The global commodities markets for battery-grade materials are in a state of flux and facing a period
of sustained challenge and uncertainty since Russia’s invasion of Ukraine in February 2022. While
disruptions to base metals/mineral markets have been less severe than those experienced in other
markets, such as energy and some food commodities, there has been significant disruption to Russia’s
production and exports of aluminium and nickel and other metals used for battery-grade materials in
electric vehicles (EVs). Sanctions imposed by the global community have affected prices, which have risen
sharply, and unleashed a series of knock-on consequences.
While these challenges have been compounded at a worldwide level by reduced production elsewhere, the
situation has also created opportunity for other regions to capitalise upon, but only those mining operators that
adopt a smart and long-term approach will get to realise real value across the chain of supply and demand. This
paper will outline the state of play, challenges, and opportunities at play.
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