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Critical Minerals and Energy Intelligence. Stay Ahead.

Nickel

UK expands critical mineral list to 34 minerals, 17 new additions
The British Geological Survey's Critical Minerals Intelligence Centre has released its 2024 UK Criticality Assessment, identifying 34 raw materials as critical for the UK economy and national security, with 17 new additions to the list. Significant updates to the list...
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...
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
To hit net-zero targets by 2050, a total of US$78 trillion investment across upstream, power supply, grid infrastructure, critical minerals and emerging technologies is needed — including approx US$3trillion in metals and mining. A new report by Wood McKenzie sees base...
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
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...
Greed, Guts and Glory
Greed, Guts and Glory
Welcome to our new subscription newsletter For years I have wanted to share my thoughts with a broader audience regarding investing and making money in the commodities space. For a variety of reasons I have not turned my attention to this...
New mines take 29 years to develop in US, second longest in world
New mines take 29 years to develop in US, second longest in world
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...
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...
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...
Big mining M&As too late to stop critical mineral supply crisis
Big mining M&As too late to stop critical mineral supply crisis
BHP has proposed a US$39 billion takeover of Anglo American, in what would have been the largest mining deal on record and create the world’s largest copper producer. Anglo America has rejected the offer, but we suspect this may just...

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Nickel

UK expands critical mineral list to 34 minerals, 17 new additions
UK expands critical mineral list to 34 minerals, 17 new additions
The British Geological Survey's Critical Minerals Intelligence Centre has released its 2024 UK Criticality Assessment, identifying 34 raw materials as critical for the UK economy and national security, with 17 new additions to the list. Significant updates to the list...
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...
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
To hit net-zero targets by 2050, a total of US$78 trillion investment across upstream, power supply, grid infrastructure, critical minerals and emerging technologies is needed — including approx US$3trillion in metals and mining. A new report by Wood McKenzie sees base...
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
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...
Greed, Guts and Glory
Greed, Guts and Glory
Welcome to our new subscription newsletter For years I have wanted to share my thoughts with a broader audience regarding investing and making money in the commodities space. For a variety of reasons I have not turned my attention to this...
New mines take 29 years to develop in US, second longest in world
New mines take 29 years to develop in US, second longest in world
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...
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...
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...
Big mining M&As too late to stop critical mineral supply crisis
Big mining M&As too late to stop critical mineral supply crisis
BHP has proposed a US$39 billion takeover of Anglo American, in what would have been the largest mining deal on record and create the world’s largest copper producer. Anglo America has rejected the offer, but we suspect this may just...

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