The BRICS group wrapped up its two-day leaders’ summit in Rio de Janeiro on Monday. The summit’s final communique is a 16,000-word doorstop that covers numerous issues from economics to education.
The communique avoids any direct mention of the United States, and references to “unilateralism” and other coded criticism are also relatively scarce. Rather, the communique keeps the focus on the BRICS’ vision of the strengthening and reform of the global multilateral system ...
Category: Critical Minerals
Indonesia’s Over-Reliance on China is a Warning for Other Global South Countries
Indonesia thought it was building a future. Instead, it built someone else’s supply chain. Last month, China imposed a 20% anti-dumping tariff on stainless steel from Indonesia, accusing Jakarta of undercutting prices and threatening Chinese producers. The penalty will remain ...
Analysis from Cobus van Staden
Lithium Prices Are Crashing, But Some Producers Are Doubling Down. Why?
There is a puzzling shift unfolding in the global lithium market. Prices have collapsed by over 70% from their 2022 highs to around $12,000 per tonne, and yet, against all market logic, some Chinese lithium giants are not retreating. Instead, ...
Lessons for Europe From China’s Critical Minerals Strategy in Africa
While the U.S., India, and countries in the Persian Gulf are all moving quickly to establish new critical mineral supply chains, the European Union is struggling to follow suit, particularly in Africa. The EU currently lacks a cohesive policy framework that ...
China, U.S. Ink Rare Earth Deal; More Trade Pacts Coming
The United States and China have signed a long-awaited framework agreement aimed at restarting rare earth mineral shipments and easing trade tensions ahead of a critical July tariff deadline, U.S. Commerce Secretary Howard Lutnick confirmed this week. The deal, finalized ...
China’s Critical Minerals Lead Widens as Rivals Struggle to Keep Pace
Despite growing talk of securing alternative supply chains, China has entrenched itself as the world’s undisputed leader in critical minerals, widening a lead that few anticipated would stretch so far, so fast. From lithium to nickel to rare earths, China’s ...
Europe’s Lithium Quest Hampered by China and Lack of Cash
By Alvaro Villalobos Europe's ambition to be a world player in decarbonised transportation arguably depends on sourcing lithium abroad, especially in South America. Even the bloc's broader energy security and climate goals could depend on ...
India Desperately Seeks Rare Earth Imports From China Despite Anti-Beijing Rhetoric, Chinese Media Say
Chinese news platform Guancha.cn recently highlighted India’s contradictory stance on rare earth imports, citing multiple Indian media reports. The Economic Times revealed on June 10 that while Indian Commerce Minister Piyush Goyal urgently sought Chinese rare earths for India’s auto ...
Africa EV Digest: Morocco Secures $282 Million Chinese Battery Plant as Africa Pushes Deeper Into EV Supply Chain
This is a free preview of the upcoming Africa EV Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Topline Insight Chinese battery materials giant Tinci Materials ...
Can Africa Move Up the Critical Mineral Value Chain? The Hard Truth Behind a Familiar Chorus
As China opens its doors wider to African exports, extending duty-free market access to all 53 diplomatic partners on the continent, the announcement was met with applause in ministerial corridors from Nairobi to Niamey. For many, the new policy represents another chance for Africa to claim ...
Critical Minerals Weekly: China’s Rare Earth Reset, Copper Overcapacity, and Zimbabwe’s Big Lithium Gamble
This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. After months of strategic restrictions, China has agreed to resume rare earth exports to the U.S. as ...
Indonesia Nickel Glut Triggers Mining, Smelter Moratorium Calls
China’s Tsingshan Holding Group, which produces nearly one-third of the world’s stainless steel, has suspended major production lines at its Indonesian nickel smelter, the clearest sign yet that the global nickel market is buckling under glut, collapsing prices, and demand, fueling urgent calls for a moratorium on ...
China-Linked Mines in Myanmar Blamed for Toxic Pollution Flowing Into Thailand
By Chayanit Itthipongmaetee and Sally Jensen A sprawling new mine is gouged into the lush rolling hills of northeast Myanmar, where civil war has weakened the government's already feeble writ, and pollution levels are rising downstream in Thailand. ...
Critical Minerals Weekly: China’s Rare Earth Curbs, EV Delays, and Global Supply Chain Scramble
This is a free preview edition of the new Critical Minerals Weekly Digest that will be available to subscribers of the new CGSP Intelligence service that will launch during the Summer of 2025. Topline Insight