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#US: #Oklahoma’s #CriticalMinerals Hub: Driving Strategic Industrial Growth

Posted on December 31, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

Oklahoma’s emergence as a critical minerals hub represents a strategic convergence of geographic advantages, established infrastructure, and national security imperatives. The state’s positioning within North American transportation networks, combined with abundant energy resources and experienced industrial workforce, creates unique opportunities for domestic processing operations that reduce import dependencies while supporting defense manufacturing requirements.

Oklahoma’s emergence as a strategic processing hub demonstrates how transportation networks and energy infrastructure create multiplicative advantages for critical minerals operations. The state’s positioning at the intersection of continental transportation corridors provides unprecedented access to both raw material sources and end-user markets across North America.

Chemical processing expertise from Oklahoma’s refining and petrochemical operations transfers directly to mineral separation and purification systems. Workers experienced in hydrocarbon separation, distillation, and reduction chemistry possess foundational knowledge for solvent extraction, precipitation, and crystallization processes essential to lithium, nickel, and rare earth processing.

Environmental compliance experience accumulated through decades of Clean Air Act and Clean Water Act requirements in energy operations reduces training requirements for mineral processing facilities. The regulatory framework familiarity and OSHA certification systems provide established pathways for workforce transition rather than development from baseline.

#Canada #Nickel nears four billion tonnes in total nickel resources near #Timmins

Posted on December 30, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

Heavy mining equipment operating in a snowy landscape, with Canada Nickel branding and a Canadian flag overlay.

Canada Nickel has amassed almost four billion tonnes in nickel resources in the ground around Timmins.

Just before Christmas, the Toronto multi-mine developer published mineral resources for more two deposits, Midlothian and Bannockburn, both situated south of the city.

Like Canada Nickel’s other properties in the area, including its flagship Crawford project, the Midlothian and Bannockburn projects are shaping up to be low-grade, big-tonnage type of nickel deposits.

To date, Canada Nickel has posted resource estimates on eight of its nine properties in the region.

That amounts to 3.98 billion tonnes of 0.24 per cent nickel in the measured and Indicated resources, for a total of 9.4 million tonnes of nickel metal. There’s an inferred resource of 4.95 billion tonnes of 0.23 per cent nickel, for a total of 11.5 million tonnes of contained nickel metal.

#NYTimes: How #US Defense Industry Dodged a #RareEarth Shortage After #China’s Curbs

Posted on December 29, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

A close-up of a Tomahawk missile with a background suggesting military engagement, featuring the word 'SAMARIUM' at the bottom, along with flags representing the United States and China.

Tomahawk missiles are coveted by militaries around the world because they can hit a target 1,000 miles away. That accuracy is possible because their fins use powerful magnets made of samarium — a rare-earth metal that can tolerate high heat.

When China put restrictions on some rare-earth exports this year, it cut off the supply of samarium to American defense contractors that sell to Raytheon, the maker of Tomahawk missiles. Samarium is processed almost exclusively in China, where more than 85 percent of the world’s rare-earth magnets are made.

A carefully orchestrated deal involving two European companies gave U.S. defense contractors access to a new source of samarium, allowing production to continue for now. But that supply — made from material that had been sitting in a factory in France since the 1970s — is limited. Now the Trump administration is racing to develop a new source before the European stockpile runs out.

China began requiring export licenses for samarium and six other rare-earth metals in April after President Trump rolled out tariffs against China and several other nations. A spokesman at the Chinese Embassy in Washington said in an email that the export controls had been instituted to “defend world peace.” Foreign companies that use samarium for military purposes are no longer allowed to buy it.

“No defense contractor will be able to use the same path to buy samarium metal that we’ve used in the past,” said an executive for one of Raytheon’s suppliers, who asked for anonymity because of the sensitivity of the subject. “You’re on the naughty list. You’re not getting that material.”

Most rare-earth magnets are made of neodymium, which is used in everyday applications such as cellphones, auto parts and electronics. But the defense industry requires samarium-cobalt magnets, which can withstand extreme heat.

The stakes for finding alternatives are enormous. Unless new sources of samarium or a substitute material can be found, American manufacturers won’t be able to build fighter jets or precision-guided missiles. They may be forced to sacrifice precision if they can’t get the right magnets, said Aisha Haynes, a former Defense Department official responsible for supply chain issues.

#Bloomberg: #US #RareEarth Buyers Still See #China Curbs Despite #Trump Deal

Posted on December 26, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

A metallic ring placed on a rocky surface, with Chinese and American flags blurred in the background, symbolizing the geopolitical tension over rare earth elements.

December 25, 2025 at 3:39 AM ES

China is still restricting the rare earth elements that the US needs to produce its own permanent magnets and other products even after President Donald Trump reached a deal with his Chinese counterpart in October to lift restrictions on the supplies, according to market participants.

More than a dozen consumers, producers, government officials and trade experts said that while China has boosted deliveries of finished products — primarily permanent magnets — the US industry remains unable to acquire the inputs needed to make those items on its own, a key priority for the administration.

#Japan to test mine #RareEarth mud from deep seabed

Posted on December 23, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

An underwater vehicle equipped with a Japanese flag is surrounded by swirling rare-earth-rich mud, highlighting Japan's deep-sea mining efforts for critical minerals.

TOKYO, Dec 23 (Reuters) – Japan will conduct test mining of rare-earth-rich mud from the deep seabed off Minamitori Island, some 1,900 kilometres (1,180 miles) southeast of Tokyo, from January 11 to February 14, the head of the government-backed project said on Tuesday.

The operation will mark the world’s first attempt to continuously lift rare-earth mud from a depth of around 6,000 meters on to a vessel.

