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Angola bans exports of quartz and gypsum under a 2024 policy in force January 2026
Quartz is used in semiconductor manufacturing and specialty glass, while gypsum is a primary input for wallboard and cement in construction. Angola's export ban on both materials, in force as of January 2026, restricts access for foreign buyers who had been sourcing quartz and gypsum from Angola.
Vietnam bans exports of raw iron, lead-zinc, chromite, manganese, apatite, rare earths, and deeply processed titanium
Vietnam's export ban, in force as of January 2026, covers a range of raw and semi-processed materials that feed into steel, electronics, fertilizer, and advanced manufacturing supply chains worldwide. Buyers outside Vietnam who previously sourced these materials from Vietnamese exporters must find alternative supply or use more processed forms of the materials.
Indonesia holds 760,000 metric tons of cobalt reserves in 2025
Cobalt is a critical component in lithium-ion batteries used in electric vehicles and portable electronics. Indonesia's reserves of 760,000 metric tons in 2025 position it as a country with a substantial cobalt resource that is relevant to the global battery supply chain.
Greece holds 280,000 thousand metric tons of magnesium compound reserves in 2025
Magnesium compounds are used in refractories that line high-temperature furnaces in steel and cement production, as well as in agriculture and environmental applications. Greece's reserves of 280,000 thousand metric tons in 2025 represent one of the larger national stockpiles of this industrial mineral.
Uzbekistan holds 100,000 thousand metric tons of phosphate rock reserves in 2025
Phosphate rock is the primary raw material for fertilizers that support global food production, and known reserves determine how long a country can sustain or expand its role as a supplier. Uzbekistan's reserves of 100,000 thousand metric tons recorded in 2025 place it among the countries with a significant long-term phosphate resource base.
The U.S. imports 100% of its scandium consumption in 2025
Scandium is used to strengthen aluminum alloys for aerospace and sporting goods, and in solid oxide fuel cells. With a net import reliance of 100% of apparent consumption in 2025, the United States has no domestic scandium production and must source the material entirely from other countries.
The U.S. imports 100% of its arsenic consumption in 2025
Arsenic is used in wood preservatives, semiconductors, and certain glass manufacturing processes. The United States has a net import reliance of 100% of apparent consumption in 2025, meaning no domestic arsenic is produced and the country depends entirely on foreign sources for a material embedded in several industrial supply chains.
The U.S. imports 100% of its strontium consumption in 2025
Strontium compounds are used in pyrotechnics, specialty glass for television screens, and some ferrite magnets. A net import reliance of 100% of apparent consumption in 2025 means the United States produces no strontium domestically and any disruption to foreign supply has an immediate effect on industries that use it.
South Africa mines 71% of the world's platinum in 2025
Platinum is used in catalytic converters, fuel cells, and industrial chemical processes, and has no direct substitute in many of those applications. South Africa's 71% share of world platinum production in 2025 means that events affecting South African mining operations can rapidly affect platinum availability for industries worldwide.
China supplies 75% of the world's vanadium in 2025
Vanadium is added to steel to increase strength and is used in large-scale vanadium redox flow batteries for energy storage. China's 75% share of world vanadium production in 2025 means that steelmakers and battery manufacturers in other countries are heavily dependent on a single national source.
China accounts for 87% of world silicon production in 2025
Silicon is a foundational material for electronics, solar panels, and construction materials such as silicones and sealants. With China supplying 87% of world production in 2025, manufacturers outside China that rely on silicon face limited alternative sources if supply from China is reduced.
China produces 60% of the world's fluorspar in 2025
Fluorspar is a mineral used to make hydrofluoric acid, which in turn is essential for producing refrigerants, aluminum, and semiconductors. When 60% of world fluorspar production comes from China in 2025, disruptions to Chinese output or exports have direct consequences for those downstream industries everywhere else.
언론 보도
US Department of Energy names helium to critical materials list
Global demand for helium is growing faster than production, increasing supply risks for American manufacturers, DOE said.
Bannerman pulls trigger on $353M uranium mine
Construction on the Etango uranium project in Namibia approved, with funding secured without project debt and first production targeted for 2028.
U.S. Dips Into Strategic Oil Reserve Again Amid Supply Disruptions
The United States is dipping into its Strategic Petroleum Reserve again, this time to keep crude flowing to a Louisiana refinery while oil prices climb above $117 per barrel. The reserve, meanwhile, is already…
Why Trump and Carney Haven’t Touched Energy in Their Tariff War
The United States and Canada are locked in an energy trade war – sort of. Although United States President Donald Trump and Canadian Prime Minister Mark Carney have lobbed plenty of blisteringly high tariffs…
White House says the US is lifting tariffs on some Canadian goods
Susan Collins, a Republican in a tight race to keep her senate seat in next month's elections, said she had been working with the White House on tariff relief.
