News
China's Critical Minerals Footprint in Africa: Projects, Strategy, and Impacts
2+ mon, 3+ week ago (646+ words) Taken together, Africa's resource base gives it outsized influence over the future of critical mineral supply'provided extraction, processing, and governance challenges can be effectively addressed. China often enters at the exploration or "late exploration / early feasibility" stage'buying stakes in juniors,…...
Australia's Mining Map Signals Strategic Shift Toward Critical Minerals
1+ week, 2+ day ago (317+ words) Rare Earth Exchanges Australia's Mining Map Signals Strategic Shift Toward Critical Minerals - Geoscience Australia's 2025 map tracks 340+ operating mines with nearly 100 producing critical minerals like lithium and rare earths, positioning Australia as a key supplier for electrification and defense supply chains....
The Mirage of Minerals'and the Machinery Behind Them
2+ week, 4+ day ago (204+ words) The authors of a recent Buenos Aires Times entry (opens in a new tab) correctly identify the central truth of modern resource geopolitics: mining is not power'processing is. China's dominance did not come from owning the most deposits. It came…...
When Abundance Becomes Scarcity: The Processing Bottleneck Behind Critical Material Risk
3+ week, 19+ hour ago (311+ words) How the 2026 Gulf Water Crisis Reveals a Universal Vulnerability from Desalination to Rare Earths The core lesson is that criticality is not an intrinsic property of a material, but a function of processing concentration, infrastructure fragility and the absence of…...
Australia's Critical Minerals Push: Resource Powerhouse, Processing Question Mark
3+ week, 2+ day ago (221+ words) The piece correctly frames critical minerals as both economic and national security assets, emphasizing their role in EVs, wind turbines, semiconductors, and defense systems. It also accurately underscores the scale of demand growth'potentially tripling or more by 20302040'and the structural…...
Melissa Sanderson Warns the U. S. Is Still Behind in Critical Minerals Race
3+ week, 5+ day ago (574+ words) Rare Earth Exchanges Melissa Sanderson Warns the U. S. Is Still Behind in Critical Minerals Race - U. S. diplomat and critical minerals expert Melissa Sanderson warns that Western nations walked away from mining and processing 25 years ago, allowing China to build strategic dominance that…...
Kazakhstan's Mineral Moment-Promise Meets Physics
3+ week, 6+ day ago (200+ words) The ~$81 million state-backed exploration program, per the'Times of Central Asia, (opens in a new tab)'is both credible and strategically sound. Early-stage geology is the highest-risk phase of mining, and Kazakhstan's willingness to absorb that risk mirrors successful models in…...
UK Parliament Launches Inquiry Into Critical Mineral Security
1+ mon, 15+ hour ago (330+ words) Rare Earth Exchanges UK Parliament Launches Inquiry Into Critical Mineral Security - UK Parliament's Business and Trade Sub-Committee launched a formal inquiry into critical minerals supply amid growing concerns over global competition threatening industrial resilience. - The inquiry examines the UK government's…...
Spain Moves to Strengthen Critical Minerals Supply with "414 Million Investment
1+ mon, 3+ day ago (206+ words) Spain is taking a more assertive role in Europe's push for greater critical minerals security. According to Reuters the Spanish government has announced plans to invest "414 million (about $481 million) to expand access to key raw materials needed for the green…...
A Jungle of Minerals, Politics, and Unanswered Questions
1+ mon, 4+ day ago (371+ words) For investors watching the global critical minerals race, however, the key point is straightforward: the reform is fundamentally about gold, while rare earth potential remains largely hypothetical. The legislation centers on the Orinoco Mining Arc, a 112, 000-square-kilometer region covering roughly…...