Finance
Europe’s Industrial Resilience Runs on Silicon, Fertilisers and Specialty Materials—Not Just Battery Metals
Beyond the spotlight on lithium and nickel, Europe is leaning into silicon, fertiliser minerals and specialty materials to strengthen supply security for semiconductors, agriculture and advanced…
Europe Turns Metals Into a Processing-and-Contracts Business as Energy Costs and Supply Risks Rise
Europe is rebuilding its metals competitiveness around processing, recycling and long-term contracts, rather than expanding raw-material dominance. Across copper, aluminium and steel, the strategy leans on…
Europe’s Mining Bet Shifts From Ground to Governance as Foreign Capital Shapes Value Creation
Even with advanced mining jurisdictions and a growing pipeline for battery metals, Europe still relies on non-European backers for financing and processing. The strategic battleground is…
Serbia tightens the rules of investment funding as lenders demand clearer project economics
With borrowing costs still elevated despite easing inflation, Serbia’s credit growth is continuing—but financing is increasingly funneled toward capital-intensive and revenue-backed projects. The shift is reshaping…
Serbia’s external gap tracks investment build-out, not underlying consumption strain
Serbia’s widening external deficit is linked to a capital formation cycle: imports are rising as machinery, equipment and intermediate goods pour in to support infrastructure, energy…
$100 Billion Critical Minerals Deal Wave Signals a Shift Toward Contract-Backed Risk Management
Mining deal activity in critical minerals is running above $100 billion per year in 2025–2026, but the real story for investors is how financing and supply…
Europe’s Mining Investment Trap: Why Capital Isn’t Reaching Production
Europe has poured money into critical minerals to reduce reliance on external suppliers, but many projects remain stuck before final investment decisions. The bottleneck stems from…