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USA

Why are antimony prices exploding
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,...
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...
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
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...
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...
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
The great nickel trade war
The great nickel trade war
Nickel is at the centre of a global trade war over market share, with Indonesia forcing the price down by 50% since the recent peak in December 2022 to take out Western competitors. At the moment, the West is losing...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
America’s current critical mineral strategy threatens disaster
America’s current critical mineral strategy threatens disaster
What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...
Is ammonia the answer to hydrogen energy’s problems?
Is ammonia the answer to hydrogen energy’s problems?
global market for ammonia forecast to increase x3, driven by low-carbon ammonia demand ammonia market value expected to be worth US$103.8 billion by 2028 will ammonia be able to break through as an energy carrier for hydrogen The global market...

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USA

Why are antimony prices exploding
Why are antimony prices exploding
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,...
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...
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
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...
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...
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
The great nickel trade war
The great nickel trade war
Nickel is at the centre of a global trade war over market share, with Indonesia forcing the price down by 50% since the recent peak in December 2022 to take out Western competitors. At the moment, the West is losing...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
America’s current critical mineral strategy threatens disaster
America’s current critical mineral strategy threatens disaster
What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...
Is ammonia the answer to hydrogen energy’s problems?
Is ammonia the answer to hydrogen energy’s problems?
global market for ammonia forecast to increase x3, driven by low-carbon ammonia demand ammonia market value expected to be worth US$103.8 billion by 2028 will ammonia be able to break through as an energy carrier for hydrogen The global market...

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Sep 09, 2024
The Art of Betting on Maybe, Junior Miners as an Options Trade
Aug 28, 2024
Why are antimony prices exploding
Aug 26, 2024
A Few Minutes With Peter Grandich and Guest, Anthony Milewski of The Oregon Group

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