British Columbia’s critical minerals push faces delivery test: PwC

Canada’s British Columbia and the Yukon risk losing ground in the global critical minerals race unless they can accelerate mine construction, power infrastructure and permitting as demand shifts from commodity cycles to strategic supply security, a new PwC report shows.  Metallurgical coal accounted for less than half of BC mining revenue last year, down from just over 60% in 2023, …

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Can Western Supply Chains Catch Up with China’s Rare Earth Machine?

New restrictions. New pauses. New strategic promises. But can the West actually build a rare earth supply chain strong enough to challenge China’s industrial dominance? In his latest analysis for The Gaze, Bohdan Popov, Head of Digital at United Ukraine Think Tank, argues that Beijing’s temporary suspension of its toughest rare earth export restrictions is not a retreat, but a calculated tactical …

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A warning to critical minerals buyers: avoid butter mountains, aluminum floods

Western governments, currently plowing tens of billions of dollars into critical minerals in an effort to break their reliance on China, could look to history to see how well-intentioned efforts to prop up commodity sectors can backfire. As efforts to build stockpiles and combat China’s dominance gather pace, a dozen industry executives, investors and analysts interviewed by Reuters pointed to …

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