Rare Earths & Critical Minerals

The industry body argues that reclassifying gold would streamline regulatory approvals and curb import reliance, adding a policy-driven supply catalyst to a market already buoyed by central bank demand.

Low domestic processing of raw cashew nuts underscores structural challenges in Ghana's agricultural value chain, compounding recent fiscal and cocoa production headwinds.

Beijing's infrastructure investment in Africa's key oil exporter highlights growing competition for critical trade routes and energy security.

The withdrawal highlights the severity of Washington's trade barriers on critical minerals, raising supply chain risks for US buyers of high-purity silicon.

The battery maker’s stock hit a 52-week high after strong first-quarter results, but broker consensus remains split on the valuation upside of its lithium-ion expansion plans.

The strategic shift underscores supply-chain decoupling risks for Indian battery makers, even as Beijing consolidates pricing power via new futures markets.

The developer of Australia's first antimony smelter in 50 years says the project is unviable unless the critical mineral's price doubles and is guaranteed, casting doubt on Canberra's processing ambitions.

The discovery at the Krokodil Prospect adds to a wave of new mineral finds across Southern Africa, reinforcing the region's appeal for base-metal investors.

The West African nation aims to finance critical transport and power projects through its extractive sector, signaling a shift toward local value addition amid global supply chain restructuring.

Higher product prices offset cost pressures for the Indian stainless steel maker, delivering a modest year-on-year gain in the June quarter.

World Bank sees promise in Pax Silica. Can PH build more than another assembly hub.

Private Indian groups are expanding their footprint in Africa's critical minerals and infrastructure sectors, intensifying the geopolitical race for clean-energy supply chains.

SQM fell 2% and the LIT ETF slipped 0.85% as uncertainty over the state miner's leadership transition weighed on sentiment.

Regulatory scrutiny intensifies for the Stokes-backed miner as a major shareholder alleges misleading conduct in the proposed scrip offer for the gold and lithium group.

President Lee Jae Myung returns from a five-nation tour focused on securing technology partnerships and resource supply chains amid ongoing geopolitical friction.

Policy shift aims to replace foreign goods with local production, extending the government's broader industrialization strategy beyond lithium.

Meeting the energy transition's material needs requires over $750 billion in mining investment, yet structural deficits remain likely for key battery components.

President Mnangagwa signals a shift toward domestic value-addition in the battery-minerals sector, following a $300 million funding round for state miner Mutapa Energy Resources.

President Lee Jae Myung signals strategic pivot toward South America, building on recent Chilean trade milestones and AI-driven economic ambitions.

The convictions signal intensified enforcement against illicit extraction of critical minerals in Africa, raising compliance risks for supply chains reliant on Nigerian raw materials.

The convictions signal a hardening stance on critical mineral smuggling, raising compliance risks for traders sourcing battery metals from West Africa.

Rapid growth in Zimbabwe's mining industry highlights a structural disconnect as domestic manufacturers struggle to capture billions in local supply chain spending.

The Russian metals giant reported a 2.4-fold jump in H1 net profit to $2 billion, driven by a 28% rise in revenue to $8.3 billion.

Mining gains driven by deliberate Government policy: Dr Kambamura.

A space industry fund swung from the top performer to the worst in a month, underscoring warnings that investors are overlooking the volatility embedded in thematic ETFs.

Chandan Taparia's fresh buy calls target auto parts, real estate, and rare-earth plays as Indian benchmarks track steady global cues.

Lithium battery incidents continue to pose acute safety risks for carriers, reinforcing industry warnings against stowing power banks in hold luggage.

Industry body argues local processing is the critical bridge between raw mineral wealth and sustained national prosperity, following earlier calls for increased exploration investment.

Calls to ramp up mineral discovery aim to attract capital and sustain production amid resource depletion concerns.

Government and industry leaders gather to discuss the future of Zimbabwe's mineral sector, with exploration expert Allan Dolan also set to address the conference.

The high-profile dealmaker aims to build large stakes in mining companies led by top-tier management teams, adding fresh capital to a sector seeing renewed investor interest.

The Australian miner initiates economic modeling for its Queensland resource, signaling a push toward commercialization in the strategic metals sector.

Developing economies face widening productivity gaps as capital owners capture disproportionate AI gains, according to new World Bank analysis.

The Canadian miner’s refusal to cut targets signals confidence in operational resilience, even as winter weather disrupts power grids across Chile’s Atacama region.

The initial export marks a logistical test for Kabul's mining sector, though the volume remains negligible for global supply chains.

Harare moves to enforce regulatory control over unregulated extraction, reinforcing its broader strategy of domestic beneficiation and industrialization.

Lithium weakness weighs on Santiago equities, reversing the mid-June rally driven by copper tailwinds.

Diverging results highlight execution risk in the sector despite steady EV demand, with Liontown Resources falling and Mineral Resources rising.

The miner bets on copper and lithium demand from the AI infrastructure build-out, though investors remain wary of capital intensity and uncertain returns.

The suspension at a major Kryvyi Rih complex underscores the widening impact of maritime infrastructure attacks on Ukraine's industrial output and export capacity.

The state-owned firm's roadmap to vertical integration in Sonora signals a shift toward domestic value-add, testing execution against global supply chain headwinds.

