Tag Archives: lithium
Fragmented Metals Markets 2026: Copper Leads Demand, Lithium Stabilizes, and Africa Becomes the New Supply Battleground
The global metals market in 2026 is no longer moving in sync. Instead of broad, cycle-driven rallies, the sector is entering a phase of fragmentation, where…
EU Court challenge puts Portugal’s Barroso lithium project in the spotlight
Residents’ group Associação Unidos em Defesa de Covas do Barroso and ClientEarth have asked the European Court of Justice to review the European Commission’s decision to…
Environmental and community groups sue EU over “strategic” lithium mine designation in Portugal
Associação Unidos em Defesa de Covas do Barroso (UDCB) and ClientEarth have filed a case at the European Court of Justice challenging the European Commission’s decision…
Europe’s Rare Earth Magnet Challenge: NdFeB Supply Chains, China Dependence and the Rise of Nearshoring
Europe’s electrification ambitions increasingly depend on a critical yet largely invisible component: neodymium–iron–boron (NdFeB) magnets. These high-performance magnets are essential to electric vehicles, wind turbines and…
Savannah pushes ahead with Barroso lithium project as Europe targets supply independence
London-listed Savannah Resources is accelerating work on its Barroso lithium project in northern Portugal, citing expanding spodumene resources and a financing runway supported by a €110mn…
Middle East risk spotlights Europe’s critical minerals exposure—and the limits of current plans
Europe’s push to secure critical minerals for defence and industry is being tested by Gulf of Hormuz tensions, which are tightening access to key inputs such…
US and EU pursue different playbooks to secure critical minerals supply
As demand for battery metals and rare earths accelerates, the US and European Union are tightening their approaches to resource security—with Washington leaning on funding, offtakes…
Europe’s Critical Minerals Strategy Faces a Demand-Driven Reality Check
As the EU rolls out the next phase of its critical minerals strategy, analysts warn that the bloc is leaning heavily on supply expansion while underplaying…
Colombia Election Puts Mining Policy to the Test as Latin America Rebalances
Miners are watching Colombia’s presidential election for signs that Latin America’s shift toward market-friendly governance can translate into more predictable rules for capital-intensive projects. The vote…
Verisk Maplecroft flags South America as a lower-risk hub for Western critical minerals
A new Verisk Maplecroft report argues that South America offers Western buyers a more manageable mix of resource scale and political risk as they try to…