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Rock Stock Channel
Fastmarkets' Lithium Outlook | Raju Daswani & Grace Asenov
In this episode, Rodney and I sit down with Raju Daswani (CEO) and Grace Asenov (Base Metals & Energy Editor for North America) of Fastmarkets to discuss key takeaways from their 17th annual Lithium & Battery Raw Materials conference held recently in Las Vegas. We review current market sentiment, including the short-term concerns surrounding oversupply and investor caution, while exploring reasons for longer-term optimism. The conversation covers the strategic importance of developing North American and Western supply chains, particularly in regions like Arkansas, Nevada, and Canada. We examine policy dynamics under the Trump administration, China's continued dominance, and the...
2025-07-08
1h 00
Rock Stock Channel
Lithium Live Lounge - Equity Updates @Fastmarkets Las Vegas
In this episode, Rodney and I share insights from our recent attendance at the Fastmarkets Lithium Conference in Las Vegas. We interviewed several key industry players to provide you with a detailed update on current trends, strategic developments, and the overall market sentiment in the lithium and battery metals sector. We spoke with Iggy Tan from Lithium Universe, who discussed their competitive advantage in lithium carbonate refining due to Quebec’s access to low-cost hydropower and strategic proximity to North American lithium resources. Rick Anton, Chairman of Savannah Resources and Euro Manganese, emphasized the importance of local en...
2025-07-02
58 min
Chronique des matières premières
Le paradoxe du lithium, métal stratégique mais pas encore rémunérateur
Une demande qui ne cesse d'augmenter, mais des prix qui sont au plus bas. C'est le paradoxe du marché du lithium, un métal clé pour les batteries électriques. Ceux qui en parlent le mieux sont les opérateurs miniers eux-mêmes. Les opérateurs miniers ne font pas semblant que tout va bien. Ce serait difficile face à des cours mondiaux qui ont chuté d'environ 90% en deux ans, un contexte qui a eu pour conséquences des rachats d'entreprises, des licenciements et retardé des projets. Réunis la semaine dernière à Las Vegas pour une conférence organ...
2025-07-02
02 min
The Power Current with Chris Berry
Is the Lithium Market Cycle Close to its Bottom? Paul Lusty of Fastmarkets Believes So
In this episode, Trevor Hall takes the host seat to interview Paul Lusty, Head of Battery Raw Materials at Fastmarkets. This conversation delves into the future projections of the lithium market, exploring the dynamics of supply and demand, the role of renewable energy, and the importance of other battery raw materials like cobalt and manganese. The discussion highlights the challenges and opportunities within the industry, emphasizing the need for supply discipline and the impact of external factors on market trends.
2025-07-01
29 min
Fastmarkets’ Fast Forward podcast
Swiping right on carbon credits: Exploring voluntary markets
What are voluntary carbon markets and why do they matter in the global fight against climate change? Join Fastmarkets’ Andrea Hotter as she dives into this evolving space with experts Enric Arderiu, global head of environmental products at Mercuria, and Stuart Evans, chief economist and head of carbon at Fastmarkets. This episode uncovers the potential and pitfalls of voluntary carbon credits, explores innovative projects like carbon capture and reforestation and examines how transparency and trust are reshaping the market. Whether you’re a policy geek or a climate-conscious consumer, this episode is packed with insights to inspire acti...
2025-06-24
50 min
Tissue Online
Parceria Suzano e Kimberly-Clark pode redefinir indústria global de tissue, diz Fastmarkets RISI
Em entrevista ao Talk Tissue, Stephanie Hsia, especialista de tissue para América Latina da Fastmarkets RISI, trouxe uma análise estratégica sobre os efeitos da joint venture para o setor Hosted on Acast. See acast.com/privacy for more information.
2025-06-12
13 min
Fastmarkets’ Fast Forward podcast
Black gold: How big oil is fuelling change in the global EV market
What happens when big oil turns its sights to critical minerals? This episode of Fast Forward dives into ExxonMobil's unexpected pivot into lithium extraction and its role in the energy transition. Andrea Hotter sits down with Dan Holton, Senior VP of Low Carbon Solutions at ExxonMobil, to discuss how the company's deep expertise in oil drilling is being repurposed to unlock lithium from brines. Explore the ground breaking technology, the "why now" behind this shift, and how ExxonMobil plans to reshape the battery materials supply chain. With insights into regulatory hurdles, the global lithium market, and the g...
2025-05-27
50 min
The Lumber Word
EP 123: The New Southern Pine Lumber Futures Contract at the CME
In our second drop of the week, Ashley sits down with Alison Coughlin from the CME Group to unpack the newly launched Southern Yellow Pine (SYP) Lumber Futures contract. It’s been live for over a month now, and we’re breaking down how it came to be, how it works, and why it could be a game-changer for the fastest-growing segment in U.S. lumber production. Whether you're a trader, mill, or just lumber-curious, this episode offers a smart intro into what the new contract means for the market—and how you can get involved. To l...
2025-05-24
44 min
Rock Stock Channel
Has Lithium Pricing Transparency Finally Arrived? Fastmarkets' William Adams and Przemek Koralewski
In this episode, we welcome back William Adams and Przemek Koralewski from Fastmarkets to discuss recent developments in lithium markets, pricing dynamics, and emerging futures contracts on major exchanges. The conversation covers current supply-demand imbalances, factors influencing lithium price fluctuations, and potential inflection points investors may anticipate in the coming months and years. Key topics include: - Recent declines in lithium pricing and implications for producers and investors. - Analysis of lithium futures markets and the role of contracts on ICE and CME. - Discussion around marginal-cost producers and the economics of lithium...
2025-05-17
32 min
Rock Stock Channel
Hotter Commodities 2: Energy Security & the Critical Minerals Race w/ Fastmarkets' Andrea Hotter
In this episode, I catch up again with Andrea Hotter, Special Correspondent at Fastmarkets, to dive into the shifting landscape of critical minerals and commodities. Andrea recently attended the Securing America’s Future Energy (SAFE) summit in Washington, D.C., and shares valuable insights on how policy narratives have dramatically shifted—from ESG and climate change to national and energy security. We discuss major developments, including the impact of reciprocal tariffs, government funding for critical minerals projects, and the evolving role of foreign investors and allies like South Korea, Japan, and Chile. Andrea also highlights the massive impl...
