Shows
Rock Stock ChannelFastmarkets' Lithium Outlook | Raju Daswani & Grace AsenovIn 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...2025-07-081h 00Rock Stock ChannelLithium Live Lounge - Equity Updates @Fastmarkets Las VegasIn 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...2025-07-0258 min
Chronique des matières premièresLe paradoxe du lithium, métal stratégique mais pas encore rémunérateurUne 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...2025-07-0202 min
The Power Current with Chris BerryIs the Lithium Market Cycle Close to its Bottom? Paul Lusty of Fastmarkets Believes SoIn 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.2025-07-0129 min
Fastmarkets’ Fast Forward podcastSwiping right on carbon credits: Exploring voluntary marketsWhat 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...2025-06-2450 min
Tissue OnlineParceria Suzano e Kimberly-Clark pode redefinir indústria global de tissue, diz Fastmarkets RISIEm 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.2025-06-1213 min
Fastmarkets’ Fast Forward podcastBlack gold: How big oil is fuelling change in the global EV marketWhat 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...2025-05-2750 min
The Lumber WordEP 123: The New Southern Pine Lumber Futures Contract at the CMEIn 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...2025-05-2444 minRock Stock ChannelHas Lithium Pricing Transparency Finally Arrived? Fastmarkets' William Adams and Przemek KoralewskiIn 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...2025-05-1732 minRock Stock ChannelHotter Commodities 2: Energy Security & the Critical Minerals Race w/ Fastmarkets' Andrea HotterIn 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...2025-05-0651 min
Fastmarkets’ Fast Forward podcastFrom mine to magnet: rewiring the rare earth ecosystemIn 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...2025-04-2950 min
Fastmarkets’ Fast Forward podcastChanging gear: the road ahead for autoJoin 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...2025-03-2550 min
Born ScrappyNavigating tariff implications with FastMarkets' Amy HintonIn 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...2025-02-2742 min
Fastmarkets’ Fast Forward podcastTariffs and trade: breaking China's grip on critical mineralsThe 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...2025-02-2545 min
SmarterMarkets™The State of Play in Battery Metals Episode 3 | Andrea Hotter, Special Correspondent, FastmarketsWe 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.
2025-01-2536 min
The Battery Technology PodcastEpisode 39 | Battery Material Prices: Markets, Dynamics and Outlook | William Adams | FastmarketsAs 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/
...2025-01-1346 min
Fastmarkets Live LoungeS2 E19: Ruchi Dana, Executive Board Member, Dana GroupRuchi 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.
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LinkedIn: @Fastmarkets
X: @Fastmarkets
2024-12-1122 minFastmarkets Live LoungeS2 E18: Saeed Alghafri, CEO, Emirates SteelSaeed 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.
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LinkedIn: @Fastmarkets
X: @Fastmarkets
2024-12-1127 minFastmarkets Live LoungeS2 E17: Dr. Salam Al Sharif, Chairman, Al Sharif Metals GroupDr. 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
2024-12-1130 minFastmarkets Live LoungeS2 E16: Shamla Yoosoof, Vice President - Strategic Partnerships, MetaluckShamla 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
2024-12-1118 minFastmarkets Live LoungeS2 E15: Russell Robertson, Chief Commercial Officer, Gulf Mercantile ExchangeRussell 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
2024-12-1122 minFastmarkets Live LoungeS2 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
2024-12-1124 minFastmarkets Live LoungeS2 E13: Ramy Salah, Chief Business Development, Sustainability Marketing, and Export Officer, Elmarakby SteelRamy 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
2024-12-1126 minFastmarkets Live LoungeS2 E12: Ragesh Argawal, Executive Director, RKG InternationalRagesh 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
2024-12-1116 minFastmarkets Live LoungeS2 E11: Vahid Fouladkar, Co-founder and CEO, Metal ParkVahid 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
2024-12-1116 minFastmarkets Live LoungeS2 E10: Yousef Al Sharif, Manager, Sharif Metals GroupYousef 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
2024-12-1116 minFastmarkets Live LoungeS2 E9: Norman Fong, Senior Price Reporter, FastmarketsNorman 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
2024-12-1121 minFastmarkets Live LoungeS2 E8: Nitin Kavadia, Director – Middle East & Africa, CalderysNitin 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
