Category: Deep Dive
Lygend Resources Posts Record 2025 Profits as Indonesian Nickel Output Hits Full Capacity
Lygend Resources posted record 2025 revenues of $5.85 billion and a 61% profit increase, driven by full-capacity…
France and Japan Sign Critical Minerals Agreement to Break China’s Rare Earths Grip
France and Japan have signed a critical minerals cooperation agreement targeting rare earths supply chain diversification and…
EGA Al Taweelah Smelter Shutdown Threatens Global Aluminium Supply as Gulf Tensions Escalate
Emirates Global Aluminium’s Al Taweelah smelter faces up to 12 months offline after sustaining damage in the 28 March…
US Rare Earth Prices Hold Steady as Market Watches Asia and Scrambles for Non-China Supply
US delivered rare earth prices held steady ahead of the Easter holiday, but Chinese export restrictions, Japanese…
Trump Overhauls Section 232 Tariffs on Steel, Aluminum, and Copper Derivatives: What the New Flat-Rate Structure Means for Metal Markets
The White House has restructured Section 232 tariffs on steel, aluminum, and copper derivative products, replacing the…
Mexico Auto Export Diversification Accelerates as US Tariffs Reshape North American Supply Chains
One year after the US imposed tariffs on Mexican goods, automotive exports to the US have fallen sharply while…
Middle East Missile Strikes Remove 2.4 Million Tonnes of Aluminum Production, Deepening Global Supply Crisis
Iranian missile strikes on EGA and Alba smelters have removed an estimated 2.4 million tonnes of annual aluminum…
Vale Base Metals Raises Copper and Nickel Reserves as Brownfield Expansion Strategy Takes Shape
Vale Base Metals increased copper reserves by 6% and nickel reserves by 13% in 2025 through brownfield drilling…
Michigan Approves 1.3GW of Battery Energy Storage Projects, Signalling Structural Demand Shift for Lithium-Ion Supply Chains
A wave of utility-scale BESS approvals in Michigan underscores how grid reliability mandates and data…
EBRD Lends €20 Million to Sofia Med as Europe Fights to Keep Copper Scrap at Home
The EBRD’s first sustainability-linked loan in Bulgaria targets copper fabricator Sofia Med with €20 million to boost recycled…
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