Newmont prices Red Chris expansion at up to $4.8B
Newmont (NYSE, ASX: NEM) put a price of up to $4.8 billion (C$6.4 billion) on taking its Red Chris copper-gold mine underground in British Columbia, with commercial production targeted for... The post Newmont…
Lithium’s $100B question: Who will build 134 new mines?
Global lithium demand is expected to more than triple by 2050, equivalent to the output of 134 new mines and more than $100 billion (C$139.8 billion) in investment before accounting... The post Lithium’s $100B…
New Found Gold doubles Queensway valuation to $1.7B
New Found Gold (TSX, NYSE-A: NFGC) has more than doubled the projected value of its Queensway gold project in Newfoundland to C$1.73 billion while expanding measured and indicated resources by... The post New…
Southern Copper weighs $680M Cuajone expansion
Southern Copper (NYSE, BVL: SCCO) is evaluating a $680-million (C$950.6 million) expansion of its Cuajone mine in southern Peru to counter declining ore grades and improve efficiency as the copper... The post…
Moon River lifts Davidson value to $879M, tungsten output jumps
The project remains at the preliminary assessment stage, with no mineral reserves.
Bannerman pulls trigger on $353M uranium mine
Bannerman Energy (ASX, NSX: BMN; US-OTC: BNNLF) and its Chinese partner CNNC Overseas have approved construction of the Etango uranium project in Namibia, with funding secured without project debt and... The…
Op-Ed: Nicaragua mining – the golden bridgehead threatening US national security
The critical minerals debate has become obsessed with pure geology, but mineral security is not determined by geology alone, writes Nicholas Vafeas.
New EV Battery Gives Gasmobiles The Deep Freeze
Mystery swirls around a new EV battery from the Finnish startup Donut Lab, which has just passed an extreme cold-weather performance test. The post New EV Battery Gives Gasmobiles The Deep Freeze appeared…
From Chip Lab to Center Stage
Many engineers are more comfortable working behind the scenes developing technology than speaking to consumers about products. But Preethi Ashwath has learned to take center stage, talking about the “hearable”…
What Can Grid Flexibility Actually Do Here?
Grid flexibility is not one resource or one number. A new open TFIE Strategy report maps how batteries, demand, networks, interconnection and other resources change value with location, duration and operating…
6 Million Barrels in Two Minutes Draws CFTC Scrutiny
Oil traders sold futures equivalent to at least 6 million barrels of crude in just two minutes on March 23, shortly before President Donald Trump backed away from threats to strike Iranian power plants. Now…
Newmont prices Red Chris expansion at up to $4.8B
The project in British Columbia would produce an annual average of 275,000–325,000 oz. gold and 65,000–85,000 tonnes copper from 2035 through 2040.
Strategic new protections could link 13 Pacific deep-sea reserves into connected network
Protected areas have been set up to shield deep-sea life from the impacts of seabed mining in the Pacific Ocean. However, new research led by scientists at Plymouth Marine Laboratory (PML) and published in…
Moon River lifts Davidson value to $1.2B, tungsten output jumps
A new study from Moon River Moly (TSXV: MOO; US-OTC: MRIVF) raises the estimated value of its Davidson molybdenum-copper-tungsten project in British Columbia by 20% and more than quadruples tungsten... The…
Integra needs production jump to hit gold target
Integra Resources (TSXV: ITR; NYSE-A: ITRG) needs fourth-quarter gold production to rise at least 32% from the previous three months to meet its annual target, even after reporting a second... The post Integra…
$120 Oil Is Almost Here, and Trump Has Few Good Options
Brent crude nears $120 as escalating Saudi-Houthi tensions fuel another weekly oil price rally, putting fresh pressure on Trump. Friday, October 23, 2026 The slow creep of oil prices towards the $120 per…
Mining Forum video: B2Gold looks beyond Goose setbacks to cash growth
B2Gold (TSX: BTO; NYSE-A: BTG) aims to turn its troubled Goose mine in Nunavut into a 300,000-oz.-a-year gold producer once crushing upgrades are complete, President and CEO Mike Cinnamond says.... The post…
Posiva given go-ahead to operate Finnish used fuel repository
Finnish radioactive waste management company Posiva has been granted a licence to operate the encapsulation and final disposal facility for used nuclear fuel located in Olkiluoto. It is the world's first…
Middle East Physical Crude Slides While Brent Hits Five-Month High
In contrast with the international benchmark futures prices, the prices of physical crudes from the Middle East have softened this week, as oil continues to flow out of the Persian Gulf in ship-to-ship…
Mining Forum video: Garofalo’s Gold Royalty seeks growth without dilution
Gold Royalty (NYSE: GROY) aims to use growing income from its existing portfolio to finance acquisitions without fresh share sales, Chairman and CEO David Garofalo says. Ten assets now generate... The post…
Oil India Strikes Natural Gas in Shallow Offshore Basin
State explorer Oil India Limited (OIL) has found natural gas in a previously unexplored formation in the shallow Krishna-Godavari Basin, the Indian company said on Friday. OIL has made the discovery at the…
Diesel price surge putting mining profits to test
Rising fuel bills are squeezing copper and iron ore producers, while strong bullion prices help miners protect profit margins.
