China Implements Export Controls on Lithium Batteries and Key Materials, Covering High-End Batteries and Artificial Graphite Anodes

View: Source The international battery industry landscape is undergoing a new round of adjustments, as China has introduced significant export control measures to strengthen national security barriers. On October 9, 2025, the Ministry of Commerce and the General Administration of Customs jointly issued Announcement No. 58 of 2025, deciding to implement export controls on items related to lithium batteries, cathode materials, …

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US Takes 10% Stake In Alaska Miner Trilogy Metals

View: Source Trump’s Industrial Policy juggernaut continues. Moments after the close when we saw some abnormal moves in the stock of yet another North American small cap stock focused on mining strategic minerals, we quickly skimmed through Trilogy Metals’ just released presentation and told readers that yet another “Uncle Sam bear hug” deal was in the works, pointing out the company’s disclosure …

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Beyond Gold & Silver: Platinum and Uranium Signal New Opportunities

View: Source Gold and silver have dominated market headlines in 2025, with gold rallying nearly 38% YTD and silver soaring more than 43%. Both metals have benefited from the weaker dollar, Fed rate-cut expectations, geopolitical uncertainty, and India’s festive buying demand. Yet, the 2025 metals story extends far beyond bullion. Investors are turning to other under-the-radar commodities that are now outperforming traditional safe havens. …

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Why Lithium, Copper, and Uranium Are Set to Soar in the Global Energy Transition

View: Source The global shift to electrification is driving demand for lithium, copper, and uranium, key materials that power batteries, deliver electricity, and ensure stable energy, making them vital to the energy transition and long-term investments. The global energy landscape is undergoing a massive transformation, with electricity emerging as the new engine of economic growth. The demand is increasing, outpacing all …

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China’s Control Of Supply And Demand Gives Lithium A 20% Boosts

View: Source Chinese control of both the demand for electric vehicles (EVs) and the supply of battery raw materials has sparked a surprise recovery in the price of lithium which has risen by 20% over the past three weeks. That higher price move looks less impressive when measured against the 87.5% price crash of the previous three years. The lithium collapse, …

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Rethinking EV projections and implications for PGMs

View: Source Due to the slower uptake of costly EVs there will still be demand for ICE vehicles and platinum group metals. It has been almost a decade since the Paris Accords, a global climate change risk mitigation agreement, were adopted by more than 190 countries, seemingly marking the beginning of the end for industries such as platinum group metal (PGM) …

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High-grade lithium deposits found in Rwanda

View: Source Aterian Plc, a UK-based critical minerals exploration company, announced that it has found high-grade lithium deposits in Rwanda, following a drilling exercise in collaboration with Rio Tinto Mining and Exploration Ltd, a British-Australian mineral exploration multinational company. “The initial results confirm the presence of high-grade lithium mineralisation and demonstrate the prospectivity of the HCK Project,” the company said in …

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