focusIR’s Post

💡 Benchmark has launched prices for graphitisation tolling fees, as part of its Synthetic Graphite Price Assessment.   Graphitisation tolling services play a crucial role in the synthetic #graphite ecosystem, facilitating the essential conversion services necessary for synthetic graphite #anode production for non-integrated players.   The launch of Benchmark’s graphitisation tolling fee prices provides subscribers with additional transparency, upstream of the domestic China anode supply chain.   ⬇ Benchmark's Price and Data Analysts recently shared insight into the need for this new price transparency – read more below:

Recycling Industries Scandinavia AB (“RISAB”) has executed a project agreement with EIT RawMaterials to support the development of the Vanadium Recovery Project (VRP). Critical Metals Ltd holds an 11.8% equity interest in RISAB. www.criticalmetals.eu EIT RawMaterials is co-funded by the European Union (“EU”) and will provide €0.5M in grant funding and become a minority shareholder in RISAB at a pre-money valuation of €50M (“Pre-Money Valuation”). Funding is to be applied towards progressing project financing, with improved economics arising from an additional €15M conditional investment grant (“the Conditional Grant”) provided by the EU-backed Finnish Government NextGeneration fund and a potential new 20% investment tax credit. EIT RawMaterials also has the option to subscribe for up to a further €10M in additional RISAB equity at the Pre-Money Valuation. #vanadium #criticalminerals #europeanunion #ssab #seb #glencore #vrfb

In the dynamic world of #goldmining, time is money, and accuracy is crucial. Yet, many operations still rely on traditional assay methods, which can be time-consuming, hazardous, and costly. By not integrating #PhotonAssay™ into your operations, you risk delays, increased costs, and missed opportunities for innovation and efficiency. Let's set up a call to discuss. #innovation #fastTAT #improvedrecovery

In another shock move, Eskom seeks review of Nersa decision to issue four new trading licences https://lnkd.in/dfm6BSwP #Electricity #Regulation #ElectricityTrading #SouthAfrica #Nersa #Eskom

We @Metalshub strongly believe in the benefits of digital commodities trading and managing key processes in dedicated software tools. Therefore, we support the concept of joint purchasing through a digital platform as proposed in the #CRMA (Critical Raw Materials Act) of the EU. The article by Eric Onstad from Reuters highlights the approach the European Commission is taking. Both, enmacc and Metalshub, are global leaders in providing tools to the respective industries and our venues can be immediately utilised to put concepts into action. Together with EIT RawMaterials, we have outlined pragmatic, fast and cost effective ways to implement the European Commission's concept and we are looking forward to engaging with the European Commission on how to achieve results in the best possible way. #CRMA #EU #CriticalRawMaterials #Joint_Purchasing #Reuters https://lnkd.in/eDESyGWw

From regulatory ambiguities to industry challenges, the #lithium industry is at a crossroads in an effort to wean America off of foreign supplies. In a recent Reuters article, Liskow lawyer Jamie Rhymes, shares his concerns on the complexities surrounding the lack of standards on #mineral leases and their impact on lithium development. Some of the issues discussed in this article include: -     Legal ambiguities of lithium ownership and brine extraction -     Technical challenges -     Sagging commodity prices Read the full article below.

I’ve been vocal about the EU Commission’s puzzling approach to demand aggregation. Building and running a new ‘IT platform’ to compete with established, successful trading venues like Metalshub and enmacc? That’s a head-scratcher. So, we submitted a joint bid to their tender, offering to leverage our existing platforms in metals and energy for the EU project. This article by Eric Onstad of Reuters highlights an issue that deserves the spotlight. Let’s see if the Draghi Report points things in the right direction. 'The push comes from the top. Von der Leyen ... wants swift action.' ➡ We’re ready. Let’s move fast — together with the industry! https://lnkd.in/dunXvh7k

#GRX GREENX METALS LIMITED - Quarterly Activities Report September 2024 -Awarded A$490M in compensation & interest from the successful outcome of the international arbitration claims against the Republic of Poland -Agreement to earn up to 90% in the Tannenberg Copper Project which is a highly prospective sediment-hosted copper deposit in Germany. Commenting on the outcome of the Claim, GreenX CEO Mr Benjamin Stoikovich said "Having received the Tribunal's decision, management is now focused on satisfaction of the award and maximising the return of capital by GreenX to its shareholders. The award of A$490 million will continue to accrue interest at approximately 6% per annum based on today's rates (Sterling Over-Night Interest rate (SONIA) plus 1%) until full and final satisfaction of the award by Poland. Looking ahead, we view GreenX's future with great optimism and in conjunction with maximising the return of capital to GreenX shareholders, we remain dedicated to advancing our copper and gold projects in Germany and Greenland. We will continue to update the market regarding the award and legal proceedings in line with the Company's continuous disclosure requirements."   https://lnkd.in/ep5wfNJX Sapan Ghai

Here are the biggest #ASX #SmallCaps #resources winners in morning trade.

Thanks to Harry Dempsey and Alice Hancock of the Financial Times for highlighting the European Commission's initiative to develop a centralized procurement platform for gas, hydrogen, and critical raw materials. At enmacc, we are dedicated to enhancing transparency and efficiency in the energy markets. We believe that closer collaboration with the EU Commission would amplify these efforts and deliver even greater value. We have voiced concerns regarding the current tender process: 1) This envisioned EU platform competes with established private solutions 2) Not consulting stakeholders suggests the Commission may underestimate the challenge of creating liquidity in commodity markets 3) By insisting on IP rights, the Commission makes it challenging for tech companies to contribute (‘Don’t buy a cow if you only want the milk’) This initiative presents a significant opportunity for the EU Commission to demonstrate its commitment to supporting European tech companies such as Metalshub and enmacc. My message to the EU Commission: We can help and do it together. https://lnkd.in/dX4y7xKR #EU #energytrading #enmacc #aggregateEU