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Investment Insights. Stay Ahead.

China

Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Will Africa’s “Copper Express” ever be built?
Will Africa’s “Copper Express” ever be built?
Copper mines, both existing and projects under construction, are estimated to meet only 80% of global copper demand by 2030. Copper concentrates are already in deficit. One of the most ambitious projects to supply this anticipated demand is the Lobito...
US confirms 25% tariff on critical minerals from China, 100% on EVs
US confirms 25% tariff on critical minerals from China, 100% on EVs
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...
Why are antimony prices exploding
Why are antimony prices exploding
A supply shortage has triggered the steepest rally in price "ever recorded" in the global antimony market since April, according to FastMarkets who began recording prices from January 1980. In May, prices reached US$17,588.88 per metric ton of antimony ingot,...
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
The gold price, only one thing can stop it
The gold price, only one thing can stop it
Sponsored spotlight: Mithril Resources Ltd (MTH:ASX) is a precious metals exploration company focused on discoveries, acquisitions and production of silver and gold in Mexico’s Sierra Madre Gold Silver Trend — with one of the highest-grade silver jurisdictions in Mexico. Find...
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Refining is the chokepoint
Refining is the chokepoint
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid, Russia's invasion of Ukraine and and escalating geopolitical tensions between China and the US. For example, the US Inflation Reduction...
Fluorspar: the EV critical mineral no one has heard of
Fluorspar: the EV critical mineral no one has heard of
Fluorspar may not have the name recognition (yet) of copper, lithium, nickel or cobalt, but a lithium-ion electric battery needs up to x5-10 more fluorspar than lithium. And, last year, prices hit record highs due to a supply shortage. The...
Critical mineral production becomes more geographically concentrated in 2023
Critical mineral production becomes more geographically concentrated in 2023
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...
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...

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China

Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Will Africa’s “Copper Express” ever be built?
Will Africa’s “Copper Express” ever be built?
Copper mines, both existing and projects under construction, are estimated to meet only 80% of global copper demand by 2030. Copper concentrates are already in deficit. One of the most ambitious projects to supply this anticipated demand is the Lobito...
US confirms 25% tariff on critical minerals from China, 100% on EVs
US confirms 25% tariff on critical minerals from China, 100% on EVs
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...
Why are antimony prices exploding
Why are antimony prices exploding
A supply shortage has triggered the steepest rally in price "ever recorded" in the global antimony market since April, according to FastMarkets who began recording prices from January 1980. In May, prices reached US$17,588.88 per metric ton of antimony ingot,...
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
The gold price, only one thing can stop it
The gold price, only one thing can stop it
Sponsored spotlight: Mithril Resources Ltd (MTH:ASX) is a precious metals exploration company focused on discoveries, acquisitions and production of silver and gold in Mexico’s Sierra Madre Gold Silver Trend — with one of the highest-grade silver jurisdictions in Mexico. Find...
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Refining is the chokepoint
Refining is the chokepoint
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid, Russia's invasion of Ukraine and and escalating geopolitical tensions between China and the US. For example, the US Inflation Reduction...
Fluorspar: the EV critical mineral no one has heard of
Fluorspar: the EV critical mineral no one has heard of
Fluorspar may not have the name recognition (yet) of copper, lithium, nickel or cobalt, but a lithium-ion electric battery needs up to x5-10 more fluorspar than lithium. And, last year, prices hit record highs due to a supply shortage. The...
Critical mineral production becomes more geographically concentrated in 2023
Critical mineral production becomes more geographically concentrated in 2023
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...
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...

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Oct 15, 2024
80% of US financial support to mining industry is for new mine development
Oct 14, 2024
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Oct 13, 2024
Tin & Antimony: Supply, Demand, and Challenges

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