The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted or processed from China, or other foreign entity of concern (FEOC), will not be eligible for a US$7,500 credit from...

Chile copper production has fallen again from 464,311 tonnes in October 2023 compared to 485,447 tonnes produced in October 2022, according to Chile's National Institute of Statistics. Chile is the world's largest copper producer in the world, with 29% of...

Panama's Supreme court has ruled the mining contract for First Quantum Minerals is unconstitutional. The contract, approved on October 20 2023, gave First Quantum mining rights for 20 years, with an option to extend for another 20 years, for US$375...

https://youtu.be/RwMX9Z-HNn0 The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that...

The critical mineral mining industry currently employs more than 800,000 workers, which could double by 2030 to meet net-zero targets, according to the latest IEA World Energy Employment 2023 report. Between 2019-2022, more than 180,000 jobs were added in critical...

Refined copper production in China is set for a record output in 2023, according to official statistics and Bloomberg, as the country invests in new smelting capacity. Despite economic concerns in the broader Chinese economy, demand for commodities such as...

Supply chains for both critical minerals and clean tech will remain — and, in some cases, be increasingly — geographically concentrated in China, according to the latest IEA's World Energy Outlook 2023 report. This includes refined lithium, cobalt, solar PV, wind,...

Evy Hambro, global head of thematic and sector investing at BlackRock Inc, has said in a recent interview, that the mining sector is undervalued with potential for a significant boom. “Our view from speaking to our clients and investors at...

Hedge Funds are starting to increase their exposure to uranium stocks, according to a new report by Bloomberg. The report profiles four managers who see nuclear power and uranium as vital to the green energy transition and a low-carbon future....

Investment in clean energy has increased 40% since 2020, with a record of more than 500GW of renewable generation capacity added in 2023 alone, according to the latest IEA Energy Outlook report. In particular: in 2020, one in 25 cars...

China has introduced new export controls on graphite on “national security” grounds. China dominates the global supply chain for graphite, producing 820,000 metric tonnes of natural graphite in 2021, according to the US Geological Survey, against world production of only 1 million...

Demand for copper and aluminium for use to expand national electricity grids across the world will need to more than double to meet net-zero targets, according to a new report by the IEA. in the announced pledges scenario, from 2041-2050,...