Category Archives: Technology

Concerned carmakers race to beat #China’s rare earths deadline

A red electric car with an open door is showcased in a manufacturing facility. The background features workers and an European Union flag, emphasizing the automotive industry's focus on electric vehicle production.

LONDON/BERLIN, Oct 21 (Reuters) – Global automakers are scouring the globe for crucial rare earths ahead of looming Chinese export controls, with executives worried they could lead to parts shortages and plant closures.

Rare earth magnets power motors in car parts such as side mirrors, speakers, oil pumps, windshield wipers and fuel leakage and braking sensors. They play an even bigger role in EVs.

While a U.S.-China deal diverted a supply threat, stockpiles were depleted by similar restrictions earlier this year, while Beijing has also made it harder to get export licenses.

China has since dramatically expanded export curbs, with companies facing global supply shortages.

Consultancy AlixPartners estimates China controls up to 70% of global rare-earths mining, 85% of refining capacity and about 90% of rare-earths metal alloy and magnet production.

The new Chinese export control list includes elements like ytterbium, holmium and europium, also used in making cars.

Read more at: https://www.reuters.com/business/autos-transportation/concerned-carmakers-race-beat-chinas-rare-earths-deadline-2025-10-21/

#Trump Signs #RareEarths ‘Framework’ With #Australia and Vows to Speed Delivery of Nuclear Submarines

Australian Prime Minister Anthony Albanese and President Donald Trump engaged in a discussion at the White House, with a map of the Pacific and Australian flag visible in the background.

Australian Prime Minister Anthony Albanese came to the White House Monday offering cheaper access to the continent’s rare earth minerals and an invitation to visit to play golf. President Donald Trump gifted his fellow world leader a pledge to not only honor a Biden-era agreement on nuclear-powered submarines, but speed up production in an effort to boost allied naval power in the Pacific.

China’s influence loomed over both deals, as well as Albanese’s entire visit. Over the course of the meeting in the Cabinet Room, the longstanding alliance between Australia and the U.S. seemed bolstered as both countries made moves to counter Beijing’s creeping influence over the Pacific and China’s dominance of the raw materials used in new technologies.

Read more at: https://time.com/7327042/trump-australia-rare-earth-minerals-china/

#WhiteHouse Is Cutting #Rare-Earth Research at the Wrong Time

A scientist in a lab coat examines a sample in a laboratory, with a map of China and the US in the background featuring charts and data related to rare-earth materials.

The US shouldn’t have ignored a warning shot that was fired a decade and a half ago about China’s ability to use its dominance in the mining and refining of rare-earth metals to disrupt global manufacturing.

In 2010, China restricted the supply of rare-earth materials for a few months after Japanese coast guard vessels collided with a Chinese fishing boat near disputed islands in the East China Sea, resulting in a diplomatic crisis when the captain was arrested.

Following the spat, Japan rushed to develop its own supply of rare-earth elements and is now the second-largest maker of permanent magnets behind China. The US government started a review of its rare-earth dependency and joined Japan in filing a case to the World Trade Organization, but the US response was mostly muted.

This unheeded warning has now resulted in a national security crisis in which China has the ability to disrupt global production by withholding supply. The US government can turn the crisis into opportunity by stepping up funding for both research and production of rare-earth materials, but it’s headed in the wrong direction in some vital areas.

Read more at: https://www.bloomberg.com/opinion/articles/2025-10-20/white-house-is-cutting-rare-earth-research-at-the-wrong-time

#Xi reignites tensions ahead of #Trump meeting with dramatic curbs on critical rare-earths

A dramatic landscape featuring colored rocks resembling rare earth minerals, with smoky clouds and industrial structures in the background. Flags of the United States and China are prominently displayed.

Beijing ramped up sweeping restrictions on rare earth exports on Thursday, expanding the list of minerals under control and extending curbs to target their production technologies and their overseas use, including for military and semiconductor applications.

China dominates the global processing of rare earths – essential in everything from everyday electronics to fighter jets. The latest move came as Beijing broadened its leverage in trade talks with the United States and ahead of an expected meeting between Chinese leader Xi Jinping and President Donald Trump on the sidelines of the APEC summit in South Korea later this month.

Under the new rules, Beijing further asserts its dominance in the sector by adding five rare-earth elements, including holmium, erbium, thulium, europium, ytterbium, and related magnets and materials, to its existing control list, requiring export licenses. The announcement on Thursday brought the total number of restricted elements to 12, out of the 17 types of rare earths.

Read more at: https://www.cnn.com/2025/10/09/business/china-tightens-rare-earth-export-controls-intl-hnk

Fast-Track Approval for Key Mining Projects in Canada – #Canadian PM #MarkCarney

McIlvenna Bay and Red Chris among first five projects to move under Ottawa’s new framework

Prime Minister Mark Carney has named several mining operations among the first five major projects to undergo fast-track approval under Canada’s new Major Projects Office (MPO).

Key among them is the Foran Mining’s McIlvenna Bay copper-zinc mine in east-central Saskatchewan, operating in one of Canada’s richest mineral belts, which will supply critical minerals for clean energy, advanced manufacturing, and modern infrastructure.

