Spending on manufacturing in the US has soared to US$190 billion, doubling in the last year — the highest share on record since the early 1990s. The increase in spending comes as the US has rolled out a significant series of...

President of Kazakhstan, Kassym-Jomart Tokayev, announced at the recent Eurasian Economic Forum that China Railways and the Kazakhstan's Kazakh Temir Zholy (KTZ) are developing new rail links between the two countries. "It is extremely important to build effective cooperation with...

The Department of Energy's latest Critical Materials Assessment report has highlighted six critical materials in the short term, and 12 critical materials in the medium term. Short-term includes: cobalt, dysprosium, gallium, natural graphite, iridium, and neodymium Long-term includes: lithium, nickel, cobalt,...

The European Union is currently in negotiations with the Democratic Republic of Congo, and plans talks with other African countries, to boost the economic bloc's supply of critical minerals for it's energy transition. "We expect, in the near future, to...

Did you know that it’s been more than a year since the LME debacle? Along with many others, I said at the time that their mistakes in handling the crisis would have far reaching implications for themselves and the market....

investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...

A new report from Wood Mackenzie forecasts the world's nuclear capacity will need to triple to 280GW by 2050, to meet global pledges consistent with a 2 °C warming pathway. The challenge will be cost, but voters and legislation are increasingly supportive....

Despite commodity prices moving against their forecasts, Goldman Sachs warns one of the main drivers will have significant impact on prices in the medium-turn. "It is likely the largest physical and financial de-stocking the complex has ever witnessed; hence, the...

An estimated US$2.8 trillion is set to be invested globally in energy in 2023, with an record 60% to be spent on clean technologies (such as renewables, electric vehicles, nuclear power, grids, etc) and $1 trillion on coal, gas and...

Automaker Ford is gearing up to boost its electric vehicle production to 2 million cars over the next two and half years. And this will need a secure supply of critical minerals. Ford has announced four new new deals across the...

As reported by Reuters, according to materials research at CICC, Indonesia is on track to quadruple nickel capacity by 2025, reaching a total of 1.2 million tonnes. Based on those figures, CRU Group’s Ellie Wang, based in Shanghai, is forecasting...

President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The summit highlights China's growing influence in the region as it makes big investments with it's trillion-dollar Belt and Road Initiative...