January 30, 2025

GRAPH: Cobalt price plunge and the EV market

Inflation adjusted cobalt prices are the lowest in 100 years after a deluge of new supply. Stagnating demand from EVs only adds to the bear case. 

January 30, 2025

Chinese firms to build $2 billion Tanzanian rail to nickel mine

The new railway will link the port of Dar es Salaam to a nickel mine in neighboring Burundi.

January 30, 2025

Abu Dhabi wealth fund ADQ, Orion team up to invest $1.2bn in metals, mining

Wealth fund will focus on mining companies in emerging markets in Africa, Asia and Latin America.

January 29, 2025

India approves $1.88bn to develop critical minerals sector

The funding illustrates India's efforts to reduce its reliance on imports of minerals such as lithium.

January 29, 2025

India seeking energy, lithium investments in Argentina

Indian state firms Khanij Bidesh India and Coal India are already exploring lithium in Argentina's northwest province of Catamarca.

January 29, 2025

China funnelled $57 billion to control critical mineral supply chain

A network of at least 26 state-backed banks has helped Beijing tighten its grip on critical minerals over the past two decades.

January 28, 2025

GRAPH: Mining vs AI vs Deepseek

Cheap and cheerful Chinese AI does little to unskew relative valuation of one chipmaker against the entire mining industry.

January 28, 2025

Sweden’s LKAB says it could meet 18% of Europe’s rare earth needs with Per Geijer mine

The project has resources of around 1.7 million tonnes of rare earth oxides.

January 28, 2025

Congo rebel gains to boost illicit mineral trade through Rwanda, analysts say

M23 insurgent group entered eastern Congo's largest city this week.

January 27, 2025

Winsome Resources begins permitting for Adina lithium project in Quebec

The project is subject to Quebec’s provincial environmental and social impact assessment (ESIA) processes.