Tag Archives: lithium
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…
Central Asia’s Critical Minerals Push Faces a Test of Execution as Western Buyers Seek Alternatives to China
Central Asia—home to Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan—has drawn renewed interest as global demand for critical minerals rises and the U.S., EU and Japan seek…
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.…