Wednesday, 22 January 2025

Focus on Minerals

FILE PHOTO: A view of a lithium mine in Yichun, Jiangxi province, China March 30, 2023. REUTERS/Staff/File Photo
AnalysisBusinessCritical MineralsEconomyElectric Vehicles (EVs)ElectricityIndustryMiningPoliticsSemiconductorStorageTrade

Analysis: Lithium supply surplus set to stay with battery makers’ help

Global lithium oversupply persists as Chinese-backed mines defy weak prices, sustaining EV battery production but hurting profits.

FILE PHOTO: The logo of Anglo American is seen on a jacket of an employee at the Los Bronces copper mine, in the outskirts of Santiago, Chile March 14, 2019 Picture Taken March 14, 2019. REUTERS/Rodrigo Garrido/File Photo
BusinessClimateCritical MineralsEmissionsEnvironmentIndigenousMiningNewsPoliticsRegulations

Chile regulator charges Anglo American mine over environmental violations

Chile charges Anglo American's El Soldado mine with environmental violations, risking closure or a $12M fine without compliance.

Lundin Mining logo is seen in this undated handout photo. THE CANADIAN PRESS/HO-Lundin Mining *MANDATORY CREDIT*
BusinessCritical MineralsMiningNews

Lundin selling pair of mines in Europe to Boliden AB in deal worth up to US$1.52B

Lundin Mining Corp. has signed a deal to sell a pair of mines in Europe to Boliden AB in an agreement valued at...

Although gasoline vehicles do not call for graphite, electric vehicles (EVs) require an average of 136 pounds (61.7 kilograms) of the material, CSIS said (AFP)
Critical MineralsElectric Vehicles (EVs)IndustryNewsPoliticsSemiconductorTradeTransport

US clean energy, defense to be impacted by China export curbs

Beijing announced this week it would ban exports of gallium, germanium and antimony to the US, targeting materials used in climate tech.

FILE PHOTO: The flag of China is placed next to the elements of Gallium and Germanium on a periodic table, in this illustration picture taken on July 6, 2023. REUTERS/Florence Lo/Illustration/File Photo
Critical MineralsMineralsNewsPoliticsTrade

Rattled by China, West scrambles to rejig critical minerals supply chains

Beijing's fresh mineral export restrictions bring added urgency for Western players to cut their reliance on minerals from China.

FILE PHOTO: View of a Wolfspeed's Silicon Carbide (SiC) Wafer during an event on the future of the decommissioned coal-fired power plant in the Western German Saarland region in Ensdorf, Germany, February 1, 2023. REUTERS/Thilo Schmuelgen/File Photo
BusinessCritical MineralsElectric Vehicles (EVs)NewsSemiconductor

Mersen delays targets by two years on weak materials demand for EVs

"2025 will be a year of transition for Mersen due to a temporary slowdown in the electric vehicle and SiC semiconductor markets."

Nelson Chang, left, Chairman of TCC Group, E-One Moli Energy (Canada), shakes hands with Prime Minister Justin Trudeau after a news conference at the lithium battery manufacturer, in Maple Ridge, B.C., on Nov. 14, 2023. THE CANADIAN PRESS/Darryl Dyck
BusinessCritical MineralsEconomyElectric Vehicles (EVs)IndustryNewsPolitics

Taiwan firm halts plan for $1B battery plant in B.C. that had federal support

A $1B lithium-ion battery plant in Maple Ridge, B.C., has been shelved as Taiwan Cement Corp. focuses on local production.

Illegal mining, or 'galamsey', has been a flashpoint in the lead-up to Ghana's election (AFP)
Critical MineralsEnvironmentMiningNewsTrade

Ghana’s illegal mining boom seeps into presidential election

Ghana's illegal mining, driven by poverty and unemployment, continues to threaten the country's future.

Orano suspended production by its local unit in northern Niger owing to what it termed increasingly difficult operating conditions and financial issues (AFP)
BusinessCritical MineralsEconomyElectricityMiningNewsNuclear PowerPolitics

France’s Orano says Niger junta controls uranium unit

"For several months, Orano has been warning of the interference that the group has been suffering in the governance of Somair," the group...

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