Global Platts Battery Metals podcast kicks off 2020 with a deep dive into nickel. Platts Editor Henrique Ribeiro is joined by Jason Sappor, nickel analyst at S&P Global Market Intelligence, to discuss his expectations for the nickel... by Platts Future Energy
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Battery 'Gigafactories' and their impact on battery metals raw materials: S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to by Platts Future Energy
8 min listen
Battery metals move to the front, oil still driving sentiment: Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil prici by Platts Future Energy
13 min listen
Is nickel the world's most sought-after commodity?: With an annual traded value of around $35 billion, nickel would probably be categorized by most as a medium-sized commodity. For the past few decades it has really had quite a low profile, perhaps due to its mainly industrial use as an alloying agent... by Platts Future Energy
15 min listen
The battle between spodumene and brine – lithium mining: S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on by Platts Future Energy
6 min listen
Stationary storage market today and expectations for the future: Stationary storage takes the stage in the November edition of S&P Global Platts Battery Metals podcast. Senior pricing specialist Emmanuel Latham is joined by Felix Maire, lead analyst on US and European Power Storage markets at Platts Analytics, to discu by Platts Future Energy
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The LFP resurgence in electric vehicles: For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries. However, technology... by Platts Future Energy
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Interview with Formula E Team Principal Mark Preston: In this month’s Battery Metals podcast, regional manager Marcel Goldenberg talks to Mark Preston, Team Principal of the Techeetah Formula E racing team, about battery technology and innovation in the world of electric vehicle racing and its possible app by Platts Future Energy
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Chinese EV subsidies squeeze lithium carbonate prices: S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chine by Platts Future Energy
4 min listen
Battery metals still on the up: technology may be game-changer: Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology develop by Platts Future Energy
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Greening steel production and hydrogen’s potential: The global steel sector accounts for roughly 7% of the world’s . Blast furnaces, which process iron ore and coking coal, and produce most of the world’s steel, have a higher emissions intensity compared with mini-mills that melt ferrous scrap.... by Platts Future Energy
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Cobalt in the time of Corona: refining, mining and pricing: S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic. Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate... by Platts Future Energy
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A conversation with NanoGraf's Francis Wang: NanoGraf Technologies CEO Dr Francis Wang talks to S&P Global Platts senior pricing specialist Jacqueline Holman about the COVID-19 pandemic’s impact on China’s dominance in the battery metal supply chain, as well as the challenges and... by Platts Future Energy
19 min listen
Electric vehicle chargers: CHAdeMO, CCS, TESLA and GB/T: S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West bat by Platts Future Energy
12 min listen
The future of cobalt in Electric Vehicles - with Robin Tisserand, SCB Group: Cobalt is a pivotal that underpin electric vehicles. Recent long-term supply commitments signed by battery makers suggest that cobalt is set to remain a crucial component for many years, as such understanding the market and pricing of this metal is... by Platts Future Energy
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Lithium producers seek direction amid changing scenarios: Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but whic by Platts Future Energy
15 min listen
Voluntary Carbon Credits: what they are, why they matter: have seen significant growth in recent years and are expected to surge in the years ahead. But they have traditionally been seen as opaque, complex and niche. That is rapidly changing as a large range of companies start to engage with them. In the... by Platts Future Energy
20 min listen
Rising nickel prices, Indonesia's planned export ban on unprocessed ore, pose global challenges: Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2020, as well as global supply issues. Three-month nickel prices reached a year-to-date high in September. S&P Glo by Platts Future Energy
11 min listen
Marine Fuels of the Future: Biofuels: Ahead of London International Shipping Week 2021, a six-part podcast series looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of , Platts editors investigate the current state of the... by Platts Future Energy
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Boost to EVs from China’s new policy at risk due to COVID-19: The battery metals industry has welcomed China’s two-year extension of subsidies for new energy vehicles, but the COVID-19 pandemic has prevented EV sales from picking up as expected. In this edition of S&P Global Platts’ monthly Battery... by Platts Future Energy
11 min listen
How electric vehicles and battery metals survived the pandemic: The COVID-19 pandemic hit many industries hard in 2020, including automotives. Electric vehicles’ sales, however, grew substantially from 2019 -- and the trend should continue in 2021, supporting the demand for battery metals such as lithium and... by Platts Future Energy
23 min listen
Natural gas in the energy transition era: Today we are looking at how the energy transition to lower emissions and cleaner fuels will affect natural gas. Editors from S&P Global Platts and Market Intelligence discuss the findings of their recent series of stories looking the natural gas... by Platts Future Energy
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Developments in battery metal raw materials; nickel and cobalt supply outlooks: S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High a by Platts Future Energy
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Energy Transition in the time of COVID-19: Welcome to the Platts Future Energy podcast by Platts Future Energy
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The battery of the future: Seeking higher energy density: Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several othe by Platts Future Energy
12 min listen
Lithium demand heads for 2020 decline as market feels effects of coronavirus: Joe Lowry of Global Lithium -- known as "Mr. Lithium" -- forecasts lithium demand to fall in 2020 compared with 2019, the first annual decrease in many years. Lowry examines the impacts of the coronavirus outbreak on the lithium market with Henrique... by Platts Future Energy
29 min listen

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Chinese EV subsidies squeeze lithium carbonate prices

Chinese EV subsidies squeeze lithium carbonate prices

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Titles in the series (95)

More Episodes from Platts Future Energy

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