The facility aims to capture more value from Nigeria's critical minerals, supporting state revenue targets of $10m by year-end.

Washington pushes back against claims that the Pax Silica Industrial Hub compromises Manila's jurisdiction, as geopolitical tensions over critical minerals intensify.

Capital flows into India's critical minerals sector as investors target supply chain resilience amid global energy transition.

Southern African leaders gather to address the region's reliance on commodity exports, aiming to unlock value through local processing and job creation.

Polls show incumbent Lula neck-and-neck with pro-US challenger Bolsonaro, complicating trade policy ahead of October vote.

The explorer's new campaign at the Kalahari Copper Project aligns with Botswana's broader strategic shift toward base metals amid pressure on traditional diamond revenues.

President Marcos Jr. highlighted the economic benefits of the critical minerals initiative during his State of the Nation Address, reinforcing Manila's role in the US supply chain coalition.

Authorities in Niger are tightening the regulatory framework for extractive industries, aiming to secure economic sovereignty and rebalance partnerships with foreign operators.

Drilling results at the former BCL mine in Botswana strengthen the case for a larger resource base as the Canadian miner advances restart plans.

The deal targets solid minerals development in a region recently identified as a world-class polymetallic province, signaling renewed institutional interest in African critical minerals.

The gold miner’s move into the Duchess district signals a strategic pivot toward copper, leveraging under-utilised processing capacity at Ernest Henry to capture energy-transition demand.

Sharon Garin's intervention highlights the infrastructure bottleneck facing the region's push to become an AI hub, casting doubt on near-term power supply for major tech projects.

Shareholder resistance intensifies as Ida Metals accuses Zenith Minerals of misleading disclosures regarding the Stokes-backed acquisition.

Regulatory hurdles mount for the US miner's bid to acquire the German rare-earth producer, adding uncertainty to a deal aimed at securing European supply chains.

Analysts warn the new legal basis for the levies may be harder to overturn, extending trade friction with Ottawa and keeping pressure on cross-border supply chains.

Shifting focus from ocean floors to terrestrial sites could ease supply-chain bottlenecks for nickel and rare earths, though regulatory hurdles remain.

Beijing’s latest sanctions target dual-use goods suppliers, escalating tensions with Europe after similar measures were imposed on US defense and rare earth companies earlier this month.

Morgan Hughes and Vitol discuss Balochistan assets with Islamabad, signaling potential Western capital inflow into Pakistan's critical minerals and oil sectors.

New infrastructure in Gwanda aims to cut logistics bottlenecks for the country's critical minerals sector, supporting broader export ambitions.

The Bases Conversion and Development Authority outlines the financial scale of the proposed technology hub, anchoring the US-led critical minerals coalition's logistics strategy in the Philippines.

The Aditya Birla Group unit bets on rising global demand to expand its metals footprint, marking its most ambitious capital deployment to date.

The initial export of lithium concentrates from the Tanganyika province marks a logistical milestone for Manono, though it does not yet signal a shift in global supply chains.

Mutapa Energy Resources closes financing deal to expand processing capacity, reinforcing Harare's pivot from raw ore exports to value-added battery materials.

The shift to Mozambique's coastline aims to lower transport expenses for Zimbabwe's mining sector, reinforcing the country's pivot toward processed battery materials.

New Delhi seeks to reduce reliance on Chinese processing capacity by expanding cooperation with Yangon, following a recent high-level visit by Myanmar's junta chief.

The Dax-listed chipmaker retains the upper hand in a key intellectual-property dispute, underscoring the intensifying competition in the high-growth gallium nitride sector.

Geophysical survey results at Blue Lagoon expand the scale of the heavy rare earths deposit, strengthening the project's resource potential.

Washington moves to counter Beijing's commercial shipbuilding dominance, raising the stakes for global trade costs and energy logistics amid existing US-China trade tensions.

Regulators in Minas Gerais halt activities at the country's largest lithium producer, citing unauthorized extraction and compliance failures.

Geography, regulation, and community conflict keep 13 of 18 sedimentary basins offline, capping supply growth in a key Latin American producer.

Infrastructure milestone supports production ramp-up as Zimbabwe shifts from raw ore exports to processed battery materials.

New research highlights the environmental paradox of the green transition, as surging demand for critical minerals drives emissions higher than previously modeled.

The lithium bulls are quietly running again with Westfarmers, PLS and MinRes all investing money. But this time it's a bit different.

Geopolitical competition for African reserves intensifies as clean-energy supply chains face scrutiny over environmental and labour standards.

The move creates a potential long-term domestic demand anchor for Beetaloo Basin gas, aligning with the Northern Territory’s push to link energy reserves with digital infrastructure growth.

Severe storms battering central and southern Chile have caused widespread infrastructure damage, threatening output from the country's critical lithium mining sector.

Singapore-based Novo Tellus finalizes acquisition of Russell Mineral Equipment with backing from RCF and NRFC, consolidating its position in the industrial machinery sector.

The Australian conglomerate is betting on a sustained lithium price recovery, though the expansion bypasses its own Covalent refinery.

Legal challenge targets EU's support for Rio Tinto's controversial mine, adding regulatory uncertainty to the bloc's critical raw materials strategy.