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Investor sentiment has been dented by China’s large production quotas and the threat of substitution in magnet making. However, price-supporting production cuts are possible…
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DOI: 10.1108/OXAN-DB280101
ISSN: 2633-304X
Keywords
Geographic
Topical
Disruption to mines in Asia has restricted supply while demand has been boosted by decarbonisation plans and Western efforts to reduce reliance on supply from China. European…
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DOI: 10.1108/OXAN-DB271684
ISSN: 2633-304X
Keywords
Geographic
Topical
Found as a by-product in certain lithium deposits, its applications now include renewables, energy efficient construction, electric vehicles (EVs) and new fertilisers. Boric acid…
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DOI: 10.1108/OXAN-DB283866
ISSN: 2633-304X
Keywords
Geographic
Topical
Impact of COP21 on the energy and commodities sectors.
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DOI: 10.1108/OXAN-DB207830
ISSN: 2633-304X
Keywords
Geographic
Topical
As tensions build between Beijing and Western governments, Beijing may increasingly be tempted to weaponise its dominance. It could limit supplies in response to sanctions and…
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DOI: 10.1108/OXAN-DB276735
ISSN: 2633-304X
Keywords
Geographic
Topical
Highlighting the importance of decarbonising the sector, demand for aluminium is expected to rise by 40% by 2030. Decarbonisation of alumina refining is dependent on renewable…
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DOI: 10.1108/OXAN-DB284204
ISSN: 2633-304X
Keywords
Geographic
Topical
Short-term factors combined to strengthen prices, including widespread flooding in China’s Sichuan province and low capacity utilisation among producers outside China. In the…
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DOI: 10.1108/OXAN-DB261080
ISSN: 2633-304X
Keywords
Geographic
Topical
Trade-offs with other policy concerns such as domestic job creation pose political dilemmas. Both green technology products and their inputs are increasingly seen as strategic…
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DOI: 10.1108/OXAN-DB261645
ISSN: 2633-304X
Keywords
Geographic
Topical
Mining companies rediscover innovation.
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DOI: 10.1108/OXAN-DB224250
ISSN: 2633-304X
Keywords
Geographic
Topical
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…