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Curtailment’s map across South-East Europe: how grid limits are reshaping renewable returns
As renewable capacity expands faster than transmission in South-East Europe, curtailment is increasingly determining which projects can reliably monetize output. The region is splitting into low-,…
Europe’s battery recycling buildout turns black mass refining into a strategic metallurgical battleground
Europe is positioning battery recycling as a structural part of the critical minerals supply chain, with policy targets under the EU Battery Regulation set to drive…
Europe’s lithium refining push grows faster than supply—yet still trails battery needs
Europe is moving from plans to projects to expand local lithium refining, but even by 2030 confirmed and advanced capacity covers only a fraction of expected…
Rising Treatment Charges and Energy Costs Put European Copper Smelters Under Strain
European copper smelters are facing a structural squeeze as treatment and refining charges jump to about $315 per tonne in 2026, reflecting feedstock competition rather than…
Middle Island Resources restarts drilling at Bobija gold project in western Serbia
Middle Island Resources has launched a new reverse circulation drilling program at its Bobija project near Ljubovija, targeting extensions of mineralised zones within a historic barite…
Rare Earth Refining Becomes Europe’s Most Expensive Strategic Constraint
Europe’s push for strategic minerals runs into a hard limit at the refining stage: separating and processing rare earth elements is highly capital-intensive, technically demanding and…
Europe Turns Critical Minerals Policy Into a Finance-Driven Supply Model
Europe is increasingly using financing, long-term offtake agreements and industrial partnerships to secure access to critical minerals, sidestepping the need for direct ownership of overseas mines.…
Europe’s Critical Minerals Pivot: From Extraction to Processing Powered by Energy Integration
Europe is increasingly prioritizing processing, upgrading, and refining over pure extraction as investors look for steadier economics. The shift is being reinforced by regional build-outs that…
Europe’s critical minerals push turns downstream first—but funding gaps still block full-scale expansion
In 2026, Europe’s mining finance is increasingly prioritizing processing, refining and recycling over new mine construction, guided by the European Commission’s Critical Raw Materials framework. Yet…
CBAM’s Carbon-Adjusted Power Costs Are Reshaping Metals Competition
Europe’s CBAM is pushing producers to price carbon through electricity as well as emissions, altering how aluminium, copper and battery-related materials compete in EU-linked markets. At…