2025-05-06
51 min
Fastmarkets’ Fast Forward podcast
From mine to magnet: rewiring the rare earth ecosystem
In this episode of Fast Forward, host Andrea delves into the world of rare earths with industry experts Ahmad Ghahreman, Co-Founder and CEO of Cyclic Materials, and Rowena Smith, Managing Director and CEO of Australian Strategic Materials (ASM). Together, they explore the critical role rare earths play in manufacturing electric vehicles, wind turbines, and defense systems. They break down why these 17 elements located at the bottom of the periodic table are indispensable, yet surprisingly difficult to secure. From China’s dominance in mining and processing to the years-long timelines to develop new projects, Ahmad and Rowena unravel the...
2025-04-29
50 min
Fastmarkets’ Fast Forward podcast
Changing gear: the road ahead for auto
Join us for the next episode of Fast Forward, where host Andrea Hotter dives deep into the world of electric vehicles (EVs) alongside special guest Quentin Willson. Quentin, a renowned motoring journalist, former Top Gear presenter, and transport campaigner, brings decades of experience to the conversation. Now a leading advocate for EV adoption, he shares his expertise on the energy transition and the challenges surrounding the global shift to electrification. Quentin discusses his pivotal role in the EV movement, recalling his early experiences test-driving electric cars and the technological evolution since. He debunks common EV myths from...
2025-03-25
50 min
Born Scrappy
Navigating tariff implications with FastMarkets' Amy Hinton
In this episode, I chat to Amy Hinton, North American Scrap Editor for Fastmarkets.She has her finger on the pulse when it comes to price reporting and has become a familiar face in the industry.Amy has a background in both financial services and journalism, and holds a Masters degree from University of Bath.In today's episode, we talk about:👉 The impact of new tariffs👉 The winners and losers👉 Domestic mill capacity👉 New trading lanes👉 And much more!L...
2025-02-27
42 min
Fastmarkets’ Fast Forward podcast
Tariffs and trade: breaking China's grip on critical minerals
The Fast Forward podcast is back with a highly anticipated new season! Join host Andrea Hotter, special correspondent at Fastmarkets and co-host Will Adams, head of battery and base metals research, as they explore the dynamic world of critical minerals. This season begins with an in-depth discussion on securing supply chains, tariffs and the West's reliance on China for vital resources like rare earths, graphite and lithium. Featuring an industry-relevant panel of experts – Ashley Zumwalt-Forbes, former Deputy Director for Batteries and Critical Minerals at the US Office of Manufacturing and Energy Supply Chains, Gracelin Baskaran, Director of the...
2025-02-25
45 min
SmarterMarkets™
The State of Play in Battery Metals Episode 3 | Andrea Hotter, Special Correspondent, Fastmarkets
We continue The State of Play in Battery Metals this week with Andrea Hotter, Special Correspondent at Fastmarkets. SmarterMarkets™ host David Greely sits down with Andrea to discuss the flurry of executive orders signed by President Trump as he returned to the White House this week – and what they may mean for the battery metals markets.
2025-01-25
36 min
The Battery Technology Podcast
Episode 39 | Battery Material Prices: Markets, Dynamics and Outlook | William Adams | Fastmarkets
As the New Year begins, its a good time to review Battery Material prices and understand a little more about the underlying dynamics that influence the market. To do this I'm joined by William Adams, Head of Battery Markets research at Fastmarkets to explore the history, present and future of battery materials market sentiment. Speaker Notes: William Adams | Head of Battery Markets Research | Fastmarkets https://www.linkedin.com/in/williamxadams/ Fastmarkets https://www.linkedin.com/company/fastmarkets/ https://www.fastmarkets.com/ ...
2025-01-13
46 min
Fastmarkets Live Lounge
S2 E19: Ruchi Dana, Executive Board Member, Dana Group
Ruchi Dana, Executive Board Member at Dana Group, shared her leadership approach in shaping the company’s future, emphasizing innovation, sustainability, and the integration of these strategies with business growth. She also reflected on Dana Steel’s global expansion and her vision for women in the industry. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
22 min
Fastmarkets Live Lounge
S2 E18: Saeed Alghafri, CEO, Emirates Steel
Saeed Alghafri, CEO of Emirates Steel part of EMSTEEL Group, shared his approach to leadership, emphasizing innovation, employee well-being, and company culture. He discussed the UAE’s leadership in shaping the future of the steel industry and the importance of accountability and growth. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
27 min
Fastmarkets Live Lounge
S2 E17: Dr. Salam Al Sharif, Chairman, Al Sharif Metals Group
Dr. Salam Al Sharif, Chairman of Al Sharif Metals Group, shared his journey of building a legacy in the recycling industry, the challenges of early years in business, and his commitment to innovation. He discussed his company’s expansion into new markets and sectors and the power of family and sustainability. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
30 min
Fastmarkets Live Lounge
S2 E16: Shamla Yoosoof, Vice President - Strategic Partnerships, Metaluck
Shamla Yoosoof, Vice President of Strategic Partnerships at Metaluck, shared her inspiring journey and discussed how the company is championing sustainability and circularity in the metals and recycling sector. She reflected on the growing role of women in the industry and the power of transparency and collaboration. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
18 min
Fastmarkets Live Lounge
S2 E15: Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange
Russell Robertson, Chief Commercial Officer at Gulf Mercantile Exchange, discussed the evolving commodity trading landscape and how the exchange is leveraging technology to improve market transparency and efficiency. He emphasized the importance of strategic partnerships in advancing the future of the trading ecosystem. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
22 min
Fastmarkets Live Lounge
S2 E14: Dr. Khaled Al-Hajeri, Vice President, National Industrial Development Center (NIDC)
Dr. Khaled Al-Hajeri, Vice President of the NIDC in Saudi Arabia, discussed Saudi Arabia’s industrial transformation under Vision 2030. He shared insights into sustainable development, fostering growth in non-oil sectors, and innovation within Saudi Arabia’s industrial landscape. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
