Tag Archives: europe
How Europe’s Black Mass Refineries Are Reshaping Battery Mineral Economics
Black mass refining is turning shredded lithium-ion battery waste into battery-grade inputs, with Europe expecting recycling to cover 10–20% of lithium and cobalt demand by 2030.…
Copper Smelters in Europe Are Redesigning Operations Around Power Trading
Soaring and volatile electricity prices since 2022 are pushing European copper smelters to treat power procurement like a risk-managed trading activity—using long-term PPAs, flexible scheduling, and…
Oil, TTF gas and EU carbon lift higher in late March as Middle East risk returns
In the fourth week of March, Brent oil futures swung from a low near $99.94/bbl to $112.57/bbl by March 27, while TTF gas ended the week…
Europe’s power market cools but stays erratic: Iberia hits record lows as gas eases
Electricity prices across much of Europe fell during the fourth week of March after opening the period with elevated daily levels, while Iberian markets plunged to…
Europe power demand firms in late March as forecasts point to early-spring pullback
Electricity demand rose during the week of March 23 across most major European markets, led by a 4.4% increase in France. However, AleaSoft Energy Forecasting expects…
Solar and wind generation trends lift southern Europe’s power mix, with Spain and Italy setting March records
Across the week of March 23, solar photovoltaic output rose in most major southern European markets, led by Portugal’s 31% jump. Spain and Italy also hit…
Europe’s Critical Minerals Push Faces a Refining Bottleneck as Batteries Scale Up
Europe is expanding its critical minerals and battery materials footprint from mining to manufacturing, but refining capacity remains the key constraint. As gigafactories ramp up, companies…
EU targets battery-chain bottlenecks with €22.5bn industrial spending push
The European Union has outlined a roughly €22.5 billion investment pipeline under the [[PRRS_LINK_1]], directing most funding to battery materials and expanding lithium refining and recycling…
Hydrogen and electrification reshape Europe’s metals—investors face steep CAPEX, but EU carbon rules may tilt returns
Europe’s steel and non-ferrous sectors are moving toward hydrogen-based production and electrification as carbon pricing and regulation tighten, requiring large upfront investment. The shift hinges on…
European smelters and refiners are being re-priced by electricity—grid access now shapes margins
In Europe’s metals processing, electricity prices and grid access are increasingly outweighing traditional cost drivers like feedstock availability and labor. With power able to account for…