China Controls 90% of Battery Graphite: Why Your EV Depends on It
The battery in your electric car contains more graphite than any other material by weight. Here is what it is, how it works and why China controls almost all of…
Energy Transition
Energy transition mining explores how the mining sector powers the shift to a low-carbon economy. From lithium and cobalt to rare earths and copper, this category covers the surging demand for critical minerals driving electrification, EVs, battery storage, and clean energy infrastructure. Follow policy shifts, global supply chain pressures, and investment flows linked to the green revolution. Ideal for analysts, investors, and energy sector observers tracking mining’s strategic role in decarbonization. Related topics: Sustainable Mining, Market Intelligence, and Metals Prices.
Blog • Sep 24, 2026
China and New Zealand Hold Second EV Talks — No Deal, but the Bigger Story Is the Supply Chain
China and New Zealand have held their second EV dialogue, with no new minerals or investment deal announced. The meeting highlights the contrast between China's integrated…
Articles • Sep 9, 2026
Copper Price Forecast 2026: Power Grid Tenders Extend Demand Curve
High-voltage grid infrastructure is becoming a more visible source of copper demand. Copper’s 2026 outlook is being shaped by a contest between two forces: a slower…
Energy Transition • Sep 5, 2026
Lithium price forecast: project delays and conversion capacity
By Charles Pitts Lithium prices are entering a more uncertain phase as demand from electric vehicles and energy storage rises while project delays limit the amount…
Mining • Sep 5, 2026
Critical minerals supply chain: processing bottlenecks and policy
Processing capacity, rather than mine supply alone, is becoming the central constraint in critical-mineral markets. By Charles Pitts The critical minerals supply chain is increasingly constrained…
Articles • Sep 4, 2026
Critical minerals demand: energy transition supply gaps
By Penny Langford The energy transition is increasing demand for critical minerals faster than many new mines, refineries and recycling facilities can be developed. The immediate…
Mining Regulation • Sep 4, 2026
Critical minerals supply chain: policy shifts and bottlenecks
Critical-minerals security is increasingly determined by processing capacity, trade policy and supply-chain control rather than geology alone. By Charles Pitts The critical minerals race is moving…
Articles • Aug 24, 2026
Copper Price Forecast 2026: Grid Upgrades and Structural Deficits Drive Market Outlook
By Penny Langford The global copper market enters 2026 caught in a high-stakes convergence of unprecedented electrical infrastructure renewal, rapid artificial intelligence deployment, and persistent supply…
Base Metals • Aug 5, 2026
Copper Price Forecast 2026: Grid Upgrades, Data Centers, and Structural Price Floors
By Charles Pitts The global copper market in 2026 is navigating a complex intersection of structural supply deficits, unprecedented demand from artificial intelligence data centers, and…
Copper • Jul 31, 2026
Copper Market Outlook August 2026: Grid Upgrades, Data Centers, and Structural Price Floors
By Charles Pitts The global copper market enters August 2026 navigating a complex equilibrium defined by persistent structural deficits, aggressive grid modernization programs, and a historic…
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