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BHP Targets Copper Leadership in 2025 as Demand Surges and Supply Tightens
As global demand for industrial metals accelerates, BHP Group is placing copper at the centre of its long-term growth strategy. The shift reflects a deeper transformation…
Rare Earth Supply Crunch Deepens as China’s Dominance Challenges Western Industrial Strategy
The global rare earths sector is no longer a marginal corner of the mining industry. It has evolved into a strategic industrial ecosystem where processing, refining,…
Gold as a hedge in a system under strain: why investors look beyond traditional portfolios
As central banks expand balance sheets and sovereign debt rises, the assumptions behind standard portfolio diversification can break down during currency stress. Gold’s fixed supply dynamics,…
Asia Pacific Critical Minerals Mining: How Infrastructure Dominance Is Reshaping Global Supply Chains
The Asia Pacific region has become the central pillar of the global critical minerals mining system, not because of resource abundance alone, but due to its…
Lithium’s New Power Map: Mining Concentration, China’s Refining Bottleneck, and the Race to Secure Battery Supply
Lithium has shifted from a commodity to a strategic supply chain, with geopolitical leverage increasingly determined by who controls refining and battery manufacturing rather than just…
Cene struje u Jugoistočnoj Evropi pale 22/4 pod pritiskom hidro proizvodnje i rasta uvoza
Na dan 22/4 većina tržišta Jugoistočne Evrope zabeležila je dvocifrene procentualne padove cena električne energije, dok je mađarska HUPX dnevna bazna cena skliznula na 111,37 €/MWh.…
Strong hydro and higher imports push Southeast Europe day-ahead power prices down on 22 April
Day-ahead power prices fell across most of Southeast Europe on 22 April delivery, driven by a jump in available generation from hydro and a sharp rise…
Europe’s Technology Licensing Gap Strengthens China’s Industrial Leverage in Global Competition
Europe’s ambition to reduce strategic dependence on China is increasingly being tested in a less visible but highly consequential area: technology licensing and intellectual property control.…
Srbija ubrzava pregovore sa SOCAR-om o gasnoj elektrani od 500 MW kod Niša
Ministarka energetike Dubravka Đedović razgovarala je u Beogradu sa predstavnicima SOCAR-a o usklađivanju tehničkih specifikacija i komercijalnih uslova za novu gasnu termoelektranu kod Niša. Cilj je…
Europe’s Rare Earth Dependency Exposes a Strategic Weakness in the Green Industrial Transition
Europe’s ambition to lead the global energy transition is increasingly constrained by a less visible but critical bottleneck: a structural dependence on imported rare earth elements.…