Global defence spending hit USD2.46 trillion in 2024 — with the 7.4% real-terms increase outpacing increases of 6.5% in 2023 and 3.5% in 2022 — and is expected to increase further in 2025 as geopolitical tensions continue to rise: the EU...
China has announced new export controls on 25 rare metals, including tungsten, in retaliation to a new 10% tariff by Trump on all US imports from China. The problem: China dominates global tungsten supply — accounting for more than 80% of...
At start of a new year, we normally take a step back from our weekly focus on the granular details of specific metals, individual policies, etc, and take a macro view, examining the bigger picture and underlying trends. At the...
The discovery of Cerro Rico, or “Rich Mountain”, in Potosí, Bolivia, in 1545, transformed the global silver market. This single mountain produced an astounding 60% of the world’s silver during the second half of the 16th century, making it one of the...
Solar power installations in China are expected to reach 230-260 GW in 2024, breaking previous records, according to China Photovoltaic Industry Association. The last record was 217GW in 2023. The new installations will be driven by development of desert power...
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...
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...
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,...
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...
The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...
there is a political weakness at the foundation of the Inflation Reduction Act — it was passed only with Democrat party votes Republicans signaled plans to “gut” the legislation if elected but the mining industry, regardless of who wins, is set...
US$280billion pulled from clean energy stocks since 2022 renewable energy firms sounding alarm over rising costs expect a significant industry shake up, with new risks and opportunities More than US$280billion has been pulled from clean energy stocks since an all...