24 min
Fastmarkets Live Lounge
S2 E13: Ramy Salah, Chief Business Development, Sustainability Marketing, and Export Officer, Elmarakby Steel
Ramy Salah, Chief Business Development Officer at Elmarakby Steel, shared his insights into the company’s growth and commitment to sustainability. He discussed innovation, business development, and the company’s leadership in sustainable practices in a global market. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
26 min
Fastmarkets Live Lounge
S2 E12: Ragesh Argawal, Executive Director, RKG International
Ragesh Argawal, Executive Director of RKG International, discussed his journey in the recycling industry and the role of innovation in overcoming challenges. He reflected on his commitment to philanthropy and how collaboration in recycling fosters growth and sustainability. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
16 min
Fastmarkets Live Lounge
S2 E11: Vahid Fouladkar, Co-founder and CEO, Metal Park
Vahid Fouladkar, co-founder and CEO of Metal Park, discussed how the company integrates AI to streamline pricing and production in the metal industry. He shared his insights into how the UAE is driving technological advancements and supporting startups in the sector. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
16 min
Fastmarkets Live Lounge
S2 E10: Yousef Al Sharif, Manager, Sharif Metals Group
Yousef Al Sharif, Manager at Sharif Metals Group, discussed his family’s legacy in the metals recycling industry and how innovation, including blockchain and AI, is shaping the future. He also shared insights into the challenges of regulatory barriers and the future of recycling in the GCC. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
16 min
Fastmarkets Live Lounge
S2 E9: Norman Fong, Senior Price Reporter, Fastmarkets
Norman Fong, Senior Price Reporter at Fastmarkets, discussed the importance of accurate pricing and market insights in driving sustainability within the steel and heavy industries. He explored how data can help companies navigate decarbonization strategies while balancing economic pressures. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
21 min
Fastmarkets Live Lounge
S2 E8: Nitin Kavadia, Director – Middle East & Africa, Calderys
Nitin Kavadia, Director at Calderys in the Middle East and Africa, shared insights into the challenges and opportunities in the refractory industry. He emphasized the role of innovation in materials and technologies to improve energy efficiency, reduce carbon footprints, and support decarbonization. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
20 min
Fastmarkets Live Lounge
S2 E7: Michael Rion, Chief Commercial Officer, Emirates Steel
Michael Rion, Chief Commercial Officer at Emirates Steel part of EMSTEEL Group, discussed sustainability in the steel industry, particularly around carbon capture, energy efficiency, and hydrogen production. He emphasized the challenges of scaling green electricity to decarbonize the sector and the role of mentorship in innovation. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
27 min
Fastmarkets Live Lounge
S2 E6: Mariia Lytvyn, Global Head of Talent & Reward, Liberty Steel & GFG Alliance
Mariia Lytvyn, Global Head of Talent & Reward at Liberty Steel & GFG Alliance, shared her journey from environmental science to leading talent and reward strategies in the steel industry. She discussed how employee engagement and talent development are key to driving sustainability and decarbonization within the sector. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
20 min
Fastmarkets Live Lounge
S2 E5: Safouen Ben Brahim, Area Sales Manager, Vezzani
Safouen Ben Brahim, Area Sales Manager at Vezzani, shared how the company is revolutionizing industrial equipment for the steel sector through cutting-edge technology and customer satisfaction. He discussed how sustainability goals and technological advancements are reshaping the industry. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
21 min
Fastmarkets Live Lounge
S2 E4: Harsh Choudhry, CEO & Co-Founder, Sentra World
Harsh Choudhry, CEO and Co-Founder of Sentra World, shared his transition from McKinsey to founding a sustainability-focused startup. He discussed how Sentra World is helping industries reduce carbon footprints while maintaining profitability through energy efficiency and innovative technologies. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
31 min
Fastmarkets Live Lounge
S2 E3: Anna Griffin, Chief People Officer & Head of ESG, Arabian Gulf Steel Industries
Anna Griffin, Chief People Officer and Head of ESG at Arabian Gulf Steel Industries, shared her journey in leadership and sustainability. She discussed AGSI’s achievements in carbon neutrality and net-zero steel production, emphasizing talent retention and green skills. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
27 min
Fastmarkets Live Lounge
S2 E2: Dr. Ankur Dana, CEO, Dana Group
Dr. Ankur Dana, CEO of Dana Group, discussed his transition from medicine to business leadership and the company’s growth into a diversified global player. He explored overcoming challenges in the steel industry, driving innovation, and Dana Group’s IPO plans. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
30 min
Fastmarkets Live Lounge
S2 E1: AN Venkat, CEO, Al Jazeera Steel
AN Venkat, CEO of Al Jazeera Steel, shared his insights on the evolving landscape of global trade flows, the role of technology in optimizing supply chains, and strategies to navigate geopolitical and market challenges impacting the steel sector. Recorded live at the Fastmarkets Middle East Iron and Steel Conference 2025. Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn: @Fastmarkets X: @Fastmarkets
2024-12-11
25 min
Betts on the Future
Rijuta Dey | Fastmarkets | S02E23
Exploring the World of Metals Journalism with Rijuta DeyJoin Jennifer Betts on Betts on the Future podcast with seasoned journalist Rijuta Dey. With a background spanning three countries and extensive experience in metals reporting, Rijuta shares her unique journey from her small hometown in India to becoming a senior reporter for Fastmarkets in the U.S. Gain insights into the niche field of price reporting, understand the importance of objectivity in journalism, and discover how the metals industry is evolving with new trends like decarbonization. Don't miss this fascinating episode filled with career advice and industry...
