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Data briefs
Written in-house from this atlas’s own datasets with AI assistance, and labelled as such. These are not reported news and they are not attributed to any publisher.
Vietnam bans exports of listed raw materials and titanium, in force January 2026
Vietnam's export ban, enacted in 2012 and in force in January 2026, covers raw materials of iron, lead-zinc, chromite, manganese, apatite, rare earths, and deeply processed titanium. The policy limits foreign access to these materials in their unprocessed or semi-processed forms from Vietnam.
Tajikistan bans exports of metal waste and scrap, in force January 2026
Export bans on scrap metal are typically introduced to preserve raw material availability for domestic industries. Tajikistan's ban on metal waste and scrap exports, originally enacted in 2020 and still in force in January 2026, restricts the amount of this material that can leave the country for foreign buyers.
North Korea holds 78 thousand metric tons of molybdenum reserves in 2025
Molybdenum is used to strengthen steel and is important in oil refining and chemical processing industries. North Korea's recorded reserves of 78 thousand metric tons of molybdenum in 2025 place it among the countries with quantified holdings of this industrial metal.
Norway holds 37,000 thousand metric tons of titanium mineral concentrate reserves in 2025
Titanium mineral concentrates are the raw feedstock for titanium metal and titanium dioxide, used in aerospace, paints, and coatings. Norway's reserves of 37,000 thousand metric tons in 2025 establish it as a significant holder of this material in the global resource base.
Australia holds 25,000,000 metric tons of nickel reserves in 2025
Nickel is essential for stainless steel and electric vehicle batteries, making reserve figures relevant to long-term industrial planning. Australia's 25,000,000 metric tons of nickel reserves in 2025 represent one of the largest national stockpiles of this material in the world.
The U.S. imports 98% of its xenon consumption in 2025
Xenon is used in ion propulsion systems for satellites, medical imaging equipment, and high-intensity lighting. In 2025, the United States sources 98% of its xenon from abroad, meaning domestic industries that rely on xenon have very limited insulation from foreign supply disruptions.
The U.S. relies on imports for 100% of its rubidium in 2025
Rubidium is used in atomic clocks, research equipment, and some specialized electronics. In 2025, the United States produces none of its own rubidium, making it entirely dependent on foreign sources for this material.
The U.S. imports 93% of its krypton consumption in 2025
Krypton is used in specialist lighting and laser systems, including those with aerospace and defense applications. In 2025, the United States sources 93% of its krypton from outside its borders, leaving domestic users exposed to foreign supply conditions.
China produces 69% of the world's indium in 2025
Indium is widely used in flat-panel displays and thin-film solar cells, making it important to both consumer electronics and renewable energy sectors. In 2025, China accounts for 69% of world indium production, leaving most of the global market reliant on one dominant source.
China supplies 100% of the world's gallium production in 2025
Gallium is a key material in semiconductors and LED technology, and no country other than China is recorded as producing it in 2025. This means the entire global supply of gallium for electronics manufacturing originates from a single country.
China accounts for 88% of world bismuth production in 2025
Bismuth is used in pharmaceuticals, solders, and as a non-toxic substitute for lead in several applications. In 2025, China produces 88% of the world's bismuth, so manufacturers in other countries have limited alternative sources for this material.
China produces 75% of the world's vanadium in 2025
Vanadium is used in steel alloys and large-scale batteries, making its supply chain relevant to construction and energy storage industries worldwide. In 2025, China accounts for 75% of world vanadium production, meaning most countries depend heavily on one source for this material.
From the press
White Hydrogen Drilling Push Gains Momentum Across Three Continents
Scientists and start-ups believe naturally occurring hydrogen could be the next major geological breakthrough, unleashing huge amounts of hydrogen to power the clean energy transition. Researchers in the…
Tungsten surge transforms Northcliff’s Sisson economics
The open-pit operation would produce 598,000mtu of tungsten trioxide annually, plus 4.2 million lb. of molybdenum.
SW US mine rush collides with water limits
Washington’s push to mine more copper and lithium in the U.S. Southwest is running into a harder limit than permitting: whether projects can secure enough water to operate for decades... The post SW US mine…
SW US CEO chat: Gunnison Copper seeks government cash and partner
Gunnison Copper’s (TSX: GCU; US-OTC: GCUMF) role in helping reduce U.S. dependence on imported red metal now turns more on how it’s financed than on the rocks in Arizona. Backed... The post SW US CEO chat…
SW US mine rush collides with water limits
The gap between a legal right and a secure physical supply is becoming more apparent in the US critical mineral production.
