Forget about battery materials, the place to be is alloys, both ferrosilicon and manganese alloys have doubled in price recently. Ferrosilicon rises to the highest price ever in Europe, USA and Asia.
OM Sarawak the largest producer in Asia outside China
With the draconian cutbacks in Chinese steel production domestic ferroalloy consumption is falling but why are some of the ferroalloy prices rising? One answer could be commodities, like 4% C ferrochrome have no external markets while ferroalloys like ferrosilicon have active export market.
Column 1 0 Why are some Chinese ferroalloy prices rising despite draconian cutbacks in steel?by alanpatrickryan
https://intherightvein.com/2021/09/...s-rising-despite-draconian-cutbacks-in-steel/
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