2024-10-17
32 min
Fastmarkets Live Lounge
S1 E13: Vivas Kumar, CEO, Mitra Chem (ex-Tesla)
Vivas Kumar, CEO of Mitra Chem and former Tesla executive, sits down with us live at the Lithium Supply & Battery Raw Materials Conference. Vivas discusses his career path, the innovations propelling battery technology forward, and the crucial role of talent in staying competitive in this fast-paced industry. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets
2024-10-14
29 min
Fastmarkets Live Lounge
S1 E12: Emilie Bodoin, Founder & CEO, Pure Lithium
Emilie Bodoin, Founder & CEO of Pure Lithium, shares her story live from the Lithium Supply & Battery Raw Materials Conference. Emilie discusses the challenges of leading a startup in the lithium sector, the push for sustainability in production, and what it takes to succeed in this critical industry. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets
2024-10-14
23 min
Fastmarkets Live Lounge
S1 E11: Tony Sage, CEO & Chairman, Critical Metals
Tony Sage, Executive Chairman of Cyclone Metals, joins us live from the Lithium Supply & Battery Raw Materials Conference. With extensive experience in mining and raw materials, Tony shares his insights on the future of critical materials, leadership in complex markets, and the strategic challenges facing the industry. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets
2024-10-14
23 min
Fastmarkets Live Lounge
S1 E10: Lisa Rebora, Head of Lithium, Equinor
Lisa Rebora, Head of Lithium at Equinor, discusses the strategic importance of lithium live from the Lithium Supply & Battery Raw Materials Conference. Lisa shares her insights on the energy transition, her leadership style, and how Equinor is positioning itself in the rapidly growing lithium market. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets X...
2024-10-14
26 min
Fastmarkets Live Lounge
S1 E9: Justin Love, CEO, ION Minerals
Justin Love, CEO of ION Minerals, joins us live from the Lithium Supply & Battery Raw Materials Conference to talk about the future of lithium mining. Justin provides insights into the industry’s challenges, his approach to leadership, and how he’s positioning ION Minerals for success in a competitive market. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fast...
2024-10-14
24 min
Fastmarkets Live Lounge
S1 E8: Phoebe Whatoff, Country Director, Minviro
Phoebe Whatoff, Country Director at Minviro, discusses sustainability challenges live from the Lithium Supply & Battery Raw Materials Conference. Phoebe talks about the environmental impact of the lithium supply chain, the importance of adopting sustainable practices, and her vision for the future of the industry. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets X: @Fastmarkets
2024-10-14
21 min
Fastmarkets Live Lounge
S1 E7: Rebecca Paisley, Ph.D, Senior Geochemist, WSP
Dr. Rebecca Paisley, Senior Geochemist at WSP, brings her expertise to the table live from the Lithium Supply & Battery Raw Materials Conference. Rebecca provides an insider’s perspective on the science of lithium extraction, the pivotal role of geochemistry, and her thoughts on nurturing talent in STEM fields. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets ...
2024-10-14
33 min
Fastmarkets Live Lounge
S1 E6: Bari Bean Smith, Deputy CEO - Natural Resources, County of Imperial
Bari Bean Smith, Deputy CEO of Natural Resources for the County of Imperial, discusses sustainable resource management live from the Lithium Supply & Battery Raw Materials Conference. Bari talks about the local impacts of lithium extraction, her career in public sector leadership, and the challenges and opportunities in managing natural resources. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn...
2024-10-14
27 min
Fastmarkets Live Lounge
S1 E5: Amanda Harsas, Finance Director, Atlantic Lithium
Amanda Harsas, Finance Director at Atlantic Lithium, shares her financial expertise live from the Lithium Supply & Battery Raw Materials Conference. Amanda discusses the financial challenges in the lithium industry, the role of strong financial leadership, and her approach to steering her company through a volatile market. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets ...
2024-10-14
19 min
Fastmarkets Live Lounge
S1 E4: Raju Daswani, CEO, Fastmarkets
Raju Daswani, CEO of Fastmarkets, shares his leadership insights live from the Lithium Supply & Battery Raw Materials Conference. Raju discusses the future of Fastmarkets, the critical role of talent in driving the company’s growth, and the broader trends shaping the critical raw materials sector. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets X: @Fa...
2024-10-14
22 min
Fastmarkets Live Lounge
S1 E3: Joe Lowry, President, Global Lithium LLC
Joe Lowry, President of Global Lithium LLC and host of the Global Lithium Podcast, shares his expertise live from the Lithium Supply & Battery Raw Materials Conference. Known as "Mr. Lithium," Joe discusses global market trends, the importance of talent in the industry, and his journey in the rapidly evolving world of lithium. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events:
2024-10-14
31 min
Fastmarkets Live Lounge
S1 E2: Ashley Zumwalt-Forbes, US Deputy Director for Batteries and Critical Materials (MESC), U.S. DOE
Ashley Zumwalt-Forbes, US Deputy Director for Batteries and Critical Materials at the U.S. Department of Energy, joins us live from the Lithium Supply & Battery Raw Materials Conference. Ashley shares insights on her role in shaping U.S. energy policy, leadership in the energy sector, and the importance of talent in driving the future of critical materials. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all...
2024-10-14
30 min
Fastmarkets Live Lounge
S1 E1: Teague Egan, CEO, EnergyX
Teague Egan, CEO of EnergyX, offers his perspective live from the Lithium Supply & Battery Raw Materials Conference. Teague talks about the latest advancements in energy storage and lithium extraction, shares his vision for a sustainable energy future, and discusses the leadership lessons he's learned throughout his entrepreneurial journey. Secure your tickets for the 2025 Lithium Supply & Battery Raw Materials Conference here: https://www.fastmarkets.com/events/lithiumsupply-brm/ Follow us on social media to get the latest commodity pricing news, as well as updates on all of our events: LinkedIn @Fastmarkets
2024-10-14
33 min
Betts on the Future
Betts on the Future: Episode 38 | Fastmarkets | Rijuta Dey
This week Jennifer is joined by Fastmarkets Senior Price Reporter Rijuta Dey. Listen as Rijuta shares her passion for journalism, her journey into the metals market, and her thoughts on why PRAs are so important to the. Produced by Recycled Media.
