March 13, 2023

China to increase control over global cobalt supply — report

Over the next two years, China’s share of cobalt production is expected to reach half of global output.

March 12, 2023

China could control a third of the world’s lithium by 2025

UBS expects Chinese-controlled mines, including projects in Africa, to raise output to 705,000 tons by 2025.

March 10, 2023

US Senator blasts Ford’s battery deal with China’s CATL

Joe Manchin said he is "totally opposed" to allowing CATL to access US tax dollars that finance electric vehicle purchases.

March 10, 2023

CATL smashes profit estimate as EV sales soar

CATL commanded a 37% share of the global market for EV batteries in 2022.

March 10, 2023

China lithium probe puts spotlight on reserves and ESG risks

Beijing’s ability to manage the mismatch between its scarce natural resources and vast industrial output is now playing out in the market for lithium.

March 10, 2023

China tells iron ore traders to stop hoarding after rally

Beijing authorities are urging trading companies that store iron ore in big volumes at ports to sell some of their material.

March 9, 2023

Don’t let China control clean energy supply chain, US officials warn

Washington’s message at the CERAWeek energy conference in Houston reflects growing concern that the rapid investment it is encouraging to fight climate change could backfire.

March 9, 2023

Iron ore price up on rising Chinese steel output

The downstream steel demand has been continuously recovering, said a senior analyst at Mysteel.

March 9, 2023

Column: Tesla hits the brakes but rare earths juggernaut rolls on

EV motors represent around 12% of global magnet consumption with Tesla accounting for 15-20% of the sector's demand.

March 8, 2023

Canada will not retrospectively target Chinese investments in mining companies, minister says

In November, Canada had asked three Chinese companies to sell their stakes in Toronto-listed lithium explorers following a national security review.