Europe
Greenland’s Malmbjerg and SSAB Deal Signals Europe’s Shift Toward Bankable, Traceable Molybdenum Supply
Europe is moving from spot purchasing toward long-term contracts for critical inputs, with Greenland Resources’ eight-year molybdenum offtake agreement with SSAB providing a template for more…
Boron project near Raška shifts from single deposit to a Serbia supply platform
A Canadian investor is expanding its boron plans near Raška, moving beyond the Piskanja deposit toward a cluster-style mining and processing model. The push could help…
Serbia’s industrial bet hinges on power, grids and carbon rules as Chinese capital builds a mining-to-export chain
Serbia is emerging as a key European production and processing hub as Chinese-backed investment links copper, steel and logistics to the realities of electricity cost volatility…
Refractory Materials Move to the Front of Europe’s Industrial Risk Calculus
As Europe pushes steel, cement and glass production toward lower emissions and higher efficiency, refractory materials are increasingly treated as a financial lever rather than a…
Southeast Europe’s Industrial “Perimeter” Strategy Gains Momentum as Cost Pressure Hits Western Plants
As labour and energy costs rise in Western Europe, Southeast Europe is positioning itself as an industrial “perimeter” for processing and refining—backed by lower wages, cheaper…
Energy arbitrage turns battery storage into a competitiveness lever for Europe’s metal refiners
As battery energy storage systems (BESS) spread across European refining sites, operators are using energy arbitrage—charging when power is cheap and discharging during peaks—to stabilize costs…
How Europe’s Black Mass Refineries Are Reshaping Battery Mineral Economics
Black mass refining is turning shredded lithium-ion battery waste into battery-grade inputs, with Europe expecting recycling to cover 10–20% of lithium and cobalt demand by 2030.…
Copper Smelters in Europe Are Redesigning Operations Around Power Trading
Soaring and volatile electricity prices since 2022 are pushing European copper smelters to treat power procurement like a risk-managed trading activity—using long-term PPAs, flexible scheduling, and…
Europe’s Critical Minerals Push Faces a Refining Bottleneck as Batteries Scale Up
Europe is expanding its critical minerals and battery materials footprint from mining to manufacturing, but refining capacity remains the key constraint. As gigafactories ramp up, companies…
EU targets battery-chain bottlenecks with €22.5bn industrial spending push
The European Union has outlined a roughly €22.5 billion investment pipeline under the [[PRRS_LINK_1]], directing most funding to battery materials and expanding lithium refining and recycling…