2024-12-1120 minFastmarkets Live LoungeS2 E7: Michael Rion, Chief Commercial Officer, Emirates SteelMichael 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
2024-12-1127 minFastmarkets Live LoungeS2 E6: Mariia Lytvyn, Global Head of Talent & Reward, Liberty Steel & GFG AllianceMariia 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
2024-12-1120 minFastmarkets Live LoungeS2 E5: Safouen Ben Brahim, Area Sales Manager, VezzaniSafouen 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
2024-12-1121 minFastmarkets Live LoungeS2 E4: Harsh Choudhry, CEO & Co-Founder, Sentra WorldHarsh 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
2024-12-1131 minFastmarkets Live LoungeS2 E3: Anna Griffin, Chief People Officer & Head of ESG, Arabian Gulf Steel IndustriesAnna 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
2024-12-1127 minFastmarkets Live LoungeS2 E2: Dr. Ankur Dana, CEO, Dana GroupDr. 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
2024-12-1130 minFastmarkets Live LoungeS2 E1: AN Venkat, CEO, Al Jazeera SteelAN 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
2024-12-1125 min
Betts on the FutureRijuta Dey | Fastmarkets | S02E23Exploring 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...2024-10-1732 minFastmarkets Live LoungeS1 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:
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2024-10-1429 minFastmarkets Live LoungeS1 E12: Emilie Bodoin, Founder & CEO, Pure LithiumEmilie 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:
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2024-10-1423 minFastmarkets Live LoungeS1 E11: Tony Sage, CEO & Chairman, Critical MetalsTony 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
2024-10-1423 minFastmarkets Live LoungeS1 E10: Lisa Rebora, Head of Lithium, EquinorLisa 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...2024-10-1426 minFastmarkets Live LoungeS1 E9: Justin Love, CEO, ION MineralsJustin 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...2024-10-1424 minFastmarkets Live LoungeS1 E8: Phoebe Whatoff, Country Director, MinviroPhoebe 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: @Fastmarkets2024-10-1421 minFastmarkets Live LoungeS1 E7: Rebecca Paisley, Ph.D, Senior Geochemist, WSPDr. 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
...2024-10-1433 minFastmarkets Live LoungeS1 E6: Bari Bean Smith, Deputy CEO - Natural Resources, County of ImperialBari 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...2024-10-1427 minFastmarkets Live LoungeS1 E5: Amanda Harsas, Finance Director, Atlantic LithiumAmanda 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
...2024-10-1419 minFastmarkets Live LoungeS1 E4: Raju Daswani, CEO, FastmarketsRaju 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...2024-10-1422 minFastmarkets Live LoungeS1 E3: Joe Lowry, President, Global Lithium LLCJoe 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:
2024-10-1431 minFastmarkets Live LoungeS1 E2: Ashley Zumwalt-Forbes, US Deputy Director for Batteries and Critical Materials (MESC), U.S. DOEAshley 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...2024-10-1430 minFastmarkets Live LoungeS1 E1: Teague Egan, CEO, EnergyXTeague 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
2024-10-1433 min
Betts on the FutureBetts on the Future: Episode 38 | Fastmarkets | Rijuta DeyThis 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.2024-10-0700 min
Fastmarkets’ Fast Forward podcastTrading power: The LME's role in the energy transitionIn 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.
2024-09-2454 min
Fastmarkets’ Fast Forward podcastThe lithium lifeline: navigating the future of energy storageJoin 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...2024-08-2748 min
Fastmarkets’ Fast Forward podcastExploring the copper industry's futureIn 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.
2024-07-3050 min
Recharge by Battery Materials ReviewRecharge 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?2024-07-2228 minRock Stock ChannelThe Future of EV Sales and Lithium Demand. Fastmarkets' CEO Raju Daswani and Grace AsenovINDEX:
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...2024-07-1940 min
Fastmarkets’ Fast Forward podcastGeopolitics and the energy transitionIn 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.
2024-06-2545 min
Fastmarkets’ Fast Forward podcastThe next battery boom: predicting material demands in 2030Our 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.
2024-05-2843 minRock Stock ChannelE102: Fast & Furious Part 2. Fastmarkets' Jordan RobertsINDEX:
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...2024-05-1153 min
Fastmarkets’ Fast Forward podcastHow 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?
