April 1, 2022 Carmakers will “need to become miners” – Benchmark Even if every lithium, cobalt, nickel and graphite green and brownfield project in the pipeline comes on stream “there will not be enough” raw material going into 2030.
March 31, 2022 US senator says Defense Production Act won’t move needle without fixing mining permitting “Despite his climate pledges, President Biden has done nothing meaningful to boost American mineral production," says Senator John Barrasso.
March 31, 2022 Biden invokes Cold War powers to boost EV battery production This could help stage.mining.companies access $750 million under the Defense Production Act’s Title III fund.
March 30, 2022 Biden’s battery metal push does nothing to ease mining permit bottleneck It takes a about seven to 10 years to get a mine up and running in the US, compared to two to three years in neighboring Canada.
March 30, 2022 Biden poised to use Cold War powers to boost battery metals The White House is set to add battery materials to the list of items covered by the 1950 Defense Production Act.
March 24, 2022 Commodity price spikes could signal lasting market changes – report Margins are way above historical norms, and such a drastic divergence of price and production cost cannot last indefinitely, says WoodMac.
March 17, 2022 The Metals Company signs MoU for PFS on world’s first deep-sea nodule processing plant The polymetallic nodule fields in the CCZ of the Pacific represent the largest known undeveloped nickel resource on the planet.
March 17, 2022 5 CHARTS: Mining supercycle – how soon is now? Pent-up demand, supply shocks, low stocks pushed aluminum, copper and coal prices to all-time highs, but new report suggests supercycle talk is premature.
March 17, 2022 Eramet, Suez eye EV battery recycling in France by 2024 The joint project would produce black mass, a metal concentrate containing nickel, cobalt, manganese, lithium and graphite that is suitable for hydrometallurgical refining.
March 7, 2022 In charts: EV metal demand accelerated in the second half of 2021 Surging EV sales in the Asia Pacific region brings a wall of metals demand.
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