Blog
Africa’s Mining Supercycle Accelerates as Capital Floods Into Copper, Gold, and Battery Metals
Africa’s mining sector is entering a powerful new commodities supercycle, driven by surging global demand for critical minerals, intensifying geopolitical competition, and the rapid expansion of…
Asia’s Mining Surge Rewrites Critical Mineral Supply Chains for Clean Energy
Asia is drawing a surge of investment into exploration, extraction and processing of critical minerals, tightening global supply chains for electrification and renewable energy. Indonesia’s nickel…
France Turns to Botswana for Uranium Supply as Niger Partnership Collapses
After a rupture with Niger ended Orano’s operational role in the SOMAIR uranium mine, France is accelerating efforts to secure alternative uranium sources, with Botswana emerging…
Fensfeltet rare earth project tests Europe’s ability to secure supply without compromising ESG
Norway’s Fensfeltet deposit—Europe’s largest known rare earth resource—has been upgraded to as much as 15.9 million tonnes of rare earth oxides. But turning that promise into…
Niger’s Uranium Standoff Turns Resource Sovereignty Into a Supply-Chain Risk for Europe
Niger’s post-coup push to take direct control of uranium production and exports is unraveling its long-running partnership with Orano and challenging the arbitration-based contract model. With…
Cobalt Blue Enters US Critical Minerals Race with Glomar Consortium and Seabed Processing Strategy
Cobalt Blue Holdings has taken a major step toward global expansion, entering a strategic consortium with Glomar Minerals to develop a polymetallic nodule processing facility in…
Neo Performance Materials Starts Heavy Rare Earth Separation in Estonia, Signaling Europe’s Push for Midstream Independence
Neo Performance Materials has commissioned a heavy rare earth solvent extraction line at its Silmet facility in Estonia, reaching nameplate capacity and producing separated dysprosium and…
Serbia’s early-2026 budget expansion leans on capital spending, widening the deficit
Serbia’s budget position in the first two months of 2026 deteriorated as expenditures surged faster than revenues, driven largely by a sharp rise in capital investment.…
Srbija gradi povezanu energetsku i digitalnu infrastrukturu: zašto je baterijsko skladištenje ključno
Srbija pozicionira svoj energetski i digitalni rast kroz program od 1 GW solarnih kapaciteta uz BESS, podržan državnim finansiranjem od oko 1,9 milijardi evra. Integracija skladištenja…
Serbia’s trade deficit shrinks in early 2026, but the improvement is largely import-driven
Serbia’s trade balance improved in January–February 2026 as exports rose slightly and imports fell, narrowing the goods deficit. But the data point to stabilization through import…