FID sees Etango enter full-scale construction
A positive final investment decision from the Bannerman Energy-CNNC Overseas joint venture means the Etango uranium project in Namibia can transition into full-scale construction activities, with commissioning…
The Hidden $40-Per-Barrel Cost Driving Oil Prices Higher
When Americans think about the price of oil, they usually focus on the number quoted every day in financial markets. If Brent crude is trading above $100 a barrel or West Texas Intermediate is near $100, those…
New Found Gold doubles Queensway valuation to $1.2B
A revised PEA shows the Newfoundland gold project’s resources increased by 38%.
Central banks pile into gold as China leads buying spree
Central banks accelerate bullion purchases as China expands reserves, reinforcing gold's role in global monetary strategy.
U.S. Partner in Venezuela Oil Deal Looks to Hike Crude Production
The privately held company that’s partnering with the U.S. Administration to boost oil production in Venezuela has raised output by about 20,000 barrels per day (bpd) since August and plans to soon add more…
Sandvik to deliver 25 underground units to Northern Star in Australia
The post Sandvik to deliver 25 underground units to Northern Star in Australia appeared first on Mining Technology .
Thiess secures two five-year mining contracts in Mongolia
Thiess has secured two five-year mining contracts in Mongolia, covering both underground services and asset management at major sites. The post Thiess secures two five-year mining contracts in Mongolia…
Rosatom eyes 2027 for Uzbek large reactor construction
Rosatom plans to launch construction of the large-scale nuclear units at the planned power plant in Uzbekistan in 2027, CEO Alexey Likhachev has said during a visit to the construction site.
Halo Minerals clears key hurdle at Chile copper project
Local authorities have authorized dredging at Playa Verde, which moves the tailings recovery venture closer to an investment decision.
Oil Prices Hold Near $100 as Middle East Risks Offset Peace Hopes
December WTI crude oil is nearly unchanged for the week, but the flat result hides a rough ride. The contract opened at $99.04, rallied to $101.37, then broke to $95.25 before recovering back to its opening…
Renewables Boom Pushes Australia’s Gas Power to Quarter-Century Low
Record renewable power generation and a surge in grid-scale battery capacity pushed Australia’s gas-powered generation to its lowest for any third quarter since 2000, the Australian Energy Market Operator…
Kodal targets Ghana lithium growth beyond Mali mine
The miner plans a $13-million exploration push in West Africa, funded by cash flow from its Bougouni operation.
European Natural Gas Prices Surge to Highest Level Since 2022
The benchmark European natural gas price jumped by 3% at opening in Amsterdam on Friday as the Middle East escalation continues to restrict Qatari LNG flows and some EU countries started tapping gas in storage…
Rio Tinto commits $1.9bn for Queensland’s Kangwinan bauxite project
Rio Tinto has announced a $1.9bn investment to develop the Kangwinan bauxite project located in Queensland’s Western Cape York Peninsula. The post Rio Tinto commits $1.9bn for Queensland’s Kangwinan bauxite…
Metals One agrees terms to acquire full stake in Lions Bay Resources
Metals One has signed a binding term sheet for the proposed full acquisition of Lions Bay Resources (LBR), aiming to expand its focus on gold and power operations in South Africa. The post Metals One agrees…
Cornish Metals raises $181m to fund South Crofty tin project in UK
Cornish Metals has completed a fundraising round, securing £135m ($181m) before expense through the issue of 225,000,000 new ordinary shares to support the South Crofty tin project in Cornwall, UK. The post…
Lights will stay on this winter, grid operator says after concerns
The assurance from the National Energy System Operator comes amid concern from its engineers about their ability to ensure adequate supply.
