Critical minerals (and containing products) tariffs #trade #Section301

China is preparing to snap up a record volume of cobalt for its state reserves this year, with prices of the battery material languishing near their lowest levels since 2019. #stockpile bloomberg.com/news/articles/… via Bloomberg Markets

We'll hold a webinar to delve deeper into the key findings of the Global Critical Minerals Outlook 2024. You can register through the link below, it'll be interesting!

The House Armed Services Committee has instructed the Pentagon to commit $2 million to a feasibility study that will partner with “an entity experienced in refining critical minerals and producing battery-grade” metals #seabedmining

New BBC/CBC series on Bre-X #NI43101

bbc.co.uk/programmes/w13…

France ,Germany, and Italy rolling up the sleeves

Investment funds for critical minerals. Overseas projects eligible.

euronews.com/green/2024/05/…

The new Global Critical Minerals Outlook 2024 is out! It's a full update of the current state-of-play and all the projections for energy transition minerals, with many novel elements. Please check this out!
iea.org/reports/global…

The new 282 page IEA Global Critical Minerals Outlook 2024 is too comprehensive for me to summarize in a tweet.

So much useful data, charts, and policy recommendations.

Just go read it!

Congrats to the IEA team Tae-Yoon Kim and those that helped peer review The Nickel Nerd

Global Critical Minerals Outlook 2024 comes out tomorrow!

It explores the latest price, investment & production trends for the minerals vital for many clean technologies

And it examines risks to the security & sustainability of mineral supply chains 👉 iea.li/44LToeP

France rolls up the sleeves too.

Plans for €300M nickel/cobalt refinery in France by 2028.

Would cover 20-30% of France’s nickel and cobalt needs for electric vehicles by 2030.

Ore to come from New Caledonia? Maybe other feeds too?

mining.com/web/france-bac…

Allegations of abuse by mineral from 2010 to 2023. #ESG

#Copper #Cu International Energy Forum 📢

Between 35 and 194 large new mines (each of 472 thousand tonnes per year) must enter production over the next 32 years.

A rate of between 1.1 and 6 mines per year!

Reminder: The Digital Battery Passport will be mandatory for most batteries sold in the EU starting in February 2027.

European Union Deforestation Regulation (EUDR) will ban access to EU markets for products that are linked to deforested land in any part of their value chain

Curious how this would implicate nickel supply chains. The Nickel Nerd