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It Worked For Nickel, So Why Not Tin? Indonesia Wants to Move Up the Value Chain by Blocking Exports of Raw Commodities

The Indonesian government plans to add tin bars to the growing list of commodities that it will ban for export as part of an ambitious effort to have more of these resources processed domestically. A similar ban that was ...

Chinese Battery Giant CATL Bets on the Future of Cobalt By Buying a Big Chunk of CMOC

Strong demand for electric vehicles around the world helped to triple profits at Chinese battery giant CATL, the world's largest battery maker. The company is reporting that third-quarter profits for the year will reach $1.23 billion. CATL is going to use ...

Chinese-Built Plant to Turn Zimbabwe into Africa’s Biggest Steel Producer

A new Chinese-led plant could turn Zimbabwe into Africa’s largest producer of iron and steel. Zimbabwean president Emmerson Mnangagwa led the groundbreaking ceremony of the new $1.5 billion project, led by Dinson Iron and Steel, a subsidiary of the Chinese company Tsingshan Holdings. 

Getting China Out of the U.S. Battery Metal Supply Chain Easier Said Than Done

The United States's plan to displace China from global mineral supply chains while simultaneously making them more environmentally, socially and governmentally (ESG) sustainable could be a bigger task than U.S government officials would like to admit.  The UK ...

China is Using its Cobalt Playbook to Corner Lithium Supplies

Chinese mining companies are moving quickly to snap up some of the world's largest lithium mines, mostly located in South America's so-called "Lithium Triangle" that stretches across Argentina, Bolivia, and Chile. Since 2018, Chinese companies have invested an estimated $16 billion ...

Analysis from Cobus van Staden

Google to Partner with Transsion, China’s Phone Giant in Africa

Google announced that it struck a global strategic partnership with Transsion, a Chinese maker of mobile phones beloved across the Global South. Together, the two will target emerging markets like Africa via cooperation on the Android operating system, online advertising, and Google Cloud services.
Transsion’s stock surged by 7.5% after the announcement. The company, famous for its Tecno, Itel, and Infinix phones, is by far the biggest seller in ...

Trend Watch: Chinese Companies Moving Fast to Develop New EV Batteries

China's largest battery makers are moving quickly to introduce a new generation of power packs for electric vehicles that, in some cases, don't use controversial metals like cobalt. There are two main players to watch in this new battery tech race: ...