Category Archives: Metals

##Brazil Wanted #America’s Help Mining #RareEarths. Then Came Tariffs – #NYTimes

Scenic landscape featuring rolling green hills, with a United States flag on the left, a Brazilian flag overlaid on the hills, wind turbines in the foreground, and an aircraft flying in the sky during sunset.

Brazil is believed to hold between 19 and 23 percent of global reserves of rare earths, a group of 17 elements needed to make powerful magnets used in a range of products, from electric cars and wind turbines to missiles and fighter jets.

American support could help Brazil become a global powerhouse in the extraction and processing of rare earths. And Brazilian rare earths could reduce American dependence on China, which controls about 90 percent of world supplies — and has shown itself willing to withhold them.

Tensions between President Trump and Brazil’s leader could derail a promising alliance to unlock the world’s second largest reserve of the minerals.

Read more at: https://www.nytimes.com/2025/08/21/world/americas/brazil-us-rare-earth-minerals-tariffs.html

China pledges to address #India’s #RareEarth needs, #Indian source says

India has the world’s fifth-largest rare earth reserves, at 6.9 million metric tons, but has no magnet production and relies on imported magnets, mainly from China.

NEW DELHI, Aug 19 (Reuters) – There is an upward trend in India-China relations and Beijing has promised to address New Delhi’s needs on rare earths, a top Indian official and a source said on Tuesday, as the neighbours rebuild ties that were damaged by a 2020 border clash.

Chinese Foreign Minister Wang Yi is visiting India for the 24th round of border talks with Indian National Security Advisor Ajit Doval and is also due to meet Prime Minister Narendra Modi on Tuesday, days before Modi travels to China for the summit of the Shanghai Cooperation Organisation.

Read more at: https://www.reuters.com/world/china/china-pledges-address-indias-rare-earth-needs-indian-source-says-2025-08-19/

#Indian miner #IREL seeks #Japan, #SouthKorea partnerships for #RareEarth #Magnet production

A digital illustration featuring a large red magnet amidst rocky terrain, with flags of India, South Korea, and Japan in the background, symbolizing collaboration in rare earth magnet production.

NEW DELHI, Aug 14 (Reuters) – India’s state-owned miner IREL is seeking to collaborate with Japanese and South Korean companies to start commercial production of rare earth magnets, a source familiar with the matter said, as part of efforts to reduce reliance on China.

The company is looking at both Japan and South Korea for rare earth processing technology, potentially through government-to-government channels, the source said.

Read more at: https://www.reuters.com/world/china/indian-miner-irel-seeks-japan-south-korea-partnerships-rare-earth-magnet-2025-08-14/

#Africa is challenging #China’s mining hegemony

Across Africa, Beijing’s mining dominance is now being scrutinised more closely, with a growing demand for fairer, more transparent partnerships.

A new wave of resistance, driven by increased scrutiny from African governments as well as civil society activism, is starting to challenge China’s long-standing dominance in Africa’s mining industry. Chinese firms have often failed to deliver promised skills transfer or infrastructure. Consequently, African nations are growingly asserting their rights to value-added development. The old model of raw resource extraction in exchange for infrastructure or investments is no longer tenable in a region demanding agency, accountability, and economic sovereignty.

Let incentivize

Let de-risk mining

Let invest

Let transfer the technology know-how

Let work together to support the global energy transition

Let stop dividing the continents with your words and actions.

Read more at: https://www.thehindu.com/opinion/op-ed/africa-is-challenging-chinas-mining-hegemony/article69928163.ece

#Indonesia Weighs Tax Incentives to Promote #Nickel-Based EV Batteries

A black electric vehicle parked on a highway with a city skyline in the background, featuring a prominent 'Ni' label on the vehicle and the Indonesian flag in the corner.

Jakarta. The Finance Ministry is reviewing a plan to offer tax incentives aimed at encouraging electric vehicle (EV) manufacturers to adopt nickel-based batteries over lithium alternatives, to accelerate the country’s downstream nickel industry and solidify its role in the global EV supply chain.

The proposal is currently being assessed by the Fiscal Policy Agency (BKF) through the Directorate General of Economic and Fiscal Strategy (DJSEF). Riznaldi Akbar, a senior policy analyst at the directorate, said the incentives could include government-borne value-added tax (VAT), import duty exemptions, and luxury goods sales tax (PPnBM) relief.

“It’s still under review at BKF,” Riznaldi said on Thursday. “The package would likely combine various tax incentives–VAT subsidies, import duty waivers, and PPnBM exemptions– not only for EV purchases but also for battery components.”

Read more at: https://jakartaglobe.id/business/indonesia-weighs-tax-incentives-to-promote-nickelbased-ev-batteries

#China limits supply of critical minerals to #US defense sector: #WSJ

A military jet flying above a landscape with mining equipment, featuring the flags of China and the USA in the background.