End of a dollar-centered world nears, gold to replace some bonds, fund manager says
We're in a very early part of a generational boom market in commodities, says Willem Middelkoop.
US Forest Service signs off on South32 Hermosa’s mine plan in Arizona
Hermosa hosts one of the world’s largest undeveloped zinc deposits, a battery-grade manganese deposit and the emerging Peak copper discovery.
Tungsten surge transforms Northcliff’s Sisson economics
Northcliff Resources’ (TSX: NCF; US-OTC: NCFFF) new feasibility study for the Sisson tungsten-molybdenum project in New Brunswick puts its post-tax value at more than four times the cost to build... The post…
Podcast: Gold dealers face ‘credit crunch’, ft CPM Group’s Jeffrey Christian
This week’s episode features Jeffrey Christian, managing partner at CPM Group, in conversation with host Adrian Pocobelli on the broader macroeconomic factors affecting the gold market. Christian discusses the…
Eldorado eyes bigger McIlvenna Bay copper mill
The operation is expected to average 41 million lb. of copper, 20,000 oz. of gold and 444,000 oz. of silver annually.
Eldorado eyes bigger McIlvenna Bay copper mill
Eldorado Gold (TSX: ELD; NYSE: EGO) is studying a 43% expansion of its McIlvenna Bay processing plant and a new silver-lead circuit as the Saskatchewan copper-zinc-gold-silver mine ramps towards commercial...…
Strike to begin at Sibanye-Stillwater’s US operations
A walkout by about 750 workers threatens output at the Stillwater East mine and Columbus processing facilities in Montana.
There’s no shortage of copper, it’s just in the wrong place
Reuters columnist Andy Home brought his analysis on copper and the everchanging metals market to the Northern Miner podcast.
Diablillos drilling reveals encouraging near-surface mineralization
Diablillos is one of Argentina's largest undeveloped precious-metals projects.
Liontown to earn up to 100% interest in Centenario lithium project
The farm-in agreement with NEXT Lithium gives Liontown an opening to build its brine capability early on.
China’s biggest lithium mine loses licence
Analysts nearly halve CATL’s Jianxiawo output forecast for the year as environmental hurdles delay a sustained return to production. The post China’s biggest lithium mine loses licence appeared first on The…
TerraPower selects more suppliers for Natrium components
US small modular reactor developer TerraPower has announced the selection of 12 supplier awards as it continues to build out the supply chain needed to support its first Natrium sodium-cooled fast reactor…
Sponsored video: Gold miner Erdene outlines Mongolia exploration along regional belt
Erdene Resource Development (TSX: ERD; US-OTC: ERDCF), which produces gold from Mongolia’s Bayan Khundii mine through a 50:50 joint venture with Mongolian Mining, is advancing exploration along the region’s…
U.S. Oil Stocks Drop as Fuel Demand Weakens
Crude oil inventories in the United States saw a decrease of 4.5 million barrels during the week ending August 28, according to new data from the U.S. Energy Information Administration (EIA) released on…
Ukraine’s Refinery Strikes Force Russia to Process Oil Abroad
As Ukraine targets Russia's refineries and fuel shortages worsen across the country, Moscow is now turning abroad to process its oil. Kyiv has knocked out dozens of oil refineries across Russia with drone…
India Boosts Far East Russian Oil Imports as War Upends Trade Routes
India raised its purchases of Russia’s Far East crude blend ESPO in the first seven months of the year as China backed out of the spot market in the first months of the Iran war and deliveries to India from…
Kazakhstan to Double Oil Refining Capacity by 2040
Kazakhstan plans to more than double its crude oil refining capacity by 2040 from current levels by expanding existing capacities and building a major new refinery, the country's Energy Ministry said on…
China’s biggest lithium mine loses licence
Analysts nearly halve CATL’s Jianxiawo output forecast for the year as environmental hurdles delay a sustained return to production.
Axiant hits ASX after Core Lithium completes spinout
The A$8-million float gives investors direct access to Core’s gold and non-lithium assets while Core keeps a 33% stake.
Blykalla seeks state aid for second SMR plant
Sweden's Blykalla has applied for state support for its proposed small modular reactor power plant at Untra in the Tierp municipality, for which the company applied for governmental approval last week.
