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01.09.26 - 11:36
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LG Energy Solution sichert sich US-Lithium für zehn Jahre (Electrive)
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LG Energy Solution hat mit Smackover Lithium einen langfristigen Liefervertrag geschlossen. Ab 2029 will der Batteriehersteller jährlich 8.000 Tonnen Lithiumcarbonat aus Arkansas beziehen für seine wachsende US-Produktion von Batterien für Elektroautos und stationäre Speicher....
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01.09.26 - 06:06
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LG Energy Solution secures long-term US lithium supply (Digitimes)
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LG Energy Solution has signed a long-term supply agreement with Smackover Lithium for battery-grade lithium carbonate, a move that could strengthen supply chains for energy storage systems and electric vehicles at a time when global demand for critical minerals remains tight....
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31.08.26 - 17:54
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Steel Rally May Be Near Its Peak: Analyst (Bloomberg)
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Wells Fargo's Equity Research Analyst Timna Tanners pours cold water on the steel rally, warning that high prices could attract imports and face pressure from new domestic capacity. She calls Canada's looming counter-tariffs largely symbolic and explains why Nucor and Steel Dynamics could outperform if steel prices retreat. (Source: Bloomberg)...
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31.08.26 - 17:36
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LG Deal Advances Arkansas Lithium Project (Bloomberg)
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Standard Lithium CEO David Park joins Bloomberg Open Interest on the company's new deal with LG Energy Solutions and how it could unlock financing for a major US lithium project. He also warns China's dominance of lithium chemicals poses a strategic threat and says booming demand from AI data centers, energy storage, EVs and defense could reshape the domestic lithium market. (Source: Bloomberg)...
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31.08.26 - 16:12
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BT on track for estimated £2bn windfall from selling old copper amid AI boom (The Guardian)
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Telecoms company to benefit from rollout of full-fibre broadband and soaring prices for recycled metalBT is on track for an estimated £2bn-plus windfall over the next decade from selling off old copper cabling, as it cashes in on soaring prices amid the AI market frenzy and switches the UK's network to full-fibre broadband.Copper is one of the main beneficiaries of the “electrification of everything”, essential for the rapid growth of AI data centres, electronics and the fast-growing renewable energy industry. Continue reading......
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