Explore the hot topics in commodity markets: timely intelligence and analysis, all in one place

At CRU, we are committed to delivering independent intelligence that empowers decision-makers across global commodity markets. Our experts continuously monitor developments influencing supply chain dynamics; from geopolitical flashpoints and policy shifts to market volatility and sector-specific trends.  

This hub brings together our most timely and trusted insights, enabling businesses to stay informed on the hot topics for commodity markets and navigate an increasingly complex global landscape with confidence. 

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DRC cobalt controls and Chinese lithium supply reform: stopgap or structural shift?

 

Policy is distorting battery raw material markets. The DRC’s cobalt export ban has driven prices to multi‑year highs and is slated to be replaced by a complex export‑quota regime from 15 October. In China, supply reforms have closed two lithium operations, causing prices to spike, with another seven at risk of closure. The impacted mines must resubmit reserve and resource assessments immediately. While supply reforms are only expected to provide short-term price support for lithium, the impact of the DRC's cobalt curbs may represent more of a structural shift.

In our upcoming webinar, our battery market experts will discuss the extension of the DRC export ban and what to expect from the quota system, with a look at the Jianxiawo closure—when it is expected to resume—and the risk to other mines in China. 

Read more about the webinar
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Fourth generation LFP battery technology will upheave the industry

 

Lithium iron phosphate (LFP) battery technology has gained importance for affordability in electric vehicles (EV) and as the dominant chemistry in energy storage systems, given its superior cost and longevity. It is now in its 4th generation and constitutes a technological breakthrough and a fundamentally different material standard.

Its emergence has far-reaching implications that could upheave global battery investments, supply chain dynamics, market competition and geopolitics.

Explore our key takeaways