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Chinese supply squeeze to keep antimony prices high

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INTERNATIONAL

China, the dominant producer, has seen output fall by 80% since 2016 while domestic demand has risen, resulting in a sharp fall in exports. This has curbed the ability of foreign…

Lithium supply to match demand and cap price to 2030

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INTERNATIONAL

Lithium prices have continued to weaken recently across various products -- carbonate, hydroxide and mined spodumene. They have fallen by approximately 20% in China but only 10…

Battery production can sustain long-run overcapacity

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INT

While overcapacity already exists, growth is required to deliver the volume of batteries needed for the world to get closer to reaching net zero emissions by 2050. The desire to…

Prolonged uncertainty will challenge automakers

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INTERNATIONAL

In parallel, amid rising tariffs and regulatory uncertainty, automotive firms are having to place bets on new technologies, supplier relationships and business models that will…

Tungsten demand outpaces supply amid shift from China

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INTERNATIONAL

China, the world’s largest producer of the metal, imposed 20% tariffs on tungsten concentrates in 2022 and has since restricted exports to protect domestic reserves. Its output…

Carbon removal technologies face an uncertain future

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INTERNATIONAL

However, they remain high-cost and are unlikely to be deployed widely without a clear policy framework defining how negative emissions are accounted for, disposed of and paid for…

New governance risks slowing deep-sea mining momentum

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INTERNATIONAL

Carvalho favours a more cautious approach to deep-sea mining (DSM). Interest in its development reflects rising demand for critical raw materials (CRM) and a desire for more…

Measurement issues impede tech change impact estimates

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INTERNATIONAL

The TUC website “notes with caution” that a June 2024 Citigroup report speculates that “up to 54% of banking jobs and 48% of insurance roles could be displaced by AI.” Estimates…

Cocaine seizures will not dent buoyant global market

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INTERNATIONAL

Ecuador, Paraguay, and Spain are among the countries reporting major hauls, with consignments typically hidden in banana shipments. The volume of seizures demonstrates the…