Technology
Allied Graphite locks in furnace partners as battery-grade processing becomes the real battleground
Allied Graphite has formalized partnerships with Harper International and ONEJOON to secure vertical furnace systems for producing battery-grade graphite. The move underscores how, as global supply…
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…
Financing and Execution Risks Rise as Southeast Europe Repositions the Western Tethyan Belt
Australian-listed junior explorers are increasing activity across eastern Serbia and Bosnia and Herzegovina as the Western segment of the Tethyan metallogenic belt is revalued. The shift…
Europe’s Strategic Materials Push Expands Beyond Batteries, Linking Food, Chemicals and Low-Carbon Steel
Europe is widening its strategic materials strategy beyond battery supply chains to include inputs for fertilisers, chemicals and green steel. The shift reflects concerns about external…
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…
Cosmos Exploration’s Cross-Border Lithium Strategy Targets Supply-Chain Risk in Europe
Cosmos Exploration is positioning itself as a coordinator of cross-border lithium supply chains in Europe, seeking to align resources with refining, logistics and industrial demand. The…
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…
Umicore’s European bet on recycling and refining: building resilience in battery metals supply
As electric vehicle demand lifts the volume of end-of-life batteries, Umicore is positioning its Belgium operations to turn recovered materials into battery-grade inputs. The company’s model…