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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…

China will see off challengers in EV batteries

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CHINA

The battery is the most expensive and performance-critical element of an electric vehicle (EV). China's dominance in the sector therefore has strategic implications, because the…

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.

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

EV prowess will help shield China's economy

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CHINA

Chinese EV automakers are rapidly catching up to Tesla in market share at home and pushing into foreign markets, exploiting a cost advantage over their foreign competitors…

Supply uncertainty clouds the prospects for cobalt

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INTERNATIONAL

Global cobalt market.

IPEF failure will hurt US firms on digital trade

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UNITED STATES

Although it does not have the force of law, the IPEF Supply Chain Agreement, along with the associated IPEF Critical Minerals Dialogue, is expected to strengthen chains of…

Seabed mining to advance despite climate risks

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INT

Various countries will increasingly permit or conduct seabed mining within their jurisdiction, while demand for metals for the green energy transition and international tensions…

China will retain its dominance in rare earths

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CHINA

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…

Canada needs record subsidies to attract new plant

Location:

CANADA

Volkswagen (VW) announced last month that its first battery facility outside Europe would be built in Ontario. While Canada has strong potential in this sector, the scale of the…