2024-10-07
00 min
Fastmarkets’ Fast Forward podcast
Trading power: The LME's role in the energy transition
In this sixth episode, we delve into the pivotal role of the London Metal Exchange (LME) in the global energy transition. Joined by Matthew Chamberlain, CEO of the LME, this episode uncovers the exchange's rich 147-year history and its critical position in trading essential minerals like lithium, nickel, cobalt, and copper. Discover how the LME is shaping the future of metals markets, explore the intersection of global trade and sustainable energy, plus hear some discussion around the use of block limits.
2024-09-24
54 min
Fastmarkets’ Fast Forward podcast
The lithium lifeline: navigating the future of energy storage
Join Andrea Hotter, special correspondent at Fastmarkets, in the fifth episode of Fastmarkets’ Fast Forward podcast as she delves into the pivotal role of lithium in the global energy transition. This episode reveals the indispensable nature of lithium-ion batteries in electric vehicles and energy storage systems. Despite its critical importance, the lithium market faces turbulent pricing and heavy reliance on China's supply chain, alongside a recent dip in electric vehicle adoption. Andrea is joined by Eric Norris, president of Energy Storage at Albemarle Corporation and a seasoned expert in specialty chemicals. Eric shares his insights on...
2024-08-27
48 min
Fastmarkets’ Fast Forward podcast
Exploring the copper industry's future
In this episode, Kathleen Quirk, CEO and president of leading copper producer Freeport-McMoRan, shares her insights on the current buzz surrounding copper. The conversation explores the driving forces behind copper’s surging demand, its persistent supply challenges and the revival of interest in M&A as companies seek to buy, not build. Discover how decarbonization, urbanization and connectivity are reshaping the landscape for copper, making it a pivotal metal in the electrification era.
2024-07-30
50 min
Recharge by Battery Materials Review
Recharge July 2024 (Fastmarkets feedback, DLE progress, battery industry, EV subsidies)
Join us for July's Recharge, in which co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key news items in the world of batteries and battery materials. This month we discuss: Our takeaways from the Fastmarkets BRM conference LFP/LMFP and development of a Western supply chain Progress on DLE and its impact on how we see the lithium industry going forward Low profitability in the battery industry and its impacts Different battery industry strategy in China vs rest of the world One man's subsidy is another's incentive...Is China really the big bad?
2024-07-22
28 min
Rock Stock Channel
The Future of EV Sales and Lithium Demand. Fastmarkets' CEO Raju Daswani and Grace Asenov
INDEX: 00:00 - Introduction 02:22 - About Raju/Fastmarkets 04:26 - US Battery Investment Landscape 06:36 - Global Mine Supply 08:03 - Global Supply Chain Dynamics 09:25 - Conference Attendance and Sponsorship 13:53 - Sentiment on Lithium Prices 16:21 - Price Transparency and Auctions 17:56 - Spodumene Market and Payables 20:37 - Cathode Choice and Market Flexibility 22:56 - African Spodumene Production 24:28 - Battery Recycling Industry 26:08 - Regionalized Pricing 30:04 - US Election Impact on EV Market 36:51 - CME Lithium Hydroxide Contract 39:13 - Closing Remarks _________________________________________________ Links 🌍 RK...
2024-07-19
40 min
Fastmarkets’ Fast Forward podcast
Geopolitics and the energy transition
In the latest episode we delve into the influence of geopolitics on the energy transition with Jeremy Weir, the Executive Chairman and CEO of Trafigura. Jeremy brings a wealth of experience in critical minerals, navigating the realms of metals, minerals, oil and renewables. Get ready for an insightful discussion that transcends individual markets and explores the dynamic intersection of global politics and the evolving commodities landscape.
2024-06-25
45 min
Fastmarkets’ Fast Forward podcast
The next battery boom: predicting material demands in 2030
Our host Andrea Hotter interviews Fastmarkets’ Head of Battery Raw Materials, Paul Lusty, as he shares his market outlook for the supply and demand of key materials used in the production of batteries and electric vehicles through 2030.
2024-05-28
43 min
Rock Stock Channel
E102: Fast & Furious Part 2. Fastmarkets' Jordan Roberts
INDEX: 00:00 - Introduction 02:13 - About Jordan 03:04 - Future Lithium Demand 09:02 - Predictions on Lower Lithium Prices 10:17 - Mining Cost Analysis 11:30 - Risks in Chinese Lithium Production 14:00 - Impact of Minor Production Changes 14:54 - Possible Lithium Market Slowdown 17:19 - Consolidation Prospects & Funding Challenges 19:06 - Interpreting CME Futures 20:13 - Lithium Futures Market Growth 23:00 - Disparity with Guangzhou Carbonate Futures 24:54 - Equities vs. Futures 26:27 - Spodumene Hedging: CME Futures 27:34 - Fastmarkets' Regional Pricing Initiative 30:35 - Regional Pricing Impact 34:13 - North American Battery Supply Chain 35:45...
2024-05-11
53 min
Fastmarkets’ Fast Forward podcast
How energy diplomacy is shaping global battery raw materials markets
In this pilot episode, we're joined by Helaina Matza, Special Coordinator for Global Infrastructure and Investment at the US Department of State. Come with us as we find out exactly what minerals-focused development looks like. Join the discussion on the impact of the IRA in the US, what is going on in Indonesia, what’s the latest in China and what regulatory factors should you be paying attention to that you might not be aware of?
2024-04-23
45 min
Fastmarkets’ Fast Forward podcast
Fast Forward series trailer
Fast Forward is the brand new critical minerals and battery raw materials podcast from Fastmarkets. Listen to the teaser trailer.
2024-03-28
00 min
The Innovators’ Exchange by Oliver Wyman
Raju Daswani, CEO of Fastmarkets on Transforming Commodity Markets With Data
In this episode, Hiten Patel dives into the world of Fastmarkets, a commodity information service that provides price data for commodities used in various industries and markets. In this conversation with CEO Raju Daswani, we learn about the company's evolution from a print publication to a digital business, driven by the transformative forces of the internet and the growth of the Chinese economy. Fastmarkets plays a crucial role in enhancing transparency in commodity markets, particularly in the context of the energy transition and the demand for critical materials.