2024-04-2345 min
Fastmarkets’ Fast Forward podcastFast Forward series trailerFast Forward is the brand new critical minerals and battery raw materials podcast from Fastmarkets. Listen to the teaser trailer.
2024-03-2800 min
The Innovators’ Exchange by Oliver WymanRaju Daswani, CEO of Fastmarkets on Transforming Commodity Markets With DataIn 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.2024-02-0828 minSmarterMarkets™Setting Course Episode 5 | Andrea Hotter, Special Correspondent, FastmarketsOn 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.
2024-02-0347 min
Top of MindFastmarkets’ Dustin Jalbert on What Lumber Can Tell Us About 2024In 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...2023-12-131h 02
Bloor Street Capital | Jimmy Connor Growing and Protecting My WealthFastmarkets' Phoebe O'Hara - EV Sales and Lithium PricesPhoebe 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...2023-11-1919 min
Betts on the FutureAmy Hinton | Fastmarkets FB | S01E03Exploring 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...2023-06-2630 min
Battery InsidersPodcast Episode 1: Battery Careers & MarketsDescription: 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/.
2023-06-0613 minRecharge by Battery Materials ReviewRecharge 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.
2023-05-1533 min
Kitco NEWS RoundtableUncertainty 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...2023-04-2832 min
The Global Lithium PodcastEpisode 157: Peter HannahPeter 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.2023-03-2559 min
installHUB - Weekly Round UpThe EV Weekly Round Up - Episode 111Thousands 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...2023-02-2412 minRecharge by Battery Materials ReviewRecharge 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.
2022-10-171h 02
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor ServicesBarcelona, battery metals, pulp and paper, geopolitics, and the freight indexBarcelona, 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.2022-09-2137 min
Recharge by Battery Materials ReviewRecharge EU Lithium SpecialThe 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.
2022-08-1828 minRecharge by Battery Materials ReviewRecharge Aug22 (LFMP/Ford raw materials/Elon Musk & lithium/Inflation Reduction Act/China ESSIn 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...2022-08-1027 minThe Global Lithium PodcastEpisode 140: Mid Year Update / Listener QuestionsThis 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.2022-07-2437 min
Building the Future PodcastWood Gone WildIn 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-wild2022-06-2944 min
The Global Lithium PodcastEpisode 138: Peter HannahPeter 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...2022-06-041h 02
The Profit InvestigatorEpisode 5 - Breaking Down Graftech InternationalListen 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-costs2022-06-0330 min
Funnelocity: the B2B Sales and Marketing PodcastS2, Ep4: CMO Challenges in 2022 with Victor Milligan of FastmarketsAI, 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.
2022-04-1953 min
Odd LotsThis Is What 5% Mortgage Rates Mean Now For The Housing MarketFor 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...2022-04-1150 min
AgWatchers#95 Living in the shadow of warWe 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.
2022-01-2736 min
Industrial Hemp Grower's DigestChase Hubbard with Fastmarkets/The JacobsenChase 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 2021-12-0636 minThe Global Lithium PodcastEpisode 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...2021-09-3020 min
Podcast ABTCPPodcast ABTCP Revista O Papel em Minutos #SetembroO 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...2021-09-2823 min
Podcast ABTCPPodcast ABTCP - Giro Setorial #5Nesta 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...2021-08-1022 min
Tissue OnlineTalk Tissue ESPECIAL – Fastmarkets RISI com Marina FaleirosA 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.2021-07-1922 min
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor ServicesEPISODE 58 - Iron Ore SpecialThis 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/2021-06-0936 min
The FortRE #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...2021-05-271h 51The FortRE #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...2021-05-271h 51
The Jacobsen Price ForecastVeg Oils ForecastLead by Tore Alden, Senior Analyst at Fastmarkets / The Jacobsen2021-05-2136 min
Building Optimal#71: Rising Lumber Costs with Senior Wood Products Economist Dustin JalbertIf 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!2021-05-1031 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...2021-04-2002 min
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor ServicesEPISODE 42 - Cobalt SpecialThis 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/2021-02-1734 min
Valmet - Forward TalksMarket outlook in pulp and paper industryMarkets 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.
2021-01-0726 minThe Global Lithium PodcastEpisode 84: For Whom the Bell TollsLast 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...2020-11-0225 min