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Thermal generation rebalances across SEE as gas recovers flexibility role and coal retains strategic weight
Thermal generation across South-East Europe remained broadly stable in aggregate during Week 16, but the internal composition of that output tells a more consequential story for…
Uzbekistan’s In-Situ Uranium Recovery Technology Reshapes Global Supply Dynamics
Central Asia is emerging as a key pillar of the global nuclear fuel supply chain, with Uzbekistan accelerating uranium output through advanced in-situ recovery (ISR) technology…
Core Lithium wins A$290m funding to restart Finniss, betting on disciplined economics after 2024 price shock
Core Lithium has secured a A$290 million funding package to restart its Finniss lithium project in Australia’s Northern Territory, using conservative pricing assumptions to manage volatility.…
Iran Strait Closure Tightens Sulfur Supply, Raising Costs for Copper and Nickel Producers
The closure of the Strait of Hormuz has sharply constrained Gulf sulfur flows, triggering export restrictions and record prices. That squeeze is now feeding directly into…
Norway takes planning control of Fen rare earth project as Europe seeks supply security
Norway has moved to assume national planning authority for the Fen rare earth deposit, aiming to speed approvals for a project seen as pivotal to reducing…
Norway moves to centralise planning for Fen rare earth project to speed Europe’s critical minerals push
Norway has stepped in to take over planning for the Fen rare earth project in Telemark, aiming to accelerate development after Rare Earths Norway upgraded its…
Spanish Mountain and Wheaton agree $55mn royalty financing for British Columbia gold project
Spanish Mountain Gold has signed a $55 million royalty agreement with Wheaton Precious Metals, granting a 1.5% net smelter return on future gold and silver production.…
Non-China Critical Minerals to Trade at a Premium as US Redraws Global Supply Chains
A structural transformation is taking hold in global critical minerals markets, where price formation is no longer dictated purely by cost efficiency but increasingly by geopolitical…
Cene električne energije u Jugoistočnoj Evropi naglo pale 23. aprila, ali intradnevna volatilnost ostaje visoka zbog solarne energije
23. aprila su day-ahead cene električne energije u Jugoistočnoj Evropi znatno pale, uz smanjen neto uvoz i bolju regionalnu ravnotežu. Ipak, rasponi cena tokom dana ostali…
Vetar i solar preoblikuju cene u Jugoistočnoj Evropi, a baterije postaju ključni uslov za stabilnost tržišta
U prvom kvartalu 2026. vetar i solar u Jugoistočnoj Evropi više ne utiču samo na količine proizvodnje, već sve jače određuju formiranje cena, prekogranične tokove i…