Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentiment has cooled off a red-hot market and cast doubt on the future of domestic lithium supply for North America’s electric vehicles and other energy transition applications.
S&P Global Commodity Insights metals editor Nick Lazzaro speaks with Viral Shah, managing editor for low carbon and base metals in EMEA, and Adriana Carvalho, senior managing editor for Americas metals markets, about the changing dynamics in global lithium markets this year, new pricing trends in the US, and the future prospects for North American lithium supply.
Register for Global Power Markets Conference
S&P Global Commodity Insights events
Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on
It's a bumpy road ahead for North American electric reliability amid energy transition
The Waiting is the Hardest Part: Global polymer markets awaiting rebound in domestic China demand
Australian wheat a likely beacon of hope amid Black Sea uncertainty
India's energy options and the roadmap ahead
Everything, everywhere, all at once: US power market challenges post-IRA
Food vs fuel security - is agricultural gene editing the solution?
For global petrochemicals, what went up is coming down…down…
Algorithmic trading and power markets: challenges and opportunities in Europe's energy crisis
Global oil and gas markets dramatically transformed by a year of conflict in Ukraine
The return of Freeport LNG
Have LNG and gas markets returned to normality in 2023?
The Black Sea wheat trade: Navigating political turmoil and supply shortages
Copper markets eye easing concentrate supply in 2023, but short-term market is tight
Agriculture in a warming world: How will climate change impact our food?
Navigating change in Baltic and Black Sea shipping
Government subsidies have shifted the refined products landscape in Latin America
What’s next for container freight as environmental regulation looms?
After Q3 earnings, is the US still in ‘drill baby drill’ mode?
The future of Brazilian sugar and biofuels under a new(ish) president
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast