The US has confirmed it will go ahead with Section 301 tariffs on a variety of commodities from China, according to the the Office of the United States Trade Representative. The tariffs include: 100% on electric vehicles 50% on solar...

The US has the second longest mine development times in the world, at almost 29 years on average from first discovery to first production, according to a new report by S&P Global Only mines in Zambia take longer, at 34...

Since copper’s move above $4/lb in March 2024, the giant copper producer Freeport-McMoran’s (NYSE: FCX) stock jumped 20+%. That’s a material increase for a $60+ billion company. However, the percentage move pales in comparison with its tiny namesake’s (Freeport Resources...

The geographic concentration of mining and refining of critical minerals has become increasingly concentrated last year — despite efforts by the West to diversify supply chains. According to the latest IEA Global Critical Minerals Outlook 2024 report, the easing of short-term...

The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets....

The average time to build new mines has increased to 17.9 years — almost 18 years — for new mines coming online in 2020-23, a significant jump compared to 12.7 years for mine projects started up 15 years ago, according to new...

The world's largest producer of uranium, Kazatomprom, has updated it's production guidance from 25,300 tU to 21,750 tU for 2024, a decrease of over 14%. Also, production volume for the majority of its uranium mining operations will be approximately 20%...

Investment in clean energy increased 17% in 2023, to reach $1.77 trillion, according to the latest BloombergNEF report. Electrified transport, including electric batteries and vehicles, is now the largest sector for spending in the energy transition, growing 36% in 2023...

The world is set to add more renewable capacity in the next 5 years, than installed in the last 100 years, according to a new report by the IEA. The forecast acceleration in growth comes after annual global additions of...

Chinese automaker, BYD, sold 526,409 fully electric vehicles (EVs) in comparison to Tesla’s 484,507 in 4Q 2023. This means BYD is now the top company in the world for EVs, with annual sales of 3,024,417, a year-on-year increase of 62.3%. And that...

An estimated 94 million new electric cars, trucks and buses are forecast to be added to the global fleet in 2023, with the total number of four-wheeled road vehicles now at 1.57 billion, up to 2.1% from 2022, according to...

More than 20 countries, across 4 continents, have pledged to triple global nuclear capacity by 2050. The countries signed up to the declaration at COP28, the UN Climate Change Conference, include the US, Canada, UK, France, Japan, Sweden, Finland, Sweden,...