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Rare-earth diversification will rise in Western states

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INTERNATIONAL

Japan and United States have markedly reduced their dependence on Chinese rare earths since the mid-2000s -- signposting the future of supply dynamics for critical minerals whose…

Beijing will ramp up supply pressure on key minerals

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CHINA

China accounts for 70% of global output of rare earths, which are key for the production of electric vehicles (EVs) and certain weapons, including missiles.

Heavy minerals face firm demand but shakier supply

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INTERNATIONAL

Heavy minerals market dynamics.

Jakarta will champion developing countries in G20 role

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INDONESIA

Indonesia is the G20’s president this year. It is set to host the 17th G20 summit in Bali in late October.

Electric transport will transform the lithium sector

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INTERNATIONAL

Current levels are three times the range necessary to incentivise mining investment. Despite the challenges faced by car markets, undermined by the ongoing semiconductor chip…

LNG use will be crucial to nations’ energy transitions

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INTERNATIONAL

LNG is cleaner than most fossil fuels but still incompatible with net zero emissions. India, China and other Asian economies see LNG imports as a ready and economically viable…

Russia conflict will fuel nickel market volatility

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INTERNATIONAL

Russia supplies close to 20% of the supply of Class 1 nickel which is used for batteries. By March 8, the nickel price spiked to USD100,000 per tonne, partly due to some covering…

Australia mining exports seek less dependence on China

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AUSTRALIA

In 2020, China’s trade sanctions cost the Australian economy AUD19bn (USD14.5bn), with coal exports hit particularly hard. Iron ore exports have largely escaped sanctions so far…

Congo will push gently to amend Chinese mining deals

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CONGO-KINSHASA

In particular, the Democratic Republic of the Congo (DRC) has indicated it hopes to renegotiate a USD6.5bn minerals-for-infrastructure deal signed with two Chinese state-owned…

Global platinum price will stay subdued in 2016

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INTERNATIONAL

The platinum industry faces an uncertain future.