Sponsored video: AME urges tax fix to advance projects
A gap in Canada’s exploration tax incentives is making it harder to finance the studies needed to turn mineral discoveries into mines, the Vancouver-based Association for Mineral Exploration says in... The…
Qatar and UAE Turn to Rare LNG Ship Transfers as Hormuz Crisis Drags On
Three LNG carriers loaded from Qatar and the United Arab Emirates in the Persian Gulf have transferred their cargoes onto other vessels outside the Strait of Hormuz in the past month, a move that’s highly…
BHP commercial chief exits amid China iron ore strain
Rag Udd’s departure leaves new CEO Brandon Craig with a critical leadership vacancy as Beijing pushes miners for better terms.
BHP commercial chief exits amid China iron ore strain
BHP (ASX, LSE, NYSE: BHP) chief commercial officer Rag Udd will leave the world’s largest miner at the end of January, opening a key leadership vacancy as China intensifies pressure... The post BHP commercial…
Rosatom considers Murmansk site focused on floating power plant construction
The establishment of a new facility to help meet the future anticipated demand for floating power plant orders is being considered by Russia's state nuclear corporation Rosatom.
Can digitised colonial records unlock the DRC’s mineral exploration potential?
DRC access to historical geological records held in Belgium; can AI turn them into a resource for mineral exploration; DRC colonial records The post Can digitised colonial records unlock the DRC’s mineral…
Liontown to acquire up to 100% of Centenario lithium project
Liontown has signed a binding farm-in agreement with NEXT Lithium to acquire up to a 100% stake in the Centenario lithium brine project, located in Salta Province, Argentina. The post Liontown to acquire up to…
Decommissioning of Chernobyl units progressing
Preparatory work for the next phase of decommissioning the three intact reactor units at Chernobyl Nuclear Power Plant is due to be completed by the end of 2028, the operators of the site say.
Pakistan Rejects Costly LNG Cargo as Blackout Risk Deepens
Pakistan may have to extend rolling blackouts after it refused to pay three times the pre-war price for an LNG cargo, which was the only offer its latest emergency tender drew. The single cargo, offered by BP…
Talisman Metals renews Fougnar Project licences in Morocco
Talisman Metals has confirmed the renewal of licences 3942418 and 3942419, which together make up the Fougnar Project located in Morocco. The post Talisman Metals renews Fougnar Project licences in Morocco…
Metso to supply process technology for GTK Mintec plant in Finland
Metso has signed an agreement with the Geological Survey of Finland (GTK) to engineer and deliver process technology for GTK Mintec’s new pilot plant located in Outokumpu, Finland. The post Metso to supply…
How robotics and automation are building the mine of the future
Mine of the future: engineering professor Steve Schafrik and Epiroc's Brad Baillio discuss robotics' role in safer, more productive mines. The post How robotics and automation are building the mine of the…
Africa’s Solar Boom Is Showing Up On Rooftops Before It Shows Up In The Statistics
Africa officially added about 4.5 GW of solar in 2025. It also imported about 18.2 GW of solar modules. Those numbers cannot simply be substituted for one another — panels sitting in warehouses or ports are…
U.S. Energy Secretary Says Venezuela Could More Than Double Oil Production
Venezuela’s crude oil production rate could double in the next few years thanks to new deals set to be signed with U.S. and other foreign energy companies, U.S. Energy Secretary Chris Wright has said. “The…
REPORT: U.S. Adds 20 GWh of Energy Storage Capacity in Q2, Largest Quarter on Record
U.S. battery energy storage capacity nearly doubles in the first 18 months of the Trump administration as grid operators turn to storage to strengthen grid reliability WASHINGTON, D.C. — The U.S. energy…
Solar & Storage Are Saving Schools Millions. See How These 6 Are Using the Extra Budget Space.
The first days of the 2026-2027 school year are upon us. Students of all ages are getting ready for another year of learning, and some of them may notice a new addition to their campus: solar panels. Today…
KOSPI tumbles despite chip buybacks: how much support can they really provide?
South Korean stocks sank on Wednesday as a renewed surge in oil prices and global bond yields hit the KOSPI's heavyweight technology and industrial names, turning Seoul into one of Asia's weakest major…
Tesla Stopped Reporting Solar Numbers 10 Quarters Ago. Now the Solar Roof Is Gone, Too.