Brent Hits $114 as Houthi Attacks Threaten Saudi Energy Infrastructure
Crude oil prices were on course to book a sharp weekly gain, with Brent crude on track for gains of about $6 per barrel and WTI registering a much more modest tick higher, from around $99 per barrel on Monday…
Optivolt Raises $32M to Build the Brain for Solar Panels of the Future
Series A led by VXI Capital, with backing from the people who built modern solar, including founding Enphase CEO Paul Nahi, former SunPower CEO Tom Werner and former New York energy czar Richard Kauffman Nine…
Hyundai Motor Delivers Bali’s First Electric Buses for Public Transport
Hyundai Motor partners with Laksana to deliver 11 COUNTY EV buses to GGGI for the first electric bus public transportation pilot project in Bali, Indonesia Field quality assurance program to monitor vehicle…
Why Trump Can't Afford to Lose The Rare Earth Race
For years, the West has searched for a technological escape hatch from rare earths. Engineers have developed new motor designs, alternative magnet chemistries, and materials that reduce or even eliminate the…
ANALYSIS: Solar & Storage Growth Drives Down Summer Wholesale Electricity Prices by 42% in Texas & 51% in California
New analysis shows how solar and storage are lowering electricity costs in red and blue states as affordability takes center stage heading into the midterm elections. WASHINGTON D.C. — As energy affordability…
Rolls-Royce nears government subsidy deal to develop new engine in UK, FT reports
Rolls-Royce nears government subsidy deal to develop new engine in UK, FT reports
Newmont Corporation (NEM) Q3 2026 Earnings Call Transcript
Newmont Corporation ( NEM ) Q3 2026 Earnings Call October 22, 2026 5:30 PM EDT Company Participants Neil Backhouse - Group Head of Treasury & Investor Relations Natascha Viljoen - CEO, President & Director…
Sierra Club Applauds Approval for Ameren Missouri’s New Solar & Storage Projects
ST. LOUIS, Mo. — Yesterday, the Missouri Public Service Commission (PSC) approved Ameren Missouri’s proposal to build solar and storage projects. The Sierra Club and its members supported the projects at…
LNG Canada Doubles Capacity as Asia Looks Beyond the Gulf
Last month, Shell (NYSE:SHEL), alongside Malaysia's PETRONAS, China's PetroChina, Mitsubishi Corporation and KOGAS, officially approved the Final Investment Decision (FID) for the LNG Canada Phase 2 expansion…
Mining Forum video: Majors are waking up to discoveries, fund manager says
Willem Middelkoop is targeting new discoveries and mines nearing production to capture gains from a commodities rally he says could last for decades.
I've Covered Tesla for Over a Decade. Here's Whether It's a Stock to Buy More Than 21% Below Its Record.
Tesla's third-quarter revenue was flat year over year at $28.0 billion. Tariff refunds provided most of the quarter's operating income.
Rising Crude Oil Imports Reduce China’s Need to Draw from Stocks
China has relied on its huge crude oil inventories since the Iran war hiked oil prices to above $100 per barrel. The world’s biggest crude importer has drawn from its 1.3-billion-barrel stash for most of the…
Tesla shares SWING after earnings call
Laffer Tengler Investments CEO and CIO Nancy Tengler and Gerber Kawasaki President and CEO Ross Gerber debate Tesla's Optimus robot timeline, and more, on 'The Claman Countdown.' #fox #foxbusiness #media…
Boroo signs $100M deal for Yukon Eagle gold mine
Private entity has agreed to acquire Victoria Gold, advancing plans to potentially rehabilitate and restart its Eagle gold mine.
EU’s Arctic Strategy Excludes Oil and Gas
The European Union will shun crude oil and natural gas produced from fields in the Arctic, recommending that these “stay in the ground” under its new Arctic strategy released this week. The reiteration of the…
Vivox AI, beSirius partner on mining supply chain compliance
Partnership will bring supplier evidence assessments alongside financial crime checks, the companies said.
