Tag Archives: raw
Global Rare Earth Processing Race Heats Up: China, US, and Europe Compete for Supply Chain Control
The global rare earth industry is undergoing a fundamental transformation. No longer defined by the size of mineral deposits alone, the sector is now driven by…
Adani Copper Smelter Challenges: What’s Slowing India’s Ambition to Scale Global Copper Supply?
The difficulties surrounding the Adani copper smelter highlight a broader truth about the global copper industry: while demand narratives tied to electrification and infrastructure growth are…
Europe Turns Rare Earth and Magnet Strategy Into an Industrial Buildout
Europe is moving from rare-earth policy ambitions to industrial execution, aiming to connect mining-adjacent inputs, separation and refining, magnet manufacturing, and recycling through initiatives such as…
Europe’s Steel Market Transforms as Carbon Pricing Redefines Trade, Costs, and Competitiveness
Europe’s steel industry is entering a decisive new era in 2026–2027, where carbon pricing is no longer a secondary factor but a central driver of market…
Global Uranium Supply Gap Widens as Nuclear Energy Demand Outpaces Mining Production
The global nuclear energy sector is facing a mounting uranium supply gap that is beginning to reshape long-term energy security planning across major economies. As governments…
Iran Strait Closure Tightens Sulfur Supply, Raising Costs for Copper and Nickel Producers
The closure of the Strait of Hormuz has sharply constrained Gulf sulfur flows, triggering export restrictions and record prices. That squeeze is now feeding directly into…
Europe’s Technology Licensing Gap Strengthens China’s Industrial Leverage in Global Competition
Europe’s ambition to reduce strategic dependence on China is increasingly being tested in a less visible but highly consequential area: technology licensing and intellectual property control.…
Ukraine Iron Ore Faces 2026 Stress Test as Prices, Power Costs and EU Carbon Rules Bite
Ukraine’s iron ore sector is entering 2026 with production and export declines already underway, as weak global prices, sharply higher electricity costs and the EU’s CBAM…
Rising Tax Burdens Reshape Industrial Competitiveness Across Europe’s Manufacturing and Raw Materials Sectors
A growing concern is taking hold across Europe’s industrial landscape: the total tax burden on businesses is rising sharply, and its cumulative impact is beginning to…
EGA’s €145M Germany push and Eco Green deal underline a shift toward low-carbon aluminium recycling
Emirates Global Aluminium (EGA) is buying an 80% stake in Italian recycler Eco Green and investing €145 million in a major Lower Saxony facility, moves that…