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Petrochemicals reports
Global cathode and precursor market investment horizon outlook- Q3 2023
Uncertainty has plagued global markets for the past few years. Lithium-ion battery cathodes are not excluded from this, despite the high growth. Ra...
Porthos – Rotterdam’s refining saviour?
Refining margins will remain healthy through the 2020s but will start to decline by 2030 as global demand peaks, new large refineries emerge in Asi...
Kwinana - Lithium refinery
Operated by Tianqi Lithium, the Kwinana lithium refinery produces lithium carbonate and is located in Western Australia, Australia. The plant was j...
Ratones & Centenario - Lithium brine project
Operated by Eramine Sudamérica S.A, Ratones & Centenario is a lithium brine project located in Salta, Argentina. Ratones & Centenario is owned by E...
Global graphite investment horizon outlook - Q3 2023
Graphite is in the middle of a transition from traditional steel-related uses towards use in lithium-ion batteries. However, the market has been ch...
China Economic Focus November 2023: China, energy transition and deglobalisation
The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the marke...
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