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Appetite for African minerals may boost infrastructure

Location:

AFRICA

Mineral exports from the Central African Copperbelt in the Democratic Republic of the Congo (DRC) and Zambia are rising and existing export routes via South Africa do not have the…

Value chain politicisation to boost rare earth supply

Location:

INTERNATIONAL

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…

Weak rare earth prices at odds with market prospects

Location:

INTERNATIONAL

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…

Energy systems and economies will be mineral-intensive

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INTERNATIONAL

Exploration, substitution and component minimisation will adapt supply to demand over time, but new supply chain risks will emerge, owing to narrow supply bases and long lead…

Critical minerals security is a key geopolitical trend

Location:

INTERNATIONAL

INTERNATIONAL: Critical minerals supply is a key trend

Rare-earth diversification will rise in Western states

Location:

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…

Race for key minerals will affect economic prospects

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INTERNATIONAL

Critical minerals supply will be key to all economies’ prospects ahead just as fossil fuel trade balances have been

Energy spending plans signpost more market volatility

Location:

INTERNATIONAL

In advanced economies, despite progress on the green transition, insulation from fossil fuel market volatility remains a distant prospect. Limited clean energy investment in the…

Supply will not match demand for high-purity phosphate

Location:

INTERNATIONAL

Prices stayed in the USD100-200 per tonne range in the 2010s, before rising due to China’s imposition of export tariffs, Moscow’s export ban and Russia’s invasion of Ukraine. The…

Supply uncertainty clouds the prospects for cobalt

Location:

INTERNATIONAL

Global cobalt market.