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KPM Weekly - Issue 33 (Nov. 25, 2024)

The KPM Weekly reports on how Latin America is set to maintain its copper leadership, with the region accounting for 50% of the world’s copper reserves. Does deep-sea mining add up economically? Our reporters also investigate whether claims of non-economic feasibility are accurate. Additionally, this issue looks into a Strategy& survey tracking consumer EV interest globally.

Fresh data on China’s battery materials trade flows shows that Chinese flake and synthetic graphite imports dropped 97% and 47%, respectively. Meanwhile, exports of NCA precursor and LFP cathode materials surged over 1,000%. Be sure to explore all the data, prices and news in the report; plus a Q&A with Sarah Montgomery, the ceo of Infyos – a company that uses AI to help companies identify and mitigate risks across the supply chain.