Global Battery Anode Materials Study
Battery anode markets are evolving as graphite supply, emerging material innovations, and rising EV and ESS demand reshape production strategies, regional integration, and long‑term competitiveness.
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Battery anode markets are evolving as graphite supply, emerging material innovations, and rising EV and ESS demand reshape production strategies, regional integration, and long‑term competitiveness.
CO₂ utilization is advancing as new conversion technologies, supportive policies, and scaling regional projects create fresh pathways for turning captured emissions into valuable products.
Methanol’s outlook is shifting as evolving technologies, cleaner fuel applications, and changing project pipelines influence its role in global chemical and energy systems.
Crude eased while gas, coal and naphtha strengthened. Olefins and polymers prices declined globally amid weak demand and ample supply, with margins broadly stable to weaker across most regions.
Steel, the backbone of construction, automotive, and infrastructure, is pivotal to industrial growth and the energy transition. Today, its outlook is shaped by decarbonization mandates, surging demand for green steel, and evolving scrap recycling dynamics.
In this issue we cover: mixed global economic signals, shifting commodity prices, evolving energy and gas markets, rising consolidation across sectors, and margin pressures in chemicals alongside strengthening power, mining, and downstream industry trends.
Crude declined on higher supply while gas and coal strengthened. Ethylene, MEG and PP prices fell globally, PE was flat to lower, and margins were mixed to weaker across regions amid soft demand.
Ammonia’s role is shifting as new technologies, policy pressures, and regional infrastructure changes influence its future pathways across global energy and chemical markets.
Crude was mixed while gas, coal, and propane strengthened. Olefins prices were mixed, but PE, PP, and MEG margins broadly weakened across regions amid soft demand and higher costs.
Crude and gas softened, easing feedstock costs, but oversupply and weak demand pushed ethylene, propylene, PE and PP prices lower. Margins were mixed, with regional and route‑specific exceptions.