Critical Minerals and Global Supply Risks
Explore how lithium, rare earth elements, and copper drive the clean energy transition while China's dominance in critical minerals poses supply risks for Western economies.
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Charles Pitts is the publisher of Skillings Mining Review, the trade journal that has covered mining since 1912. He writes on the macro forces behind metal prices: commodity cycles, sovereign capital and the shifting sources of demand. His current work argues that hyperscale AI, and the gigawatt-scale power its data centres need, is becoming a buyer of lithium and copper in its own right, competing with the automotive supply chain for tier-one reserves.
Explore how lithium, rare earth elements, and copper drive the clean energy transition while China's dominance in critical minerals poses supply risks for Western economies.
The Global Investor Commission on Mining 2030 calls for investors to adopt new strategies to meet the growing demand for critical minerals needed for the green…
The R400-million exploration fund in South Africa aims to boost junior miners, but experts argue that significant challenges remain. Explore the key obstacles and potential opportunities…
Golden Lake Exploration (CSE ) expands its drilling program to include the historic Sterling Tunnel mine at the Jewel Ridge property in Nevada, a key site…
Rio Tinto’s 2024 ‘Beyond Rare’ tender highlights a prestigious collection of 48 rare diamonds, including historic Argyle pink diamonds, yellow diamonds from Diavik, and exclusive masterpieces…
Explore the economic contributions of the vertically integrated Australian aluminium industry, highlighting its impact on jobs and the economy while addressing vulnerabilities from energy transitions and…
Copper prices surged to four-month highs amid signs of economic recovery in China and U.S. Federal Reserve rate cuts. Despite potential supply surplus, demand from China’s…
Sandvik Mining and Rock Solutions unveiled its Lithium Iron-Phosphate (LFP) battery technology for underground drills at MINExpo 2024. Field tests show improved performance, safety, and durability…
World Economic Forum Identifies Key Barriers and Solutions to Critical Mineral Supply Gaps
Schneider Electric partners with Glencore to transform the copper supply chain and improve decarbonization efforts, addressing soaring demand while enhancing circularity and sustainability.
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