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Critical Minerals and Energy Intelligence. Stay Ahead.

Electric Vehicles

China mining giant seeks $2.7 billion for Ford-partnered nickel project in Indonesia
Zhejiang Huayou Cobalt Co, one of the world's largest nickel producers, is reportedly in discussions with banks to finance its nickel mining project in Indonesia, in partnership with Ford, for approximately US$2.7 billion. Bloomberg reports the financing initiative involves banking...
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle (EV) sales for 2024 are estimated to reach a record 16.7 million units, up from 13.9 million in 2023, according to new data from BloombergNEF. In H1 2024, global EV sales, including both battery-electric and plug-in hybrid, increased...
Trump wants to make mining American again
Trump wants to make mining American again
What a week. We wanted to wait a moment (and not rush out one of the many “emergency” comment pieces), to let the dust settle and some appointments to be made before commenting on what the re-election victory of Donald...
$100 Silver (Guest post by Simon Catt)
$100 Silver (Guest post by Simon Catt)
Guest post: Simon is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking and capital markets experience between Canada, the UK and Australia. Persistence is omnipotent, but it sure is nice to be in...
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
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...
Where will fluorspar for US-made EVs come from?
Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
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...
Silver, a precious industrial metal
Silver, a precious industrial metal
Sponsored spotlight: Mithril Silver and Gold Ltd is a precious metals exploration company developing one of the highest-grade silver jurisdictions in Mexico’s Sierra Madre Gold Silver Trend with multi-million ounce district potential for silver and gold. Find out more: Mithril...
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...

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Electric Vehicles

China mining giant seeks $2.7 billion for Ford-partnered nickel project in Indonesia
China mining giant seeks $2.7 billion for Ford-partnered nickel project in Indonesia
Zhejiang Huayou Cobalt Co, one of the world's largest nickel producers, is reportedly in discussions with banks to finance its nickel mining project in Indonesia, in partnership with Ford, for approximately US$2.7 billion. Bloomberg reports the financing initiative involves banking...
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle (EV) sales for 2024 are estimated to reach a record 16.7 million units, up from 13.9 million in 2023, according to new data from BloombergNEF. In H1 2024, global EV sales, including both battery-electric and plug-in hybrid, increased...
Trump wants to make mining American again
Trump wants to make mining American again
What a week. We wanted to wait a moment (and not rush out one of the many “emergency” comment pieces), to let the dust settle and some appointments to be made before commenting on what the re-election victory of Donald...
$100 Silver (Guest post by Simon Catt)
$100 Silver (Guest post by Simon Catt)
Guest post: Simon is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking and capital markets experience between Canada, the UK and Australia. Persistence is omnipotent, but it sure is nice to be in...
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
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...
Where will fluorspar for US-made EVs come from?
Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
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...
Silver, a precious industrial metal
Silver, a precious industrial metal
Sponsored spotlight: Mithril Silver and Gold Ltd is a precious metals exploration company developing one of the highest-grade silver jurisdictions in Mexico’s Sierra Madre Gold Silver Trend with multi-million ounce district potential for silver and gold. Find out more: Mithril...
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...

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