ESG
Norway’s Fen Rare Earth Find Puts Europe’s Critical Minerals Strategy to the Test
Norway’s Fen Carbonatite Complex has been re-estimated at 15.9 million tonnes of rare earth oxides, with about 19% neodymium and praseodymium—key inputs for magnets used in…
Salta’s Lithium Push Turns Argentina’s Northern Province Into a Europe–Mercosur Supply-Chain Bridge
As the EU–Mercosur trade framework moves toward provisional implementation in May 2026, Argentina’s Salta is positioning itself as a strategic link between South America’s mineral supply…
Critical minerals prices are being reshaped by geopolitics, not just production costs
Signals from U.S. trade leadership point to a willingness in Western economies to pay structurally higher prices for critical minerals sourced outside China. The shift is…
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…
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…
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.…