Economist Intelligence: EIU’s Post

Critical minerals down under: Can Australia lead the world’s critical minerals charge? Olimpia Pilch, Co-Founder and Senior Advisor of the Critical Minerals Association Australia, considers the outlook for Australian critical minerals, navigation of turbulent markets, crucial policy changes, and international significance. https://lnkd.in/eMN_PeS5 #criticalrawmaterials #australia #criticalmetals #metals #mining

Critical minerals will play a key role in achieving a low-carbon society. Canada has developed strategies for meeting decarbonization goals, many revolving around the following critical minerals: ◾ Copper ◾ Lithium ◾ Molybdenum ◾ Palladium Group Metals ◾ Nickel ◾ Cobalt ◾ Rare Earth Elements Learn more about the state of each in Canada and how we are planning to meet low-carbon goals in this The Globe and Mail article. #Innovation #Sustainability #Mining #MiningIndustry #Minerals #FutureOfMining #MiningInnovation #MiningSafety #InnovationInMining

I have the pleasure of presenting the UK Case Study on Critical Minerals Webinar ⛏ for RICS on Monday 25th March at 13:00 until 14:00. As part of the session, I will look to provide insights on: - The latest on the UK's Critical Minerals Strategy? - How the government is planning to support critical minerals. - What role do Chartered Minerals Surveyors play? - What mining is being undertaken and of what minerals? To find out more and book your place, please see the webinar details here: https://lnkd.in/ebjpyGCn. #RICS #MineralExploration #ESG #CriticalMinerals #CharteredSurveyor #GovernmentPolicy #Lithium #Nickel #Tungsten #Mining #CPD

From the acquisition of a rare earths stockpile from a mine in the Northwest Territories to the purchasing of stakes in Canadian miners Solaris Resources and First Quantum, a recent spate of Chinese investment in Canadian mining projects has rightly sparked concerns. In the past three years, many Western nations including Canada have put out critical minerals strategies to promote friendly sources of supply and mitigate Chinese dominance in the sector. Yet we are still falling behind. At the same time, one empathizes with Canadian miners looking to China for investment; they are not finding it anywhere else. Junior and mid-sized miners are starved for capital even as Western politicians are proclaiming their commitment to the sector. Thankfully, there is a solution to the challenge of both reducing dependence on Chinese-controlled exports and boosting Western investment in our own supply. It is time to establish strategic reserves for critical minerals. #critical #mining #minerals #canada #strategy https://lnkd.in/gFUHfZ-V

My latest for The Hub. There is a solution to the challenge of both reducing dependence on Chinese-controlled exports of minerals and boosting Western investment in our own supply: it is time to establish strategic reserves for critical minerals. Canadian foreign policy has been lacklustre of late. One area where we are still looked upon to lead—and retain some ability to do so—is in natural resources. Coming up with solutions to the problem of critical minerals supply that leverages the collective experience of our mining and investment community is an obvious place for Canada to contribute. https://lnkd.in/g8i89VYk

To boost ties on critical minerals, U.S. Treasury Secretary Janet Yellen will visit Chile next week. The Latin American country is home to the world’s largest reserves of the battery mineral lithium and the biggest copper producer. An existing trade agreement with the U.S. should render Chilean resources able to benefit from incentives under the Inflation Reduction Act, but this has not been confirmed so far. The Latin American country's mining sector could become an investment target for U.S. carmakers searching for electric vehicle battery materials. #lithium #criticalminerals #rawmaterials #mining #latinamerica

As part of Mining Journal's ongoing coverage of critical minerals, we've begun tracking the flow of money being invested into projects by the US government. Our data reveals that three minerals have attracted more than 80% of all the funds approved by the United States Department of Defense, U.S. Department of Energy (DOE) and the U.S. International Development Finance Corporation. Click the link below to find out which minerals are attracting US government funds - and why. https://lnkd.in/gKwDjBss Gracelin Baskaran, PhD Center for Strategic and International Studies (CSIS) Brian Menell TechMet Ltd #criticalminerals #mining #energytransition #miningregulation

🔋 The Green Energy Revolution Finds Its Next Copper Giant: Argentina 🇦🇷 Exciting developments in the global #mining sector! Argentina's untapped Andean copper deposits are finally attracting major players, with a potential to transform the nation into a top-10 global producer. Key highlights: First Quantum Minerals developing Taca Taca deposit (3,600m elevation) $3.6B investment planned for 1M tonnes annual copper concentrate BHP's strategic $2.1B partnership with Lundin in San Juan province 6 advanced copper projects in development Projected $6B+ annual exports by early 2030s Critical timing: Global copper deficit of 7.7B tonnes expected by 2034 President Milei's market reforms + global #sustainability demands = perfect storm for Argentina's #mining renaissance. As CRU analyst Nicolás Muñoz notes: "The world wants greenfield copper projects and Argentina has a striking number of them." #Sustainability #GreenEnergy #Investment #Commodities #GlobalTrade #EnergyTransition #CleanTech #Mining #Copper #Argentina Thoughts on Argentina's potential to reshape the global copper market? 🤔

The True North strong in batteries! Big, big win for Canada to rank first among the 30 markets assessed by BloombergNEF on their existing #battery supply chain activities, quality of industrial landscape and supporting infrastructure and innovation and #esg credentials. This is the #criticalminerals major league, but there's still a long way to go to replace China's grip on the #energytransition status quo and it's going to take some teamwork... #mineralssecuritypartnership #canada Mining with Fasken Critical Minerals Association (UK) Critical Minerals Association USA 🇨🇦 🇨🇦 🇨🇦

The Canadian Government has tightened the rules on foreign investment into its mining sector in 2022. Three China-based investment groups were forced to sell their stakes in Canadian critical mineral companies and the government implemented additional mechanisms to scrutinize foreign investment more thoroughly. Chinese investment into the sector has surged since then nonetheless, however, data from the University of Alberta's The China Institute shows. From a meager $45.7 million in 2022, it surged to $1.6 billion in 2023. Source: https://lnkd.in/essmGUEQ #criticalminerals #rawmaterials #canada #miningindustry