Evolution Energy signs graphite supply deal with China-based BTR The company will supply about 90% of the product from the project to BTR under the three-year agreement. Reuters | August 15, 2023 | 6:12 pm
Miners face ‘considerable challenges’ meeting demand from US climate law – study Nickel and cobalt supplies are unlikely to satisfy demand, S&P Global said in a report. Reuters | August 15, 2023 | 7:41 am
TechMet raises $200m to counter China’s critical minerals control Fresh equity will be deployed across TechMet’s ten assets, which aim at reducing the west’s dependence on China for critical minerals. Cecilia Jamasmie | August 15, 2023 | 2:58 am
Syrah pins hopes of mine restart on end of China supply glut Syrah offers one of the few non-Chinese options for those seeking graphite material through its mine in Mozambique. Bloomberg News | August 14, 2023 | 5:29 pm
Free marketeer leading Argentine election seen rocking commodities Javier Milei, a libertarian outsider who’s taken a surprise lead in the race for Argentina’s presidency, would shake up the country’s powerhouse commodity industries like none of his rivals. Bloomberg News | August 14, 2023 | 3:56 pm
Yellen warns of risks of over-concentration of clean energy supply chains China holds at least 60% of the world’s manufacturing capacity for most mass-manufactured technologies. Reuters | August 14, 2023 | 8:40 am
The four biggest hurdles in America’s EV transition Since the Inflation Reduction Act was signed into law one year ago this week, there’s been $59 billion in new EV investments announced in the US. Bloomberg News | August 14, 2023 | 8:17 am
Graphic: Surpluses, low prices to remain a feature of cobalt market Surging supplies of cobalt from Indonesia and Africa are forecast to outpace demand from EVs. Reuters | August 14, 2023 | 7:39 am
Vision Blue injects $40 million into Papua New Guinea lime project Mick Davis' Vision Blue Resources would obtain a 49% stake in Mayur Resources' Central lime project. Cecilia Jamasmie | August 14, 2023 | 3:51 am