Critical Minerals and Energy Intelligence
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Pentagon’s stockpile and Project Vault risk bidding war for scarce critical minerals
The Pentagon has committed US$2 billion to buying critical minerals for its National Defense Stockpile, the Defense Logistics Agency said on November 6, just as Washington’s new commercial reserve, Project Vault, starts filling its own warehouses from the same small markets.
India bans lithium-ion battery black mass exports to keep lithium, cobalt and nickel at home
India has banned exports of lithium-ion battery black mass, the shredded battery powder that contains lithium, cobalt, nickel and manganese, to force recyclers to refine those minerals at home.
Yttrium oxide costs x125 more in Europe than China as export restrictions split the rare earths market
Yttrium oxide now costs about x125 more in Europe than in China, as Beijing’s curbs on heavy rare earths split the market in two.
Alphamin’s Bisie tin mine to feed first US tin smelter since 1989
Alphamin Resources has agreed to supply up to 3,600 metric tonnes of contained tin a year from its Bisie mine in the Democratic Republic of Congo to Nathan Trotter & Co., which is building the first US tin smelter in more than three decades.
Rare Earth export controls: China extends pause to January 10 ahead of Trump-Xi talks
China has extended its pause on the most sweeping of its rare-earth export controls to January 10, 2027, one day before the suspension was due to run out.
Uranium’s sell-off hides a tightening supply outlook
Uranium stocks sold off in September, but without a matching collapse in the fuel price.