Who Controls Critical Minerals: A New Paradigm of Ownership Emerges

View: Source Neither the US nor China can power their economies from domestic mineral production alone, and both parties are jockeying to source critical minerals such as copper, lithium, cobalt, nickel, and rare earth elements from developing and emerging countries. The demand is almost insatiable: for example, it is estimated that we may need as much copper in the next 20 …

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China Stops Most Antimony Exports But Rare Earth Sales to US Soar

View: Source China’s crackdown on the smuggling and trans-shipment of critical minerals hit exports of antimony and germanium in June even as rare earth magnet shipments jumped sharply thanks to a deal with Washington. China’s trade of critical minerals and rare earths remained mixed in June with a near-collapse in exports of antimony and germanium despite a significant revival in shipments …

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Spot Market Tightness Boosts Aluminum Prices

View: Source The Midwest Premium for aluminum has achieved a new peak, driven by concerns over trade deals and potential tariff increases. Global aluminum premiums, particularly in Europe and Japan, have significantly decreased due to oversupply and soft demand exacerbated by U.S. trade barriers. LME aluminum prices have stabilized with an upward bias, supported by tighter inventories, despite a general slowdown …

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