August 14, 2023 US Steel soars after it rejects $7.25 billion Cliffs bid Cliffs said it submitted the proposal privately on July 28 and received a rejection letter on Sunday that called the offer “unreasonable.”
August 14, 2023 Yellen warns of risks of over-concentration of clean energy supply chains China holds at least 60% of the world’s manufacturing capacity for most mass-manufactured technologies.
August 14, 2023 Graphic: Surpluses, low prices to remain a feature of cobalt market Surging supplies of cobalt from Indonesia and Africa are forecast to outpace demand from EVs.
August 13, 2023 Zimbabwe stockpiles 300,000 carats of diamonds Stockpiling follows new regulations that compel miners to pay half of their royalties using commodities.
August 11, 2023 A vicious cycle of rising resource nationalism Global warming has raised the economic status and political importance of critical minerals, but with that also comes an increased risk of resource nationalism across the globe.
August 11, 2023 Market is mispricing impact of Biden’s Inflation Reduction Act, Goldman says An analysis by Goldman Sachs suggests the IRA will channel as much as $3.3 trillion into renewable technologies and other areas over the coming decade.
August 11, 2023 Moon mining – Why major powers are eyeing a lunar gold rush Russia launched its first moon-landing spacecraft in 47 years on Friday.
August 11, 2023 Chile’s President blocks push for private lithium concessions President Boric's strategy only grants lithium licences to public-private partnerships under government control.
August 10, 2023 RANKED: World’s largest clay and hard rock lithium projects Junior miners are piling into the lithium market with competing new projects and the US state of Nevada is the emerging hotspot.
August 10, 2023 Assassination in Ecuador spurs investor rethink of elections “Some investors may be interpreting that the more moderate candidates have a better chance of performing well in the upcoming elections,” analyst said.
GRAPH: Cobalt price plunge and the EV market Cobalt prices have plummeted to their lowest level since 2016, as a deluge of supply overwhelms stagnating demand from the electric vehicle […] February 11, 2025 | 04:03 pm
China funnelled $57 billion to control critical mineral supply chain A network of at least 26 state-backed banks has helped Beijing tighten its grip on critical minerals over the past two decades. February 05, 2025 | 11:00 am
GRAPH: The mining and Nvidia solar system The Top 50 is now trading $480 billion below the peak hit in the second quarter of 2022 February 05, 2025 | 10:05 am
Silvercorp acquisition of Adventus hits roadblock Lawsuit challenging the environmental permit for the target company’s project in Ecuador emerges as bone of contention. July 10, 2024 | 12:13 pm