2024-02-08
28 min
SmarterMarkets™
Setting Course Episode 5 | Andrea Hotter, Special Correspondent, Fastmarkets
On this week’s installment of our Setting Course series, we welcome Andrea Hotter, Special Correspondent at Fastmarkets, into the SmarterMarkets™ studio. Host David Greely sits down with Andrea to discuss what’s been happening in the metals markets that are critical to the energy transition including the nickel, copper, and lithium markets – as well as the increasing influence of geopolitics.
2024-02-03
47 min
Top of Mind
Fastmarkets’ Dustin Jalbert on What Lumber Can Tell Us About 2024
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Dustin Jalbert from Fastmarkets RISI’s Wood Products team, to find out what the lumber market can tell us about housing, now and for 2024. Dustin shares why construction may be past its recession and is set to expand in 2024, why lumber prices may increase with demand but won’t jump big again, and how to think about demographic demands for housing in the next decade.About Dustin JalbertDustin leads the lumber analysis on Fastmarkets RISI’s Wood Products team, where he is...
2023-12-13
1h 02
Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth
Fastmarkets' Phoebe O'Hara - EV Sales and Lithium Prices
Phoebe O'Hara of Fastmarkets provides an overview of the EV market and what it means to the lithium price. Waiver & Disclaimer If you register for this webinar/conference you agree to the following; This webinar is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. All webinar participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives...
2023-11-19
19 min
Betts on the Future
Amy Hinton | Fastmarkets FB | S01E03
Exploring Careers in the Metals Industry: A Conversation with Amy HintonJoin Jennifer Betts on Betts on the Future as she dives into the dynamic world of the metals industry. This episode features an insightful conversation with Amy Hinton, the North American scrap editor for FastMarkets. Amy shares her journey from being a linguist to one of the leading figures in the ferrous scrap market. Learn about the intricacies of metal recycling, career opportunities, and the importance of transparency in commodity markets. Perfect for anyone considering a career in the metals industry or simply curious to learn more...
2023-06-26
30 min
Battery Insiders
Podcast Episode 1: Battery Careers & Markets
Description: The podcast episode 'Battery Careers & Markets' welcomed Phoebe O'Hara, Battery Raw Materials Analyst at Fastmarkets, and was hosted by Dr. Simon Engelke, Founder & Chair of Battery Associates. In this conversation, Phoebe and Simon delve into Phoebe’s battery journey, uncovering the strategies, mindset, and values. The episode also highlights the need for diversity and representation in the battery sector. Battery Insiders podcast is available on Spotify, Apple Podcast, and YouTube, subscribe here: https://batteryinsiders.com/.
2023-06-06
13 min
Recharge by Battery Materials Review
Recharge May23 (Sodium-ion, lithium prices, Chile, Chinese EV exports, ESS potential, US emission targets)
In May's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. Cormac talks about his impressions after the Asia Fastmarkets conference including around the potential for sodium-ion batteries and their supply chain. We also discuss lithium prices, politicial issues in Chile, Chinese EV exports and their impact on the market, the potential of the ESS market and US emissions legislation which has gone widely unnoticed and could have a substantial impact.
2023-05-15
33 min
Kitco NEWS Roundtable
Uncertainty still looms over Chile's lithium industry
After Chile's President Gabriel Boric announced a nationalization plan for his country's lithium sector, miners are still striving to understand what the ruling means, noted Fastmarkets William Adams. On Friday Adams recorded Kitco Roundtable with mining audiences manager Michael McCrae and correspondent Paul Harris. Adams is head of battery metals research at Fastmarkets. Last week lithium miners dropped on news that Chile plans to nationalize its lithium sector, the world's second largest producer of the metal essential in electric vehicle batteries. The government said that nationalization would boost the count...
2023-04-28
32 min
The Global Lithium Podcast
Episode 157: Peter Hannah
Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date. We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lepidolite, the perceived threat of sodium ion batteries and much more.
2023-03-25
59 min
installHUB - Weekly Round Up
The EV Weekly Round Up - Episode 111
Thousands of new charge points are to be installed across England, the The Department for Transport (DfT) has announced.Tesla Undercuts Average US Car by Almost $5,000 in EV Shakeout.Greft EV, has announced its new electric motorcycle, the E0.12, is now open for orders.Garages that adapt to growing demand for electric vehicles will benefit from “first mover” advantage, that’s the view of BookMyGarage.com Chinese lithium prices fall 30% as demand for electric vehicles weakens according to pricing agency Fastmarkets, Ford partners with LG Energy Solution to build one of E...
2023-02-24
12 min
Recharge by Battery Materials Review
Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)
In October's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key newsflow including: feedback from the Fastmarkets European BRM conference, China update, Battery Tech, Lithium pricing & supply. This month we also interview Mark Thompson, MD of Talga Group (ASX:TLG), who talks about some of the issues in the graphite sector, introduces his company's integrated BAM project in Sweden, and gives some excellent insight into the qualification process used for new battery materials projects.
2022-10-17
1h 02
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
Barcelona, battery metals, pulp and paper, geopolitics, and the freight index
Barcelona, battery metals, pulp and paper, geopolitics, and freight index rebound are all on this week’s podcast episode with Peter Hannah from Fastmarkets, Kerry Deal, Kieran Walsh, Mopani Mkandawire and Chris Hudson.
2022-09-21
37 min
Recharge by Battery Materials Review
Recharge EU Lithium Special
The European Chemical Agency has made a proposal to the European Commission to reclassify lithium chemicals as deleterious to human health. In this Recharge Special Edition we talk to three industry experts about why they think that the ECA's proposal is flawed and the damage such a reclassification could do to the nascent European cell manufacturing and EV industry. Featuring Chris Heron, Director of Communications for the European Metals Association, Roland Chavasse, Secretary General of the International Lithium Association, and Muthu Krishna, a battery specialist from Fastmarkets.
