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Latest Market News

South Korea's LGES inks $1.4bn EV battery deal

  • Spanish Market: Battery materials, Metals
  • 08/12/25

South Korea's leading battery maker, LG Energy Solution (LGES), has signed a $1.4bn multi-year electric vehicle (EV) battery supply deal with German carmaker Mercedes-Benz.

Under the deal, LGES will supply EV batteries to Mercedes from March 2028 through the end of June 2035 across Europe and North America, according to a regulatory filing dated 8 December. Further details were undisclosed.

LGES and Mercedes had previously concluded two supply agreements in September for 107GWh of EV batteries, strengthening Mercedes' role as a key driver of LGES' future revenue stream.

But LGES has increasingly shifted its focus this year toward the energy storage systems (ESS) sector. Ther company's Polish plant — the largest in the region with 86GWh/yr of capacity — has begun converting part of its EV production lines to meet rising ESS demand, said the firm. In June, LGES also started producing lithium-iron-phosphate batteries for ESS in the US, becoming the first among major South Korean battery makers, including Samsung SDI and SK On, to do so.

LGES' average international operating rates across its battery manufacturing facilities fell further to 50.7pc in July-September, down from 51.3pc in the first half of the year and 59.8pc during the same period a year earlier.

By Joseph Ho

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09/12/25

Smackover Lithium may get $1bn in loans

Smackover Lithium may get $1bn in loans

Houston, 9 December (Argus) — US lithium developer Smackover Lithium has gotten expressions of interest from three export credit agencies (ECAs) for over $1bn in loans to build the first phase project in southwest Arkansas. The Export-Import Bank of the US and Export Finance Norway were two of the ECAs, Smackover Lithium said. It did not disclose the third. Smackover Lithium is a joint venture between US lithium developer Standard Lithium and Norway energy company Equinor. The funding would help finance the estimated $1.5bn South West Arkansas project. Smackover Lithium said it will negotiate with lenders if cost overruns occur. The project will use direct lithium extraction technology to produce 22,500 metric tons (t)/yr of lithium carbonate. Construction is scheduled to begin in 2026, with first production expected in 2028. Smackover Lithium estimated an average cash operating cost of $4,516/t. Argus' weekly US battery grade lithium carbonate assessment was unchanged today at $10.20-11.40/kg ddp. By Carol Luk Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Brazil steel quotas fill ahead of AD ruling

09/12/25
09/12/25

Brazil steel quotas fill ahead of AD ruling

Sao Paulo, 9 December (Argus) — Brazilian importers moved quickly to secure most quota allocations for cold-rolled coil (CRC) and coated steel ahead of upcoming anti-dumping rulings. The CRC probe has exceeded its expected deadline and could conclude before year-end, while the coated steel case is scheduled for 12 January. Duties on targeted products are likely to exceed $200/metric tonne (t), market participants said, citing previous anti-dumping decisions in Brazil. Importers can still benefit from the quota system, which is less restrictive than the potential anti-dumping tariffs. Importers can bring in up to 93,478t of CRC and 293,239t of coated steel under lower tariffs within the 10-12pc range. Volumes exceeding this threshold are subjected to 25pc tariffs. Buyers claimed 21,600t of CRC in 19 November-2 December, up from 7,000t bought from 5-19 November. The coated steel 293,239t quota allocation has been 75pc filled in the first six weeks of quota renewal. Quota volumes reset every four months, reducing import costs on 19 steel products. Each company is allocated a volume based on its import history. Once that limit is reached, buyers have two options: pay a 25pc tariff or wait for the next quota period, which begins on 24 February. Buyers filled 294,985t of the 497,130t total quota for the four-month period ending 23 February. Nearly 60pc of the allocation has been filled in just six weeks since volumes reset. By Isabel Filgueiras Brazil steel import quotas metric tonnes Product Full Quota Consumed by 2-Dec Difference from 19-Nov Balance by 2-Dec Share consumed (%) Hot-rolled HRC, ≥600mm wide, 4.75–10mm thick 1,285 157 0 1,128 12.2 HRC, ≥600mm wide, 3-4.75mm thick 3,111 57 57 3,054 1.8 HRC, ≥600mm wide, ≤3mm thick, ≥275 MPa 9,520 2,967 2,832 0 31.2 HRC, ≥600mm wide, ≤3mm thick 23,490 4,799 2,239 18,691 20.4 HRC, ≥600mm wide 9,798 2,512 1,359 7,286 25.6 Flat-rolled, ≥600mm wide 468 96 0 372 20.6 Cold rolled CRC, ≥600mm wide, 1-3mm thick 47,950 31,613 11,847 16,337 65.9 CRC, ≥600mm wide, 0.5-1mm thick 36,255 22,869 5,680 13,386 63.1 CRC, ≥600mm wide 9,273 6,311 4,088 2,962 68.1 Galvanized HDG, ≥600mm wide, <4.75mm 144,286 98,198 12,318 46,088 68.1 GL, ≥600mm wide 147,038 110,154 -122 36,884 74.9 HDG, ≥600mm wide 1,915 946 208 969 49.4 Wire rod Wire rod, circular section <14mm dia 32,535 4,770 133 27,765 14.7 Tubes Seamless tubes ( oil, gas industry) 6,295 2,480 591 3,815 39.4 Submerged arc welding steel pipes, >406.4mm OD 490 16 16 474 3.4 Welded circular steel pipes, >406.4mm OD 420 34 0 386 8.1 Welded circular (oil, gas industry) 1,679 387 20 1,292 23.0 Beams I-beam, ≥80mm 17,121 5,300 335 11,821 31.0 H-beam, ≥80mm 4,201 1,319 0 2,882 31.4 Source: Siscomex Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Mexico inflation accelerates to 3.8pc in November