Tesla stopped taking Solar Roof orders as of Aug. 20 and told its certified installers it will no longer supply the tiles, Electrek reported. Tesla hasn't reported a solar deployment figure since the fourth…
Saudi Arabia Plans To Free 1 Mb/d As it Invests in Nuclear Power
Saudi Arabia’s power stations, desalination plants, factories and farms consume more than 1 million barrels per day of liquid fuel that the kingdom aims to displace by 2030. Natural gas and renewables will…
Appeal Halts Public Lands Data Center in Nevada Before Construction Begins
LAS VEGAS — A federal panel today halted construction on a massive data center near Boulder City, Nevada, granting environmental groups and local residents a stay in their fight against the hyperscale facility…
Samsung, SK Hynix stocks sink 3% as a new risk hits the AI memory trade
Samsung Electronics and SK Hynix shares fell about 3% Wednesday as a fresh macro shock hit the AI-memory trade. Samsung traded at 252,750 won in early Seoul dealings, down 3.16%, while SK Hynix dropped 3.6% to…
Major U.S. Oil Port Selected for Nuclear Power Project
The port of Corpus Christi has become one of two ports selected for a project aimed at integrating small modular reactors in a bid to expand the use of nuclear power in more industries—and propel SMR…
Commission approves €30 million Portuguese State aid for agricultural, fishery and aquaculture companies facing increased fuel and fertiliser prices
European Commission Press release Brussels, 02 Sep 2026 The European Commission has approved a €30 million State aid scheme for agricultural, fishery and aquaculture companies facing increased fuel and…
Greenland Resources gets $120M LOI from Nordic Investment Bank for Malmbjerg project
Exploitation licence granted by the government gives it a “dominant mineral licence position” on the island’s east coast, the company says.
Solar Power Is Booming in Emerging Markets
Solar energy is going gangbusters. The world is adding photovoltaic solar panels at a blistering rate, shattering its own records year after year, buoyed by a flood of ever-cheaper solar panels out of China.…
U.S. Crude Inventories Drop amid Continued SPR Draws
The American Petroleum Institute (API) estimated that crude oil inventories in the United States fell 2.6 million barrels in the week ending August 28. In the week prior, US crude oil inventories rose by 4.2…
U.S. Lithium Miners Finally Have a Shot at Cashing In
After years of volatile markets, lithium prices are soaring, and everyone wants a piece. As the battery storage sector goes gangbusters on a global scale, lithium spot prices are seeing a major windfall, with…
SW US CEO chat: Hudbay builds copper giant
Hudbay Minerals (TSX, NYSE: HBM) says it can build two of the largest planned U.S. copper mines without issuing equity, thanks to a financing package backed by offtaker Mitsubishi, streamer... The post SW US…
Bessent Says Strait of Hormuz Obsolete Within Two Years
Treasury Secretary Scott Bessent says Gulf oil producers could bypass the Strait of Hormuz within two years, putting a remarkably short timetable on a pipeline buildout that has accelerated since the Iran war…
Editorial: The money is already here
Despite a sharp escalation in the Canada-U.S. trade dispute, global investors are already voting with their wallets ahead of Prime Minister Mark Carney’s Sept. 14-15 investment summit in Toronto. Total... The…
Drone wars deepen West’s critical minerals squeeze
Drones deployed in the Russia-Ukraine war account for an estimated 4% of global germanium demand, adding pressure to a small critical minerals market dominated by China, according to BMO Capital... The post…
Collective extends Colombia’s Apollo on 15-g/t gold hit
Collective Mining extended its Apollo system in Colombia, with initial resource expected to be issued this month.
Sibanye OKs copper-gold projects on two continents
Sibanye-Stillwater (JSE: SSW; NYSE: SBSW) has approved its Mt Lyell copper-gold project in Tasmania and Burnstone gold project in South Africa, advancing two long-life developments as stronger metals prices…
SW US CEO chat: Energy Fuels pivots to rare earths
Energy Fuels (TSX: EFR; NYSE-A: UUUU) is increasingly pinning its future on rare earths rather than uranium, with the Colorado‑based miner now expecting most of its earnings to come from... The post SW US CEO…
ACG starts copper concentrate output in Turkey
ACG Metals (LSE: ACG) produced the first copper concentrate from its Gediktepe mine in Turkey, marking its transition from precious metals as it targets full sulphide production by the end... The post ACG…
The Moonrider Battery Electric Tractor From GoSun Is Priced At $19,995
If you happen to be attending the Farm Progress Show in Boone, Iowa, this weekend, stop by Booth VITW2200 to view the Moonrider battery electric tractor from GoSun, a pioneer in solar-powered appliances and…
Gold price erases 2026 gains as Fed hike bets climb to 70%, silver slides
Bullion’s three-day slide has erased almost all of its 2026 gain, but the miners are coming off their best August since at least 1994.
