Category: Critical Minerals
Critical Minerals Weekly Digest: U.S. Expands ‘Critical Minerals’ List as Global Race to Bypass China Inten
This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Policy shifts this week widened Washington’s definition of “critical minerals,” as state-owned companies and trading houses stepped up ...
China Offers Malaysia Rare Earths Processing Under Conditions
China has opened the door for Malaysia to host what would be its first overseas rare earths processing venture. This was revealed after President Xi Jinping signalled Beijing’s readiness to provide technical assistance, only if run through government-linked companies. The ...
U.S. Call for Intervention in China-Brazil Nickel Deal
The American Iron and Steel Institute, a U.S. industry lobbying group, called on the White House to intervene in a $500 million deal in Brazil that it says would increase China’s stake in global nickel supplies. This follows the announcement in ...
U.S. Bids to Trump China in DR Congo Mining Rush
The United States wants to secure its supply of strategic minerals in conflict-torn Democratic Republic of Congo, hoping to challenge China's near-monopoly on the lucrative sector. While the strategy has been in the works for years, Washington has doubled down on ...
China’s Belt and Road Recalibration: Why Kazakhstan is the New Metals Frontier
Despite widespread expectations that China’s engagement with Belt and Road Initiative (BRI) countries would slow, recent data tells a different story. According to a new report from the Griffith Asia Institute, Chinese involvement in the 150 BRI countries surged in the first half of 2025, reaching ...
Bolivia Candidate Vows to Scrap China, Russia Lithium Deals
By José Arturo Cárdenas and Gonzalo Torrico Bolivian right-wing presidential hopeful Jorge Quiroga on Monday vowed to scrap billion-dollar lithium extraction deals struck by the outgoing government with Russia and China if elected leader. "We ...
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 ...
In Zimbabwe, China’s EV Mineral Hunt Sparks Both Hope and Unease
When Chinese battery materials giant Zhejiang Huayou Cobalt acquired the Arcadia Lithium Mine for $422 million in 2021, Zimbabwe saw an opportunity to claim its share in the global electric vehicle supply chain table. Located 38 kilometers east of Harare, the project was billed as a ...
Critical Minerals Weekly Digest
This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. This week’s developments underscore a clear shift in the critical minerals landscape, from fragmented exploration to full-spectrum geopolitical ...
China Corners the Market on a Little-Known but Crucial Tech Mineral
A Chinese mining and materials giant, Sinomine Resource Group, is ramping up its dominance in the critical minerals sector, with a $400 million investment in Zimbabwe for the construction of the world’s second cesium smelting plant. The move positions Sinomine ...
Q&A: What Lessons Can Zimbabwe Learn From Indonesia in Its Quest to Move up the Lithium Value Chain?
Indonesia is often cited as a model for countries seeking to extract more value from their mineral wealth. This is because Jakarta was a pioneer in using export bans to compel investors to invest in the value-added processing of the resource before export. In 2020, Indonesia banned ...
Trump Courts West Africa to Challenge China’s Critical Minerals Dominance
By Frankie Taggart with Becca Milfeld and Lucie Peytermann in Dakar U.S. President Donald Trump hailed West Africa's rich natural resources as he hosted five of its leaders Wednesday for a White House summit aimed at fostering trade to counter the ...










