Pelagic rides high on battery metals supercycle
The green revolution is here, and battery metals are on the podium While the last mining boom had front-runner bulk commodities like iron ore and coking coal, the new age battery and green energy metals are set to enter medal position this time around. As the energy revolution continues to unfold, battery and green energy […]
Analysis of lithium’s inclusion on the EU critical metals list
On 1 September, the EU revealed that it included lithium on its updated list of critical metals. Three days later, the European Commission announced the launch of a new industry alliance, with the aim of building a complete EU supply chain for raw materials like lithium which are considered critical for the region’s digital and […]
End reliance on China with USA Rare Earth’s help
Teams have been continuing their work amidst lockdown and have started processing rare earths in the US. 70% of Round Top rare earths are in the heavy category. As such their feasibility study is being expedited with maiden production expected within 30 months. Last week’s equipment purchases from Hitachi enables 2000 tons/year of sintered […]
Chinese rare earth sector seemed very prepared for COVID19
The Chinese rare earth sector seemed prepared for COVID19. In fact, some market participants assert that the fact that the Chinese rare earth market was relatively unaffected by the virus is evidence that the authorities not only knew about the virus and covered it up, but took active measures to protect their markets by increasing […]
Effects of Covid19 on Rare Earths
The Effects of COVID19 on Rare Earths is a brief presentation designed to highlight the impact of COVID19 on the rare earth market. Initially the effects of COVID19 on rare earths was not obvious as the Chinese New Year which is generally characterised as a period of fewer trades. Moreover, the fact that there were […]
USA Rare Earth joins forces with Arafura
Last year Australia’s minerals agency signed a deal with its US counterpart to jointly develop both countries’ critical mineral reserves. The agreement, was in response to the US’s need to broaden its supply chain of rare earths and critical minerals, which China currently dominates. USA Rare Earth LLC holds an option to earn up to […]
Nations Seek Rare Earth Co-operation with Greenland
According to Australia’s resources minister, Matt Canavan, rare earth mining is now seen as a “national priority.” The country is considering underwriting loans to develop its reserves of critical metals and such as rare earths and is seeking development partners such as the United States. As we indicated our previous rare earth article the US […]
Has China given up its rare earth leverage over the US?
China considers cancelling countermeasures against latest US tariffs Core Consultants published their September Issue of the Rare Earth Monthly Report and a key aspect that stood out was that as a show of good faith, China’s Ministry of Commerce revealed that China is now earnestly considering cancelling any countermeasures to the latest US tariffs. This would […]
July Rare Earth Report: US and China to Resume Trade Talks
In July’s Rare Earth Report we see that the Sino/US trade war has taken a slight turn with Presidents Xi Jinping and Donald Trump agreeing to return to the table. The US has in good faith promised not to levy additional tariffs on Chinese goods before discussions resume. Our June Rare Earth Report focused on […]
Sino-US trade war takes center stage in rare earth market
Our June issue of the Rare Earth Monthly Report focuses on the Sino-US trade war. The US deliberately left rare earths off their initial tariff list as it realised its over-reliance on China for these critical materials. Furthermore, America relies on China to process its rare earth ores and concentrates, so imposing tariffs would only […]