Tag Archives: nickel
Nickel’s Advantage Over Cobalt Widens as Battery-Metals Markets Reprice Under Policy and Supply-Chain Shifts
Nickel is strengthening its position as a scalable battery and industrial metal, while cobalt’s outlook is increasingly shaped by export controls, governance scrutiny, and the fact…
China, Russia, and Central Asia Redefine Global Critical Minerals Supply Chains Through Competing Industrial Strategies
The global race for critical minerals is no longer determined by who owns the largest deposits—it is defined by who can transform resources into industrial output.…
Africa Moves to the Center of the Lithium and Battery-Metals Race as Processing Control Becomes the Prize
Africa’s role in the lithium and battery-metals boom is shifting from raw-material supply to processing and integration, as China-led projects push mine-to-refining ecosystems while Western investors…
ASX Mining’s Global Pivot: Why Processing Capacity and Cross-Border Supply Chains Are Now Driving Valuations
Australian-listed miners are increasingly building multi-country critical minerals systems that pair upstream assets with processing hubs and US or European offtake. The shift is pushing investors…
Europe pushes for integrated lithium and critical minerals supply chains to cut import dependence
Europe is moving from policy ambition to execution by building domestic extraction, refining and recycling capacity—starting with lithium and rare earths—to reduce exposure to foreign processing…
Altilium’s Funding Push Signals Europe’s Battery Recycling Moves From Niche to Strategic Supply Chain
UK clean-tech firm Altilium is raising capital to scale battery recycling in Europe, aiming to turn end-of-life EV batteries into secondary lithium, nickel and cobalt. The…
China’s strategic minerals catalogue expands to 36, reframing resources as industrial leverage
A widely referenced but unofficial catalogue of China’s “strategic minerals” points to a policy shift: Beijing is treating key materials not only as supply risks to…
Offtake Deals Become the New Financing Engine in Global Mining as Contracted Demand Drives Bankability
Across lithium, rare earths and nickel markets, offtake agreements are increasingly being used to unlock final investment decisions and financing—shifting value from geology to contracted production.…
Why Germany’s Capital Markets Lag in Global Mining Finance: Deutsche Börse’s Limited Role in Critical Raw Materials
Despite being Europe’s industrial powerhouse, Germany plays only a minor and indirect role in global mining finance. Recent corporate activity linked to Deutsche Börse highlights a…
Toronto’s Mining Finance Boom Fuels Exploration—But the Downstream Value Gap Persists
Toronto’s TSX and TSX Venture markets are again drawing heavy equity capital into drilling and early-stage studies, reinforcing Canada’s role as the world’s hub for exploration…