Tag Archives: world
Zambia’s Mingomba Copper Stake: How Ownership Plans Could Shape Long-Term Value
Zambia, via ZCCM Investments Holdings, holds a 20% stake in the Mingomba copper project and has signaled plans to raise it to 25%. With shaft-sinking and…
Copper in 2026: Tariffs, Acid Supply Shocks and Fragmented Trade Are Repricing the Market
Copper’s 2026 price signals are being rewritten by policy and logistics rather than traditional demand indicators. US tariff design, sulphuric acid constraints and regional delivery gaps…
Geopolitics Turns Critical Raw Materials Into Strategic Power Assets
In 2026, critical raw materials are increasingly governed by export controls, state reserves, and national security priorities rather than traditional supply-and-demand cycles. The shift is already…
EBRD backs Sarytogan Graphite with A$1.4m boost as Kazakhstan graphite project nears bankable feasibility
Sarytogan Graphite has secured an additional A$1.4 million from the EBRD, completing an agreed equity placement and clearing key regulatory hurdles as its Kazakhstan graphite project…
Cove Kaz Wins Majority Control of Kazakhstan Tungsten Joint Venture, Advancing a $1.1 Billion Critical Minerals Buildout
Cove Kaz Capital Group has secured a 70% controlling stake in a major Kazakhstan tungsten joint venture, moving the project from exploration potential toward an execution-focused…
Critical Minerals Reset: Consolidation, Lithium Integration and Geopolitical Control Reshape Global Mining
Mining is shifting from a commodity-driven cycle to a resource-power contest, with investors prioritizing projects that secure control from extraction through processing and manufacturing. Consolidation in…
DRC Probes Copper and Cobalt Revenues Amid Questions Over Capturing Mining Value
The Democratic Republic of Congo stands at the center of the global copper and cobalt supply chain, yet a critical imbalance persists: record-breaking production has not…
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…
China’s Mining Consolidation Versus the West’s Buildout: A Capital-Driven Split in Critical Raw Materials
Chinese-listed miners are increasingly prioritizing acquisitions of producing assets to lock in near-term cash flow and control, while Western peers remain focused on financing and advancing…
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…