Base metals
Germany and Serbia Tighten Mining Cooperation as Europe Builds Closer Critical Materials Links
A German delegation’s visit to Serbia—centered on geology and mining collaboration—underscores how Europe is shifting from raw-materials policy statements toward tighter, EU-aligned supply-chain execution. The focus…
Northern Graphite bets on mine-to-battery integration to diversify graphite supply beyond China
As Western buyers push for less dependence on Chinese graphite processing, Northern Graphite is moving from concept to execution with a vertically integrated plan aimed at…
Europe’s mining shift moves from deposits to refining capacity, reshaping deals and risk
Europe’s metals industry is increasingly competing on processing and refining, not just on access to deposits. A growing mix of offtake-backed financing, trading-house involvement, and portfolio…
Europe’s Mining M&A Picks Up as Strategic Metals Become the Capital Allocation Priority
European mining dealmaking is accelerating in early 2026, with global mergers, acquisitions and financing topping $11 billion and larger transactions returning. The shift is being driven…
Southeast Europe’s Western Tethyan Belt Draws Capital—But Investors Are Now Testing Projects on ESG and Energy Readiness
Southeast Europe is moving from junior exploration interest to a broader mining cycle across the Western Tethyan Belt, led by Serbia’s copper-gold districts and expanding project…
Europe Builds a Processing-Led Supply Model for Battery Metals and Power Grids
Europe’s industrial strategy is shifting from owning raw materials to capturing value through processing, chemical transformation, recycling and supply-chain integration—especially for battery-critical inputs like nickel, rare…
Battery metals rerouted: North Africa and the Gulf take on refining roles as Europe cuts Russian exposure
As Europe seeks to reduce reliance on Russian-processed battery materials, a supply corridor linking Sub-Saharan Africa, Morocco and the Gulf is increasingly taking over parts of…
Europe’s battery metals pivot: how Russian refining links are being unwound and rebuilt
Europe’s effort to secure a resilient, low-carbon battery metals supply chain is colliding with a structural legacy of Russian refining. Since 2022, metals flows have been…