Also included is the expansion of the Red Chris copper mine in northwestern British Columbia, which will increase annual copper production by over 15% and extend the mine’s lifespan by more than a decade, while reducing greenhouse gas (GHG) emissions by over 70% when the expanded operations are in full swing.

Both projects include collaboration with Indigenous Nations — the Peter Ballantyne Cree Nation in Saskatchewan and the Tahltan Nation in B.C. — underscoring the government’s emphasis on Indigenous partnership in mining operations.

The other projects referred to the MPO are LNG Canada Phase 2 in Kitimat, B.C., which would double LNG Canada’s output; the Darlington New Nuclear Project in Bowmanville, Ont. — Canada’s first G7 small modular reactor; and the Contrecœur Terminal Container Project near Montréal, which would expand the Port of Montréal’s capacity by about 60%. Together with the two mining ventures, these initiatives reflect the federal government’s priority of expediting critical energy and resource projects that underpin Canada’s transition to a net-zero economy.

Read more at: https://www.canadianminingjournal.com/news/carney-launches-fast-track-reviews-for-major-mines-and-energy-projects/

#Missouri based #US firm makes a $500 million investment deal with Pakistan for #CriticalMinerals

Two people shaking hands over signed documents, with mineral samples displayed in the foreground.

A U.S. metals company signed a $500 million investment deal with Pakistan on Monday.

Pakistan’s Frontier Works Organization — which is the country’s largest miner of critical minerals — signed a memorandum of understanding with Missouri-based U.S. Strategic Metals for collaboration plans that include setting up a poly-metallic refinery in Pakistan.

Read more at: https://www.seattletimes.com/business/u-s-firm-agrees-500-million-investment-deal-with-pakistan-for-critical-minerals/

#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/

Partner #BHP’s exit will not affect #Kabanga project, says #Tembo #Nickel

A group of construction workers in safety vests and helmets gathered at a mining site, with a large 'Ni' sign in the background, signifying nickel mining activities.

Dar es Salaam. The planned groundbreaking ceremony for the Kabanga Nickel Project, set for October this year, will go ahead as scheduled despite BHP Group’s decision t sell its 17 percent stake in Kabanga Nickel Limited (KNL) to Lifezone Metals Limited.

Lifzone, the parent company of KNL, announced on July 18 that it had completed a definitive agreement with BHP Billiton (UK) DDS Limited to acquire the mining giant’s entire equity interest in KNL. As a result, Lifezone now owns 100 percent of KNL, which in turn holds an 84 percent stake in Tembo Nickel Corporation Limited (TNCL) – the operating equity for the Kabanga project.

Read more at: https://www.thecitizen.co.tz/tanzania/news/national/partner-s-exit-will-not-affect-kabanga-project-says-tembo-nickel-5128920

Western #Canada holds potential to become a ‘critical minerals processing behemoth,’ expert says

A group of battery metal exploration companies and startups says it has a plan to turbocharge Canada’s critical minerals sector by building out “midstream” mineral processing facilities in Western Canada.

Two reports published by the Battery Metals Association of Canada, which hired analysts at the Transition Accelerator to consult with their members, identified nine critical minerals — copper, graphite, iron, nickel, lithium, phosphate, rare earths and vanadium — and five regions where they see big opportunities for major projects.

For example, British Columbia has at least four producing copper mines, which all ship their copper concentrate overseas, primarily to China, because there are no smelters in Western Canada. Building a copper smelter could encourage copper production and exploration while also creating higher-value products to sell, the reports said.

“If you wanted to put together a critical minerals processing behemoth anywhere in the world, the assets that we have in Alberta to do that are just phenomenal,” Bentley Allan, a professor of political economy at Johns Hopkins University and a principal at Transition Accelerator, said. “It has the chemical processing expertise, the clean power resources, other kinds of machining and precision instruments, which make Alberta a really incredible place to do this.”

Read more at: https://financialpost.com/commodities/mining/western-canada-critical-minerals-processing-behemoth

#Canada needs CAD 65 billion mining investment to meet demand: study

Canada needs to increase investment in critical minerals by CAD 65 billion ($48 billion) to meet expected growth in both domestic and global demand, a new study finds.

According to the Canadian Climate Institute, the country should open more than 30 new mines of six priority minerals – copper, nickel, lithium, graphite, cobalt, and rare earth elements – between now and 2040. Upstream investment of CAD 30 billion would be enough to meet domestic demand, rising to CAD 65 billion to produce enough to export.

If mining output does not ramp up, Canada would miss out on a CAD 12 billion opportunity from domestic industry alone, researchers warn. 

Yet, investor confidence in the critical minerals space has been wavering amid persistent price volatility, Kallanish writes. The Canadian Climate Institute argues that governments can help build certainty by sharing risks through targeted policies and programmes, such as equity investments, offtake agreements, or contracts for difference. 

Read more at: https://www.kallanish.com/en/news/power-materials/market-reports/article-details/canada-needs-cad-65-billion-mining-investment-to-meet-demand-study-0625/

Note: Canada is a resource-rich country. Canada does not have to go to another continent for critical mineral. Canada needs investment and technology development (refining and recycling).

Bring the investment to Canada.

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