Critical Minerals Weekly Digest: Global Supply Chains Reshaped by Tariffs, Bilateral Deals, and Strategic R&D

This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Global critical mineral markets this week reflected the mounting intersection of geopolitics, industrial policy, and resource nationalism. China ...

Analysis from Cobus van Staden

Plugging into African Agency

After several years of declining funding, the African end of the Belt and Road Initiative seems to be roaring back. The newest Griffith University/Green Development Finance Center data on the Belt and Road Initiative shows that engagement with Africa jumped by 395%, while a few big projects boosted engagement in Nigeria alone more than twelvefold.
These shifts indicate a window of opportunity for African electrification. 60% of Africans still ...

BHP Books Rise in Profit on Back of Chinese Copper Demand

Australian mining giant BHP on Tuesday reported a bump in yearly profits, as China's appetite for copper helped to counter slumping prices for iron ore and coal. Chief executive Mike Henry trumpeted a strong year "marked by record production", with annual ...

China’s Copper Smelting Boom Backfires Amid Global Supply Strains

Over the past decade, China positioned itself as a leader in copper refining, accounting for more than half of global capacity. Its strategy designed to secure control over key critical minerals meant to power everything from clean energy grids to electric vehicles, defense equipment, and construction ...

Copper, Pragmatism, and Going Green: A History of Chile-China Relations

By John Bartlett Chile was China’s first ally in South America, and the two have become important trade partners. Now, relations are moving into a new phase of green cooperation and investment. It has been ...

U.S. Mining Start-Up Makes Huge Copper Discovery in Zambia

A California-based mining start-up, KoBold Metals, announced that it had discovered Zambia's largest copper deposit in a century. KoBold president Josh Goldman said on Monday the company's Mingomba mine in northern Zambia is poised to become one of the world's top ...
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