Boroo signs $140M deal for Yukon Eagle gold mine
Private entity Boroo has agreed to acquire Victoria Gold for up to $140 million (about US$100 million), advancing plans to potentially rehabilitate and restart its Eagle gold mine more than... The post Boroo…
Ottawa finally matches $1B Ring of Fire funds
Ottawa has pledged up to $1 billion (US$712 million) to help build roads into Ontario’s Ring of Fire, backing a long-delayed route to undeveloped critical mineral deposits. The three-year commitment,... The…
Liberty Gold stretches Black Pine’s reach in Idaho
Liberty Gold (TSX: LGD; US-OTC: LGDTF) has drilled gold beyond the resource boundary at its Black Pine project in Idaho, outlining an extension that could increase the site’s resources. Drill... The post…
Spain: Pan Global eyes copper riches in ancient belt
Pan Global Resources (TSXV: PGZ; US-OTC: PGZFF), led by former Rio Tinto (ASX, LSE, NYSE: RIO) exploration director Tim Moody, sees neighbouring plants as a potential route to copper production... The post…
Newmont Q3 Earnings Call Highlights
Newmont NYSE: NEM reported a stable third quarter marked by strong free cash flow, improved full-year cost expectations and continued progress on its development pipeline, including plans for a potential major…
What Southern Copper (SCCO) Said on Its Q3 Earnings Call
Southern Copper NYSE: SCCO reported record quarterly net sales, adjusted EBITDA and net income for the second consecutive quarter, supported by substantially higher copper and by-product prices, while…
Mining Forum video: Majors are waking up to discoveries, fund manager says
Commodity Discovery Fund founder Willem Middelkoop is targeting new discoveries and mines nearing production to capture gains from a commodities rally he says could last for decades. The Netherlands-based…
Why a Merger With Tesla Could Be a Disaster for SpaceX
After another quarter of flat revenue growth, Tesla's valuation looks hard to justify. The autonomy components of its business, like Optimus and full self-driving, seem to be valued at over $1 trillion.
Electric Giants Say They Already Have the Tools to Fix the AI Power Crunch
The energy demand boom being driven by the artificial intelligence era is placing unprecedented strain on global energy infrastructure. Not only are the world’s energy production capacities – and especially…
South African rare earth mine targets China sales
South Africa’s Steenkampskraal mine expects its first rare earth concentrate sales in early 2027 to buyers in China, as commissioning continues at a processing plant opened this month. The Western... The post…
Why Fossil Fuel Demand Can Rise Even as Clean Energy Wins Terrain
French historian Jean-Baptiste Fressoz has offered energy-transition skeptics an appealing historical argument. In More and More and More, he argues that humanity has never really moved from one energy source…
Strathcona Pitches 250,000-Bpd Oil Export Route to Asia
Canadian oil producer Strathcona Resources wants to export up to 250,000 barrels per day of crude from British Columbia’s northern coast using rail shipments and a new marine terminal to reach Asian markets.…
Elon Musk's Tesla eyes transportation ‘domination' as Cybercab expansion heats up competition with Waymo
Elon Musk's Tesla is gearing up to expand its gold-colored Cybercab robotaxi service beyond Austin, Tex., next month, with an exec saying the automaker is planning transportation "domination.
SpaceX now says potential blockbuster Tesla merger would need Elon Musk's approval
Musk has recused himself from talks between his two companies because of conflicts of interest.
Is MP Materials Stock Still a Buy After Its Recent Pullback?
MP Materials stock has lost half of its value in 2026. The company has reported strong revenue growth; it is also expected to open its next magnet factory in 2028.
Bull & Bear Case in TSLA, SPCX Merger: Impacts to Valuation, AI Outlook
Stephen Sopko of HyperFRAME Research discusses the possibility of a mega merger between Tesla (TSLA) and SpaceX (SPCX) and what a tie-up means for both companies. He notes that a combined company serves as…
Freeport-McMoRan Inc (FCX) Stock Down 6.3% but Still Overvalued -- GF Score: 84/100
On October 22, 2026, Freeport-McMoRan Inc (FCX) shares fell 6.3%, closing at $64.59. This decline continues a challenging trend, with the stock down 12.9% over
Citi’s $60 Oil Call Meets $112 Brent
Citi sees more upside risk for oil prices despite recovering Middle Eastern crude exports, a considerably less bearish assessment from the bank that predicted $60-to-$65 Brent by year-end just three months…
US permitting: Environmental review overhaul could speed mine approvals, but hurdles remain
Sweeping bipartisan legislation targeting environmental reviews, litigation deadlines and water permits could reshape how mining projects are developed in the US.
Newmont Logs Higher Profit, Revenue on Higher Gold Sales
The gold producer posted a third-quarter profit of $2.48 billion, up from $1.83 billion a year earlier.