2022-08-18
28 min
Recharge by Battery Materials Review
Recharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESS
In August's edition of Recharge, co-presenters Matt Fernley and Cormac O'Laoire discuss all the key news from the sector in July, including: what's going on in China particularly around LFMP cells; Ford's raw materials supply chain disclosures; Elon Musk's comments on lithium refining; the US Inflation Reduction Act and whether it's positive for the industry; and trends in China's BESS industry. Next month's edition will include a Q&A. Details on how to submit your question on the podcast. Please submit questions by 31st August. For listeners of the show, Fastmarkets are offering an exclusive 15...
2022-08-10
27 min
The Global Lithium Podcast
Episode 140: Mid Year Update / Listener Questions
This is a solo episode where I discuss learnings from recent travel to the Benchmark and Fastmarkets conferences, my visit to the new Lithium Americas Technical Development Center in Reno, thoughts on the "speed" of the DOE loan office and recent announcements by Ford and GM. The episode closes with a Q&A session where I take questions and rapid fire from a long time podcast listener.
2022-07-24
37 min
Building the Future Podcast
Wood Gone Wild
In Ep 52 "Wood Gone Wild", Brett connects with Senior Wood Economist Dustin Jalbert from Fastmarkets to explore the current lumber market and other complimentary markets. They discuss why the LBM Industry has had unprecedented lumber prices in recent years. Lastly, they identify some key indicators to watch to better understand and take advantage of when forecasting the future of the lumber and building materials markets. Guest: Dustin Jalbert Twitter: @2x5caster Learn More at https://buildingthefuturepodcast.com/wood-gone-wild
2022-06-29
44 min
The Global Lithium Podcast
Episode 138: Peter Hannah
Peter Hannah is the Senior Price Development Manager at Fastmarkets and one of the best young commentators in the battery metals space. We discuss: Lithium supply and demand dynamics The meaning and importance of the spot price Ponder when lithium will mature as an industry Why supply will define demand over the next few years Discuss the future of hedging lithium And why we agree $16/kg lithium carbonate won’t happen anytime soon I close this episode with thoughts on recent analyst reports, Argentina’s latest move to secure...
2022-06-04
1h 02
The Profit Investigator
Episode 5 - Breaking Down Graftech International
Listen as I talk about Michael Burry's latest data indicating a looming consumer recession, review my portfolio returns, and why I am still holding/buying Graftech International. Helpful links mentioned in the podcast:Difference between EAF and Blast Furnaceshttps://www.steelsupplylp.com/blog/electric-arc-furnace-vs-blast-furnaceGraphite Electrode Consumption Rateshttp://graphelectrode.com/wiki/calculation-method-of-graphite-electrode-consumption-of-electric-arc-furnace-electrode.htmlScrap Steel Datahttps://worldsteel.org/steel-by-topic/raw-materials/Petroleum Needle Coke Price Effectshttps://www.fastmarkets.com/insights/graphite-electrode-prices-in-china-edged-upward-on-rising-needle-coke-costs
2022-06-03
30 min
Funnelocity: the B2B Sales and Marketing Podcast
S2, Ep4: CMO Challenges in 2022 with Victor Milligan of Fastmarkets
AI, marketing automation, retaining talent, branding, keeping your pets out of Zoom calls - just a few of the things that are potentially keeping CMOs awake in 2022. Victor Milligan, Chief Marketing Officer of Fastmarkets joins Mary and Gifford in a wide-ranging (and amazingly pet-free) discussion, providing invaluable insight into his day to day world, some of his key priorities, and what it means to be a marketing leader in 2022.
2022-04-19
53 min
Odd Lots
This Is What 5% Mortgage Rates Mean Now For The Housing Market
For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the Great Financial Crisis. Then there was slow comeback and return to normal. And then amidst the pandemic, housing became insanely hot for a variety of reasons. But now housing is also a micro story, as the housing supply chain -- not a topic many people have put much thought into previously -- is a key reason why home construction is slow. So where does this all stand, now that...
2022-04-11
50 min
AgWatchers
#95 Living in the shadow of war
We chat with Masha Belikova, a grain reporter for Fastmarkets/Agricensus. Masha lives 200k from the Russia/Ukraine border. A frank discussion about what it's like living under the shadow of a conflict, the impact on grain markets, and why the western news is causing anxiety. Remember to share with your networks.
2022-01-27
36 min
Industrial Hemp Grower's Digest
Chase Hubbard with Fastmarkets/The Jacobsen
Chase Hubbard has our first "repeat performance" and gives market research and insight into the hemp industry from his role as the hemp analyst for Fastmarkets/The Jacobsen.Learn more about the National Hemp Growers’ Co-op: https://nationalhempcoop.us
2021-12-06
36 min
The Global Lithium Podcast
Episode 118 "Live from London"
The live portion of this 20 minute episode was recorded in the iconic London pub "The Dove" with Benchmark's Simon Moores, his buddy Shay, Standard Lithium CEO Robert Mintak and Standard's Chairman Robert Cross. Initially the meeting was just supposed to be lunch with Simon. When the party grew to five, it seemed like a great opportunity to pull out my IPhone and record an impromptu podcast. The "live" portion is more about people coming out of lockdown and returning to international travel than lithium. I also talk about others I met on my first international trip since March 2020. I...
2021-09-30
20 min
Podcast ABTCP
Podcast ABTCP Revista O Papel em Minutos #Setembro
O Podcast ABTCP Revista O Papel em Minutos #Setembro traz os destaques editoriais dessa edição, começando com as participações de Dienane Brandão, gerente de desenvolvimento humano organizacional da Veracel, empresa que é nossa reportagem de capa e que completou 30 anos de grandes conquistas e muito sucesso. Falando sobre os desafios da conclusão da primeira fase do projeto Puma II da Klabin, o nosso entrevistado especial, que também está nas páginas da revista, é Francisco Razzolini, diretor de tecnologia industrial, Inovação e Sustentabilidade.O podcast...
