China’s 15th Five-Year Plan
China 15th Five-Year Plan lithium policy tightens mining permits and boosts energy storage, signaling stronger control over global lithium supply.
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China 15th Five-Year Plan lithium policy tightens mining permits and boosts energy storage, signaling stronger control over global lithium supply.
MP Materials Texas magnet plant 2028 will produce NdFeB magnets for EVs and defense, backed by a $1.25B project and Pentagon support.
US copper refining crisis 2026 exposes smelter shortages as the US exports concentrate and imports refined metal.
ERG Metalkol Copper Mark certification 2026 makes it the first tailings site approved under global ESG standards, boosting clean copper supply.
Mining ESG Reporting 2026 reveals 7 critical disclosure mistakes that raise investor risk premiums and cut mining company valuations.
The November 2025 "pause" wasn't a reversal. It was tactical repositioning. While headlines celebrated China's suspension of certain October 2025 export controls, the core architecture remained…
Going-private transactions don't usually make headlines. They're the mining industry's equivalent of taking your LinkedIn profile offline: you're still working, you just don't want everyone watching.…
The mining industry spent the last decade chasing critical minerals. Lithium. Cobalt. Rare earths. The problem nobody wants to admit: the countries sitting on those deposits…
The LME vs SHFE copper arbitrage gap in 2026 reveals diverging demand signals, positioning risk, and why traditional arbitrage no longer works.
Rare earth supply chain chokepoints expose China’s control over mining, processing, magnets, and exports, threatening global security.
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