China is limiting its flow of critical minerals to Western defense manufacturers, leading to significant production delays and sharp price spikes, the Wall Street Journal reported on Sunday.

Beijing controls over 90% of the world’s supply of rare earth elements used in a myriad of military technologies, including jet-fighter magnets, infrared sensors, drone motors and precision munitions.

Read more at: https://www.mining.com/china-limits-supply-of-critical-minerals-to-us-defense-sector-wsj/

Mann Nickel Sulphide Project is expected to bolster Canada Nickel’s position in the industry

A construction worker in safety gear stands on a mountain overlooking a valley, with a large Canadian flag waving in the foreground and heavy machinery in the background.

Canada Nickel Company has filed an independent technical report for the Mann Nickel Sulphide Project, which includes the Mann West and Mann Central properties. This report supports the initial mineral resource estimate for these deposits, highlighting their significant size and scale compared to the initial Crawford resource. The Mann Project, located in the Timmins Nickel District, is expected to bolster Canada Nickel’s position in the industry, with three additional resources anticipated by the end of 2025.

Read more at: https://www.theglobeandmail.com/investing/markets/stocks/CNIKF/pressreleases/33739046/canada-nickel-files-technical-report-for-mann-nickel-sulphide-project/

#China Strong-Armed Japan Over Rare Earths. It’s a Lesson for the United States

Map of China and Japan overlaid with industrial landscape, illustrating the flow of rare-earth minerals and the impact of export controls.

TOKYO—The U.S. found out this year that China could use its chokehold on rare-earth minerals as a coercive tool when Beijing imposed export controls. For Japan, it was déjà vu: It had been the victim 15 years earlier.

Tokyo vowed in 2010 to be ready for next time and over the years put hundreds of millions of dollars into Australian supplies. Yet as of last year, it was still relying on China for some 70% of its imports of rare earths, which are widely used in electronics, cars and weapons, according to the government-owned Japan Organization for Metals and Energy Security. When China restricted rare-earth exports in April, some of Japan’s automakers again got hit.

Japan’s experience drives home lessons for the U.S., where the Pentagon recently agreed to take a stake in Las Vegas-based MP Materials so it can mine and refine rare earths on American soil.

Tokyo found that partially reducing dependence still leaves Beijing with plenty of leverage. At the same time, complete independence costs billions of dollars, not millions. After the crisis passed and China resumed exports to Japan, the urgency to diversify supplies waned.

Read more at: https://www.msn.com/en-us/money/other/china-strong-armed-japan-over-rare-earths-it-s-a-lesson-for-the-u-s/ar-AA1JmhzG

Burundi and Tanzania: Building Africa’s future through partnership

A view of railway tracks stretching towards the horizon, surrounded by lush green fields and distant mountains under a bright sky.

In an era where Africa seeks to unlock its full potential, few relationships better illustrate the power of regional cooperation than that between Tanzania and Burundi. Once defined primarily by shared history and border proximity, our partnership has evolved into a strategic alliance driving industrial growth, trade integration, and inclusive development.

A landmark example is the $2.15 billion Standard Gauge Railway (SGR) project signed earlier this year. Once completed, the 282-kilometre line connecting Uvinza in Tanzania to Musongati in Burundi will open a critical trade gateway to the Indian Ocean. It is expected to lower transport costs, expand market access, and boost industrialisation in both countries and beyond.

Despite abundant minerals, timber, and agricultural resources on the DRC side, trade flows remain imbalanced, with imports far exceeding exports. Addressing this mismatch ensures that regional integration is inclusive and equitable.

Read more at: https://dailynews.co.tz/burundi-and-tanzania-building-africas-future-through-partnership/

#Newsmax: #US Must Dig Out of Dependence on #China Rare Earth Minerals

Sunset over a mountainous landscape with machinery and pipes, indicating a rare earth elements mining site.

Yes, and the U.S. has abundant quantities of them also, but keeps them untapped subject to environmental opposition to mining them resulting in a regulatory minefield of local, state, and federal rules that has turned permitting into a costly decadeslong process.

In addition, many of the rare earths mined in the U.S. continue to be processed in China because it’s cheaper than having to pay American regulatory environmental and workplace safety costs.

One of the U.S. casualties was Molycorp, a. company that owned a Mountain Pass rare earth mine in California’s Mojave Desert that filed for bankruptcy in June 2015 after the surge in Chinese rare earth exports tanked prices.

Meanwhile, MP Materials is now gearing up to go toe-to-toe with China on commercial scale magnet production.

Read more at: https://www.newsmax.com/larrybell/nickel-lithium-cobalt/2025/07/25/id/1220148/

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