ESG
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…
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,…
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.…
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.…
Portugal’s Barroso lithium project puts Europe on the front line of the battery supply race
Portugal is drawing rising investor and industrial attention for lithium, with the Barroso project seen as Europe’s potential anchor for spodumene supply. EU-backed support and long…
South America’s Critical Minerals Boom Puts the Energy Transition’s “Green” Promise to the Test
As global demand for lithium and copper accelerates, South American producers are being pulled into a resource-driven model that local communities say is deepening environmental and…
South Africa Nickel Project Faces Fresh Environmental Challenge as Permitting Process Comes Under Scrutiny
A South African environmental group has launched a second appeal in three months against government approval for nickel prospecting in the Northern Cape, intensifying debate over…
Lithium Supply Explained: Brine vs Hard Rock Production and the Global Battery Supply Chain
Lithium has become one of the most strategically important commodities in the global economy, driven by its role in lithium-ion batteries used in electric vehicles, grid…
Ukraine Iron Ore Faces 2026 Stress Test as Prices, Power Costs and EU Carbon Rules Bite
Ukraine’s iron ore sector is entering 2026 with production and export declines already underway, as weak global prices, sharply higher electricity costs and the EU’s CBAM…
Pakistan’s Critical Minerals Push Confronts Investor Reality: Security, Rules and Market Economics
Pakistan’s copper, gold and rare earth potential has drawn interest from the United States and allies seeking to diversify critical supply chains. But investor concerns—ranging from…