Tanzania’s Mining Model Is Starting to Pay Off
In 1967, a Maasai herder called Jumanne Mhero Ngoma stumbled across a clump of unusual violet crystals in the Mereli Hills near the Tanzanian city of Arusha. For his discovery, Ngoma was awarded 50,000…
Collective extends Colombia’s Apollo on 15-g/t gold hit
Collective Mining (TSX, Nasdaq: CNL) has extended its Apollo system in Colombia 100 metres north after two drill holes targeting the deeper Ramp zone unexpectedly cut a new mineralized breccia... The post…
Sibanye Stillwater Limited (SBSW) Q2 2026 Earnings Call Transcript
Sibanye Stillwater Limited (SBSW) Q2 2026 Earnings Call Transcript
Geomagnetic superstorm shook GPS accuracy across the US—its timing may have averted agricultural losses
On Nov. 11, 2025, Earth experienced a severe geomagnetic storm triggered by solar flares and coronal mass ejections from an active sunspot region. While this kind of storm brings beautiful auroras admired in…
ACG Metals produces first copper concentrate at Turkish mine
The company transitioned its Gediktepe mine from precious metals and zinc to copper production.
Copper price stalls short of record as Chile’s storm-hit output slumps to 2011 low
Comex stockpiles have swollen to almost three times the copper left in LME warehouses as traders keep pushing metal into the US ahead of January's duty.
Forget Waiting for a Dip: Tesla's Best Entry Point Is Now, and Here's How to Buy
Tesla's recent stock pullback looks more like a buying opportunity than a reason to keep waiting for a "perfect" price. The company's real upside will depend on its ability to turn its Cybercab, Optimus, and…
Drone wars deepen West’s critical minerals squeeze
15 million drones are set for deployment in the Russia-Ukraine war, marking the start of mass drone warfare.
Asia Spot LNG Prices Hit 5-Month High as Hormuz Blockage Drags On
Spot LNG prices in Asia jumped on Tuesday to the highest level since the 2026 winter, as buyers compete for spot cargoes amid the still-stalled LNG traffic through the Strait of Hormuz. Asia’s spot LNG price…
Tesla's French Registrations Nearly Quadrupled While Norway Fell 79%
Tesla (TSLA) fell 3.02% intraday as August registration data across Europe came in split. Registrations, a proxy for sales, rose 279% in France and 104% in Denm
ASML Scores €2,350 UBS Target With 61.7% Upside
ASML Holding (ASML), the Dutch semiconductor-equipment heavyweight, scored a massive â¬2,350 price target from UBSâroughly 61.7% above Tuesday's Amsterdam cl
U.S. Energy Storage Capacity Installations Hit Record High in Q2
The U.S. installed a record-high energy storage capacity in the second quarter of the year as grid operators and utilities turned to storage to boost grid reliability and meet rising power demand, a new…
India and Uzbekistan eye uranium deal as ties grow
The leaders of India and Uzbekistan have announced plans to increase bilateral trade to USD5 billion per year. A long-term uranium supply arrangement looks likely to be part of that.
Proposal for Canadian marine-based SMR plant
Montreal-based Prodigy Clean Energy has announced plans for a 50 MWe full-scale Prodigy Transportable Nuclear Power Plant within the traditional territory of the Pabineau and Eel River Bar First Nations.
Tesla stock falls 3%: here's what's dragging the stock down today
Tesla stock TSLA fell 3% on Tuesday, giving back part of its 5.5% gain from the previous session as investors reassessed the company's robo-taxi prospects and digested mixed vehicle registration data from…
Solar Power Leaps Key Cost Barrier As Coal And Gas Sidelined (Shocker!)
A new report on the cost of solar power indicates that clean power can beat coal and gas for the 74 members of the Climate Vulnerable Forum, with some interesting implications for the growth of the US solar…
Russia Doubles Dark Fleet to Ship LNG to Asia
In just nine months, Russia has doubled the number of opaque-owned vessels that it uses to ship liquefied natural gas from its sanctioned Arctic LNG 2 export project, a Bloomberg analysis of vessel-tracking…
RareX starts first RC drilling at Khaleesi complex in WA
RareX has begun its first reverse circulation (RC) drilling campaign at the Khaleesi Alkaline Intrusive Complex in Western Australia (WA). The post RareX starts first RC drilling at Khaleesi complex in WA…
