Redwood Materials, a US-based recycler, will recycle end-of-life batteries from BMW electric vehicles in the US through a new partnership established last week. Between 2023 and 2035, scrap from end-of-life batteries in North America is forecast to have a compound annual growth rate (CAGR) of 35% reaching over 100 gigawatt-hours (GWh) per year, according to […]
> An emphasis on America-first supply chains when President-elect Donald Trump takes office in 2025 could increase the need for battery recycling in the US. However, much of the country’s recycling capacity is targeted at the production of black mass from scrap, rather than processing it all the way to usable battery chemicals. “Trump has placed […]
> China has postponed the implementation of its expanded rare earth export controls announced in early October following high-level US-China trade negotiations in South Korea this week. It marks a temporary easing in what had become an escalating front in the tit-for-tat US–China trade confrontation. The announcement follows extensive economic and trade consultations in Kuala Lumpur, […]
> Black mass markets in Q3 2025 were largely shaped by China’s lifting of import restrictions on 1 August, which re‑routed trade flows. Outside of China, this has created a two-tier market divided by compliance with Chinese custom’s quality controls. Compliant material commanded high premiums (79%–84%), while producers of non‑compliant batches struggled to clear material, trading […]
> The mining industry accounted for ~5% of global carbon emissions last year, with roughly half originating from mining vehicles. Electrifying mine sites offers an opportunity for miners to cut emissions while also reducing costs. With 30%–50% of a mine’s energy costs attributed to diesel, replacing internal combustion fleets can deliver significant savings. “Mining electrification is […]
> Rho Motion analysts attended the recent RE+ event in Las Vegas Nevada, the largest clean energy event in North America. RE+ is a pivotal opportunity to put the finger on the pulse of the US energy transition, and this year provided insights into investor sentiment and technology developments. Notable product launches from Tesla and e-STORAGE […]
> Li-Cycle and Redwood Materials, both headquartered in North America, have recently made moves into the European market as they look to tap into the demand generated by recent European legislation. Last month, Li-Cycle opened its plant in Germany, while Redwood said it would acquire Redux Recycling, a German recycler, for an undisclosed sum. The deals […]
> US President Donald Trump this week secured major investments in US-based projects from Japan and South Korea covering critical minerals, stationary storage, and other high-priority sectors, as part of trade agreements to lower US tariff barriers. The trade deals come ahead of a high-level meeting between President Trump and Chinese President Xi Jinping – the […]
> Following the continued evolution of the lithium ion battery supply chain, and as part of its rolling methodology review process, Benchmark Mineral Intelligence announces the opening of the 2025 annual public consultation period, for comment on Benchmark’s market-leading price assessment methodologies for lithium, nickel, cobalt, natural graphite, synthetic graphite, anode, cathode, black mass and rare […]