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Critical Minerals and Energy Intelligence. Stay Ahead.

USA

Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Incoming president Donald Trump has announced fast track approval for any company investing US$1 billion, or more, into the United States. "Any person or company investing ONE BILLION DOLLARS, OR MORE, in the United States of America, will receive fully...
Antimony prices in US soar 300% in 2024
Antimony prices in US soar 300% in 2024
The price of the critical mineral antimony in the US has soared more than 300% in 2024 as demand rises and supply is severely restricted — in particular, an export ban from China to America. A supply shortage triggered the steepest...
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta, formerly Facebook, has announced plans to add 1-4GW of new nuclear energy capacity in the US in the early 2030s. Meta states the new power is needed: to provide Meta’s future energy needs, in particular data centers for artificial...
Crypto: the great experiment with a digital commodity
Crypto: the great experiment with a digital commodity
Bitcoin's market capitalization hit a staggering US$1.776 trillion as of November 15, 2024, surpassing the value of oil giant Saudi Aramco and silver. Many commodities would beg for such valuations — but, what if crypto was a commodity, a commodity from...
China’s gallium and germanium export restrictions could cost US economy $9 billion
China’s gallium and germanium export restrictions could cost US economy $9 billion
A complete halt in net exports of gallium and germanium from China could cost between US$1.7 billion - US$8.2 billion to the US economy, and maybe as much as US$9 billion if disrupted simultaneously. A new report by the US...
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...
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...
EU and UK set up financing for purchase of critical minerals
EU and UK set up financing for purchase of critical minerals
The EU and UK — in partnership with the US — have announced a series of measures to support the financing and purchase of critical minerals to support industry and secure supply. The EU is set to launch its critical minerals...
Volatility hits critical Zinc supply
Volatility hits critical Zinc supply
An anticipated supply surplus of 56,000 metric tons of zinc in 2024 is now expected to be a 164,000 ton supply deficit, according to the International Lead and Zinc Study Group. Demand for zinc is forecast to rise 1.8% to 13.83 million tonnes in 2024, but...
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...
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...
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...

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USA

Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Incoming president Donald Trump has announced fast track approval for any company investing US$1 billion, or more, into the United States. "Any person or company investing ONE BILLION DOLLARS, OR MORE, in the United States of America, will receive fully...
Antimony prices in US soar 300% in 2024
Antimony prices in US soar 300% in 2024
The price of the critical mineral antimony in the US has soared more than 300% in 2024 as demand rises and supply is severely restricted — in particular, an export ban from China to America. A supply shortage triggered the steepest...
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta, formerly Facebook, has announced plans to add 1-4GW of new nuclear energy capacity in the US in the early 2030s. Meta states the new power is needed: to provide Meta’s future energy needs, in particular data centers for artificial...
Crypto: the great experiment with a digital commodity
Crypto: the great experiment with a digital commodity
Bitcoin's market capitalization hit a staggering US$1.776 trillion as of November 15, 2024, surpassing the value of oil giant Saudi Aramco and silver. Many commodities would beg for such valuations — but, what if crypto was a commodity, a commodity from...
China’s gallium and germanium export restrictions could cost US economy $9 billion
China’s gallium and germanium export restrictions could cost US economy $9 billion
A complete halt in net exports of gallium and germanium from China could cost between US$1.7 billion - US$8.2 billion to the US economy, and maybe as much as US$9 billion if disrupted simultaneously. A new report by the US...
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...
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...
EU and UK set up financing for purchase of critical minerals
EU and UK set up financing for purchase of critical minerals
The EU and UK — in partnership with the US — have announced a series of measures to support the financing and purchase of critical minerals to support industry and secure supply. The EU is set to launch its critical minerals...
Volatility hits critical Zinc supply
Volatility hits critical Zinc supply
An anticipated supply surplus of 56,000 metric tons of zinc in 2024 is now expected to be a 164,000 ton supply deficit, according to the International Lead and Zinc Study Group. Demand for zinc is forecast to rise 1.8% to 13.83 million tonnes in 2024, but...
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...
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...
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...

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Dec 10, 2024
Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Dec 10, 2024
Google’s ground-breaking quantum chip needs critical minerals
Dec 09, 2024
An In-Depth Comparison of Ethereum, Sonic, Solana, and Other Blockchain Platforms

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