09/12/25
09/12/25

Mexico inflation accelerates to 3.8pc in November

Mexico City, 9 December (Argus) — Mexico's inflation quickened to an annual 3.8pc in November, driven by acceleration in fruit and vegetable prices and rising core inflation. The consumer price index (CPI) accelerated from 3.57pc in October, statistics agency Inegi said Tuesday, after accelerating to 3.76pc in September from 3.51pc in July, which was the lowest annual headline inflation rate since December 2020. Core inflation, which excludes volatile food and energy prices, sped up to 4.43pc from 4.28pc in October. This marked a seventh month above the 4pc level — the high-end of the central bank's target inflation range. Within core, consumer goods inflation accelerated to 4.37pc in November from 4.12pc in October, while services quickened to 4.49pc in November from 4.44pc in the previous month. The three largest contributors to CPI in November, as weighted by Inegi, were electricity rates, with the end of seasonal subsidies, fares for secondary public transportation and tomato prices. Non-core inflation accelerated in November to 1.73pc from 1.18pc in October. Agriculture prices, particularly fruit and vegetable prices, have been slowed this year by favorable climate conditions. But a change is emerging. And while annual inflation for fruit and vegetables contracted 7.79pc in November, this compares to the 10.27pc annual contraction the previous month. The segment has seen rising inflationary pressure, noted Banorte, driven by extreme rainfall in several states in October and nationwide roadblocks in November organized by freight truck associations. Energy prices slowed to 0.54pc from 1.07pc in October, with Banorte noting "remarkable stability" in the segment for most of 2025, "aided by government actions and favorable international benchmarks. However, the latter have been mixed recently, with improvements for gasoline but higher prices in both natural and LP gas." November headline and core inflation surprised to the high side, surpassing forecasts of 3.76pc for the headline print and 4.36pc for core at Banorte. Banorte noted the latest data positions headline and core inflation to be above the central bank's year-end forecasts of 3.5pc and 4.1pc, respectively. However, Banorte expects the central bank to issue an additional quarter-point rate cut to its target interest rate to 7.00pc from 7.25pc, when it meets 18 December — citing dovish remarks in the central bank's quarterly presentation. By James Young Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Derailment shuts Australian fertilizer, Cu line: Update

08/12/25
08/12/25

Derailment shuts Australian fertilizer, Cu line: Update

Adds timeline for reopening in paragraph 2 Sydney, 8 December (Argus) — Australia's Mount Isa rail line remains shut after three locomotives and a wagon carrying zinc and copper derailed on 5 December. Repairs are underway and all freight is being held until further notice, Australian rail operator Queensland Rail told Argus on 8 December. Argus understands that the railway will reopen this evening. The derailed freight was carrying zinc and copper from Glencore's operations in Mount Isa and there was no major spillage, Glencore said. The last closure of the railway was caused by torrential rains in February and lasted for 11 days . The railway runs around 900km east to Townsville from Mount Isa transporting mainly fertilizer, concentrates and cement. Australian fertilizer distributor Incitec Pivot uses Townsville port to export ammonium phosphate fertilizers from the 769,000 t/yr Phosphate Hill manufacturing plant 160km south of Mount Isa. MAP and DAP exports from Townsville reached 443,900t in January-October, Australian Bureau of Statistics data show. Australian phosphate producer PRL made its first shipment of phosphate rock since acquiring the 650,000 t/yr Ardmore mine via the port of Townsville. By Susannah Cornford Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Derailment closes Australian fertilizer and copper line

08/12/25
08/12/25

Derailment closes Australian fertilizer and copper line

Sydney, 8 December (Argus) — Australia's Mount Isa rail line remains shut after three locomotives and a wagon carrying zinc and copper derailed on 5 December. Repairs are underway and all freight is being held until further notice, Australian rail operator Queensland Rail told Argus on 8 December. The derailed freight was carrying zinc and copper from Glencore's operations in Mount Isa and there was no major spillage, Glencore said. The last closure of the railway was caused by torrential rains in February and lasted for 11 days . The railway runs around 900km east to Townsville from Mount Isa transporting mainly fertilizer, concentrates and cement. Australian fertilizer distributor Incitec Pivot uses Townsville port to export ammonium phosphate fertilizers from the 769,000 t/yr Phosphate Hill manufacturing plant 160km south of Mount Isa. MAP and DAP exports from Townsville reached 443,900t in January-October, Australian Bureau of Statistics data show. Australian phosphate producer PRL made its first shipment of phosphate rock since acquiring the 650,000 t/yr Ardmore mine via the port of Townsville. By Susannah Cornford Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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