Tokyo, like its Western allies, is seeking to secure stable supplies of critical minerals as China, the dominant supplier of rare earths, tightens export controls.

“One of our missions is to build a supply chain for domestically produced rare earths to ensure stable supply of minerals essential to industry,” Shoichi Ishii, program director of the Cabinet Office’s national platform for innovative ocean developments, told reporters.

The Japanese government is pressing ahead with a national project as part of broader efforts to strengthen maritime and economic security.

The January test will focus on connecting the deep-sea mining system and confirming its ability to lift 350 metric tons of rare-earth mud per day. Environmental impacts will be monitored both onboard and on the seabed throughout the operation.

No production target has been set, but if successful, a full-scale mining trial will be conducted in February 2027.

The government-funded project has spent about 40 billion yen ($256 million) since 2018, Ishii said, though estimated reserves have not been disclosed.

#Canada #Nickel posts country’s top metal district

Posted on December 18, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

A close-up view of rocky terrain with the word 'NICKEL' prominently featured, incorporating a maple leaf design and a Canadian flag in the corner.

Two new initial resources for Canada Nickel’s (TSX-V: CNC; US-OTC: CNIKF) sulphide deposits in northern Ontario now make its Timmins Nickel District the largest undeveloped nickel base in the country and among the largest globally by contained metal.

The Bannockburn deposit hosts 63 million indicated tonnes grading 0.28% nickel for 180,000 tonnes of contained metal, and 129 million inferred tonnes at 0.27% nickel for 340,000 contained tonnes, the company reported Thursday.

Midlothian holds 595 million inferred tonnes grading 0.28% nickel for 1.68 million tonnes of nickel.

Those resources bump the total contained nickel across the company’s eight projects by about 12% to 20.9 million tonnes.

Globally, the Timmins District tops The Metals Company’s (Nasdaq: TMC) resource for its seabed Clarion-Clipperton Zone project that hosts an estimated 15.5 million contained tonnes of nickel and other critical metals.

Why #China will still dominate #RareEarths for a long time?

Posted on December 11, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

Rare Earths Aren’t Rare for Everyone.

The four decades that China spent building dominance in the small world of critical minerals is proving frustratingly hard to overcome.

Energy independence was for decades a fantasy in the US, until the advent of a new kind of oil production technology in the early aughts changed the rules of the game. Thanks to fracking and horizontal drilling, the US overtook petroleum heavyweights such as Russia and Saudi Arabia to become the world’s top oil producer, no longer at the mercy of mercurial trading partners.

Today, President Donald Trump’s White House is chasing a similar dream—this time with rare earth elements, the hard-to-pronounce metals that underpin much of modern technology. But unlike with shale oil and gas, it’s extremely unlikely the US is going to be able to innovate its way out of this profound deficit anytime soon.

#US minerals projects seek ‘industrial vision’ from #Washington to compete with #China

Posted on December 5, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

A serious-looking man in a black jacket holding a mineral sample, with a backdrop featuring the maps of the U.S. and China, representing the competition in the minerals sector.

Washington must move even faster to bolster critical minerals projects and offset Beijing’s grip on the world’s supply of the building blocks for electronics, weapons and a range of other goods, three U.S. mining and refining executives said on Thursday.

The push underscores how Washington’s surging support this year for the sector – including taking stakes in mining companies and guaranteeing a price floor for the only U.S. rare earths mine – is falling short of what industry leaders say is needed amid intense Chinese competition.

Executives from Perpetua Resources, American Rare Earths and Westwin Elements told the Reuters NEXT conference in New York that the U.S. government should release a comprehensive minerals plan, pressure Indonesia to trim nickel production, and speed up the time for the U.S. Export-Import Bank and other agencies to approve loan funding, among other steps.

#India’s push for self-reliance in #RareEarth Magnet making is laudable

Posted on December 2, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

A collection of various rare earth magnets in different shapes and colors, displayed prominently in an industrial setting, with flags of India in the background.

Presently, there are a few small Indian companies engaged in manufacturing rare earth magnets. The industry needs a big push to feed the new generation of industries – from electric vehicles to fighter aircraft engines, wind turbines, and laptops to mention a few. Lately, it has come into a big focus as the world is moving towards electric vehicles. Rare earth magnet is a crucial component of electric vehicles (EVs). Fortunately, India has large rare earth deposits. Globally, it ranks third after China and Brazil.

The demand for rare earth magnets in India is expected to increase sharply in the coming years, driven by the expansion of EV manufacturing, increasing electronics output, defence production, industrial automation and renewable energy generation. For the present, the country uses rare earth magnets to the extent of 4,000 tonnes per year, mostly through imports. Among the companies currently manufacturing rare earth magnets in India are: IREL (India) Limited, Permanent Magnets Limited, Ashvini Magnets Private Limited, Star Trace, Eriez Magnets, Kumar Magnet, Sonal Magnetics, A to Z Magnet Mfg. Co. and Pragati Enterprises. The demand for rare earth magnets is projected to double by 2030. Lately, China has imposed restrictions on exports. Earlier this year, China slapped export licenses for seven types of rare earth elements and derivative products.

Posted on October 19, 2016

‘#India not realising potential of #RareEarth industry’

#Canada has to act before the critical minerals window closes

Posted on November 24, 2025 by Nanthakumar Victor Emmanuel, P.Eng Leave a comment

Canada is entering a pivotal era, one in which leadership in critical minerals will determine our economic resilience and national security as global supply chains shift away from dependence on China.

Nickel is at the centre of this race and one of the resources in which Canada can once again become a global leader. The federal government’s referral of the Crawford Project to the Major Projects Office makes it clear that Ottawa understands the importance of what is unfolding in northeastern Ontario.