2021-09-28
23 min
Podcast ABTCP
Podcast ABTCP - Giro Setorial #5
Nesta edição, em 20 minutos, ouça as notícias que foram destaque para a cadeia produtiva do setor, com destaque para os anúncios de investimentos da #Klabin e da #CMPC. E mais - confira algumas das previsões dos especialistas para o cenário macroeconômico e da indústria de celulose e papel, a partir da Conferência Fastmarkets RISI América Latina.Este podcast conta com patrocínio master da VALMET - líder global no desenvolvimento e fornecimento de tecnologias de processo, automação e serviços para as indústrias de celulose...
2021-08-10
22 min
Tissue Online
Talk Tissue ESPECIAL – Fastmarkets RISI com Marina Faleiros
A celulose tem se tornado uma grande vilã para os fabricantes de papel tissue em 2021.Neste Talk Tissue Especial, Felipe Quintino bate um papo com Marina Faleiros, gerente editorial da Fastmarkets RISI para América Latina.Na conversa, Marina explicou como funciona o FOEX, índice utilizado para aferir os valores de comercialização da celulose, e falou sobre as expectativas do preço da matéria-prima para os próximos meses.Confira! Hosted on Acast. See acast.com/privacy for more information.
2021-07-19
22 min
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
EPISODE 58 - Iron Ore Special
This week’s podcast we are joined by Peter Hannah – Index Manager at Fastmarkets – to talk about the future of Iron Ore and the ferrous complex. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
2021-06-09
36 min
The Fort
RE #145: Stinson Dean, Ali Wolf, & Dustin Jalbert on 'What's Next for Lumber & Housing?'
Chris is joined again by Stinson Dean (Founder of Deacon Lumber) as well as Ali Wolf (Chief Economist at Zonda) and Dustin Jalbert (Fastmarkets RISI's Lumber Lead) for another deep dive into the lumber industry with an emphasis on the home building and sawmill side. On this episode, they discuss how the lumber price increase has affected the housing market, labor markets in wood products and residential employment, risks for home building & sawmills, the impact on multi-family, and a ton more. Enjoy! Follow Chris on Twitter: www.Twitter.com/FortWorthChris Learn more about...
2021-05-27
1h 51
The Fort
RE #145: Stinson Dean, Ali Wolf, & Dustin Jalbert on 'What's Next for Lumber & Housing?'
Chris is joined again by Stinson Dean (Founder of Deacon Lumber) as well as Ali Wolf (Chief Economist at Zonda) and Dustin Jalbert (Fastmarkets RISI's Lumber Lead) for another deep dive into the lumber industry with an emphasis on the home building and sawmill side. On this episode, they discuss how the lumber price increase has affected the housing market, labor markets in wood products and residential employment, risks for home building & sawmills, the impact on multi-family, and a ton more. Enjoy! Follow Chris on Twitter: www.Twitter.com/FortWorthChris Learn more about...
2021-05-27
1h 51
The Jacobsen Price Forecast
Veg Oils Forecast
Lead by Tore Alden, Senior Analyst at Fastmarkets / The Jacobsen
2021-05-21
36 min
Building Optimal
#71: Rising Lumber Costs with Senior Wood Products Economist Dustin Jalbert
If you're getting *hammered* on lumber prices, well so is the rest of America. What's happening and when will it get better? Lumber economist, Dustin Jalbert, has a few answers. Dustin leads the lumber analysis on Fastmarkets RISI's Wood Products team. He is responsible for the monthly Lumber Commentary, the North American Lumber 5- and 15-Year Forecasts, and both consulting engagements related to the North American lumber markets.Find Dustin on Twitter (@2x4caster) and on LinkedIn.Build on, and enjoy the episode!
2021-05-10
31 min
Eleva News
#4- 20.4 - Reforma administrativa começa a ter andamento.
https://valor.globo.com/politica/noticia/2021/04/20/governo-fecha-acordo-com-congresso-para-vetar-parcialmente-o-orcamento.ghtml 🔴 Reforma administrativa começa a andar na CCJ Um dos principais temas da agenda econômica do governo, a proposta de emenda constitucional (PEC) da reforma administrativa começa a dar seus primeiros passos no Congresso. Na próxima semana, deve ser divulgado oficialmente o cronograma de sete sessões de audiências públicas sobre o tema na Comissão de Constituição e Justiça (CCJ) da Câmara. https://valor.globo.com/politica/noticia/2021/04/20/reforma-administrativa-comeca-a-andar-na-ccj.ghtml 🔴 Bolsonaristas vão à Justiça para impedir Renan na CPI Apesar das pressões do governo Jair Bol...
2021-04-20
02 min
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
EPISODE 42 - Cobalt Special
This week we are joined by Charlotte Radford - minors, ores and alloys editor at Fastmarkets - to discuss the increasingly important cobalt market, alongside a brief markets update. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
2021-02-17
34 min
Valmet - Forward Talks
Market outlook in pulp and paper industry
Markets have been going through a lot of changes such as the effects of the Covid pandemic on paper production. In this first episode of 2021, we will talk about the new megatrends and analyze what we can expect from different paper grades in 2021. Our guests Alejandro Mata, Director of Europe Packaging & Graphic Paper from Fastmarkets RISI and Juho Pyrrö, Senior Manager, Strategy & Business Intelligence at Valmet open up their views on this topic.
2021-01-07
26 min
The Global Lithium Podcast
Episode 84: For Whom the Bell Tolls
Last week Altura went into receivership. A day later Pilbara had a conditional deal to purchase their neighbor. Lithium drama has moved, at least temporarily, from the Atacama to the Pilbara. I hope the acquisition happens and ultimately leads to Pilbara vertically integrating via partnerships in Europe and possibly Korea. In Argentina last week, the government of Salta announced it would allow exportation of lithium brine to have the value addition take place in another country. I think this is a short sighted decision unless it is somehow limited to a brief period of time. I explain...
2020-11-02
25 min