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Critical Minerals and Energy Intelligence. Stay Ahead.

US

US Defence Department warns of urgent need to secure critical minerals
US Defence Department warns of urgent need to secure critical minerals
The US Department of Defence (DOD) has warned that securing critical minerals is crucial for the US defense industrial base — to build everything from unmanned aerial systems to fighter jets. "Recent disruptions [due to] adversarial actions have underscored what we...
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Panasonic Energy, a major supplier of electric batteries to Tesla, wants to end its dependence on electric battery supply from China for US production. Allan Swan, the company's President for North America, emphasized that eliminating any dependence is the company's...
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
China bans exports of gallium, germanium and antimony to the US
China bans exports of gallium, germanium and antimony to the US
China has announced it is banning the export of critical minerals gallium, germanium, antimony, as well as superhard materials to the US. A new review of graphite is also set to be implemented. The ban comes after the US imposed...
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...
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...
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
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%...
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
gallium and germanium are critical metals for semiconductors and military exports from China, world’s largest exporter, fell over 80% after restrictions the restrictions are the first in series of new critical mineral export controls China’s restrictions on all exports of...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
Military rearmament is just getting started — without enough critical minerals
Military rearmament is just getting started — without enough critical minerals
Russia's 11 million shells fired against Ukraine in 2022 contain same amount of copper as 10% of UK's total wind turbine capacity US Department of Defense used 750,000 tons of minerals in 2017, when it faced no major military conflict...
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
lithium demand predicted to increase fivefold by 2030 Argentina, Bolivia and Chile account for 56% of the global lithium reserves Chile is second-largest producer of mined lithium, Argentina’s production forecast to rise x9 to 57,000 tons, making it third-largest global...

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US

US Defence Department warns of urgent need to secure critical minerals
US Defence Department warns of urgent need to secure critical minerals
The US Department of Defence (DOD) has warned that securing critical minerals is crucial for the US defense industrial base — to build everything from unmanned aerial systems to fighter jets. "Recent disruptions [due to] adversarial actions have underscored what we...
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Panasonic Energy, a major supplier of electric batteries to Tesla, wants to end its dependence on electric battery supply from China for US production. Allan Swan, the company's President for North America, emphasized that eliminating any dependence is the company's...
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
China bans exports of gallium, germanium and antimony to the US
China bans exports of gallium, germanium and antimony to the US
China has announced it is banning the export of critical minerals gallium, germanium, antimony, as well as superhard materials to the US. A new review of graphite is also set to be implemented. The ban comes after the US imposed...
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...
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...
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
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%...
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
gallium and germanium are critical metals for semiconductors and military exports from China, world’s largest exporter, fell over 80% after restrictions the restrictions are the first in series of new critical mineral export controls China’s restrictions on all exports of...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
Military rearmament is just getting started — without enough critical minerals
Military rearmament is just getting started — without enough critical minerals
Russia's 11 million shells fired against Ukraine in 2022 contain same amount of copper as 10% of UK's total wind turbine capacity US Department of Defense used 750,000 tons of minerals in 2017, when it faced no major military conflict...
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
lithium demand predicted to increase fivefold by 2030 Argentina, Bolivia and Chile account for 56% of the global lithium reserves Chile is second-largest producer of mined lithium, Argentina’s production forecast to rise x9 to 57,000 tons, making it third-largest global...

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